Disciplined Growth Investors as of Dec. 31, 2017
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 4.7 | $239M | 2.1M | 112.71 | |
| Align Technology (ALGN) | 4.3 | $221M | 994k | 222.19 | |
| Middleby Corporation (MIDD) | 4.3 | $220M | 1.6M | 134.95 | |
| Open Text Corp (OTEX) | 4.0 | $203M | 5.7M | 35.67 | |
| Intuit (INTU) | 3.9 | $200M | 1.3M | 157.78 | |
| TJX Companies (TJX) | 3.7 | $188M | 2.5M | 76.46 | |
| Plexus (PLXS) | 3.6 | $182M | 3.0M | 60.72 | |
| Intuitive Surgical (ISRG) | 3.0 | $154M | 421k | 364.94 | |
| Autodesk (ADSK) | 3.0 | $153M | 1.5M | 104.83 | |
| Sleep Number Corp (SNBR) | 2.7 | $138M | 3.7M | 37.59 | |
| Royal Caribbean Cruises (RCL) | 2.5 | $128M | 1.1M | 119.28 | |
| FactSet Research Systems (FDS) | 2.4 | $120M | 624k | 192.76 | |
| L Brands | 2.3 | $119M | 2.0M | 60.22 | |
| Ubiquiti Networks | 2.2 | $114M | 1.6M | 71.02 | |
| JetBlue Airways Corporation (JBLU) | 2.1 | $108M | 4.9M | 22.34 | |
| Akamai Technologies (AKAM) | 2.1 | $107M | 1.6M | 65.04 | |
| Seagate Technology Com Stk | 2.0 | $102M | 2.4M | 41.84 | |
| Landstar System (LSTR) | 1.9 | $99M | 947k | 104.10 | |
| Proto Labs (PRLB) | 1.9 | $98M | 949k | 103.00 | |
| Garmin (GRMN) | 1.9 | $97M | 1.6M | 59.57 | |
| Ultra Petroleum | 1.9 | $97M | 1.1M | 89.83 | |
| Plantronics | 1.9 | $96M | 1.9M | 50.38 | |
| Gentex Corporation (GNTX) | 1.8 | $91M | 4.3M | 20.95 | |
| Power Integrations (POWI) | 1.8 | $90M | 1.2M | 73.55 | |
| ViaSat (VSAT) | 1.7 | $86M | 1.1M | 74.85 | |
| Varian Medical Systems | 1.7 | $86M | 773k | 111.15 | |
| Microchip Technology (MCHP) | 1.6 | $84M | 950k | 87.88 | |
| RealPage | 1.6 | $82M | 1.8M | 44.30 | |
| Nordstrom (JWN) | 1.3 | $68M | 1.4M | 47.38 | |
| Ethan Allen Interiors (ETD) | 1.3 | $64M | 2.2M | 28.60 | |
| Gra (GGG) | 1.2 | $63M | 1.4M | 45.22 | |
| Stamps | 1.2 | $62M | 329k | 188.00 | |
| Gentherm (THRM) | 1.2 | $60M | 1.9M | 31.75 | |
| Altaba | 1.1 | $58M | 824k | 69.85 | |
| Medidata Solutions | 1.0 | $53M | 831k | 63.37 | |
| Cognex Corporation (CGNX) | 1.0 | $51M | 838k | 61.16 | |
| Super Micro Computer (SMCI) | 1.0 | $49M | 2.3M | 20.93 | |
| Cheesecake Factory Incorporated (CAKE) | 0.9 | $48M | 1.0M | 48.18 | |
| Manhattan Associates (MANH) | 0.9 | $46M | 929k | 49.54 | |
| Myriad Genetics (MYGN) | 0.9 | $46M | 1.3M | 34.34 | |
| Dolby Laboratories (DLB) | 0.9 | $46M | 738k | 62.00 | |
| Paychex (PAYX) | 0.8 | $42M | 615k | 68.08 | |
| Ralph Lauren Corp (RL) | 0.8 | $42M | 404k | 103.69 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $41M | 1.0M | 39.94 | |
| Trex Company (TREX) | 0.8 | $40M | 370k | 108.39 | |
| Southwestern Energy Company | 0.8 | $38M | 6.9M | 5.58 | |
| Ihs Markit | 0.8 | $38M | 850k | 45.15 | |
| Core Laboratories | 0.7 | $37M | 342k | 109.55 | |
| TCF Financial Corporation | 0.7 | $37M | 1.8M | 20.50 | |
| Under Armour (UAA) | 0.7 | $33M | 2.3M | 14.43 | |
| Urban Outfitters (URBN) | 0.6 | $33M | 928k | 35.06 | |
| iRobot Corporation (IRBT) | 0.6 | $29M | 377k | 76.70 | |
| Ceva (CEVA) | 0.5 | $28M | 599k | 46.15 | |
| Tripadvisor (TRIP) | 0.3 | $17M | 490k | 34.46 | |
| Ultimate Software | 0.3 | $14M | 62k | 218.24 | |
| Nautilus (BFXXQ) | 0.3 | $14M | 1.0M | 13.35 | |
| Varex Imaging (VREX) | 0.2 | $13M | 317k | 40.17 | |
| CoStar (CSGP) | 0.2 | $12M | 40k | 296.95 | |
| Materalise Nv (MTLS) | 0.2 | $11M | 899k | 12.71 | |
| Capella Education Company | 0.2 | $11M | 138k | 77.40 | |
| Mix Telematics Ltd - | 0.2 | $10M | 819k | 12.76 | |
| Cara Therapeutics (CARA) | 0.2 | $11M | 861k | 12.24 | |
| MiMedx (MDXG) | 0.2 | $9.0M | 714k | 12.61 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $8.1M | 258k | 31.39 | |
| PROS Holdings (PRO) | 0.2 | $8.1M | 306k | 26.45 | |
| Bottomline Technologies | 0.1 | $7.5M | 216k | 34.68 | |
| Duluth Holdings (DLTH) | 0.1 | $7.7M | 432k | 17.85 | |
| Panhandle Oil and Gas | 0.1 | $7.3M | 357k | 20.55 | |
| SPS Commerce (SPSC) | 0.1 | $7.1M | 146k | 48.59 | |
| Geospace Technologies (GEOS) | 0.1 | $6.4M | 491k | 12.97 | |
| Channeladvisor | 0.1 | $6.4M | 708k | 9.00 | |
| Comscore | 0.1 | $5.3M | 188k | 28.50 | |
| VASCO Data Security International | 0.1 | $4.9M | 355k | 13.90 | |
| Zumiez (ZUMZ) | 0.1 | $5.1M | 245k | 20.82 | |
| SurModics (SRDX) | 0.1 | $5.0M | 179k | 28.00 | |
| Key Technology | 0.1 | $4.0M | 220k | 18.43 | |
| NuVasive | 0.1 | $3.8M | 65k | 58.48 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $3.6M | 19k | 186.70 | |
| Stratasys (SSYS) | 0.1 | $3.0M | 148k | 19.96 | |
| Kornit Digital (KRNT) | 0.1 | $2.9M | 182k | 16.15 | |
| CARBO Ceramics | 0.1 | $2.5M | 242k | 10.18 | |
| Amber Road | 0.1 | $2.5M | 343k | 7.34 | |
| Destination Maternity Corporation | 0.0 | $1.8M | 619k | 2.97 | |
| Oncomed Pharmaceuticals | 0.0 | $1.3M | 315k | 4.10 | |
| Emerson Electric (EMR) | 0.0 | $314k | 4.5k | 69.78 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $435k | 3.6k | 120.67 | |
| Chevron Corporation (CVX) | 0.0 | $244k | 2.0k | 125.13 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $232k | 2.7k | 85.93 |
