Disciplined Growth Investors as of March 31, 2015
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 92 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.3 | $185M | 2.6M | 70.05 | |
| Middleby Corporation (MIDD) | 4.2 | $180M | 1.8M | 102.65 | |
| Edwards Lifesciences (EW) | 4.1 | $174M | 1.2M | 142.46 | |
| Intuit (INTU) | 4.0 | $171M | 1.8M | 96.96 | |
| Open Text Corp (OTEX) | 3.9 | $164M | 3.1M | 52.89 | |
| L Brands | 3.7 | $157M | 1.7M | 94.29 | |
| Seagate Technology Com Stk | 3.1 | $132M | 2.5M | 52.03 | |
| Plexus (PLXS) | 3.0 | $130M | 3.2M | 40.77 | |
| Select Comfort | 2.9 | $125M | 3.6M | 34.47 | |
| Akamai Technologies (AKAM) | 2.8 | $119M | 1.7M | 71.04 | |
| Autodesk (ADSK) | 2.7 | $113M | 1.9M | 58.64 | |
| Cabela's Incorporated | 2.5 | $107M | 1.9M | 55.98 | |
| Yahoo! | 2.5 | $107M | 2.4M | 44.43 | |
| FactSet Research Systems (FDS) | 2.5 | $105M | 658k | 159.20 | |
| Royal Caribbean Cruises (RCL) | 2.4 | $101M | 1.2M | 81.85 | |
| Plantronics | 2.1 | $91M | 1.7M | 52.95 | |
| JetBlue Airways Corporation (JBLU) | 2.0 | $83M | 4.3M | 19.25 | |
| Intuitive Surgical (ISRG) | 1.9 | $83M | 164k | 505.03 | |
| Gentex Corporation (GNTX) | 1.9 | $82M | 4.5M | 18.30 | |
| Synaptics, Incorporated (SYNA) | 1.9 | $80M | 981k | 81.31 | |
| Garmin (GRMN) | 1.9 | $79M | 1.7M | 47.52 | |
| Varian Medical Systems | 1.7 | $74M | 787k | 94.09 | |
| Corporate Executive Board Company | 1.6 | $68M | 853k | 79.86 | |
| Landstar System (LSTR) | 1.5 | $65M | 987k | 66.30 | |
| Ethan Allen Interiors (ETD) | 1.5 | $64M | 2.3M | 27.64 | |
| Align Technology (ALGN) | 1.5 | $63M | 1.2M | 53.78 | |
| Aruba Networks | 1.3 | $56M | 2.3M | 24.49 | |
| Ralph Lauren Corp (RL) | 1.3 | $55M | 419k | 131.50 | |
| Cheesecake Factory Incorporated (CAKE) | 1.2 | $51M | 1.0M | 49.33 | |
| Microchip Technology (MCHP) | 1.1 | $48M | 984k | 48.90 | |
| Myriad Genetics (MYGN) | 1.1 | $48M | 1.4M | 35.40 | |
| E TRADE Financial Corporation | 1.1 | $48M | 1.7M | 28.56 | |
| ARM Holdings | 1.0 | $44M | 893k | 49.30 | |
| Qlik Technologies | 1.0 | $44M | 1.4M | 31.13 | |
| Urban Outfitters (URBN) | 1.0 | $42M | 917k | 45.65 | |
| Trimble Navigation (TRMB) | 1.0 | $41M | 1.6M | 25.20 | |
| D Tumi Holdings | 1.0 | $41M | 1.7M | 24.46 | |
| RealPage | 0.9 | $40M | 2.0M | 20.14 | |
| Ultra Petroleum | 0.9 | $39M | 2.5M | 15.63 | |
| Gentherm (THRM) | 0.9 | $39M | 765k | 50.51 | |
| Stamps | 0.9 | $38M | 561k | 67.29 | |
| Core Laboratories | 0.8 | $36M | 345k | 104.49 | |
| Janus Capital | 0.8 | $36M | 2.1M | 17.19 | |
| ViaSat (VSAT) | 0.8 | $35M | 589k | 59.61 | |
| Gra (GGG) | 0.8 | $35M | 488k | 72.16 | |
| Power Integrations (POWI) | 0.8 | $35M | 672k | 52.08 | |
| Paychex (PAYX) | 0.8 | $33M | 670k | 49.61 | |
| DreamWorks Animation SKG | 0.8 | $33M | 1.4M | 24.20 | |
| Eaton (ETN) | 0.7 | $32M | 463k | 67.94 | |
| Teradata Corporation (TDC) | 0.7 | $31M | 706k | 44.14 | |
| TCF Financial Corporation | 0.7 | $30M | 1.9M | 15.72 | |
| Dolby Laboratories (DLB) | 0.7 | $29M | 760k | 38.16 | |
| Ihs | 0.7 | $28M | 244k | 113.76 | |
| Noble Corp Plc equity | 0.7 | $27M | 1.9M | 14.28 | |
| Trex Company (TREX) | 0.5 | $20M | 371k | 54.53 | |
| Brady Corporation (BRC) | 0.5 | $20M | 692k | 28.29 | |
| Nautilus (BFXXQ) | 0.3 | $14M | 938k | 15.27 | |
| Medidata Solutions | 0.3 | $14M | 280k | 49.04 | |
| Ceva (CEVA) | 0.3 | $13M | 603k | 21.32 | |
| iRobot Corporation (IRBT) | 0.3 | $12M | 364k | 32.63 | |
| CoStar (CSGP) | 0.3 | $11M | 55k | 197.83 | |
| Ultimate Software | 0.2 | $11M | 63k | 169.96 | |
| Comscore | 0.2 | $9.8M | 191k | 51.20 | |
| Cynosure | 0.2 | $9.2M | 300k | 30.67 | |
| DTS | 0.2 | $9.3M | 273k | 34.07 | |
| Spectranetics Corporation | 0.2 | $8.6M | 246k | 34.76 | |
| Super Micro Computer (SMCI) | 0.2 | $8.1M | 244k | 33.21 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $7.6M | 248k | 30.78 | |
| VASCO Data Security International | 0.2 | $7.7M | 355k | 21.54 | |
| Black Diamond | 0.2 | $7.4M | 788k | 9.45 | |
| Stratasys (SSYS) | 0.2 | $7.7M | 146k | 52.78 | |
| Bottomline Technologies | 0.2 | $6.6M | 241k | 27.37 | |
| Rally Software Development | 0.1 | $6.5M | 416k | 15.69 | |
| CARBO Ceramics | 0.1 | $5.6M | 184k | 30.51 | |
| Pctel | 0.1 | $5.3M | 657k | 8.00 | |
| Capella Education Company | 0.1 | $5.1M | 79k | 64.88 | |
| Advent Software | 0.1 | $4.5M | 103k | 44.11 | |
| SurModics (SRDX) | 0.1 | $4.6M | 177k | 26.03 | |
| Panhandle Oil and Gas | 0.1 | $4.7M | 236k | 19.79 | |
| Geospace Technologies (GEOS) | 0.1 | $3.9M | 238k | 16.51 | |
| Mercury Computer Systems (MRCY) | 0.1 | $3.5M | 224k | 15.55 | |
| Destination Maternity Corporation | 0.1 | $3.2M | 214k | 15.06 | |
| NuVasive | 0.1 | $3.0M | 65k | 45.99 | |
| Key Technology | 0.1 | $2.9M | 227k | 12.69 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $2.8M | 29k | 97.92 | |
| Apple (AAPL) | 0.1 | $2.4M | 19k | 124.43 | |
| Microsoft Corporation (MSFT) | 0.0 | $294k | 7.2k | 40.69 | |
| Chevron Corporation (CVX) | 0.0 | $341k | 3.3k | 104.92 | |
| Emerson Electric (EMR) | 0.0 | $586k | 10k | 56.62 | |
| Dril-Quip (DRQ) | 0.0 | $300k | 4.4k | 68.48 | |
| CSX Corporation (CSX) | 0.0 | $205k | 6.2k | 33.04 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $204k | 2.7k | 75.56 |
