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 SRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,930 | 197,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,181,270 | 204,019 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,455,351 | 190,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,571,166 | 223,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,046,194 | 227,929 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,420,437 | 226,545 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,766,123 | 247,196 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,829,266 | 239,929 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,416,011 | 239,480 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,227,844 | 216,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,438,600 | 221,156 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,144,134 | 219,848 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,093,804 | 218,920 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,821,117 | 223,614 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,761,018 | 221,889 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,799,856 | 221,566 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,578,638 | 220,551 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,365,529 | 271,810 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,915,234 | 388,192 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,451,664 | 388,192 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,616,521 | 145,128 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,035,804 | 166,583 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,198,915 | 174,138 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,593,765 | 173,948 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,994,129 | 178,754 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||