Disciplined Growth Investors

Disciplined Growth Investors as of Sept. 30, 2020

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 78 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stamps CS 5.6 $240M 994k 240.95
Align Technology CS (ALGN) 5.2 $222M 678k 327.36
Tjx Cos CS (TJX) 4.0 $170M 3.1M 55.65
Intuit CS (INTU) 3.8 $164M 502k 326.21
Intuitive Surgical CS (ISRG) 3.5 $148M 208k 709.54
Open Text Corp CS (OTEX) 3.4 $146M 3.5M 42.24
Plexus Corp CS (PLXS) 3.4 $143M 2.0M 70.63
Autodesk CS (ADSK) 3.3 $143M 619k 231.01
Power Integrations CS (POWI) 3.1 $130M 2.4M 55.40
Sleep Number Corporation CS (SNBR) 3.0 $127M 2.6M 48.91
Akamai Technologies CS (AKAM) 2.8 $119M 1.1M 110.54
Gentex Corp CS (GNTX) 2.7 $114M 4.4M 25.75
Cabot Oil & Gas Corp CS (CTRA) 2.6 $110M 6.3M 17.36
Garmin CS (GRMN) 2.5 $105M 1.1M 94.86
Super Micro Computer CS (SMCI) 2.3 $99M 3.7M 26.40
Middleby Corp CS (MIDD) 2.3 $97M 1.1M 89.71
Cognex Corp CS (CGNX) 2.1 $91M 1.4M 65.10
Pure Storage Inc Cl A CS (PSTG) 2.1 $88M 5.7M 15.39
Jetblue Awys Corp CS (JBLU) 2.0 $87M 7.7M 11.33
Proto Labs CS (PRLB) 2.0 $84M 646k 129.50
Realpage CS 1.9 $83M 1.4M 57.64
Dolby Laboratories Inc Com Cl CS (DLB) 1.9 $83M 1.2M 66.28
Manhattan Assocs CS (MANH) 1.9 $82M 854k 95.49
Ubiquiti CS (UI) 1.8 $79M 472k 166.66
Landstar Sys CS (LSTR) 1.8 $77M 613k 125.49
Southwestern Energy CS 1.6 $70M 30M 2.35
Royal Caribbean Group CS (RCL) 1.6 $68M 1.0M 64.73
Microchip Technology CS (MCHP) 1.5 $63M 616k 102.76
Factset Resh Sys CS (FDS) 1.3 $57M 169k 334.88
Gentherm CS (THRM) 1.3 $56M 1.4M 40.90
Stitch Fix Inc Com Cl A CS (SFIX) 1.3 $56M 2.1M 27.13
Edwards Lifesciences Corp CS (EW) 1.2 $53M 660k 79.82
Graco CS (GGG) 1.2 $52M 841k 61.35
Trex CS (TREX) 1.1 $49M 679k 71.60
Ihs Markit CS 1.0 $42M 540k 78.51
Varian Med Sys CS 1.0 $42M 243k 172.00
Ipg Photonics Corp CS (IPGP) 1.0 $41M 242k 169.97
Viasat CS (VSAT) 0.9 $37M 1.1M 34.39
Under Armour Inc Cl A CS (UAA) 0.8 $34M 3.0M 11.23
Snap On CS (SNA) 0.8 $34M 229k 147.13
Alarm Com Hldgs CS (ALRM) 0.7 $32M 573k 55.25
Paychex CS (PAYX) 0.7 $31M 390k 79.77
Strategic Education CS (STRA) 0.7 $29M 321k 91.47
Myriad Genetics CS (MYGN) 0.7 $28M 2.1M 13.04
Deluxe Corp CS (DLX) 0.6 $25M 980k 25.73
Kornit Digital CS (KRNT) 0.6 $25M 388k 64.87
Irobot Corp CS (IRBT) 0.6 $24M 319k 75.90
Msc Indl Direct Inc Cl A CS (MSM) 0.5 $23M 364k 63.28
Materialise Nv CS (MTLS) 0.5 $22M 595k 36.91
Redhill Biopharma Ltd Sponsore CS 0.5 $22M 2.1M 10.22
Nordstrom CS (JWN) 0.5 $20M 1.7M 11.92
Ceva CS (CEVA) 0.4 $19M 487k 39.37
Sps Comm CS (SPSC) 0.4 $19M 237k 77.87
Plantronics CS 0.4 $18M 1.5M 11.84
Channeladvisor Corp CS 0.4 $16M 1.1M 14.47
Mix Telematics Ltd Sponsored A CS 0.3 $15M 1.7M 8.94
Arista Networks CS (ANET) 0.3 $14M 67k 206.93
Duluth Hldgs Inc Com Cl B CS (DLTH) 0.3 $13M 1.0M 12.22
Cara Therapeutics CS (CARA) 0.2 $9.3M 733k 12.73
Coherus Biosciences CS (CHRS) 0.2 $8.7M 472k 18.34
Cullen Frost Bankers CS (CFR) 0.2 $8.4M 131k 63.95
Tcf Financial Corp CS 0.2 $8.2M 351k 23.36
Core Laboratories N V CS 0.2 $7.8M 511k 15.26
Bottomline Technologies Del CS 0.2 $7.4M 175k 42.16
Onespan CS (OSPN) 0.1 $6.1M 291k 20.96
Surmodics CS (SRDX) 0.1 $5.9M 151k 38.91
Zumiez CS (ZUMZ) 0.1 $5.7M 205k 27.82
Pros Holdings CS (PRO) 0.1 $5.3M 167k 31.94
Geospace Technologies Corp CS (GEOS) 0.1 $4.9M 787k 6.18
Acacia Communications CS 0.1 $4.5M 67k 67.40
Flotek Inds CS 0.1 $4.0M 1.5M 2.71
Stoneridge CS (SRI) 0.1 $3.2M 174k 18.37
Mimedx Group CS (MDXG) 0.1 $2.5M 389k 6.35
Nuvasive CS 0.1 $2.2M 46k 48.57
Casa Sys CS 0.0 $2.1M 527k 4.03
Stratasys CS (SSYS) 0.0 $1.5M 122k 12.47
Phx Minerals CS (PHX) 0.0 $433k 303k 1.43
Emerson Elec CS (EMR) 0.0 $295k 4.5k 65.56