Disciplined Growth Investors as of Dec. 31, 2011
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 101 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 4.6 | $102M | 1.9M | 52.59 | |
| TJX Companies (TJX) | 4.5 | $100M | 1.6M | 64.55 | |
| Trimble Navigation (TRMB) | 3.8 | $84M | 1.9M | 43.40 | |
| Open Text Corp (OTEX) | 3.8 | $84M | 1.6M | 51.14 | |
| Edwards Lifesciences (EW) | 3.7 | $83M | 1.2M | 70.70 | |
| Plexus (PLXS) | 3.6 | $80M | 2.9M | 27.38 | |
| ARM Holdings | 3.5 | $78M | 2.8M | 27.67 | |
| Select Comfort | 3.2 | $72M | 3.3M | 21.69 | |
| Eaton Corporation | 3.0 | $66M | 1.5M | 43.53 | |
| Middleby Corporation (MIDD) | 2.8 | $63M | 674k | 94.04 | |
| Limited Brands | 2.8 | $62M | 1.5M | 40.35 | |
| Plantronics | 2.6 | $57M | 1.6M | 35.64 | |
| Ethan Allen Interiors (ETD) | 2.3 | $52M | 2.2M | 23.71 | |
| tw tele | 2.3 | $51M | 2.6M | 19.38 | |
| Ralph Lauren Corp (RL) | 2.3 | $51M | 369k | 138.08 | |
| FactSet Research Systems (FDS) | 2.3 | $51M | 579k | 87.28 | |
| Autodesk (ADSK) | 2.2 | $50M | 1.7M | 30.33 | |
| Cabela's Incorporated | 2.2 | $49M | 1.9M | 25.42 | |
| Apple (AAPL) | 2.1 | $48M | 118k | 405.00 | |
| Akamai Technologies (AKAM) | 2.0 | $45M | 1.4M | 32.28 | |
| Garmin (GRMN) | 2.0 | $45M | 1.1M | 39.81 | |
| Landstar System (LSTR) | 1.9 | $42M | 871k | 47.92 | |
| Yahoo! | 1.8 | $41M | 2.5M | 16.13 | |
| Seagate Technology Com Stk | 1.8 | $41M | 2.5M | 16.40 | |
| Intuitive Surgical (ISRG) | 1.7 | $37M | 81k | 463.01 | |
| Varian Medical Systems | 1.5 | $34M | 502k | 67.13 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $33M | 1.1M | 29.35 | |
| Microchip Technology (MCHP) | 1.4 | $31M | 848k | 36.63 | |
| ViroPharma Incorporated | 1.4 | $31M | 1.1M | 27.39 | |
| Corporate Executive Board Company | 1.3 | $30M | 784k | 38.10 | |
| Gentex Corporation (GNTX) | 1.3 | $29M | 965k | 29.59 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $28M | 1.1M | 24.77 | |
| ViaSat (VSAT) | 1.2 | $26M | 565k | 46.12 | |
| Ceva (CEVA) | 1.2 | $26M | 859k | 30.26 | |
| Stamps | 0.9 | $21M | 794k | 26.13 | |
| Dolby Laboratories (DLB) | 0.9 | $20M | 652k | 30.51 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $19M | 665k | 28.27 | |
| DreamWorks Animation SKG | 0.8 | $18M | 1.1M | 16.59 | |
| Paychex (PAYX) | 0.8 | $18M | 587k | 30.11 | |
| Brady Corporation (BRC) | 0.8 | $17M | 529k | 31.57 | |
| Noble Corporation Com Stk | 0.8 | $17M | 556k | 30.22 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $17M | 551k | 30.15 | |
| Lincoln National Corporation (LNC) | 0.7 | $16M | 840k | 19.42 | |
| Advanced Micro Devices (AMD) | 0.7 | $16M | 3.0M | 5.40 | |
| Amerigon Incorporated | 0.7 | $16M | 1.1M | 14.26 | |
| Janus Capital | 0.7 | $15M | 2.4M | 6.31 | |
| NutriSystem | 0.7 | $14M | 1.1M | 12.93 | |
| Aruba Networks | 0.6 | $13M | 710k | 18.52 | |
| Bottomline Technologies | 0.6 | $13M | 544k | 23.17 | |
| Stratasys | 0.6 | $13M | 414k | 30.41 | |
| DTS | 0.5 | $10M | 383k | 27.24 | |
| E TRADE Financial Corporation | 0.5 | $10M | 1.3M | 7.96 | |
| Ultimate Software | 0.4 | $9.8M | 150k | 65.12 | |
| JetBlue Airways Corporation (JBLU) | 0.4 | $9.4M | 1.8M | 5.20 | |
| Align Technology (ALGN) | 0.4 | $9.3M | 391k | 23.73 | |
| Pctel | 0.3 | $7.8M | 1.1M | 6.84 | |
| Ceradyne | 0.3 | $7.8M | 291k | 26.78 | |
| Trex Company (TREX) | 0.3 | $5.8M | 255k | 22.91 | |
| Medidata Solutions | 0.3 | $5.9M | 272k | 21.75 | |
| Advent Software | 0.2 | $5.5M | 226k | 24.36 | |
| CoStar (CSGP) | 0.2 | $5.5M | 82k | 66.73 | |
| Comscore | 0.2 | $5.6M | 262k | 21.20 | |
| Aviat Networks | 0.2 | $4.8M | 2.6M | 1.83 | |
| Lumber Liquidators Holdings (LL) | 0.2 | $4.5M | 254k | 17.66 | |
| IRIS International | 0.2 | $4.3M | 462k | 9.35 | |
| Mercury Computer Systems (MRCY) | 0.2 | $4.1M | 307k | 13.29 | |
| Key Technology | 0.2 | $4.0M | 310k | 13.05 | |
| Capella Education Company | 0.2 | $3.8M | 105k | 36.05 | |
| LeapFrog Enterprises | 0.2 | $3.8M | 672k | 5.59 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.5M | 42k | 84.75 | |
| SurModics (SRDX) | 0.2 | $3.5M | 239k | 14.66 | |
| VASCO Data Security International | 0.1 | $3.4M | 514k | 6.52 | |
| MIPS Technologies | 0.1 | $3.1M | 691k | 4.46 | |
| Investment Technology | 0.1 | $2.7M | 247k | 10.81 | |
| Sigma Designs | 0.1 | $2.7M | 449k | 6.00 | |
| Palomar Medical Technologies | 0.1 | $2.4M | 255k | 9.30 | |
| Spectranetics Corporation | 0.1 | $2.5M | 351k | 7.22 | |
| Cbeyond | 0.1 | $2.0M | 256k | 8.01 | |
| Neutral Tandem | 0.1 | $2.0M | 189k | 10.69 | |
| Dendreon Corporation | 0.1 | $2.1M | 273k | 7.60 | |
| Incyte Corporation (INCY) | 0.1 | $1.8M | 122k | 15.01 | |
| Baker Hughes Incorporated | 0.1 | $1.5M | 31k | 48.65 | |
| Nautilus (BFXXQ) | 0.1 | $1.7M | 947k | 1.75 | |
| NuVasive | 0.1 | $1.3M | 100k | 12.59 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 37k | 29.11 | |
| Rosetta Stone | 0.1 | $1.2M | 155k | 7.63 | |
| Target Corporation (TGT) | 0.0 | $983k | 19k | 51.20 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $939k | 17k | 55.02 | |
| Chevron Corporation (CVX) | 0.0 | $690k | 6.5k | 106.45 | |
| Verizon Communications (VZ) | 0.0 | $590k | 15k | 40.14 | |
| Imperial Sugar Company | 0.0 | $707k | 198k | 3.57 | |
| Emerson Electric (EMR) | 0.0 | $529k | 11k | 46.61 | |
| Honeywell International (HON) | 0.0 | $504k | 9.3k | 54.30 | |
| Helix Energy Solutions (HLX) | 0.0 | $359k | 23k | 15.80 | |
| ValueVision Media | 0.0 | $376k | 200k | 1.88 | |
| Coca-Cola Company (KO) | 0.0 | $308k | 4.4k | 70.00 | |
| Presstek | 0.0 | $143k | 265k | 0.54 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $202k | 2.4k | 84.17 | |
| Simon Property (SPG) | 0.0 | $258k | 2.0k | 129.00 | |
| Sanofi Aventis Wi Conval Rt | 0.0 | $131k | 109k | 1.20 | |
| Imation | 0.0 | $80k | 14k | 5.76 |
