Disciplined Growth Investors as of Dec. 31, 2016
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Middleby Corporation (MIDD) | 5.0 | $218M | 1.7M | 128.81 | |
| Edwards Lifesciences (EW) | 4.6 | $201M | 2.1M | 93.70 | |
| Open Text Corp (OTEX) | 4.3 | $190M | 3.1M | 61.81 | |
| TJX Companies (TJX) | 4.3 | $187M | 2.5M | 75.13 | |
| Intuit (INTU) | 3.9 | $172M | 1.5M | 114.61 | |
| Plexus (PLXS) | 3.8 | $167M | 3.1M | 54.04 | |
| Autodesk (ADSK) | 3.1 | $137M | 1.9M | 74.01 | |
| Akamai Technologies (AKAM) | 2.5 | $111M | 1.7M | 66.68 | |
| Plantronics | 2.5 | $110M | 2.0M | 54.76 | |
| Align Technology (ALGN) | 2.5 | $108M | 1.1M | 96.13 | |
| FactSet Research Systems (FDS) | 2.4 | $105M | 641k | 163.43 | |
| Ultra Petroleum | 2.3 | $101M | 14M | 7.23 | |
| Intuitive Surgical (ISRG) | 2.3 | $101M | 159k | 634.17 | |
| L Brands | 2.2 | $96M | 1.5M | 65.84 | |
| Seagate Technology Com Stk | 2.1 | $94M | 2.5M | 38.17 | |
| Yahoo! | 2.1 | $94M | 2.4M | 38.67 | |
| Royal Caribbean Cruises (RCL) | 2.1 | $90M | 1.1M | 82.04 | |
| JetBlue Airways Corporation (JBLU) | 2.1 | $90M | 4.0M | 22.42 | |
| Gentex Corporation (GNTX) | 2.0 | $86M | 4.4M | 19.69 | |
| Power Integrations (POWI) | 1.9 | $85M | 1.3M | 67.85 | |
| Select Comfort | 1.9 | $85M | 3.8M | 22.62 | |
| Ethan Allen Interiors (ETD) | 1.9 | $84M | 2.3M | 36.85 | |
| Landstar System (LSTR) | 1.9 | $82M | 964k | 85.30 | |
| Garmin (GRMN) | 1.8 | $80M | 1.6M | 48.49 | |
| Varian Medical Systems | 1.6 | $71M | 794k | 89.78 | |
| Ubiquiti Networks | 1.6 | $70M | 1.2M | 57.80 | |
| Cabela's Incorporated | 1.5 | $66M | 1.1M | 58.55 | |
| Super Micro Computer (SMCI) | 1.5 | $67M | 2.4M | 28.05 | |
| Microchip Technology (MCHP) | 1.4 | $62M | 964k | 64.15 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $61M | 1.0M | 59.88 | |
| Cognex Corporation (CGNX) | 1.3 | $57M | 888k | 63.62 | |
| RealPage | 1.3 | $57M | 1.9M | 30.00 | |
| Synaptics, Incorporated (SYNA) | 1.2 | $54M | 1.0M | 53.58 | |
| Ceb | 1.2 | $51M | 848k | 60.60 | |
| Proto Labs (PRLB) | 1.1 | $50M | 971k | 51.35 | |
| Southwestern Energy Company (SWN) | 1.1 | $47M | 4.4M | 10.82 | |
| Stamps | 1.0 | $46M | 398k | 114.65 | |
| Core Laboratories | 0.9 | $41M | 343k | 120.04 | |
| Gra (GGG) | 0.9 | $40M | 476k | 83.09 | |
| Medidata Solutions | 0.9 | $39M | 793k | 49.67 | |
| Paychex (PAYX) | 0.9 | $39M | 642k | 60.88 | |
| Ralph Lauren Corp (RL) | 0.9 | $38M | 415k | 90.32 | |
| ViaSat (VSAT) | 0.8 | $37M | 553k | 66.22 | |
| TCF Financial Corporation | 0.8 | $36M | 1.9M | 19.59 | |
| E TRADE Financial Corporation | 0.8 | $36M | 1.0M | 34.65 | |
| Dolby Laboratories (DLB) | 0.8 | $34M | 754k | 45.19 | |
| Ihs Markit | 0.7 | $31M | 866k | 35.41 | |
| Gentherm (THRM) | 0.6 | $28M | 813k | 33.85 | |
| Urban Outfitters (URBN) | 0.6 | $26M | 924k | 28.48 | |
| Trex Company (TREX) | 0.6 | $26M | 400k | 64.40 | |
| Myriad Genetics (MYGN) | 0.5 | $23M | 1.4M | 16.67 | |
| iRobot Corporation (IRBT) | 0.5 | $23M | 385k | 58.45 | |
| Tripadvisor (TRIP) | 0.5 | $22M | 481k | 46.37 | |
| Ceva (CEVA) | 0.5 | $20M | 607k | 33.55 | |
| Nautilus (BFXXQ) | 0.4 | $19M | 1.0M | 18.50 | |
| Cynosure | 0.4 | $16M | 347k | 45.60 | |
| Capella Education Company | 0.3 | $13M | 147k | 87.80 | |
| Ultimate Software | 0.3 | $12M | 66k | 182.36 | |
| SPS Commerce (SPSC) | 0.2 | $10M | 149k | 69.89 | |
| Geospace Technologies (GEOS) | 0.2 | $10M | 508k | 20.36 | |
| Panhandle Oil and Gas | 0.2 | $8.6M | 365k | 23.55 | |
| Cara Therapeutics (CARA) | 0.2 | $8.3M | 888k | 9.29 | |
| CoStar (CSGP) | 0.2 | $8.0M | 43k | 188.48 | |
| Mercury Computer Systems (MRCY) | 0.2 | $7.0M | 230k | 30.22 | |
| PROS Holdings (PRO) | 0.2 | $7.0M | 325k | 21.52 | |
| MiMedx (MDXG) | 0.1 | $6.5M | 733k | 8.86 | |
| Bottomline Technologies | 0.1 | $6.0M | 240k | 25.02 | |
| Comscore | 0.1 | $6.3M | 199k | 31.58 | |
| Nimble Storage | 0.1 | $6.3M | 792k | 7.92 | |
| Zumiez (ZUMZ) | 0.1 | $5.7M | 261k | 21.85 | |
| Spectranetics Corporation | 0.1 | $5.9M | 241k | 24.50 | |
| Materalise Nv (MTLS) | 0.1 | $5.8M | 753k | 7.68 | |
| VASCO Data Security International | 0.1 | $5.3M | 385k | 13.65 | |
| NuVasive | 0.1 | $4.6M | 69k | 67.36 | |
| SurModics (SRDX) | 0.1 | $4.9M | 192k | 25.40 | |
| Lumber Liquidators Holdings (LL) | 0.1 | $4.2M | 266k | 15.74 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $4.4M | 28k | 153.95 | |
| Trimble Navigation (TRMB) | 0.1 | $3.8M | 125k | 30.15 | |
| Destination Maternity Corporation | 0.1 | $3.4M | 661k | 5.17 | |
| CARBO Ceramics | 0.1 | $2.7M | 256k | 10.46 | |
| Key Technology | 0.1 | $2.8M | 241k | 11.55 | |
| Stratasys (SSYS) | 0.1 | $2.6M | 156k | 16.54 | |
| Oncomed Pharmaceuticals | 0.1 | $2.5M | 327k | 7.71 | |
| Kornit Digital (KRNT) | 0.1 | $2.6M | 205k | 12.65 | |
| Chevron Corporation (CVX) | 0.0 | $277k | 2.4k | 117.87 | |
| Emerson Electric (EMR) | 0.0 | $376k | 6.8k | 55.70 | |
| Apple (AAPL) | 0.0 | $616k | 5.3k | 115.90 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $645k | 6.6k | 97.40 |
