Disciplined Growth Investors as of June 30, 2017
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 86 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 5.2 | $251M | 2.1M | 118.24 | |
| Middleby Corporation (MIDD) | 4.2 | $202M | 1.7M | 121.51 | |
| Open Text Corp (OTEX) | 3.9 | $186M | 5.9M | 31.54 | |
| TJX Companies (TJX) | 3.7 | $179M | 2.5M | 72.17 | |
| Intuit (INTU) | 3.6 | $174M | 1.3M | 132.81 | |
| Align Technology (ALGN) | 3.5 | $167M | 1.1M | 150.12 | |
| Autodesk (ADSK) | 3.4 | $164M | 1.6M | 100.82 | |
| Plexus (PLXS) | 3.3 | $160M | 3.0M | 52.57 | |
| Intuitive Surgical (ISRG) | 2.8 | $134M | 144k | 935.37 | |
| Select Comfort | 2.8 | $132M | 3.7M | 35.49 | |
| Altaba | 2.7 | $128M | 2.4M | 54.48 | |
| Royal Caribbean Cruises (RCL) | 2.5 | $118M | 1.1M | 109.23 | |
| Ultra Petroleum | 2.4 | $115M | 1.1M | 107.57 | |
| L Brands | 2.2 | $107M | 2.0M | 53.89 | |
| FactSet Research Systems (FDS) | 2.2 | $105M | 630k | 166.18 | |
| Plantronics | 2.1 | $102M | 1.9M | 52.31 | |
| Seagate Technology Com Stk | 2.0 | $95M | 2.4M | 38.75 | |
| JetBlue Airways Corporation (JBLU) | 1.9 | $90M | 4.0M | 22.83 | |
| Power Integrations (POWI) | 1.9 | $90M | 1.2M | 72.90 | |
| Ubiquiti Networks | 1.8 | $84M | 1.6M | 51.97 | |
| Garmin (GRMN) | 1.7 | $83M | 1.6M | 51.03 | |
| Gentex Corporation (GNTX) | 1.7 | $82M | 4.3M | 18.97 | |
| Akamai Technologies (AKAM) | 1.7 | $82M | 1.6M | 49.81 | |
| Landstar System (LSTR) | 1.7 | $81M | 949k | 85.60 | |
| Varian Medical Systems | 1.7 | $81M | 780k | 103.19 | |
| ViaSat (VSAT) | 1.6 | $76M | 1.1M | 66.20 | |
| Microchip Technology (MCHP) | 1.5 | $74M | 955k | 77.18 | |
| Ethan Allen Interiors (ETD) | 1.5 | $73M | 2.3M | 32.30 | |
| Gentherm (THRM) | 1.5 | $73M | 1.9M | 38.80 | |
| Cognex Corporation (CGNX) | 1.4 | $68M | 802k | 84.90 | |
| RealPage | 1.4 | $68M | 1.9M | 35.95 | |
| Proto Labs (PRLB) | 1.4 | $65M | 965k | 67.25 | |
| Cabela's Incorporated | 1.3 | $64M | 1.1M | 59.42 | |
| Stamps | 1.3 | $61M | 395k | 154.88 | |
| Super Micro Computer (SMCI) | 1.2 | $59M | 2.4M | 24.65 | |
| Medidata Solutions | 1.2 | $59M | 748k | 78.20 | |
| Gigamon | 1.1 | $53M | 1.3M | 39.35 | |
| Synaptics, Incorporated (SYNA) | 1.1 | $52M | 1.0M | 51.71 | |
| Gra (GGG) | 1.1 | $51M | 470k | 109.28 | |
| Cheesecake Factory Incorporated (CAKE) | 1.1 | $51M | 1.0M | 50.30 | |
| Nordstrom (JWN) | 0.9 | $43M | 893k | 47.83 | |
| Southwestern Energy Company (SWN) | 0.9 | $42M | 6.8M | 6.08 | |
| Ihs Markit | 0.8 | $38M | 853k | 44.04 | |
| Dolby Laboratories (DLB) | 0.8 | $37M | 750k | 48.96 | |
| Paychex (PAYX) | 0.8 | $36M | 630k | 56.94 | |
| Myriad Genetics (MYGN) | 0.7 | $35M | 1.4M | 25.84 | |
| Core Laboratories | 0.7 | $35M | 342k | 101.27 | |
| iRobot Corporation (IRBT) | 0.7 | $32M | 384k | 84.14 | |
| Ralph Lauren Corp (RL) | 0.6 | $30M | 412k | 73.80 | |
| TCF Financial Corporation | 0.6 | $29M | 1.8M | 15.94 | |
| Ceva (CEVA) | 0.6 | $29M | 641k | 45.45 | |
| Trex Company (TREX) | 0.6 | $27M | 394k | 67.66 | |
| Nautilus (BFXXQ) | 0.4 | $20M | 1.0M | 19.15 | |
| Tripadvisor (TRIP) | 0.4 | $18M | 482k | 38.20 | |
| Urban Outfitters (URBN) | 0.4 | $17M | 930k | 18.54 | |
| Ultimate Software | 0.3 | $14M | 66k | 210.07 | |
| Cara Therapeutics (CARA) | 0.3 | $14M | 876k | 15.39 | |
| Capella Education Company | 0.3 | $13M | 147k | 85.60 | |
| Materalise Nv (MTLS) | 0.2 | $11M | 954k | 11.87 | |
| CoStar (CSGP) | 0.2 | $11M | 42k | 263.60 | |
| MiMedx (MDXG) | 0.2 | $11M | 726k | 14.97 | |
| Varex Imaging (VREX) | 0.2 | $11M | 321k | 33.80 | |
| SPS Commerce (SPSC) | 0.2 | $9.5M | 149k | 63.76 | |
| PROS Holdings (PRO) | 0.2 | $8.9M | 325k | 27.39 | |
| Panhandle Oil and Gas | 0.2 | $8.4M | 365k | 23.10 | |
| Geospace Technologies (GEOS) | 0.1 | $7.0M | 504k | 13.83 | |
| Channeladvisor | 0.1 | $7.4M | 640k | 11.55 | |
| Lumber Liquidators Holdings (LL) | 0.1 | $6.6M | 264k | 25.06 | |
| Bottomline Technologies | 0.1 | $5.9M | 230k | 25.69 | |
| NuVasive | 0.1 | $5.4M | 71k | 76.92 | |
| VASCO Data Security International | 0.1 | $5.5M | 382k | 14.35 | |
| SurModics (SRDX) | 0.1 | $5.4M | 190k | 28.15 | |
| Comscore | 0.1 | $5.3M | 200k | 26.25 | |
| Spectranetics Corporation | 0.1 | $4.5M | 117k | 38.40 | |
| Kornit Digital (KRNT) | 0.1 | $3.9M | 200k | 19.35 | |
| Zumiez (ZUMZ) | 0.1 | $3.2M | 260k | 12.35 | |
| Key Technology | 0.1 | $3.3M | 238k | 13.75 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $3.3M | 19k | 168.76 | |
| Stratasys (SSYS) | 0.1 | $3.6M | 154k | 23.31 | |
| CARBO Ceramics | 0.0 | $1.7M | 254k | 6.85 | |
| Destination Maternity Corporation | 0.0 | $2.1M | 655k | 3.23 | |
| Amber Road | 0.0 | $2.0M | 229k | 8.57 | |
| Oncomed Pharmaceuticals | 0.0 | $1.1M | 329k | 3.33 | |
| Emerson Electric (EMR) | 0.0 | $268k | 4.5k | 59.56 | |
| Chevron Corporation (CVX) | 0.0 | $203k | 2.0k | 104.10 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $235k | 2.7k | 87.04 |
