Disciplined Growth Investors

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

  • Top 5 stock holdings are EW, ALGN, INTU, TJX, MIDD, and represent 23.36% of Disciplined Growth Investors Inc /mn's stock portfolio.
  • Added to shares of these 10 stocks: STMP (+$25.42M), CLB (+$20.46M), SMCI (+$19.85M), CGNX (+$9.09M), SWN (+$5.02M), PLT, DEST, IWP, Ultra Petroleum, Mix Telematics Ltd -.
  • Started 1 new stock positions in IWP.
  • Reduced shares in these 10 stocks: MDSO (-$42.42M), INTU (-$23.44M), FDS (-$22.26M), EW (-$17.93M), TJX (-$14.50M), ALGN (-$12.89M), ULTI (-$11.97M), ISRG (-$11.91M), ADSK (-$11.56M), Seagate Technology Com Stk (-$11.25M).
  • Sold out of its positions in ULTI.
  • Disciplined Growth Investors Inc /mn was a net seller of stock by $257.27M.
  • Disciplined Growth Investors Inc /mn has $5.37B in assets under management (AUM), dropping by -5.77%.

Companies in the Disciplined Growth Investors Inc /mn portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Edwards Lifesciences (EW) 6.04 1.76M -5% 184.74
Align Technology (ALGN) 4.63 910084 -4% 273.70
Intuit (INTU) 4.49 923553 -8% 261.33
TJX Companies (TJX) 4.40 4.47M -5% 52.88
Middleby Corporation (MIDD) 3.79 1.50M -4% 135.70
Open Text Corp Com 3.70 4.83M -5% 41.20
Ubiquiti Networks 3.57 1.46M -5% 131.50
Intuitive Surgical (ISRG) 3.36 344230 -6% 524.55
Plexus (PLXS) 3.03 2.79M -4% 58.37
FactSet Research Systems (FDS) 2.80 524699 -12% 286.56
Autodesk (ADSK) 2.66 878378 -7% 162.90
Sleep Number Corp 2.60 3.46M -3% 40.39
Power Integrations (POWI) 2.50 1.68M -4% 80.18
Akamai Technologies (AKAM) 2.30 1.54M -5% 80.14
Royal Caribbean Cruises Ltd. 2.24 993630 -5% 121.21
Garmin Ltd. 2.24 1.51M -5% 79.80
RealPage (RP) 2.18 1.99M -4% 58.85
ViaSat (VSAT) 1.92 1.28M 80.82
Proto Labs 1.91 883671 -3% 116.02
Gentex Corporation (GNTX) 1.86 4.05M -4% 24.61
Varian Medical Systems (VAR) 1.80 711690 -4% 136.13
Super Micro Computer (SMCI) 1.78 4.93M +26% 19.35
Landstar System (LSTR) 1.77 881196 -4% 107.99
Dolby Laboratories (DLB) 1.67 1.39M -5% 64.60
JetBlue Airways Corporation (JBLU) 1.58 4.60M -4% 18.49
Microchip Technology (MCHP) 1.46 902450 -5% 86.70
Plantronics (PLT) 1.43 2.08M +4% 37.04
Myriad Genetics (MYGN) 1.40 2.71M -5% 27.78
Gentherm 1.39 1.79M -3% 41.83
Gra (GGG) 1.22 1.30M -4% 50.18
Manhattan Associates (MANH) 1.11 858541 -5% 69.33
Cognex Corporation (CGNX) 1.10 1.23M +18% 47.98
Medidata Solutions (MDSO) 1.09 649942 -41% 90.51
Stamps (STMP) 1.07 1.28M +78% 45.27
Under Armour (UA) 1.02 2.16M -4% 25.35
IPG Photonics Corporation (IPGP) 0.99 344959 -4% 154.25
Southwestern Energy Company (SWN) 0.97 16.46M +10% 3.16
Ihs Markit Ltd Shs stock 0.94 790021 -4% 63.72
L Brands 0.90 1.86M -4% 26.10
Trex Company (TREX) 0.89 665082 71.70
Paychex (PAYX) 0.87 566049 -4% 82.29
Ralph Lauren Corp 0.80 376626 -4% 113.59
Nordstrom (JWN) 0.79 1.34M -5% 31.86
Cheesecake Factory Incorporated (CAKE) 0.77 950428 -3% 43.72
MSC Industrial Direct (MSM) 0.73 528206 -3% 74.26
Core Laboratories N.V. (CLB) 0.71 729632 +115% 52.28
TCF Financial Corporation (TCB) 0.65 1.68M -5% 20.79
iRobot Corporation (IRBT) 0.63 368906 91.64
Tripadvisor 0.40 463987 -5% 46.29
Strategic Education Inc 0.39 116805 178.00
Urban Outfitters (URBN) 0.38 899162 -4% 22.75
Seagate Technology Com Stk 0.36 405820 -37% 47.12
Cara Therapeutics 0.34 838278 21.50
Mix Telematics Ltd - 0.31 1.10M 15.03
Materalise Nv 0.31 851055 19.52
SPS Commerce (SPSC) 0.27 140702 102.21
CEVA (CEVA) 0.26 575185 24.35
Geospace Technologies 0.25 902417 15.11
PROS Holdings (PRO) 0.24 201951 -32% 63.26
CoStar (CSGP) 0.21 20721 554.08
Attunity Ltd shs 0.21 470558 -18% 23.50
Stitch Fix Inc 0.20 329354 31.99
Bottomline Technologies (EPAY) 0.17 208044 44.24
Synaptics, Incorporated (SYNA) 0.16 288351 -3% 29.14
Amber Road 0.16 642711 -41% 13.06
SurModics (SRDX) 0.14 174891 43.17
Redhill Biopharma Ltd cmn 0.14 1.14M 6.50
* Acacia Communications Inc Com stock 0.13 147844 47.16
Zumiez (ZUMZ) 0.11 235150 26.10
Channeladvisor 0.11 701345 8.76
Duluth Holdings 0.11 427599 13.59
Flotek Industries (FTK) 0.10 1.57M 3.31
Panhandle Oil and Gas (PHX) 0.09 358285 13.04
Kornit Digital Ltd shs 0.09 160607 31.66
Onespan Inc 0.09 344424 14.17
Stratasys 0.08 146503 29.37
NuVasive (NUVA) 0.07 61708 58.53
Casa Systems Inc. 0.07 602645 6.43
Destination Maternity Corporation (DEST) 0.06 2.28M +14% 1.32
Altaba 0.06 49924 69.37
Ultra Petroleum 0.06 18.18M +9% 0.18
Lumber Liquidators Holdings (LL) 0.05 221073 11.55
Nautilus (NLS) 0.04 1.03M 2.21
MiMedx (MDXG) 0.04 486081 4.05
Emerson Electric (EMR) 0.01 4500 66.67
CARBO Ceramics (CRR) 0.01 238774 1.35
iShares Russell Midcap Growth Idx. (IWP) 0.01 2499 NEW 142.46
Chevron Corporation (CVX) 0.00 1950 124.62

Past 13F-HR SEC Filings by Disciplined Growth Investors Inc /mn

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