13F HOLDINGS REPORT
DISCIPLINED GROWTH INVESTORS INC /MN
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001050442-26-000001
Total Value
$5.22B
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC CL A | 74624M102 | 4,897,406 | $328.2M | 6.28% |
| 2 | GARMIN LTD SHS | GRMN | 1,399,515 | $283.9M | 5.43% |
| 3 | SUPER MICRO COMPUTER INC COM N | SMCI | 9,637,492 | $282.1M | 5.40% |
| 4 | EXPAND ENERGY CORPORATION COM | EXE | 2,549,879 | $281.4M | 5.39% |
| 5 | ARISTA NETWORKS INC COM SHS | ANET | 1,948,824 | $255.4M | 4.89% |
| 6 | PLEXUS CORP COM | PLXS | 1,590,840 | $233.9M | 4.48% |
| 7 | SEMTECH CORP COM | SMTC | 2,801,291 | $206.4M | 3.95% |
| 8 | VIASAT INC COM | VSAT | 5,925,770 | $204.2M | 3.91% |
| 9 | INTERDIGITAL INC COM | IDCC | 609,153 | $193.9M | 3.71% |
| 10 | COTERRA ENERGY INC COM | CTRA | 6,777,536 | $178.4M | 3.41% |
| 11 | ALARM COM HLDGS INC COM | ALRM | 3,417,517 | $174.4M | 3.34% |
| 12 | COGNEX CORP COM | CGNX | 4,655,358 | $167.5M | 3.21% |
| 13 | AKAMAI TECHNOLOGIES COM | AKAM | 1,774,883 | $154.9M | 2.96% |
| 14 | PROTO LABS INC COM | PRLB | 2,673,729 | $135.3M | 2.59% |
| 15 | ALIGN TECHNOLOGY INC | ALGN | 820,935 | $128.2M | 2.45% |
| 16 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,785,355 | $113.8M | 2.18% |
| 17 | SNAP ON INC COM | SNA | 327,754 | $112.9M | 2.16% |
| 18 | ZETA GLOBAL HOLDINGS CORP CL A | ZETA | 5,500,408 | $111.9M | 2.14% |
| 19 | GENTEX CORP COM | GNTX | 4,803,223 | $111.8M | 2.14% |
| 20 | STITCH FIX INC COM CL A | SFIX | 19,477,691 | $102.3M | 1.96% |
| 21 | AUTODESK INC COM | ADSK | 321,967 | $95.3M | 1.82% |
| 22 | GARTNER INC COM | IT | 357,160 | $90.1M | 1.72% |
| 23 | DOLBY LABORATORIES INC COM CL | DLB | 1,342,492 | $86.2M | 1.65% |
| 24 | GENERAC HLDGS INC COM | GNRC | 627,776 | $85.6M | 1.64% |
| 25 | CORE LABORATORIES INC | CLB | 5,166,914 | $82.8M | 1.59% |
| 26 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 306,935 | $78.6M | 1.50% |
| 27 | SPS COMM INC COM | SPSC | 844,613 | $75.3M | 1.44% |
| 28 | POWER INTEGRATIONS INC COM | POWI | 2,001,698 | $71.1M | 1.36% |
| 29 | FLOOR & DECOR HLDGS INC CL A | FND | 1,146,738 | $69.8M | 1.34% |
| 30 | CELSIUS HLDGS INC COM NEW | CELH | 1,525,147 | $69.8M | 1.34% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 110,426 | $62.5M | 1.20% |
| 32 | INTUIT COM | INTU | 89,795 | $59.5M | 1.14% |
| 33 | SHARKNINJA INC COM SHS | SN | 455,597 | $51.0M | 0.98% |
| 34 | KORNIT DIGITAL LTD SHS | KRNT | 3,034,591 | $43.6M | 0.84% |
| 35 | DOUBLEVERIFY HLDGS INC COM | DV | 3,738,393 | $42.8M | 0.82% |
| 36 | POWERFLEET INC | AIOT | 7,918,934 | $42.1M | 0.81% |
| 37 | SIMPSON MFG INC COM | 829073105 | 260,230 | $42.0M | 0.80% |
| 38 | IPG PHOTONICS CORP COM | IPGP | 566,734 | $40.6M | 0.78% |
| 39 | TREX CO INC COM | TREX | 1,007,236 | $35.3M | 0.68% |
| 40 | LGI HOMES INC COM | LGIH | 711,214 | $30.6M | 0.58% |
| 41 | GRACO INC COM | GGG | 358,412 | $29.4M | 0.56% |
| 42 | ZIPRECRUITER INC CL A | ZIP | 6,371,139 | $24.8M | 0.48% |
| 43 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 1,131,568 | $19.1M | 0.37% |
| 44 | WEAVE COMMUNICATIONS INC COM | WEAV | 2,311,343 | $17.5M | 0.34% |
| 45 | PAYCHEX INC COM | PAYX | 153,351 | $17.2M | 0.33% |
| 46 | PROGYNY INC COM | PGNY | 622,433 | $16.0M | 0.31% |
| 47 | CEVA INC COM | CEVA | 607,748 | $13.1M | 0.25% |
| 48 | MONDAY LTD | MNDY | 72,949 | $10.8M | 0.21% |
| 49 | MIMEDX GROUP INC COM | MDXG | 1,482,894 | $10.0M | 0.19% |
| 50 | EGAIN CORP COM NEW | EGAN | 935,270 | $9.6M | 0.18% |
| 51 | MILLERKNOLL INC COM | MLKN | 515,994 | $9.4M | 0.18% |
| 52 | AXOGEN INC COM | AXGN | 201,876 | $6.6M | 0.13% |
| 53 | MATERIALISE NV SPONSORED ADS | MTLS | 1,173,846 | $6.5M | 0.12% |
| 54 | YETI HLDGS INC COM | YETI | 132,697 | $5.9M | 0.11% |
| 55 | GLOBANT SA | GLOB | 84,095 | $5.5M | 0.11% |
| 56 | INMODE LTD SHS | INMD | 282,869 | $4.2M | 0.08% |
| 57 | SOUNDTHINKING INC COM | SSTI | 195,941 | $1.6M | 0.03% |
| 58 | STONERIDGE INC COM | SRI | 204,019 | $1.2M | 0.02% |
| 59 | APPLE INC COM | AAPL | 1,535 | $417,305 | 0.01% |
| 60 | MICROSOFT CORP COM | MSFT | 672 | $324,993 | 0.01% |
| 61 | BROADCOM INC COM | AVGO | 893 | $309,067 | 0.01% |