13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001050442-23-000014
Total Value
$4.20B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 2,831,259 | $776.4M | 18.47% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,712,685 | $203.5M | 4.84% |
| 3 | PLEXUS CORP COM | PLXS | 2,044,253 | $190.1M | 4.52% |
| 4 | SOUTHWESTERN ENERGY CO COM | 845467109 | 29,416,205 | $189.7M | 4.51% |
| 5 | POWER INTEGRATIONS INC COM | POWI | 2,071,029 | $158.0M | 3.76% |
| 6 | AKAMAI TECHNOLOGIES COM | AKAM | 1,395,112 | $148.6M | 3.54% |
| 7 | GARMIN LTD SHS | GRMN | 1,358,628 | $142.9M | 3.40% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 449,035 | $137.1M | 3.26% |
| 9 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,747,128 | $136.4M | 3.24% |
| 10 | GENTEX CORP COM | GNTX | 4,140,040 | $134.7M | 3.21% |
| 11 | INTUIT COM | INTU | 262,283 | $134.0M | 3.19% |
| 12 | COTERRA ENERGY INC COM | CTRA | 4,885,685 | $132.2M | 3.14% |
| 13 | ARISTA NETWORKS INC COM | ANET | 642,990 | $118.3M | 2.81% |
| 14 | DOLBY LABORATORIES INC COM CL | DLB | 1,384,871 | $109.8M | 2.61% |
| 15 | ALARM COM HLDGS INC COM | ALRM | 1,736,132 | $106.1M | 2.53% |
| 16 | SNAP ON INC COM | SNA | 355,084 | $90.6M | 2.15% |
| 17 | COGNEX CORP COM | CGNX | 1,947,121 | $82.6M | 1.97% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 270,455 | $79.1M | 1.88% |
| 19 | AUTODESK INC COM | ADSK | 373,140 | $77.2M | 1.84% |
| 20 | ROYAL CARIBBEAN GROUP | V7780T103 | 715,011 | $65.9M | 1.57% |
| 21 | FLOOR & DECOR HLDGS INC CL A | FND | 698,879 | $63.2M | 1.50% |
| 22 | GENTHERM INC COM | THRM | 1,091,667 | $59.2M | 1.41% |
| 23 | LANDSTAR SYS INC COM | LSTR | 332,377 | $58.8M | 1.40% |
| 24 | VIASAT INC COM | VSAT | 3,054,158 | $56.4M | 1.34% |
| 25 | INTERDIGITAL INC COM | IDCC | 677,226 | $54.3M | 1.29% |
| 26 | LGI HOMES INC COM | LGIH | 506,607 | $50.4M | 1.20% |
| 27 | SLEEP NUMBER CORPORATION | SNBR | 1,904,386 | $46.8M | 1.11% |
| 28 | PROTO LABS INC COM | PRLB | 1,764,397 | $46.6M | 1.11% |
| 29 | IPG PHOTONICS CORP COM | IPGP | 423,501 | $43.0M | 1.02% |
| 30 | STRATEGIC ED INC COM | STRA | 478,156 | $36.0M | 0.86% |
| 31 | UNDER ARMOUR INC CL A | UA | 5,156,663 | $35.3M | 0.84% |
| 32 | GENERAC HLDGS INC COM | GNRC | 307,682 | $33.5M | 0.80% |
| 33 | SPS COMM INC COM | SPSC | 190,696 | $32.5M | 0.77% |
| 34 | GRACO INC COM | GGG | 438,285 | $31.9M | 0.76% |
| 35 | MYRIAD GENETICS INC COM | MYGN | 1,973,312 | $31.7M | 0.75% |
| 36 | TREX CO INC COM | TREX | 425,580 | $26.2M | 0.62% |
| 37 | MSC INDL DIRECT INC CL A COM | 553530106 | 266,378 | $26.1M | 0.62% |
| 38 | STITCH FIX INC COM CL A | SFIX | 6,208,167 | $21.4M | 0.51% |
| 39 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,497,486 | $19.4M | 0.46% |
| 40 | SURMODICS INC COM | 868873100 | 595,703 | $19.1M | 0.45% |
| 41 | PAYCHEX INC COM | PAYX | 157,403 | $18.2M | 0.43% |
| 42 | PROS HOLDINGS INC COM | 74346Y103 | 513,791 | $17.8M | 0.42% |
| 43 | CORE LABORATORIES INC | CLB | 738,384 | $17.7M | 0.42% |
| 44 | OPEN TEXT CORP COM | OTEX | 490,956 | $17.2M | 0.41% |
| 45 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 112,058 | $15.7M | 0.37% |
| 46 | MIX TELEMATICS LTD SPONSORED A | 60688N102 | 2,507,740 | $13.8M | 0.33% |
| 47 | SEMTECH CORP COM | SMTC | 512,501 | $13.2M | 0.31% |
| 48 | IROBOT CORP COM | 462726100 | 337,709 | $12.8M | 0.30% |
| 49 | VIZIO HLDG CORP CL A COM | 92858V101 | 2,085,658 | $11.3M | 0.27% |
| 50 | CEVA INC COM | CEVA | 459,226 | $8.9M | 0.21% |
| 51 | DULUTH HLDGS INC COM CL B | DLTH | 1,478,802 | $8.9M | 0.21% |
| 52 | MILLERKNOLL INC COM | MLKN | 311,665 | $7.6M | 0.18% |
| 53 | EGAIN CORP COM NEW | EGAN | 1,057,424 | $6.5M | 0.15% |
| 54 | KORNIT DIGITAL LTD SHS | KRNT | 330,540 | $6.3M | 0.15% |
| 55 | STONERIDGE INC COM | SRI | 221,156 | $4.4M | 0.11% |
| 56 | COHERUS BIOSCIENCES INC COM | CHRS | 1,183,626 | $4.4M | 0.11% |
| 57 | ZUMIEZ INC COM | ZUMZ | 178,791 | $3.2M | 0.08% |
| 58 | CARA THERAPEUTICS INC COM | 140755109 | 1,772,397 | $3.0M | 0.07% |
| 59 | EVERBRIDGE INC COM | EVEX-WT | 118,048 | $2.6M | 0.06% |
| 60 | MIMEDX GROUP INC COM | MDXG | 320,303 | $2.3M | 0.06% |
| 61 | FLOTEK INDS INC DEL COM | 343389409 | 123,649 | $547,763 | 0.01% |
| 62 | APPLE INC COM | AAPL | 2,106 | $360,568 | 0.01% |
| 63 | MICROSOFT CORP COM | MSFT | 982 | $310,066 | 0.01% |
| 64 | CHEVRON CORP NEW COM | CVX | 1,295 | $218,363 | 0.01% |
| 65 | VALERO ENERGY CORP COM | VLO | 1,500 | $212,565 | 0.01% |