13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001050442-25-000009
Total Value
$4.83B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GARMIN LTD SHS | GRMN | 1,414,152 | $307.1M | 6.36% |
| 2 | EXPAND ENERGY CORPORATION COM | EXE | 2,679,629 | $298.3M | 6.17% |
| 3 | SUPER MICRO COMPUTER INC COM N | SMCI | 8,349,727 | $285.9M | 5.92% |
| 4 | PURE STORAGE INC CL A | 74624M102 | 5,485,149 | $242.8M | 5.03% |
| 5 | INTERDIGITAL INC COM | IDCC | 1,084,353 | $224.2M | 4.64% |
| 6 | PLEXUS CORP COM | PLXS | 1,651,311 | $211.6M | 4.38% |
| 7 | COTERRA ENERGY INC COM | CTRA | 6,945,328 | $200.7M | 4.15% |
| 8 | ALARM COM HLDGS INC COM | ALRM | 3,389,343 | $188.6M | 3.90% |
| 9 | AKAMAI TECHNOLOGIES COM | AKAM | 1,850,380 | $149.0M | 3.08% |
| 10 | COGNEX CORP COM | CGNX | 4,727,789 | $141.0M | 2.92% |
| 11 | ALIGN TECHNOLOGY INC | ALGN | 837,233 | $133.0M | 2.75% |
| 12 | SNAP ON INC COM | SNA | 394,315 | $132.9M | 2.75% |
| 13 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 2,647,553 | $128.2M | 2.65% |
| 14 | ARISTA NETWORKS INC COM SHS | ANET | 1,616,461 | $125.2M | 2.59% |
| 15 | DOLBY LABORATORIES INC COM CL | DLB | 1,546,961 | $124.2M | 2.57% |
| 16 | GENTEX CORP COM | GNTX | 4,926,527 | $114.8M | 2.38% |
| 17 | INTUIT COM | INTU | 178,996 | $109.9M | 2.27% |
| 18 | POWER INTEGRATIONS INC COM | POWI | 2,076,576 | $104.9M | 2.17% |
| 19 | SEMTECH CORP COM | SMTC | 2,778,615 | $95.6M | 1.98% |
| 20 | FLOOR & DECOR HLDGS INC CL A | FND | 1,181,256 | $95.1M | 1.97% |
| 21 | PROTO LABS INC COM | PRLB | 2,670,718 | $93.6M | 1.94% |
| 22 | AUTODESK INC COM | ADSK | 343,756 | $90.0M | 1.86% |
| 23 | CORE LABORATORIES INC | CLB | 5,491,722 | $82.3M | 1.70% |
| 24 | GENERAC HLDGS INC COM | GNRC | 643,667 | $81.5M | 1.69% |
| 25 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 322,794 | $66.9M | 1.38% |
| 26 | INTUITIVE SURGICAL INC | ISRG | 134,657 | $66.7M | 1.38% |
| 27 | TREX CO INC COM | TREX | 1,094,363 | $63.6M | 1.32% |
| 28 | LGI HOMES INC COM | LGIH | 934,007 | $62.1M | 1.28% |
| 29 | STITCH FIX INC COM CL A | SFIX | 18,697,233 | $60.8M | 1.26% |
| 30 | VIASAT INC COM | VSAT | 5,048,751 | $52.6M | 1.09% |
| 31 | MSC INDL DIRECT INC CL A COM | 553530106 | 618,116 | $48.0M | 0.99% |
| 32 | LANDSTAR SYS INC COM | LSTR | 310,617 | $46.7M | 0.97% |
| 33 | POWERFLEET INC | AIOT | 8,100,937 | $44.5M | 0.92% |
| 34 | MYRIAD GENETICS INC COM | MYGN | 4,733,692 | $42.0M | 0.87% |
| 35 | SIMPSON MFG INC COM | 829073105 | 266,935 | $41.9M | 0.87% |
| 36 | STRATEGIC ED INC COM | STRA | 474,788 | $39.9M | 0.83% |
| 37 | UNDER ARMOUR INC CL A | UA | 6,136,209 | $38.4M | 0.79% |
| 38 | KORNIT DIGITAL LTD SHS | KRNT | 1,984,559 | $37.9M | 0.78% |
| 39 | IPG PHOTONICS CORP COM | IPGP | 581,394 | $36.7M | 0.76% |
| 40 | GRACO INC COM | GGG | 404,026 | $33.7M | 0.70% |
| 41 | GENTHERM INC COM | THRM | 1,190,008 | $31.8M | 0.66% |
| 42 | DOUBLEVERIFY HLDGS INC COM | DV | 2,049,356 | $27.4M | 0.57% |
| 43 | CELSIUS HLDGS INC COM NEW | CELH | 721,264 | $25.7M | 0.53% |
| 44 | PAYCHEX INC COM | PAYX | 161,799 | $25.0M | 0.52% |
| 45 | ROYAL CARIBBEAN GROUP | V7780T103 | 100,217 | $20.6M | 0.43% |
| 46 | PROS HOLDINGS INC COM | 74346Y103 | 1,074,105 | $20.4M | 0.42% |
| 47 | SPS COMM INC COM | SPSC | 147,627 | $19.6M | 0.41% |
| 48 | CANTALOUPE INC COM | CTLPP | 1,981,603 | $15.6M | 0.32% |
| 49 | PROGYNY INC COM | PGNY | 653,070 | $14.6M | 0.30% |
| 50 | CEVA INC COM | CEVA | 440,719 | $11.3M | 0.23% |
| 51 | MILLERKNOLL INC COM | MLKN | 571,822 | $10.9M | 0.23% |
| 52 | ZIPRECRUITER INC CL A | ZIP | 1,621,606 | $9.6M | 0.20% |
| 53 | MATERIALISE NV SPONSORED ADS | MTLS | 1,875,347 | $9.2M | 0.19% |
| 54 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,268,330 | $9.1M | 0.19% |
| 55 | SOUNDTHINKING INC COM | SSTI | 450,242 | $7.6M | 0.16% |
| 56 | VERINT SYS INC COM | 92343X100 | 400,386 | $7.1M | 0.15% |
| 57 | SURMODICS INC COM | 868873100 | 202,953 | $6.2M | 0.13% |
| 58 | INMODE LTD SHS | INMD | 296,637 | $5.3M | 0.11% |
| 59 | EGAIN CORP COM NEW | EGAN | 963,494 | $4.7M | 0.10% |
| 60 | FOX FACTORY HLDG CORP COM | FOXF | 137,239 | $3.2M | 0.07% |
| 61 | MIMEDX GROUP INC COM | MDXG | 339,864 | $2.6M | 0.05% |
| 62 | STONERIDGE INC COM | SRI | 227,929 | $1.0M | 0.02% |
| 63 | APPLE INC COM | AAPL | 1,332 | $295,877 | 0.01% |
| 64 | MICROSOFT CORP COM | MSFT | 679 | $254,890 | 0.01% |