Disciplined Growth Investors as of June 30, 2012
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 91 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 5.3 | $122M | 2.8M | 42.93 | |
| Edwards Lifesciences (EW) | 5.2 | $119M | 1.2M | 103.30 | |
| Intuit (INTU) | 4.9 | $114M | 1.9M | 59.35 | |
| Trimble Navigation (TRMB) | 3.8 | $88M | 1.9M | 46.01 | |
| Plexus (PLXS) | 3.6 | $82M | 2.9M | 28.20 | |
| Open Text Corp (OTEX) | 3.5 | $82M | 1.6M | 49.90 | |
| Select Comfort | 3.4 | $78M | 3.7M | 20.92 | |
| Cabela's Incorporated | 3.2 | $73M | 1.9M | 37.81 | |
| tw tele | 2.9 | $67M | 2.6M | 25.66 | |
| Middleby Corporation (MIDD) | 2.8 | $65M | 647k | 99.61 | |
| Limited Brands | 2.8 | $63M | 1.5M | 42.53 | |
| Seagate Technology Com Stk | 2.6 | $60M | 2.4M | 24.73 | |
| Eaton Corporation | 2.6 | $60M | 1.5M | 39.63 | |
| Autodesk (ADSK) | 2.5 | $57M | 1.6M | 34.99 | |
| Plantronics | 2.3 | $54M | 1.6M | 33.40 | |
| FactSet Research Systems (FDS) | 2.2 | $52M | 555k | 92.94 | |
| ARM Holdings | 2.2 | $51M | 2.2M | 23.79 | |
| Ralph Lauren Corp (RL) | 2.2 | $51M | 362k | 140.06 | |
| Landstar System (LSTR) | 1.9 | $44M | 859k | 51.72 | |
| Akamai Technologies (AKAM) | 1.9 | $44M | 1.4M | 31.75 | |
| Intuitive Surgical (ISRG) | 1.8 | $43M | 77k | 553.79 | |
| Garmin (GRMN) | 1.8 | $43M | 1.1M | 38.29 | |
| Ethan Allen Interiors (ETD) | 1.8 | $41M | 2.1M | 19.93 | |
| Varian Medical Systems | 1.7 | $40M | 661k | 60.77 | |
| Yahoo! | 1.7 | $40M | 2.5M | 15.83 | |
| Noble Corporation Com Stk | 1.5 | $35M | 1.1M | 32.53 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $35M | 1.1M | 31.96 | |
| Apple (AAPL) | 1.4 | $33M | 57k | 583.99 | |
| Corporate Executive Board Company | 1.4 | $32M | 772k | 40.88 | |
| Royal Caribbean Cruises (RCL) | 1.3 | $30M | 1.1M | 26.03 | |
| Microchip Technology (MCHP) | 1.2 | $28M | 849k | 33.08 | |
| Dolby Laboratories (DLB) | 1.1 | $27M | 642k | 41.30 | |
| DreamWorks Animation SKG | 0.9 | $22M | 1.1M | 19.06 | |
| ViaSat (VSAT) | 0.9 | $21M | 547k | 37.77 | |
| Gentex Corporation (GNTX) | 0.9 | $20M | 980k | 20.87 | |
| ViroPharma Incorporated | 0.9 | $20M | 855k | 23.70 | |
| Stamps | 0.8 | $19M | 784k | 24.67 | |
| Janus Capital | 0.8 | $19M | 2.4M | 7.82 | |
| Paychex (PAYX) | 0.8 | $18M | 582k | 31.41 | |
| Advanced Micro Devices (AMD) | 0.7 | $17M | 3.0M | 5.73 | |
| Stratasys | 0.7 | $16M | 326k | 49.50 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $16M | 549k | 28.63 | |
| Brady Corporation (BRC) | 0.7 | $15M | 543k | 27.51 | |
| Ceva (CEVA) | 0.7 | $15M | 852k | 17.61 | |
| Amerigon Incorporated | 0.6 | $13M | 1.1M | 11.49 | |
| Ultimate Software | 0.6 | $13M | 146k | 88.93 | |
| Align Technology (ALGN) | 0.6 | $13M | 382k | 33.46 | |
| NutriSystem | 0.5 | $12M | 1.0M | 11.56 | |
| Aruba Networks | 0.5 | $11M | 700k | 15.05 | |
| E TRADE Financial Corporation | 0.5 | $10M | 1.3M | 8.04 | |
| DTS | 0.4 | $9.9M | 378k | 26.08 | |
| Bottomline Technologies | 0.4 | $9.7M | 540k | 18.05 | |
| JetBlue Airways Corporation (JBLU) | 0.4 | $9.0M | 1.7M | 5.30 | |
| Medidata Solutions | 0.4 | $8.8M | 269k | 32.67 | |
| Lumber Liquidators Holdings (LL) | 0.4 | $8.4M | 247k | 33.79 | |
| Trex Company (TREX) | 0.3 | $7.6M | 252k | 30.09 | |
| Pctel | 0.3 | $7.3M | 1.1M | 6.47 | |
| Ceradyne | 0.3 | $7.4M | 290k | 25.63 | |
| LeapFrog Enterprises | 0.3 | $6.8M | 665k | 10.26 | |
| Aviat Networks | 0.3 | $7.0M | 2.5M | 2.80 | |
| CoStar (CSGP) | 0.3 | $6.7M | 82k | 81.21 | |
| Advent Software | 0.3 | $6.1M | 225k | 27.11 | |
| IRIS International | 0.2 | $5.3M | 465k | 11.30 | |
| Super Micro Computer (SMCI) | 0.2 | $5.1M | 322k | 15.86 | |
| iRobot Corporation (IRBT) | 0.2 | $4.7M | 214k | 22.15 | |
| MIPS Technologies | 0.2 | $4.7M | 700k | 6.67 | |
| Comscore | 0.2 | $4.3M | 262k | 16.46 | |
| SurModics (SRDX) | 0.2 | $4.1M | 238k | 17.30 | |
| Mercury Computer Systems (MRCY) | 0.2 | $3.9M | 304k | 12.93 | |
| VASCO Data Security International | 0.2 | $3.9M | 481k | 8.18 | |
| Spectranetics Corporation | 0.2 | $4.0M | 350k | 11.42 | |
| Capella Education Company | 0.2 | $3.8M | 108k | 34.76 | |
| Cbeyond | 0.1 | $2.9M | 431k | 6.77 | |
| Nautilus (BFXXQ) | 0.1 | $3.1M | 937k | 3.31 | |
| Key Technology | 0.1 | $3.1M | 311k | 10.00 | |
| Neutral Tandem | 0.1 | $2.5M | 187k | 13.18 | |
| NuVasive | 0.1 | $2.5M | 99k | 25.36 | |
| Investment Technology | 0.1 | $2.3M | 246k | 9.20 | |
| Dendreon Corporation | 0.1 | $2.0M | 271k | 7.40 | |
| Palomar Medical Technologies | 0.1 | $2.2M | 254k | 8.50 | |
| Rosetta Stone | 0.1 | $2.1M | 154k | 13.84 | |
| Incyte Corporation (INCY) | 0.1 | $1.3M | 56k | 22.69 | |
| Target Corporation (TGT) | 0.1 | $1.1M | 19k | 58.18 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $444k | 5.2k | 85.66 | |
| Emerson Electric (EMR) | 0.0 | $520k | 11k | 46.55 | |
| Coca-Cola Company (KO) | 0.0 | $213k | 2.7k | 78.17 | |
| Chevron Corporation (CVX) | 0.0 | $343k | 3.3k | 105.54 | |
| Verizon Communications (VZ) | 0.0 | $324k | 7.3k | 44.38 | |
| Simon Property (SPG) | 0.0 | $311k | 2.0k | 155.50 | |
| Imation | 0.0 | $65k | 11k | 5.90 | |
| Vanguard Mmk Prime | 0.0 | $68k | 68k | 1.01 |
