Disciplined Growth Investors as of Dec. 31, 2025
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pure Storage Inc Cl A CS (PSTG) | 6.3 | $328M | 4.9M | 67.01 | |
| Garmin CS (GRMN) | 5.4 | $284M | 1.4M | 202.85 | |
| Super Micro Computer Inc Com N CS (SMCI) | 5.4 | $282M | 9.6M | 29.27 | |
| Expand Energy Corporation CS (EXE) | 5.4 | $281M | 2.5M | 110.36 | |
| Arista Networks CS (ANET) | 4.9 | $255M | 1.9M | 131.03 | |
| Plexus Corp CS (PLXS) | 4.5 | $234M | 1.6M | 147.00 | |
| Semtech Corp CS (SMTC) | 4.0 | $206M | 2.8M | 73.69 | |
| Viasat CS (VSAT) | 3.9 | $204M | 5.9M | 34.46 | |
| Interdigital CS (IDCC) | 3.7 | $194M | 609k | 318.38 | |
| Coterra Energy CS (CTRA) | 3.4 | $178M | 6.8M | 26.32 | |
| Alarm Com Hldgs CS (ALRM) | 3.3 | $174M | 3.4M | 51.02 | |
| Cognex Corp CS (CGNX) | 3.2 | $168M | 4.7M | 35.98 | |
| Akamai Technologies CS (AKAM) | 3.0 | $155M | 1.8M | 87.25 | |
| Proto Labs CS (PRLB) | 2.6 | $135M | 2.7M | 50.59 | |
| Align Technology CS (ALGN) | 2.5 | $128M | 821k | 156.15 | |
| Microchip Technology CS (MCHP) | 2.2 | $114M | 1.8M | 63.72 | |
| Snap On CS (SNA) | 2.2 | $113M | 328k | 344.60 | |
| Zeta Global Holdings Corp Cl A CS (ZETA) | 2.1 | $112M | 5.5M | 20.35 | |
| Gentex Corp CS (GNTX) | 2.1 | $112M | 4.8M | 23.27 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 2.0 | $102M | 20M | 5.25 | |
| Autodesk CS (ADSK) | 1.8 | $95M | 322k | 296.01 | |
| Gartner CS (IT) | 1.7 | $90M | 357k | 252.28 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 1.7 | $86M | 1.3M | 64.22 | |
| Generac Hldgs CS (GNRC) | 1.6 | $86M | 628k | 136.37 | |
| Core Laboratories CS (CLB) | 1.6 | $83M | 5.2M | 16.03 | |
| Take-two Interactive Software CS (TTWO) | 1.5 | $79M | 307k | 256.03 | |
| Sps Comm CS (SPSC) | 1.4 | $75M | 845k | 89.13 | |
| Power Integrations CS (POWI) | 1.4 | $71M | 2.0M | 35.54 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.3 | $70M | 1.1M | 60.89 | |
| Celsius Hldgs CS (CELH) | 1.3 | $70M | 1.5M | 45.74 | |
| Intuitive Surgical CS (ISRG) | 1.2 | $63M | 110k | 566.36 | |
| Intuit CS (INTU) | 1.1 | $60M | 90k | 662.42 | |
| Sharkninja CS (SN) | 1.0 | $51M | 456k | 111.90 | |
| Kornit Digital CS (KRNT) | 0.8 | $44M | 3.0M | 14.38 | |
| Doubleverify Hldgs CS (DV) | 0.8 | $43M | 3.7M | 11.44 | |
| Powerfleet CS (AIOT) | 0.8 | $42M | 7.9M | 5.32 | |
| Simpson Mfg CS (SSD) | 0.8 | $42M | 260k | 161.47 | |
| Ipg Photonics Corp CS (IPGP) | 0.8 | $41M | 567k | 71.60 | |
| Trex CS (TREX) | 0.7 | $35M | 1.0M | 35.08 | |
| Lgi Homes CS (LGIH) | 0.6 | $31M | 711k | 42.96 | |
| Graco CS (GGG) | 0.6 | $29M | 358k | 81.97 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.5 | $25M | 6.4M | 3.90 | |
| Geospace Technologies Corp CS (GEOS) | 0.4 | $19M | 1.1M | 16.91 | |
| Weave Communications CS (WEAV) | 0.3 | $18M | 2.3M | 7.59 | |
| Paychex CS (PAYX) | 0.3 | $17M | 153k | 112.18 | |
| Progyny CS (PGNY) | 0.3 | $16M | 622k | 25.68 | |
| Ceva CS (CEVA) | 0.3 | $13M | 608k | 21.52 | |
| Monday CS (MNDY) | 0.2 | $11M | 73k | 147.56 | |
| Mimedx Group CS (MDXG) | 0.2 | $10M | 1.5M | 6.77 | |
| Egain Corp CS (EGAN) | 0.2 | $9.6M | 935k | 10.29 | |
| Millerknoll CS (MLKN) | 0.2 | $9.4M | 516k | 18.28 | |
| Axogen CS (AXGN) | 0.1 | $6.6M | 202k | 32.73 | |
| Materialise Nv CS (MTLS) | 0.1 | $6.5M | 1.2M | 5.55 | |
| Yeti Hldgs CS (YETI) | 0.1 | $5.9M | 133k | 44.17 | |
| Globant Sa CS (GLOB) | 0.1 | $5.5M | 84k | 65.37 | |
| Inmode CS (INMD) | 0.1 | $4.2M | 283k | 14.69 | |
| Soundthinking CS (SSTI) | 0.0 | $1.6M | 196k | 8.03 | |
| Stoneridge CS (SRI) | 0.0 | $1.2M | 204k | 5.79 | |
| Apple CS (AAPL) | 0.0 | $417k | 1.5k | 271.86 | |
| Microsoft Corp CS (MSFT) | 0.0 | $325k | 672.00 | 483.62 | |
| Broadcom CS (AVGO) | 0.0 | $309k | 893.00 | 346.10 |
