13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001050442-25-000021
Total Value
$5.23B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUPER MICRO COMPUTER INC COM N | SMCI | 9,730,773 | $476.9M | 9.12% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,457,555 | $314.2M | 6.01% |
| 3 | EXPAND ENERGY CORPORATION COM | EXE | 2,622,749 | $306.7M | 5.87% |
| 4 | GARMIN LTD SHS | GRMN | 1,419,365 | $296.2M | 5.67% |
| 5 | PLEXUS CORP COM | PLXS | 1,646,511 | $222.8M | 4.26% |
| 6 | INTERDIGITAL INC COM | IDCC | 960,632 | $215.4M | 4.12% |
| 7 | ARISTA NETWORKS INC COM SHS | ANET | 2,031,563 | $207.8M | 3.97% |
| 8 | ALARM COM HLDGS INC COM | ALRM | 3,491,824 | $197.5M | 3.78% |
| 9 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 2,611,152 | $183.7M | 3.51% |
| 10 | COTERRA ENERGY INC COM | CTRA | 6,910,582 | $175.4M | 3.35% |
| 11 | ALIGN TECHNOLOGY INC | ALGN | 844,987 | $160.0M | 3.06% |
| 12 | COGNEX CORP COM | CGNX | 4,768,716 | $151.3M | 2.89% |
| 13 | AKAMAI TECHNOLOGIES COM | AKAM | 1,838,778 | $146.7M | 2.80% |
| 14 | SEMTECH CORP COM | SMTC | 2,894,536 | $130.7M | 2.50% |
| 15 | SNAP ON INC COM | SNA | 389,186 | $121.1M | 2.32% |
| 16 | POWER INTEGRATIONS INC COM | POWI | 2,060,826 | $115.2M | 2.20% |
| 17 | DOLBY LABORATORIES INC COM CL | DLB | 1,538,824 | $114.3M | 2.19% |
| 18 | PROTO LABS INC COM | PRLB | 2,722,011 | $109.0M | 2.08% |
| 19 | GENTEX CORP COM | GNTX | 4,922,641 | $108.2M | 2.07% |
| 20 | AUTODESK INC COM | ADSK | 340,860 | $105.5M | 2.02% |
| 21 | GENERAC HLDGS INC COM | GNRC | 640,519 | $91.7M | 1.75% |
| 22 | FLOOR & DECOR HLDGS INC CL A | FND | 1,166,279 | $88.6M | 1.69% |
| 23 | VIASAT INC COM | VSAT | 5,845,100 | $85.3M | 1.63% |
| 24 | INTUIT COM | INTU | 105,131 | $82.8M | 1.58% |
| 25 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 320,810 | $77.9M | 1.49% |
| 26 | STITCH FIX INC COM CL A | SFIX | 18,565,002 | $68.7M | 1.31% |
| 27 | CORE LABORATORIES INC | CLB | 5,440,884 | $62.7M | 1.20% |
| 28 | INTUITIVE SURGICAL INC | ISRG | 114,204 | $62.1M | 1.19% |
| 29 | TREX CO INC COM | TREX | 1,088,031 | $59.2M | 1.13% |
| 30 | SPS COMM INC COM | SPSC | 425,126 | $57.9M | 1.11% |
| 31 | SHARKNINJA INC COM SHS | SN | 465,178 | $46.0M | 0.88% |
| 32 | LGI HOMES INC COM | LGIH | 860,457 | $44.3M | 0.85% |
| 33 | LANDSTAR SYS INC COM | LSTR | 309,783 | $43.1M | 0.82% |
| 34 | SIMPSON MFG INC COM | 829073105 | 265,604 | $41.3M | 0.79% |
| 35 | IPG PHOTONICS CORP COM | IPGP | 579,951 | $39.8M | 0.76% |
| 36 | KORNIT DIGITAL LTD SHS | KRNT | 1,982,486 | $39.5M | 0.75% |
| 37 | UNDER ARMOUR INC CL A | UA | 5,275,757 | $36.0M | 0.69% |
| 38 | CANTALOUPE INC COM | CTLPP | 3,173,351 | $34.9M | 0.67% |
| 39 | POWERFLEET INC | AIOT | 8,049,058 | $34.7M | 0.66% |
| 40 | GRACO INC COM | GGG | 399,348 | $34.3M | 0.66% |
| 41 | CELSIUS HLDGS INC COM NEW | CELH | 716,703 | $33.2M | 0.64% |
| 42 | DOUBLEVERIFY HLDGS INC COM | DV | 2,031,795 | $30.4M | 0.58% |
| 43 | PAYCHEX INC COM | PAYX | 158,082 | $23.0M | 0.44% |
| 44 | ZIPRECRUITER INC CL A | ZIP | 4,508,331 | $22.6M | 0.43% |
| 45 | PROS HOLDINGS INC COM | 74346Y103 | 1,400,778 | $21.9M | 0.42% |
| 46 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,244,769 | $17.8M | 0.34% |
| 47 | PROGYNY INC COM | PGNY | 639,837 | $14.1M | 0.27% |
| 48 | CEVA INC COM | CEVA | 619,817 | $13.6M | 0.26% |
| 49 | MILLERKNOLL INC COM | MLKN | 574,049 | $11.1M | 0.21% |
| 50 | MATERIALISE NV SPONSORED ADS | MTLS | 1,890,920 | $10.7M | 0.20% |
| 51 | VERINT SYS INC COM | 92343X100 | 396,998 | $7.8M | 0.15% |
| 52 | EGAIN CORP COM NEW | EGAN | 948,583 | $5.9M | 0.11% |
| 53 | SOUNDTHINKING INC COM | SSTI | 447,240 | $5.8M | 0.11% |
| 54 | INMODE LTD SHS | INMD | 304,069 | $4.4M | 0.08% |
| 55 | MYRIAD GENETICS INC COM | MYGN | 753,956 | $4.0M | 0.08% |
| 56 | FOX FACTORY HLDG CORP COM | FOXF | 136,277 | $3.5M | 0.07% |
| 57 | SURMODICS INC COM | 868873100 | 100,620 | $3.0M | 0.06% |
| 58 | MIMEDX GROUP INC COM | MDXG | 361,249 | $2.2M | 0.04% |
| 59 | AXOGEN INC COM | AXGN | 165,657 | $1.8M | 0.03% |
| 60 | STONERIDGE INC COM | SRI | 223,177 | $1.6M | 0.03% |
| 61 | APPLE INC COM | AAPL | 2,312 | $474,353 | 0.01% |
| 62 | MICROSOFT CORP COM | MSFT | 679 | $337,741 | 0.01% |
| 63 | BROADCOM INC COM | AVGO | 1,080 | $297,702 | 0.01% |
| 64 | BANK AMERICA CORP COM | 060505104 | 5,000 | $236,600 | 0.00% |