Disciplined Growth Investors as of March 31, 2016
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 5.2 | $205M | 2.3M | 88.21 | |
| TJX Companies (TJX) | 4.9 | $192M | 2.4M | 78.35 | |
| Middleby Corporation (MIDD) | 4.7 | $183M | 1.7M | 106.77 | |
| Intuit (INTU) | 4.1 | $163M | 1.6M | 104.01 | |
| Open Text Corp (OTEX) | 4.0 | $158M | 3.0M | 51.80 | |
| L Brands | 3.2 | $127M | 1.4M | 87.81 | |
| Plexus (PLXS) | 3.1 | $123M | 3.1M | 39.52 | |
| Autodesk (ADSK) | 2.8 | $109M | 1.9M | 58.31 | |
| Intuitive Surgical (ISRG) | 2.4 | $95M | 159k | 601.05 | |
| FactSet Research Systems (FDS) | 2.4 | $95M | 629k | 151.53 | |
| Akamai Technologies (AKAM) | 2.3 | $91M | 1.6M | 55.57 | |
| Cabela's Incorporated | 2.3 | $90M | 1.9M | 48.69 | |
| Yahoo! | 2.3 | $90M | 2.4M | 36.81 | |
| Royal Caribbean Cruises (RCL) | 2.2 | $89M | 1.1M | 82.15 | |
| Seagate Technology Com Stk | 2.2 | $85M | 2.5M | 34.45 | |
| JetBlue Airways Corporation (JBLU) | 2.1 | $83M | 3.9M | 21.12 | |
| Align Technology (ALGN) | 2.1 | $82M | 1.1M | 72.69 | |
| Super Micro Computer (SMCI) | 2.0 | $79M | 2.3M | 34.08 | |
| Synaptics, Incorporated (SYNA) | 2.0 | $78M | 978k | 79.74 | |
| Plantronics | 1.9 | $73M | 1.9M | 39.19 | |
| Ethan Allen Interiors (ETD) | 1.8 | $72M | 2.2M | 31.82 | |
| Select Comfort | 1.8 | $71M | 3.6M | 19.39 | |
| D Tumi Holdings | 1.8 | $69M | 2.6M | 26.82 | |
| Gentex Corporation (GNTX) | 1.7 | $68M | 4.4M | 15.69 | |
| Garmin (GRMN) | 1.7 | $66M | 1.6M | 39.96 | |
| Varian Medical Systems | 1.6 | $63M | 787k | 80.02 | |
| Landstar System (LSTR) | 1.6 | $63M | 973k | 64.61 | |
| Power Integrations (POWI) | 1.6 | $62M | 1.3M | 49.66 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $54M | 1.0M | 53.09 | |
| Ceb | 1.4 | $53M | 823k | 64.73 | |
| Myriad Genetics (MYGN) | 1.3 | $49M | 1.3M | 37.43 | |
| Microchip Technology (MCHP) | 1.2 | $47M | 967k | 48.20 | |
| Stamps | 1.1 | $41M | 389k | 106.28 | |
| ViaSat (VSAT) | 1.0 | $41M | 558k | 73.48 | |
| Qlik Technologies | 1.0 | $40M | 1.4M | 28.92 | |
| Ubiquiti Networks | 1.0 | $40M | 1.2M | 33.27 | |
| Gra (GGG) | 1.0 | $39M | 468k | 83.96 | |
| RealPage | 1.0 | $39M | 1.9M | 20.84 | |
| Ralph Lauren Corp (RL) | 1.0 | $39M | 407k | 96.26 | |
| Core Laboratories | 1.0 | $38M | 339k | 112.41 | |
| ARM Holdings | 0.9 | $38M | 858k | 43.69 | |
| Paychex (PAYX) | 0.9 | $35M | 640k | 54.01 | |
| Southwestern Energy Company | 0.9 | $35M | 4.3M | 8.07 | |
| Cognex Corporation (CGNX) | 0.8 | $33M | 845k | 38.95 | |
| Dolby Laboratories (DLB) | 0.8 | $32M | 740k | 43.46 | |
| Gentherm (THRM) | 0.8 | $32M | 774k | 41.59 | |
| Tripadvisor (TRIP) | 0.8 | $31M | 471k | 66.50 | |
| Urban Outfitters (URBN) | 0.8 | $30M | 904k | 33.09 | |
| Ihs | 0.8 | $30M | 242k | 124.16 | |
| Medidata Solutions | 0.8 | $30M | 774k | 38.71 | |
| E TRADE Financial Corporation | 0.7 | $28M | 1.1M | 24.49 | |
| TCF Financial Corporation | 0.6 | $23M | 1.8M | 12.26 | |
| Nautilus (BFXXQ) | 0.5 | $19M | 968k | 19.32 | |
| Trex Company (TREX) | 0.5 | $18M | 379k | 47.93 | |
| Cynosure | 0.4 | $14M | 322k | 44.12 | |
| Ceva (CEVA) | 0.3 | $14M | 615k | 22.50 | |
| iRobot Corporation (IRBT) | 0.3 | $13M | 367k | 35.30 | |
| Ultimate Software | 0.3 | $12M | 63k | 193.50 | |
| CoStar (CSGP) | 0.2 | $7.6M | 40k | 188.18 | |
| Capella Education Company | 0.2 | $7.3M | 140k | 52.64 | |
| Ultra Petroleum | 0.2 | $7.0M | 14M | 0.50 | |
| Bottomline Technologies | 0.2 | $7.1M | 234k | 30.49 | |
| DTS | 0.1 | $6.1M | 279k | 21.78 | |
| Panhandle Oil and Gas | 0.1 | $5.9M | 341k | 17.31 | |
| Comscore | 0.1 | $5.7M | 191k | 30.04 | |
| SPS Commerce (SPSC) | 0.1 | $6.1M | 142k | 42.94 | |
| Geospace Technologies (GEOS) | 0.1 | $6.0M | 482k | 12.34 | |
| Nimble Storage | 0.1 | $5.9M | 752k | 7.84 | |
| VASCO Data Security International | 0.1 | $5.5M | 359k | 15.40 | |
| Materalise Nv (MTLS) | 0.1 | $5.5M | 717k | 7.60 | |
| Mercury Computer Systems (MRCY) | 0.1 | $4.6M | 224k | 20.30 | |
| Zumiez (ZUMZ) | 0.1 | $4.9M | 246k | 19.92 | |
| Destination Maternity Corporation | 0.1 | $4.3M | 627k | 6.84 | |
| Stratasys (SSYS) | 0.1 | $3.8M | 147k | 25.92 | |
| CARBO Ceramics | 0.1 | $3.5M | 245k | 14.20 | |
| PROS Holdings (PRO) | 0.1 | $3.6M | 302k | 11.79 | |
| Spectranetics Corporation | 0.1 | $3.5M | 241k | 14.52 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.1 | $3.3M | 250k | 13.12 | |
| Trimble Navigation (TRMB) | 0.1 | $3.2M | 128k | 24.80 | |
| NuVasive | 0.1 | $3.2M | 66k | 48.65 | |
| SurModics (SRDX) | 0.1 | $3.3M | 181k | 18.41 | |
| Oncomed Pharmaceuticals | 0.1 | $3.1M | 309k | 10.11 | |
| Key Technology | 0.0 | $1.6M | 232k | 6.82 | |
| MiMedx (MDXG) | 0.0 | $1.6M | 188k | 8.74 | |
| Apple (AAPL) | 0.0 | $933k | 8.6k | 108.93 | |
| Chevron Corporation (CVX) | 0.0 | $310k | 3.3k | 95.38 | |
| Emerson Electric (EMR) | 0.0 | $563k | 10k | 54.40 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $202k | 2.7k | 74.81 |
