Disciplined Growth Investors Inc /mn

Investment Portfolio & 13F Holdings Analysis

About

DISCIPLINED GROWTH INVESTORS INC /MN is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 64 holdings worth $4.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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GARMIN LTD

GRMN|H2906T109

1414152(-0.4%)

Value:

$307.1B(+4.8%)

165167735

2679629(-2.1%)

Value:

$298.3B(+9.5%)

Super Micro Computer, Inc.

SMCI|86800U302

8349727(+13.0%)

Value:

$285.9B(+26.9%)

Pure Storage, Inc.

PSTG|74624M102

5485149(-2.6%)

Value:

$242.8B(-29.8%)

InterDigital, Inc.

IDCC|45867G101

1084353(-2.7%)

Value:

$224.2B(+3.8%)

PLEXUS CORP

PLXS|729132100

1651311(-1.5%)

Value:

$211.6B(-19.4%)

Coterra Energy Inc.

CTRA|127097103

6945328(+23.8%)

Value:

$200.7B(+40.0%)

Alarm.com Holdings, Inc.

ALRM|011642105

3389343(+15.2%)

Value:

$188.6B(+5.5%)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

1850380(+14.9%)

Value:

$149.0B(-3.3%)

COGNEX CORP

CGNX|192422103

4727789(+24.2%)

Value:

$141.0B(+3.3%)

ALIGN TECHNOLOGY INC

ALGN|016255101

837233(+6.3%)

Value:

$133.0B(-19.0%)

Snap-on Inc

SNA|833034101

394315(-0.5%)

Value:

$132.9B(-1.2%)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

2647553(+41.6%)

Value:

$128.2B(+19.5%)

Arista Networks, Inc.

ANET|040413205

1616461(-32.8%)

Value:

$125.2B(-52.9%)

Dolby Laboratories, Inc.

DLB|25659T107

1546961(+1.2%)

Value:

$124.2B(+4.0%)

GENTEX CORP

GNTX|371901109

4926527(+3.0%)

Value:

$114.8B(-16.5%)

INTUIT INC.

INTU|461202103

178996(-7.8%)

Value:

$109.9B(-10.0%)

POWER INTEGRATIONS INC

POWI|739276103

2076576(-1.1%)

Value:

$104.9B(-19.1%)

SEMTECH CORP

SMTC|816850101

2778615(+3.2%)

Value:

$95.6B(-42.6%)

Floor & Decor Holdings, Inc.

FND|339750101

1181256(-1.3%)

Value:

$95.1B(-20.3%)

Instrument	Shares		Other Manager	Value
Garmin Ltd(GRMNcusipH2906T109)	1.4M	QoQ -0.41% (-5.9K) YoY +3.74% (+51.1K)	All Managers (Combined)	$307.1M	QoQ +4.83% (-$14.2M) YoY +51.31% (+$104.1M)
(cusip165167735)✕	2.7M	QoQ -2.09% (-57.3K) YoY NEW(+2.7M)	All Managers (Combined)	$298.3M	QoQ +9.48% (-$25.8M) YoY NEW(+$298.3M)
Super Micro Computer, Inc.(SMCIcusip86800U302)	8.3M	QoQ +12.97% (+958.9K) YoY NEW(+8.3M)	All Managers (Combined)	$285.9M	QoQ +26.91% (+$60.6M) YoY NEW(+$285.9M)
Pure Storage, Inc.(PSTGcusip74624M102)	5.5M	QoQ -2.56% (-144.3K) YoY -2.42% (-136.4K)	All Managers (Combined)	$242.8M	QoQ -29.78% (-$103.0M) YoY -16.91% (-$49.4M)
Interdigital, Inc.(IDCCcusip45867G101)	1.1M	QoQ -2.74% (-30.6K) YoY +0.18% (+2.0K)	All Managers (Combined)	$224.2M	QoQ +3.79% (-$8.2M) YoY +94.55% (+$109.0M)
Plexus Corp(PLXScusip729132100)	1.7M	QoQ -1.53% (-25.8K) YoY -21.43% (-450.5K)	All Managers (Combined)	$211.6M	QoQ -19.37% (-$50.9M) YoY +6.16% (-$12.3M)
Coterra Energy Inc.(CTRAcusip127097103)	6.9M	QoQ +23.75% (+1.3M) YoY +38.55% (+1.9M)	All Managers (Combined)	$200.7M	QoQ +40.03% (+$57.4M) YoY +43.62% (+$61.0M)
Alarm.Com Holdings, Inc.(ALRMcusip011642105)	3.4M	QoQ +15.22% (+447.8K) YoY +32.78% (+836.8K)	All Managers (Combined)	$188.6M	QoQ +5.46% (+$9.8M) YoY +1.96% (+$3.6M)
Akamai Technologies Inc(AKAMcusip00971T101)	1.9M	QoQ +14.92% (-240.4K) YoY +32.48% (-453.7K)	All Managers (Combined)	$149.0M	QoQ -3.27% (-$5.0M) YoY -1.94% (-$2.9M)
Cognex Corp(CGNXcusip192422103)	4.7M	QoQ +24.20% (+921.2K) YoY +39.18% (-1.3M)	All Managers (Combined)	$141.0M	QoQ +3.31% (+$4.5M) YoY -2.12% (-$3.1M)
Align Technology Inc(ALGNcusip016255101)	837.2K	QoQ +6.30% (-49.6K) YoY +18.93% (-133.3K)	All Managers (Combined)	$133.0M	QoQ -19.01% (-$31.2M) YoY -42.38% (-$97.8M)
Snap-On Inc(SNAcusip833034101)	394.3K	QoQ -0.45% (-1.8K) YoY +9.07% (+32.8K)	All Managers (Combined)	$132.9M	QoQ -1.17% (-$1.6M) YoY +24.09% (+$25.8M)
Microchip Technology Inc(MCHPcusip595017104)	2.6M	QoQ +41.62% (+778.1K) YoY +51.76% (-903.0K)	All Managers (Combined)	$128.2M	QoQ +19.54% (+$21.0M) YoY -18.10% (-$28.3M)
Arista Networks, Inc.(ANETcusip040413205)	1.6M	QoQ -32.79% (-788.8K) YoY NEW(+1.6M)	All Managers (Combined)	$125.2M	QoQ -52.89% (-$140.6M) YoY NEW(+$125.2M)
Dolby Laboratories, Inc.(DLBcusip25659T107)	1.5M	QoQ +1.18% (+18.1K) YoY +11.15% (+155.2K)	All Managers (Combined)	$124.2M	QoQ +4.04% (+$4.8M) YoY +6.55% (+$7.6M)
Gentex Corp(GNTXcusip371901109)	4.9M	QoQ +3.00% (-143.7K) YoY +16.84% (-710.2K)	All Managers (Combined)	$114.8M	QoQ -16.46% (-$22.6M) YoY -24.62% (-$37.5M)
Intuit Inc.(INTUcusip461202103)	179.0K	QoQ -7.83% (-15.2K) YoY -12.44% (-25.4K)	All Managers (Combined)	$109.9M	QoQ -9.96% (-$12.2M) YoY -17.29% (-$23.0M)
Power Integrations Inc(POWIcusip739276103)	2.1M	QoQ -1.11% (-23.3K) YoY +1.85% (-37.8K)	All Managers (Combined)	$104.9M	QoQ -19.06% (-$24.7M) YoY -28.11% (-$41.0M)
Semtech Corp(SMTCcusip816850101)	2.8M	QoQ +3.18% (-85.7K) YoY +393.65% (+2.2M)	All Managers (Combined)	$95.6M	QoQ -42.61% (-$71.0M) YoY +517.73% (+$80.1M)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	1.2M	QoQ -1.25% (-15.0K) YoY +6.63% (-73.6K)	All Managers (Combined)	$95.1M	QoQ -20.30% (-$24.2M) YoY -33.79% (-$48.5M)