Disciplined Growth Investors

Disciplined Growth Investors as of March 31, 2023

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 67 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 10.8 $423M 4.0M 106.55
Plexus Corp CS (PLXS) 5.2 $204M 2.1M 97.57
Power Integrations CS (POWI) 4.7 $184M 2.2M 84.64
Align Technology CS (ALGN) 4.0 $157M 470k 334.14
Microchip Technology CS (MCHP) 4.0 $154M 1.8M 83.78
Pure Storage Inc Cl A CS (PSTG) 3.8 $150M 5.9M 25.51
Southwestern Energy CS 3.7 $146M 29M 5.00
Garmin CS (GRMN) 3.6 $141M 1.4M 100.92
Coterra Energy CS (CTRA) 3.2 $126M 5.1M 24.54
Dolby Laboratories Inc Com Cl CS (DLB) 3.2 $125M 1.5M 85.42
Intuit CS (INTU) 3.1 $122M 273k 445.83
Gentex Corp CS (GNTX) 3.1 $121M 4.3M 28.03
Arista Networks CS (ANET) 2.9 $115M 684k 167.86
Akamai Technologies CS (AKAM) 2.9 $113M 1.4M 78.30
Cognex Corp CS (CGNX) 2.6 $103M 2.1M 49.55
Viasat CS (VSAT) 2.5 $96M 2.8M 33.84
Snap On CS (SNA) 2.4 $93M 377k 246.89
Alarm Com Hldgs CS (ALRM) 2.3 $88M 1.8M 50.28
Landstar Sys CS (LSTR) 2.1 $83M 465k 179.26
Autodesk CS (ADSK) 2.1 $83M 398k 208.16
Intuitive Surgical CS (ISRG) 1.9 $74M 291k 255.47
Gentherm CS (THRM) 1.7 $67M 1.1M 60.42
Proto Labs CS (PRLB) 1.7 $66M 2.0M 33.15
Sleep Number Corporation CS (SNBR) 1.6 $60M 2.0M 30.41
Lgi Homes CS (LGIH) 1.5 $60M 523k 114.03
Ipg Photonics Corp CS (IPGP) 1.4 $54M 438k 123.31
Interdigital CS (IDCC) 1.4 $53M 726k 72.90
Royal Caribbean Group CS (RCL) 1.4 $53M 808k 65.30
Under Armour Inc Cl A CS (UAA) 1.3 $51M 5.4M 9.49
Myriad Genetics CS (MYGN) 1.2 $49M 2.1M 23.23
Strategic Ed CS (STRA) 1.1 $43M 482k 89.83
Floor & Decor Hldgs Inc Cl A CS (FND) 0.9 $35M 359k 98.22
Graco CS (GGG) 0.9 $34M 462k 73.01
Stitch Fix Inc Com Cl A CS (SFIX) 0.8 $31M 6.1M 5.11
Sps Comm CS (SPSC) 0.8 $31M 200k 152.30
Msc Indl Direct Inc Cl A CS (MSM) 0.6 $24M 289k 84.00
Trex CS (TREX) 0.5 $21M 437k 48.67
Paychex CS (PAYX) 0.5 $21M 182k 114.59
Open Text Corp CS (OTEX) 0.5 $20M 524k 38.55
Mix Telematics Ltd Sponsored A CS 0.5 $19M 2.5M 7.75
Vizio Hldg Corp Cl A CS (VZIO) 0.5 $18M 1.9M 9.18
Core Laboratories CS (CLB) 0.5 $18M 796k 22.05
Generac Hldgs CS (GNRC) 0.4 $17M 158k 108.01
Irobot Corp CS (IRBT) 0.4 $15M 339k 43.64
Take-two Interactive Software CS (TTWO) 0.4 $14M 120k 119.30
Pros Holdings CS (PRO) 0.4 $14M 511k 27.40
Ceva CS (CEVA) 0.3 $13M 438k 30.43
Semtech Corp CS (SMTC) 0.3 $12M 497k 24.14
Geospace Technologies Corp CS (GEOS) 0.3 $11M 1.5M 7.05
Surmodics CS (SRDX) 0.2 $9.2M 405k 22.78
Cara Therapeutics CS (CARA) 0.2 $8.5M 1.7M 4.91
Coherus Biosciences CS (CHRS) 0.2 $8.0M 1.2M 6.84
Stratasys CS (SSYS) 0.2 $7.9M 476k 16.53
Egain Corp CS (EGAN) 0.2 $7.8M 1.0M 7.59
Duluth Hldgs Inc Com Cl B CS (DLTH) 0.2 $6.5M 1.0M 6.38
Millerknoll CS (MLKN) 0.2 $6.4M 313k 20.45
Kornit Digital CS (KRNT) 0.1 $5.5M 285k 19.36
Stoneridge CS (SRI) 0.1 $4.1M 219k 18.70
Everbridge CS (EVBG) 0.1 $4.0M 116k 34.67
Zumiez CS (ZUMZ) 0.1 $3.3M 180k 18.44
Mimedx Group CS (MDXG) 0.0 $1.1M 322k 3.41
Flotek Inds Inc Del CS 0.0 $519k 752k 0.69
Apple CS (AAPL) 0.0 $347k 2.1k 164.90
Microsoft Corp CS (MSFT) 0.0 $283k 982.00 288.30
Chevron Corp CS (CVX) 0.0 $211k 1.3k 163.16
Valero Energy Corp CS (VLO) 0.0 $209k 1.5k 139.60
Enlink Midstream Llc Com Unit CS (ENLC) 0.0 $170k 16k 10.84