Holdings of DISCIPLINED GROWTH INVESTORS INC /MN
55 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.3 % of the equity sleeve
Sector breakdown
- Energy 10.9 %
- Technology 9.3 %
- Materials 6.2 %
- Consumer staples 2.5 %
- Communication 1.3 %
- Health care 1.1 %
- Industrials 0.3 %
- Unattributed 68.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- BE 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 54 | 4.4B $ | 99.87 % |
| 2 | BE | 1 | 5.6M $ | 0.13 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Plexus Corp | 1,494,619 | 302.7M $ | |
| 2 | Everpure Inc | 4,666,777 | 275.5M $ | |
| 3 | Expand Energy Corp | 2,373,302 | 260.5M $ | |
| 4 | Viasat Inc | 5,660,688 | 259.3M $ | |
| 5 | Coterra Energy Inc | 6,395,098 | 224.7M $ | |
| 6 | Arista Networks Inc | 1,810,993 | 222.4M $ | |
| 7 | Cognex Corp | 4,322,075 | 211.7M $ | |
| 8 | Akamai Technologies Inc | 1,658,792 | 190.5M $ | |
| 9 | Semtech Corp | 2,206,748 | 169.7M $ | |
| 10 | InterDigital Inc | 556,788 | 168.1M $ | |
| 11 | Proto Labs Inc | 2,497,355 | 142.4M $ | |
| 12 | Alarm.com Holdings Inc | 3,268,986 | 141.2M $ | |
| 13 | Align Technology Inc | 775,826 | 133M $ | |
| 14 | Super Micro Computer Inc | 4,987,159 | 113.6M $ | |
| 15 | Generac Holdings Inc | 580,928 | 113.5M $ | |
| 16 | Snap-on Inc | 307,848 | 111.8M $ | |
| 17 | Power Integrations Inc | 1,959,172 | 100.3M $ | |
| 18 | Gentex Corp | 4,519,708 | 98.8M $ | |
| 19 | Zeta Global Holdings Corp | 6,153,472 | 98M $ | |
| 20 | Core Laboratories Inc | 4,937,115 | 82.9M $ | |
| 21 | Microchip Technology Inc | 1,245,822 | 80.5M $ | |
| 22 | Dolby Laboratories Inc | 1,267,783 | 76.1M $ | |
| 23 | Autodesk Inc | 301,757 | 72.2M $ | |
| 24 | Stitch Fix Inc | 18,738,180 | 62M $ | |
| 25 | IPG Photonics Corp | 528,737 | 60.6M $ | |
| 26 | Take-Two Interactive Software Inc | 290,226 | 57.3M $ | |
| 27 | Floor & Decor Holdings Inc | 1,091,841 | 55.5M $ | |
| 28 | Gartner Inc | 338,893 | 53.7M $ | |
| 29 | Celsius Holdings Inc | 1,437,651 | 51M $ | |
| 30 | Intuitive Surgical Inc | 106,961 | 49.3M $ | |
| 31 | SPS Commerce Inc | 810,938 | 45.1M $ | |
| 32 | Simpson Manufacturing Co Inc | 241,565 | 41.5M $ | |
| 33 | Intuit Inc | 87,126 | 37.7M $ | |
| 34 | DoubleVerify Holdings Inc | 3,908,101 | 37.1M $ | |
| 35 | LGI Homes Inc | 721,601 | 28.5M $ | |
| 36 | Graco Inc | 327,401 | 27.7M $ | |
| 37 | Trex Co Inc | 678,357 | 24.7M $ | |
| 38 | Dynatrace Inc | 658,723 | 24.4M $ | |
| 39 | Powerfleet Inc NJ | 7,316,172 | 22.5M $ | |
| 40 | Gitlab Inc | 909,547 | 19.7M $ | |
| 41 | Geospace Technologies Corp | 1,101,426 | 13.4M $ | |
| 42 | Paychex Inc | 143,000 | 13.2M $ | |
| 43 | YETI Holdings Inc | 293,840 | 10.8M $ | |
| 44 | Weave Communications Inc | 2,276,381 | 10.5M $ | |
| 45 | Progyny Inc | 574,566 | 9.8M $ | |
| 46 | CEVA Inc | 450,484 | 8.4M $ | |
| 47 | ZipRecruiter Inc | 4,216,601 | 7.8M $ | |
| 48 | MillerKnoll Inc | 498,550 | 7.2M $ | |
| 49 | eGain Corp | 912,349 | 7.2M $ | |
| 50 | Axogen Inc | 196,565 | 6.5M $ | |
| 51 | Materialise NV | 1,135,387 | 5.6M $ | |
| 52 | MiMedx Group Inc | 639,066 | 2.5M $ | |
| 53 | SoundThinking Inc | 196,468 | 1.3M $ | |
| 54 | Stoneridge Inc | 197,087 | 951.9K $ | |
| 55 | Apple Inc | 992 | 251.8K $ |