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 P
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,526,514 | 4,666,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $328,175,176 | 4,897,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $432,474,853 | 5,160,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,246,016 | 5,457,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,827,546 | 5,485,149 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $345,819,939 | 5,629,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $285,575,112 | 5,684,218 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $353,582,574 | 5,506,659 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $292,265,996 | 5,621,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,316,118 | 5,673,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,485,839 | 5,712,685 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $213,349,550 | 5,794,393 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $149,567,578 | 5,863,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $137,915,607 | 5,153,797 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $140,031,132 | 5,116,227 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $131,854,454 | 5,128,528 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $178,886,992 | 5,066,185 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $162,199,709 | 4,983,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $127,481,015 | 5,066,813 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $100,346,839 | 5,138,087 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $105,296,265 | 4,888,406 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $126,269,117 | 5,584,658 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $88,304,665 | 5,737,795 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $74,376,859 | 4,291,798 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $70,389,259 | 5,722,704 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||