Disciplined Growth Investors

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

Portfolio Holdings for Disciplined Growth Investors Inc /mn

Companies in the Disciplined Growth Investors Inc /mn portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
TJX Companies (TJX) 4.97 4.55M 47.81
Stamps (STMP) 4.11 1.38M -7% 130.08
Ubiquiti Inc 3.81 1.18M -7% 141.58
Open Text Corp Com 3.81 4.77M -3% 34.92
Align Technology (ALGN) 3.73 938373 173.95
Intuit (INTU) 3.62 688528 -22% 230.00
Cabot Oil & Gas Corporation (COG) 3.58 9.12M 17.19
Intuitive Surgical (ISRG) 3.53 311962 -4% 495.21
Plexus (PLXS) 3.53 2.83M -2% 54.56
Akamai Technologies (AKAM) 3.35 1.60M 91.49
Autodesk (ADSK) 3.31 928058 156.10
Power Integrations (POWI) 3.27 1.62M -5% 88.33
Garmin Ltd. 2.71 1.58M 74.96
Gentex Corporation (GNTX) 2.69 5.32M +24% 22.16
RealPage (RP) 2.44 2.02M -2% 52.93
Super Micro Computer (SMCI) 2.42 4.99M -2% 21.28
Dolby Laboratories (DLB) 2.28 1.85M 54.21
JetBlue Airways Corporation (JBLU) 2.20 10.74M +66% 8.95
Cognex Corporation (CGNX) 2.01 2.09M +3% 42.22
Landstar System (LSTR) 1.99 908409 95.86
Middleby Corporation (MIDD) 1.96 1.51M -3% 56.88
FactSet Research Systems (FDS) 1.91 320860 -40% 260.68
Varian Medical Systems (VAR) 1.73 735784 102.66
Pure Storage Inc - Class A 1.61 5.72M +82% 12.30
Proto Labs 1.57 904128 76.13
Sleep Number Corp 1.51 3.45M -3% 19.16
Edwards Lifesciences (EW) 1.46 339284 -63% 188.62
Manhattan Associates (MANH) 1.44 1.27M +126% 49.82
Microchip Technology (MCHP) 1.42 919514 -2% 67.80
Gra (GGG) 1.36 1.22M -9% 48.73
Gentherm 1.26 1.76M -4% 31.40
ViaSat (VSAT) 1.25 1.53M +9% 35.92
Royal Caribbean Cruises Ltd. 1.14 1.55M +50% 32.17
Ihs Markit Ltd Shs stock 1.07 779547 -4% 60.00
Southwestern Energy Company (SWN) 1.02 26.52M +58% 1.69
Trex Company (TREX) 1.00 545791 -16% 80.14
Myriad Genetics (MYGN) 0.99 3.03M +5% 14.31
Under Armour (UA) 0.94 4.45M 9.21
IPG Photonics Corporation (IPGP) 0.91 362163 110.28
Deluxe Corporation (DLX) 0.86 1.45M +3% 25.93
Paychex (PAYX) 0.84 581882 62.92
Stitch Fix Inc 0.74 2.55M +672% 12.70
MSC Industrial Direct (MSM) 0.70 554849 54.97
Alarm Com Hldgs 0.69 770860 NEW 38.91
Nordstrom (JWN) 0.66 1.89M 15.34
Plantronics (PLT) 0.50 2.17M 10.06
Arista Networks 0.46 99346 NEW 202.55
Urban Outfitters (URBN) 0.43 1.33M +39% 14.24
Ralph Lauren Corp 0.42 276716 -29% 66.83
Strategic Education Inc 0.33 102573 -11% 139.76
Materalise Nv 0.31 733938 -12% 18.57
iRobot Corporation (IRBT) 0.31 330967 -10% 40.90
Mix Telematics Ltd - 0.31 1.56M +41% 8.65
CEVA (CEVA) 0.29 511009 -11% 24.93
SPS Commerce (SPSC) 0.27 250745 -10% 46.51
Tcf Financial Corp 0.26 511222 -43% 22.66
Kornit Digital Ltd shs 0.26 459880 +188% 24.89
Cara Therapeutics 0.23 756538 -9% 13.21
Tripadvisor 0.19 471099 17.39
Core Laboratories N.V. (CLB) 0.18 771086 +2% 10.34
Redhill Biopharma Ltd cmn 0.18 1.70M -7% 4.53
Bottomline Technologies (EPAY) 0.15 180763 -12% 36.65
CoStar (CSGP) 0.14 10648 -48% 587.25
* Acacia Communications Inc Com stock 0.14 90908 -14% 67.18
Onespan Inc 0.12 301150 -12% 18.15
Geospace Technologies 0.12 840517 -6% 6.40
PROS Holdings (PRO) 0.12 172195 -9% 31.03
SurModics (SRDX) 0.12 156480 -11% 33.32
Channeladvisor 0.11 658585 -6% 7.26
Zumiez (ZUMZ) 0.08 211111 -9% 17.32
Stoneridge (SRI) 0.07 178754 NEW 16.75
NuVasive (NUVA) 0.06 48785 -15% 50.65
iShares Russell Midcap Growth Idx. (IWP) 0.06 20308 +31% 121.58
Casa Systems Inc. 0.05 653964 +21% 3.50
Nautilus (NLS) 0.05 867722 -4% 2.61
Cheesecake Factory Incorporated (CAKE) 0.05 122906 -87% 17.08
Stratasys 0.05 124928 -11% 15.95
Duluth Holdings 0.03 371465 -2% 4.01
MiMedx (MDXG) 0.03 402612 -16% 3.49
Flotek Industries (FTK) 0.03 1.51M -7% 0.89
Ultra Petroleum 0.03 18.19M 0.07
Panhandle Oil and Gas (PHX) 0.03 313682 -12% 3.69
Lumber Liquidators Holdings (LL) 0.02 186335 -15% 4.69
Emerson Electric (EMR) 0.00 4500 47.56

Past Filings by Disciplined Growth Investors Inc /mn

View past SEC 13F filings by Disciplined Growth Investors Inc /mn

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