Disciplined Growth Investors as of June 30, 2025
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Micro Computer Inc Com N CS (SMCI) | 9.1 | $477M | 9.7M | 49.01 | |
| Pure Storage Inc Cl A CS (PSTG) | 6.0 | $314M | 5.5M | 57.58 | |
| Expand Energy Corporation CS (EXE) | 5.9 | $307M | 2.6M | 116.94 | |
| Garmin CS (GRMN) | 5.7 | $296M | 1.4M | 208.72 | |
| Plexus Corp CS (PLXS) | 4.3 | $223M | 1.6M | 135.31 | |
| Interdigital CS (IDCC) | 4.1 | $215M | 961k | 224.23 | |
| Arista Networks CS (ANET) | 4.0 | $208M | 2.0M | 102.31 | |
| Alarm Com Hldgs CS (ALRM) | 3.8 | $198M | 3.5M | 56.57 | |
| Microchip Technology CS (MCHP) | 3.5 | $184M | 2.6M | 70.37 | |
| Coterra Energy CS (CTRA) | 3.4 | $175M | 6.9M | 25.38 | |
| Align Technology CS (ALGN) | 3.1 | $160M | 845k | 189.33 | |
| Cognex Corp CS (CGNX) | 2.9 | $151M | 4.8M | 31.72 | |
| Akamai Technologies CS (AKAM) | 2.8 | $147M | 1.8M | 79.76 | |
| Semtech Corp CS (SMTC) | 2.5 | $131M | 2.9M | 45.14 | |
| Snap On CS (SNA) | 2.3 | $121M | 389k | 311.18 | |
| Power Integrations CS (POWI) | 2.2 | $115M | 2.1M | 55.90 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 2.2 | $114M | 1.5M | 74.26 | |
| Proto Labs CS (PRLB) | 2.1 | $109M | 2.7M | 40.04 | |
| Gentex Corp CS (GNTX) | 2.1 | $108M | 4.9M | 21.99 | |
| Autodesk CS (ADSK) | 2.0 | $106M | 341k | 309.57 | |
| Generac Hldgs CS (GNRC) | 1.8 | $92M | 641k | 143.21 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.7 | $89M | 1.2M | 75.96 | |
| Viasat CS (VSAT) | 1.6 | $85M | 5.8M | 14.60 | |
| Intuit CS (INTU) | 1.6 | $83M | 105k | 787.63 | |
| Take-two Interactive Software CS (TTWO) | 1.5 | $78M | 321k | 242.85 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 1.3 | $69M | 19M | 3.70 | |
| Core Laboratories CS (CLB) | 1.2 | $63M | 5.4M | 11.52 | |
| Intuitive Surgical CS (ISRG) | 1.2 | $62M | 114k | 543.41 | |
| Trex CS (TREX) | 1.1 | $59M | 1.1M | 54.38 | |
| Sps Comm CS (SPSC) | 1.1 | $58M | 425k | 136.09 | |
| Sharkninja CS (SN) | 0.9 | $46M | 465k | 98.99 | |
| Lgi Homes CS (LGIH) | 0.8 | $44M | 861k | 51.52 | |
| Landstar Sys CS (LSTR) | 0.8 | $43M | 310k | 139.02 | |
| Simpson Mfg CS (SSD) | 0.8 | $41M | 266k | 155.31 | |
| Ipg Photonics Corp CS (IPGP) | 0.8 | $40M | 580k | 68.65 | |
| Kornit Digital CS (KRNT) | 0.8 | $40M | 2.0M | 19.91 | |
| Under Armour Inc Cl A CS (UAA) | 0.7 | $36M | 5.3M | 6.83 | |
| Cantaloupe CS (CTLP) | 0.7 | $35M | 3.2M | 10.99 | |
| Powerfleet CS (AIOT) | 0.7 | $35M | 8.0M | 4.31 | |
| Graco CS (GGG) | 0.7 | $34M | 399k | 85.97 | |
| Celsius Hldgs CS (CELH) | 0.6 | $33M | 717k | 46.39 | |
| Doubleverify Hldgs CS (DV) | 0.6 | $30M | 2.0M | 14.97 | |
| Paychex CS (PAYX) | 0.4 | $23M | 158k | 145.46 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.4 | $23M | 4.5M | 5.01 | |
| Pros Holdings CS (PRO) | 0.4 | $22M | 1.4M | 15.66 | |
| Geospace Technologies Corp CS (GEOS) | 0.3 | $18M | 1.2M | 14.26 | |
| Progyny CS (PGNY) | 0.3 | $14M | 640k | 22.00 | |
| Ceva CS (CEVA) | 0.3 | $14M | 620k | 21.98 | |
| Millerknoll CS (MLKN) | 0.2 | $11M | 574k | 19.42 | |
| Materialise Nv CS (MTLS) | 0.2 | $11M | 1.9M | 5.65 | |
| Verint Sys CS (VRNT) | 0.1 | $7.8M | 397k | 19.67 | |
| Egain Corp CS (EGAN) | 0.1 | $5.9M | 949k | 6.25 | |
| Soundthinking CS (SSTI) | 0.1 | $5.8M | 447k | 13.05 | |
| Inmode CS (INMD) | 0.1 | $4.4M | 304k | 14.44 | |
| Myriad Genetics CS (MYGN) | 0.1 | $4.0M | 754k | 5.31 | |
| Fox Factory Hldg Corp CS (FOXF) | 0.1 | $3.5M | 136k | 25.94 | |
| Surmodics CS (SRDX) | 0.1 | $3.0M | 101k | 29.71 | |
| Mimedx Group CS (MDXG) | 0.0 | $2.2M | 361k | 6.11 | |
| Axogen CS (AXGN) | 0.0 | $1.8M | 166k | 10.85 | |
| Stoneridge CS (SRI) | 0.0 | $1.6M | 223k | 7.04 | |
| Apple CS (AAPL) | 0.0 | $474k | 2.3k | 205.17 | |
| Microsoft Corp CS (MSFT) | 0.0 | $338k | 679.00 | 497.41 | |
| Broadcom CS (AVGO) | 0.0 | $298k | 1.1k | 275.65 | |
| Bank America Corp CS (BAC) | 0.0 | $237k | 5.0k | 47.32 |
