DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
61 positions ·
$4,886,563,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GRMN |
Garmin Ltd
Technology
|
1,331,441 | $308,907,626 | 6.32% |
| PLXS |
Plexus Corp
Technology
|
1,494,619 | $302,720,132 | 6.19% |
| P |
Everpure, Inc.
Technology
|
4,666,777 | $275,526,514 | 5.64% |
| EXE |
EXPAND ENERGY Corp
Energy
|
2,373,302 | $260,541,093 | 5.33% |
| VSAT |
Viasat Inc
Technology
|
5,660,688 | $259,259,510 | 5.31% |
| CTRA |
Coterra Energy Inc.
Energy
|
6,395,098 | $224,723,743 | 4.60% |
| ANET |
Arista Networks, Inc.
Technology
|
1,810,993 | $222,353,720 | 4.55% |
| CGNX |
Cognex Corp
Technology
|
4,322,075 | $211,738,454 | 4.33% |
| AKAM |
Akamai Technologies Inc
Technology
|
1,658,792 | $190,512,261 | 3.90% |
| SMTC |
Semtech Corp
Technology
|
2,206,748 | $169,676,853 | 3.47% |
Portfolio Trend
Holdings in SPSC
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,144,918 | 810,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,280,356 | 844,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,528,034 | 792,472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $57,855,397 | 425,126 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,594,531 | 147,627 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,480,548 | 154,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,745,605 | 168,644 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $31,738,264 | 168,677 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $31,464,617 | 170,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,464,323 | 167,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,534,644 | 190,696 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $37,236,400 | 193,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,504,014 | 200,289 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,781,166 | 200,741 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,982,777 | 201,101 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,764,652 | 201,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,334,070 | 200,717 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,828,152 | 202,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,345,035 | 206,714 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,831,006 | 208,623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,157,196 | 192,903 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,871,882 | 219,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,473,411 | 237,234 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,189,256 | 242,136 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,662,149 | 250,745 | Shares | Sole | 2020-05-15 | |
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