DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
61 positions ·
$4,894,322,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GRMN |
Garmin Ltd
Technology
|
1,331,441 | $308,907,626 | 6.31% | |
| PLXS |
Plexus Corp
Technology
|
1,494,619 | $302,720,132 | 6.19% | |
| P |
Everpure, Inc.
Technology
|
4,666,777 | $275,526,514 | 5.63% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
2,373,302 | $260,541,093 | 5.32% | |
| VSAT |
Viasat Inc
Technology
|
5,660,688 | $259,259,510 | 5.30% | |
| CTRA |
Coterra Energy Inc.
Energy
|
6,395,098 | $224,723,743 | 4.59% | |
| ANET |
Arista Networks, Inc.
Technology
|
1,810,993 | $222,353,720 | 4.54% | |
| CGNX |
Cognex Corp
Technology
|
4,322,075 | $211,738,454 | 4.33% | |
| AKAM |
Akamai Technologies Inc
Technology
|
1,658,792 | $190,512,261 | 3.89% | |
| SMTC |
Semtech Corp
Technology
|
2,206,748 | $169,676,853 | 3.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GGG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,714,494 | 327,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,379,031 | 358,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,810,594 | 350,878 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,331,947 | 399,348 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,740,211 | 404,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,209,787 | 417,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,749,124 | 419,942 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $32,192,912 | 406,066 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $38,681,411 | 413,882 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,117,923 | 427,823 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,942,210 | 438,285 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $39,081,578 | 452,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,691,778 | 461,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,500,656 | 542,680 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,497,755 | 542,081 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $40,063,371 | 674,354 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $46,290,594 | 663,950 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,462,588 | 663,143 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,321,620 | 676,313 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,410,062 | 692,339 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,434,087 | 704,190 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,971,616 | 815,088 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $51,612,896 | 841,286 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $41,762,145 | 870,226 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $59,610,921 | 1,223,290 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||