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 SMTC
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,676,853 | 2,206,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,427,133 | 2,801,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $195,014,343 | 2,729,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,659,355 | 2,894,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,584,356 | 2,778,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $166,559,266 | 2,692,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $119,171,869 | 2,609,984 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $74,550,151 | 2,494,985 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,473,268 | 562,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,778,076 | 491,925 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,196,900 | 512,501 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,898,825 | 506,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,003,566 | 497,248 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,837,855 | 552,034 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,474,393 | 560,163 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,570,081 | 556,123 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||