Disciplined Growth Investors as of Sept. 30, 2013
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 87 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.4 | $152M | 2.7M | 56.39 | |
| Intuit (INTU) | 3.9 | $134M | 2.0M | 66.31 | |
| Middleby Corporation (MIDD) | 3.9 | $133M | 638k | 208.91 | |
| Open Text Corp (OTEX) | 3.8 | $131M | 1.8M | 74.65 | |
| Cabela's Incorporated | 3.6 | $123M | 1.9M | 63.03 | |
| Trimble Navigation (TRMB) | 3.5 | $121M | 4.1M | 29.71 | |
| Plexus (PLXS) | 3.5 | $120M | 3.2M | 37.16 | |
| Seagate Technology Com Stk | 3.3 | $114M | 2.6M | 43.76 | |
| Eaton (ETN) | 3.3 | $112M | 1.6M | 68.84 | |
| L Brands | 3.0 | $104M | 1.7M | 61.10 | |
| Select Comfort | 2.8 | $95M | 3.9M | 24.35 | |
| Edwards Lifesciences (EW) | 2.7 | $91M | 1.3M | 69.63 | |
| Akamai Technologies (AKAM) | 2.4 | $82M | 1.6M | 51.70 | |
| Yahoo! | 2.4 | $82M | 2.5M | 33.17 | |
| Autodesk (ADSK) | 2.3 | $79M | 1.9M | 41.17 | |
| Plantronics | 2.3 | $78M | 1.7M | 46.05 | |
| tw tele | 2.1 | $74M | 2.5M | 29.86 | |
| FactSet Research Systems (FDS) | 2.1 | $71M | 648k | 109.10 | |
| Ralph Lauren Corp (RL) | 2.0 | $67M | 408k | 164.73 | |
| Ethan Allen Interiors (ETD) | 1.9 | $66M | 2.4M | 27.87 | |
| Corporate Executive Board Company | 1.8 | $60M | 824k | 72.62 | |
| Intuitive Surgical (ISRG) | 1.7 | $59M | 156k | 376.27 | |
| Align Technology (ALGN) | 1.7 | $58M | 1.2M | 48.10 | |
| Varian Medical Systems | 1.7 | $57M | 767k | 74.73 | |
| Garmin (GRMN) | 1.6 | $57M | 1.3M | 45.19 | |
| Landstar System (LSTR) | 1.6 | $56M | 996k | 55.98 | |
| Gentex Corporation (GNTX) | 1.6 | $55M | 2.2M | 25.59 | |
| Royal Caribbean Cruises (RCL) | 1.4 | $50M | 1.3M | 38.28 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $49M | 1.1M | 43.95 | |
| Noble Corporation Com Stk | 1.4 | $48M | 1.3M | 37.77 | |
| ARM Holdings | 1.3 | $45M | 926k | 48.12 | |
| Microchip Technology (MCHP) | 1.1 | $39M | 976k | 40.29 | |
| DreamWorks Animation SKG | 1.1 | $37M | 1.3M | 28.46 | |
| Gra (GGG) | 1.0 | $36M | 479k | 74.06 | |
| ViaSat (VSAT) | 1.0 | $35M | 545k | 63.64 | |
| Stamps | 1.0 | $33M | 715k | 45.93 | |
| D Tumi Holdings | 1.0 | $33M | 1.6M | 20.15 | |
| JetBlue Airways Corporation (JBLU) | 0.8 | $28M | 4.2M | 6.67 | |
| Ihs | 0.8 | $27M | 239k | 114.18 | |
| Paychex (PAYX) | 0.8 | $26M | 648k | 40.64 | |
| TCF Financial Corporation | 0.8 | $26M | 1.8M | 14.28 | |
| E TRADE Financial Corporation | 0.8 | $26M | 1.6M | 16.50 | |
| Dolby Laboratories (DLB) | 0.8 | $26M | 740k | 34.51 | |
| Janus Capital | 0.7 | $24M | 2.8M | 8.51 | |
| Medidata Solutions | 0.7 | $24M | 242k | 98.93 | |
| Lumber Liquidators Holdings (LL) | 0.7 | $24M | 223k | 106.65 | |
| Ultra Petroleum | 0.7 | $23M | 1.1M | 20.57 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $23M | 520k | 44.25 | |
| ViroPharma Incorporated | 0.6 | $22M | 551k | 39.26 | |
| Gentherm (THRM) | 0.6 | $20M | 1.0M | 19.09 | |
| Brady Corporation (BRC) | 0.6 | $20M | 643k | 30.50 | |
| Myriad Genetics (MYGN) | 0.5 | $19M | 795k | 23.50 | |
| Stratasys (SSYS) | 0.5 | $19M | 183k | 101.26 | |
| Aruba Networks | 0.5 | $17M | 1.0M | 16.64 | |
| Apple (AAPL) | 0.5 | $17M | 35k | 476.76 | |
| Bottomline Technologies | 0.4 | $14M | 512k | 27.88 | |
| Ceva (CEVA) | 0.4 | $14M | 794k | 17.25 | |
| CoStar (CSGP) | 0.4 | $13M | 75k | 167.91 | |
| Ultimate Software | 0.4 | $12M | 83k | 147.40 | |
| Trex Company (TREX) | 0.3 | $12M | 239k | 49.53 | |
| iRobot Corporation (IRBT) | 0.3 | $12M | 323k | 37.64 | |
| Pctel | 0.3 | $9.3M | 1.1M | 8.85 | |
| Nautilus (BFXXQ) | 0.3 | $9.0M | 1.2M | 7.22 | |
| DTS | 0.2 | $7.4M | 354k | 21.00 | |
| Comscore | 0.2 | $7.1M | 244k | 28.97 | |
| Aviat Networks | 0.2 | $6.8M | 2.7M | 2.57 | |
| Advent Software | 0.2 | $6.6M | 208k | 31.75 | |
| Capella Education Company | 0.2 | $5.8M | 102k | 56.56 | |
| Liquidity Services (LQDT) | 0.2 | $5.9M | 178k | 33.50 | |
| LeapFrog Enterprises | 0.2 | $5.9M | 628k | 9.42 | |
| SurModics (SRDX) | 0.2 | $5.4M | 228k | 23.78 | |
| Spectranetics Corporation | 0.2 | $5.4M | 322k | 16.80 | |
| Super Micro Computer (SMCI) | 0.1 | $4.2M | 314k | 13.54 | |
| Key Technology | 0.1 | $4.0M | 291k | 13.80 | |
| NutriSystem | 0.1 | $3.7M | 257k | 14.38 | |
| Investment Technology | 0.1 | $3.5M | 223k | 15.72 | |
| VASCO Data Security International | 0.1 | $3.6M | 454k | 7.89 | |
| Mercury Computer Systems (MRCY) | 0.1 | $2.8M | 281k | 9.99 | |
| Cbeyond | 0.1 | $2.7M | 424k | 6.41 | |
| Rosetta Stone | 0.1 | $2.3M | 144k | 16.23 | |
| NuVasive | 0.1 | $2.2M | 91k | 24.49 | |
| Incyte Corporation (INCY) | 0.1 | $1.7M | 44k | 38.15 | |
| Inteliquent | 0.1 | $1.7M | 175k | 9.66 | |
| Cynosure | 0.0 | $1.4M | 64k | 22.81 | |
| Emerson Electric (EMR) | 0.0 | $670k | 10k | 64.73 | |
| Dendreon Corporation | 0.0 | $757k | 258k | 2.93 | |
| Chevron Corporation (CVX) | 0.0 | $395k | 3.3k | 121.54 |
