DISCIPLINED GROWTH INVESTORS INC /MN

Position in POWI — Power Integrations Inc

CIK 1050442 MINNEAPOLIS, MN

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Position in POWI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$158,462,528

+$58,152,922 QoQ

Shares Held

1,891,864

-3.4% QoQ

Ownership

3.39%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

of 372 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in POWI Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

DISCIPLINED GROWTH INVESTORS INC /MN holds $387,928,733 across 4 Semiconductors names. POWI ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POWI	Power Integrations Inc This page	1,891,864	$158,462,528
2	SMTC	Semtech Corp	955,033	$154,572,091
3	MCHP	Microchip Technology Inc	478,469	$43,636,372
4	CEVA	Ceva Inc	662,802	$31,257,742

All Filings in POWI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,462,528	1,891,864	-3.4%	Shares	Sole	2026-08-14
2026-03-31	$100,309,606	1,959,172	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$71,140,346	2,001,698	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$79,090,657	1,966,940	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$115,200,173	2,060,826	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$104,867,088	2,076,576	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$129,563,336	2,099,892	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$135,399,831	2,111,663	+4.0%	Shares	Sole	2024-11-15
2024-06-30	$142,549,011	2,030,902	-0.4%	Shares	Sole	2024-08-15
2024-03-31	$145,875,138	2,038,786	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$167,493,561	2,039,868	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$158,040,222	2,071,029	-1.5%	Shares	Sole	2023-11-15
2023-06-30	$199,144,782	2,103,568	-3.3%	Shares	Sole	2023-08-14
2023-03-31	$184,129,918	2,175,448	-9.4%	Shares	Sole	2023-05-15
2022-12-31	$172,221,594	2,401,305	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$154,559,223	2,402,973	+30.7%	Shares	Sole	2022-11-15
2022-06-30	$137,878,506	1,838,135	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$168,097,145	1,813,737	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$164,760,014	1,773,711	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$177,271,786	1,790,805	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$149,474,915	1,821,532	+2.3%	Shares	Sole	2021-08-16
2021-03-31	$145,045,236	1,780,133	-20.9%	Shares	Sole	2021-05-17
2020-12-31	$184,304,679	2,251,462	-4.4%	Shares	Sole	2021-02-16
2020-09-30	$130,436,862	2,354,456	+94.8%	Shares	Sole	2020-11-16
2020-06-30	$142,768,255	1,208,569	-25.4%	Shares	Sole	2020-08-14
2020-03-31	$143,143,181	1,620,550	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.