Disciplined Growth Investors as of March 31, 2017
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 90 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Middleby Corporation (MIDD) | 5.0 | $227M | 1.7M | 136.45 | |
| Edwards Lifesciences (EW) | 4.5 | $201M | 2.1M | 94.07 | |
| Open Text Corp (OTEX) | 4.5 | $200M | 5.9M | 34.01 | |
| TJX Companies (TJX) | 4.4 | $196M | 2.5M | 79.08 | |
| Plexus (PLXS) | 3.9 | $175M | 3.0M | 57.80 | |
| Intuit (INTU) | 3.6 | $160M | 1.4M | 115.99 | |
| Autodesk (ADSK) | 3.3 | $150M | 1.7M | 86.47 | |
| Align Technology (ALGN) | 2.9 | $128M | 1.1M | 114.71 | |
| Intuitive Surgical (ISRG) | 2.7 | $122M | 159k | 766.47 | |
| Seagate Technology Com Stk | 2.5 | $112M | 2.4M | 45.93 | |
| Yahoo! | 2.4 | $110M | 2.4M | 46.41 | |
| Royal Caribbean Cruises (RCL) | 2.4 | $106M | 1.1M | 98.11 | |
| Plantronics | 2.4 | $106M | 2.0M | 54.11 | |
| FactSet Research Systems (FDS) | 2.3 | $103M | 626k | 164.91 | |
| Akamai Technologies (AKAM) | 2.2 | $98M | 1.6M | 59.70 | |
| L Brands | 2.1 | $93M | 2.0M | 47.10 | |
| Ultra Petroleum | 2.1 | $93M | 14M | 6.68 | |
| Select Comfort | 2.1 | $92M | 3.7M | 24.79 | |
| Gentex Corporation (GNTX) | 2.0 | $92M | 4.3M | 21.33 | |
| Garmin (GRMN) | 1.9 | $83M | 1.6M | 51.11 | |
| JetBlue Airways Corporation (JBLU) | 1.8 | $82M | 4.0M | 20.61 | |
| Landstar System (LSTR) | 1.8 | $81M | 951k | 85.65 | |
| Power Integrations (POWI) | 1.8 | $81M | 1.2M | 65.75 | |
| Cognex Corporation (CGNX) | 1.7 | $75M | 891k | 83.95 | |
| Varian Medical Systems | 1.6 | $72M | 784k | 91.13 | |
| Microchip Technology (MCHP) | 1.6 | $70M | 949k | 73.78 | |
| Ethan Allen Interiors (ETD) | 1.5 | $69M | 2.3M | 30.65 | |
| RealPage | 1.5 | $66M | 1.9M | 34.90 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $64M | 1.0M | 63.36 | |
| Ubiquiti Networks | 1.3 | $60M | 1.2M | 50.26 | |
| Super Micro Computer (SMCI) | 1.3 | $60M | 2.4M | 25.35 | |
| Cabela's Incorporated | 1.3 | $57M | 1.1M | 53.11 | |
| Gentherm (THRM) | 1.2 | $53M | 1.4M | 39.25 | |
| Synaptics, Incorporated (SYNA) | 1.1 | $50M | 1.0M | 49.51 | |
| Proto Labs (PRLB) | 1.1 | $49M | 965k | 51.10 | |
| Stamps | 1.0 | $47M | 397k | 118.35 | |
| Gra (GGG) | 1.0 | $44M | 471k | 94.14 | |
| Medidata Solutions | 1.0 | $44M | 768k | 57.69 | |
| Core Laboratories | 0.9 | $40M | 342k | 115.52 | |
| Gigamon | 0.9 | $39M | 1.1M | 35.55 | |
| Dolby Laboratories (DLB) | 0.9 | $39M | 749k | 52.41 | |
| Paychex (PAYX) | 0.8 | $37M | 629k | 58.90 | |
| Ihs Markit | 0.8 | $36M | 854k | 41.95 | |
| Southwestern Energy Company (SWN) | 0.8 | $36M | 4.4M | 8.17 | |
| ViaSat (VSAT) | 0.8 | $35M | 549k | 63.82 | |
| Ralph Lauren Corp (RL) | 0.7 | $33M | 409k | 81.62 | |
| TCF Financial Corporation | 0.7 | $31M | 1.8M | 17.02 | |
| Trex Company (TREX) | 0.6 | $27M | 395k | 69.39 | |
| Myriad Genetics (MYGN) | 0.6 | $26M | 1.4M | 19.20 | |
| iRobot Corporation (IRBT) | 0.6 | $25M | 384k | 66.14 | |
| Urban Outfitters (URBN) | 0.5 | $22M | 925k | 23.76 | |
| Ceva (CEVA) | 0.5 | $22M | 617k | 35.50 | |
| Tripadvisor (TRIP) | 0.5 | $21M | 480k | 43.16 | |
| Ceb | 0.4 | $20M | 248k | 78.60 | |
| E TRADE Financial Corporation | 0.4 | $19M | 554k | 34.89 | |
| Nautilus (BFXXQ) | 0.4 | $19M | 1.0M | 18.25 | |
| Cara Therapeutics (CARA) | 0.4 | $16M | 877k | 18.39 | |
| Ultimate Software | 0.3 | $13M | 66k | 195.21 | |
| Capella Education Company | 0.3 | $13M | 147k | 85.02 | |
| Varex Imaging (VREX) | 0.2 | $11M | 320k | 33.60 | |
| CoStar (CSGP) | 0.2 | $8.7M | 42k | 207.21 | |
| Materalise Nv (MTLS) | 0.2 | $8.7M | 954k | 9.10 | |
| SPS Commerce (SPSC) | 0.2 | $8.7M | 148k | 58.49 | |
| Geospace Technologies (GEOS) | 0.2 | $8.2M | 503k | 16.23 | |
| PROS Holdings (PRO) | 0.2 | $7.9M | 325k | 24.19 | |
| Panhandle Oil and Gas | 0.2 | $7.0M | 365k | 19.20 | |
| Spectranetics Corporation | 0.2 | $6.9M | 238k | 29.12 | |
| MiMedx (MDXG) | 0.2 | $6.9M | 727k | 9.53 | |
| Nimble Storage | 0.1 | $6.5M | 523k | 12.50 | |
| Lumber Liquidators Holdings (LL) | 0.1 | $5.5M | 263k | 20.99 | |
| Bottomline Technologies | 0.1 | $5.5M | 231k | 23.65 | |
| VASCO Data Security International | 0.1 | $5.1M | 381k | 13.50 | |
| NuVasive | 0.1 | $5.1M | 68k | 74.67 | |
| Zumiez (ZUMZ) | 0.1 | $4.7M | 259k | 18.30 | |
| SurModics (SRDX) | 0.1 | $4.6M | 191k | 24.05 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $4.6M | 28k | 161.66 | |
| Comscore | 0.1 | $4.3M | 200k | 21.59 | |
| Trimble Navigation (TRMB) | 0.1 | $4.0M | 124k | 32.01 | |
| Kornit Digital (KRNT) | 0.1 | $3.8M | 200k | 19.10 | |
| Nordstrom (JWN) | 0.1 | $3.3M | 71k | 46.57 | |
| CARBO Ceramics | 0.1 | $3.3M | 254k | 13.04 | |
| Key Technology | 0.1 | $3.2M | 239k | 13.26 | |
| Stratasys (SSYS) | 0.1 | $3.2M | 154k | 20.49 | |
| Oncomed Pharmaceuticals | 0.1 | $3.0M | 324k | 9.21 | |
| Destination Maternity Corporation | 0.1 | $2.8M | 656k | 4.26 | |
| Channeladvisor | 0.1 | $2.3M | 203k | 11.15 | |
| Emerson Electric (EMR) | 0.0 | $269k | 4.5k | 59.78 | |
| Cynosure | 0.0 | $239k | 3.6k | 66.02 | |
| Chevron Corporation (CVX) | 0.0 | $209k | 2.0k | 107.18 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $207k | 2.7k | 76.67 |
