Disciplined Growth Investors

Disciplined Growth Investors as of Sept. 30, 2022

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 72 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 7.0 $251M 4.5M 55.07
Plexus Corp CS (PLXS) 5.6 $201M 2.3M 87.56
Southwestern Energy CS 5.3 $190M 31M 6.12
Power Integrations CS (POWI) 4.3 $155M 2.4M 64.32
Coterra Energy CS (CTRA) 4.1 $149M 5.7M 26.12
Pure Storage Inc Cl A CS (PSTG) 3.9 $140M 5.1M 27.37
Akamai Technologies CS (AKAM) 3.6 $130M 1.6M 80.32
Microchip Technology CS (MCHP) 3.5 $127M 2.1M 61.03
Alarm Com Hldgs CS (ALRM) 3.5 $126M 1.9M 64.86
Garmin CS (GRMN) 3.4 $122M 1.5M 80.31
Intuit CS (INTU) 3.3 $118M 305k 387.32
Gentex Corp CS (GNTX) 3.2 $116M 4.9M 23.84
Align Technology CS (ALGN) 2.9 $106M 513k 207.11
Dolby Laboratories Inc Com Cl CS (DLB) 2.9 $105M 1.6M 65.15
Cognex Corp CS (CGNX) 2.7 $97M 2.3M 41.45
Viasat CS (VSAT) 2.5 $89M 2.9M 30.23
Arista Networks CS (ANET) 2.5 $89M 784k 112.89
Autodesk CS (ADSK) 2.4 $87M 466k 186.80
Snap On CS (SNA) 2.4 $87M 431k 201.35
Landstar Sys CS (LSTR) 2.1 $75M 522k 144.37
Sleep Number Corporation CS (SNBR) 2.0 $72M 2.1M 33.81
Proto Labs CS (PRLB) 2.0 $71M 1.9M 36.43
Intuitive Surgical CS (ISRG) 1.8 $63M 338k 187.44
Open Text Corp CS (OTEX) 1.7 $61M 2.3M 26.44
Gentherm CS (THRM) 1.6 $59M 1.2M 49.73
Lgi Homes CS (LGIH) 1.3 $47M 571k 81.37
Myriad Genetics CS (MYGN) 1.2 $44M 2.3M 19.08
Under Armour Inc Cl A CS (UAA) 1.1 $39M 5.9M 6.65
Tjx Cos CS (TJX) 1.0 $37M 593k 62.12
Royal Caribbean Group CS (RCL) 1.0 $35M 909k 37.90
Strategic Education CS (STRA) 0.9 $33M 545k 61.41
Graco CS (GGG) 0.9 $33M 542k 59.95
Interdigital CS (IDCC) 0.9 $32M 797k 40.42
Nordstrom CS (JWN) 0.8 $28M 1.7M 16.73
Floor & Decor Hldgs Inc Cl A CS (FND) 0.8 $28M 402k 70.26
Paychex CS (PAYX) 0.8 $28M 250k 112.21
Sps Comm CS (SPSC) 0.7 $25M 201k 124.23
Msc Indl Direct Inc Cl A CS (MSM) 0.7 $24M 330k 72.81
Trex CS (TREX) 0.5 $19M 438k 43.94
Irobot Corp CS (IRBT) 0.5 $19M 332k 56.33
Mix Telematics Ltd Sponsored A CS 0.5 $18M 2.4M 7.60
Ipg Photonics Corp CS (IPGP) 0.5 $18M 208k 84.35
Vizio Holding CS (VZIO) 0.5 $17M 1.9M 8.74
Semtech Corp CS (SMTC) 0.5 $17M 560k 29.41
Cara Therapeutics CS (CARA) 0.4 $16M 1.7M 9.36
Take-two Interactive CS (TTWO) 0.4 $15M 135k 109.00
Stitch Fix Inc Com Cl A CS (SFIX) 0.4 $13M 3.3M 3.95
Generac Hldgs CS (GNRC) 0.4 $13M 73k 178.14
Channeladvisor Corp CS 0.4 $13M 567k 22.66
Surmodics CS (SRDX) 0.3 $12M 408k 30.40
Core Laboratories N V CS 0.3 $12M 890k 13.48
Ceva CS (CEVA) 0.3 $11M 431k 26.23
Coherus Biosciences CS (CHRS) 0.3 $11M 1.1M 9.61
Egain Corporation CS (EGAN) 0.2 $7.4M 1.0M 7.35
Kornit Digital CS (KRNT) 0.2 $7.3M 273k 26.61
Duluth Hldgs Inc Com Cl B CS (DLTH) 0.2 $7.2M 1.0M 7.04
Stratasys CS (SSYS) 0.2 $6.8M 472k 14.41
Geospace Technologies Corp CS (GEOS) 0.2 $6.7M 1.5M 4.41
Millerknoll CS (MLKN) 0.1 $4.9M 316k 15.60
Zumiez CS (ZUMZ) 0.1 $4.0M 185k 21.53
Stoneridge CS (SRI) 0.1 $3.8M 222k 16.95
Pros Holdings CS (PRO) 0.1 $3.7M 148k 24.70
Everbridge CS (EVBG) 0.1 $3.5M 113k 30.88
Jetblue Awys Corp CS (JBLU) 0.1 $2.2M 336k 6.63
Deluxe Corp CS (DLX) 0.0 $1.4M 85k 16.65
Mimedx Group CS (MDXG) 0.0 $953k 332k 2.87
Flotek Industries CS 0.0 $759k 759k 1.00
Ishares Tr Rus Md Cp Gr Etf CS (IWP) 0.0 $413k 5.3k 78.37
Microsoft Corp CS (MSFT) 0.0 $323k 1.4k 232.88
Apple CS (AAPL) 0.0 $303k 2.2k 137.98
Chevron Corp CS (CVX) 0.0 $255k 1.8k 143.66
Enlink Midstream Llc Com Unit CS (ENLC) 0.0 $139k 16k 8.89