Disciplined Growth Investors as of June 30, 2013
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.7 | $144M | 2.9M | 50.06 | |
| Cabela's Incorporated | 4.1 | $126M | 1.9M | 64.76 | |
| Intuit (INTU) | 4.0 | $125M | 2.0M | 61.04 | |
| Open Text Corp (OTEX) | 3.9 | $120M | 1.8M | 68.47 | |
| Seagate Technology Com Stk | 3.8 | $117M | 2.6M | 44.83 | |
| Middleby Corporation (MIDD) | 3.6 | $111M | 655k | 170.09 | |
| Eaton (ETN) | 3.5 | $107M | 1.6M | 65.81 | |
| Trimble Navigation (TRMB) | 3.4 | $104M | 4.0M | 25.99 | |
| Select Comfort | 3.2 | $98M | 3.9M | 25.05 | |
| Plexus (PLXS) | 3.1 | $97M | 3.2M | 29.89 | |
| Edwards Lifesciences (EW) | 2.8 | $86M | 1.3M | 67.20 | |
| L Brands | 2.7 | $83M | 1.7M | 49.25 | |
| Plantronics | 2.4 | $74M | 1.7M | 43.92 | |
| tw tele | 2.3 | $70M | 2.5M | 28.14 | |
| Ralph Lauren Corp (RL) | 2.3 | $70M | 403k | 173.74 | |
| Ethan Allen Interiors (ETD) | 2.2 | $67M | 2.3M | 28.80 | |
| Akamai Technologies (AKAM) | 2.1 | $67M | 1.6M | 42.55 | |
| FactSet Research Systems (FDS) | 2.1 | $66M | 648k | 101.94 | |
| Autodesk (ADSK) | 2.1 | $64M | 1.9M | 33.94 | |
| Yahoo! | 2.0 | $63M | 2.5M | 25.13 | |
| Corporate Executive Board Company | 1.7 | $53M | 836k | 63.22 | |
| Varian Medical Systems | 1.6 | $51M | 754k | 67.45 | |
| Landstar System (LSTR) | 1.6 | $51M | 982k | 51.50 | |
| Gentex Corporation (GNTX) | 1.6 | $50M | 2.2M | 23.05 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $47M | 1.1M | 41.89 | |
| Noble Corporation Com Stk | 1.5 | $47M | 1.2M | 37.58 | |
| Intuitive Surgical (ISRG) | 1.4 | $45M | 89k | 506.13 | |
| Garmin (GRMN) | 1.4 | $45M | 1.2M | 36.17 | |
| Align Technology (ALGN) | 1.4 | $44M | 1.2M | 37.04 | |
| Royal Caribbean Cruises (RCL) | 1.4 | $42M | 1.3M | 33.34 | |
| ViaSat (VSAT) | 1.3 | $40M | 555k | 71.46 | |
| ARM Holdings | 1.2 | $38M | 1.0M | 36.23 | |
| Microchip Technology (MCHP) | 1.1 | $36M | 957k | 37.25 | |
| DreamWorks Animation SKG | 1.1 | $33M | 1.3M | 25.66 | |
| Gra (GGG) | 1.0 | $30M | 473k | 63.21 | |
| Stamps | 0.9 | $29M | 726k | 39.39 | |
| JetBlue Airways Corporation (JBLU) | 0.9 | $27M | 4.2M | 6.29 | |
| TCF Financial Corporation | 0.8 | $26M | 1.8M | 14.18 | |
| Dolby Laboratories (DLB) | 0.8 | $24M | 730k | 33.45 | |
| Ihs | 0.8 | $25M | 235k | 104.38 | |
| Paychex (PAYX) | 0.8 | $24M | 644k | 36.51 | |
| Janus Capital | 0.8 | $24M | 2.8M | 8.51 | |
| Ultra Petroleum | 0.7 | $22M | 1.1M | 19.82 | |
| Myriad Genetics (MYGN) | 0.7 | $21M | 775k | 26.87 | |
| ViroPharma Incorporated | 0.7 | $20M | 705k | 28.65 | |
| Synaptics, Incorporated (SYNA) | 0.6 | $20M | 513k | 38.56 | |
| E TRADE Financial Corporation | 0.6 | $19M | 1.5M | 12.66 | |
| Gentherm (THRM) | 0.6 | $20M | 1.1M | 18.57 | |
| Stratasys (SSYS) | 0.6 | $19M | 232k | 83.74 | |
| Brady Corporation (BRC) | 0.6 | $19M | 622k | 30.73 | |
| Medidata Solutions | 0.6 | $19M | 245k | 77.45 | |
| Lumber Liquidators Holdings (LL) | 0.6 | $17M | 218k | 77.87 | |
| Ceva (CEVA) | 0.5 | $16M | 799k | 19.36 | |
| Aruba Networks | 0.5 | $15M | 1.0M | 15.36 | |
| Apple (AAPL) | 0.5 | $14M | 36k | 396.54 | |
| iRobot Corporation (IRBT) | 0.4 | $13M | 324k | 39.77 | |
| Bottomline Technologies | 0.4 | $13M | 503k | 25.29 | |
| Trex Company (TREX) | 0.4 | $11M | 233k | 47.49 | |
| Nautilus (BFXXQ) | 0.3 | $11M | 1.2M | 8.69 | |
| CoStar (CSGP) | 0.3 | $9.7M | 76k | 129.08 | |
| Ultimate Software | 0.3 | $9.8M | 83k | 117.29 | |
| Pctel | 0.3 | $9.0M | 1.1M | 8.48 | |
| Advent Software | 0.2 | $7.3M | 208k | 35.06 | |
| DTS | 0.2 | $7.3M | 357k | 20.58 | |
| Aviat Networks | 0.2 | $7.0M | 2.7M | 2.62 | |
| Liquidity Services (LQDT) | 0.2 | $6.1M | 175k | 34.67 | |
| LeapFrog Enterprises | 0.2 | $6.2M | 632k | 9.84 | |
| Comscore | 0.2 | $6.0M | 246k | 24.39 | |
| Spectranetics Corporation | 0.2 | $6.0M | 321k | 18.68 | |
| Capella Education Company | 0.1 | $4.3M | 103k | 41.65 | |
| SurModics (SRDX) | 0.1 | $4.4M | 222k | 20.01 | |
| Key Technology | 0.1 | $4.2M | 292k | 14.45 | |
| VASCO Data Security International | 0.1 | $3.7M | 446k | 8.31 | |
| Cbeyond | 0.1 | $3.3M | 417k | 7.84 | |
| Super Micro Computer (SMCI) | 0.1 | $3.3M | 310k | 10.64 | |
| Investment Technology | 0.1 | $3.1M | 224k | 13.98 | |
| NutriSystem | 0.1 | $3.2M | 268k | 11.78 | |
| Mercury Computer Systems (MRCY) | 0.1 | $2.6M | 284k | 9.22 | |
| NuVasive | 0.1 | $2.2M | 90k | 24.79 | |
| Rosetta Stone | 0.1 | $2.1M | 144k | 14.74 | |
| Cynosure | 0.1 | $1.7M | 64k | 25.97 | |
| Incyte Corporation (INCY) | 0.0 | $961k | 44k | 21.99 | |
| Target Corporation (TGT) | 0.0 | $888k | 13k | 68.84 | |
| Dendreon Corporation | 0.0 | $1.1M | 259k | 4.12 | |
| Inteliquent | 0.0 | $1.0M | 176k | 5.75 | |
| Emerson Electric (EMR) | 0.0 | $564k | 10k | 54.49 | |
| Chevron Corporation (CVX) | 0.0 | $385k | 3.3k | 118.46 | |
| Verizon Communications (VZ) | 0.0 | $292k | 5.8k | 50.34 |
