13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001050442-23-000012
Total Value
$4.43B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 2,955,521 | $736.7M | 16.63% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,794,393 | $213.3M | 4.81% |
| 3 | PLEXUS CORP COM | PLXS | 2,065,732 | $202.9M | 4.58% |
| 4 | POWER INTEGRATIONS INC COM | POWI | 2,103,568 | $199.1M | 4.49% |
| 5 | SOUTHWESTERN ENERGY CO COM | 845467109 | 29,157,714 | $175.2M | 3.95% |
| 6 | ALIGN TECHNOLOGY INC | ALGN | 456,190 | $161.3M | 3.64% |
| 7 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,776,457 | $159.2M | 3.59% |
| 8 | GARMIN LTD SHS | GRMN | 1,376,808 | $143.6M | 3.24% |
| 9 | AKAMAI TECHNOLOGIES COM | AKAM | 1,419,042 | $127.5M | 2.88% |
| 10 | COTERRA ENERGY INC COM | CTRA | 4,954,476 | $125.3M | 2.83% |
| 11 | GENTEX CORP COM | GNTX | 4,223,172 | $123.6M | 2.79% |
| 12 | INTUIT COM | INTU | 266,871 | $122.3M | 2.76% |
| 13 | DOLBY LABORATORIES INC COM CL | DLB | 1,413,180 | $118.3M | 2.67% |
| 14 | VIASAT INC COM | VSAT | 2,849,003 | $117.5M | 2.65% |
| 15 | COGNEX CORP COM | CGNX | 1,996,647 | $111.9M | 2.52% |
| 16 | ARISTA NETWORKS INC COM | ANET | 657,647 | $106.6M | 2.41% |
| 17 | SNAP ON INC COM | SNA | 363,480 | $104.8M | 2.36% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 277,131 | $94.8M | 2.14% |
| 19 | ALARM COM HLDGS INC COM | ALRM | 1,750,412 | $90.5M | 2.04% |
| 20 | LANDSTAR SYS INC COM | LSTR | 445,967 | $85.9M | 1.94% |
| 21 | ROYAL CARIBBEAN GROUP | V7780T103 | 764,630 | $79.3M | 1.79% |
| 22 | AUTODESK INC COM | ADSK | 380,524 | $77.9M | 1.76% |
| 23 | LGI HOMES INC COM | LGIH | 507,454 | $68.5M | 1.54% |
| 24 | INTERDIGITAL INC COM | IDCC | 682,315 | $65.9M | 1.49% |
| 25 | GENTHERM INC COM | THRM | 1,117,038 | $63.1M | 1.42% |
| 26 | PROTO LABS INC COM | PRLB | 1,746,115 | $61.0M | 1.38% |
| 27 | IPG PHOTONICS CORP COM | IPGP | 423,108 | $57.5M | 1.30% |
| 28 | FLOOR & DECOR HLDGS INC CL A | FND | 526,448 | $54.7M | 1.24% |
| 29 | SLEEP NUMBER CORPORATION | SNBR | 1,932,529 | $52.7M | 1.19% |
| 30 | MYRIAD GENETICS INC COM | MYGN | 2,009,802 | $46.6M | 1.05% |
| 31 | GRACO INC COM | GGG | 452,595 | $39.1M | 0.88% |
| 32 | UNDER ARMOUR INC CL A | UA | 5,169,000 | $37.3M | 0.84% |
| 33 | SPS COMM INC COM | SPSC | 193,879 | $37.2M | 0.84% |
| 34 | STRATEGIC ED INC COM | STRA | 481,895 | $32.7M | 0.74% |
| 35 | TREX CO INC COM | TREX | 430,055 | $28.2M | 0.64% |
| 36 | MSC INDL DIRECT INC CL A COM | 553530106 | 275,704 | $26.3M | 0.59% |
| 37 | STITCH FIX INC COM CL A | SFIX | 6,133,004 | $23.6M | 0.53% |
| 38 | GENERAC HLDGS INC COM | GNRC | 152,038 | $22.7M | 0.51% |
| 39 | OPEN TEXT CORP COM | OTEX | 527,487 | $21.9M | 0.49% |
| 40 | PAYCHEX INC COM | PAYX | 164,698 | $18.4M | 0.42% |
| 41 | CORE LABORATORIES INC | CLB | 759,192 | $17.7M | 0.40% |
| 42 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 113,053 | $16.6M | 0.38% |
| 43 | PROS HOLDINGS INC COM | 74346Y103 | 518,904 | $16.0M | 0.36% |
| 44 | MIX TELEMATICS LTD SPONSORED A | 60688N102 | 2,505,740 | $15.8M | 0.36% |
| 45 | IROBOT CORP COM | 462726100 | 340,448 | $15.4M | 0.35% |
| 46 | VIZIO HLDG CORP CL A COM | 92858V101 | 2,031,209 | $13.7M | 0.31% |
| 47 | SEMTECH CORP COM | SMTC | 506,631 | $12.9M | 0.29% |
| 48 | SURMODICS INC COM | 868873100 | 407,080 | $12.7M | 0.29% |
| 49 | CEVA INC COM | CEVA | 457,838 | $11.7M | 0.26% |
| 50 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,505,390 | $11.7M | 0.26% |
| 51 | KORNIT DIGITAL LTD SHS | KRNT | 307,853 | $9.0M | 0.20% |
| 52 | EGAIN CORP COM NEW | EGAN | 1,051,716 | $7.9M | 0.18% |
| 53 | DULUTH HLDGS INC COM CL B | DLTH | 1,026,499 | $6.4M | 0.15% |
| 54 | COHERUS BIOSCIENCES INC COM | CHRS | 1,179,685 | $5.0M | 0.11% |
| 55 | CARA THERAPEUTICS INC COM | 140755109 | 1,764,201 | $5.0M | 0.11% |
| 56 | MILLERKNOLL INC COM | MLKN | 313,257 | $4.6M | 0.10% |
| 57 | STONERIDGE INC COM | SRI | 219,848 | $4.1M | 0.09% |
| 58 | EVERBRIDGE INC COM | EVEX-WT | 116,857 | $3.1M | 0.07% |
| 59 | ZUMIEZ INC COM | ZUMZ | 180,155 | $3.0M | 0.07% |
| 60 | MIMEDX GROUP INC COM | MDXG | 323,505 | $2.1M | 0.05% |
| 61 | FLOTEK INDS INC DEL COM | 343389102 | 753,101 | $552,776 | 0.01% |
| 62 | APPLE INC COM | AAPL | 2,106 | $408,501 | 0.01% |
| 63 | MICROSOFT CORP COM | MSFT | 982 | $334,410 | 0.01% |
| 64 | CHEVRON CORP NEW COM | CVX | 1,295 | $203,768 | 0.00% |