DISCIPLINED GROWTH INVESTORS INC /MN

CIK

1050442

City

MINNEAPOLIS

State / Country

Stock

GEOS — Geospace Technologies Corp

Top Portfolio Positions

61 positions · $4,886,563,529 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GRMN	Garmin Ltd Technology	1,331,441	$308,907,626	6.32%
PLXS	Plexus Corp Technology	1,494,619	$302,720,132	6.19%
P	Everpure, Inc. Technology	4,666,777	$275,526,514	5.64%
EXE	EXPAND ENERGY Corp Energy	2,373,302	$260,541,093	5.33%
VSAT	Viasat Inc Technology	5,660,688	$259,259,510	5.31%
CTRA	Coterra Energy Inc. Energy	6,395,098	$224,723,743	4.60%
ANET	Arista Networks, Inc. Technology	1,810,993	$222,353,720	4.55%
CGNX	Cognex Corp Technology	4,322,075	$211,738,454	4.33%
AKAM	Akamai Technologies Inc Technology	1,658,792	$190,512,261	3.90%
SMTC	Semtech Corp Technology	2,206,748	$169,676,853	3.47%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,437,397	1,101,426	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$19,134,814	1,131,568	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$21,872,047	1,153,589	-7.3%	Shares	Sole	2025-11-14
2025-06-30	$17,750,405	1,244,769	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$9,144,659	1,268,330	-11.0%	Shares	Sole	2025-05-15
2024-12-31	$14,283,650	1,425,514	-8.4%	Shares	Sole	2025-02-14
2024-09-30	$16,089,453	1,556,040	-0.9%	Shares	Sole	2024-11-15
2024-06-30	$14,105,442	1,570,762	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$20,697,180	1,569,157	+5.3%	Shares	Sole	2024-05-15
2023-12-31	$19,312,149	1,490,135	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$19,392,443	1,497,486	-0.5%	Shares	Sole	2023-11-15
2023-06-30	$11,696,880	1,505,390	+0.4%	Shares	Sole	2023-08-14
2023-03-31	$10,565,623	1,498,670	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$6,472,593	1,533,790	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$6,743,661	1,529,175	+1.3%	Shares	Sole	2022-11-15
2022-06-30	$7,154,053	1,509,294	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$8,656,757	1,505,523	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$9,987,581	1,492,912	-1.3%	Shares	Sole	2022-02-14
2021-09-30	$14,445,883	1,512,658	0.0%	Shares	Sole	2021-11-15
2021-06-30	$12,237,403	1,512,658	+11.1%	Shares	Sole	2021-08-16
2021-03-31	$12,421,175	1,361,971	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$11,613,189	1,356,681	+72.3%	Shares	Sole	2021-02-16
2020-09-30	$4,864,716	787,171	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$5,957,186	792,179	-5.8%	Shares	Sole	2020-08-14
2020-03-31	$5,379,308	840,517	—	Shares	Sole	2020-05-15
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