Institutional Manager · CIK 0001050442
DISCIPLINED GROWTH INVESTORS INC /MN
MINNEAPOLIS, MN · File #028-06630
Latest AUM
$5.22B
Positions
61
Top-10 Concentration
47.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202561 pos · $5.22B
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $5.52B
- 13F HOLDINGS REPORTQ/E Jun 202564 pos · $5.23B
- 13F HOLDINGS REPORTQ/E Mar 202564 pos · $4.83B
- 13F HOLDINGS REPORTQ/E Dec 202465 pos · $5.26B
- 13F HOLDINGS REPORTQ/E Sep 202469 pos · $5.29B
- 13F HOLDINGS REPORTQ/E Jun 202466 pos · $5.31B
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $5.48B
- 13F HOLDINGS REPORTQ/E Dec 202365 pos · $4.20B
- 13F HOLDINGS REPORTQ/E Sep 202364 pos · $4.43B
- 13F HOLDINGS REPORTQ/E Jun 202367 pos · $3.90B
- 13F HOLDINGS REPORTQ/E Mar 202369 pos · $3.90B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC CL A | 74624M102 | 4,897,406 | $328.2M | 6.33% |
| 2 | GARMIN LTD SHS | GRMN | 1,399,515 | $283.9M | 5.48% |
| 3 | SUPER MICRO COMPUTER INC COM N | SMCI | 9,637,492 | $282.1M | 5.44% |
| 4 | EXPAND ENERGY CORPORATION COM | EXE | 2,549,879 | $281.4M | 5.43% |
| 5 | ARISTA NETWORKS INC COM SHS | ANET | 1,948,824 | $255.4M | 4.93% |
| 6 | PLEXUS CORP COM | PLXS | 1,590,840 | $233.9M | 4.51% |
| 7 | SEMTECH CORP COM | SMTC | 2,801,291 | $206.4M | 3.98% |
| 8 | VIASAT INC COM | VSAT | 5,925,770 | $204.2M | 3.94% |
| 9 | INTERDIGITAL INC COM | IDCC | 609,153 | $193.9M | 3.74% |
| 10 | COTERRA ENERGY INC COM | CTRA | 6,777,536 | $178.4M | 3.44% |
| 11 | ALARM COM HLDGS INC COM | ALRM | 3,417,517 | $174.4M | 3.36% |
| 12 | COGNEX CORP COM | CGNX | 4,655,358 | $167.5M | 3.23% |
| 13 | AKAMAI TECHNOLOGIES COM | AKAM | 1,774,883 | $154.9M | 2.99% |
| 14 | PROTO LABS INC COM | PRLB | 2,673,729 | $135.3M | 2.61% |
| 15 | ALIGN TECHNOLOGY INC | ALGN | 820,935 | $128.2M | 2.47% |
| 16 | MICROCHIP TECHNOLOGY INC. COM | MCHPP | 1,785,355 | $113.8M | 2.19% |
| 17 | SNAP ON INC COM | SNA | 327,754 | $112.9M | 2.18% |
| 18 | ZETA GLOBAL HOLDINGS CORP CL A | ZETA | 5,500,408 | $111.9M | 2.16% |
| 19 | GENTEX CORP COM | GNTX | 4,803,223 | $111.8M | 2.16% |
| 20 | STITCH FIX INC COM CL A | SFIX | 19,477,691 | $102.3M | 1.97% |