Disciplined Growth Investors as of Sept. 30, 2025
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 64 positions in its portfolio as reported in the September 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) | 8.2 | $455M | 9.5M | 47.94 | |
| Pure Storage Inc Cl A CS (PSTG) | 7.8 | $433M | 5.2M | 83.81 | |
| Garmin CS (GRMN) | 6.1 | $339M | 1.4M | 246.22 | |
| Arista Networks CS (ANET) | 5.1 | $280M | 1.9M | 145.71 | |
| Interdigital CS (IDCC) | 4.9 | $273M | 791k | 345.23 | |
| Expand Energy Corporation CS (EXE) | 4.8 | $265M | 2.5M | 106.24 | |
| Plexus Corp CS (PLXS) | 4.1 | $225M | 1.6M | 144.69 | |
| Cognex Corp CS (CGNX) | 3.8 | $209M | 4.6M | 45.30 | |
| Semtech Corp CS (SMTC) | 3.5 | $195M | 2.7M | 71.45 | |
| Alarm Com Hldgs CS (ALRM) | 3.2 | $177M | 3.3M | 53.08 | |
| Viasat CS (VSAT) | 3.0 | $168M | 5.7M | 29.30 | |
| Coterra Energy CS (CTRA) | 2.9 | $158M | 6.7M | 23.65 | |
| Gentex Corp CS (GNTX) | 2.4 | $134M | 4.7M | 28.30 | |
| Akamai Technologies CS (AKAM) | 2.4 | $132M | 1.7M | 75.76 | |
| Proto Labs CS (PRLB) | 2.3 | $130M | 2.6M | 50.03 | |
| Zeta Global Holdings Corp Cl A CS (ZETA) | 2.2 | $122M | 6.1M | 19.87 | |
| Microchip Technology CS (MCHP) | 2.1 | $115M | 1.8M | 64.22 | |
| Snap On CS (SNA) | 2.0 | $113M | 326k | 346.53 | |
| Generac Hldgs CS (GNRC) | 1.9 | $104M | 618k | 167.40 | |
| Autodesk CS (ADSK) | 1.8 | $102M | 321k | 317.67 | |
| Align Technology CS (ALGN) | 1.8 | $101M | 804k | 125.22 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 1.8 | $99M | 1.4M | 72.37 | |
| Sps Comm CS (SPSC) | 1.5 | $83M | 793k | 104.14 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.5 | $83M | 1.1M | 73.70 | |
| Take-two Interactive Software CS (TTWO) | 1.4 | $79M | 306k | 258.36 | |
| Power Integrations CS (POWI) | 1.4 | $79M | 2.0M | 40.21 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 1.4 | $76M | 18M | 4.35 | |
| Core Laboratories CS (CLB) | 1.3 | $74M | 6.0M | 12.36 | |
| Intuit CS (INTU) | 1.1 | $62M | 91k | 682.91 | |
| Trex CS (TREX) | 1.0 | $54M | 1.0M | 51.67 | |
| Intuitive Surgical CS (ISRG) | 0.9 | $49M | 110k | 447.23 | |
| Sharkninja CS (SN) | 0.8 | $46M | 448k | 103.15 | |
| Ipg Photonics Corp CS (IPGP) | 0.8 | $45M | 562k | 79.19 | |
| Simpson Mfg CS (SSD) | 0.8 | $43M | 256k | 167.46 | |
| Lgi Homes CS (LGIH) | 0.7 | $41M | 787k | 51.71 | |
| Celsius Hldgs CS (CELH) | 0.7 | $40M | 688k | 57.49 | |
| Powerfleet CS (AIOT) | 0.7 | $39M | 7.4M | 5.24 | |
| Doubleverify Hldgs CS (DV) | 0.6 | $35M | 2.9M | 11.98 | |
| Graco CS (GGG) | 0.5 | $30M | 351k | 84.96 | |
| Yeti Hldgs CS (YETI) | 0.5 | $26M | 773k | 33.18 | |
| Kornit Digital CS (KRNT) | 0.4 | $25M | 1.8M | 13.50 | |
| Gartner CS (IT) | 0.4 | $23M | 87k | 262.87 | |
| Geospace Technologies Corp CS (GEOS) | 0.4 | $22M | 1.2M | 18.96 | |
| Paychex CS (PAYX) | 0.3 | $19M | 151k | 126.76 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.3 | $18M | 4.2M | 4.22 | |
| Ceva CS (CEVA) | 0.3 | $14M | 540k | 26.41 | |
| Progyny CS (PGNY) | 0.2 | $13M | 602k | 21.52 | |
| Pros Holdings CS (PRO) | 0.2 | $12M | 502k | 22.91 | |
| Mimedx Group CS (MDXG) | 0.2 | $9.7M | 1.4M | 6.98 | |
| Weave Communications CS (WEAV) | 0.2 | $8.5M | 1.3M | 6.68 | |
| Millerknoll CS (MLKN) | 0.2 | $8.4M | 472k | 17.74 | |
| Egain Corp CS (EGAN) | 0.1 | $7.6M | 869k | 8.71 | |
| Materialise Nv CS (MTLS) | 0.1 | $5.6M | 1.0M | 5.57 | |
| Soundthinking CS (SSTI) | 0.1 | $5.0M | 413k | 12.06 | |
| Cantaloupe CS (CTLP) | 0.1 | $4.9M | 468k | 10.57 | |
| Globant Sa CS (GLOB) | 0.1 | $4.1M | 71k | 57.38 | |
| Inmode CS (INMD) | 0.1 | $3.8M | 256k | 14.90 | |
| Fox Factory Hldg Corp CS (FOXF) | 0.1 | $3.1M | 128k | 24.29 | |
| Axogen CS (AXGN) | 0.1 | $3.0M | 168k | 17.84 | |
| Verint Sys CS (VRNT) | 0.1 | $2.9M | 143k | 20.25 | |
| Stoneridge CS (SRI) | 0.0 | $1.5M | 191k | 7.62 | |
| Apple CS (AAPL) | 0.0 | $391k | 1.5k | 254.63 | |
| Microsoft Corp CS (MSFT) | 0.0 | $348k | 672.00 | 517.95 | |
| Broadcom CS (AVGO) | 0.0 | $342k | 1.0k | 329.91 |
