Disciplined Growth Investors as of March 31, 2026
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 61 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Garmin CS (GRMN) | 6.3 | $309M | 1.3M | 232.01 | |
| Plexus Corp CS (PLXS) | 6.2 | $303M | 1.5M | 202.54 | |
| Everpure Inc Cl A CS (PSTG) | 5.6 | $276M | 4.7M | 59.04 | |
| Expand Energy Corporation CS (EXE) | 5.3 | $261M | 2.4M | 109.78 | |
| Viasat CS (VSAT) | 5.3 | $259M | 5.7M | 45.80 | |
| Coterra Energy CS (CTRA) | 4.6 | $225M | 6.4M | 35.14 | |
| Arista Networks CS (ANET) | 4.6 | $222M | 1.8M | 122.78 | |
| Cognex Corp CS (CGNX) | 4.3 | $212M | 4.3M | 48.99 | |
| Akamai Technologies CS (AKAM) | 3.9 | $191M | 1.7M | 114.85 | |
| Semtech Corp CS (SMTC) | 3.5 | $170M | 2.2M | 76.89 | |
| Interdigital CS (IDCC) | 3.4 | $168M | 557k | 302.00 | |
| Proto Labs CS (PRLB) | 2.9 | $142M | 2.5M | 57.02 | |
| Alarm Com Hldgs CS (ALRM) | 2.9 | $141M | 3.3M | 43.19 | |
| Align Technology CS (ALGN) | 2.7 | $133M | 776k | 171.43 | |
| Super Micro Computer Inc Com N CS (SMCI) | 2.3 | $114M | 5.0M | 22.77 | |
| Generac Hldgs CS (GNRC) | 2.3 | $114M | 581k | 195.33 | |
| Snap On CS (SNA) | 2.3 | $112M | 308k | 363.22 | |
| Power Integrations CS (POWI) | 2.1 | $100M | 2.0M | 51.20 | |
| Gentex Corp CS (GNTX) | 2.0 | $99M | 4.5M | 21.85 | |
| Zeta Global Holdings Corp Cl A CS (ZETA) | 2.0 | $98M | 6.2M | 15.92 | |
| Core Laboratories CS (CLB) | 1.7 | $83M | 4.9M | 16.79 | |
| Microchip Technology CS (MCHP) | 1.6 | $81M | 1.2M | 64.61 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 1.6 | $76M | 1.3M | 60.06 | |
| Autodesk CS (ADSK) | 1.5 | $72M | 302k | 239.40 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 1.3 | $62M | 19M | 3.31 | |
| Ipg Photonics Corp CS (IPGP) | 1.2 | $61M | 529k | 114.59 | |
| Take-two Interactive Software CS (TTWO) | 1.2 | $57M | 290k | 197.50 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.1 | $56M | 1.1M | 50.80 | |
| Gartner CS (IT) | 1.1 | $54M | 339k | 158.34 | |
| Celsius Hldgs CS (CELH) | 1.0 | $51M | 1.4M | 35.48 | |
| Intuitive Surgical CS (ISRG) | 1.0 | $49M | 107k | 460.99 | |
| Sharkninja CS (SN) | 0.9 | $45M | 427k | 105.90 | |
| Sps Comm CS (SPSC) | 0.9 | $45M | 811k | 55.67 | |
| Kornit Digital CS (KRNT) | 0.9 | $44M | 3.0M | 14.66 | |
| Simpson Mfg CS (SSD) | 0.8 | $42M | 242k | 171.62 | |
| Intuit CS (INTU) | 0.8 | $38M | 87k | 432.38 | |
| Doubleverify Hldgs CS (DV) | 0.8 | $37M | 3.9M | 9.50 | |
| Lgi Homes CS (LGIH) | 0.6 | $29M | 722k | 39.53 | |
| Monday.com CS (MNDY) | 0.6 | $28M | 404k | 69.11 | |
| Graco CS (GGG) | 0.6 | $28M | 327k | 84.65 | |
| Trex CS (TREX) | 0.5 | $25M | 678k | 36.42 | |
| Dynatrace CS (DT) | 0.5 | $24M | 659k | 36.98 | |
| Powerfleet CS (AIOT) | 0.5 | $23M | 7.3M | 3.08 | |
| Gitlab CS (GTLB) | 0.4 | $20M | 910k | 21.64 | |
| Geospace Technologies Corp CS (GEOS) | 0.3 | $13M | 1.1M | 12.20 | |
| Paychex CS (PAYX) | 0.3 | $13M | 143k | 92.12 | |
| Yeti Hldgs CS (YETI) | 0.2 | $11M | 294k | 36.59 | |
| Weave Communications CS (WEAV) | 0.2 | $11M | 2.3M | 4.62 | |
| Progyny CS (PGNY) | 0.2 | $9.8M | 575k | 16.98 | |
| Ceva CS (CEVA) | 0.2 | $8.4M | 451k | 18.68 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.2 | $7.8M | 4.2M | 1.84 | |
| Millerknoll CS (MLKN) | 0.1 | $7.2M | 499k | 14.46 | |
| Egain Corp CS (EGAN) | 0.1 | $7.2M | 912k | 7.89 | |
| Axogen CS (AXGN) | 0.1 | $6.5M | 197k | 33.13 | |
| Materialise Nv CS (MTLS) | 0.1 | $5.6M | 1.1M | 4.94 | |
| Globant Sa CS (GLOB) | 0.1 | $3.8M | 82k | 46.11 | |
| Inmode CS (INMD) | 0.1 | $3.6M | 267k | 13.68 | |
| Mimedx Group CS (MDXG) | 0.1 | $2.5M | 639k | 3.95 | |
| Soundthinking CS (SSTI) | 0.0 | $1.3M | 197k | 6.62 | |
| Stoneridge CS (SRI) | 0.0 | $952k | 197k | 4.83 | |
| Apple CS (AAPL) | 0.0 | $252k | 992.00 | 253.79 |
