DISCIPLINED GROWTH INVESTORS INC /MN

Position in SMCI — Super Micro Computer, Inc.

CIK 1050442 MINNEAPOLIS, MN

Back to SMCI Full portfolio

Position in SMCI

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

Position Value

$78,118,020

-$35,439,590 QoQ

Shares Held

2,663,417

-46.6% QoQ

Ownership

0.443%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#48

of 796 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SMCI Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Jun 30, 2026

DISCIPLINED GROWTH INVESTORS INC /MN holds $748,030,565 across 3 Computer Hardware names. SMCI ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	P	Everpure, Inc.	4,646,725	$366,115,462
2	ANET	Arista Networks, Inc.	1,788,304	$303,797,083
3	SMCI	Super Micro Computer, Inc. This page	2,663,417	$78,118,020

All Filings in SMCI

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,118,020	2,663,417	-46.6%	Shares	Sole	2026-08-14
2026-03-31	$113,557,610	4,987,159	-48.3%	Shares	Sole	2026-05-15
2025-12-31	$282,089,390	9,637,492	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$454,540,425	9,481,444	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$476,905,184	9,730,773	+16.5%	Shares	Sole	2025-08-14
2025-03-31	$285,894,652	8,349,727	+13.0%	Shares	Sole	2025-05-15
2024-12-31	$225,272,071	7,390,816	+608.3%	Shares	Sole	2025-02-14
2024-09-30	$434,500,491	1,043,469	+3.1%	Shares	Sole	2024-11-15
2024-06-30	$829,514,036	1,012,405	-0.7%	Shares	Sole	2024-08-15
2024-03-31	$1,029,656,902	1,019,432	-62.6%	Shares	Sole	2024-05-15
2023-12-31	$774,688,092	2,725,280	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$776,387,842	2,831,259	-4.2%	Shares	Sole	2023-11-15
2023-06-30	$736,663,609	2,955,521	-25.5%	Shares	Sole	2023-08-14
2023-03-31	$422,671,064	3,966,880	-12.1%	Shares	Sole	2023-05-15
2022-12-31	$370,342,509	4,510,871	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$250,493,439	4,548,637	-0.1%	Shares	Sole	2022-11-15
2022-06-30	$183,681,471	4,552,205	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$171,775,342	4,512,092	+1.7%	Shares	Sole	2022-05-16
2021-12-31	$194,907,394	4,434,753	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$163,144,621	4,461,160	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$156,865,051	4,458,927	+22.3%	Shares	Sole	2021-08-16
2021-03-31	$142,409,322	3,645,912	+0.8%	Shares	Sole	2021-05-17
2020-12-31	$114,551,990	3,618,193	-3.2%	Shares	Sole	2021-02-16
2020-09-30	$98,666,092	3,737,352	-2.2%	Shares	Sole	2020-11-16
2020-06-30	$108,480,234	3,821,072	-23.4%	Shares	Sole	2020-08-14
2020-03-31	$106,148,236	4,988,169	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.