Disciplined Growth Investors as of March 31, 2018
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 85 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 5.6 | $287M | 2.1M | 139.52 | |
| Align Technology (ALGN) | 4.7 | $241M | 959k | 251.13 | |
| Intuit (INTU) | 4.1 | $207M | 1.2M | 173.35 | |
| Middleby Corporation (MIDD) | 3.9 | $197M | 1.6M | 123.79 | |
| TJX Companies (TJX) | 3.8 | $195M | 2.4M | 81.56 | |
| Open Text Corp (OTEX) | 3.8 | $192M | 5.5M | 34.80 | |
| Plexus (PLXS) | 3.4 | $175M | 2.9M | 59.73 | |
| Autodesk (ADSK) | 3.4 | $172M | 1.4M | 125.58 | |
| Intuitive Surgical (ISRG) | 3.3 | $166M | 401k | 412.83 | |
| Seagate Technology Com Stk | 2.7 | $139M | 2.4M | 58.52 | |
| Sleep Number Corp (SNBR) | 2.5 | $127M | 3.6M | 35.15 | |
| Royal Caribbean Cruises (RCL) | 2.4 | $124M | 1.1M | 117.74 | |
| FactSet Research Systems (FDS) | 2.4 | $122M | 610k | 199.42 | |
| Akamai Technologies (AKAM) | 2.2 | $114M | 1.6M | 70.98 | |
| Plantronics | 2.2 | $113M | 1.9M | 60.37 | |
| Proto Labs (PRLB) | 2.1 | $109M | 926k | 117.55 | |
| Ubiquiti Networks | 2.1 | $107M | 1.6M | 68.80 | |
| Landstar System (LSTR) | 2.0 | $101M | 924k | 109.65 | |
| Gentex Corporation (GNTX) | 1.9 | $98M | 4.2M | 23.02 | |
| JetBlue Airways Corporation (JBLU) | 1.9 | $96M | 4.7M | 20.32 | |
| Power Integrations (POWI) | 1.9 | $95M | 1.4M | 68.35 | |
| Garmin (GRMN) | 1.8 | $94M | 1.6M | 58.93 | |
| Varian Medical Systems | 1.8 | $93M | 755k | 122.65 | |
| RealPage | 1.8 | $91M | 1.8M | 51.50 | |
| Microchip Technology (MCHP) | 1.7 | $85M | 932k | 91.36 | |
| ViaSat (VSAT) | 1.4 | $74M | 1.1M | 65.72 | |
| L Brands | 1.4 | $74M | 1.9M | 38.21 | |
| Nordstrom (JWN) | 1.3 | $67M | 1.4M | 48.41 | |
| Stamps | 1.3 | $66M | 327k | 201.05 | |
| Gra (GGG) | 1.2 | $63M | 1.4M | 45.72 | |
| Gentherm (THRM) | 1.2 | $63M | 1.8M | 33.95 | |
| Medidata Solutions | 1.1 | $59M | 932k | 62.81 | |
| Ultra Petroleum | 1.1 | $54M | 13M | 4.14 | |
| Southwestern Energy Company | 1.1 | $54M | 13M | 4.33 | |
| Ethan Allen Interiors (ETD) | 1.0 | $50M | 2.2M | 22.95 | |
| Altaba | 1.0 | $50M | 679k | 74.04 | |
| Cheesecake Factory Incorporated (CAKE) | 0.9 | $48M | 989k | 48.22 | |
| Dolby Laboratories (DLB) | 0.9 | $46M | 722k | 63.56 | |
| Synaptics, Incorporated (SYNA) | 0.9 | $46M | 999k | 45.73 | |
| Ralph Lauren Corp (RL) | 0.9 | $44M | 394k | 111.80 | |
| Cognex Corporation (CGNX) | 0.8 | $42M | 802k | 51.99 | |
| TCF Financial Corporation | 0.8 | $41M | 1.8M | 22.81 | |
| Trex Company (TREX) | 0.8 | $40M | 368k | 108.77 | |
| Ihs Markit | 0.8 | $40M | 833k | 48.24 | |
| Super Micro Computer (SMCI) | 0.8 | $39M | 2.3M | 17.00 | |
| Myriad Genetics (MYGN) | 0.8 | $39M | 1.3M | 29.55 | |
| Manhattan Associates (MANH) | 0.7 | $38M | 904k | 41.88 | |
| Paychex (PAYX) | 0.7 | $37M | 603k | 61.59 | |
| Under Armour (UAA) | 0.7 | $37M | 2.2M | 16.35 | |
| Core Laboratories | 0.7 | $36M | 335k | 108.22 | |
| Urban Outfitters (URBN) | 0.7 | $34M | 909k | 36.96 | |
| iRobot Corporation (IRBT) | 0.5 | $24M | 376k | 64.19 | |
| Ceva (CEVA) | 0.4 | $22M | 595k | 36.20 | |
| Tripadvisor (TRIP) | 0.4 | $20M | 481k | 40.89 | |
| Ultimate Software | 0.3 | $15M | 62k | 243.70 | |
| CoStar (CSGP) | 0.3 | $14M | 40k | 362.68 | |
| Nautilus (BFXXQ) | 0.3 | $14M | 1.0M | 13.45 | |
| Mix Telematics Ltd - | 0.2 | $13M | 812k | 15.55 | |
| Capella Education Company | 0.2 | $12M | 139k | 87.35 | |
| Cara Therapeutics (CARA) | 0.2 | $11M | 860k | 12.38 | |
| Materalise Nv (MTLS) | 0.2 | $11M | 894k | 11.69 | |
| PROS Holdings (PRO) | 0.2 | $10M | 305k | 33.01 | |
| Flotek Industries | 0.2 | $9.7M | 1.6M | 6.10 | |
| SPS Commerce (SPSC) | 0.2 | $9.3M | 145k | 64.07 | |
| Bottomline Technologies | 0.2 | $8.3M | 214k | 38.75 | |
| Duluth Holdings (DLTH) | 0.2 | $8.1M | 431k | 18.73 | |
| Panhandle Oil and Gas | 0.1 | $6.9M | 359k | 19.30 | |
| SurModics (SRDX) | 0.1 | $6.8M | 178k | 38.05 | |
| Channeladvisor | 0.1 | $6.4M | 707k | 9.10 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.1 | $6.2M | 258k | 23.92 | |
| Zumiez (ZUMZ) | 0.1 | $5.8M | 243k | 23.90 | |
| MiMedx (MDXG) | 0.1 | $5.0M | 714k | 6.97 | |
| VASCO Data Security International | 0.1 | $4.6M | 353k | 12.95 | |
| Comscore | 0.1 | $4.5M | 186k | 24.07 | |
| Geospace Technologies (GEOS) | 0.1 | $4.8M | 490k | 9.87 | |
| NuVasive | 0.1 | $3.3M | 64k | 52.20 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $3.2M | 17k | 190.60 | |
| Stratasys (SSYS) | 0.1 | $3.0M | 148k | 20.18 | |
| Amber Road | 0.1 | $3.0M | 342k | 8.90 | |
| Kornit Digital (KRNT) | 0.0 | $2.3M | 176k | 12.90 | |
| CARBO Ceramics | 0.0 | $1.8M | 241k | 7.25 | |
| Destination Maternity Corporation | 0.0 | $1.6M | 617k | 2.59 | |
| Oncomed Pharmaceuticals | 0.0 | $983k | 309k | 3.18 | |
| Emerson Electric (EMR) | 0.0 | $307k | 4.5k | 68.22 | |
| Chevron Corporation (CVX) | 0.0 | $222k | 2.0k | 113.85 |
