Disciplined Growth Investors as of March 31, 2012
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 103 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.6 | $116M | 2.9M | 39.71 | |
| Intuit (INTU) | 4.4 | $111M | 1.8M | 60.16 | |
| Trimble Navigation (TRMB) | 4.0 | $101M | 1.8M | 54.42 | |
| Select Comfort | 4.0 | $100M | 3.1M | 32.39 | |
| Open Text Corp (OTEX) | 3.9 | $99M | 1.6M | 61.16 | |
| Plexus (PLXS) | 3.9 | $98M | 2.8M | 34.99 | |
| Edwards Lifesciences (EW) | 3.4 | $85M | 1.2M | 72.73 | |
| Eaton Corporation | 2.9 | $74M | 1.5M | 49.83 | |
| Cabela's Incorporated | 2.8 | $71M | 1.9M | 38.15 | |
| Limited Brands | 2.8 | $69M | 1.4M | 48.00 | |
| Autodesk (ADSK) | 2.6 | $67M | 1.6M | 42.32 | |
| Middleby Corporation (MIDD) | 2.6 | $65M | 643k | 101.18 | |
| ARM Holdings | 2.6 | $65M | 2.3M | 28.29 | |
| Seagate Technology Com Stk | 2.5 | $64M | 2.4M | 26.96 | |
| Plantronics | 2.5 | $62M | 1.5M | 40.26 | |
| Ralph Lauren Corp (RL) | 2.4 | $61M | 348k | 174.33 | |
| tw tele | 2.3 | $57M | 2.6M | 22.16 | |
| FactSet Research Systems (FDS) | 2.2 | $55M | 559k | 99.04 | |
| Ethan Allen Interiors (ETD) | 2.1 | $53M | 2.1M | 25.32 | |
| Garmin (GRMN) | 2.0 | $50M | 1.1M | 46.98 | |
| Akamai Technologies (AKAM) | 1.9 | $49M | 1.3M | 36.70 | |
| Landstar System (LSTR) | 1.9 | $48M | 824k | 57.72 | |
| Intuitive Surgical (ISRG) | 1.6 | $41M | 77k | 541.75 | |
| Noble Corporation Com Stk | 1.6 | $40M | 1.1M | 37.47 | |
| Yahoo! | 1.5 | $38M | 2.5M | 15.22 | |
| Apple (AAPL) | 1.5 | $37M | 62k | 599.56 | |
| Varian Medical Systems | 1.4 | $34M | 497k | 68.96 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $33M | 1.1M | 29.43 | |
| ViroPharma Incorporated | 1.3 | $33M | 1.1M | 30.07 | |
| Cheesecake Factory Incorporated (CAKE) | 1.3 | $32M | 1.1M | 29.39 | |
| Corporate Executive Board Company | 1.3 | $32M | 750k | 43.01 | |
| Microchip Technology (MCHP) | 1.2 | $31M | 835k | 37.20 | |
| ViaSat (VSAT) | 1.1 | $27M | 549k | 48.21 | |
| Dolby Laboratories (DLB) | 1.0 | $24M | 639k | 38.06 | |
| Gentex Corporation (GNTX) | 0.9 | $24M | 961k | 24.50 | |
| Advanced Micro Devices (AMD) | 0.9 | $23M | 2.9M | 8.02 | |
| Stamps | 0.8 | $21M | 764k | 27.88 | |
| Janus Capital | 0.8 | $21M | 2.3M | 8.91 | |
| Lincoln National Corporation (LNC) | 0.8 | $20M | 774k | 26.36 | |
| DreamWorks Animation SKG | 0.8 | $20M | 1.1M | 18.45 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $20M | 534k | 36.51 | |
| Ceva (CEVA) | 0.8 | $19M | 833k | 22.71 | |
| Amerigon Incorporated | 0.7 | $18M | 1.1M | 16.18 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $18M | 512k | 34.31 | |
| Paychex (PAYX) | 0.7 | $17M | 562k | 30.99 | |
| Brady Corporation (BRC) | 0.7 | $17M | 520k | 32.35 | |
| Aruba Networks | 0.6 | $15M | 678k | 22.28 | |
| Bottomline Technologies | 0.6 | $15M | 523k | 27.94 | |
| Stratasys | 0.6 | $15M | 398k | 36.52 | |
| E TRADE Financial Corporation | 0.6 | $14M | 1.3M | 10.95 | |
| NutriSystem | 0.5 | $12M | 1.0M | 11.23 | |
| DTS | 0.4 | $11M | 368k | 30.22 | |
| Ultimate Software | 0.4 | $11M | 144k | 73.28 | |
| Align Technology (ALGN) | 0.4 | $10M | 375k | 27.55 | |
| Ceradyne | 0.4 | $9.2M | 283k | 32.56 | |
| JetBlue Airways Corporation (JBLU) | 0.3 | $8.3M | 1.7M | 4.89 | |
| Trex Company (TREX) | 0.3 | $7.9M | 246k | 32.08 | |
| Pctel | 0.3 | $7.5M | 1.1M | 6.65 | |
| Aviat Networks | 0.3 | $7.1M | 2.5M | 2.82 | |
| Medidata Solutions | 0.3 | $7.0M | 265k | 26.64 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $6.1M | 243k | 25.11 | |
| IRIS International | 0.2 | $6.1M | 449k | 13.51 | |
| iRobot Corporation (IRBT) | 0.2 | $5.7M | 210k | 27.26 | |
| Advent Software | 0.2 | $5.6M | 219k | 25.60 | |
| CoStar (CSGP) | 0.2 | $5.6M | 81k | 69.05 | |
| Super Micro Computer (SMCI) | 0.2 | $5.5M | 314k | 17.46 | |
| LeapFrog Enterprises | 0.2 | $5.5M | 653k | 8.36 | |
| Comscore | 0.2 | $5.4M | 254k | 21.39 | |
| VASCO Data Security International | 0.2 | $5.1M | 469k | 10.79 | |
| Mercury Computer Systems (MRCY) | 0.2 | $4.0M | 298k | 13.25 | |
| Key Technology | 0.2 | $4.1M | 304k | 13.50 | |
| Capella Education Company | 0.1 | $3.8M | 105k | 35.95 | |
| MIPS Technologies | 0.1 | $3.7M | 689k | 5.44 | |
| SurModics (SRDX) | 0.1 | $3.6M | 234k | 15.37 | |
| Spectranetics Corporation | 0.1 | $3.5M | 341k | 10.40 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $3.0M | 34k | 86.72 | |
| Investment Technology | 0.1 | $2.9M | 238k | 11.96 | |
| Dendreon Corporation | 0.1 | $2.8M | 265k | 10.66 | |
| Nautilus (BFXXQ) | 0.1 | $2.6M | 917k | 2.80 | |
| Neutral Tandem | 0.1 | $2.3M | 185k | 12.19 | |
| Palomar Medical Technologies | 0.1 | $2.3M | 246k | 9.34 | |
| Cbeyond | 0.1 | $1.8M | 219k | 8.00 | |
| NuVasive | 0.1 | $1.6M | 97k | 16.84 | |
| Rosetta Stone | 0.1 | $1.6M | 151k | 10.32 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | 36k | 33.60 | |
| Incyte Corporation (INCY) | 0.0 | $1.1M | 56k | 19.31 | |
| Baker Hughes Incorporated | 0.0 | $952k | 23k | 41.93 | |
| Target Corporation (TGT) | 0.0 | $1.1M | 19k | 58.27 | |
| Verizon Communications (VZ) | 0.0 | $549k | 14k | 38.23 | |
| Emerson Electric (EMR) | 0.0 | $583k | 11k | 52.19 | |
| Honeywell International (HON) | 0.0 | $568k | 9.3k | 61.01 | |
| Helix Energy Solutions (HLX) | 0.0 | $380k | 21k | 17.82 | |
| Coca-Cola Company (KO) | 0.0 | $222k | 3.0k | 74.00 | |
| Chevron Corporation (CVX) | 0.0 | $375k | 3.5k | 107.14 | |
| Imperial Sugar Company | 0.0 | $148k | 32k | 4.68 | |
| Sigma Designs | 0.0 | $345k | 67k | 5.18 | |
| ValueVision Media | 0.0 | $202k | 98k | 2.07 | |
| Simon Property (SPG) | 0.0 | $291k | 2.0k | 145.50 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $255k | 4.1k | 62.96 | |
| Sanofi Aventis Wi Conval Rt | 0.0 | $130k | 96k | 1.35 | |
| Imation | 0.0 | $63k | 10k | 6.16 | |
| Presstek | 0.0 | $13k | 22k | 0.60 | |
| Vanguard Mmk Prime | 0.0 | $67k | 67k | 1.00 |
