DISCIPLINED GROWTH INVESTORS INC /MN — 13F Holdings & Portfolio
CIK 1050442 · latest 13F-HR filed 2026-08-14
DISCIPLINED GROWTH INVESTORS INC /MN manages $5.91B in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PLXS (7.34%), VSAT (7.21%), P (6.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 6, added to 35, and trimmed 16.
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.
SUITE 2550
MINNEAPOLIS, MN 55402
$5.91B
Long-equity book
58
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −6 / ↑35 / ↓16
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VIASAT INC COM$166.6M +64.3%
- PLEXUS CORP COM$130.5M +43.1%
- EVERPURE INC CL A$90.6M +32.9%
- COGNEX CORP COM$88.1M +41.6%
- ARISTA NETWORKS INC COM SHS$81.4M +36.6%
Top Trims
- CORE LABORATORIES INC-$47.5M -57.2%
- EXPAND ENERGY CORPORATION COM-$46.5M -17.9%
- MICROCHIP TECHNOLOGY INC. COM-$36.9M -45.8%
- SUPER MICRO COMPUTER INC COM N-$35.4M -31.2%
- INTERDIGITAL INC COM-$23.7M -14.1%
New Positions
- DEVON ENERGY CORP NEW COM$174.3M
- VEEVA SYS INC CL A COM$25.0M
- CCC INTELLIGENT SOLUTIONS HOLD$180.0K
Exited Positions
- COTERRA ENERGY INC COM$224.7M
- GEOSPACE TECHNOLOGIES CORP COM$13.4M
- MILLERKNOLL INC COM$7.2M
- EGAIN CORP COM NEW$7.2M
- SOUNDTHINKING INC COM$1.3M
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 | PLEXUS CORP COM | PLXS | 729132100 | $433.2M | 7.34% | 1,440,935 | SH |
| 2 | VIASAT INC COM | VSAT | 92552V100 | $425.9M | 7.21% | 4,741,812 | SH |
| 3 | EVERPURE INC CL A | P | 74624M102 | $366.1M | 6.20% | 4,646,725 | SH |
| 4 | GARMIN LTD SHS | GRMN | H2906T109 | $315.2M | 5.34% | 1,326,832 | SH |
| 5 | ARISTA NETWORKS INC COM SHS | ANET | 040413205 | $303.8M | 5.14% | 1,788,304 | SH |
| 6 | COGNEX CORP COM | CGNX | 192422103 | $299.8M | 5.08% | 4,139,715 | SH |
| 7 | EXPAND ENERGY CORPORATION COM | EXE | 165167735 | $214.0M | 3.62% | 2,346,927 | SH |
| 8 | PROTO LABS INC COM | PRLB | 743713109 | $194.0M | 3.29% | 2,380,514 | SH |
| 9 | AKAMAI TECHNOLOGIES COM | AKAM | 00971T101 | $193.3M | 3.27% | 1,635,207 | SH |
| 10 | DEVON ENERGY CORP NEW COM | DVN | 25179M103 | $174.3M | 2.95% | 4,219,415 | SH |
| 11 | ALARM COM HLDGS INC COM | ALRM | 011642105 | $167.5M | 2.84% | 3,585,614 | SH |
| 12 | GENERAC HLDGS INC COM | GNRC | 368736104 | $163.6M | 2.77% | 558,568 | SH |
| 13 | POWER INTEGRATIONS INC COM | POWI | 739276103 | $158.5M | 2.68% | 1,891,864 | SH |
| 14 | SEMTECH CORP COM | SMTC | 816850101 | $154.6M | 2.62% | 955,033 | SH |
| 15 | INTERDIGITAL INC COM | IDCC | 45867G101 | $144.4M | 2.45% | 510,096 | SH |
| 16 | ZETA GLOBAL HOLDINGS CORP CL A | ZETA | 98956A105 | $133.1M | 2.25% | 6,761,165 | SH |
| 17 | ALIGN TECHNOLOGY INC | ALGN | 016255101 | $132.1M | 2.24% | 783,178 | SH |
| 18 | SNAP ON INC COM | SNA | 833034101 | $122.8M | 2.08% | 305,180 | SH |
| 19 | SPS COMM INC COM | SPSC | 78463M107 | $121.4M | 2.06% | 2,123,881 | SH |
| 20 | GENTEX CORP COM | GNTX | 371901109 | $115.3M | 1.95% | 4,561,485 | SH |
| 21 | SHARKNINJA INC COM SHS | SN | G8068L108 | $109.0M | 1.85% | 715,721 | SH |
| 22 | DOUBLEVERIFY HLDGS INC COM | DV | 25862V105 | $105.0M | 1.78% | 9,689,140 | SH |
| 23 | GITLAB, INC | GTLB | 37637K108 | $101.0M | 1.71% | 3,308,421 | SH |
| 24 | MONDAY.COM LTD | MNDY | M7S64H106 | $91.5M | 1.55% | 1,263,335 | SH |
| 25 | SUPER MICRO COMPUTER INC COM N | SMCI | 86800U302 | $78.1M | 1.32% | 2,663,417 | SH |
| 26 | STITCH FIX INC COM CL A | SFIX | 860897107 | $77.7M | 1.32% | 18,910,052 | SH |
| 27 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 874054109 | $73.0M | 1.24% | 292,065 | SH |
| 28 | DOLBY LABORATORIES INC COM CL | DLB | 25659T107 | $65.6M | 1.11% | 1,247,791 | SH |
| 29 | FLOOR & DECOR HLDGS INC CL A | FND | 339750101 | $65.5M | 1.11% | 1,103,591 | SH |
| 30 | IPG PHOTONICS CORP COM | IPGP | 44980X109 | $62.3M | 1.05% | 530,833 | SH |
| 31 | AUTODESK INC COM | ADSK | 052769106 | $60.1M | 1.02% | 309,345 | SH |
| 32 | LGI HOMES INC COM | LGIH | 50187T106 | $51.9M | 0.88% | 815,069 | SH |
| 33 | SIMPSON MFG INC COM | SSD | 829073105 | $50.4M | 0.85% | 240,664 | SH |
| 34 | KORNIT DIGITAL LTD SHS | KRNT | M6372Q113 | $49.3M | 0.83% | 3,031,101 | SH |
| 35 | GARTNER INC COM | IT | 366651107 | $44.7M | 0.76% | 344,687 | SH |
| 36 | MICROCHIP TECHNOLOGY INC. COM | MCHP | 595017104 | $43.6M | 0.74% | 478,469 | SH |
| 37 | CELSIUS HLDGS INC COM NEW | CELH | 15118V207 | $42.9M | 0.73% | 1,466,503 | SH |
| 38 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $42.2M | 0.71% | 106,000 | SH |
| 39 | DYNATRACE INC NEW | DT | 268150109 | $39.9M | 0.68% | 908,550 | SH |
| 40 | CORE LABORATORIES INC | CLB | 21867A105 | $35.4M | 0.60% | 3,042,177 | SH |
| 41 | PROGYNY INC COM | PGNY | 74340E103 | $34.1M | 0.58% | 1,181,632 | SH |
| 42 | CEVA INC COM | CEVA | 157210105 | $31.3M | 0.53% | 662,802 | SH |
| 43 | TREX CO INC COM | TREX | 89531P105 | $29.6M | 0.50% | 592,096 | SH |
| 44 | VEEVA SYS INC CL A COM | VEEV | 922475108 | $25.0M | 0.42% | 140,964 | SH |
| 45 | GRACO INC COM | GGG | 384109104 | $24.3M | 0.41% | 321,466 | SH |
| 46 | POWERFLEET INC | AIOT | 73931J109 | $24.0M | 0.41% | 6,258,600 | SH |
| 47 | INTUIT COM | INTU | 461202103 | $22.5M | 0.38% | 86,019 | SH |
| 48 | WEAVE COMMUNICATIONS INC COM | WEAV | 94724R108 | $18.0M | 0.30% | 2,998,909 | SH |
| 49 | ZIPRECRUITER INC CL A | ZIP | 98980B103 | $15.3M | 0.26% | 4,091,619 | SH |
| 50 | PAYCHEX INC COM | PAYX | 704326107 | $14.9M | 0.25% | 151,732 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $5.91B | 58 | 0001050442-26-000021 |
| 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 |