Disciplined Growth Investors as of June 30, 2026
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Plexus Corp CS (PLXS) | 7.3 | $433M | 1.4M | 300.67 | |
| Viasat CS (VSAT) | 7.2 | $426M | 4.7M | 89.81 | |
| Everpure Inc Cl A CS (P) | 6.2 | $366M | 4.6M | 78.79 | |
| Garmin CS (GRMN) | 5.3 | $315M | 1.3M | 237.54 | |
| Arista Networks CS (ANET) | 5.1 | $304M | 1.8M | 169.88 | |
| Cognex Corp CS (CGNX) | 5.1 | $300M | 4.1M | 72.42 | |
| Expand Energy Corporation CS (EXE) | 3.6 | $214M | 2.3M | 91.19 | |
| Proto Labs CS (PRLB) | 3.3 | $194M | 2.4M | 81.51 | |
| Akamai Technologies CS (AKAM) | 3.3 | $193M | 1.6M | 118.21 | |
| Devon Energy Corp CS (DVN) | 3.0 | $174M | 4.2M | 41.32 | |
| Alarm Com Hldgs CS (ALRM) | 2.8 | $168M | 3.6M | 46.72 | |
| Generac Hldgs CS (GNRC) | 2.8 | $164M | 559k | 292.81 | |
| Power Integrations CS (POWI) | 2.7 | $159M | 1.9M | 83.76 | |
| Semtech Corp CS (SMTC) | 2.6 | $155M | 955k | 161.85 | |
| Interdigital CS (IDCC) | 2.4 | $144M | 510k | 283.13 | |
| Zeta Global Holdings Corp Cl A CS (ZETA) | 2.3 | $133M | 6.8M | 19.68 | |
| Align Technology CS (ALGN) | 2.2 | $132M | 783k | 168.66 | |
| Snap On CS (SNA) | 2.1 | $123M | 305k | 402.40 | |
| Sps Comm CS (SPSC) | 2.1 | $121M | 2.1M | 57.17 | |
| Gentex Corp CS (GNTX) | 2.0 | $115M | 4.6M | 25.27 | |
| Sharkninja CS (SN) | 1.8 | $109M | 716k | 152.27 | |
| Doubleverify Hldgs CS (DV) | 1.8 | $105M | 9.7M | 10.84 | |
| Gitlab CS (GTLB) | 1.7 | $101M | 3.3M | 30.53 | |
| Monday.com CS (MNDY) | 1.5 | $92M | 1.3M | 72.39 | |
| Super Micro Computer Inc Com N CS (SMCI) | 1.3 | $78M | 2.7M | 29.33 | |
| Stitch Fix Inc Com Cl A CS (SFIX) | 1.3 | $78M | 19M | 4.11 | |
| Take-two Interactive Software CS (TTWO) | 1.2 | $73M | 292k | 249.98 | |
| Dolby Laboratories Inc Com Cl CS (DLB) | 1.1 | $66M | 1.2M | 52.58 | |
| Floor & Decor Hldgs Inc Cl A CS (FND) | 1.1 | $66M | 1.1M | 59.36 | |
| Ipg Photonics Corp CS (IPGP) | 1.1 | $62M | 531k | 117.32 | |
| Autodesk CS (ADSK) | 1.0 | $60M | 309k | 194.42 | |
| Lgi Homes CS (LGIH) | 0.9 | $52M | 815k | 63.68 | |
| Simpson Mfg CS (SSD) | 0.9 | $50M | 241k | 209.35 | |
| Kornit Digital CS (KRNT) | 0.8 | $49M | 3.0M | 16.25 | |
| Gartner CS (IT) | 0.8 | $45M | 345k | 129.62 | |
| Microchip Technology CS (MCHP) | 0.7 | $44M | 479k | 91.20 | |
| Celsius Hldgs CS (CELH) | 0.7 | $43M | 1.5M | 29.28 | |
| Intuitive Surgical CS (ISRG) | 0.7 | $42M | 106k | 397.68 | |
| Dynatrace CS (DT) | 0.7 | $40M | 909k | 43.91 | |
| Core Laboratories CS (CLB) | 0.6 | $35M | 3.0M | 11.65 | |
| Progyny CS (PGNY) | 0.6 | $34M | 1.2M | 28.83 | |
| Ceva CS (CEVA) | 0.5 | $31M | 663k | 47.16 | |
| Trex CS (TREX) | 0.5 | $30M | 592k | 50.04 | |
| Veeva Sys Inc Cl A CS (VEEV) | 0.4 | $25M | 141k | 177.47 | |
| Graco CS (GGG) | 0.4 | $24M | 322k | 75.61 | |
| Powerfleet CS (AIOT) | 0.4 | $24M | 6.3M | 3.83 | |
| Intuit CS (INTU) | 0.4 | $23M | 86k | 261.00 | |
| Weave Communications CS (WEAV) | 0.3 | $18M | 3.0M | 5.99 | |
| Ziprecruiter Inc Cl A CS (ZIP) | 0.3 | $15M | 4.1M | 3.75 | |
| Paychex CS (PAYX) | 0.3 | $15M | 152k | 98.33 | |
| Materialise Nv CS (MTLS) | 0.3 | $15M | 2.0M | 7.43 | |
| Yeti Hldgs CS (YETI) | 0.2 | $15M | 295k | 49.56 | |
| Axogen CS (AXGN) | 0.1 | $5.9M | 128k | 46.19 | |
| Inmode CS (INMD) | 0.1 | $4.7M | 319k | 14.62 | |
| Globant Sa CS (GLOB) | 0.0 | $2.9M | 100k | 28.94 | |
| Mimedx Group CS (MDXG) | 0.0 | $2.3M | 588k | 3.85 | |
| Apple CS (AAPL) | 0.0 | $287k | 992.00 | 289.36 | |
| Ccc Intelligent Solutions Hold CS (CCC) | 0.0 | $180k | 35k | 5.16 |
