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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Gentherm Inc

THRM|37253A103

1190008(+0.2%)

Value:

$31.8B(-32.9%)

DoubleVerify Holdings, Inc.

DV|25862V105

2049356(+72.1%)

Value:

$27.4B(+19.8%)

Celsius Holdings, Inc.

CELH|15118V207

721264

Value:

$25.7B

PAYCHEX INC

PAYX|704326107

161799(-3.2%)

Value:

$25.0B(+6.5%)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

100217(-82.8%)

Value:

$20.6B(-84.7%)

PROS Holdings, Inc.

PRO|74346Y103

1074105(+117.9%)

Value:

$20.4B(+88.8%)

SPS COMMERCE INC

SPSC|78463M107

147627(-4.6%)

Value:

$19.6B(-31.2%)

CANTALOUPE, INC.

CTLP|138103106

1981603(+26.2%)

Value:

$15.6B(+4.4%)

Progyny, Inc.

PGNY|74340E103

653070(-1.0%)

Value:

$14.6B(+28.1%)

CEVA INC

CEVA|157210105

440719(-1.6%)

Value:

$11.3B(-20.1%)

MILLERKNOLL, INC.

MLKN|600544100

571822(+55.9%)

Value:

$10.9B(+32.1%)

ZIPRECRUITER, INC.

ZIP|98980B103

1621606(+60.5%)

Value:

$9.6B(+30.6%)

MATERIALISE NV

MTLS|57667T100

1875347(+20.2%)

Value:

$9.2B(-16.0%)

GEOSPACE TECHNOLOGIES CORP

GEOS|37364X109

1268330(-11.0%)

Value:

$9.1B(-36.0%)

SOUNDTHINKING, INC.

SSTI|82536T107

450242(+0.1%)

Value:

$7.6B(+29.9%)

VERINT SYSTEMS INC

VRNT|92343X100

400386(+106.7%)

Value:

$7.1B(+34.4%)

SURMODICS INC

SRDX|868873100

202953(-11.6%)

Value:

$6.2B(-31.8%)

InMode Ltd.

INMD|M5425M103

296637(-2.4%)

Value:

$5.3B(+3.7%)

EGAIN Corp

EGAN|28225C806

963494(-4.6%)

Value:

$4.7B(-25.7%)

FOX FACTORY HOLDING CORP

FOXF|35138V102

137239(+1.3%)

Value:

$3.2B(-21.9%)

Instrument	Shares		Other Manager	Value
Gentherm Inc(THRMcusip37253A103)	1.2M	QoQ +0.22% (-2.7K) YoY +4.51% (-51.4K)	All Managers (Combined)	$31.8M	QoQ -32.87% (-$15.6M) YoY -51.46% (-$33.7M)
Doubleverify Holdings, Inc.(DVcusip25862V105)	2.0M	QoQ +72.12% (+858.8K) YoY NEW(+2.0M)	All Managers (Combined)	$27.4M	QoQ +19.79% (+$4.5M) YoY NEW(+$27.4M)
Celsius Holdings, Inc.(CELHcusip15118V207)	721.3K	QoQ NEW(+721.3K) YoY NEW(+721.3K)	All Managers (Combined)	$25.7M	QoQ NEW(+$25.7M) YoY NEW(+$25.7M)
Paychex Inc(PAYXcusip704326107)	161.8K	QoQ -3.22% (-5.4K) YoY +14.25% (+20.2K)	All Managers (Combined)	$25.0M	QoQ +6.47% (-$1.5M) YoY +43.54% (+$7.6M)
Royal Caribbean Cruises Ltd(RCLcusipV7780T103)	100.2K	QoQ -82.82% (-483.2K) YoY -83.28% (-499.3K)	All Managers (Combined)	$20.6M	QoQ -84.70% (-$114.0M) YoY -75.29% (-$62.8M)
Pros Holdings, Inc.(PROcusip74346Y103)	1.1M	QoQ +117.87% (+581.1K) YoY +104.91% (+549.9K)	All Managers (Combined)	$20.4M	QoQ +88.80% (+$9.6M) YoY +7.33% (+$1.4M)
Sps Commerce Inc(SPSCcusip78463M107)	147.6K	QoQ -4.63% (-7.2K) YoY -13.24% (-22.5K)	All Managers (Combined)	$19.6M	QoQ -31.20% (-$8.9M) YoY -37.72% (-$11.9M)
Cantaloupe, Inc.(CTLPcusip138103106)	2.0M	QoQ +26.18% (+411.2K) YoY +24.87% (+394.8K)	All Managers (Combined)	$15.6M	QoQ +4.42% (+$660.7K) YoY +52.84% (+$5.4M)
Progyny, Inc.(PGNYcusip74340E103)	653.1K	QoQ -1.04% (-6.9K) YoY +25.81% (-134.0K)	All Managers (Combined)	$14.6M	QoQ +28.14% (-$3.2M) YoY -26.32% (-$5.2M)
Ceva Inc(CEVAcusip157210105)	440.7K	QoQ -1.60% (-7.2K) YoY -9.44% (-46.0K)	All Managers (Combined)	$11.3M	QoQ -20.13% (-$2.8M) YoY +2.12% (-$234.5K)
Millerknoll, Inc.(MLKNcusip600544100)	571.8K	QoQ +55.90% (+205.0K) YoY +72.78% (+240.9K)	All Managers (Combined)	$10.9M	QoQ +32.09% (+$2.7M) YoY +33.56% (+$2.8M)
Ziprecruiter, Inc.(ZIPcusip98980B103)	1.6M	QoQ +60.54% (+611.5K) YoY +63.99% (-632.8K)	All Managers (Combined)	$9.6M	QoQ +30.60% (+$2.2M) YoY -15.93% (-$1.8M)
Materialise Nv(MTLScusip57667T100)	1.9M	QoQ +20.22% (-315.4K) YoY +17.82% (+283.7K)	All Managers (Combined)	$9.2M	QoQ -15.98% (-$1.8M) YoY +9.78% (+$822.7K)
Geospace Technologies Corp(GEOScusip37364X109)	1.3M	QoQ -11.02% (-157.2K) YoY -19.17% (-300.8K)	All Managers (Combined)	$9.1M	QoQ -35.97% (-$5.1M) YoY -55.81% (-$11.6M)
Soundthinking, Inc.(SSTIcusip82536T107)	450.2K	QoQ +0.12% (+559) YoY NEW(+450.2K)	All Managers (Combined)	$7.6M	QoQ +29.94% (+$1.8M) YoY NEW(+$7.6M)
Verint Systems Inc(VRNTcusip92343X100)	400.4K	QoQ +106.71% (+206.7K) YoY NEW(+400.4K)	All Managers (Combined)	$7.1M	QoQ +34.42% (+$1.8M) YoY NEW(+$7.1M)
Surmodics Inc(SRDXcusip868873100)	203.0K	QoQ -11.59% (-26.6K) YoY -69.21% (-456.2K)	All Managers (Combined)	$6.2M	QoQ -31.84% (-$2.9M) YoY -67.96% (-$13.1M)
Inmode Ltd.(INMDcusipM5425M103)	296.6K	QoQ -2.35% (-7.1K) YoY -62.09% (-485.9K)	All Managers (Combined)	$5.3M	QoQ +3.73% (-$189.2K) YoY -68.88% (-$11.6M)
Egain Corp(EGANcusip28225C806)	963.5K	QoQ -4.56% (-46.1K) YoY -14.59% (-164.6K)	All Managers (Combined)	$4.7M	QoQ -25.70% (-$1.6M) YoY -35.77% (-$2.6M)
Fox Factory Holding Corp(FOXFcusip35138V102)	137.2K	QoQ +1.33% (-1.8K) YoY NEW(+137.2K)	All Managers (Combined)	$3.2M	QoQ -21.86% (-$896.2K) YoY NEW(+$3.2M)