DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
61 positions ·
$4,886,563,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GRMN |
Garmin Ltd
Technology
|
1,331,441 | $308,907,626 | 6.32% | |
| 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% |
Portfolio Trend
23 quarters · across all stocks
Holdings in GRMN
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,907,626 | 1,331,441 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $296,249,862 | 1,419,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $307,054,823 | 1,414,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $292,896,419 | 1,420,035 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $246,618,734 | 1,401,004 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $220,326,328 | 1,352,359 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $202,917,997 | 1,363,055 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $173,909,606 | 1,352,961 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $142,927,665 | 1,358,628 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $143,587,306 | 1,376,808 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $140,470,548 | 1,391,900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $140,622,365 | 1,523,701 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $122,043,332 | 1,519,653 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $139,705,998 | 1,421,944 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $155,133,577 | 1,307,930 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $174,343,080 | 1,280,334 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $198,888,994 | 1,279,358 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $188,972,738 | 1,306,504 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $170,693,537 | 1,294,604 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $174,550,435 | 1,458,720 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $104,974,732 | 1,106,628 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $110,341,725 | 1,131,710 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $118,467,608 | 1,580,411 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||