Disciplined Growth Investors Inc /mn Holdings & Portfolio - 13F Filings Analysis - Stocknear

Disciplined Growth Investors Inc /mn

CIK Number: 0001050442

5.23B
Market Value
64
# of Holdings
28 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SMCI Super Micro Com...
52.50
+0.21% 9.73M +16.54% 476.91M 74.86 9.12% Share
2 PSTG Pure Storage, I...
88.28
+3.02% 5.46M -0.5% 314.25M 17.96 6.01% Share
3 EXE Expand Energy C...
107.86
-1.21% 2.62M -2.12% 306.7M 99.55 5.87% Share
4 GRMN Garmin Ltd.
257.72
+1.00% 1.42M +0.37% 296.25M 73.06 5.67% Share
5 PLXS Plexus Corp.
147.22
+1.08% 1.65M -0.29% 222.79M 52.76 4.26% Share
6 IDCC InterDigital, I...
356.10
+2.21% 960.63K -11.41% 215.4M 79.39 4.12% Share
7 ANET Arista Networks...
144.47
-3.22% 2.03M +25.68% 207.85M 108.85 3.97% Share
8 ALRM Alarm.com Holdi...
52.27
+0.64% 3.49M +3.02% 197.53M 67.07 3.78% Share
9 MCHP Microchip Techn...
66.13
+3.15% 2.61M -1.37% 183.75M 49.73 3.51% Share
10 CTRA Coterra Energy ...
23.16
-3.36% 6.91M -0.5% 175.39M 20.65 3.35% Share
11 ALGN Align Technolog...
128.70
+0.93% 844.99K +0.93% 159.98M 170.61 3.06% Share
12 CGNX Cognex Corporat...
45.64
-0.41% 4.77M +0.87% 151.26M 38.88 2.89% Share
13 AKAM Akamai Technolo...
78.01
+2.86% 1.84M -0.63% 146.66M 69.27 2.80% Share
14 SMTC Semtech Corpora...
72.93
+1.74% 2.89M +4.17% 130.66M 37.32 2.50% Share
15 SNA Snap-on Incorpo...
349.05
+1.10% 389.19K -1.3% 121.11M 197.17 2.32% Share
16 POWI Power Integrati...
38.93
+0.39% 2.06M -0.76% 115.2M 40.08 2.20% Share
17 DLB Dolby Laborator...
71.52
-0.9% 1.54M -0.53% 114.27M 67.69 2.19% Share
18 PRLB Proto Labs, Inc...
49.84
+1.71% 2.72M +1.92% 108.99M 51.98 2.08% Share
19 GNTX Gentex Corporat...
27.84
-0.36% 4.92M -0.08% 108.25M 20.38 2.07% Share
20 ADSK Autodesk, Inc.
320.91
+1.64% 340.86K -0.84% 105.52M 55.99 2.02% Share
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