Disciplined Growth Investors as of June 30, 2011
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 100 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Open Text Corp (OTEX) | 4.7 | $103M | 1.6M | 64.02 | |
| Intuit (INTU) | 4.2 | $94M | 1.8M | 51.86 | |
| Edwards Lifesciences (EW) | 4.2 | $93M | 1.1M | 87.18 | |
| Plexus (PLXS) | 4.0 | $88M | 2.5M | 34.81 | |
| TJX Companies (TJX) | 3.7 | $82M | 1.6M | 52.53 | |
| ARM Holdings | 3.6 | $80M | 2.8M | 28.43 | |
| Trimble Navigation (TRMB) | 3.4 | $74M | 1.9M | 39.64 | |
| Eaton Corporation | 3.3 | $74M | 1.4M | 51.45 | |
| Select Comfort | 2.9 | $63M | 3.5M | 17.98 | |
| Middleby Corporation (MIDD) | 2.8 | $61M | 646k | 94.04 | |
| Limited Brands | 2.5 | $56M | 1.5M | 38.45 | |
| FactSet Research Systems (FDS) | 2.5 | $56M | 546k | 102.32 | |
| Plantronics | 2.4 | $53M | 1.5M | 36.53 | |
| tw tele | 2.4 | $52M | 2.5M | 20.53 | |
| Cabela's Incorporated | 2.2 | $49M | 1.8M | 27.15 | |
| Ralph Lauren Corp (RL) | 2.1 | $48M | 358k | 132.61 | |
| Ethan Allen Interiors (ETD) | 1.9 | $41M | 1.9M | 21.29 | |
| Royal Caribbean Cruises (RCL) | 1.8 | $41M | 1.1M | 37.64 | |
| Autodesk (ADSK) | 1.7 | $39M | 999k | 38.60 | |
| Apple (AAPL) | 1.7 | $39M | 115k | 335.67 | |
| Landstar System (LSTR) | 1.7 | $38M | 823k | 46.48 | |
| Seagate Technology Com Stk | 1.7 | $38M | 2.3M | 16.16 | |
| Yahoo! | 1.6 | $36M | 2.4M | 15.04 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $35M | 1.1M | 31.45 | |
| Garmin (GRMN) | 1.6 | $36M | 1.1M | 33.03 | |
| Cheesecake Factory Incorporated (CAKE) | 1.6 | $35M | 1.1M | 31.37 | |
| Varian Medical Systems | 1.5 | $33M | 472k | 70.02 | |
| Corporate Executive Board Company | 1.4 | $32M | 732k | 43.65 | |
| Intuitive Surgical (ISRG) | 1.3 | $29M | 77k | 372.11 | |
| Akamai Technologies (AKAM) | 1.3 | $28M | 900k | 31.47 | |
| Gentex Corporation (GNTX) | 1.2 | $27M | 904k | 30.23 | |
| Ceva (CEVA) | 1.2 | $27M | 892k | 30.46 | |
| ViaSat (VSAT) | 1.0 | $23M | 533k | 43.27 | |
| Janus Capital | 1.0 | $23M | 2.4M | 9.44 | |
| ViroPharma Incorporated | 1.0 | $22M | 1.2M | 18.50 | |
| Lincoln National Corporation (LNC) | 1.0 | $22M | 755k | 28.49 | |
| Aruba Networks | 1.0 | $21M | 715k | 29.55 | |
| DreamWorks Animation SKG | 0.9 | $21M | 1.0M | 20.10 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.9 | $21M | 339k | 61.83 | |
| Noble Corporation Com Stk | 0.9 | $21M | 520k | 39.41 | |
| Amerigon Incorporated | 0.9 | $20M | 1.1M | 17.38 | |
| Microchip Technology (MCHP) | 0.8 | $17M | 457k | 37.91 | |
| Paychex (PAYX) | 0.8 | $17M | 546k | 30.72 | |
| Brady Corporation (BRC) | 0.7 | $16M | 494k | 32.06 | |
| Dolby Laboratories (DLB) | 0.7 | $16M | 367k | 42.46 | |
| NutriSystem | 0.7 | $16M | 1.1M | 14.06 | |
| DTS | 0.7 | $16M | 384k | 40.55 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $14M | 555k | 25.74 | |
| Stratasys | 0.6 | $14M | 415k | 33.70 | |
| Bottomline Technologies | 0.6 | $14M | 547k | 24.71 | |
| Advanced Micro Devices (AMD) | 0.5 | $12M | 1.7M | 6.99 | |
| Ceradyne | 0.5 | $11M | 290k | 38.99 | |
| Dendreon Corporation | 0.5 | $11M | 274k | 39.44 | |
| Stamps | 0.5 | $11M | 801k | 13.34 | |
| JetBlue Airways Corporation (JBLU) | 0.5 | $10M | 1.7M | 6.10 | |
| Aviat Networks | 0.5 | $10M | 2.5M | 3.94 | |
| Align Technology (ALGN) | 0.4 | $9.0M | 393k | 22.80 | |
| Ultimate Software | 0.4 | $8.2M | 151k | 54.43 | |
| Pctel | 0.3 | $7.4M | 1.1M | 6.48 | |
| Advent Software | 0.3 | $6.4M | 226k | 28.17 | |
| VASCO Data Security International | 0.3 | $6.4M | 518k | 12.45 | |
| Medidata Solutions | 0.3 | $6.5M | 272k | 23.87 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.7M | 70k | 81.39 | |
| Mercury Computer Systems (MRCY) | 0.3 | $5.7M | 308k | 18.68 | |
| Key Technology | 0.2 | $5.0M | 311k | 16.05 | |
| CoStar (CSGP) | 0.2 | $4.9M | 83k | 59.28 | |
| Capella Education Company | 0.2 | $4.5M | 109k | 41.85 | |
| IRIS International | 0.2 | $4.7M | 467k | 9.99 | |
| Telvent Git Alcobendas Com Stk | 0.2 | $4.5M | 113k | 39.80 | |
| NuVasive | 0.2 | $4.2M | 128k | 32.88 | |
| Imperial Sugar Company | 0.2 | $4.0M | 200k | 20.00 | |
| Investment Technology | 0.2 | $3.5M | 247k | 14.02 | |
| Sigma Designs | 0.2 | $3.4M | 449k | 7.64 | |
| Baker Hughes Incorporated | 0.1 | $3.4M | 46k | 72.57 | |
| Cbeyond | 0.1 | $3.4M | 258k | 13.21 | |
| Neutral Tandem | 0.1 | $3.3M | 189k | 17.42 | |
| E TRADE Financial Corporation | 0.1 | $3.0M | 220k | 13.80 | |
| LeapFrog Enterprises | 0.1 | $2.9M | 678k | 4.22 | |
| Palomar Medical Technologies | 0.1 | $2.9M | 256k | 11.28 | |
| Incyte Corporation (INCY) | 0.1 | $2.6M | 137k | 18.94 | |
| SurModics (SRDX) | 0.1 | $2.7M | 242k | 11.10 | |
| Rosetta Stone | 0.1 | $2.5M | 156k | 16.14 | |
| Spectranetics Corporation | 0.1 | $2.2M | 354k | 6.22 | |
| Nautilus (BFXXQ) | 0.1 | $2.0M | 990k | 2.00 | |
| Verizon Communications (VZ) | 0.1 | $1.7M | 45k | 37.22 | |
| ValueVision Media | 0.1 | $1.6M | 206k | 7.65 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | 41k | 32.83 | |
| Target Corporation (TGT) | 0.0 | $901k | 19k | 46.93 | |
| Chevron Corporation (CVX) | 0.0 | $667k | 6.5k | 102.90 | |
| Emerson Electric (EMR) | 0.0 | $638k | 11k | 56.21 | |
| Honeywell International (HON) | 0.0 | $714k | 12k | 59.59 | |
| Presstek | 0.0 | $612k | 375k | 1.63 | |
| Pfizer (PFE) | 0.0 | $342k | 17k | 20.62 | |
| 3M Company (MMM) | 0.0 | $444k | 4.7k | 94.79 | |
| Helix Energy Solutions (HLX) | 0.0 | $439k | 27k | 16.57 | |
| Coca-Cola Company (KO) | 0.0 | $296k | 4.4k | 67.27 | |
| Imation | 0.0 | $182k | 19k | 9.43 | |
| Simon Property (SPG) | 0.0 | $267k | 2.3k | 116.09 | |
| Artio International Eqy Ii-i | 0.0 | $138k | 11k | 12.66 | |
| Sanofi Aventis Wi Conval Rt | 0.0 | $270k | 112k | 2.41 |
