DISCIPLINED GROWTH INVESTORS INC /MN — 13F Holdings & Portfolio
CIK 1050442 · latest 13F-HR filed 2026-05-15
DISCIPLINED GROWTH INVESTORS INC /MN manages $4.89B in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GRMN (6.32%), PLXS (6.19%), P (5.64%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 12, and trimmed 41.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.89B
Long-equity book
61
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −2 / ↑12 / ↓41
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PLEXUS CORP COM$68.9M +29.4%
- VIASAT INC COM$55.1M +27.0%
- COTERRA ENERGY INC COM$46.3M +26.0%
- COGNEX CORP COM$44.2M +26.4%
- AKAMAI TECHNOLOGIES COM$35.7M +23.0%
Top Trims
- SUPER MICRO COMPUTER INC COM N-$168.5M -59.7%
- EVERPURE INC CL A-$52.6M -16.0%
- STITCH FIX INC COM CL A-$40.2M -39.3%
- SEMTECH CORP COM-$36.8M -17.8%
- GARTNER INC COM-$36.4M -40.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GARMIN LTD SHS | GRMN | H2906T109 | $308.9M | 6.32% | 1,331,441 | SH |
| 2 | PLEXUS CORP COM | PLXS | 729132100 | $302.7M | 6.19% | 1,494,619 | SH |
| 3 | EVERPURE INC CL A | P | 74624M102 | $275.5M | 5.64% | 4,666,777 | SH |
| 4 | EXPAND ENERGY CORPORATION COM | EXE | 165167735 | $260.5M | 5.33% | 2,373,302 | SH |
| 5 | VIASAT INC COM | VSAT | 92552V100 | $259.3M | 5.31% | 5,660,688 | SH |
| 6 | COTERRA ENERGY INC COM | CTRA | 127097103 | $224.7M | 4.60% | 6,395,098 | SH |
| 7 | ARISTA NETWORKS INC COM SHS | ANET | 040413205 | $222.4M | 4.55% | 1,810,993 | SH |
| 8 | COGNEX CORP COM | CGNX | 192422103 | $211.7M | 4.33% | 4,322,075 | SH |
| 9 | AKAMAI TECHNOLOGIES COM | AKAM | 00971T101 | $190.5M | 3.90% | 1,658,792 | SH |
| 10 | SEMTECH CORP COM | SMTC | 816850101 | $169.7M | 3.47% | 2,206,748 | SH |
| 11 | INTERDIGITAL INC COM | IDCC | 45867G101 | $168.1M | 3.44% | 556,788 | SH |
| 12 | PROTO LABS INC COM | PRLB | 743713109 | $142.4M | 2.91% | 2,497,355 | SH |
| 13 | ALARM COM HLDGS INC COM | ALRM | 011642105 | $141.2M | 2.89% | 3,268,986 | SH |
| 14 | ALIGN TECHNOLOGY INC | ALGN | 016255101 | $133.0M | 2.72% | 775,826 | SH |
| 15 | SUPER MICRO COMPUTER INC COM N | SMCI | 86800U302 | $113.6M | 2.32% | 4,987,159 | SH |
| 16 | GENERAC HLDGS INC COM | GNRC | 368736104 | $113.5M | 2.32% | 580,928 | SH |
| 17 | SNAP ON INC COM | SNA | 833034101 | $111.8M | 2.29% | 307,848 | SH |
| 18 | POWER INTEGRATIONS INC COM | POWI | 739276103 | $100.3M | 2.05% | 1,959,172 | SH |
| 19 | GENTEX CORP COM | GNTX | 371901109 | $98.8M | 2.02% | 4,519,708 | SH |
| 20 | ZETA GLOBAL HOLDINGS CORP CL A | ZETA | 98956A105 | $98.0M | 2.00% | 6,153,472 | SH |
| 21 | CORE LABORATORIES INC | CLB | 21867A105 | $82.9M | 1.70% | 4,937,115 | SH |
| 22 | MICROCHIP TECHNOLOGY INC. COM | MCHP | 595017104 | $80.5M | 1.65% | 1,245,822 | SH |
| 23 | DOLBY LABORATORIES INC COM CL | DLB | 25659T107 | $76.1M | 1.56% | 1,267,783 | SH |
| 24 | AUTODESK INC COM | ADSK | 052769106 | $72.2M | 1.48% | 301,757 | SH |
| 25 | STITCH FIX INC COM CL A | SFIX | 860897107 | $62.0M | 1.27% | 18,738,180 | SH |
| 26 | IPG PHOTONICS CORP COM | IPGP | 44980X109 | $60.6M | 1.24% | 528,737 | SH |
| 27 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 874054109 | $57.3M | 1.17% | 290,226 | SH |
| 28 | FLOOR & DECOR HLDGS INC CL A | FND | 339750101 | $55.5M | 1.14% | 1,091,841 | SH |
| 29 | GARTNER INC COM | IT | 366651107 | $53.7M | 1.10% | 338,893 | SH |
| 30 | CELSIUS HLDGS INC COM NEW | CELH | 15118V207 | $51.0M | 1.04% | 1,437,651 | SH |
| 31 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $49.3M | 1.01% | 106,961 | SH |
| 32 | SHARKNINJA INC COM SHS | SN | G8068L108 | $45.3M | 0.93% | 427,429 | SH |
| 33 | SPS COMM INC COM | SPSC | 78463M107 | $45.1M | 0.92% | 810,938 | SH |
| 34 | KORNIT DIGITAL LTD SHS | KRNT | M6372Q113 | $44.0M | 0.90% | 2,998,670 | SH |
| 35 | SIMPSON MFG INC COM | SSD | 829073105 | $41.5M | 0.85% | 241,565 | SH |
| 36 | INTUIT COM | INTU | 461202103 | $37.7M | 0.77% | 87,126 | SH |
| 37 | DOUBLEVERIFY HLDGS INC COM | DV | 25862V105 | $37.1M | 0.76% | 3,908,101 | SH |
| 38 | LGI HOMES INC COM | LGIH | 50187T106 | $28.5M | 0.58% | 721,601 | SH |
| 39 | MONDAY.COM LTD | MNDY | M7S64H106 | $27.9M | 0.57% | 403,888 | SH |
| 40 | GRACO INC COM | GGG | 384109104 | $27.7M | 0.57% | 327,401 | SH |
| 41 | TREX CO INC COM | TREX | 89531P105 | $24.7M | 0.51% | 678,357 | SH |
| 42 | DYNATRACE INC NEW | DT | 268150109 | $24.4M | 0.50% | 658,723 | SH |
| 43 | POWERFLEET INC | AIOT | 73931J109 | $22.5M | 0.46% | 7,316,172 | SH |
| 44 | GITLAB, INC | GTLB | 37637K108 | $19.7M | 0.40% | 909,547 | SH |
| 45 | GEOSPACE TECHNOLOGIES CORP COM | GEOS | 37364X109 | $13.4M | 0.27% | 1,101,426 | SH |
| 46 | PAYCHEX INC COM | PAYX | 704326107 | $13.2M | 0.27% | 143,000 | SH |
| 47 | YETI HLDGS INC COM | YETI | 98585X104 | $10.8M | 0.22% | 293,840 | SH |
| 48 | WEAVE COMMUNICATIONS INC COM | WEAV | 94724R108 | $10.5M | 0.22% | 2,276,381 | SH |
| 49 | PROGYNY INC COM | PGNY | 74340E103 | $9.8M | 0.20% | 574,566 | SH |
| 50 | CEVA INC COM | CEVA | 157210105 | $8.4M | 0.17% | 450,484 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $4.89B | 61 | 0001050442-26-000011 |
| 2025-12-31 | 2026-02-17 | $5.22B | 61 | 0001050442-26-000001 |
| 2025-09-30 | 2025-11-14 | $5.52B | 64 | 0001050442-25-000034 |