Disciplined Growth Investors

Disciplined Growth Investors as of June 30, 2023

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 64 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 16.6 $737M 3.0M 249.25
Pure Storage Inc Cl A CS (PSTG) 4.8 $213M 5.8M 36.82
Plexus Corp CS (PLXS) 4.6 $203M 2.1M 98.24
Power Integrations CS (POWI) 4.5 $199M 2.1M 94.67
Southwestern Energy CS (SWN) 4.0 $175M 29M 6.01
Align Technology CS (ALGN) 3.6 $161M 456k 353.64
Microchip Technology CS (MCHP) 3.6 $159M 1.8M 89.59
Garmin CS (GRMN) 3.2 $144M 1.4M 104.29
Akamai Technologies CS (AKAM) 2.9 $128M 1.4M 89.87
Coterra Energy CS (CTRA) 2.8 $125M 5.0M 25.30
Gentex Corp CS (GNTX) 2.8 $124M 4.2M 29.26
Intuit CS (INTU) 2.8 $122M 267k 458.19
Dolby Laboratories Inc Com Cl CS (DLB) 2.7 $118M 1.4M 83.68
Viasat CS (VSAT) 2.7 $118M 2.8M 41.26
Cognex Corp CS (CGNX) 2.5 $112M 2.0M 56.02
Arista Networks CS (ANET) 2.4 $107M 658k 162.06
Snap On CS (SNA) 2.4 $105M 364k 288.19
Intuitive Surgical CS (ISRG) 2.1 $95M 277k 341.94
Alarm Com Hldgs CS (ALRM) 2.0 $91M 1.8M 51.68
Landstar Sys CS (LSTR) 1.9 $86M 446k 192.54
Royal Caribbean Group CS (RCL) 1.8 $79M 765k 103.74
Autodesk CS (ADSK) 1.8 $78M 381k 204.61
Lgi Homes CS (LGIH) 1.5 $69M 508k 134.89
Interdigital CS (IDCC) 1.5 $66M 682k 96.55
Gentherm CS (THRM) 1.4 $63M 1.1M 56.51
Proto Labs CS (PRLB) 1.4 $61M 1.7M 34.96
Ipg Photonics Corp CS (IPGP) 1.3 $58M 423k 135.82
Floor & Decor Hldgs Inc Cl A CS (FND) 1.2 $55M 526k 103.96
Sleep Number Corporation CS (SNBR) 1.2 $53M 1.9M 27.28
Myriad Genetics CS (MYGN) 1.1 $47M 2.0M 23.18
Graco CS (GGG) 0.9 $39M 453k 86.35
Under Armour Inc Cl A CS (UAA) 0.8 $37M 5.2M 7.22
Sps Comm CS (SPSC) 0.8 $37M 194k 192.06
Strategic Ed CS (STRA) 0.7 $33M 482k 67.84
Trex CS (TREX) 0.6 $28M 430k 65.56
Msc Indl Direct Inc Cl A CS (MSM) 0.6 $26M 276k 95.28
Stitch Fix Inc Com Cl A CS (SFIX) 0.5 $24M 6.1M 3.85
Generac Hldgs CS (GNRC) 0.5 $23M 152k 149.13
Open Text Corp CS (OTEX) 0.5 $22M 528k 41.55
Paychex CS (PAYX) 0.4 $18M 165k 111.87
Core Laboratories CS (CLB) 0.4 $18M 759k 23.25
Take-two Interactive Software CS (TTWO) 0.4 $17M 113k 147.16
Pros Holdings CS (PRO) 0.4 $16M 519k 30.80
Mix Telematics Ltd Sponsored A CS 0.4 $16M 2.5M 6.32
Irobot Corp CS (IRBT) 0.3 $15M 340k 45.25
Vizio Hldg Corp Cl A CS (VZIO) 0.3 $14M 2.0M 6.75
Semtech Corp CS (SMTC) 0.3 $13M 507k 25.46
Surmodics CS (SRDX) 0.3 $13M 407k 31.31
Ceva CS (CEVA) 0.3 $12M 458k 25.55
Geospace Technologies Corp CS (GEOS) 0.3 $12M 1.5M 7.77
Kornit Digital CS (KRNT) 0.2 $9.0M 308k 29.37
Egain Corp CS (EGAN) 0.2 $7.9M 1.1M 7.49
Duluth Hldgs Inc Com Cl B CS (DLTH) 0.1 $6.4M 1.0M 6.28
Coherus Biosciences CS (CHRS) 0.1 $5.0M 1.2M 4.27
Cara Therapeutics CS (CARA) 0.1 $5.0M 1.8M 2.83
Millerknoll CS (MLKN) 0.1 $4.6M 313k 14.78
Stoneridge CS (SRI) 0.1 $4.1M 220k 18.85
Everbridge CS (EVBG) 0.1 $3.1M 117k 26.90
Zumiez CS (ZUMZ) 0.1 $3.0M 180k 16.66
Mimedx Group CS (MDXG) 0.0 $2.1M 324k 6.61
Flotek Inds Inc Del CS 0.0 $553k 753k 0.73
Apple CS (AAPL) 0.0 $409k 2.1k 193.97
Microsoft Corp CS (MSFT) 0.0 $334k 982.00 340.54
Chevron Corp CS (CVX) 0.0 $204k 1.3k 157.35