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 MLKN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,209,033 | 498,550 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,432,370 | 515,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,374,060 | 472,044 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,148,031 | 574,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,944,673 | 571,822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,285,447 | 366,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,109,979 | 852,584 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,775,236 | 331,266 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,194,024 | 330,938 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,297,346 | 310,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,620,209 | 311,665 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,629,938 | 313,257 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,389,663 | 312,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,654,833 | 316,746 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,927,930 | 315,893 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,291,994 | 315,645 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,881,457 | 314,857 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,159,638 | 310,274 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,050,159 | 293,419 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,831,771 | 293,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,906,807 | 265,050 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,686,484 | 49,896 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||