Disciplined Growth Investors

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

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Positions held by Disciplined Growth Investors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 65 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 18.5 $776M -4% 2.8M 274.22
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Pure Storage Inc Cl A CS (PSTG) 4.8 $204M 5.7M 35.62
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Plexus Corp CS (PLXS) 4.5 $190M 2.0M 92.98
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Southwestern Energy CS (SWN) 4.5 $190M 29M 6.45
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Power Integrations CS (POWI) 3.8 $158M 2.1M 76.31
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Akamai Technologies CS (AKAM) 3.5 $149M 1.4M 106.54
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Garmin CS (GRMN) 3.4 $143M 1.4M 105.20
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Align Technology CS (ALGN) 3.3 $137M 449k 305.32
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Microchip Technology CS (MCHP) 3.2 $136M 1.7M 78.05
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Gentex Corp CS (GNTX) 3.2 $135M 4.1M 32.54
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Intuit CS (INTU) 3.2 $134M 262k 510.94
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Coterra Energy CS (CTRA) 3.1 $132M 4.9M 27.05
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Arista Networks CS (ANET) 2.8 $118M -2% 643k 183.93
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Dolby Laboratories Inc Com Cl CS (DLB) 2.6 $110M -2% 1.4M 79.26
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Alarm Com Hldgs CS (ALRM) 2.5 $106M 1.7M 61.14
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Snap On CS (SNA) 2.2 $91M -2% 355k 255.06
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Cognex Corp CS (CGNX) 2.0 $83M -2% 1.9M 42.44
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Intuitive Surgical CS (ISRG) 1.9 $79M -2% 271k 292.29
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Autodesk CS (ADSK) 1.8 $77M 373k 206.91
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Royal Caribbean Group CS (RCL) 1.6 $66M -6% 715k 92.14
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Floor & Decor Hldgs Inc Cl A CS (FND) 1.5 $63M +32% 699k 90.50
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Gentherm CS (THRM) 1.4 $59M -2% 1.1M 54.26
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Landstar Sys CS (LSTR) 1.4 $59M -25% 332k 176.94
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Viasat CS (VSAT) 1.3 $56M +7% 3.1M 18.46
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Interdigital CS (IDCC) 1.3 $54M 677k 80.24
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Lgi Homes CS (LGIH) 1.2 $50M 507k 99.49
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Sleep Number Corporation CS (SNBR) 1.1 $47M 1.9M 24.59
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Proto Labs CS (PRLB) 1.1 $47M 1.8M 26.40
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Ipg Photonics Corp CS (IPGP) 1.0 $43M 424k 101.54
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Strategic Ed CS (STRA) 0.9 $36M 478k 75.25
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Under Armour Inc Cl A CS (UAA) 0.8 $35M 5.2M 6.85
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Generac Hldgs CS (GNRC) 0.8 $34M +102% 308k 108.96
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Sps Comm CS (SPSC) 0.8 $33M 191k 170.61
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Graco CS (GGG) 0.8 $32M -3% 438k 72.88
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Myriad Genetics CS (MYGN) 0.8 $32M 2.0M 16.04
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Trex CS (TREX) 0.6 $26M 426k 61.63
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Msc Indl Direct Inc Cl A CS (MSM) 0.6 $26M -3% 266k 98.15
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Stitch Fix Inc Com Cl A CS (SFIX) 0.5 $21M 6.2M 3.45
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Geospace Technologies Corp CS (GEOS) 0.5 $19M 1.5M 12.95
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Surmodics CS (SRDX) 0.5 $19M +46% 596k 32.09
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Paychex CS (PAYX) 0.4 $18M -4% 157k 115.33
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Pros Holdings CS (PRO) 0.4 $18M 514k 34.62
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Core Laboratories CS (CLB) 0.4 $18M -2% 738k 24.01
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Open Text Corp CS (OTEX) 0.4 $17M -6% 491k 35.10
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Take-two Interactive Software CS (TTWO) 0.4 $16M 112k 140.39
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Mix Telematics Ltd Sponsored A CS (MIXT) 0.3 $14M 2.5M 5.52
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Semtech Corp CS (SMTC) 0.3 $13M 513k 25.75
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Irobot Corp CS (IRBT) 0.3 $13M 338k 37.90
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Vizio Hldg Corp Cl A CS (VZIO) 0.3 $11M +2% 2.1M 5.41
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Ceva CS (CEVA) 0.2 $8.9M 459k 19.39
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Duluth Hldgs Inc Com Cl B CS (DLTH) 0.2 $8.9M +44% 1.5M 6.01
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Millerknoll CS (MLKN) 0.2 $7.6M 312k 24.45
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Egain Corp CS (EGAN) 0.2 $6.5M 1.1M 6.13
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Kornit Digital CS (KRNT) 0.1 $6.3M +7% 331k 18.91
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Stoneridge CS (SRI) 0.1 $4.4M 221k 20.07
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Coherus Biosciences CS (CHRS) 0.1 $4.4M 1.2M 3.74
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Zumiez CS (ZUMZ) 0.1 $3.2M 179k 17.80
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Cara Therapeutics CS (CARA) 0.1 $3.0M 1.8M 1.68
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Everbridge CS (EVBG) 0.1 $2.6M 118k 22.42
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Mimedx Group CS (MDXG) 0.1 $2.3M 320k 7.29
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Flotek Inds Inc Del CS (FTK) 0.0 $548k NEW 124k 4.43
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Apple CS (AAPL) 0.0 $361k 2.1k 171.21
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Microsoft Corp CS (MSFT) 0.0 $310k 982.00 315.75
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Chevron Corp CS (CVX) 0.0 $218k 1.3k 168.62
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Valero Energy Corp CS (VLO) 0.0 $213k NEW 1.5k 141.71
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Past Filings by Disciplined Growth Investors

SEC 13F filings are viewable for Disciplined Growth Investors going back to 2010

View all past filings