Disciplined Growth Investors Inc /mn

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: 0001050442
Manager Name: Disciplined Growth Investors Inc /mn

Data Enrichment

98% identified

63 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $4,831,668.109K total value

64 positions

Manager:

SEC FilingSEC DataHachi Filing

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Proto Labs Inc

PRLB|743713109

2670718(+22.9%)

Value:

$93.6B(+10.1%)

Autodesk, Inc.

ADSK|052769106

343756(-3.4%)

Value:

$90.0B(-14.4%)

Core Laboratories Inc. /DE/

CLB|21867A105

5491722(-0.2%)

Value:

$82.3B(-13.6%)

GENERAC HOLDINGS INC.

GNRC|368736104

643667(+56.7%)

Value:

$81.5B(+28.0%)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

322794(-1.9%)

Value:

$66.9B(+10.4%)

INTUITIVE SURGICAL INC

ISRG|46120E602

134657(-44.7%)

Value:

$66.7B(-47.5%)

TREX CO INC

TREX|89531P105

1094363(+188.6%)

Value:

$63.6B(+142.9%)

LGI Homes, Inc.

LGIH|50187T106

934007(+0.4%)

Value:

$62.1B(-25.3%)

Stitch Fix, Inc.

SFIX|860897107

18697233(+13.3%)

Value:

$60.8B(-14.6%)

VIASAT INC

VSAT|92552V100

5048751(+28.2%)

Value:

$52.6B(+57.0%)

MSC INDUSTRIAL DIRECT CO INC

MSM|553530106

618116(-3.7%)

Value:

$48.0B(+0.1%)

LANDSTAR SYSTEM INC

LSTR|515098101

310617(-5.1%)

Value:

$46.7B(-17.1%)

Powerfleet, Inc.

AIOT|73931J109

8100937(-3.4%)

Value:

$44.5B(-20.4%)

MYRIAD GENETICS INC

MYGN|62855J104

4733692(+85.2%)

Value:

$42.0B(+19.8%)

Simpson Manufacturing Co., Inc.

SSD|829073105

266935

Value:

$41.9B

Strategic Education, Inc.

STRA|86272C103

474788(+9.0%)

Value:

$39.9B(-2.0%)

Under Armour, Inc.

UAA|904311107

6136209(+2.7%)

Value:

$38.4B(-22.4%)

Kornit Digital Ltd.

KRNT|M6372Q113

1984559(-1.4%)

Value:

$37.9B(-39.2%)

IPG PHOTONICS CORP

IPGP|44980X109

581394(+4.5%)

Value:

$36.7B(-9.2%)

GRACO INC

GGG|384109104

404026(-3.3%)

Value:

$33.7B(-4.2%)

Instrument	Shares		Other Manager	Value
Proto Labs Inc(PRLBcusip743713109)	2.7M	QoQ +22.86% (+497.0K) YoY +39.83% (+760.9K)	All Managers (Combined)	$93.6M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -4.17% (-$1.5M) YoY -12.77% (-$4.9M)