# DISCIPLINED GROWTH INVESTORS INC /MN

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1050442. Source: https://holderbook.com/funds/1050442-disciplined-growth-investors-inc-mn/

- Reported value: $5.9B
- Positions: 58
- Weight of the ten largest: 49.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $433.2M | 1,440,935 | 7.3% | 31 |
| VIASAT INC | [VSAT](https://holderbook.com/stocks/VSAT/) | $425.9M | 4,741,812 | 7.2% | 31 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $366.1M | 4,646,725 | 6.2% | 28 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $315.2M | 1,326,832 | 5.3% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $303.8M | 1,788,304 | 5.1% | 7 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $299.8M | 4,139,715 | 5.1% | 31 |
| EXPAND ENERGY CORPORATION | [EXE](https://holderbook.com/stocks/EXE/) | $214.0M | 2,346,927 | 3.6% | 7 |
| PROTO LABS INC | [PRLB](https://holderbook.com/stocks/PRLB/) | $194.0M | 2,380,514 | 3.3% | 31 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $193.3M | 1,635,207 | 3.3% | 31 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $174.3M | 4,219,415 | 3.0% | 1 |
| ALARM COM HLDGS INC | [ALRM](https://holderbook.com/stocks/ALRM/) | $167.5M | 3,585,614 | 2.8% | 26 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $163.6M | 558,568 | 2.8% | 16 |
| POWER INTEGRATIONS INC | [POWI](https://holderbook.com/stocks/POWI/) | $158.5M | 1,891,864 | 2.7% | 31 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $154.6M | 955,033 | 2.6% | 17 |
| INTERDIGITAL INC | [IDCC](https://holderbook.com/stocks/IDCC/) | $144.4M | 510,096 | 2.4% | 22 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $133.1M | 6,761,165 | 2.3% | 4 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $132.1M | 783,178 | 2.2% | 31 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $122.8M | 305,180 | 2.1% | 24 |
| SPS COMM INC | [SPSC](https://holderbook.com/stocks/SPSC/) | $121.4M | 2,123,881 | 2.1% | 31 |
| GENTEX CORP | [GNTX](https://holderbook.com/stocks/GNTX/) | $115.3M | 4,561,485 | 2.0% | 31 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $109.0M | 715,721 | 1.8% | 5 |
| DOUBLEVERIFY HLDGS INC | [DV](https://holderbook.com/stocks/DV/) | $105.0M | 9,689,140 | 1.8% | 8 |
| GITLAB INC | [GTLB](https://holderbook.com/stocks/GTLB/) | $101.0M | 3,308,421 | 1.7% | 2 |
| MONDAY COM LTD | [MNDY](https://holderbook.com/stocks/MNDY/) | $91.5M | 1,263,335 | 1.5% | 3 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $78.1M | 2,663,417 | 1.3% | 8 |
| STITCH FIX INC | [SFIX](https://holderbook.com/stocks/SFIX/) | $77.7M | 18,910,052 | 1.3% | 31 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $73.0M | 292,065 | 1.2% | 20 |
| DOLBY LABORATORIES INC | [DLB](https://holderbook.com/stocks/DLB/) | $65.6M | 1,247,791 | 1.1% | 31 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $65.5M | 1,103,591 | 1.1% | 16 |
| IPG PHOTONICS CORP | [IPGP](https://holderbook.com/stocks/IPGP/) | $62.3M | 530,833 | 1.1% | 31 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $60.1M | 309,345 | 1.0% | 31 |
| LGI HOMES INC | [LGIH](https://holderbook.com/stocks/LGIH/) | $51.9M | 815,069 | 0.9% | 22 |
| SIMPSON MFG INC | [SSD](https://holderbook.com/stocks/SSD/) | $50.4M | 240,664 | 0.9% | 6 |
| KORNIT DIGITAL LTD | [KRNT](https://holderbook.com/stocks/KRNT/) | $49.3M | 3,031,101 | 0.8% | 31 |
| GARTNER INC | [IT](https://holderbook.com/stocks/IT/) | $44.7M | 344,687 | 0.8% | 4 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $43.6M | 478,469 | 0.7% | 31 |
| CELSIUS HLDGS INC | [CELH](https://holderbook.com/stocks/CELH/) | $42.9M | 1,466,503 | 0.7% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $42.2M | 106,000 | 0.7% | 31 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $39.9M | 908,550 | 0.7% | 2 |
| CORE LABORATORIES INC | [CLB](https://holderbook.com/stocks/CLB/) | $35.4M | 3,042,177 | 0.6% | 14 |
| PROGYNY INC | [PGNY](https://holderbook.com/stocks/PGNY/) | $34.1M | 1,181,632 | 0.6% | 10 |
| CEVA INC | [CEVA](https://holderbook.com/stocks/CEVA/) | $31.3M | 662,802 | 0.5% | 31 |
| TREX INC | [TREX](https://holderbook.com/stocks/TREX/) | $29.6M | 592,096 | 0.5% | 31 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $25.0M | 140,964 | 0.4% | 1 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $24.3M | 321,466 | 0.4% | 31 |
| POWERFLEET INC | [AIOT](https://holderbook.com/stocks/AIOT/) | $24.0M | 6,258,600 | 0.4% | 10 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $22.5M | 86,019 | 0.4% | 31 |
| WEAVE COMMUNICATIONS INC | [WEAV](https://holderbook.com/stocks/WEAV/) | $18.0M | 2,998,909 | 0.3% | 4 |
| ZIPRECRUITER INC | [ZIP](https://holderbook.com/stocks/ZIP/) | $15.3M | 4,091,619 | 0.3% | 10 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $14.9M | 151,732 | 0.3% | 31 |
| MATERIALISE NV | [MTLS](https://holderbook.com/stocks/MTLS/) | $14.8M | 1,992,441 | 0.3% | 11 |
| YETI HLDGS INC | [YETI](https://holderbook.com/stocks/YETI/) | $14.6M | 294,902 | 0.2% | 4 |
| AXOGEN INC | [AXGN](https://holderbook.com/stocks/AXGN/) | $5.9M | 127,859 | 0.1% | 5 |
| INMODE LTD | [INMD](https://holderbook.com/stocks/INMD/) | $4.7M | 318,545 | 0.1% | 10 |
| GLOBANT S A | [GLOB](https://holderbook.com/stocks/GLOB/) | $2.9M | 100,347 | 0.0% | 4 |
| MIMEDX GROUP INC | [MDXG](https://holderbook.com/stocks/MDXG/) | $2.3M | 587,932 | 0.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $287.0K | 992 | 0.0% | 23 |
| CCC INTELLIGENT SOLUTIONS HL | [CCC](https://holderbook.com/stocks/CCC/) | $180.0K | 34,887 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +24.4% | +14.8% | +9.6% | 100% |
| Q1 2026 | +0.8% | -4.6% | +5.4% | 100% |
| Q4 2025 | -7.0% | +2.4% | -9.4% | 100% |
| Q3 2025 | +10.4% | +7.8% | +2.6% | 100% |
| Q2 2025 | +9.3% | +10.5% | -1.2% | 100% |
| Q1 2025 | -11.3% | -4.6% | -6.8% | 100% |
| Q4 2024 | -3.6% | +2.1% | -5.7% | 100% |
| Q3 2024 | -5.4% | +5.4% | -10.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.9B | 58 |
| Q1 2026 | $4.9B | 61 |
| Q4 2025 | $5.2B | 61 |
| Q3 2025 | $5.5B | 64 |
| Q2 2025 | $5.2B | 64 |
| Q1 2025 | $4.8B | 64 |
| Q4 2024 | $5.3B | 65 |
| Q3 2024 | $5.3B | 69 |
| Q2 2024 | $5.3B | 66 |
| Q1 2024 | $5.5B | 68 |
| Q4 2023 | $4.6B | 63 |
| Q3 2023 | $4.2B | 65 |