13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001050442-23-000010
Total Value
$3.90B
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 3,966,880 | $422.7M | 10.85% |
| 2 | PLEXUS CORP COM | PLXS | 2,086,977 | $203.6M | 5.23% |
| 3 | POWER INTEGRATIONS INC COM | POWI | 2,175,448 | $184.1M | 4.73% |
| 4 | ALIGN TECHNOLOGY INC | ALGN | 469,480 | $156.9M | 4.03% |
| 5 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,841,212 | $154.3M | 3.96% |
| 6 | PURE STORAGE INC CL A | 74624M102 | 5,863,096 | $149.6M | 3.84% |
| 7 | SOUTHWESTERN ENERGY CO COM | 845467109 | 29,103,893 | $145.5M | 3.73% |
| 8 | GARMIN LTD SHS | GRMN | 1,391,900 | $140.5M | 3.61% |
| 9 | COTERRA ENERGY INC COM | CTRA | 5,125,527 | $125.8M | 3.23% |
| 10 | DOLBY LABORATORIES INC COM CL | DLB | 1,457,873 | $124.5M | 3.20% |
| 11 | INTUIT COM | INTU | 273,330 | $121.9M | 3.13% |
| 12 | GENTEX CORP COM | GNTX | 4,324,675 | $121.2M | 3.11% |
| 13 | ARISTA NETWORKS INC COM | ANET | 684,255 | $114.9M | 2.95% |
| 14 | AKAMAI TECHNOLOGIES COM | AKAM | 1,441,027 | $112.8M | 2.90% |
| 15 | COGNEX CORP COM | CGNX | 2,074,250 | $102.8M | 2.64% |
| 16 | VIASAT INC COM | VSAT | 2,829,441 | $95.7M | 2.46% |
| 17 | SNAP ON INC COM | SNA | 376,548 | $93.0M | 2.39% |
| 18 | ALARM COM HLDGS INC COM | ALRM | 1,756,646 | $88.3M | 2.27% |
| 19 | LANDSTAR SYS INC COM | LSTR | 464,533 | $83.3M | 2.14% |
| 20 | AUTODESK INC COM | ADSK | 397,582 | $82.8M | 2.12% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 290,859 | $74.3M | 1.91% |
| 22 | GENTHERM INC COM | THRM | 1,115,562 | $67.4M | 1.73% |
| 23 | PROTO LABS INC COM | PRLB | 1,996,124 | $66.2M | 1.70% |
| 24 | SLEEP NUMBER CORPORATION | SNBR | 1,986,014 | $60.4M | 1.55% |
| 25 | LGI HOMES INC COM | LGIH | 523,145 | $59.7M | 1.53% |
| 26 | IPG PHOTONICS CORP COM | IPGP | 438,197 | $54.0M | 1.39% |
| 27 | INTERDIGITAL INC COM | IDCC | 725,886 | $52.9M | 1.36% |
| 28 | ROYAL CARIBBEAN GROUP | V7780T103 | 807,924 | $52.8M | 1.35% |
| 29 | UNDER ARMOUR INC CL A | UA | 5,372,166 | $51.0M | 1.31% |
| 30 | MYRIAD GENETICS INC COM | MYGN | 2,088,784 | $48.5M | 1.25% |
| 31 | STRATEGIC ED INC COM | STRA | 482,108 | $43.3M | 1.11% |
| 32 | FLOOR & DECOR HLDGS INC CL A | FND | 358,647 | $35.2M | 0.90% |
| 33 | GRACO INC COM | GGG | 461,468 | $33.7M | 0.86% |
| 34 | STITCH FIX INC COM CL A | SFIX | 6,140,819 | $31.4M | 0.81% |
| 35 | SPS COMM INC COM | SPSC | 200,289 | $30.5M | 0.78% |
| 36 | MSC INDL DIRECT INC CL A COM | 553530106 | 288,721 | $24.3M | 0.62% |
| 37 | TREX CO INC COM | TREX | 436,993 | $21.3M | 0.55% |
| 38 | PAYCHEX INC COM | PAYX | 181,813 | $20.8M | 0.53% |
| 39 | OPEN TEXT CORP COM | OTEX | 523,518 | $20.2M | 0.52% |
| 40 | MIX TELEMATICS LTD SPONSORED A | 60688N102 | 2,457,017 | $19.0M | 0.49% |
| 41 | VIZIO HLDG CORP CL A COM | 92858V101 | 1,944,394 | $17.8M | 0.46% |
| 42 | CORE LABORATORIES INC | CLB | 795,484 | $17.5M | 0.45% |
| 43 | GENERAC HLDGS INC COM | GNRC | 158,420 | $17.1M | 0.44% |
| 44 | IROBOT CORP COM | 462726100 | 338,516 | $14.8M | 0.38% |
| 45 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 119,592 | $14.3M | 0.37% |
| 46 | PROS HOLDINGS INC COM | 74346Y103 | 510,792 | $14.0M | 0.36% |
| 47 | CEVA INC COM | CEVA | 437,622 | $13.3M | 0.34% |
| 48 | SEMTECH CORP COM | SMTC | 497,248 | $12.0M | 0.31% |
| 49 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,498,670 | $10.6M | 0.27% |
| 50 | SURMODICS INC COM | 868873100 | 404,991 | $9.2M | 0.24% |
| 51 | CARA THERAPEUTICS INC COM | 140755109 | 1,732,375 | $8.5M | 0.22% |
| 52 | COHERUS BIOSCIENCES INC COM | CHRS | 1,165,512 | $8.0M | 0.20% |
| 53 | STRATASYS LTD SHS | SSYS | 476,045 | $7.9M | 0.20% |
| 54 | EGAIN CORP COM NEW | EGAN | 1,029,245 | $7.8M | 0.20% |
| 55 | DULUTH HLDGS INC COM CL B | DLTH | 1,019,467 | $6.5M | 0.17% |
| 56 | MILLERKNOLL INC COM | MLKN | 312,453 | $6.4M | 0.16% |
| 57 | KORNIT DIGITAL LTD SHS | KRNT | 285,386 | $5.5M | 0.14% |
| 58 | STONERIDGE INC COM | SRI | 218,920 | $4.1M | 0.11% |
| 59 | EVERBRIDGE INC COM | EVEX-WT | 115,566 | $4.0M | 0.10% |
| 60 | ZUMIEZ INC COM | ZUMZ | 179,984 | $3.3M | 0.09% |
| 61 | MIMEDX GROUP INC COM | MDXG | 322,096 | $1.1M | 0.03% |
| 62 | FLOTEK INDS INC DEL COM | 343389102 | 752,074 | $518,931 | 0.01% |
| 63 | APPLE INC COM | AAPL | 2,106 | $347,279 | 0.01% |
| 64 | MICROSOFT CORP COM | MSFT | 982 | $283,111 | 0.01% |
| 65 | CHEVRON CORP NEW COM | CVX | 1,295 | $211,292 | 0.01% |
| 66 | VALERO ENERGY CORP COM | VLO | 1,500 | $209,400 | 0.01% |
| 67 | ENLINK MIDSTREAM LLC COM UNIT | 29336T100 | 15,637 | $169,505 | 0.00% |