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 TREX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,705,761 | 678,357 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,333,838 | 1,007,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,509,813 | 1,035,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,167,125 | 1,088,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,582,490 | 1,094,363 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,178,730 | 379,237 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,517,580 | 413,301 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $30,506,309 | 411,580 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $41,489,915 | 415,939 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,944,148 | 410,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,228,495 | 425,580 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $28,194,405 | 430,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,268,449 | 436,993 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,566,657 | 438,617 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,261,538 | 438,360 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,839,551 | 438,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,537,058 | 436,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $58,965,170 | 436,682 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,419,702 | 445,597 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $63,440,111 | 620,684 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $52,106,124 | 569,217 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $53,915,847 | 644,002 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $48,603,941 | 678,826 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $22,255,237 | 342,204 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,869,845 | 545,791 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||