13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001050442-23-000002
Total Value
$3.90B
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 4,510,871 | $370.3M | 9.49% |
| 2 | PLEXUS CORP COM | PLXS | 2,313,936 | $238.2M | 6.10% |
| 3 | SOUTHWESTERN ENERGY CO COM | 845467109 | 31,029,956 | $181.5M | 4.65% |
| 4 | POWER INTEGRATIONS INC COM | POWI | 2,401,305 | $172.2M | 4.41% |
| 5 | MICROCHIP TECHNOLOGY INC COM | MCHPP | 2,069,343 | $145.4M | 3.72% |
| 6 | COTERRA ENERGY INC COM | CTRA | 5,765,251 | $141.7M | 3.63% |
| 7 | GARMIN LTD SHS | GRMN | 1,523,701 | $140.6M | 3.60% |
| 8 | PURE STORAGE INC CL A | 74624M102 | 5,153,797 | $137.9M | 3.53% |
| 9 | AKAMAI TECHNOLOGIES COM | AKAM | 1,616,768 | $136.3M | 3.49% |
| 10 | GENTEX CORP COM | GNTX | 4,865,836 | $132.7M | 3.40% |
| 11 | INTUIT COM | INTU | 304,730 | $118.6M | 3.04% |
| 12 | DOLBY LABORATORIES INC COM CL | DLB | 1,612,608 | $113.8M | 2.91% |
| 13 | COGNEX CORP COM | CGNX | 2,322,126 | $109.4M | 2.80% |
| 14 | ALIGN TECHNOLOGY INC | ALGN | 511,390 | $107.9M | 2.76% |
| 15 | SNAP ON INC COM | SNA | 429,949 | $98.2M | 2.52% |
| 16 | ARISTA NETWORKS INC COM | ANET | 782,383 | $94.9M | 2.43% |
| 17 | ALARM COM HLDGS INC COM | ALRM | 1,915,970 | $94.8M | 2.43% |
| 18 | VIASAT INC COM | VSAT | 2,949,487 | $93.4M | 2.39% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 334,230 | $88.7M | 2.27% |
| 20 | AUTODESK INC COM | ADSK | 463,145 | $86.5M | 2.22% |
| 21 | LANDSTAR SYS INC COM | LSTR | 523,397 | $85.3M | 2.18% |
| 22 | GENTHERM INC COM | THRM | 1,200,699 | $78.4M | 2.01% |
| 23 | UNDER ARMOUR INC CL A | UA | 5,952,318 | $60.5M | 1.55% |
| 24 | SLEEP NUMBER CORPORATION | SNBR | 2,141,034 | $55.6M | 1.43% |
| 25 | PROTO LABS INC COM | PRLB | 2,121,891 | $54.2M | 1.39% |
| 26 | OPEN TEXT CORP COM | OTEX | 1,801,008 | $53.4M | 1.37% |
| 27 | LGI HOMES INC COM | LGIH | 567,345 | $52.5M | 1.35% |
| 28 | ROYAL CARIBBEAN GROUP | V7780T103 | 907,134 | $44.8M | 1.15% |
| 29 | STRATEGIC ED INC COM | STRA | 546,112 | $42.8M | 1.10% |
| 30 | INTERDIGITAL INC COM | IDCC | 791,400 | $39.2M | 1.00% |
| 31 | TJX COS INC NEW COM | 872540109 | 467,788 | $37.2M | 0.95% |
| 32 | GRACO INC COM | GGG | 542,680 | $36.5M | 0.94% |
| 33 | MYRIAD GENETICS INC COM | MYGN | 2,272,444 | $33.0M | 0.84% |
| 34 | PAYCHEX INC COM | PAYX | 245,032 | $28.3M | 0.73% |
| 35 | FLOOR & DECOR HLDGS INC CL A | FND | 399,674 | $27.8M | 0.71% |
| 36 | NORDSTROM INC COM | 655664100 | 1,675,142 | $27.0M | 0.69% |
| 37 | MSC INDL DIRECT INC CL A | 553530106 | 328,278 | $26.8M | 0.69% |
| 38 | SPS COMM INC COM | SPSC | 200,741 | $25.8M | 0.66% |
| 39 | IPG PHOTONICS CORP COM | IPGP | 255,926 | $24.2M | 0.62% |
| 40 | TREX CO INC COM | TREX | 438,617 | $18.6M | 0.48% |
| 41 | CARA THERAPEUTICS INC COM | 140755109 | 1,722,441 | $18.5M | 0.47% |
| 42 | CORE LABORATORIES N V COM | N22717107 | 880,817 | $17.9M | 0.46% |
| 43 | GENERAC HLDGS INC COM | GNRC | 177,182 | $17.8M | 0.46% |
| 44 | MIX TELEMATICS LTD SPONSORED A | 60688N102 | 2,436,411 | $17.1M | 0.44% |
| 45 | IROBOT CORP COM | 462726100 | 339,769 | $16.4M | 0.42% |
| 46 | SEMTECH CORP COM | SMTC | 552,034 | $15.8M | 0.41% |
| 47 | STITCH FIX INC COM CL A | SFIX | 4,644,787 | $14.4M | 0.37% |
| 48 | VIZIO HLDG CORP CL A COM | 92858V101 | 1,924,032 | $14.3M | 0.37% |
| 49 | SURMODICS INC COM | 868873100 | 408,983 | $14.0M | 0.36% |
| 50 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 132,508 | $13.8M | 0.35% |
| 51 | PROS HOLDINGS INC COM | 74346Y103 | 500,170 | $12.1M | 0.31% |
| 52 | CEVA INC COM | CEVA | 437,059 | $11.2M | 0.29% |
| 53 | EGAIN CORP COM NEW | EGAN | 1,017,128 | $9.2M | 0.24% |
| 54 | COHERUS BIOSCIENCES INC COM | CHRS | 1,143,420 | $9.1M | 0.23% |
| 55 | MILLERKNOLL INC | MLKN | 316,746 | $6.7M | 0.17% |
| 56 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,533,790 | $6.5M | 0.17% |
| 57 | KORNIT DIGITAL LTD SHS | KRNT | 276,133 | $6.3M | 0.16% |
| 58 | DULUTH HLDGS INC COM CL B | DLTH | 1,025,936 | $6.3M | 0.16% |
| 59 | STRATASYS LTD SHS | SSYS | 473,799 | $5.6M | 0.14% |
| 60 | STONERIDGE INC COM | SRI | 223,614 | $4.8M | 0.12% |
| 61 | ZUMIEZ INC COM | ZUMZ | 185,134 | $4.0M | 0.10% |
| 62 | EVERBRIDGE INC COM | EVEX-WT | 113,716 | $3.4M | 0.09% |
| 63 | MIMEDX GROUP INC COM | MDXG | 334,710 | $930,494 | 0.02% |
| 64 | FLOTEK INDS INC DEL COM | 343389102 | 758,944 | $850,017 | 0.02% |
| 65 | ISHARES TR RUS MD CP GR ETF | 464287481 | 4,198 | $350,953 | 0.01% |
| 66 | MICROSOFT CORP COM | MSFT | 1,387 | $332,630 | 0.01% |
| 67 | CHEVRON CORP NEW COM | CVX | 1,775 | $318,595 | 0.01% |
| 68 | APPLE INC COM | AAPL | 2,106 | $273,633 | 0.01% |
| 69 | ENLINK MIDSTREAM LLC COM UNIT | 29336T100 | 15,637 | $192,335 | 0.00% |