13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q2 2024 · Filed August 15, 2024 · Accession 0001050442-24-000015
Total Value
$5.31B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM | SMCI | 1,012,405 | $829.5M | 15.62% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,506,659 | $353.6M | 6.66% |
| 3 | GARMIN LTD SHS | GRMN | 1,352,359 | $220.3M | 4.15% |
| 4 | PLEXUS CORP COM | PLXS | 2,109,047 | $217.6M | 4.10% |
| 5 | ARISTA NETWORKS INC COM | ANET | 603,236 | $211.4M | 3.98% |
| 6 | SOUTHWESTERN ENERGY CO COM | 845467109 | 30,664,072 | $206.4M | 3.89% |
| 7 | ALARM COM HLDGS INC COM | ALRM | 2,710,998 | $172.3M | 3.24% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 707,542 | $170.8M | 3.22% |
| 9 | COGNEX CORP COM | CGNX | 3,445,894 | $161.1M | 3.03% |
| 10 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,740,382 | $159.2M | 3.00% |
| 11 | GENTEX CORP COM | GNTX | 4,259,831 | $143.6M | 2.70% |
| 12 | POWER INTEGRATIONS INC COM | POWI | 2,030,902 | $142.5M | 2.68% |
| 13 | COTERRA ENERGY INC COM | CTRA | 5,063,920 | $135.1M | 2.54% |
| 14 | INTUIT COM | INTU | 195,165 | $128.3M | 2.41% |
| 15 | INTERDIGITAL INC COM | IDCC | 1,092,927 | $127.4M | 2.40% |
| 16 | AKAMAI TECHNOLOGIES COM | AKAM | 1,411,028 | $127.1M | 2.39% |
| 17 | FLOOR & DECOR HLDGS INC CL A | FND | 1,123,830 | $111.7M | 2.10% |
| 18 | DOLBY LABORATORIES INC COM CL | DLB | 1,402,623 | $111.1M | 2.09% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 247,347 | $110.0M | 2.07% |
| 20 | SNAP ON INC COM | SNA | 365,040 | $95.4M | 1.80% |
| 21 | ROYAL CARIBBEAN GROUP | V7780T103 | 578,032 | $92.2M | 1.74% |
| 22 | CORE LABORATORIES INC | CLB | 4,460,720 | $90.5M | 1.70% |
| 23 | AUTODESK INC COM | ADSK | 348,220 | $86.2M | 1.62% |
| 24 | LGI HOMES INC COM | LGIH | 906,198 | $81.1M | 1.53% |
| 25 | SEMTECH CORP COM | SMTC | 2,494,985 | $74.6M | 1.40% |
| 26 | PROTO LABS INC COM | PRLB | 1,946,349 | $60.1M | 1.13% |
| 27 | LANDSTAR SYS INC COM | LSTR | 317,546 | $58.6M | 1.10% |
| 28 | GENTHERM INC COM | THRM | 1,146,620 | $56.6M | 1.06% |
| 29 | MYRIAD GENETICS INC COM | MYGN | 2,087,328 | $51.1M | 0.96% |
| 30 | STRATEGIC ED INC COM | STRA | 450,928 | $49.9M | 0.94% |
| 31 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 310,695 | $48.3M | 0.91% |
| 32 | GENERAC HLDGS INC COM | GNRC | 365,008 | $48.3M | 0.91% |
| 33 | MSC INDL DIRECT INC CL A COM | 553530106 | 606,702 | $48.1M | 0.91% |
| 34 | VIASAT INC COM | VSAT | 3,449,281 | $43.8M | 0.82% |
| 35 | IPG PHOTONICS CORP COM | IPGP | 490,959 | $41.4M | 0.78% |
| 36 | POWERFLEET INC | AIOT | 8,480,386 | $38.8M | 0.73% |
| 37 | STITCH FIX INC COM CL A | SFIX | 9,273,817 | $38.5M | 0.72% |
| 38 | VIZIO HLDG CORP CL A COM | 92858V101 | 3,440,920 | $37.2M | 0.70% |
| 39 | UNDER ARMOUR INC CL A | UA | 5,412,643 | $36.1M | 0.68% |
| 40 | GRACO INC COM | GGG | 406,066 | $32.2M | 0.61% |
| 41 | SPS COMM INC COM | SPSC | 168,677 | $31.7M | 0.60% |
| 42 | TREX CO INC COM | TREX | 411,580 | $30.5M | 0.57% |
| 43 | KORNIT DIGITAL LTD SHS | KRNT | 2,060,575 | $30.2M | 0.57% |
| 44 | SURMODICS INC COM | 868873100 | 580,566 | $24.4M | 0.46% |
| 45 | PAYCHEX INC COM | PAYX | 140,852 | $16.7M | 0.31% |
| 46 | PROGYNY INC COM | PGNY | 528,412 | $15.1M | 0.28% |
| 47 | PROS HOLDINGS INC COM | 74346Y103 | 523,456 | $15.0M | 0.28% |
| 48 | INMODE LTD SHS | INMD | 804,958 | $14.7M | 0.28% |
| 49 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,570,762 | $14.1M | 0.27% |
| 50 | CANTALOUPE INC | CTLPP | 1,601,261 | $10.6M | 0.20% |
| 51 | CEVA INC COM | CEVA | 480,764 | $9.3M | 0.17% |
| 52 | ZIPRECRUITER INC CL A | ZIP | 990,002 | $9.0M | 0.17% |
| 53 | MILLERKNOLL INC COM | MLKN | 331,266 | $8.8M | 0.17% |
| 54 | MATERIALISE NV SPONSORED ADS | MTLS | 1,593,552 | $8.0M | 0.15% |
| 55 | EGAIN CORP COM NEW | EGAN | 1,129,323 | $7.1M | 0.13% |
| 56 | EVERBRIDGE INC COM | EVEX-WT | 128,350 | $4.5M | 0.08% |
| 57 | STONERIDGE INC COM | SRI | 239,929 | $3.8M | 0.07% |
| 58 | ZUMIEZ INC COM | ZUMZ | 185,693 | $3.6M | 0.07% |
| 59 | MIMEDX GROUP INC COM | MDXG | 352,650 | $2.4M | 0.05% |
| 60 | COHERUS BIOSCIENCES INC COM | CHRS | 1,257,089 | $2.2M | 0.04% |
| 61 | CARA THERAPEUTICS INC COM | 140755109 | 1,935,718 | $499,415 | 0.01% |
| 62 | APPLE INC COM | AAPL | 1,464 | $308,348 | 0.01% |
| 63 | MICROSOFT CORP COM | MSFT | 679 | $303,479 | 0.01% |
| 64 | VALERO ENERGY CORP COM | VLO | 1,500 | $235,140 | 0.00% |
| 65 | BROADCOM INC COM | AVGO | 142 | $227,985 | 0.00% |
| 66 | CHEVRON CORP NEW COM | CVX | 1,295 | $202,564 | 0.00% |