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 (BFXXQ) | 0.4 | $16M | 966k | 16.72 | |
| Southwestern Energy Company | 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 (LLFLQ) | 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 |
