Disciplined Growth Investors

Disciplined Growth Investors as of Dec. 31, 2015

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 89 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Edwards Lifesciences (EW) 4.8 $190M 2.4M 78.98
Middleby Corporation (MIDD) 4.8 $190M 1.8M 107.87
TJX Companies (TJX) 4.6 $184M 2.6M 70.91
Intuit (INTU) 4.2 $165M 1.7M 96.50
Open Text Corp (OTEX) 3.8 $151M 3.1M 47.93
L Brands 3.6 $145M 1.5M 95.82
Autodesk (ADSK) 3.0 $117M 1.9M 60.93
Royal Caribbean Cruises (RCL) 2.8 $112M 1.1M 101.21
Plexus (PLXS) 2.8 $112M 3.2M 34.92
FactSet Research Systems (FDS) 2.7 $106M 649k 162.57
JetBlue Airways Corporation (JBLU) 2.4 $95M 4.2M 22.65
Seagate Technology Com Stk 2.4 $94M 2.6M 36.66
Intuitive Surgical (ISRG) 2.3 $90M 165k 546.16
Cabela's Incorporated 2.2 $89M 1.9M 46.73
Akamai Technologies (AKAM) 2.2 $89M 1.7M 52.63
Yahoo! 2.1 $84M 2.5M 33.26
Plantronics 2.1 $82M 1.7M 47.42
Synaptics, Incorporated (SYNA) 2.0 $80M 995k 80.34
Select Comfort 2.0 $80M 3.7M 21.41
Align Technology (ALGN) 1.9 $77M 1.2M 65.85
Gentex Corporation (GNTX) 1.8 $72M 4.5M 16.01
Ethan Allen Interiors (ETD) 1.6 $65M 2.3M 27.82
Varian Medical Systems 1.6 $65M 799k 80.80
Garmin (GRMN) 1.6 $62M 1.7M 37.17
Landstar System (LSTR) 1.5 $59M 1.0M 58.65
Super Micro Computer (SMCI) 1.5 $58M 2.4M 24.51
Myriad Genetics (MYGN) 1.5 $58M 1.3M 43.16
Stamps 1.4 $57M 522k 109.61
Ceb 1.3 $53M 855k 61.39
Power Integrations (POWI) 1.2 $49M 1.0M 48.63
Cheesecake Factory Incorporated (CAKE) 1.2 $48M 1.0M 46.11
D Tumi Holdings 1.2 $48M 2.9M 16.63
Ralph Lauren Corp (RL) 1.2 $47M 422k 111.48
E TRADE Financial Corporation 1.2 $46M 1.6M 29.64
Microchip Technology (MCHP) 1.1 $46M 985k 46.54
Qlik Technologies 1.1 $45M 1.4M 31.66
RealPage 1.1 $44M 2.0M 22.45
Tripadvisor (TRIP) 1.0 $41M 484k 85.25
ARM Holdings 1.0 $41M 899k 45.24
Ubiquiti Networks 1.0 $40M 1.2M 31.69
Core Laboratories 1.0 $38M 349k 108.74
Gentherm (THRM) 0.9 $37M 770k 47.40
ViaSat (VSAT) 0.9 $35M 577k 61.01
Paychex (PAYX) 0.9 $35M 664k 52.89
Ultra Petroleum 0.9 $35M 14M 2.50
Gra (GGG) 0.9 $35M 486k 72.07
Cognex Corporation (CGNX) 0.7 $29M 867k 33.77
Ihs 0.7 $29M 246k 118.43
TCF Financial Corporation 0.7 $27M 1.9M 14.12
Dolby Laboratories (DLB) 0.7 $26M 767k 33.65
Urban Outfitters (URBN) 0.5 $21M 934k 22.75
Noble Corp Plc equity 0.5 $20M 1.9M 10.55
Nautilus (BFX) 0.4 $16M 966k 16.72
Southwestern Energy Company (SWN) 0.4 $14M 2.0M 7.11
Trex Company (TREX) 0.4 $14M 379k 38.04
Ceva (CEVA) 0.4 $14M 613k 23.36
Cynosure 0.3 $14M 311k 44.67
Medidata Solutions 0.3 $14M 285k 49.29
iRobot Corporation (IRBT) 0.3 $13M 367k 35.40
Ultimate Software 0.3 $12M 63k 195.51
CoStar (CSGP) 0.2 $8.4M 41k 206.68
Comscore 0.2 $7.9M 192k 41.15
Bottomline Technologies 0.2 $7.0M 236k 29.73
Oncomed Pharmaceuticals 0.2 $7.0M 309k 22.54
Geospace Technologies (GEOS) 0.2 $6.8M 484k 14.07
Capella Education Company 0.2 $6.5M 140k 46.22
DTS 0.2 $6.3M 279k 22.58
VASCO Data Security International 0.1 $6.0M 360k 16.73
Panhandle Oil and Gas 0.1 $5.5M 338k 16.16
Materalise Nv (MTLS) 0.1 $5.1M 721k 7.06
Lumber Liquidators Holdings (LL) 0.1 $4.3M 250k 17.36
CARBO Ceramics 0.1 $4.2M 246k 17.20
Constant Contact 0.1 $4.5M 155k 29.24
Mercury Computer Systems (MRCY) 0.1 $4.2M 226k 18.36
NuVasive 0.1 $3.5M 66k 54.10
Zumiez (ZUMZ) 0.1 $3.7M 246k 15.12
SurModics (SRDX) 0.1 $3.7M 180k 20.27
Spectranetics Corporation 0.1 $3.7M 242k 15.06
Trimble Navigation (TRMB) 0.1 $3.1M 143k 21.45
Stratasys (SSYS) 0.1 $3.3M 142k 23.48
PROS Holdings (PRO) 0.1 $2.8M 120k 23.04
Key Technology 0.1 $2.4M 233k 10.37
Destination Maternity Corporation 0.1 $2.1M 240k 8.72
Pctel 0.0 $1.5M 339k 4.55
Apple (AAPL) 0.0 $902k 8.6k 105.31
Chevron Corporation (CVX) 0.0 $292k 3.3k 89.85
Emerson Electric (EMR) 0.0 $495k 10k 47.83
iShares Russell Midcap Growth Idx. (IWP) 0.0 $561k 6.1k 91.97
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.0 $201k 2.7k 74.44