Disciplined-Growth-Investors-Inc-Mn

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SPSC",
  "TREX",
  "PRO",
  "INMD",
  "SMTC",
  "PLXS",
  "AKAM",
  "SMCI",
  "THRM",
  "MTLS",
  "MLKN",
  "PRLB",
  "STRA",
  "INTU",
  "IPGP",
  "ISRG",
  "MYGN",
  "MDXG",
  "SRI",
  "SFIX",
  "SRDX",
  "MSFT",
  "FND",
  "ANET",
  "PAYX",
  "AAPL",
  "PSTG",
  "SNA",
  "RCL",
  "PGNY",
  "LGIH",
  "GGG",
  "AIOT",
  "MSM",
  "ALGN",
  "ADSK",
  "UAA",
  "GNRC",
  "EGAN",
  "FOXF",
  "GEOS",
  "IDCC",
  "KRNT",
  "LSTR",
  "TTWO",
  "VSAT",
  "VRNT",
  "ZIP",
  "POWI",
  "GRMN",
  "GNTX",
  null,
  "ALRM",
  "SSD",
  "CTLP",
  "CEVA",
  "CELH",
  "CGNX",
  "CLB",
  "CTRA",
  "DLB",
  "SSTI",
  "DV",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 64
Total Value: 4831668109
Accession Number: 0001050442-25-000009
Form Type: 13F-HR
CIK: disciplined-growth-investors-inc-mn
Manager Name: Disciplined-Growth-Investors-Inc-Mn

Data Enrichment

98% identified

63 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $4.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Proto Labs Inc

PRLB|743713109

Shares:2.7M

Value:$93.6M

% of Portfolio:1.9% ($93.6M/$4.8B)

Autodesk, Inc.

ADSK|052769106

Shares:343.8K

Value:$90.0M

% of Portfolio:1.9% ($90.0M/$4.8B)

Core Laboratories Inc. /DE/

CLB|21867A105

Shares:5.5M

Value:$82.3M

% of Portfolio:1.7% ($82.3M/$4.8B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:643.7K

Value:$81.5M

% of Portfolio:1.7% ($81.5M/$4.8B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:322.8K

Value:$66.9M

% of Portfolio:1.4% ($66.9M/$4.8B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:134.7K

Value:$66.7M

% of Portfolio:1.4% ($66.7M/$4.8B)

TREX CO INC

TREX|89531P105

Shares:1.1M

Value:$63.6M

% of Portfolio:1.3% ($63.6M/$4.8B)

LGI Homes, Inc.

LGIH|50187T106

Shares:934.0K

Value:$62.1M

% of Portfolio:1.3% ($62.1M/$4.8B)

Stitch Fix, Inc.

SFIX|860897107

Shares:18.7M

Value:$60.8M

% of Portfolio:1.3% ($60.8M/$4.8B)

VIASAT INC

VSAT|92552V100

Shares:5.0M

Value:$52.6M

% of Portfolio:1.1% ($52.6M/$4.8B)

MSC INDUSTRIAL DIRECT CO INC

MSM|553530106

Shares:618.1K

Value:$48.0M

% of Portfolio:1.0% ($48.0M/$4.8B)

LANDSTAR SYSTEM INC

LSTR|515098101

Shares:310.6K

Value:$46.7M

% of Portfolio:1.0% ($46.7M/$4.8B)

Powerfleet, Inc.

AIOT|73931J109

Shares:8.1M

Value:$44.5M

% of Portfolio:0.9% ($44.5M/$4.8B)

MYRIAD GENETICS INC

MYGN|62855J104

Shares:4.7M

Value:$42.0M

% of Portfolio:0.9% ($42.0M/$4.8B)

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:266.9K

Value:$41.9M

% of Portfolio:0.9% ($41.9M/$4.8B)

Strategic Education, Inc.

STRA|86272C103

Shares:474.8K

Value:$39.9M

% of Portfolio:0.8% ($39.9M/$4.8B)

Under Armour, Inc.

UAA|904311107

Shares:6.1M

Value:$38.4M

% of Portfolio:0.8% ($38.4M/$4.8B)

Kornit Digital Ltd.

KRNT|M6372Q113

Shares:2.0M

Value:$37.9M

% of Portfolio:0.8% ($37.9M/$4.8B)

IPG PHOTONICS CORP

IPGP|44980X109

Shares:581.4K

Value:$36.7M

% of Portfolio:0.8% ($36.7M/$4.8B)

GRACO INC

GGG|384109104

Shares:404.0K

Value:$33.7M

% of Portfolio:0.7% ($33.7M/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Proto Labs Inc(PRLBcusip743713109)	2.7M	QoQ +22.86% (+497.0K) YoY +39.83% (+760.9K)	All Managers (Combined)	$93.6M	1.9% ($93.6M/$4.8B)	QoQ +10.13% (+$8.6M) YoY +37.06% (+$25.3M)
Autodesk, Inc.(ADSKcusip052769106)	343.8K	QoQ -3.38% (-12.0K) YoY -1.64% (-5.7K)	All Managers (Combined)	$90.0M	1.9% ($90.0M/$4.8B)	QoQ -14.42% (-$15.2M) YoY -1.12% (-$1.0M)
Core Laboratories Inc. /DE/(CLBcusip21867A105)	5.5M	QoQ -0.21% (-11.9K) YoY +573.20% (+4.7M)	All Managers (Combined)	$82.3M	1.7% ($82.3M/$4.8B)	QoQ -13.59% (-$12.9M) YoY +490.82% (+$68.4M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	643.7K	QoQ +56.72% (+233.0K) YoY +79.43% (+285.0K)	All Managers (Combined)	$81.5M	1.7% ($81.5M/$4.8B)	QoQ +28.01% (+$17.8M) YoY +80.16% (+$36.3M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	322.8K	QoQ -1.94% (-6.4K) YoY +5.51% (+16.9K)	All Managers (Combined)	$66.9M	1.4% ($66.9M/$4.8B)	QoQ +10.39% (-$6.3M) YoY +47.26% (+$21.5M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	134.7K	QoQ -44.73% (-109.0K) YoY -47.40% (-121.4K)	All Managers (Combined)	$66.7M	1.4% ($66.7M/$4.8B)	QoQ -47.55% (-$60.5M) YoY -34.73% (-$35.5M)
TREX CO INC(TREXcusip89531P105)	1.1M	QoQ +188.56% (+715.1K) YoY +163.10% (+678.4K)	All Managers (Combined)	$63.6M	1.3% ($63.6M/$4.8B)	QoQ +142.87% (+$37.4M) YoY +53.24% (+$22.1M)
LGI Homes, Inc.(LGIHcusip50187T106)	934.0K	QoQ +0.40% (-3.7K) YoY +4.84% (-43.1K)	All Managers (Combined)	$62.1M	1.3% ($62.1M/$4.8B)	QoQ -25.34% (-$21.1M) YoY -40.11% (-$41.6M)
Stitch Fix, Inc.(SFIXcusip860897107)	18.7M	QoQ +13.25% (-2.2M) YoY +171.88% (+11.8M)	All Managers (Combined)	$60.8M	1.3% ($60.8M/$4.8B)	QoQ -14.60% (-$10.4M) YoY +234.70% (+$42.6M)
VIASAT INC(VSATcusip92552V100)	5.0M	QoQ +28.18% (+1.1M) YoY +47.94% (-1.6M)	All Managers (Combined)	$52.6M	1.1% ($52.6M/$4.8B)	QoQ +56.96% (+$19.1M) YoY -14.78% (-$9.1M)
MSC INDUSTRIAL DIRECT CO INC(MSMcusip553530106)	618.1K	QoQ -3.74% (-24.0K) YoY +3.80% (-22.7K)	All Managers (Combined)	$48.0M	1.0% ($48.0M/$4.8B)	QoQ +0.09% (-$47.3K) YoY -16.91% (-$9.8M)
LANDSTAR SYSTEM INC(LSTRcusip515098101)	310.6K	QoQ -5.14% (-16.8K) YoY -4.34% (-14.1K)	All Managers (Combined)	$46.7M	1.0% ($46.7M/$4.8B)	QoQ -17.09% (-$9.6M) YoY -25.46% (-$15.9M)
Powerfleet, Inc.(AIOTcusip73931J109)	8.1M	QoQ -3.42% (-286.9K) YoY +441.11% (+6.6M)	All Managers (Combined)	$44.5M	0.9% ($44.5M/$4.8B)	QoQ -20.38% (-$11.4M) YoY +456.31% (+$36.5M)
MYRIAD GENETICS INC(MYGNcusip62855J104)	4.7M	QoQ +85.15% (+2.2M) YoY +127.87% (-2.7M)	All Managers (Combined)	$42.0M	0.9% ($42.0M/$4.8B)	QoQ +19.79% (+$6.9M) YoY -5.19% (-$2.3M)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	266.9K	QoQ NEW(+266.9K) YoY NEW(+266.9K)	All Managers (Combined)	$41.9M	0.9% ($41.9M/$4.8B)	QoQ NEW(+$41.9M) YoY NEW(+$41.9M)
Strategic Education, Inc.(STRAcusip86272C103)	474.8K	QoQ +9.01% (-39.3K) YoY +5.93% (-26.6K)	All Managers (Combined)	$39.9M	0.8% ($39.9M/$4.8B)	QoQ -2.02% (-$824.0K) YoY -14.57% (-$6.8M)
Under Armour, Inc.(UAAcusip904311107)	6.1M	QoQ +2.72% (-163.0K) YoY +14.86% (-794.3K)	All Managers (Combined)	$38.4M	0.8% ($38.4M/$4.8B)	QoQ -22.45% (-$11.1M) YoY -2.71% (-$1.1M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	2.0M	QoQ -1.45% (-29.3K) YoY +1.84% (+36.0K)	All Managers (Combined)	$37.9M	0.8% ($37.9M/$4.8B)	QoQ -39.24% (-$24.5M) YoY +7.24% (+$2.6M)
IPG PHOTONICS CORP(IPGPcusip44980X109)	581.4K	QoQ +4.54% (-25.3K) YoY +21.07% (-101.2K)	All Managers (Combined)	$36.7M	0.8% ($36.7M/$4.8B)	QoQ -9.22% (-$3.7M) YoY -15.70% (-$6.8M)
GRACO INC(GGGcusip384109104)	404.0K	QoQ -3.27% (-13.7K) YoY -2.38% (-9.9K)	All Managers (Combined)	$33.7M	0.7% ($33.7M/$4.8B)	QoQ -4.17% (-$1.5M) YoY -12.77% (-$4.9M)