Disciplined Growth Investors

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 (SWN) 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 (BFX) 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 (LL) 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