Disciplined Growth Investors as of March 31, 2011
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 104 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Open Text Corp (OTEX) | 4.5 | $86M | 1.4M | 62.32 | |
| Trimble Navigation (TRMB) | 4.3 | $82M | 1.6M | 50.54 | |
| Plexus (PLXS) | 4.3 | $82M | 2.3M | 35.06 | |
| Intuit (INTU) | 4.2 | $80M | 1.5M | 53.11 | |
| Edwards Lifesciences (EW) | 4.1 | $78M | 898k | 87.00 | |
| ARM Holdings | 3.5 | $66M | 2.3M | 28.17 | |
| TJX Companies (TJX) | 3.2 | $61M | 1.2M | 49.73 | |
| Eaton Corporation | 3.2 | $61M | 1.1M | 55.44 | |
| Middleby Corporation (MIDD) | 2.6 | $50M | 536k | 93.12 | |
| Plantronics | 2.6 | $49M | 1.3M | 36.62 | |
| tw tele | 2.3 | $44M | 2.3M | 19.20 | |
| FactSet Research Systems (FDS) | 2.3 | $44M | 418k | 104.73 | |
| Cabela's Incorporated | 2.1 | $40M | 1.6M | 25.01 | |
| Select Comfort | 2.1 | $39M | 3.3M | 12.06 | |
| Ethan Allen Interiors (ETD) | 2.0 | $37M | 1.7M | 21.90 | |
| Limited Brands | 1.9 | $37M | 1.1M | 32.88 | |
| Royal Caribbean Cruises (RCL) | 1.8 | $34M | 827k | 41.26 | |
| Polo Ralph Lauren Corporation | 1.8 | $34M | 275k | 123.65 | |
| Autodesk (ADSK) | 1.8 | $34M | 759k | 44.11 | |
| Yahoo! | 1.7 | $32M | 1.9M | 16.68 | |
| Cheesecake Factory Incorporated (CAKE) | 1.6 | $30M | 1.0M | 30.09 | |
| Apple (AAPL) | 1.6 | $30M | 85k | 348.51 | |
| Landstar System (LSTR) | 1.5 | $29M | 632k | 45.68 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $29M | 862k | 33.16 | |
| Garmin (GRMN) | 1.5 | $29M | 843k | 33.86 | |
| Seagate Technology Com Stk | 1.4 | $27M | 1.8M | 14.41 | |
| Aruba Networks | 1.4 | $27M | 783k | 33.84 | |
| Akamai Technologies (AKAM) | 1.4 | $26M | 693k | 38.00 | |
| Ceva (CEVA) | 1.4 | $26M | 968k | 26.73 | |
| ViroPharma Incorporated | 1.3 | $25M | 1.2M | 19.90 | |
| Varian Medical Systems | 1.3 | $25M | 362k | 67.64 | |
| Janus Capital | 1.2 | $23M | 1.8M | 12.47 | |
| Corporate Executive Board Company | 1.2 | $23M | 557k | 40.37 | |
| DreamWorks Animation SKG | 1.2 | $22M | 803k | 27.93 | |
| Gentex Corporation (GNTX) | 1.1 | $21M | 698k | 30.25 | |
| Stratasys | 1.1 | $20M | 435k | 47.00 | |
| Intuitive Surgical (ISRG) | 1.1 | $20M | 60k | 333.46 | |
| DTS | 1.0 | $20M | 418k | 46.63 | |
| ViaSat (VSAT) | 1.0 | $19M | 472k | 39.84 | |
| Amerigon Incorporated | 1.0 | $19M | 1.2M | 15.27 | |
| Noble Corporation Com Stk | 1.0 | $18M | 398k | 45.62 | |
| Lincoln National Corporation (LNC) | 0.9 | $17M | 581k | 30.04 | |
| Synaptics, Incorporated (SYNA) | 0.9 | $16M | 600k | 27.02 | |
| Bottomline Technologies | 0.8 | $15M | 593k | 25.11 | |
| Ceradyne | 0.8 | $14M | 312k | 45.08 | |
| Microchip Technology (MCHP) | 0.7 | $13M | 344k | 38.01 | |
| Paychex (PAYX) | 0.7 | $13M | 408k | 31.39 | |
| NutriSystem | 0.6 | $12M | 827k | 14.49 | |
| Stamps | 0.6 | $12M | 866k | 13.35 | |
| Aviat Networks | 0.6 | $11M | 2.1M | 5.17 | |
| Dendreon Corporation | 0.6 | $11M | 295k | 37.43 | |
| Genzyme Corporation | 0.5 | $9.9M | 131k | 76.16 | |
| Advanced Micro Devices (AMD) | 0.5 | $9.8M | 1.1M | 8.60 | |
| Ultimate Software | 0.5 | $9.5M | 162k | 58.75 | |
| Pctel | 0.5 | $9.3M | 1.2M | 7.67 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $8.7M | 104k | 84.13 | |
| Align Technology (ALGN) | 0.5 | $8.7M | 426k | 20.48 | |
| VASCO Data Security International | 0.4 | $7.7M | 560k | 13.73 | |
| Medidata Solutions | 0.4 | $7.5M | 295k | 25.57 | |
| Advent Software | 0.4 | $7.0M | 245k | 28.69 | |
| Mercury Computer Systems (MRCY) | 0.4 | $7.1M | 334k | 21.16 | |
| Key Technology | 0.4 | $6.8M | 336k | 20.21 | |
| Sigma Designs | 0.3 | $6.2M | 482k | 12.95 | |
| JetBlue Airways Corporation (JBLU) | 0.3 | $5.9M | 938k | 6.27 | |
| CoStar (CSGP) | 0.3 | $5.6M | 90k | 62.68 | |
| Baker Hughes Incorporated | 0.3 | $5.3M | 72k | 73.43 | |
| Investment Technology | 0.3 | $5.0M | 273k | 18.19 | |
| IRIS International | 0.2 | $4.5M | 504k | 9.02 | |
| Palomar Medical Technologies | 0.2 | $4.2M | 283k | 14.85 | |
| Telvent Git Alcobendas Com Stk | 0.2 | $3.6M | 123k | 29.11 | |
| Capella Education Company | 0.2 | $3.5M | 71k | 49.79 | |
| NuVasive | 0.2 | $3.5M | 137k | 25.32 | |
| Cbeyond | 0.2 | $3.2M | 279k | 11.67 | |
| LeapFrog Enterprises | 0.2 | $3.2M | 733k | 4.32 | |
| SurModics (SRDX) | 0.2 | $3.2M | 258k | 12.50 | |
| Imperial Sugar Company | 0.2 | $3.0M | 222k | 13.34 | |
| Neutral Tandem | 0.2 | $3.0M | 203k | 14.75 | |
| Nautilus (BFXXQ) | 0.2 | $3.1M | 1.1M | 2.89 | |
| E TRADE Financial Corporation | 0.1 | $2.7M | 171k | 15.63 | |
| Incyte Corporation (INCY) | 0.1 | $2.2M | 138k | 15.85 | |
| Rosetta Stone | 0.1 | $2.2M | 166k | 13.21 | |
| Spectranetics Corporation | 0.1 | $1.8M | 384k | 4.71 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 41k | 34.56 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.5M | 24k | 60.91 | |
| ValueVision Media | 0.1 | $1.4M | 220k | 6.36 | |
| Target Corporation (TGT) | 0.1 | $960k | 19k | 50.00 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $960k | 11k | 84.21 | |
| Chevron Corporation (CVX) | 0.0 | $697k | 6.5k | 107.53 | |
| Honeywell International (HON) | 0.0 | $715k | 12k | 59.67 | |
| Presstek | 0.0 | $796k | 383k | 2.08 | |
| Emerson Electric (EMR) | 0.0 | $651k | 11k | 58.39 | |
| Coca-Cola Company (KO) | 0.0 | $292k | 4.4k | 66.36 | |
| Pfizer (PFE) | 0.0 | $337k | 17k | 20.32 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $423k | 3.2k | 132.56 | |
| 3M Company (MMM) | 0.0 | $438k | 4.7k | 93.51 | |
| Helix Energy Solutions (HLX) | 0.0 | $461k | 27k | 17.20 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $204k | 4.4k | 46.08 | |
| Level 3 Communications | 0.0 | $245k | 166k | 1.47 | |
| Imation | 0.0 | $222k | 20k | 11.14 | |
| Enbridge Energy Partners | 0.0 | $213k | 3.3k | 64.55 | |
| Simon Property (SPG) | 0.0 | $246k | 2.3k | 106.96 | |
| Artio International Eqy Ii-i | 0.0 | $139k | 11k | 12.75 | |
| Aecon Group (AEGXF) | 0.0 | $138k | 14k | 10.19 | |
| Advanced Life Sciences Hold | 0.0 | $5.1k | 21k | 0.24 |
