13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001050442-25-000007
Total Value
$5.26B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC CL A | 74624M102 | 5,629,496 | $345.8M | 6.58% |
| 2 | GARMIN LTD SHS | GRMN | 1,420,035 | $292.9M | 5.57% |
| 3 | EXPAND ENERGY CORPORATION COM | EXE | 2,736,972 | $272.5M | 5.18% |
| 4 | ARISTA NETWORKS INC COM SHS | ANET | 2,405,303 | $265.9M | 5.06% |
| 5 | PLEXUS CORP COM | PLXS | 1,677,113 | $262.4M | 4.99% |
| 6 | SUPER MICRO COMPUTER INC COM N | SMCI | 7,390,816 | $225.3M | 4.28% |
| 7 | INTERDIGITAL INC COM | IDCC | 1,114,983 | $216.0M | 4.11% |
| 8 | ALARM COM HLDGS INC COM | ALRM | 2,941,556 | $178.8M | 3.40% |
| 9 | SEMTECH CORP COM | SMTC | 2,692,955 | $166.6M | 3.17% |
| 10 | ALIGN TECHNOLOGY INC | ALGN | 787,596 | $164.2M | 3.12% |
| 11 | AKAMAI TECHNOLOGIES COM | AKAM | 1,610,018 | $154.0M | 2.93% |
| 12 | COTERRA ENERGY INC COM | CTRA | 5,612,080 | $143.3M | 2.73% |
| 13 | GENTEX CORP COM | GNTX | 4,782,808 | $137.4M | 2.61% |
| 14 | COGNEX CORP COM | CGNX | 3,806,550 | $136.5M | 2.60% |
| 15 | ROYAL CARIBBEAN GROUP | V7780T103 | 583,402 | $134.6M | 2.56% |
| 16 | SNAP ON INC COM | SNA | 396,105 | $134.5M | 2.56% |
| 17 | POWER INTEGRATIONS INC COM | POWI | 2,099,892 | $129.6M | 2.46% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 243,644 | $127.2M | 2.42% |
| 19 | INTUIT COM | INTU | 194,217 | $122.1M | 2.32% |
| 20 | DOLBY LABORATORIES INC COM CL | DLB | 1,528,838 | $119.4M | 2.27% |
| 21 | FLOOR & DECOR HLDGS INC CL A | FND | 1,196,282 | $119.3M | 2.27% |
| 22 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,869,452 | $107.2M | 2.04% |
| 23 | AUTODESK INC COM | ADSK | 355,801 | $105.2M | 2.00% |
| 24 | CORE LABORATORIES INC | CLB | 5,503,651 | $95.3M | 1.81% |
| 25 | PROTO LABS INC COM | PRLB | 2,173,699 | $85.0M | 1.62% |
| 26 | LGI HOMES INC COM | LGIH | 930,262 | $83.2M | 1.58% |
| 27 | STITCH FIX INC COM CL A | SFIX | 16,509,280 | $71.2M | 1.35% |
| 28 | GENERAC HLDGS INC COM | GNRC | 410,697 | $63.7M | 1.21% |
| 29 | KORNIT DIGITAL LTD SHS | KRNT | 2,013,833 | $62.3M | 1.19% |
| 30 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 329,199 | $60.6M | 1.15% |
| 31 | LANDSTAR SYS INC COM | LSTR | 327,459 | $56.3M | 1.07% |
| 32 | POWERFLEET INC | AIOT | 8,387,851 | $55.9M | 1.06% |
| 33 | UNDER ARMOUR INC CL A | UA | 5,973,188 | $49.5M | 0.94% |
| 34 | MSC INDL DIRECT INC CL A COM | 553530106 | 642,144 | $48.0M | 0.91% |
| 35 | GENTHERM INC COM | THRM | 1,187,316 | $47.4M | 0.90% |
| 36 | STRATEGIC ED INC COM | STRA | 435,530 | $40.7M | 0.77% |
| 37 | IPG PHOTONICS CORP COM | IPGP | 556,114 | $40.4M | 0.77% |
| 38 | GRACO INC COM | GGG | 417,722 | $35.2M | 0.67% |
| 39 | MYRIAD GENETICS INC COM | MYGN | 2,556,579 | $35.1M | 0.67% |
| 40 | VIASAT INC COM | VSAT | 3,938,494 | $33.5M | 0.64% |
| 41 | SPS COMM INC COM | SPSC | 154,794 | $28.5M | 0.54% |
| 42 | TREX CO INC COM | TREX | 379,237 | $26.2M | 0.50% |
| 43 | PAYCHEX INC COM | PAYX | 167,190 | $23.4M | 0.45% |
| 44 | DOUBLEVERIFY HLDGS INC COM | DV | 1,190,599 | $22.9M | 0.43% |
| 45 | CANTALOUPE INC COM | CTLPP | 1,570,398 | $14.9M | 0.28% |
| 46 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,425,514 | $14.3M | 0.27% |
| 47 | CEVA INC COM | CEVA | 447,916 | $14.1M | 0.27% |
| 48 | PROGYNY INC COM | PGNY | 659,987 | $11.4M | 0.22% |
| 49 | MATERIALISE NV SPONSORED ADS | MTLS | 1,559,900 | $11.0M | 0.21% |
| 50 | PROS HOLDINGS INC COM | 74346Y103 | 492,999 | $10.8M | 0.21% |
| 51 | SURMODICS INC COM | 868873100 | 229,584 | $9.1M | 0.17% |
| 52 | MILLERKNOLL INC COM | MLKN | 366,775 | $8.3M | 0.16% |
| 53 | ZIPRECRUITER INC CL A | ZIP | 1,010,084 | $7.3M | 0.14% |
| 54 | EGAIN CORP COM NEW | EGAN | 1,009,621 | $6.3M | 0.12% |
| 55 | SOUNDTHINKING INC COM | SSTI | 449,683 | $5.9M | 0.11% |
| 56 | VERINT SYS INC COM | 92343X100 | 193,686 | $5.3M | 0.10% |
| 57 | INMODE LTD SHS | INMD | 303,779 | $5.1M | 0.10% |
| 58 | FOX FACTORY HLDG CORP COM | FOXF | 135,426 | $4.1M | 0.08% |
| 59 | MIMEDX GROUP INC COM | MDXG | 347,946 | $3.3M | 0.06% |
| 60 | STONERIDGE INC COM | SRI | 226,545 | $1.4M | 0.03% |
| 61 | COHERUS BIOSCIENCES INC COM | CHRS | 566,746 | $782,109 | 0.01% |
| 62 | APPLE INC COM | AAPL | 1,464 | $366,615 | 0.01% |
| 63 | MICROSOFT CORP COM | MSFT | 679 | $286,198 | 0.01% |
| 64 | BROADCOM INC COM | AVGO | 1,206 | $279,599 | 0.01% |
| 65 | AMAZON COM INC COM | AMZN | 1,260 | $276,431 | 0.01% |