Disciplined Growth Investors as of Dec. 31, 2012
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 91 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.6 | $115M | 2.7M | 42.45 | |
| Trimble Navigation (TRMB) | 4.4 | $112M | 1.9M | 59.78 | |
| Intuit (INTU) | 4.4 | $111M | 1.9M | 59.48 | |
| Edwards Lifesciences (EW) | 4.1 | $104M | 1.1M | 90.17 | |
| Select Comfort | 3.8 | $96M | 3.7M | 26.17 | |
| Open Text Corp (OTEX) | 3.6 | $91M | 1.6M | 55.89 | |
| Eaton (ETN) | 3.2 | $80M | 1.5M | 54.18 | |
| Middleby Corporation (MIDD) | 3.1 | $79M | 617k | 128.21 | |
| Cabela's Incorporated | 3.0 | $77M | 1.8M | 41.75 | |
| Plexus (PLXS) | 3.0 | $76M | 3.0M | 25.80 | |
| ARM Holdings | 3.0 | $76M | 2.0M | 37.83 | |
| Seagate Technology Com Stk | 3.0 | $75M | 2.5M | 30.42 | |
| Limited Brands | 2.8 | $71M | 1.5M | 47.06 | |
| Autodesk (ADSK) | 2.4 | $60M | 1.7M | 35.35 | |
| Plantronics | 2.3 | $59M | 1.6M | 36.87 | |
| tw tele | 2.3 | $59M | 2.3M | 25.47 | |
| Akamai Technologies (AKAM) | 2.3 | $57M | 1.4M | 40.91 | |
| Ralph Lauren Corp (RL) | 2.2 | $56M | 371k | 149.92 | |
| Ethan Allen Interiors (ETD) | 2.2 | $55M | 2.1M | 25.71 | |
| FactSet Research Systems (FDS) | 2.0 | $52M | 585k | 88.06 | |
| Yahoo! | 2.0 | $50M | 2.5M | 19.90 | |
| Varian Medical Systems | 1.9 | $47M | 674k | 70.24 | |
| Landstar System (LSTR) | 1.8 | $46M | 881k | 52.46 | |
| Garmin (GRMN) | 1.8 | $46M | 1.1M | 40.75 | |
| Intuitive Surgical (ISRG) | 1.6 | $39M | 80k | 490.37 | |
| Royal Caribbean Cruises (RCL) | 1.5 | $39M | 1.1M | 34.00 | |
| Noble Corporation Com Stk | 1.5 | $39M | 1.1M | 34.82 | |
| Corporate Executive Board Company | 1.4 | $37M | 775k | 47.46 | |
| Gentex Corporation (GNTX) | 1.4 | $36M | 1.9M | 18.85 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $35M | 1.1M | 32.71 | |
| Align Technology (ALGN) | 1.2 | $31M | 1.1M | 27.75 | |
| Microchip Technology (MCHP) | 1.1 | $28M | 861k | 32.59 | |
| Gra (GGG) | 0.9 | $22M | 423k | 51.49 | |
| JetBlue Airways Corporation (JBLU) | 0.8 | $21M | 3.7M | 5.72 | |
| Janus Capital | 0.8 | $21M | 2.5M | 8.52 | |
| ViaSat (VSAT) | 0.8 | $21M | 529k | 38.90 | |
| TCF Financial Corporation | 0.8 | $20M | 1.6M | 12.15 | |
| Apple (AAPL) | 0.8 | $20M | 37k | 532.17 | |
| Dolby Laboratories (DLB) | 0.8 | $19M | 656k | 29.33 | |
| DreamWorks Animation SKG | 0.8 | $19M | 1.1M | 16.57 | |
| Stratasys (SSYS) | 0.7 | $19M | 233k | 80.15 | |
| Paychex (PAYX) | 0.7 | $18M | 591k | 31.10 | |
| Brady Corporation (BRC) | 0.7 | $18M | 543k | 33.40 | |
| Stamps | 0.7 | $18M | 726k | 25.20 | |
| Ultra Petroleum | 0.7 | $18M | 986k | 18.13 | |
| ViroPharma Incorporated | 0.6 | $16M | 710k | 22.76 | |
| Synaptics, Incorporated (SYNA) | 0.6 | $16M | 520k | 29.97 | |
| Gentherm (THRM) | 0.6 | $14M | 1.1M | 13.30 | |
| Aruba Networks | 0.5 | $14M | 657k | 20.74 | |
| Bottomline Technologies | 0.5 | $14M | 511k | 26.39 | |
| Ceva (CEVA) | 0.5 | $13M | 800k | 15.75 | |
| E TRADE Financial Corporation | 0.5 | $12M | 1.3M | 8.95 | |
| Lumber Liquidators Holdings (LL) | 0.5 | $12M | 225k | 52.83 | |
| Medidata Solutions | 0.4 | $9.8M | 250k | 39.18 | |
| Trex Company (TREX) | 0.3 | $8.8M | 238k | 37.23 | |
| Pctel | 0.3 | $7.7M | 1.1M | 7.20 | |
| Ultimate Software | 0.3 | $7.9M | 84k | 94.41 | |
| Aviat Networks | 0.3 | $7.9M | 2.4M | 3.29 | |
| CoStar (CSGP) | 0.3 | $6.9M | 77k | 89.37 | |
| Acme Packet | 0.3 | $6.8M | 308k | 22.12 | |
| DTS | 0.2 | $6.0M | 358k | 16.70 | |
| iRobot Corporation (IRBT) | 0.2 | $6.1M | 326k | 18.74 | |
| LeapFrog Enterprises | 0.2 | $5.4M | 628k | 8.63 | |
| SurModics (SRDX) | 0.2 | $5.0M | 223k | 22.36 | |
| MIPS Technologies | 0.2 | $4.9M | 624k | 7.80 | |
| Spectranetics Corporation | 0.2 | $4.8M | 327k | 14.77 | |
| Advent Software | 0.2 | $4.5M | 211k | 21.38 | |
| Nautilus (BFXXQ) | 0.2 | $4.5M | 1.3M | 3.51 | |
| Cbeyond | 0.1 | $3.7M | 411k | 9.04 | |
| VASCO Data Security International | 0.1 | $3.7M | 451k | 8.16 | |
| Comscore | 0.1 | $3.4M | 248k | 13.78 | |
| Super Micro Computer (SMCI) | 0.1 | $3.1M | 306k | 10.20 | |
| Key Technology | 0.1 | $3.1M | 295k | 10.45 | |
| Capella Education Company | 0.1 | $2.8M | 101k | 28.23 | |
| Mercury Computer Systems (MRCY) | 0.1 | $2.6M | 285k | 9.20 | |
| NutriSystem | 0.1 | $2.4M | 289k | 8.17 | |
| Palomar Medical Technologies | 0.1 | $2.2M | 234k | 9.21 | |
| Investment Technology | 0.1 | $2.0M | 227k | 9.00 | |
| Rosetta Stone | 0.1 | $1.8M | 146k | 12.34 | |
| NuVasive | 0.1 | $1.4M | 92k | 15.46 | |
| Dendreon Corporation | 0.1 | $1.3M | 255k | 5.29 | |
| Incyte Corporation (INCY) | 0.0 | $726k | 44k | 16.61 | |
| Target Corporation (TGT) | 0.0 | $763k | 13k | 59.15 | |
| Emerson Electric (EMR) | 0.0 | $548k | 10k | 52.95 | |
| Neutral Tandem | 0.0 | $454k | 177k | 2.57 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $225k | 2.6k | 86.54 | |
| Chevron Corporation (CVX) | 0.0 | $351k | 3.3k | 108.00 | |
| Verizon Communications (VZ) | 0.0 | $273k | 6.3k | 43.33 | |
| Simon Property (SPG) | 0.0 | $316k | 2.0k | 158.00 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.0 | $227k | 1.7k | 131.13 | |
| Vanguard Mmk Prime | 0.0 | $80k | 80k | 1.00 |
