Disciplined Growth Investors as of Dec. 31, 2010
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 98 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 4.5 | $80M | 1.6M | 49.30 | |
| Edwards Lifesciences (EW) | 4.4 | $78M | 968k | 80.84 | |
| Plexus (PLXS) | 4.3 | $76M | 2.5M | 30.94 | |
| Trimble Navigation (TRMB) | 3.8 | $68M | 1.7M | 39.93 | |
| Open Text Corp (OTEX) | 3.7 | $67M | 1.5M | 46.06 | |
| Eaton Corporation | 3.4 | $60M | 591k | 101.51 | |
| TJX Companies (TJX) | 3.3 | $59M | 1.3M | 44.39 | |
| Plantronics | 2.9 | $52M | 1.4M | 37.22 | |
| ARM Holdings | 2.8 | $51M | 2.5M | 20.75 | |
| Middleby Corporation (MIDD) | 2.6 | $48M | 563k | 84.42 | |
| FactSet Research Systems (FDS) | 2.4 | $42M | 452k | 93.76 | |
| Royal Caribbean Cruises (RCL) | 2.3 | $42M | 885k | 47.00 | |
| tw tele | 2.3 | $41M | 2.4M | 17.05 | |
| Limited Brands | 2.0 | $37M | 1.2M | 30.73 | |
| Cabela's Incorporated | 2.0 | $36M | 1.7M | 21.75 | |
| Ethan Allen Interiors (ETD) | 2.0 | $35M | 1.8M | 20.01 | |
| Akamai Technologies (AKAM) | 1.9 | $35M | 740k | 47.05 | |
| Yahoo! | 1.9 | $34M | 2.0M | 16.63 | |
| Polo Ralph Lauren Corporation | 1.8 | $33M | 293k | 110.92 | |
| Cheesecake Factory Incorporated (CAKE) | 1.8 | $32M | 1.0M | 30.66 | |
| Autodesk (ADSK) | 1.7 | $31M | 806k | 38.20 | |
| Select Comfort | 1.7 | $31M | 3.4M | 9.13 | |
| Apple (AAPL) | 1.6 | $29M | 90k | 322.56 | |
| Seagate Technology Com Stk | 1.6 | $29M | 1.9M | 15.03 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $28M | 904k | 30.78 | |
| Landstar System (LSTR) | 1.5 | $28M | 673k | 40.94 | |
| Garmin (GRMN) | 1.5 | $28M | 890k | 30.99 | |
| Varian Medical Systems | 1.5 | $27M | 386k | 69.28 | |
| DreamWorks Animation SKG | 1.4 | $25M | 854k | 29.47 | |
| Janus Capital | 1.4 | $25M | 1.9M | 12.97 | |
| Gentex Corporation (GNTX) | 1.2 | $22M | 746k | 29.56 | |
| ViroPharma Incorporated | 1.2 | $22M | 1.3M | 17.32 | |
| Corporate Executive Board Company | 1.2 | $22M | 573k | 37.55 | |
| ViaSat (VSAT) | 1.2 | $21M | 475k | 44.41 | |
| Aruba Networks | 1.2 | $21M | 1.0M | 20.88 | |
| DTS | 1.1 | $21M | 418k | 49.05 | |
| Ceva (CEVA) | 1.1 | $20M | 981k | 20.50 | |
| NutriSystem | 1.0 | $18M | 870k | 21.03 | |
| Synaptics, Incorporated (SYNA) | 1.0 | $18M | 602k | 29.38 | |
| Lincoln National Corporation (LNC) | 1.0 | $17M | 625k | 27.81 | |
| Intuitive Surgical (ISRG) | 0.9 | $17M | 65k | 257.75 | |
| Noble Corporation Com Stk | 0.8 | $15M | 418k | 35.77 | |
| Stratasys | 0.8 | $14M | 437k | 32.64 | |
| Paychex (PAYX) | 0.8 | $13M | 434k | 30.91 | |
| Amerigon Incorporated | 0.8 | $14M | 1.2M | 10.88 | |
| Bottomline Technologies | 0.7 | $13M | 595k | 21.71 | |
| Microchip Technology (MCHP) | 0.7 | $12M | 364k | 34.21 | |
| Stamps | 0.6 | $12M | 868k | 13.25 | |
| Aviat Networks | 0.6 | $12M | 2.3M | 5.07 | |
| Dendreon Corporation | 0.6 | $10M | 295k | 34.92 | |
| Advanced Micro Devices (AMD) | 0.6 | $10M | 1.2M | 8.18 | |
| Ceradyne | 0.6 | $9.9M | 314k | 31.53 | |
| Genzyme Corporation | 0.5 | $9.3M | 131k | 71.20 | |
| Align Technology (ALGN) | 0.5 | $8.3M | 427k | 19.54 | |
| Ultimate Software | 0.4 | $7.9M | 163k | 48.63 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $7.7M | 106k | 73.12 | |
| Pctel | 0.4 | $7.3M | 1.2M | 6.00 | |
| Advent Software | 0.4 | $7.1M | 123k | 57.92 | |
| Medidata Solutions | 0.4 | $7.1M | 296k | 23.88 | |
| Sigma Designs | 0.4 | $6.8M | 482k | 14.17 | |
| JetBlue Airways Corporation (JBLU) | 0.4 | $6.7M | 1.0M | 6.61 | |
| Mercury Computer Systems (MRCY) | 0.3 | $6.2M | 335k | 18.38 | |
| Key Technology | 0.3 | $5.8M | 338k | 17.01 | |
| CoStar (CSGP) | 0.3 | $5.2M | 90k | 57.56 | |
| IRIS International | 0.3 | $5.2M | 507k | 10.23 | |
| VASCO Data Security International | 0.3 | $4.6M | 563k | 8.13 | |
| Investment Technology | 0.2 | $4.5M | 273k | 16.37 | |
| Cbeyond | 0.2 | $4.3M | 279k | 15.28 | |
| Baker Hughes Incorporated | 0.2 | $4.1M | 72k | 57.17 | |
| LeapFrog Enterprises | 0.2 | $4.1M | 735k | 5.55 | |
| Palomar Medical Technologies | 0.2 | $4.1M | 285k | 14.21 | |
| NuVasive | 0.2 | $3.5M | 137k | 25.65 | |
| Rosetta Stone | 0.2 | $3.5M | 167k | 21.22 | |
| Telvent Git Alcobendas Com Stk | 0.2 | $3.3M | 123k | 26.42 | |
| Imperial Sugar Company | 0.2 | $3.0M | 223k | 13.37 | |
| SurModics (SRDX) | 0.2 | $3.1M | 259k | 11.87 | |
| E TRADE Financial Corporation | 0.2 | $2.8M | 176k | 16.00 | |
| Neutral Tandem | 0.2 | $2.9M | 203k | 14.44 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $2.6M | 33k | 78.25 | |
| Incyte Corporation (INCY) | 0.1 | $2.4M | 143k | 16.56 | |
| Nautilus (BFXXQ) | 0.1 | $1.9M | 1.1M | 1.78 | |
| Spectranetics Corporation | 0.1 | $2.0M | 386k | 5.16 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 42k | 32.50 | |
| ValueVision Media | 0.1 | $1.4M | 222k | 6.11 | |
| Presstek | 0.1 | $855k | 385k | 2.22 | |
| Emerson Electric (EMR) | 0.0 | $646k | 11k | 57.17 | |
| Honeywell International (HON) | 0.0 | $637k | 12k | 53.16 | |
| Chevron Corporation (CVX) | 0.0 | $596k | 6.5k | 91.24 | |
| Coca-Cola Company (KO) | 0.0 | $289k | 4.4k | 65.68 | |
| Pfizer (PFE) | 0.0 | $290k | 17k | 17.48 | |
| 3M Company (MMM) | 0.0 | $404k | 4.7k | 86.25 | |
| Helix Energy Solutions (HLX) | 0.0 | $325k | 27k | 12.13 | |
| Level 3 Communications | 0.0 | $163k | 166k | 0.98 | |
| Imation | 0.0 | $205k | 20k | 10.29 | |
| Enbridge Energy Partners | 0.0 | $206k | 3.3k | 62.42 | |
| Simon Property (SPG) | 0.0 | $229k | 2.3k | 99.57 | |
| Artio International Eqy Ii-i | 0.0 | $136k | 11k | 12.47 | |
| Advanced Life Sciences Holdings (ADLS) | 0.0 | $19k | 642k | 0.03 |
