Disciplined Growth Investors
Latest statistics and disclosures from Disciplined Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Super Micro Computer Inc Com Usd0.001, PLXS, PSTG, GRMN, ANET, and represent 28.34% of Disciplined Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: Super Micro Computer Inc Com Usd0.001 (+$435M), CLB (+$22M), DV (+$20M), MLKN (+$13M), SFIX (+$13M), CGNX (+$12M), MYGN (+$12M), VSAT (+$12M), ALGN (+$12M), ALRM (+$9.0M).
- Started 6 new stock positions in AMZN, Super Micro Computer Inc Com Usd0.001, VRNT, FOXF, DV, SSTI.
- Reduced shares in these 10 stocks: , VZIO (-$21M), SRDX (-$12M), EVBG, CHRS, CARA, CVX, GEOS, CEVA, PRO.
- Sold out of its positions in CVX, EVBG, SMCI.
- Disciplined Growth Investors was a net seller of stock by $-145M.
- Disciplined Growth Investors has $5.3B in assets under management (AUM), dropping by -0.44%.
- Central Index Key (CIK): 0001050442
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Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 69 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Super Micro Computer Inc Com N CS | 8.2 | $435M | NEW | 1.0M | 416.40 |
|
| Plexus Corp CS (PLXS) | 5.6 | $297M | +2% | 2.2M | 136.71 |
|
| Pure Storage Inc Cl A CS (PSTG) | 5.4 | $286M | +3% | 5.7M | 50.24 |
|
| Garmin CS (GRMN) | 4.7 | $247M | +3% | 1.4M | 176.03 |
|
| Arista Networks CS (ANET) | 4.5 | $235M | 613k | 383.82 |
|
|
| Southwestern Energy CS | 4.2 | $225M | +2% | 32M | 7.11 |
|
| Align Technology CS (ALGN) | 3.6 | $192M | +6% | 753k | 254.32 |
|
| Interdigital CS (IDCC) | 3.0 | $160M | +3% | 1.1M | 141.63 |
|
| Alarm Com Hldgs CS (ALRM) | 3.0 | $157M | +6% | 2.9M | 54.67 |
|
| Cognex Corp CS (CGNX) | 2.9 | $152M | +8% | 3.8M | 40.50 |
|
| Akamai Technologies CS (AKAM) | 2.9 | $151M | +6% | 1.5M | 100.95 |
|
| Floor & Decor Hldgs Inc Cl A CS (FND) | 2.8 | $147M | +5% | 1.2M | 124.17 |
|
| Microchip Technology CS (MCHP) | 2.8 | $146M | +4% | 1.8M | 80.29 |
|
| Power Integrations CS (POWI) | 2.6 | $135M | +3% | 2.1M | 64.12 |
|
| Gentex Corp CS (GNTX) | 2.5 | $133M | +5% | 4.5M | 29.69 |
|
| Coterra Energy CS (CTRA) | 2.4 | $128M | +5% | 5.3M | 23.95 |
|
| Intuit CS (INTU) | 2.3 | $123M | 198k | 621.00 |
|
|
| Intuitive Surgical CS (ISRG) | 2.3 | $122M | 248k | 491.27 |
|
|
| Semtech Corp CS (SMTC) | 2.3 | $119M | +4% | 2.6M | 45.66 |
|
| Dolby Laboratories Inc Com Cl CS (DLB) | 2.1 | $112M | +4% | 1.5M | 76.53 |
|
| Lgi Homes CS (LGIH) | 2.1 | $111M | +3% | 940k | 118.52 |
|
| Snap On CS (SNA) | 2.1 | $110M | +4% | 381k | 289.71 |
|
| Royal Caribbean Group CS (RCL) | 2.0 | $105M | +2% | 592k | 177.36 |
|
| Core Laboratories CS (CLB) | 2.0 | $105M | +26% | 5.7M | 18.53 |
|
| Autodesk CS (ADSK) | 1.9 | $99M | +2% | 358k | 275.48 |
|
| Myriad Genetics CS (MYGN) | 1.3 | $69M | +21% | 2.5M | 27.39 |
|
| Landstar Sys CS (LSTR) | 1.2 | $62M | +2% | 327k | 188.87 |
|
| Generac Hldgs CS (GNRC) | 1.2 | $61M | +5% | 386k | 158.88 |
|
| Proto Labs CS (PRLB) | 1.1 | $60M | +5% | 2.1M | 29.37 |
|
| Msc Indl Direct Inc Cl A CS (MSM) | 1.0 | $55M | +5% | 642k | 86.06 |
|
| Kornit Digital CS (KRNT) | 1.0 | $55M | +2% | 2.1M | 25.84 |
|
| Gentherm CS (THRM) | 1.0 | $54M | +2% | 1.2M | 46.55 |
|
| Viasat CS (VSAT) | 1.0 | $53M | +28% | 4.4M | 11.94 |
|
| Under Armour Inc Cl A CS (UAA) | 1.0 | $51M | +6% | 5.7M | 8.91 |
|
| Take-two Interactive Software CS (TTWO) | 1.0 | $50M | +5% | 328k | 153.71 |
|
| Powerfleet CS (AIOT) | 0.8 | $45M | +5% | 8.9M | 5.00 |
|
| Strategic Ed CS (STRA) | 0.8 | $43M | +2% | 461k | 92.55 |
|
| Ipg Photonics Corp CS (IPGP) | 0.8 | $40M | +8% | 535k | 74.32 |
|
| Stitch Fix Inc Com Cl A CS (SFIX) | 0.7 | $39M | +48% | 14M | 2.82 |
|
| Graco CS (GGG) | 0.7 | $37M | +3% | 420k | 87.51 |
|
| Sps Comm CS (SPSC) | 0.6 | $33M | 169k | 194.17 |
|
|
| Trex CS (TREX) | 0.5 | $28M | 413k | 66.58 |
|
|
| Millerknoll CS (MLKN) | 0.4 | $21M | +157% | 853k | 24.76 |
|
| Paychex CS (PAYX) | 0.4 | $21M | +9% | 155k | 134.19 |
|
| Doubleverify Hldgs CS (DV) | 0.4 | $20M | NEW | 1.2M | 16.84 |
|
| Vizio Hldg Corp Cl A CS (VZIO) | 0.3 | $18M | -54% | 1.6M | 11.17 |
|
| Geospace Technologies Corp CS (GEOS) | 0.3 | $16M | 1.6M | 10.34 |
|
|
| Ziprecruiter Inc Cl A CS (ZIP) | 0.3 | $14M | +52% | 1.5M | 9.50 |
|
| Progyny CS (PGNY) | 0.3 | $14M | +56% | 827k | 16.76 |
|
| Inmode CS (INMD) | 0.3 | $14M | 808k | 16.95 |
|
|
| Cantaloupe CS (CTLP) | 0.2 | $12M | 1.6M | 7.40 |
|
|
| Ceva CS (CEVA) | 0.2 | $12M | 476k | 24.15 |
|
|
| Surmodics CS (SRDX) | 0.2 | $11M | -52% | 277k | 38.78 |
|
| Pros Holdings CS (PRO) | 0.2 | $9.6M | 519k | 18.52 |
|
|
| Materialise Nv CS (MTLS) | 0.2 | $8.8M | 1.6M | 5.48 |
|
|
| Fox Factory Hldg Corp CS (FOXF) | 0.1 | $5.7M | NEW | 138k | 41.50 |
|
| Egain Corp CS (EGAN) | 0.1 | $5.7M | 1.1M | 5.10 |
|
|
| Soundthinking CS (SSTI) | 0.1 | $5.4M | NEW | 462k | 11.59 |
|
| Verint Sys CS (VRNT) | 0.1 | $5.1M | NEW | 201k | 25.33 |
|
| Zumiez CS (ZUMZ) | 0.1 | $3.9M | 184k | 21.30 |
|
|
| Stoneridge CS (SRI) | 0.1 | $2.8M | +3% | 247k | 11.19 |
|
| Mimedx Group CS (MDXG) | 0.0 | $2.1M | 355k | 5.91 |
|
|
| Coherus Biosciences CS (CHRS) | 0.0 | $797k | -39% | 766k | 1.04 |
|
| Cara Therapeutics CS (CARA) | 0.0 | $343k | -42% | 1.1M | 0.31 |
|
| Apple CS (AAPL) | 0.0 | $341k | 1.5k | 233.00 |
|
|
| Broadcom CS (AVGO) | 0.0 | $331k | +1249% | 1.9k | 172.50 |
|
| Microsoft Corp CS (MSFT) | 0.0 | $292k | 679.00 | 430.30 |
|
|
| Amazon CS (AMZN) | 0.0 | $235k | NEW | 1.3k | 186.33 |
|
| Valero Energy Corp CS (VLO) | 0.0 | $203k | 1.5k | 135.03 |
|
Past Filings by Disciplined Growth Investors
SEC 13F filings are viewable for Disciplined Growth Investors going back to 2010
- Disciplined Growth Investors 2024 Q3 filed Nov. 15, 2024
- Disciplined Growth Investors 2024 Q2 filed Aug. 15, 2024
- Disciplined Growth Investors 2024 Q1 filed May 15, 2024
- Disciplined Growth Investors 2023 Q3 filed Nov. 15, 2023
- Disciplined Growth Investors 2023 Q2 filed Aug. 14, 2023
- Disciplined Growth Investors 2023 Q1 filed May 15, 2023
- Disciplined Growth Investors 2022 Q4 filed Feb. 14, 2023
- Disciplined Growth Investors 2022 Q3 filed Nov. 15, 2022
- Disciplined Growth Investors 2022 Q2 filed Aug. 15, 2022
- Disciplined Growth Investors 2022 Q1 filed May 16, 2022
- Disciplined Growth Investors 2021 Q4 filed Feb. 14, 2022
- Disciplined Growth Investors 2021 Q3 filed Nov. 15, 2021
- Disciplined Growth Investors 2021 Q2 filed Aug. 16, 2021
- Disciplined Growth Investors 2021 Q1 filed May 17, 2021
- Disciplined Growth Investors 2020 Q4 filed Feb. 16, 2021
- Disciplined Growth Investors 2020 Q3 filed Nov. 16, 2020