Disciplined Growth Investors as of Sept. 30, 2017
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 4.8 | $230M | 2.1M | 109.31 | |
| Middleby Corporation (MIDD) | 4.4 | $209M | 1.6M | 128.17 | |
| Align Technology (ALGN) | 4.2 | $203M | 1.1M | 186.27 | |
| Open Text Corp (OTEX) | 3.9 | $185M | 5.7M | 32.29 | |
| TJX Companies (TJX) | 3.8 | $182M | 2.5M | 73.73 | |
| Intuit (INTU) | 3.8 | $181M | 1.3M | 142.14 | |
| Plexus (PLXS) | 3.5 | $167M | 3.0M | 56.08 | |
| Autodesk (ADSK) | 3.4 | $164M | 1.5M | 112.26 | |
| Intuitive Surgical (ISRG) | 3.1 | $147M | 141k | 1045.88 | |
| Royal Caribbean Cruises (RCL) | 2.6 | $126M | 1.1M | 118.54 | |
| Sleep Number Corp (SNBR) | 2.4 | $114M | 3.7M | 31.05 | |
| FactSet Research Systems (FDS) | 2.4 | $112M | 624k | 180.11 | |
| Altaba | 2.2 | $104M | 1.6M | 66.24 | |
| Landstar System (LSTR) | 2.0 | $94M | 939k | 99.65 | |
| JetBlue Airways Corporation (JBLU) | 1.9 | $90M | 4.9M | 18.53 | |
| Ubiquiti Networks | 1.9 | $90M | 1.6M | 56.02 | |
| Power Integrations (POWI) | 1.9 | $89M | 1.2M | 73.20 | |
| Garmin (GRMN) | 1.8 | $87M | 1.6M | 53.97 | |
| Gentex Corporation (GNTX) | 1.8 | $85M | 4.3M | 19.80 | |
| Ultra Petroleum | 1.8 | $85M | 9.8M | 8.67 | |
| Microchip Technology (MCHP) | 1.8 | $85M | 944k | 89.78 | |
| Plantronics | 1.8 | $85M | 1.9M | 44.22 | |
| L Brands | 1.7 | $82M | 2.0M | 41.61 | |
| Seagate Technology Com Stk | 1.7 | $81M | 2.4M | 33.17 | |
| Akamai Technologies (AKAM) | 1.7 | $79M | 1.6M | 48.72 | |
| Varian Medical Systems | 1.6 | $77M | 774k | 100.06 | |
| Proto Labs (PRLB) | 1.6 | $76M | 951k | 80.30 | |
| RealPage | 1.6 | $74M | 1.9M | 39.90 | |
| Ethan Allen Interiors (ETD) | 1.5 | $73M | 2.2M | 32.40 | |
| ViaSat (VSAT) | 1.5 | $73M | 1.1M | 64.32 | |
| Gentherm (THRM) | 1.4 | $68M | 1.8M | 37.15 | |
| Stamps | 1.4 | $67M | 331k | 202.65 | |
| Gra (GGG) | 1.2 | $58M | 467k | 123.69 | |
| Medidata Solutions | 1.2 | $56M | 723k | 78.06 | |
| Gigamon | 1.2 | $56M | 1.3M | 42.15 | |
| Super Micro Computer (SMCI) | 1.1 | $52M | 2.3M | 22.10 | |
| Myriad Genetics (MYGN) | 1.0 | $49M | 1.3M | 36.18 | |
| Cognex Corporation (CGNX) | 1.0 | $47M | 424k | 110.28 | |
| Dolby Laboratories (DLB) | 0.9 | $43M | 744k | 57.52 | |
| Cheesecake Factory Incorporated (CAKE) | 0.9 | $42M | 1.0M | 42.12 | |
| Nordstrom (JWN) | 0.9 | $42M | 890k | 47.15 | |
| Southwestern Energy Company | 0.9 | $42M | 6.8M | 6.11 | |
| Under Armour (UAA) | 0.8 | $40M | 2.4M | 16.48 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $39M | 1.0M | 39.18 | |
| Manhattan Associates (MANH) | 0.8 | $39M | 925k | 41.57 | |
| Paychex (PAYX) | 0.8 | $37M | 619k | 59.96 | |
| Ihs Markit | 0.8 | $37M | 841k | 44.08 | |
| Ralph Lauren Corp (RL) | 0.8 | $36M | 403k | 88.29 | |
| Trex Company (TREX) | 0.7 | $34M | 375k | 90.07 | |
| Core Laboratories | 0.7 | $34M | 341k | 98.70 | |
| TCF Financial Corporation | 0.7 | $31M | 1.8M | 17.04 | |
| iRobot Corporation (IRBT) | 0.6 | $28M | 366k | 77.06 | |
| Ceva (CEVA) | 0.5 | $26M | 606k | 42.80 | |
| Urban Outfitters (URBN) | 0.5 | $22M | 923k | 23.90 | |
| Tripadvisor (TRIP) | 0.4 | $19M | 477k | 40.53 | |
| Nautilus (BFXXQ) | 0.3 | $17M | 986k | 16.90 | |
| Materalise Nv (MTLS) | 0.3 | $13M | 899k | 14.56 | |
| Ultimate Software | 0.2 | $12M | 63k | 189.60 | |
| Cara Therapeutics (CARA) | 0.2 | $12M | 849k | 13.69 | |
| CoStar (CSGP) | 0.2 | $11M | 40k | 268.25 | |
| Varex Imaging (VREX) | 0.2 | $11M | 318k | 33.84 | |
| Capella Education Company | 0.2 | $9.8M | 140k | 70.15 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $9.7M | 249k | 38.98 | |
| Geospace Technologies (GEOS) | 0.2 | $8.7M | 488k | 17.82 | |
| Panhandle Oil and Gas | 0.2 | $8.2M | 345k | 23.80 | |
| SPS Commerce (SPSC) | 0.2 | $8.1M | 142k | 56.71 | |
| MiMedx (MDXG) | 0.2 | $8.2M | 694k | 11.88 | |
| Channeladvisor | 0.2 | $8.1M | 706k | 11.50 | |
| PROS Holdings (PRO) | 0.2 | $7.4M | 307k | 24.13 | |
| Bottomline Technologies | 0.1 | $6.9M | 217k | 31.83 | |
| Duluth Holdings (DLTH) | 0.1 | $6.3M | 309k | 20.29 | |
| SurModics (SRDX) | 0.1 | $5.6M | 181k | 31.00 | |
| Comscore | 0.1 | $5.5M | 191k | 28.75 | |
| VASCO Data Security International | 0.1 | $4.3M | 359k | 12.05 | |
| Zumiez (ZUMZ) | 0.1 | $4.5M | 248k | 18.10 | |
| Key Technology | 0.1 | $4.2M | 223k | 18.89 | |
| NuVasive | 0.1 | $3.7M | 66k | 55.46 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $3.5M | 19k | 178.97 | |
| Stratasys (SSYS) | 0.1 | $3.5M | 150k | 23.12 | |
| Amber Road | 0.1 | $2.7M | 346k | 7.68 | |
| Kornit Digital (KRNT) | 0.1 | $2.7M | 177k | 15.30 | |
| CARBO Ceramics | 0.0 | $2.1M | 245k | 8.63 | |
| Oncomed Pharmaceuticals | 0.0 | $1.4M | 314k | 4.52 | |
| Mix Telematics Ltd - | 0.0 | $1.2M | 125k | 9.92 | |
| Destination Maternity Corporation | 0.0 | $1.0M | 625k | 1.67 | |
| Emerson Electric (EMR) | 0.0 | $283k | 4.5k | 62.89 | |
| Chevron Corporation (CVX) | 0.0 | $229k | 2.0k | 117.44 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $226k | 2.7k | 83.70 |
