13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001050442-25-000034
Total Value
$5.52B
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 | 9,481,444 | $454.5M | 8.23% |
| 2 | PURE STORAGE INC CL A | 74624M102 | 5,160,182 | $432.5M | 7.84% |
| 3 | GARMIN LTD SHS | GRMN | 1,376,836 | $339.0M | 6.14% |
| 4 | ARISTA NETWORKS INC COM SHS | ANET | 1,923,266 | $280.2M | 5.08% |
| 5 | INTERDIGITAL INC COM | IDCC | 790,941 | $273.1M | 4.95% |
| 6 | EXPAND ENERGY CORPORATION COM | EXE | 2,493,676 | $264.9M | 4.80% |
| 7 | PLEXUS CORP COM | PLXS | 1,553,569 | $224.8M | 4.07% |
| 8 | COGNEX CORP COM | CGNX | 4,604,558 | $208.6M | 3.78% |
| 9 | SEMTECH CORP COM | SMTC | 2,729,382 | $195.0M | 3.53% |
| 10 | ALARM COM HLDGS INC COM | ALRM | 3,332,095 | $176.9M | 3.20% |
| 11 | VIASAT INC COM | VSAT | 5,725,915 | $167.8M | 3.04% |
| 12 | COTERRA ENERGY INC COM | CTRA | 6,675,268 | $157.9M | 2.86% |
| 13 | GENTEX CORP COM | GNTX | 4,736,620 | $134.0M | 2.43% |
| 14 | AKAMAI TECHNOLOGIES COM | AKAM | 1,744,167 | $132.1M | 2.39% |
| 15 | PROTO LABS INC COM | PRLB | 2,592,373 | $129.7M | 2.35% |
| 16 | ZETA GLOBAL HOLDINGS CORP CL A | ZETA | 6,114,851 | $121.5M | 2.20% |
| 17 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,782,569 | $114.5M | 2.07% |
| 18 | SNAP ON INC COM | SNA | 326,023 | $113.0M | 2.05% |
| 19 | GENERAC HLDGS INC COM | GNRC | 618,214 | $103.5M | 1.87% |
| 20 | AUTODESK INC COM | ADSK | 320,777 | $101.9M | 1.85% |
| 21 | ALIGN TECHNOLOGY INC | ALGN | 803,981 | $100.7M | 1.82% |
| 22 | DOLBY LABORATORIES INC COM CL | DLB | 1,373,562 | $99.4M | 1.80% |
| 23 | SPS COMM INC COM | SPSC | 792,472 | $82.5M | 1.50% |
| 24 | FLOOR & DECOR HLDGS INC CL A | FND | 1,119,517 | $82.5M | 1.49% |
| 25 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 306,348 | $79.1M | 1.43% |
| 26 | POWER INTEGRATIONS INC COM | POWI | 1,966,940 | $79.1M | 1.43% |
| 27 | STITCH FIX INC COM CL A | SFIX | 17,510,800 | $76.2M | 1.38% |
| 28 | CORE LABORATORIES INC | CLB | 5,969,860 | $73.8M | 1.34% |
| 29 | INTUIT COM | INTU | 91,011 | $62.2M | 1.13% |
| 30 | TREX CO INC COM | TREX | 1,035,607 | $53.5M | 0.97% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 109,480 | $49.0M | 0.89% |
| 32 | SHARKNINJA INC COM SHS | SN | 447,718 | $46.2M | 0.84% |
| 33 | IPG PHOTONICS CORP COM | IPGP | 561,566 | $44.5M | 0.81% |
| 34 | SIMPSON MFG INC COM | 829073105 | 256,037 | $42.9M | 0.78% |
| 35 | LGI HOMES INC COM | LGIH | 787,022 | $40.7M | 0.74% |
| 36 | CELSIUS HLDGS INC COM NEW | CELH | 688,200 | $39.6M | 0.72% |
| 37 | POWERFLEET INC | AIOT | 7,351,898 | $38.5M | 0.70% |
| 38 | DOUBLEVERIFY HLDGS INC COM | DV | 2,895,694 | $34.7M | 0.63% |
| 39 | GRACO INC COM | GGG | 350,878 | $29.8M | 0.54% |
| 40 | YETI HLDGS INC COM | YETI | 772,764 | $25.6M | 0.46% |
| 41 | KORNIT DIGITAL LTD SHS | KRNT | 1,838,476 | $24.8M | 0.45% |
| 42 | GARTNER INC COM | IT | 86,687 | $22.8M | 0.41% |
| 43 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,153,589 | $21.9M | 0.40% |
| 44 | PAYCHEX INC COM | PAYX | 151,143 | $19.2M | 0.35% |
| 45 | ZIPRECRUITER INC CL A | ZIP | 4,153,074 | $17.5M | 0.32% |
| 46 | CEVA INC COM | CEVA | 540,070 | $14.3M | 0.26% |
| 47 | PROGYNY INC COM | PGNY | 601,809 | $13.0M | 0.23% |
| 48 | PROS HOLDINGS INC COM | 74346Y103 | 501,748 | $11.5M | 0.21% |
| 49 | MIMEDX GROUP INC COM | MDXG | 1,383,451 | $9.7M | 0.17% |
| 50 | WEAVE COMMUNICATIONS INC COM | WEAV | 1,265,453 | $8.5M | 0.15% |
| 51 | MILLERKNOLL INC COM | MLKN | 472,044 | $8.4M | 0.15% |
| 52 | EGAIN CORP COM NEW | EGAN | 868,825 | $7.6M | 0.14% |
| 53 | MATERIALISE NV SPONSORED ADS | MTLS | 1,008,237 | $5.6M | 0.10% |
| 54 | SOUNDTHINKING INC COM | SSTI | 413,441 | $5.0M | 0.09% |
| 55 | CANTALOUPE INC COM | CTLPP | 467,877 | $4.9M | 0.09% |
| 56 | GLOBANT SA | GLOB | 71,448 | $4.1M | 0.07% |
| 57 | INMODE LTD SHS | INMD | 255,620 | $3.8M | 0.07% |
| 58 | FOX FACTORY HLDG CORP COM | FOXF | 127,462 | $3.1M | 0.06% |
| 59 | AXOGEN INC COM | AXGN | 167,577 | $3.0M | 0.05% |
| 60 | VERINT SYS INC COM | 92343X100 | 143,143 | $2.9M | 0.05% |
| 61 | STONERIDGE INC COM | SRI | 190,991 | $1.5M | 0.03% |
| 62 | APPLE INC COM | AAPL | 1,535 | $390,857 | 0.01% |
| 63 | MICROSOFT CORP COM | MSFT | 672 | $348,062 | 0.01% |
| 64 | BROADCOM INC COM | AVGO | 1,037 | $342,117 | 0.01% |