DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
54 positions ·
$4,779,765,597 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| P |
Everpure, Inc.
Technology
|
4,897,406 | $328,175,176 | 6.87% |
| GRMN |
Garmin Ltd
Technology
|
1,399,515 | $283,891,617 | 5.94% |
| SMCI |
Super Micro Computer, Inc.
Technology
|
9,637,492 | $282,089,390 | 5.90% |
| EXE |
EXPAND ENERGY Corp
Energy
|
2,549,879 | $281,404,646 | 5.89% |
| PLXS |
Plexus Corp
Technology
|
1,590,840 | $233,853,480 | 4.89% |
| SMTC |
Semtech Corp
Technology
|
2,801,291 | $206,427,133 | 4.32% |
| VSAT |
Viasat Inc
Technology
|
5,925,770 | $204,202,034 | 4.27% |
| IDCC |
InterDigital, Inc.
Technology
|
609,153 | $193,942,132 | 4.06% |
| CTRA |
Coterra Energy Inc.
Energy
|
6,777,536 | $178,384,747 | 3.73% |
| ALRM |
Alarm.com Holdings, Inc.
Technology
|
3,417,517 | $174,361,717 | 3.65% |
Portfolio Trend
Holdings in IT
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $90,104,324 | 357,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,787,411 | 86,687 | Shares | Sole | 2025-11-14 | |
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