Disciplined Growth Investors

Disciplined Growth Investors as of March 31, 2024

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Micro Computer CS (SMCI) 18.8 $1.0B 1.0M 1010.03
Pure Storage Inc Cl A CS (PSTG) 5.3 $292M 5.6M 51.99
Southwestern Energy CS 4.2 $232M 31M 7.58
Align Technology CS (ALGN) 4.2 $231M 704k 327.92
Garmin CS (GRMN) 3.7 $203M 1.4M 148.87
Plexus Corp CS (PLXS) 3.6 $199M 2.1M 94.82
Alarm Com Hldgs CS (ALRM) 3.4 $185M 2.6M 72.47
Arista Networks CS (ANET) 3.3 $178M 615k 289.98
Microchip Technology CS (MCHP) 2.9 $157M 1.7M 89.71
Gentex Corp CS (GNTX) 2.8 $152M 4.2M 36.12
Akamai Technologies CS (AKAM) 2.8 $152M 1.4M 108.76
Power Integrations CS (POWI) 2.7 $146M 2.0M 71.55
Cognex Corp CS (CGNX) 2.6 $144M 3.4M 42.42
Floor & Decor Hldgs Inc Cl A CS (FND) 2.6 $144M 1.1M 129.62
Coterra Energy CS (CTRA) 2.5 $140M 5.0M 27.88
Intuit CS (INTU) 2.4 $133M 204k 650.00
Dolby Laboratories Inc Com Cl CS (DLB) 2.1 $117M 1.4M 83.77
Interdigital CS (IDCC) 2.1 $115M 1.1M 106.46
Snap On CS (SNA) 2.0 $107M 362k 296.22
Lgi Homes CS (LGIH) 1.9 $104M 891k 116.37
Intuitive Surgical CS (ISRG) 1.9 $102M 256k 399.09
Autodesk CS (ADSK) 1.7 $91M 350k 260.42
Royal Caribbean Group CS (RCL) 1.5 $83M 600k 139.01
Proto Labs CS (PRLB) 1.2 $68M 1.9M 35.75
Gentherm CS (THRM) 1.2 $66M 1.1M 57.58
Landstar Sys CS (LSTR) 1.1 $63M 325k 192.76
Viasat CS (VSAT) 1.1 $62M 3.4M 18.09
Msc Indl Direct Inc Cl A CS (MSM) 1.1 $58M 595k 97.04
Strategic Ed CS (STRA) 0.9 $47M 448k 104.12
Take-two Interactive Software CS (TTWO) 0.8 $45M 306k 148.49
Generac Hldgs CS (GNRC) 0.8 $45M 359k 126.14
Myriad Genetics CS (MYGN) 0.8 $44M 2.1M 21.32
Ipg Photonics Corp CS (IPGP) 0.8 $44M 480k 90.69
Trex CS (TREX) 0.8 $42M 416k 99.75
Under Armour Inc Cl A CS (UAA) 0.7 $39M 5.3M 7.38
Graco CS (GGG) 0.7 $39M 414k 93.46
Vizio Hldg Corp Cl A CS (VZIO) 0.7 $38M 3.4M 10.94
Kornit Digital CS (KRNT) 0.6 $35M 1.9M 18.12
Mix Telematics Ltd Sponsored A CS 0.6 $32M 2.2M 14.55
Sps Comm CS (SPSC) 0.6 $32M 170k 184.90
Geospace Technologies Corp CS (GEOS) 0.4 $21M 1.6M 13.19
Progyny CS (PGNY) 0.4 $20M 519k 38.15
Surmodics CS (SRDX) 0.4 $19M 659k 29.34
Pros Holdings CS (PRO) 0.3 $19M 524k 36.33
Stitch Fix Inc Com Cl A CS (SFIX) 0.3 $18M 6.9M 2.64
Paychex CS (PAYX) 0.3 $17M 142k 122.80
Inmode CS (INMD) 0.3 $17M 783k 21.61
Semtech Corp CS (SMTC) 0.3 $16M 563k 27.49
Core Laboratories CS (CLB) 0.3 $14M 816k 17.08
Ziprecruiter Inc Cl A CS (ZIP) 0.2 $11M 989k 11.49
Ceva CS (CEVA) 0.2 $11M 487k 22.71
Cantaloupe CS (CTLP) 0.2 $10M 1.6M 6.43
Materialise Nv CS (MTLS) 0.2 $8.4M 1.6M 5.28
Millerknoll CS (MLKN) 0.1 $8.2M 331k 24.76
Powerfleet CS (AIOT) 0.1 $8.0M 1.5M 5.34
Egain Corp CS (EGAN) 0.1 $7.3M 1.1M 6.45
Everbridge CS (EVBG) 0.1 $4.5M 130k 34.83
Stoneridge CS (SRI) 0.1 $4.4M 240k 18.44
Coherus Biosciences CS (CHRS) 0.1 $3.0M 1.3M 2.39
Luna Innovations CS (LUNA) 0.1 $2.9M 904k 3.21
Zumiez CS (ZUMZ) 0.1 $2.8M 186k 15.19
Mimedx Group CS (MDXG) 0.0 $2.7M 352k 7.70
Cara Therapeutics CS (CARA) 0.0 $1.7M 1.8M 0.91
Microsoft Corp CS (MSFT) 0.0 $286k 679.00 420.72
Sleep Number Corporation CS (SNBR) 0.0 $256k 16k 16.03
Valero Energy Corp CS (VLO) 0.0 $256k 1.5k 170.69
Apple CS (AAPL) 0.0 $251k 1.5k 171.48
Chevron Corp CS (CVX) 0.0 $204k 1.3k 157.74