Disciplined Growth Investors

Latest statistics and disclosures from Disciplined Growth Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TJX, INTU, TRMB, CAB, Open Text. These five stock positions account for 20.68% of Disciplined Growth Investors's total stock portfolio.
  • Added to shares of L Brands (+$69.57M), TRMB (+$55.79M), IHS (+$22.47M), EW, PLXS, TWTC, Noble Corporation Com Stk, AKAM, GNTX, FDS.
  • Started new stock positions in IHS, L Brands, HPQ.
  • Reduced shares in these stocks: LTD (-$70.80M), ARMH (-$24.63M), MIPS, APKT, NLS, VSAT, LL, SYNA, AAPL, Gentherm.
  • Sold out of its positions in LTD, MIPS.
  • As of March 31, 2013, Disciplined Growth Investors has $2.77B in assets under management (AUM). Assets under management grew from a total value of $2.53B to $2.77B.
  • Independent of market fluctuations, Disciplined Growth Investors was a net buyer by $74.43M worth of stocks in the most recent quarter.

Disciplined Growth Investors portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
TJX TJX Companies 4.61 2730530 46.75 51.33
INTU Intuit 4.46 1880446 65.66 60.63
TRMB Trimble Navigation 4.05 +99.00% 3739616 29.98 28.99
CAB Cabela's Incorporated 4.04 1841488 60.78 71.37
Open Text 3.52 1650394 59.02 0.00
EW Edwards Lifesciences 3.51 +3.00% 1182869 82.16 67.06
MIDD Middleby Corporation 3.41 621256 152.15 164.52
Eaton 3.28 1483359 61.25 0.00
Seagate Technology Com Stk 3.27 2474215 36.56 0.00
PLXS Plexus 2.69 +3.00% 3060089 24.31 29.35
SCSS Select Comfort 2.66 3728178 19.77 22.13
PLT Plantronics 2.57 1610657 44.19 46.54
ETH Ethan Allen Interiors 2.57 2162687 32.92 32.29
ADSK Autodesk 2.52 1693072 41.25 37.44
L Brands 2.51 NEW 1557729 44.66 0.00
Ralph Lauren 2.29 374038 169.31 0.00
ARMH ARM Holdings 2.18 -28.00% 1426845 42.37 49.97
TWTC tw tele 2.17 +3.00% 2382351 25.19 28.74
YHOO Yahoo! 2.13 2511605 23.53 26.52
FDS FactSet Research Systems 2.00 +2.00% 598551 92.60 97.63
AKAM Akamai Technologies 1.83 +2.00% 1437959 35.32 47.48
LSTR Landstar System 1.83 888820 57.09 55.80
VAR Varian Medical Systems 1.77 680218 72.00 69.30
EXBD Corporate Executive Board Company 1.63 775659 58.16 0.00
Noble Corporation Com Stk 1.58 +3.00% 1147542 38.15 0.00
CAKE Cheesecake Factory Incorporated 1.49 1066087 38.61 40.75
ISRG Intuitive Surgical 1.45 +2.00% 81857 491.19 484.00
GNTX Gentex Corporation 1.44 +3.00% 1997440 20.01 25.21
Royal Caribbean Cruises 1.39 1156720 33.22 0.00
Garmin 1.39 +3.00% 1163108 33.05 0.00
ALGN Align Technology 1.36 1126044 33.51 37.50
MCHP Microchip Technology 1.17 +2.00% 878525 36.77 37.08
JBLU JetBlue Airways Corporation 0.93 3744150 6.90 6.44
VSAT ViaSat 0.92 527603 48.44 71.38
TCB TCF Financial Corporation 0.90 1661680 14.96 14.68
GGG Gra 0.90 428635 58.03 62.48
JNS Janus Capital 0.84 2471975 9.40 8.81
DWA DreamWorks Animation SKG 0.82 +4.00% 1191032 18.96 21.74
DLB Dolby Laboratories 0.81 +2.00% 669210 33.56 34.43
IHS IHS 0.81 NEW 214600 104.72 104.44
SYNA Synaptics, Incorporated 0.76 518572 40.69 43.12
PAYX Paychex 0.75 593646 35.06 38.52
UPL Ultra Petroleum 0.74 +2.00% 1014250 20.10 22.71
BRC Brady Corporation 0.66 548805 33.53 34.99
STMP Stamps 0.66 732070 24.97 37.71
VPHM ViroPharma Incorporated 0.65 712410 25.16 25.88
Gentherm 0.63 1066835 16.38 0.00
Stratasys 0.63 235909 74.22 0.00
AAPL Apple 0.58 36489 442.65 434.23
ARUN Aruba Networks 0.58 654625 24.74 13.29
LL Lumber Liquidators Holdings 0.57 224225 70.22 89.91
ETFC E TRADE Financial Corporation 0.52 1334428 10.71 11.53
EPAY Bottomline Technologies 0.52 508995 28.51 27.79
MDSO Medidata Solutions 0.52 249275 57.98 71.98
CEVA CEVA 0.45 806871 15.60 15.99
TREX Trex Company 0.42 236850 49.18 56.99
NLS Nautilus 0.33 1252902 7.30 7.90
ULTI Ultimate Software 0.31 83625 104.16 115.79
CSGP CoStar 0.30 76475 109.46 115.57
IRBT iRobot Corporation 0.30 326850 25.66 34.27
AVNW Aviat Networks 0.29 2420522 3.37 2.66
PCTI PCTEL 0.28 1077132 7.10 6.71
DTSI DTS 0.22 358309 16.63 20.00
SRDX SurModics 0.22 222702 27.25 26.41
APKT Acme Packet 0.22 -31.00% 211100 29.24 0.00
SPNC Spectranetics Corporation 0.22 326036 18.53 20.72
ADVS Advent Software 0.21 210600 27.97 32.00
LF LeapFrog Enterprises 0.20 636950 8.56 9.15
SCOR COMSCORE 0.15 247800 16.78 20.25
VDSI VASCO Data Security International 0.14 448856 8.44 8.65
SMCI Super Micro Computer 0.13 308925 11.29 10.77
KTEC Key Technology 0.13 294852 12.64 14.26
CBEY Cbeyond 0.11 412950 7.43 8.98
CPLA Capella Education Company 0.11 101875 31.14 44.47
PMTI Palomar Medical Technologies 0.11 231600 13.49 13.56
ITG Investment Technology 0.09 225545 11.04 13.03
NTRI NutriSystem 0.09 286377 8.48 8.86
MRCY Mercury Computer Systems 0.08 285300 7.37 9.24
RST Rosetta Stone 0.08 145800 15.38 16.95
NUVA NuVasive 0.07 91700 21.31 23.26
INCY Incyte Corporation 0.04 43700 23.41 23.04
DNDN Dendreon Corporation 0.04 +2.00% 259744 4.74 4.01
TGT Target Corporation 0.03 12900 68.45 71.06
EMR Emerson Electric 0.02 10350 55.85 59.36
HPQ Hewlett-Packard Company 0.02 NEW 21800 23.85 21.27
TNDM Neutral Tandem 0.02 177000 3.27 0.00
XOM Exxon Mobil Corporation 0.01 2600 90.00 91.76
CVX Chevron Corporation 0.01 3250 118.77 123.42
VZ Verizon Communications 0.01 -4.00% 6000 49.17 53.35
SPG Simon Property 0.01 2000 158.50 179.85
Vanguard 500 Index - Adm 0.01 1755 144.67 0.00
Vanguard Mmk Prime 0.00 81221 1.00 0.00

Past 13F-HR SEC Filings for Disciplined Growth Investors

View All Filings for Disciplined Growth Investors