Disciplined Growth Investors Inc /mn

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
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
Manager Name
Disciplined Growth Investors Inc /mn
Data Enrichment
98% identified
63 identified1 unidentified

Holdings

64 positions
Manager:
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Page 1 of 4
GARMIN LTD
Shares:
1414152(-0.4%)
Value:
$307.1B(+4.8%)
165167735
Shares:
2679629(-2.1%)
Value:
$298.3B(+9.5%)
Super Micro Computer, Inc.
Shares:
8349727(+13.0%)
Value:
$285.9B(+26.9%)
Pure Storage, Inc.
Shares:
5485149(-2.6%)
Value:
$242.8B(-29.8%)
InterDigital, Inc.
Shares:
1084353(-2.7%)
Value:
$224.2B(+3.8%)
PLEXUS CORP
Shares:
1651311(-1.5%)
Value:
$211.6B(-19.4%)
Coterra Energy Inc.
Shares:
6945328(+23.8%)
Value:
$200.7B(+40.0%)
Alarm.com Holdings, Inc.
Shares:
3389343(+15.2%)
Value:
$188.6B(+5.5%)
AKAMAI TECHNOLOGIES INC
Shares:
1850380(+14.9%)
Value:
$149.0B(-3.3%)
COGNEX CORP
Shares:
4727789(+24.2%)
Value:
$141.0B(+3.3%)
ALIGN TECHNOLOGY INC
Shares:
837233(+6.3%)
Value:
$133.0B(-19.0%)
Snap-on Inc
Shares:
394315(-0.5%)
Value:
$132.9B(-1.2%)
MICROCHIP TECHNOLOGY INC
Shares:
2647553(+41.6%)
Value:
$128.2B(+19.5%)
Arista Networks, Inc.
Shares:
1616461(-32.8%)
Value:
$125.2B(-52.9%)
Dolby Laboratories, Inc.
Shares:
1546961(+1.2%)
Value:
$124.2B(+4.0%)
GENTEX CORP
Shares:
4926527(+3.0%)
Value:
$114.8B(-16.5%)
INTUIT INC.
Shares:
178996(-7.8%)
Value:
$109.9B(-10.0%)
POWER INTEGRATIONS INC
Shares:
2076576(-1.1%)
Value:
$104.9B(-19.1%)
SEMTECH CORP
Shares:
2778615(+3.2%)
Value:
$95.6B(-42.6%)
Floor & Decor Holdings, Inc.
Shares:
1181256(-1.3%)
Value:
$95.1B(-20.3%)