DISCIPLINED GROWTH INVESTORS INC /MN
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| PLEXUS CORP | PLXS | $433.2M | 1,440,935 | +1.14pp | 31q | -3.6%-$16.1M | |
| VIASAT INC | VSAT | $425.9M | 4,741,812 | +1.90pp | 31q | -16.2%-$82.5M | |
| EVERPURE INC | P | $366.1M | 4,646,725 | +0.56pp | 28q | HELD | |
| GARMIN LTD | GRMN | $315.2M | 1,326,832 | -0.99pp | 31q | HELD | |
| ARISTA NETWORKS INC | ANET | $303.8M | 1,788,304 | +0.59pp | 7q | -1.3%-$3.9M | |
| COGNEX CORP | CGNX | $299.8M | 4,139,715 | +0.74pp | 31q | -4.2%-$13.2M | |
| EXPAND ENERGY CORPORATION | EXE | $214.0M | 2,346,927 | -1.71pp | 7q | -1.1%-$2.4M | |
| PROTO LABS INC | PRLB | $194.0M | 2,380,514 | +0.37pp | 31q | -4.7%-$9.5M | |
| AKAMAI TECHNOLOGIES INC | AKAM | $193.3M | 1,635,207 | -0.63pp | 31q | -1.4%-$2.8M | |
| DEVON ENERGY CORP NEW | DVN | $174.3M | 4,219,415 | - | new | NEW | |
| ALARM COM HLDGS INC | ALRM | $167.5M | 3,585,614 | -0.05pp | 26q | +9.7%+$14.8M | |
| GENERAC HLDGS INC | GNRC | $163.6M | 558,568 | +0.45pp | 16q | -3.8%-$6.5M | |
| POWER INTEGRATIONS INC | POWI | $158.5M | 1,891,864 | +0.63pp | 31q | -3.4%-$5.6M | |
| SEMTECH CORP | SMTC | $154.6M | 955,033 | -0.86pp | 17q | -56.7%-$202.6M | |
| INTERDIGITAL INC | IDCC | $144.4M | 510,096 | -1.00pp | 22q | -8.4%-$13.2M | |
| ZETA GLOBAL HOLDINGS CORP | ZETA | $133.1M | 6,761,165 | +0.25pp | 4q | +9.9%+$12.0M | |
| ALIGN TECHNOLOGY INC | ALGN | $132.1M | 783,178 | -0.49pp | 31q | +0.9%+$1.2M | |
| SNAP ON INC | SNA | $122.8M | 305,180 | -0.21pp | 24q | -0.9%-$1.1M | |
| SPS COMM INC | SPSC | $121.4M | 2,123,881 | +1.13pp | 31q | +161.9%+$75.1M | |
| GENTEX CORP | GNTX | $115.3M | 4,561,485 | -0.07pp | 31q | +0.9%+$1.1M | |
| SHARKNINJA INC | SN | $109.0M | 715,721 | +0.92pp | 5q | +67.4%+$43.9M | |
| DOUBLEVERIFY HLDGS INC | DV | $105.0M | 9,689,140 | +1.02pp | 8q | +147.9%+$62.7M | |
| GITLAB INC | GTLB | $101.0M | 3,308,421 | +1.31pp | 2q | +263.7%+$73.2M | |
| MONDAY COM LTD | MNDY | $91.5M | 1,263,335 | +0.98pp | 3q | +212.8%+$62.2M | |
| SUPER MICRO COMPUTER INC | SMCI | $78.1M | 2,663,417 | -1.00pp | 8q | -46.6%-$68.2M | |
| STITCH FIX INC | SFIX | $77.7M | 18,910,052 | +0.05pp | 31q | +0.9%+$706.4K | |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $73.0M | 292,065 | +0.06pp | 20q | +0.6%+$459.7K | |
| DOLBY LABORATORIES INC | DLB | $65.6M | 1,247,791 | -0.45pp | 31q | -1.6%-$1.1M | |
| FLOOR & DECOR HLDGS INC | FND | $65.5M | 1,103,591 | -0.03pp | 16q | +1.1%+$697.5K | |
| IPG PHOTONICS CORP | IPGP | $62.3M | 530,833 | -0.19pp | 31q | HELD | |
| AUTODESK INC | ADSK | $60.1M | 309,345 | -0.46pp | 31q | +2.5%+$1.5M | |
| LGI HOMES INC | LGIH | $51.9M | 815,069 | +0.30pp | 22q | +13.0%+$6.0M | |
| SIMPSON MFG INC | SSD | $50.4M | 240,664 | flat | 6q | HELD | |
| KORNIT DIGITAL LTD | KRNT | $49.3M | 3,031,101 | -0.07pp | 31q | +1.1%+$527.0K | |
| GARTNER INC | IT | $44.7M | 344,687 | -0.34pp | 4q | +1.7%+$751.0K | |
| MICROCHIP TECHNOLOGY INC. | MCHP | $43.6M | 478,469 | -0.91pp | 31q | -61.6%-$70.0M | |
| CELSIUS HLDGS INC | CELH | $42.9M | 1,466,503 | -0.32pp | 6q | +2.0%+$844.8K | |
| INTUITIVE SURGICAL INC | ISRG | $42.2M | 106,000 | -0.30pp | 31q | -0.9%-$382.2K | |
| DYNATRACE INC | DT | $39.9M | 908,550 | +0.18pp | 2q | +37.9%+$11.0M | |
| CORE LABORATORIES INC | CLB | $35.4M | 3,042,177 | -1.10pp | 14q | -38.4%-$22.1M | |
| PROGYNY INC | PGNY | $34.1M | 1,181,632 | +0.38pp | 10q | +105.7%+$17.5M | |
| CEVA INC | CEVA | $31.3M | 662,802 | +0.36pp | 31q | +47.1%+$10.0M | |
| TREX INC | TREX | $29.6M | 592,096 | flat | 31q | -12.7%-$4.3M | |
| VEEVA SYS INC | VEEV | $25.0M | 140,964 | - | new | NEW | |
| GRACO INC | GGG | $24.3M | 321,466 | -0.16pp | 31q | -1.8%-$448.7K | |
| POWERFLEET INC | AIOT | $24.0M | 6,258,600 | -0.06pp | 10q | -14.5%-$4.1M | |
| INTUIT | INTU | $22.5M | 86,019 | -0.39pp | 31q | -1.3%-$288.9K | |
| WEAVE COMMUNICATIONS INC | WEAV | $18.0M | 2,998,909 | +0.09pp | 4q | +31.7%+$4.3M | |
| ZIPRECRUITER INC | ZIP | $15.3M | 4,091,619 | +0.10pp | 10q | -3.0%-$468.7K | |
| PAYCHEX INC | PAYX | $14.9M | 151,732 | -0.02pp | 31q | +6.1%+$858.6K | |
| MATERIALISE NV | MTLS | $14.8M | 1,992,441 | +0.14pp | 11q | +75.5%+$6.4M | |
| YETI HLDGS INC | YETI | $14.6M | 294,902 | +0.03pp | 4q | HELD | |
| AXOGEN INC | AXGN | $5.9M | 127,859 | -0.03pp | 5q | -35.0%-$3.2M | |
| INMODE LTD | INMD | $4.7M | 318,545 | flat | 10q | +19.5%+$761.2K | |
| GLOBANT S A | GLOB | $2.9M | 100,347 | -0.03pp | 4q | +22.5%+$533.1K | |
| MIMEDX GROUP INC | MDXG | $2.3M | 587,932 | -0.01pp | 31q | -8.0%-$196.9K | |
| APPLE INC | AAPL | $287.0K | 992 | flat | 23q | HELD | |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $180.0K | 34,887 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $1.1B | 19.4% |
| Software & IT Services | $1.0B | 17.3% |
| Computer Hardware | $748.3M | 12.7% |
| Industrials | $455.4M | 7.7% |
| Autos & Aerospace | $430.4M | 7.3% |
| Telecom & Media | $425.9M | 7.2% |
| Energy | $423.8M | 7.2% |
| Instruments & Controls | $299.8M | 5.1% |
| Business Services | $252.9M | 4.3% |
| Holding & Investment | $210.0M | 3.6% |
| Medical Devices | $187.1M | 3.2% |
| Retail & Consumer | $143.2M | 2.4% |
| Other sectors | $158.5M | 2.7% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $5.9B | 58 | 3 | 25 | 24 | 6 | 49.4% | 45 |
| Q1 2026 | $4.9B | 61 | 2 | 5 | 53 | 2 | 49.6% | 45 |
| Q4 2025 | $5.2B | 61 | 1 | 43 | 12 | 4 | 46.8% | 48 |
| Q3 2025 | $5.5B | 64 | 5 | 5 | 54 | 5 | 51.6% | 45 |
| Q2 2025 | $5.2B | 64 | 4 | 17 | 33 | 4 | 49.7% | 45 |
| Q1 2025 | $4.8B | 64 | 2 | 28 | 27 | 3 | 46.6% | 45 |
| Q4 2024 | $5.3B | 65 | 2 | 22 | 34 | 6 | 45.5% | 45 |
| Q3 2024 | $5.3B | 69 | 6 | 46 | 9 | 3 | 45.1% | 46 |
| Q2 2024 | $5.3B | 66 | 1 | 29 | 15 | 3 | 50.9% | 46 |
| Q1 2024 | $5.5B | 68 | 6 | 44 | 13 | 1 | 52.2% | 45 |
| Q4 2023 | $4.6B | 63 | 4 | 11 | 32 | 6 | 52.0% | 45 |
| Q3 2023 | $4.2B | 65 | 2 | 14 | 39 | 1 | 52.8% | 46 |
| Q2 2023 | $4.4B | 64 | 0 | 16 | 34 | 3 | 50.6% | 45 |
| Q1 2023 | $3.9B | 67 | 2 | 11 | 47 | 4 | 46.4% | 45 |
| Q4 2022 | $3.9B | 69 | 0 | 21 | 16 | 3 | 46.0% | 45 |
| Q3 2022 | $3.6B | 72 | 3 | 16 | 13 | 6 | 44.1% | 46 |
| Q2 2022 | $3.7B | 75 | 1 | 42 | 11 | 22 | 40.3% | 46 |
| Q1 2022 | $4.6B | 96 | 5 | 58 | 27 | 10 | 37.9% | 46 |
| Q4 2021 | $5.0B | 101 | 26 | 13 | 48 | 4 | 38.2% | 45 |
| Q3 2021 | $5.0B | 79 | 1 | 7 | 41 | 5 | 37.2% | 46 |
| Q2 2021 | $5.2B | 83 | 4 | 60 | 8 | 1 | 36.6% | 47 |
| Q1 2021 | $4.9B | 80 | 5 | 9 | 61 | 8 | 36.3% | 47 |
| Q4 2020 | $5.2B | 83 | 8 | 11 | 62 | 3 | 36.0% | 47 |
| Q3 2020 | $4.3B | 78 | 4 | 6 | 55 | 6 | 38.2% | 47 |
| Q2 2020 | $4.1B | 80 | 0 | 5 | 74 | 4 | 37.0% | 45 |
| Q1 2020 | $4.4B | 84 | 3 | 21 | 59 | 5 | 38.0% | 45 |
| Q4 2019 | $6.1B | 86 | 2 | 46 | 18 | 3 | 36.5% | 45 |
| Q3 2019 | $5.4B | 87 | 5 | 49 | 12 | 6 | 37.2% | 46 |
| Q2 2019 | $5.4B | 88 | 1 | 13 | 56 | 1 | 39.8% | 45 |
| Q1 2019 | $5.7B | 88 | 0 | 28 | 37 | 1 | 40.9% | 44 |
| Q4 2018 | $4.9B | 89 | 0 | 0 | 0 | 0 | 39.1% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.