Disciplined Growth Investors as of March 31, 2014
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 87 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.3 | $171M | 2.8M | 60.65 | |
| Middleby Corporation (MIDD) | 4.3 | $170M | 641k | 264.21 | |
| Open Text Corp (OTEX) | 4.3 | $169M | 3.5M | 47.71 | |
| Intuit (INTU) | 4.1 | $160M | 2.1M | 77.73 | |
| Trimble Navigation (TRMB) | 4.0 | $159M | 4.1M | 38.87 | |
| Seagate Technology Com Stk | 3.9 | $152M | 2.7M | 56.16 | |
| Plexus (PLXS) | 3.4 | $134M | 3.3M | 40.07 | |
| Cabela's Incorporated | 3.4 | $132M | 2.0M | 65.51 | |
| Edwards Lifesciences (EW) | 2.7 | $107M | 1.4M | 74.17 | |
| L Brands | 2.6 | $101M | 1.8M | 56.77 | |
| Akamai Technologies (AKAM) | 2.5 | $99M | 1.7M | 58.21 | |
| Autodesk (ADSK) | 2.5 | $99M | 2.0M | 49.18 | |
| Eaton (ETN) | 2.4 | $95M | 1.3M | 75.12 | |
| Yahoo! | 2.3 | $92M | 2.5M | 35.90 | |
| Plantronics | 2.0 | $81M | 1.8M | 44.45 | |
| tw tele | 2.0 | $79M | 2.5M | 31.26 | |
| FactSet Research Systems (FDS) | 1.9 | $75M | 694k | 107.81 | |
| Intuitive Surgical (ISRG) | 1.9 | $74M | 169k | 437.99 | |
| Garmin (GRMN) | 1.9 | $73M | 1.3M | 55.26 | |
| Select Comfort | 1.9 | $73M | 4.0M | 18.08 | |
| Royal Caribbean Cruises (RCL) | 1.8 | $72M | 1.3M | 54.56 | |
| Gentex Corporation (GNTX) | 1.8 | $72M | 2.3M | 31.53 | |
| Ralph Lauren Corp (RL) | 1.8 | $70M | 435k | 160.93 | |
| Varian Medical Systems | 1.7 | $68M | 813k | 83.99 | |
| Corporate Executive Board Company | 1.6 | $65M | 876k | 74.23 | |
| Align Technology (ALGN) | 1.6 | $64M | 1.2M | 51.79 | |
| Noble Corp Plc equity | 1.6 | $64M | 1.9M | 32.74 | |
| Ethan Allen Interiors (ETD) | 1.6 | $63M | 2.5M | 25.45 | |
| Landstar System (LSTR) | 1.6 | $63M | 1.1M | 59.22 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $53M | 1.1M | 47.63 | |
| Microchip Technology (MCHP) | 1.2 | $48M | 1.0M | 47.76 | |
| ARM Holdings | 1.2 | $48M | 941k | 50.97 | |
| JetBlue Airways Corporation (JBLU) | 1.0 | $39M | 4.5M | 8.69 | |
| ViaSat (VSAT) | 1.0 | $39M | 571k | 69.04 | |
| D Tumi Holdings | 1.0 | $39M | 1.7M | 22.63 | |
| E TRADE Financial Corporation | 1.0 | $39M | 1.7M | 23.02 | |
| Gra (GGG) | 1.0 | $38M | 505k | 74.74 | |
| DreamWorks Animation SKG | 0.9 | $37M | 1.4M | 26.55 | |
| Teradata Corporation (TDC) | 0.9 | $35M | 709k | 49.19 | |
| Dolby Laboratories (DLB) | 0.9 | $34M | 770k | 44.50 | |
| Ultra Petroleum | 0.8 | $33M | 1.2M | 26.89 | |
| Gentherm (THRM) | 0.8 | $34M | 966k | 34.72 | |
| Janus Capital | 0.8 | $32M | 3.0M | 10.87 | |
| TCF Financial Corporation | 0.8 | $32M | 1.9M | 16.66 | |
| Ihs | 0.8 | $31M | 251k | 121.50 | |
| Paychex (PAYX) | 0.8 | $29M | 689k | 42.60 | |
| Myriad Genetics (MYGN) | 0.8 | $30M | 867k | 34.19 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $29M | 487k | 60.02 | |
| Stamps | 0.6 | $23M | 680k | 33.56 | |
| Lumber Liquidators Holdings (LL) | 0.5 | $19M | 206k | 93.80 | |
| Brady Corporation (BRC) | 0.5 | $19M | 712k | 27.15 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $19M | 219k | 85.80 | |
| Medidata Solutions | 0.5 | $18M | 336k | 54.34 | |
| Stratasys (SSYS) | 0.5 | $18M | 170k | 106.09 | |
| Aruba Networks | 0.5 | $18M | 950k | 18.75 | |
| Apple (AAPL) | 0.4 | $17M | 32k | 536.73 | |
| Bottomline Technologies | 0.4 | $17M | 480k | 35.15 | |
| Trex Company (TREX) | 0.4 | $17M | 225k | 73.16 | |
| Ceva (CEVA) | 0.3 | $13M | 741k | 17.56 | |
| CoStar (CSGP) | 0.3 | $13M | 68k | 186.74 | |
| iRobot Corporation (IRBT) | 0.3 | $12M | 301k | 41.05 | |
| Nautilus (BFXXQ) | 0.3 | $11M | 1.2M | 9.63 | |
| Ultimate Software | 0.3 | $10M | 75k | 137.00 | |
| Spectranetics Corporation | 0.2 | $9.0M | 296k | 30.31 | |
| Pctel | 0.2 | $8.7M | 995k | 8.73 | |
| Comscore | 0.2 | $7.6M | 230k | 32.79 | |
| DTS | 0.2 | $6.6M | 332k | 19.76 | |
| Capella Education Company | 0.1 | $6.0M | 95k | 63.15 | |
| Advent Software | 0.1 | $5.7M | 194k | 29.36 | |
| Super Micro Computer (SMCI) | 0.1 | $5.1M | 293k | 17.37 | |
| SurModics (SRDX) | 0.1 | $4.8M | 214k | 22.60 | |
| Liquidity Services (LQDT) | 0.1 | $4.4M | 170k | 26.05 | |
| LeapFrog Enterprises | 0.1 | $4.5M | 595k | 7.50 | |
| Investment Technology | 0.1 | $4.1M | 203k | 20.20 | |
| Mercury Computer Systems (MRCY) | 0.1 | $3.5M | 264k | 13.21 | |
| Key Technology | 0.1 | $3.6M | 274k | 13.25 | |
| NuVasive | 0.1 | $3.1M | 81k | 38.41 | |
| VASCO Data Security International | 0.1 | $3.2M | 428k | 7.54 | |
| Cbeyond | 0.1 | $2.7M | 377k | 7.25 | |
| Panhandle Oil and Gas | 0.1 | $2.6M | 59k | 43.61 | |
| Inteliquent | 0.1 | $2.4M | 167k | 14.53 | |
| Aviat Networks | 0.1 | $2.0M | 1.2M | 1.59 | |
| Cynosure | 0.0 | $1.7M | 58k | 29.30 | |
| Rosetta Stone | 0.0 | $1.5M | 136k | 11.22 | |
| Emerson Electric (EMR) | 0.0 | $702k | 11k | 66.79 | |
| Chevron Corporation (CVX) | 0.0 | $386k | 3.3k | 118.77 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $203k | 2.7k | 75.19 |
