Disciplined Growth Investors as of Dec. 31, 2014
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 92 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.3 | $183M | 2.7M | 68.58 | |
| Open Text Corp (OTEX) | 4.3 | $182M | 3.1M | 58.26 | |
| Middleby Corporation (MIDD) | 4.2 | $176M | 1.8M | 99.10 | |
| Edwards Lifesciences (EW) | 4.1 | $173M | 1.4M | 127.38 | |
| Seagate Technology Com Stk | 4.0 | $170M | 2.6M | 66.50 | |
| Intuit (INTU) | 3.9 | $166M | 1.8M | 92.19 | |
| L Brands | 3.5 | $146M | 1.7M | 86.55 | |
| Plexus (PLXS) | 3.1 | $132M | 3.2M | 41.21 | |
| Yahoo! | 2.9 | $123M | 2.4M | 50.51 | |
| Autodesk (ADSK) | 2.8 | $117M | 1.9M | 60.06 | |
| Akamai Technologies (AKAM) | 2.5 | $106M | 1.7M | 62.96 | |
| Royal Caribbean Cruises (RCL) | 2.4 | $102M | 1.2M | 82.43 | |
| Cabela's Incorporated | 2.4 | $102M | 1.9M | 52.71 | |
| Trimble Navigation (TRMB) | 2.4 | $101M | 3.8M | 26.54 | |
| Select Comfort | 2.4 | $99M | 3.7M | 27.03 | |
| FactSet Research Systems (FDS) | 2.2 | $94M | 667k | 140.75 | |
| Plantronics | 2.2 | $91M | 1.7M | 53.02 | |
| Intuitive Surgical (ISRG) | 2.1 | $88M | 166k | 528.94 | |
| Gentex Corporation (GNTX) | 1.9 | $82M | 2.3M | 36.13 | |
| Ralph Lauren Corp (RL) | 1.9 | $78M | 422k | 185.16 | |
| Ethan Allen Interiors (ETD) | 1.7 | $73M | 2.3M | 30.97 | |
| Landstar System (LSTR) | 1.7 | $72M | 987k | 72.53 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $69M | 4.4M | 15.86 | |
| Varian Medical Systems | 1.6 | $69M | 794k | 86.51 | |
| Garmin (GRMN) | 1.6 | $69M | 1.3M | 52.83 | |
| Eaton (ETN) | 1.6 | $67M | 992k | 67.96 | |
| Align Technology (ALGN) | 1.5 | $65M | 1.2M | 55.91 | |
| Corporate Executive Board Company | 1.5 | $63M | 864k | 72.53 | |
| Synaptics, Incorporated (SYNA) | 1.4 | $60M | 875k | 68.84 | |
| Cheesecake Factory Incorporated (CAKE) | 1.2 | $53M | 1.0M | 50.31 | |
| Microchip Technology (MCHP) | 1.1 | $45M | 995k | 45.11 | |
| Qlik Technologies | 1.1 | $44M | 1.4M | 30.89 | |
| RealPage | 1.0 | $43M | 2.0M | 21.96 | |
| Aruba Networks | 1.0 | $42M | 2.3M | 18.18 | |
| ARM Holdings | 1.0 | $42M | 903k | 46.30 | |
| E TRADE Financial Corporation | 1.0 | $41M | 1.7M | 24.25 | |
| D Tumi Holdings | 0.9 | $40M | 1.7M | 23.73 | |
| Gra (GGG) | 0.9 | $40M | 492k | 80.18 | |
| ViaSat (VSAT) | 0.9 | $37M | 592k | 63.03 | |
| Janus Capital | 0.8 | $34M | 2.1M | 16.13 | |
| Dolby Laboratories (DLB) | 0.8 | $33M | 765k | 43.12 | |
| Urban Outfitters (URBN) | 0.8 | $32M | 923k | 35.13 | |
| Noble Corp Plc equity | 0.8 | $32M | 1.9M | 16.57 | |
| Paychex (PAYX) | 0.7 | $31M | 679k | 46.17 | |
| Teradata Corporation (TDC) | 0.7 | $31M | 707k | 43.68 | |
| TCF Financial Corporation | 0.7 | $30M | 1.9M | 15.89 | |
| DreamWorks Animation SKG | 0.7 | $31M | 1.4M | 22.33 | |
| Myriad Genetics (MYGN) | 0.7 | $29M | 861k | 34.06 | |
| Ihs | 0.7 | $28M | 246k | 113.88 | |
| Gentherm (THRM) | 0.7 | $28M | 768k | 36.62 | |
| Stamps | 0.6 | $27M | 566k | 47.99 | |
| Power Integrations (POWI) | 0.5 | $23M | 439k | 51.74 | |
| Brady Corporation (BRC) | 0.5 | $19M | 698k | 27.34 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.4 | $16M | 245k | 66.31 | |
| Ultra Petroleum | 0.4 | $16M | 1.2M | 13.16 | |
| Trex Company (TREX) | 0.4 | $16M | 374k | 42.58 | |
| Nautilus (BFXXQ) | 0.3 | $14M | 927k | 15.18 | |
| Medidata Solutions | 0.3 | $13M | 279k | 47.75 | |
| Stratasys (SSYS) | 0.3 | $12M | 143k | 83.11 | |
| Ceva (CEVA) | 0.3 | $11M | 610k | 18.14 | |
| CoStar (CSGP) | 0.2 | $10M | 55k | 183.63 | |
| Bottomline Technologies | 0.2 | $10M | 397k | 25.28 | |
| VASCO Data Security International | 0.2 | $9.9M | 352k | 28.21 | |
| Ultimate Software | 0.2 | $9.2M | 63k | 146.81 | |
| iRobot Corporation (IRBT) | 0.2 | $8.9M | 255k | 34.72 | |
| DTS | 0.2 | $8.5M | 275k | 30.75 | |
| Comscore | 0.2 | $8.6M | 185k | 46.43 | |
| Spectranetics Corporation | 0.2 | $8.3M | 240k | 34.58 | |
| Super Micro Computer (SMCI) | 0.2 | $8.2M | 235k | 34.88 | |
| Cynosure | 0.2 | $8.0M | 292k | 27.42 | |
| Pctel | 0.2 | $7.1M | 821k | 8.66 | |
| Black Diamond | 0.2 | $6.9M | 785k | 8.75 | |
| Capella Education Company | 0.1 | $6.1M | 79k | 76.96 | |
| Panhandle Oil and Gas | 0.1 | $5.4M | 232k | 23.28 | |
| Advent Software | 0.1 | $5.0M | 162k | 30.64 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $4.4M | 48k | 93.23 | |
| Rally Software Development | 0.1 | $4.7M | 413k | 11.37 | |
| SurModics (SRDX) | 0.1 | $4.0M | 179k | 22.10 | |
| Apple (AAPL) | 0.1 | $3.4M | 31k | 110.39 | |
| Investment Technology | 0.1 | $3.3M | 159k | 20.82 | |
| Destination Maternity Corporation | 0.1 | $3.4M | 212k | 15.95 | |
| Mercury Computer Systems (MRCY) | 0.1 | $3.1M | 223k | 13.92 | |
| NuVasive | 0.1 | $2.9M | 61k | 47.16 | |
| Key Technology | 0.1 | $3.0M | 231k | 13.20 | |
| Inteliquent | 0.1 | $2.8M | 145k | 19.63 | |
| LeapFrog Enterprises | 0.1 | $2.4M | 506k | 4.72 | |
| Paragon Offshore Plc equity | 0.0 | $1.6M | 590k | 2.77 | |
| Rosetta Stone | 0.0 | $1.1M | 116k | 9.76 | |
| Emerson Electric (EMR) | 0.0 | $639k | 10k | 61.74 | |
| CSX Corporation (CSX) | 0.0 | $225k | 6.2k | 36.27 | |
| Chevron Corporation (CVX) | 0.0 | $365k | 3.3k | 112.31 | |
| Dril-Quip (DRQ) | 0.0 | $336k | 4.4k | 76.69 |
