Disciplined Growth Investors as of Sept. 30, 2011
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 100 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 4.9 | $89M | 1.9M | 47.44 | |
| TJX Companies (TJX) | 4.5 | $83M | 1.5M | 55.47 | |
| Open Text Corp (OTEX) | 4.5 | $82M | 1.6M | 52.12 | |
| Edwards Lifesciences (EW) | 4.4 | $80M | 1.1M | 71.28 | |
| ARM Holdings | 3.9 | $71M | 2.8M | 25.50 | |
| Plexus (PLXS) | 3.5 | $64M | 2.8M | 22.62 | |
| Trimble Navigation (TRMB) | 3.5 | $63M | 1.9M | 33.55 | |
| Limited Brands | 3.1 | $56M | 1.5M | 38.51 | |
| Eaton Corporation | 2.8 | $51M | 1.4M | 35.50 | |
| FactSet Research Systems (FDS) | 2.7 | $49M | 549k | 88.97 | |
| Select Comfort | 2.5 | $46M | 3.3M | 13.97 | |
| Middleby Corporation (MIDD) | 2.5 | $46M | 649k | 70.46 | |
| Ralph Lauren Corp (RL) | 2.5 | $46M | 352k | 129.70 | |
| Plantronics | 2.4 | $44M | 1.5M | 28.45 | |
| Apple (AAPL) | 2.4 | $44M | 114k | 381.32 | |
| Autodesk (ADSK) | 2.4 | $43M | 1.6M | 27.79 | |
| tw tele | 2.3 | $42M | 2.6M | 16.52 | |
| Cabela's Incorporated | 2.1 | $38M | 1.9M | 20.49 | |
| Garmin (GRMN) | 1.9 | $34M | 1.1M | 31.77 | |
| Landstar System (LSTR) | 1.8 | $33M | 827k | 39.56 | |
| Yahoo! | 1.8 | $32M | 2.4M | 13.17 | |
| Ethan Allen Interiors (ETD) | 1.6 | $29M | 2.1M | 13.61 | |
| Intuitive Surgical (ISRG) | 1.5 | $28M | 77k | 364.28 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $27M | 1.1M | 24.65 | |
| Akamai Technologies (AKAM) | 1.4 | $26M | 1.3M | 19.88 | |
| Microchip Technology (MCHP) | 1.4 | $25M | 795k | 31.11 | |
| Varian Medical Systems | 1.4 | $25M | 473k | 52.16 | |
| Seagate Technology Com Stk | 1.3 | $24M | 2.4M | 10.27 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $24M | 1.1M | 21.64 | |
| Corporate Executive Board Company | 1.2 | $22M | 747k | 29.80 | |
| Gentex Corporation (GNTX) | 1.2 | $22M | 910k | 24.05 | |
| Ceva (CEVA) | 1.1 | $21M | 865k | 24.31 | |
| ViroPharma Incorporated | 1.1 | $21M | 1.2M | 18.07 | |
| DreamWorks Animation SKG | 1.0 | $19M | 1.0M | 18.18 | |
| ViaSat (VSAT) | 1.0 | $19M | 560k | 33.31 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $17M | 714k | 24.17 | |
| Dolby Laboratories (DLB) | 0.9 | $17M | 613k | 27.44 | |
| Stamps | 0.9 | $16M | 799k | 20.44 | |
| Noble Corporation Com Stk | 0.8 | $15M | 522k | 29.35 | |
| Aruba Networks | 0.8 | $15M | 714k | 20.91 | |
| Paychex (PAYX) | 0.8 | $15M | 551k | 26.37 | |
| Janus Capital | 0.8 | $15M | 2.4M | 6.00 | |
| Advanced Micro Devices (AMD) | 0.8 | $15M | 2.9M | 5.08 | |
| Amerigon Incorporated | 0.8 | $15M | 1.1M | 12.73 | |
| NutriSystem | 0.7 | $14M | 1.1M | 12.11 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $13M | 554k | 23.90 | |
| Brady Corporation (BRC) | 0.7 | $13M | 498k | 26.43 | |
| Lincoln National Corporation (LNC) | 0.7 | $12M | 760k | 15.63 | |
| E TRADE Financial Corporation | 0.6 | $11M | 1.2M | 9.11 | |
| Bottomline Technologies | 0.6 | $11M | 546k | 20.14 | |
| DTS | 0.5 | $9.5M | 384k | 24.83 | |
| Ceradyne | 0.4 | $7.8M | 290k | 26.89 | |
| Stratasys | 0.4 | $7.7M | 415k | 18.54 | |
| Ultimate Software | 0.4 | $7.0M | 151k | 46.72 | |
| JetBlue Airways Corporation (JBLU) | 0.4 | $7.0M | 1.7M | 4.09 | |
| Pctel | 0.4 | $7.0M | 1.1M | 6.15 | |
| Align Technology (ALGN) | 0.3 | $6.0M | 393k | 15.17 | |
| Aviat Networks | 0.3 | $6.0M | 2.6M | 2.35 | |
| Advent Software | 0.3 | $4.7M | 226k | 20.85 | |
| Medidata Solutions | 0.2 | $4.5M | 272k | 16.44 | |
| CoStar (CSGP) | 0.2 | $4.3M | 83k | 51.97 | |
| Comscore | 0.2 | $4.4M | 264k | 16.87 | |
| Trex Company (TREX) | 0.2 | $4.1M | 256k | 16.03 | |
| IRIS International | 0.2 | $4.2M | 466k | 8.97 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $3.9M | 255k | 15.10 | |
| Mercury Computer Systems (MRCY) | 0.2 | $3.5M | 307k | 11.50 | |
| Sigma Designs | 0.2 | $3.5M | 449k | 7.84 | |
| MIPS Technologies | 0.2 | $3.4M | 711k | 4.84 | |
| Key Technology | 0.2 | $3.5M | 310k | 11.30 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.3M | 46k | 72.63 | |
| Capella Education Company | 0.2 | $3.1M | 108k | 28.38 | |
| VASCO Data Security International | 0.1 | $2.6M | 517k | 5.11 | |
| Spectranetics Corporation | 0.1 | $2.5M | 353k | 7.14 | |
| Investment Technology | 0.1 | $2.4M | 246k | 9.79 | |
| Dendreon Corporation | 0.1 | $2.5M | 273k | 9.00 | |
| NuVasive | 0.1 | $2.2M | 127k | 17.06 | |
| LeapFrog Enterprises | 0.1 | $2.3M | 676k | 3.37 | |
| SurModics (SRDX) | 0.1 | $2.2M | 241k | 9.10 | |
| Palomar Medical Technologies | 0.1 | $2.0M | 256k | 7.88 | |
| Cbeyond | 0.1 | $1.8M | 258k | 7.06 | |
| Neutral Tandem | 0.1 | $1.8M | 189k | 9.68 | |
| Incyte Corporation (INCY) | 0.1 | $1.7M | 123k | 13.97 | |
| Baker Hughes Incorporated | 0.1 | $1.5M | 33k | 46.14 | |
| Nautilus (BFXXQ) | 0.1 | $1.5M | 988k | 1.50 | |
| Rosetta Stone | 0.1 | $1.4M | 155k | 9.15 | |
| Imperial Sugar Company | 0.1 | $1.3M | 200k | 6.44 | |
| Target Corporation (TGT) | 0.1 | $942k | 19k | 49.06 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $997k | 37k | 26.64 | |
| Verizon Communications (VZ) | 0.0 | $810k | 22k | 36.82 | |
| Chevron Corporation (CVX) | 0.0 | $600k | 6.5k | 92.56 | |
| Emerson Electric (EMR) | 0.0 | $469k | 11k | 41.32 | |
| ValueVision Media | 0.0 | $487k | 206k | 2.36 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $608k | 12k | 49.67 | |
| Coca-Cola Company (KO) | 0.0 | $297k | 4.4k | 67.50 | |
| Honeywell International (HON) | 0.0 | $408k | 9.3k | 43.96 | |
| Helix Energy Solutions (HLX) | 0.0 | $344k | 26k | 13.12 | |
| Imation | 0.0 | $109k | 15k | 7.28 | |
| Presstek | 0.0 | $251k | 375k | 0.67 | |
| Simon Property (SPG) | 0.0 | $220k | 2.0k | 110.00 | |
| Sanofi Aventis Wi Conval Rt | 0.0 | $117k | 110k | 1.06 |
