Disciplined Growth Investors
Latest statistics and disclosures from Disciplined Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLXS, VSAT, P, GRMN, ANET, and represent 31.22% of Disciplined Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: DVN (+$174M), SPSC (+$75M), GTLB (+$73M), DV (+$63M), MNDY (+$62M), SN (+$44M), VEEV (+$25M), PGNY (+$18M), ALRM (+$15M), ZETA (+$12M).
- Started 3 new stock positions in DVN, VEEV, CCC.
- Reduced shares in these 10 stocks: CTRA (-$225M), SMTC (-$203M), VSAT (-$83M), MCHP (-$70M), SMCI (-$68M), CLB (-$22M), PLXS (-$16M), , IDCC (-$13M), CGNX (-$13M).
- Sold out of its positions in CTRA, EGAN, GEOS, MLKN, SSTI, SRI.
- Disciplined Growth Investors was a net seller of stock by $-183M.
- Disciplined Growth Investors has $5.9B in assets under management (AUM), dropping by 20.87%.
- Central Index Key (CIK): 0001050442
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Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Plexus Corp CS (PLXS) | 7.3 | $433M | -3% | 1.4M | 300.67 |
|
| Viasat CS (VSAT) | 7.2 | $426M | -16% | 4.7M | 89.81 |
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| Everpure Inc Cl A CS (P) | 6.2 | $366M | 4.6M | 78.79 |
|
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| Garmin CS (GRMN) | 5.3 | $315M | 1.3M | 237.54 |
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| Arista Networks CS (ANET) | 5.1 | $304M | 1.8M | 169.88 |
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| Cognex Corp CS (CGNX) | 5.1 | $300M | -4% | 4.1M | 72.42 |
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| Expand Energy Corporation CS (EXE) | 3.6 | $214M | 2.3M | 91.19 |
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| Proto Labs CS (PRLB) | 3.3 | $194M | -4% | 2.4M | 81.51 |
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| Akamai Technologies CS (AKAM) | 3.3 | $193M | 1.6M | 118.21 |
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| Devon Energy Corp CS (DVN) | 3.0 | $174M | NEW | 4.2M | 41.32 |
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| Alarm Com Hldgs CS (ALRM) | 2.8 | $168M | +9% | 3.6M | 46.72 |
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| Generac Hldgs CS (GNRC) | 2.8 | $164M | -3% | 559k | 292.81 |
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| Power Integrations CS (POWI) | 2.7 | $159M | -3% | 1.9M | 83.76 |
|
| Semtech Corp CS (SMTC) | 2.6 | $155M | -56% | 955k | 161.85 |
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| Interdigital CS (IDCC) | 2.4 | $144M | -8% | 510k | 283.13 |
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| Zeta Global Holdings Corp Cl A CS (ZETA) | 2.3 | $133M | +9% | 6.8M | 19.68 |
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| Align Technology CS (ALGN) | 2.2 | $132M | 783k | 168.66 |
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| Snap On CS (SNA) | 2.1 | $123M | 305k | 402.40 |
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| Sps Comm CS (SPSC) | 2.1 | $121M | +161% | 2.1M | 57.17 |
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| Gentex Corp CS (GNTX) | 2.0 | $115M | 4.6M | 25.27 |
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| Sharkninja CS (SN) | 1.8 | $109M | +67% | 716k | 152.27 |
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| Doubleverify Hldgs CS (DV) | 1.8 | $105M | +147% | 9.7M | 10.84 |
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| Gitlab CS (GTLB) | 1.7 | $101M | +263% | 3.3M | 30.53 |
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| Monday.com CS (MNDY) | 1.5 | $92M | +212% | 1.3M | 72.39 |
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| Super Micro Computer Inc Com N CS (SMCI) | 1.3 | $78M | -46% | 2.7M | 29.33 |
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| Stitch Fix Inc Com Cl A CS (SFIX) | 1.3 | $78M | 19M | 4.11 |
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| Take-two Interactive Software CS (TTWO) | 1.2 | $73M | 292k | 249.98 |
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| Dolby Laboratories Inc Com Cl CS (DLB) | 1.1 | $66M | 1.2M | 52.58 |
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| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.1 | $66M | 1.1M | 59.36 |
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| Ipg Photonics Corp CS (IPGP) | 1.1 | $62M | 531k | 117.32 |
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| Autodesk CS (ADSK) | 1.0 | $60M | +2% | 309k | 194.42 |
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| Lgi Homes CS (LGIH) | 0.9 | $52M | +12% | 815k | 63.68 |
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| Simpson Mfg CS (SSD) | 0.9 | $50M | 241k | 209.35 |
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| Kornit Digital CS (KRNT) | 0.8 | $49M | 3.0M | 16.25 |
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| Gartner CS (IT) | 0.8 | $45M | 345k | 129.62 |
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| Microchip Technology CS (MCHP) | 0.7 | $44M | -61% | 479k | 91.20 |
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| Celsius Hldgs CS (CELH) | 0.7 | $43M | +2% | 1.5M | 29.28 |
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| Intuitive Surgical CS (ISRG) | 0.7 | $42M | 106k | 397.68 |
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| Dynatrace CS (DT) | 0.7 | $40M | +37% | 909k | 43.91 |
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| Core Laboratories CS (CLB) | 0.6 | $35M | -38% | 3.0M | 11.65 |
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| Progyny CS (PGNY) | 0.6 | $34M | +105% | 1.2M | 28.83 |
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| Ceva CS (CEVA) | 0.5 | $31M | +47% | 663k | 47.16 |
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| Trex CS (TREX) | 0.5 | $30M | -12% | 592k | 50.04 |
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| Veeva Sys Inc Cl A CS (VEEV) | 0.4 | $25M | NEW | 141k | 177.47 |
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| Graco CS (GGG) | 0.4 | $24M | 322k | 75.61 |
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| Powerfleet CS (AIOT) | 0.4 | $24M | -14% | 6.3M | 3.83 |
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| Intuit CS (INTU) | 0.4 | $23M | 86k | 261.00 |
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| Weave Communications CS (WEAV) | 0.3 | $18M | +31% | 3.0M | 5.99 |
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| Ziprecruiter Inc Cl A CS (ZIP) | 0.3 | $15M | -2% | 4.1M | 3.75 |
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| Paychex CS (PAYX) | 0.3 | $15M | +6% | 152k | 98.33 |
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| Materialise Nv CS (MTLS) | 0.3 | $15M | +75% | 2.0M | 7.43 |
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| Yeti Hldgs CS (YETI) | 0.2 | $15M | 295k | 49.56 |
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| Axogen CS (AXGN) | 0.1 | $5.9M | -34% | 128k | 46.19 |
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| Inmode CS (INMD) | 0.1 | $4.7M | +19% | 319k | 14.62 |
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| Globant Sa CS (GLOB) | 0.0 | $2.9M | +22% | 100k | 28.94 |
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| Mimedx Group CS (MDXG) | 0.0 | $2.3M | -8% | 588k | 3.85 |
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| Apple CS (AAPL) | 0.0 | $287k | 992.00 | 289.36 |
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| Ccc Intelligent Solutions Hold CS (CCC) | 0.0 | $180k | NEW | 35k | 5.16 |
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Past Filings by Disciplined Growth Investors
SEC 13F filings are viewable for Disciplined Growth Investors going back to 2010
- Disciplined Growth Investors 2026 Q2 filed Aug. 14, 2026
- Disciplined Growth Investors 2026 Q1 filed May 15, 2026
- Disciplined Growth Investors 2025 Q4 filed Feb. 17, 2026
- Disciplined Growth Investors 2025 Q3 filed Nov. 14, 2025
- Disciplined Growth Investors 2025 Q2 filed Aug. 14, 2025
- Disciplined Growth Investors 2025 Q1 filed May 15, 2025
- Disciplined Growth Investors 2024 Q4 filed Feb. 14, 2025
- 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