Disciplined Growth Investors Inc /mn

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 64Value: $4.8BLatest: 2025Q1

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.

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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GARMIN LTD

GRMN|H2906T109

Shares:1.4M

Value:$307.1M

% of Portfolio:6.4% ($307.1M/$4.8B)

165167735

Shares:2.7M

Value:$298.3M

% of Portfolio:6.2% ($298.3M/$4.8B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:8.3M

Value:$285.9M

% of Portfolio:5.9% ($285.9M/$4.8B)

Pure Storage, Inc.

PSTG|74624M102

Shares:5.5M

Value:$242.8M

% of Portfolio:5.0% ($242.8M/$4.8B)

InterDigital, Inc.

IDCC|45867G101

Shares:1.1M

Value:$224.2M

% of Portfolio:4.6% ($224.2M/$4.8B)

PLEXUS CORP

PLXS|729132100

Shares:1.7M

Value:$211.6M

% of Portfolio:4.4% ($211.6M/$4.8B)

Coterra Energy Inc.

CTRA|127097103

Shares:6.9M

Value:$200.7M

% of Portfolio:4.2% ($200.7M/$4.8B)

Alarm.com Holdings, Inc.

ALRM|011642105

Shares:3.4M

Value:$188.6M

% of Portfolio:3.9% ($188.6M/$4.8B)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:1.9M

Value:$149.0M

% of Portfolio:3.1% ($149.0M/$4.8B)

COGNEX CORP

CGNX|192422103

Shares:4.7M

Value:$141.0M

% of Portfolio:2.9% ($141.0M/$4.8B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:837.2K

Value:$133.0M

% of Portfolio:2.8% ($133.0M/$4.8B)

Snap-on Inc

SNA|833034101

Shares:394.3K

Value:$132.9M

% of Portfolio:2.8% ($132.9M/$4.8B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:2.6M

Value:$128.2M

% of Portfolio:2.7% ($128.2M/$4.8B)

Arista Networks, Inc.

ANET|040413205

Shares:1.6M

Value:$125.2M

% of Portfolio:2.6% ($125.2M/$4.8B)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:1.5M

Value:$124.2M

% of Portfolio:2.6% ($124.2M/$4.8B)

GENTEX CORP

GNTX|371901109

Shares:4.9M

Value:$114.8M

% of Portfolio:2.4% ($114.8M/$4.8B)

INTUIT INC.

INTU|461202103

Shares:179.0K

Value:$109.9M

% of Portfolio:2.3% ($109.9M/$4.8B)

POWER INTEGRATIONS INC

POWI|739276103

Shares:2.1M

Value:$104.9M

% of Portfolio:2.2% ($104.9M/$4.8B)

SEMTECH CORP

SMTC|816850101

Shares:2.8M

Value:$95.6M

% of Portfolio:2.0% ($95.6M/$4.8B)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:1.2M

Value:$95.1M

% of Portfolio:2.0% ($95.1M/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GARMIN LTD(GRMNcusipH2906T109)	1.4M	QoQ -0.41% (-5.9K) YoY +3.74% (+51.1K)	All Managers (Combined)	$307.1M	6.4% ($307.1M/$4.8B)	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	6.2% ($298.3M/$4.8B)	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	5.9% ($285.9M/$4.8B)	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	5.0% ($242.8M/$4.8B)	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	4.6% ($224.2M/$4.8B)	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	4.4% ($211.6M/$4.8B)	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	4.2% ($200.7M/$4.8B)	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	3.9% ($188.6M/$4.8B)	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	3.1% ($149.0M/$4.8B)	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	2.9% ($141.0M/$4.8B)	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	2.8% ($133.0M/$4.8B)	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	2.8% ($132.9M/$4.8B)	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	2.7% ($128.2M/$4.8B)	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	2.6% ($125.2M/$4.8B)	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	2.6% ($124.2M/$4.8B)	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	2.4% ($114.8M/$4.8B)	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	2.3% ($109.9M/$4.8B)	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	2.2% ($104.9M/$4.8B)	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	2.0% ($95.6M/$4.8B)	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	2.0% ($95.1M/$4.8B)	QoQ -20.30% (-$24.2M) YoY -33.79% (-$48.5M)