Disciplined Growth Investors as of March 31, 2025
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Garmin CS (GRMN) | 6.4 | $307M | 1.4M | 217.13 | |
| Expand Energy Corporation CS (EXE) | 6.2 | $298M | 2.7M | 111.32 | |
| Super Micro Computer Inc Com N CS (SMCI) | 5.9 | $286M | 8.3M | 34.24 | |
| Pure Storage Inc Cl A CS (PSTG) | 5.0 | $243M | 5.5M | 44.27 | |
| Interdigital CS (IDCC) | 4.6 | $224M | 1.1M | 206.75 | |
| Plexus Corp CS (PLXS) | 4.4 | $212M | 1.7M | 128.13 | |
| Coterra Energy CS (CTRA) | 4.2 | $201M | 6.9M | 28.90 | |
| Alarm Com Hldgs CS (ALRM) | 3.9 | $189M | 3.4M | 55.65 | |
| Akamai Technologies CS (AKAM) | 3.1 | $149M | 1.9M | 80.50 | |
| Cognex Corp CS (CGNX) | 2.9 | $141M | 4.7M | 29.83 | |
| Align Technology CS (ALGN) | 2.8 | $133M | 837k | 158.86 | |
| Snap On CS (SNA) | 2.8 | $133M | 394k | 337.01 | |
| Microchip Technology CS (MCHP) | 2.7 | $128M | 2.6M | 48.41 | |
| Arista Networks CS (ANET) | 2.6 | $125M | 1.6M | 77.48 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 2.6 | $124M | 1.5M | 80.31 | |
| Gentex Corp CS (GNTX) | 2.4 | $115M | 4.9M | 23.30 | |
| Intuit CS (INTU) | 2.3 | $110M | 179k | 613.99 | |
| Power Integrations CS (POWI) | 2.2 | $105M | 2.1M | 50.50 | |
| Semtech Corp CS (SMTC) | 2.0 | $96M | 2.8M | 34.40 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 2.0 | $95M | 1.2M | 80.47 | |
| Proto Labs CS (PRLB) | 1.9 | $94M | 2.7M | 35.04 | |
| Autodesk CS (ADSK) | 1.9 | $90M | 344k | 261.80 | |
| Core Laboratories CS (CLB) | 1.7 | $82M | 5.5M | 14.99 | |
| Generac Hldgs CS (GNRC) | 1.7 | $82M | 644k | 126.65 | |
| Take-two Interactive Software CS (TTWO) | 1.4 | $67M | 323k | 207.25 | |
| Intuitive Surgical CS (ISRG) | 1.4 | $67M | 135k | 495.27 | |
| Trex CS (TREX) | 1.3 | $64M | 1.1M | 58.10 | |
| Lgi Homes CS (LGIH) | 1.3 | $62M | 934k | 66.47 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 1.3 | $61M | 19M | 3.25 | |
| Viasat CS (VSAT) | 1.1 | $53M | 5.0M | 10.42 | |
| Msc Indl Direct Inc Cl A CS (MSM) | 1.0 | $48M | 618k | 77.67 | |
| Landstar Sys CS (LSTR) | 1.0 | $47M | 311k | 150.20 | |
| Powerfleet CS (AIOT) | 0.9 | $45M | 8.1M | 5.49 | |
| Myriad Genetics CS (MYGN) | 0.9 | $42M | 4.7M | 8.87 | |
| Simpson Mfg CS (SSD) | 0.9 | $42M | 267k | 157.08 | |
| Strategic Ed CS (STRA) | 0.8 | $40M | 475k | 83.96 | |
| Under Armour Inc Cl A CS (UAA) | 0.8 | $38M | 6.1M | 6.25 | |
| Kornit Digital CS (KRNT) | 0.8 | $38M | 2.0M | 19.08 | |
| Ipg Photonics Corp CS (IPGP) | 0.8 | $37M | 581k | 63.14 | |
| Graco CS (GGG) | 0.7 | $34M | 404k | 83.51 | |
| Gentherm CS (THRM) | 0.7 | $32M | 1.2M | 26.74 | |
| Doubleverify Hldgs CS (DV) | 0.6 | $27M | 2.0M | 13.37 | |
| Celsius Hldgs CS (CELH) | 0.5 | $26M | 721k | 35.62 | |
| Paychex CS (PAYX) | 0.5 | $25M | 162k | 154.28 | |
| Royal Caribbean Group CS (RCL) | 0.4 | $21M | 100k | 205.44 | |
| Pros Holdings CS (PRO) | 0.4 | $20M | 1.1M | 19.03 | |
| Sps Comm CS (SPSC) | 0.4 | $20M | 148k | 132.73 | |
| Cantaloupe CS (CTLP) | 0.3 | $16M | 2.0M | 7.87 | |
| Progyny CS (PGNY) | 0.3 | $15M | 653k | 22.34 | |
| Ceva CS (CEVA) | 0.2 | $11M | 441k | 25.61 | |
| Millerknoll CS (MLKN) | 0.2 | $11M | 572k | 19.14 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.2 | $9.6M | 1.6M | 5.89 | |
| Materialise Nv CS (MTLS) | 0.2 | $9.2M | 1.9M | 4.92 | |
| Geospace Technologies Corp CS (GEOS) | 0.2 | $9.1M | 1.3M | 7.21 | |
| Soundthinking CS (SSTI) | 0.2 | $7.6M | 450k | 16.95 | |
| Verint Sys CS (VRNT) | 0.1 | $7.1M | 400k | 17.85 | |
| Surmodics CS (SRDX) | 0.1 | $6.2M | 203k | 30.53 | |
| Inmode CS (INMD) | 0.1 | $5.3M | 297k | 17.74 | |
| Egain Corp CS (EGAN) | 0.1 | $4.7M | 964k | 4.85 | |
| Fox Factory Hldg Corp CS (FOXF) | 0.1 | $3.2M | 137k | 23.34 | |
| Mimedx Group CS (MDXG) | 0.1 | $2.6M | 340k | 7.60 | |
| Stoneridge CS (SRI) | 0.0 | $1.0M | 228k | 4.59 | |
| Apple CS (AAPL) | 0.0 | $296k | 1.3k | 222.13 | |
| Microsoft Corp CS (MSFT) | 0.0 | $255k | 679.00 | 375.39 |
