Disciplined Growth Investors

Disciplined Growth Investors as of Dec. 31, 2022

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 9.5 $370M 4.5M 82.10
Plexus Corp CS (PLXS) 6.1 $238M 2.3M 102.93
Southwestern Energy CS 4.7 $182M 31M 5.85
Power Integrations CS (POWI) 4.4 $172M 2.4M 71.72
Microchip Technology CS (MCHP) 3.7 $145M 2.1M 70.25
Coterra Energy CS (CTRA) 3.6 $142M 5.8M 24.57
Garmin CS (GRMN) 3.6 $141M 1.5M 92.29
Pure Storage Inc Cl A CS (PSTG) 3.5 $138M 5.2M 26.76
Akamai Technologies CS (AKAM) 3.5 $136M 1.6M 84.30
Gentex Corp CS (GNTX) 3.4 $133M 4.9M 27.27
Intuit CS (INTU) 3.0 $119M 305k 389.22
Dolby Laboratories Inc Com Cl CS (DLB) 2.9 $114M 1.6M 70.54
Cognex Corp CS (CGNX) 2.8 $109M 2.3M 47.11
Align Technology CS (ALGN) 2.8 $108M 511k 210.90
Snap On CS (SNA) 2.5 $98M 430k 228.49
Arista Networks CS (ANET) 2.4 $95M 782k 121.35
Alarm Com Hldgs CS (ALRM) 2.4 $95M 1.9M 49.48
Viasat CS (VSAT) 2.4 $93M 2.9M 31.65
Intuitive Surgical CS (ISRG) 2.3 $89M 334k 265.35
Autodesk CS (ADSK) 2.2 $87M 463k 186.87
Landstar Sys CS (LSTR) 2.2 $85M 523k 162.90
Gentherm CS (THRM) 2.0 $78M 1.2M 65.29
Under Armour Inc Cl A CS (UAA) 1.5 $61M 6.0M 10.16
Sleep Number Corporation CS (SNBR) 1.4 $56M 2.1M 25.98
Proto Labs CS (PRLB) 1.4 $54M 2.1M 25.53
Open Text Corp CS (OTEX) 1.4 $53M 1.8M 29.64
Lgi Homes CS (LGIH) 1.3 $53M 567k 92.60
Royal Caribbean Group CS (RCL) 1.1 $45M 907k 49.43
Strategic Ed CS (STRA) 1.1 $43M 546k 78.32
Interdigital CS (IDCC) 1.0 $39M 791k 49.48
Tjx Cos CS (TJX) 1.0 $37M 468k 79.60
Graco CS (GGG) 0.9 $37M 543k 67.26
Myriad Genetics CS (MYGN) 0.8 $33M 2.3M 14.51
Paychex CS (PAYX) 0.7 $28M 245k 115.56
Floor & Decor Hldgs Inc Cl A CS (FND) 0.7 $28M 400k 69.63
Nordstrom CS (JWN) 0.7 $27M 1.7M 16.14
Msc Indl Direct Inc Cl A CS (MSM) 0.7 $27M 328k 81.70
Sps Comm CS (SPSC) 0.7 $26M 201k 128.43
Ipg Photonics Corp CS (IPGP) 0.6 $24M 256k 94.67
Trex CS (TREX) 0.5 $19M 439k 42.33
Cara Therapeutics CS (CARA) 0.5 $19M 1.7M 10.74
Core Laboratories N V CS 0.5 $18M 881k 20.27
Generac Hldgs CS (GNRC) 0.5 $18M 177k 100.66
Mix Telematics Ltd Sponsored A CS 0.4 $17M 2.4M 7.03
Irobot Corp CS (IRBT) 0.4 $16M 340k 48.13
Semtech Corp CS (SMTC) 0.4 $16M 552k 28.69
Stitch Fix Inc Com Cl A CS (SFIX) 0.4 $14M 4.6M 3.11
Vizio Hldg Corp Cl A CS (VZIO) 0.4 $14M 1.9M 7.41
Surmodics CS (SRDX) 0.4 $14M 409k 34.12
Take-two Interactive Software CS (TTWO) 0.4 $14M 133k 104.13
Pros Holdings CS (PRO) 0.3 $12M 500k 24.26
Ceva CS (CEVA) 0.3 $11M 437k 25.58
Egain Corp CS (EGAN) 0.2 $9.2M 1.0M 9.03
Coherus Biosciences CS (CHRS) 0.2 $9.1M 1.1M 7.92
Millerknoll CS (MLKN) 0.2 $6.7M 317k 21.01
Geospace Technologies Corp CS (GEOS) 0.2 $6.5M 1.5M 4.22
Kornit Digital CS (KRNT) 0.2 $6.3M 276k 22.97
Duluth Hldgs Inc Com Cl B CS (DLTH) 0.2 $6.3M 1.0M 6.18
Stratasys CS (SSYS) 0.1 $5.6M 474k 11.86
Stoneridge CS (SRI) 0.1 $4.8M 224k 21.56
Zumiez CS (ZUMZ) 0.1 $4.0M 185k 21.74
Everbridge CS (EVBG) 0.1 $3.4M 114k 29.58
Mimedx Group CS (MDXG) 0.0 $931k 335k 2.78
Flotek Inds Inc Del CS 0.0 $850k 759k 1.12
Ishares Tr Rus Md Cp Gr Etf CS (IWP) 0.0 $351k 4.2k 83.60
Microsoft Corp CS (MSFT) 0.0 $333k 1.4k 239.82
Chevron Corp CS (CVX) 0.0 $319k 1.8k 179.49
Apple CS (AAPL) 0.0 $274k 2.1k 129.93
Enlink Midstream Llc Com Unit CS (ENLC) 0.0 $192k 16k 12.30