Disciplined Growth Investors as of Sept. 30, 2014
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 94 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Open Text Corp (OTEX) | 4.7 | $182M | 3.3M | 55.42 | |
| Intuit (INTU) | 4.3 | $169M | 1.9M | 87.65 | |
| TJX Companies (TJX) | 4.2 | $164M | 2.8M | 59.17 | |
| Middleby Corporation (MIDD) | 4.1 | $160M | 1.8M | 88.13 | |
| Seagate Technology Com Stk | 3.8 | $150M | 2.6M | 57.27 | |
| Edwards Lifesciences (EW) | 3.6 | $142M | 1.4M | 102.15 | |
| Plexus (PLXS) | 3.1 | $120M | 3.2M | 36.93 | |
| Trimble Navigation (TRMB) | 3.1 | $119M | 3.9M | 30.50 | |
| Cabela's Incorporated | 3.0 | $115M | 2.0M | 58.90 | |
| L Brands | 3.0 | $115M | 1.7M | 66.98 | |
| Autodesk (ADSK) | 2.8 | $109M | 2.0M | 55.10 | |
| Akamai Technologies (AKAM) | 2.6 | $102M | 1.7M | 59.80 | |
| Yahoo! | 2.6 | $102M | 2.5M | 40.75 | |
| Royal Caribbean Cruises (RCL) | 2.2 | $84M | 1.3M | 67.29 | |
| Plantronics | 2.2 | $84M | 1.8M | 47.78 | |
| FactSet Research Systems (FDS) | 2.1 | $81M | 665k | 121.53 | |
| Select Comfort | 2.0 | $79M | 3.8M | 20.92 | |
| Intuitive Surgical (ISRG) | 2.0 | $78M | 168k | 461.82 | |
| Landstar System (LSTR) | 1.9 | $74M | 1.0M | 72.19 | |
| Eaton (ETN) | 1.8 | $71M | 1.1M | 63.37 | |
| Ralph Lauren Corp (RL) | 1.8 | $70M | 424k | 164.73 | |
| Garmin (GRMN) | 1.8 | $69M | 1.3M | 51.99 | |
| Varian Medical Systems | 1.7 | $65M | 805k | 80.12 | |
| Align Technology (ALGN) | 1.6 | $62M | 1.2M | 51.68 | |
| Gentex Corporation (GNTX) | 1.6 | $61M | 2.3M | 26.77 | |
| tw tele | 1.5 | $57M | 1.4M | 41.61 | |
| Ethan Allen Interiors (ETD) | 1.4 | $55M | 2.4M | 22.80 | |
| Corporate Executive Board Company | 1.4 | $53M | 879k | 60.07 | |
| Cheesecake Factory Incorporated (CAKE) | 1.2 | $49M | 1.1M | 45.50 | |
| Microchip Technology (MCHP) | 1.2 | $47M | 1.0M | 47.23 | |
| JetBlue Airways Corporation (JBLU) | 1.2 | $46M | 4.3M | 10.62 | |
| Noble Corp Plc equity | 1.1 | $43M | 1.9M | 22.22 | |
| ARM Holdings | 1.0 | $40M | 912k | 43.69 | |
| Qlik Technologies | 1.0 | $39M | 1.4M | 27.04 | |
| E TRADE Financial Corporation | 1.0 | $38M | 1.7M | 22.59 | |
| DreamWorks Animation SKG | 1.0 | $38M | 1.4M | 27.27 | |
| Gra (GGG) | 0.9 | $37M | 501k | 72.98 | |
| D Tumi Holdings | 0.9 | $35M | 1.7M | 20.35 | |
| Urban Outfitters (URBN) | 0.9 | $34M | 933k | 36.70 | |
| Gentherm (THRM) | 0.9 | $34M | 799k | 42.23 | |
| Myriad Genetics (MYGN) | 0.9 | $34M | 867k | 38.57 | |
| ViaSat (VSAT) | 0.8 | $32M | 589k | 55.12 | |
| Dolby Laboratories (DLB) | 0.8 | $32M | 773k | 41.79 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $31M | 425k | 73.20 | |
| RealPage | 0.8 | $31M | 2.0M | 15.50 | |
| Janus Capital | 0.8 | $31M | 2.1M | 14.54 | |
| Ihs | 0.8 | $31M | 247k | 125.19 | |
| Paychex (PAYX) | 0.8 | $30M | 688k | 44.20 | |
| Teradata Corporation (TDC) | 0.8 | $30M | 715k | 41.92 | |
| TCF Financial Corporation | 0.8 | $30M | 1.9M | 15.53 | |
| Ultra Petroleum | 0.8 | $29M | 1.3M | 23.26 | |
| Stamps | 0.5 | $19M | 594k | 31.76 | |
| Aruba Networks | 0.5 | $18M | 828k | 21.58 | |
| Stratasys (SSYS) | 0.5 | $18M | 149k | 120.78 | |
| Brady Corporation (BRC) | 0.4 | $16M | 705k | 22.44 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.4 | $15M | 259k | 57.38 | |
| Trex Company (TREX) | 0.3 | $14M | 392k | 34.57 | |
| Medidata Solutions | 0.3 | $13M | 290k | 44.29 | |
| Bottomline Technologies | 0.3 | $12M | 417k | 27.59 | |
| Nautilus (BFXXQ) | 0.3 | $12M | 967k | 11.97 | |
| Ultimate Software | 0.2 | $9.2M | 65k | 141.50 | |
| CoStar (CSGP) | 0.2 | $8.9M | 57k | 155.54 | |
| Ceva (CEVA) | 0.2 | $8.7M | 646k | 13.44 | |
| iRobot Corporation (IRBT) | 0.2 | $8.0M | 262k | 30.45 | |
| Super Micro Computer (SMCI) | 0.2 | $7.5M | 254k | 29.42 | |
| DTS | 0.2 | $7.3M | 288k | 25.25 | |
| Panhandle Oil and Gas | 0.2 | $7.2M | 121k | 59.70 | |
| Comscore | 0.2 | $7.3M | 201k | 36.41 | |
| VASCO Data Security International | 0.2 | $6.9M | 369k | 18.78 | |
| Spectranetics Corporation | 0.2 | $6.9M | 259k | 26.57 | |
| Pctel | 0.2 | $6.7M | 878k | 7.59 | |
| Cynosure | 0.2 | $6.4M | 306k | 21.00 | |
| Apple (AAPL) | 0.2 | $6.4M | 63k | 100.75 | |
| Advent Software | 0.1 | $5.4M | 170k | 31.56 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $5.5M | 62k | 88.35 | |
| Capella Education Company | 0.1 | $5.2M | 83k | 62.60 | |
| Rally Software Development | 0.1 | $5.2M | 429k | 12.01 | |
| SurModics (SRDX) | 0.1 | $3.4M | 188k | 18.16 | |
| Destination Maternity Corporation | 0.1 | $3.4M | 221k | 15.44 | |
| Paragon Offshore Plc equity | 0.1 | $3.7M | 600k | 6.15 | |
| LeapFrog Enterprises | 0.1 | $3.2M | 530k | 5.99 | |
| Key Technology | 0.1 | $3.2M | 241k | 13.24 | |
| Mercury Computer Systems (MRCY) | 0.1 | $2.6M | 232k | 11.01 | |
| Investment Technology | 0.1 | $2.7M | 170k | 15.76 | |
| NuVasive | 0.1 | $2.4M | 68k | 34.86 | |
| Liquidity Services (LQDT) | 0.1 | $2.0M | 148k | 13.75 | |
| Inteliquent | 0.1 | $1.9M | 150k | 12.45 | |
| Emerson Electric (EMR) | 0.0 | $648k | 10k | 62.61 | |
| Rosetta Stone | 0.0 | $971k | 121k | 8.05 | |
| Chevron Corporation (CVX) | 0.0 | $388k | 3.3k | 119.38 | |
| Convergys Corporation | 0.0 | $412k | 23k | 17.82 | |
| Dril-Quip (DRQ) | 0.0 | $392k | 4.4k | 89.48 | |
| Informatica Corporation | 0.0 | $401k | 12k | 34.27 | |
| Black Diamond | 0.0 | $290k | 38k | 7.55 |
