Disciplined Growth Investors as of June 30, 2018
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 85 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Align Technology (ALGN) | 5.9 | $318M | 928k | 342.14 | |
| Edwards Lifesciences (EW) | 5.5 | $295M | 2.0M | 145.57 | |
| Intuit (INTU) | 4.3 | $231M | 1.1M | 204.30 | |
| TJX Companies (TJX) | 4.1 | $224M | 2.4M | 95.18 | |
| Open Text Corp (OTEX) | 3.5 | $192M | 5.4M | 35.19 | |
| Intuitive Surgical (ISRG) | 3.4 | $182M | 381k | 478.48 | |
| Autodesk (ADSK) | 3.2 | $175M | 1.3M | 131.09 | |
| Plexus (PLXS) | 3.2 | $173M | 2.9M | 59.54 | |
| Middleby Corporation (MIDD) | 3.0 | $165M | 1.6M | 104.42 | |
| Plantronics | 2.6 | $141M | 1.8M | 76.25 | |
| Seagate Technology Com Stk | 2.4 | $131M | 2.3M | 56.47 | |
| Ubiquiti Networks | 2.4 | $130M | 1.5M | 84.72 | |
| Power Integrations (POWI) | 2.2 | $121M | 1.7M | 73.05 | |
| FactSet Research Systems (FDS) | 2.2 | $119M | 603k | 198.10 | |
| Akamai Technologies (AKAM) | 2.1 | $116M | 1.6M | 73.23 | |
| Proto Labs (PRLB) | 2.0 | $109M | 916k | 118.95 | |
| Royal Caribbean Cruises (RCL) | 2.0 | $108M | 1.0M | 103.60 | |
| Sleep Number Corp (SNBR) | 1.9 | $104M | 3.6M | 29.02 | |
| Landstar System (LSTR) | 1.8 | $100M | 914k | 109.20 | |
| RealPage | 1.8 | $97M | 1.8M | 55.10 | |
| Gentex Corporation (GNTX) | 1.8 | $96M | 4.2M | 23.02 | |
| Garmin (GRMN) | 1.8 | $96M | 1.6M | 61.00 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $89M | 4.7M | 18.98 | |
| Varian Medical Systems | 1.6 | $85M | 746k | 113.72 | |
| Microchip Technology (MCHP) | 1.6 | $84M | 923k | 90.95 | |
| Dolby Laboratories (DLB) | 1.5 | $83M | 1.3M | 61.69 | |
| Super Micro Computer (SMCI) | 1.5 | $83M | 3.5M | 23.65 | |
| Medidata Solutions | 1.4 | $75M | 926k | 80.56 | |
| ViaSat (VSAT) | 1.4 | $73M | 1.1M | 65.72 | |
| Stamps | 1.4 | $73M | 288k | 253.05 | |
| Gentherm (THRM) | 1.3 | $72M | 1.8M | 39.30 | |
| Nordstrom (JWN) | 1.3 | $71M | 1.4M | 51.78 | |
| L Brands | 1.3 | $70M | 1.9M | 36.88 | |
| Southwestern Energy Company (SWN) | 1.2 | $66M | 12M | 5.30 | |
| Gra (GGG) | 1.1 | $61M | 1.4M | 45.22 | |
| Cheesecake Factory Incorporated (CAKE) | 1.0 | $54M | 980k | 55.06 | |
| Ethan Allen Interiors (ETD) | 1.0 | $53M | 2.2M | 24.50 | |
| Under Armour (UAA) | 0.9 | $50M | 2.2M | 22.48 | |
| Synaptics, Incorporated (SYNA) | 0.9 | $50M | 993k | 50.37 | |
| Myriad Genetics (MYGN) | 0.9 | $49M | 1.3M | 37.37 | |
| Ralph Lauren Corp (RL) | 0.9 | $49M | 390k | 125.72 | |
| Trex Company (TREX) | 0.8 | $46M | 734k | 62.59 | |
| TCF Financial Corporation | 0.8 | $43M | 1.7M | 24.62 | |
| Manhattan Associates (MANH) | 0.8 | $42M | 894k | 47.01 | |
| Ihs Markit | 0.8 | $42M | 822k | 51.59 | |
| Core Laboratories | 0.8 | $42M | 331k | 126.21 | |
| Paychex (PAYX) | 0.8 | $41M | 596k | 68.35 | |
| Urban Outfitters (URBN) | 0.7 | $40M | 893k | 44.55 | |
| Cognex Corporation (CGNX) | 0.7 | $36M | 799k | 44.61 | |
| Ultra Petroleum | 0.6 | $32M | 14M | 2.30 | |
| Altaba | 0.6 | $32M | 432k | 73.21 | |
| iRobot Corporation (IRBT) | 0.5 | $29M | 376k | 75.77 | |
| Tripadvisor (TRIP) | 0.5 | $27M | 477k | 55.71 | |
| Ceva (CEVA) | 0.3 | $18M | 593k | 30.20 | |
| CoStar (CSGP) | 0.3 | $16M | 40k | 412.64 | |
| Cara Therapeutics (CARA) | 0.3 | $16M | 858k | 19.15 | |
| Ultimate Software | 0.3 | $16M | 62k | 257.31 | |
| Nautilus (BFXXQ) | 0.3 | $16M | 1.0M | 15.70 | |
| Mix Telematics Ltd - | 0.3 | $14M | 810k | 17.72 | |
| Capella Education Company | 0.2 | $14M | 138k | 98.70 | |
| PROS Holdings (PRO) | 0.2 | $11M | 305k | 36.57 | |
| Materalise Nv (MTLS) | 0.2 | $12M | 892k | 12.98 | |
| Bottomline Technologies | 0.2 | $11M | 213k | 49.83 | |
| SPS Commerce (SPSC) | 0.2 | $11M | 145k | 73.48 | |
| Duluth Holdings (DLTH) | 0.2 | $10M | 430k | 23.79 | |
| SurModics (SRDX) | 0.2 | $9.8M | 177k | 55.20 | |
| Channeladvisor | 0.2 | $9.9M | 706k | 14.05 | |
| Panhandle Oil and Gas | 0.1 | $6.8M | 359k | 19.10 | |
| Geospace Technologies (GEOS) | 0.1 | $6.9M | 489k | 14.06 | |
| Onespan (OSPN) | 0.1 | $6.9M | 352k | 19.65 | |
| Lumber Liquidators Holdings (LL) | 0.1 | $6.3M | 257k | 24.35 | |
| Zumiez (ZUMZ) | 0.1 | $6.1M | 243k | 25.05 | |
| Acacia Communications | 0.1 | $5.3M | 152k | 34.81 | |
| Flotek Industries | 0.1 | $5.1M | 1.6M | 3.23 | |
| MiMedx (MDXG) | 0.1 | $4.6M | 713k | 6.39 | |
| Destination Maternity Corporation | 0.1 | $3.6M | 616k | 5.82 | |
| NuVasive | 0.1 | $3.3M | 64k | 52.12 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $3.4M | 17k | 204.31 | |
| Amber Road | 0.1 | $3.2M | 342k | 9.41 | |
| Kornit Digital (KRNT) | 0.1 | $3.1M | 176k | 17.80 | |
| Stratasys (SSYS) | 0.1 | $2.8M | 148k | 19.14 | |
| CARBO Ceramics | 0.0 | $2.2M | 241k | 9.17 | |
| Emerson Electric (EMR) | 0.0 | $311k | 4.5k | 69.11 | |
| Oncomed Pharmaceuticals | 0.0 | $351k | 152k | 2.31 | |
| Chevron Corporation (CVX) | 0.0 | $247k | 2.0k | 126.67 |
