Disciplined Growth Investors as of March 31, 2014
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 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) | 4.6 | $126M | 2.7M | 46.75 | |
| Intuit (INTU) | 4.5 | $122M | 1.9M | 65.66 | |
| Trimble Navigation (TRMB) | 4.0 | $111M | 3.7M | 29.98 | |
| Cabela's Incorporated | 4.0 | $111M | 1.8M | 60.78 | |
| Open Text Corp (OTEX) | 3.5 | $96M | 1.6M | 59.02 | |
| Edwards Lifesciences (EW) | 3.5 | $96M | 1.2M | 82.16 | |
| Middleby Corporation (MIDD) | 3.4 | $93M | 614k | 152.15 | |
| Eaton (ETN) | 3.3 | $90M | 1.5M | 61.25 | |
| Seagate Technology Com Stk | 3.3 | $90M | 2.4M | 36.55 | |
| Plexus (PLXS) | 2.7 | $74M | 3.0M | 24.31 | |
| Select Comfort | 2.7 | $73M | 3.7M | 19.77 | |
| Plantronics | 2.6 | $71M | 1.6M | 44.19 | |
| Ethan Allen Interiors (ETD) | 2.6 | $70M | 2.1M | 32.92 | |
| Autodesk (ADSK) | 2.5 | $69M | 1.7M | 41.25 | |
| L Brands | 2.5 | $69M | 1.5M | 44.66 | |
| Ralph Lauren Corp (RL) | 2.3 | $63M | 370k | 169.31 | |
| ARM Holdings | 2.2 | $60M | 1.4M | 42.37 | |
| tw tele | 2.2 | $59M | 2.4M | 25.19 | |
| Yahoo! | 2.1 | $58M | 2.5M | 23.53 | |
| FactSet Research Systems (FDS) | 2.0 | $55M | 592k | 92.60 | |
| Akamai Technologies (AKAM) | 1.8 | $50M | 1.4M | 35.32 | |
| Landstar System (LSTR) | 1.8 | $50M | 878k | 57.09 | |
| Varian Medical Systems | 1.8 | $48M | 673k | 72.00 | |
| Corporate Executive Board Company | 1.6 | $45M | 767k | 58.16 | |
| Noble Corp Plc equity | 1.6 | $43M | 1.1M | 38.15 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $41M | 1.1M | 38.61 | |
| Intuitive Surgical (ISRG) | 1.4 | $40M | 81k | 491.19 | |
| Gentex Corporation (GNTX) | 1.4 | $40M | 2.0M | 20.01 | |
| Royal Caribbean Cruises (RCL) | 1.4 | $38M | 1.1M | 33.22 | |
| Garmin (GRMN) | 1.4 | $38M | 1.2M | 33.05 | |
| Align Technology (ALGN) | 1.4 | $37M | 1.1M | 33.51 | |
| Microchip Technology (MCHP) | 1.2 | $32M | 866k | 36.77 | |
| JetBlue Airways Corporation (JBLU) | 0.9 | $26M | 3.7M | 6.90 | |
| ViaSat (VSAT) | 0.9 | $25M | 521k | 48.44 | |
| TCF Financial Corporation | 0.9 | $25M | 1.6M | 14.96 | |
| Gra (GGG) | 0.9 | $25M | 423k | 58.03 | |
| Janus Capital | 0.8 | $23M | 2.4M | 9.40 | |
| DreamWorks Animation SKG | 0.8 | $22M | 1.2M | 18.96 | |
| Dolby Laboratories (DLB) | 0.8 | $22M | 660k | 33.56 | |
| Ihs | 0.8 | $22M | 212k | 104.72 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $21M | 514k | 40.69 | |
| Paychex (PAYX) | 0.8 | $21M | 587k | 35.06 | |
| Ultra Petroleum | 0.7 | $20M | 1.0M | 20.10 | |
| Brady Corporation (BRC) | 0.7 | $18M | 541k | 33.53 | |
| Stamps | 0.7 | $18M | 726k | 24.97 | |
| ViroPharma Incorporated | 0.6 | $18M | 700k | 25.16 | |
| Gentherm (THRM) | 0.6 | $17M | 1.1M | 16.38 | |
| Stratasys (SSYS) | 0.6 | $17M | 234k | 74.22 | |
| Aruba Networks | 0.6 | $16M | 647k | 24.74 | |
| Apple (AAPL) | 0.6 | $16M | 36k | 442.66 | |
| Lumber Liquidators Holdings (LL) | 0.6 | $16M | 221k | 70.22 | |
| Bottomline Technologies | 0.5 | $14M | 504k | 28.51 | |
| E TRADE Financial Corporation | 0.5 | $14M | 1.3M | 10.71 | |
| Medidata Solutions | 0.5 | $14M | 247k | 57.98 | |
| Ceva (CEVA) | 0.5 | $13M | 799k | 15.60 | |
| Trex Company (TREX) | 0.4 | $12M | 235k | 49.18 | |
| Nautilus (BFXXQ) | 0.3 | $9.1M | 1.2M | 7.30 | |
| Ultimate Software | 0.3 | $8.6M | 83k | 104.16 | |
| CoStar (CSGP) | 0.3 | $8.3M | 76k | 109.46 | |
| iRobot Corporation (IRBT) | 0.3 | $8.3M | 324k | 25.66 | |
| Aviat Networks | 0.3 | $8.0M | 2.4M | 3.37 | |
| Pctel | 0.3 | $7.6M | 1.1M | 7.10 | |
| DTS | 0.2 | $5.9M | 355k | 16.63 | |
| SurModics (SRDX) | 0.2 | $6.0M | 221k | 27.25 | |
| Acme Packet | 0.2 | $6.1M | 209k | 29.24 | |
| Spectranetics Corporation | 0.2 | $6.0M | 323k | 18.53 | |
| Advent Software | 0.2 | $5.8M | 209k | 27.97 | |
| LeapFrog Enterprises | 0.2 | $5.4M | 631k | 8.56 | |
| Comscore | 0.1 | $4.1M | 246k | 16.78 | |
| VASCO Data Security International | 0.1 | $3.8M | 444k | 8.44 | |
| Super Micro Computer (SMCI) | 0.1 | $3.5M | 306k | 11.29 | |
| Key Technology | 0.1 | $3.7M | 292k | 12.64 | |
| Cbeyond | 0.1 | $3.0M | 410k | 7.43 | |
| Capella Education Company | 0.1 | $3.1M | 101k | 31.14 | |
| Palomar Medical Technologies | 0.1 | $3.1M | 229k | 13.49 | |
| Investment Technology | 0.1 | $2.5M | 223k | 11.04 | |
| NutriSystem | 0.1 | $2.4M | 277k | 8.48 | |
| Mercury Computer Systems (MRCY) | 0.1 | $2.1M | 283k | 7.37 | |
| Rosetta Stone | 0.1 | $2.2M | 145k | 15.38 | |
| NuVasive | 0.1 | $1.9M | 91k | 21.31 | |
| Incyte Corporation (INCY) | 0.0 | $1.0M | 44k | 23.41 | |
| Dendreon Corporation | 0.0 | $1.2M | 257k | 4.73 | |
| Emerson Electric (EMR) | 0.0 | $578k | 10k | 55.85 | |
| Hewlett-Packard Company | 0.0 | $520k | 22k | 23.85 | |
| Inteliquent | 0.0 | $574k | 176k | 3.27 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $234k | 2.6k | 90.00 | |
| Chevron Corporation (CVX) | 0.0 | $386k | 3.3k | 118.77 | |
| Verizon Communications (VZ) | 0.0 | $295k | 6.0k | 49.17 |
