13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001050442-24-000028
Total Value
$5.29B
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM N | SMCI | 1,043,469 | $434.5M | 8.22% |
| 2 | PLEXUS CORP COM | PLXS | 2,168,512 | $296.5M | 5.61% |
| 3 | PURE STORAGE INC CL A | 74624M102 | 5,684,218 | $285.6M | 5.40% |
| 4 | GARMIN LTD SHS | GRMN | 1,401,004 | $246.6M | 4.66% |
| 5 | ARISTA NETWORKS INC COM | ANET | 613,192 | $235.4M | 4.45% |
| 6 | SOUTHWESTERN ENERGY CO COM | 845467109 | 31,570,774 | $224.5M | 4.24% |
| 7 | ALIGN TECHNOLOGY INC | ALGN | 753,026 | $191.5M | 3.62% |
| 8 | INTERDIGITAL INC COM | IDCC | 1,132,818 | $160.4M | 3.03% |
| 9 | ALARM COM HLDGS INC COM | ALRM | 2,874,849 | $157.2M | 2.97% |
| 10 | COGNEX CORP COM | CGNX | 3,751,807 | $151.9M | 2.87% |
| 11 | AKAMAI TECHNOLOGIES COM | AKAM | 1,499,760 | $151.4M | 2.86% |
| 12 | FLOOR & DECOR HLDGS INC CL A | FND | 1,183,669 | $147.0M | 2.78% |
| 13 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,819,855 | $146.1M | 2.76% |
| 14 | POWER INTEGRATIONS INC COM | POWI | 2,111,663 | $135.4M | 2.56% |
| 15 | GENTEX CORP COM | GNTX | 4,493,914 | $133.4M | 2.52% |
| 16 | COTERRA ENERGY INC COM | CTRA | 5,348,026 | $128.1M | 2.42% |
| 17 | INTUIT COM | INTU | 197,805 | $122.8M | 2.32% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 248,208 | $121.9M | 2.31% |
| 19 | SEMTECH CORP COM | SMTC | 2,609,984 | $119.2M | 2.25% |
| 20 | DOLBY LABORATORIES INC COM CL | DLB | 1,466,212 | $112.2M | 2.12% |
| 21 | LGI HOMES INC COM | LGIH | 939,504 | $111.4M | 2.11% |
| 22 | SNAP ON INC COM | SNA | 381,119 | $110.4M | 2.09% |
| 23 | ROYAL CARIBBEAN GROUP | V7780T103 | 591,552 | $104.9M | 1.98% |
| 24 | CORE LABORATORIES INC | CLB | 5,653,591 | $104.8M | 1.98% |
| 25 | AUTODESK INC COM | ADSK | 357,581 | $98.5M | 1.86% |
| 26 | MYRIAD GENETICS INC COM | MYGN | 2,527,435 | $69.2M | 1.31% |
| 27 | LANDSTAR SYS INC COM | LSTR | 326,921 | $61.7M | 1.17% |
| 28 | GENERAC HLDGS INC COM | GNRC | 385,584 | $61.3M | 1.16% |
| 29 | PROTO LABS INC COM | PRLB | 2,056,593 | $60.4M | 1.14% |
| 30 | MSC INDL DIRECT INC CL A COM | 553530106 | 641,779 | $55.2M | 1.04% |
| 31 | KORNIT DIGITAL LTD SHS | KRNT | 2,113,832 | $54.6M | 1.03% |
| 32 | GENTHERM INC COM | THRM | 1,169,671 | $54.4M | 1.03% |
| 33 | VIASAT INC COM | VSAT | 4,419,223 | $52.8M | 1.00% |
| 34 | UNDER ARMOUR INC CL A | UA | 5,740,622 | $51.1M | 0.97% |
| 35 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 327,685 | $50.4M | 0.95% |
| 36 | POWERFLEET INC COM | AIOT | 8,913,708 | $44.6M | 0.84% |
| 37 | STRATEGIC ED INC COM | STRA | 461,012 | $42.7M | 0.81% |
| 38 | IPG PHOTONICS CORP COM | IPGP | 534,833 | $39.7M | 0.75% |
| 39 | STITCH FIX INC COM CL A | SFIX | 13,734,485 | $38.7M | 0.73% |
| 40 | GRACO INC COM | GGG | 419,942 | $36.7M | 0.69% |
| 41 | SPS COMM INC COM | SPSC | 168,644 | $32.7M | 0.62% |
| 42 | TREX CO INC COM | TREX | 413,301 | $27.5M | 0.52% |
| 43 | MILLERKNOLL INC COM | MLKN | 852,584 | $21.1M | 0.40% |
| 44 | PAYCHEX INC COM | PAYX | 154,915 | $20.8M | 0.39% |
| 45 | DOUBLEVERIFY HLDGS INC COM | DV | 1,155,384 | $19.5M | 0.37% |
| 46 | VIZIO HLDG CORP CL A COM | 92858V101 | 1,576,110 | $17.6M | 0.33% |
| 47 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,556,040 | $16.1M | 0.30% |
| 48 | ZIPRECRUITER INC CL A | ZIP | 1,506,678 | $14.3M | 0.27% |
| 49 | PROGYNY INC COM | PGNY | 826,726 | $13.9M | 0.26% |
| 50 | INMODE LTD SHS | INMD | 808,149 | $13.7M | 0.26% |
| 51 | CANTALOUPE INC COM | CTLPP | 1,608,375 | $11.9M | 0.23% |
| 52 | CEVA INC COM | CEVA | 476,254 | $11.5M | 0.22% |
| 53 | SURMODICS INC COM | 868873100 | 276,876 | $10.7M | 0.20% |
| 54 | PROS HOLDINGS INC COM | 74346Y103 | 519,187 | $9.6M | 0.18% |
| 55 | MATERIALISE NV SPONSORED ADS | MTLS | 1,601,641 | $8.8M | 0.17% |
| 56 | FOX FACTORY HLDG CORP COM | FOXF | 138,393 | $5.7M | 0.11% |
| 57 | EGAIN CORP COM NEW | EGAN | 1,117,097 | $5.7M | 0.11% |
| 58 | SOUNDTHINKING INC COM | SSTI | 461,961 | $5.4M | 0.10% |
| 59 | VERINT SYS INC COM | 92343X100 | 200,673 | $5.1M | 0.10% |
| 60 | ZUMIEZ INC COM | ZUMZ | 183,851 | $3.9M | 0.07% |
| 61 | STONERIDGE INC COM | SRI | 247,196 | $2.8M | 0.05% |
| 62 | MIMEDX GROUP INC COM | MDXG | 355,387 | $2.1M | 0.04% |
| 63 | COHERUS BIOSCIENCES INC COM | CHRS | 766,308 | $796,960 | 0.02% |
| 64 | CARA THERAPEUTICS INC COM | 140755109 | 1,113,043 | $342,817 | 0.01% |
| 65 | APPLE INC COM | AAPL | 1,464 | $341,112 | 0.01% |
| 66 | BROADCOM INC COM | AVGO | 1,916 | $330,510 | 0.01% |
| 67 | MICROSOFT CORP COM | MSFT | 679 | $292,174 | 0.01% |
| 68 | AMAZON COM INC COM | AMZN | 1,260 | $234,776 | 0.00% |
| 69 | VALERO ENERGY CORP COM | VLO | 1,500 | $202,545 | 0.00% |