13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001050442-24-000011
Total Value
$5.48B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 1,019,432 | $1.03B | 18.78% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,621,581 | $292.3M | 5.33% |
| 3 | SOUTHWESTERN ENERGY CO COM | 845467109 | 30,622,480 | $232.1M | 4.23% |
| 4 | ALIGN TECHNOLOGY INC | ALGN | 703,942 | $230.8M | 4.21% |
| 5 | GARMIN LTD SHS | GRMN | 1,363,055 | $202.9M | 3.70% |
| 6 | PLEXUS CORP COM | PLXS | 2,101,802 | $199.3M | 3.64% |
| 7 | ALARM COM HLDGS INC COM | ALRM | 2,552,533 | $185.0M | 3.37% |
| 8 | ARISTA NETWORKS INC COM | ANET | 614,618 | $178.2M | 3.25% |
| 9 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,744,506 | $156.5M | 2.85% |
| 10 | GENTEX CORP COM | GNTX | 4,216,374 | $152.3M | 2.78% |
| 11 | AKAMAI TECHNOLOGIES COM | AKAM | 1,396,681 | $151.9M | 2.77% |
| 12 | POWER INTEGRATIONS INC COM | POWI | 2,038,786 | $145.9M | 2.66% |
| 13 | COGNEX CORP COM | CGNX | 3,396,868 | $144.1M | 2.63% |
| 14 | FLOOR & DECOR HLDGS INC CL A | FND | 1,107,705 | $143.6M | 2.62% |
| 15 | COTERRA ENERGY INC COM | CTRA | 5,012,671 | $139.8M | 2.55% |
| 16 | INTUIT COM | INTU | 204,436 | $132.9M | 2.42% |
| 17 | DOLBY LABORATORIES INC COM CL | DLB | 1,391,771 | $116.6M | 2.13% |
| 18 | INTERDIGITAL INC COM | IDCC | 1,082,395 | $115.2M | 2.10% |
| 19 | SNAP ON INC COM | SNA | 361,519 | $107.1M | 1.95% |
| 20 | LGI HOMES INC COM | LGIH | 890,858 | $103.7M | 1.89% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 256,041 | $102.2M | 1.86% |
| 22 | AUTODESK INC COM | ADSK | 349,500 | $91.0M | 1.66% |
| 23 | ROYAL CARIBBEAN GROUP | V7780T103 | 599,520 | $83.3M | 1.52% |
| 24 | PROTO LABS INC COM | PRLB | 1,909,839 | $68.3M | 1.25% |
| 25 | GENTHERM INC COM | THRM | 1,138,571 | $65.6M | 1.20% |
| 26 | LANDSTAR SYS INC COM | LSTR | 324,717 | $62.6M | 1.14% |
| 27 | VIASAT INC COM | VSAT | 3,412,600 | $61.7M | 1.13% |
| 28 | MSC INDL DIRECT INC CL A COM | 553530106 | 595,445 | $57.8M | 1.05% |
| 29 | STRATEGIC ED INC COM | STRA | 448,179 | $46.7M | 0.85% |
| 30 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 305,934 | $45.4M | 0.83% |
| 31 | GENERAC HLDGS INC COM | GNRC | 358,713 | $45.2M | 0.83% |
| 32 | MYRIAD GENETICS INC COM | MYGN | 2,077,293 | $44.3M | 0.81% |
| 33 | IPG PHOTONICS CORP COM | IPGP | 480,184 | $43.5M | 0.79% |
| 34 | TREX CO INC COM | TREX | 415,939 | $41.5M | 0.76% |
| 35 | UNDER ARMOUR INC CL A | UA | 5,341,912 | $39.4M | 0.72% |
| 36 | GRACO INC COM | GGG | 413,882 | $38.7M | 0.71% |
| 37 | VIZIO HLDG CORP CL A COM | 92858V101 | 3,437,340 | $37.6M | 0.69% |
| 38 | KORNIT DIGITAL LTD SHS | KRNT | 1,948,604 | $35.3M | 0.64% |
| 39 | MIX TELEMATICS LTD SPONSORED A | 60688N102 | 2,186,704 | $31.8M | 0.58% |
| 40 | SPS COMM INC COM | SPSC | 170,171 | $31.5M | 0.57% |
| 41 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,569,157 | $20.7M | 0.38% |
| 42 | PROGYNY INC COM | PGNY | 519,054 | $19.8M | 0.36% |
| 43 | SURMODICS INC COM | 868873100 | 659,175 | $19.3M | 0.35% |
| 44 | PROS HOLDINGS INC COM | 74346Y103 | 524,174 | $19.0M | 0.35% |
| 45 | STITCH FIX INC COM CL A | SFIX | 6,876,897 | $18.2M | 0.33% |
| 46 | PAYCHEX INC COM | PAYX | 141,615 | $17.4M | 0.32% |
| 47 | INMODE LTD SHS | INMD | 782,531 | $16.9M | 0.31% |
| 48 | SEMTECH CORP COM | SMTC | 562,869 | $15.5M | 0.28% |
| 49 | CORE LABORATORIES INC | CLB | 815,757 | $13.9M | 0.25% |
| 50 | ZIPRECRUITER INC CL A | ZIP | 988,806 | $11.4M | 0.21% |
| 51 | CEVA INC COM | CEVA | 486,670 | $11.1M | 0.20% |
| 52 | CANTALOUPE INC | CTLPP | 1,586,830 | $10.2M | 0.19% |
| 53 | MATERIALISE NV SPONSORED ADS | MTLS | 1,591,676 | $8.4M | 0.15% |
| 54 | MILLERKNOLL INC COM | MLKN | 330,938 | $8.2M | 0.15% |
| 55 | POWERFLEET INC | AIOT | 1,497,088 | $8.0M | 0.15% |
| 56 | EGAIN CORP COM NEW | EGAN | 1,128,090 | $7.3M | 0.13% |
| 57 | EVERBRIDGE INC COM | EVEX-WT | 129,942 | $4.5M | 0.08% |
| 58 | STONERIDGE INC COM | SRI | 239,480 | $4.4M | 0.08% |
| 59 | COHERUS BIOSCIENCES INC COM | CHRS | 1,255,937 | $3.0M | 0.05% |
| 60 | LUNA INNOVATIONS INC | 550351100 | 903,468 | $2.9M | 0.05% |
| 61 | ZUMIEZ INC COM | ZUMZ | 185,600 | $2.8M | 0.05% |
| 62 | MIMEDX GROUP INC COM | MDXG | 351,923 | $2.7M | 0.05% |
| 63 | CARA THERAPEUTICS INC COM | 140755109 | 1,815,058 | $1.7M | 0.03% |
| 64 | MICROSOFT CORP COM | MSFT | 679 | $285,669 | 0.01% |
| 65 | SLEEP NUMBER CORPORATION | SNBR | 15,994 | $256,384 | 0.00% |
| 66 | VALERO ENERGY CORP COM | VLO | 1,500 | $256,035 | 0.00% |
| 67 | APPLE INC COM | AAPL | 1,464 | $251,047 | 0.00% |
| 68 | CHEVRON CORP NEW COM | CVX | 1,295 | $204,273 | 0.00% |