Disciplined Growth Investors as of Sept. 30, 2018
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 87 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Align Technology (ALGN) | 6.2 | $367M | 938k | 391.22 | |
| Edwards Lifesciences (EW) | 6.0 | $359M | 2.1M | 174.10 | |
| TJX Companies (TJX) | 4.6 | $274M | 2.4M | 112.02 | |
| Intuit (INTU) | 4.4 | $264M | 1.2M | 227.40 | |
| Intuitive Surgical (ISRG) | 3.7 | $221M | 385k | 574.00 | |
| Autodesk (ADSK) | 3.5 | $210M | 1.3M | 156.11 | |
| Middleby Corporation (MIDD) | 3.5 | $209M | 1.6M | 129.35 | |
| Open Text Corp (OTEX) | 3.5 | $209M | 5.5M | 38.04 | |
| Plexus (PLXS) | 2.9 | $174M | 3.0M | 58.51 | |
| Ubiquiti Networks | 2.6 | $157M | 1.6M | 98.86 | |
| Proto Labs (PRLB) | 2.5 | $152M | 939k | 161.75 | |
| Royal Caribbean Cruises (RCL) | 2.3 | $140M | 1.1M | 129.94 | |
| FactSet Research Systems (FDS) | 2.3 | $140M | 624k | 223.71 | |
| Sleep Number Corp (SNBR) | 2.2 | $134M | 3.7M | 36.78 | |
| Akamai Technologies (AKAM) | 2.0 | $121M | 1.7M | 73.15 | |
| RealPage | 2.0 | $118M | 1.8M | 65.90 | |
| Landstar System (LSTR) | 1.9 | $116M | 947k | 122.00 | |
| Plantronics | 1.9 | $115M | 1.9M | 60.30 | |
| Seagate Technology Com Stk | 1.9 | $114M | 2.4M | 47.35 | |
| Garmin (GRMN) | 1.9 | $114M | 1.6M | 70.05 | |
| Power Integrations (POWI) | 1.8 | $109M | 1.7M | 63.20 | |
| Dolby Laboratories (DLB) | 1.8 | $105M | 1.5M | 69.97 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $95M | 4.9M | 19.36 | |
| Gentex Corporation (GNTX) | 1.6 | $94M | 4.4M | 21.46 | |
| Nordstrom (JWN) | 1.4 | $86M | 1.4M | 59.81 | |
| Varian Medical Systems | 1.4 | $86M | 771k | 111.93 | |
| Gentherm (THRM) | 1.4 | $85M | 1.9M | 45.45 | |
| Super Micro Computer (SMCI) | 1.3 | $78M | 3.8M | 20.61 | |
| Microchip Technology (MCHP) | 1.3 | $76M | 964k | 78.91 | |
| ViaSat (VSAT) | 1.2 | $70M | 1.1M | 63.95 | |
| Medidata Solutions | 1.2 | $69M | 944k | 73.31 | |
| Southwestern Energy Company (SWN) | 1.1 | $66M | 13M | 5.11 | |
| Gra (GGG) | 1.1 | $65M | 1.4M | 46.34 | |
| Stamps | 1.1 | $64M | 283k | 226.20 | |
| Myriad Genetics (MYGN) | 1.1 | $62M | 1.4M | 46.00 | |
| L Brands | 1.0 | $61M | 2.0M | 30.30 | |
| Ralph Lauren Corp (RL) | 0.9 | $56M | 406k | 137.55 | |
| Trex Company (TREX) | 0.9 | $55M | 717k | 76.98 | |
| Cheesecake Factory Incorporated (CAKE) | 0.9 | $54M | 1.0M | 53.54 | |
| Manhattan Associates (MANH) | 0.8 | $51M | 931k | 54.60 | |
| Under Armour (UAA) | 0.8 | $49M | 2.3M | 21.22 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $46M | 1.0M | 45.62 | |
| Cognex Corporation (CGNX) | 0.8 | $46M | 825k | 55.82 | |
| Ihs Markit | 0.8 | $46M | 852k | 53.96 | |
| Paychex (PAYX) | 0.8 | $45M | 617k | 73.65 | |
| TCF Financial Corporation | 0.7 | $44M | 1.8M | 23.81 | |
| iRobot Corporation (IRBT) | 0.7 | $41M | 370k | 109.92 | |
| Core Laboratories | 0.7 | $40M | 347k | 115.83 | |
| Ethan Allen Interiors (ETD) | 0.7 | $40M | 1.9M | 20.75 | |
| Urban Outfitters (URBN) | 0.6 | $38M | 934k | 40.90 | |
| Tripadvisor (TRIP) | 0.4 | $26M | 503k | 51.07 | |
| Cara Therapeutics (CARA) | 0.3 | $20M | 850k | 23.95 | |
| Ultimate Software | 0.3 | $19M | 60k | 322.19 | |
| Ultra Petroleum | 0.3 | $17M | 15M | 1.12 | |
| Ceva (CEVA) | 0.3 | $17M | 582k | 28.75 | |
| Strategic Education (STRA) | 0.3 | $16M | 119k | 137.03 | |
| Bottomline Technologies | 0.2 | $15M | 208k | 72.71 | |
| Mix Telematics Ltd - | 0.2 | $15M | 1.0M | 14.44 | |
| SPS Commerce (SPSC) | 0.2 | $14M | 143k | 99.24 | |
| Nautilus (BFXXQ) | 0.2 | $14M | 1.0M | 13.95 | |
| SurModics (SRDX) | 0.2 | $13M | 174k | 74.65 | |
| Duluth Holdings (DLTH) | 0.2 | $13M | 424k | 31.46 | |
| Altaba | 0.2 | $13M | 185k | 68.12 | |
| Materalise Nv (MTLS) | 0.2 | $12M | 874k | 13.80 | |
| PROS Holdings (PRO) | 0.2 | $11M | 302k | 35.02 | |
| CoStar (CSGP) | 0.1 | $8.9M | 21k | 420.82 | |
| Channeladvisor | 0.1 | $8.7M | 697k | 12.45 | |
| Casa Systems (CASA) | 0.1 | $8.8M | 597k | 14.75 | |
| Geospace Technologies (GEOS) | 0.1 | $7.4M | 540k | 13.70 | |
| MSC Industrial Direct (MSM) | 0.1 | $6.5M | 73k | 88.11 | |
| Zumiez (ZUMZ) | 0.1 | $6.3M | 238k | 26.35 | |
| Panhandle Oil and Gas | 0.1 | $6.5M | 354k | 18.45 | |
| Onespan (OSPN) | 0.1 | $6.6M | 345k | 19.05 | |
| Amber Road | 0.1 | $6.2M | 647k | 9.62 | |
| Acacia Communications | 0.1 | $6.2M | 150k | 41.37 | |
| Attunity | 0.1 | $5.4M | 288k | 18.89 | |
| Lumber Liquidators Holdings (LL) | 0.1 | $3.9M | 253k | 15.49 | |
| NuVasive | 0.1 | $4.4M | 62k | 70.98 | |
| MiMedx (MDXG) | 0.1 | $4.4M | 707k | 6.18 | |
| Flotek Industries | 0.1 | $3.7M | 1.6M | 2.40 | |
| Stratasys (SSYS) | 0.1 | $3.4M | 145k | 23.11 | |
| Kornit Digital (KRNT) | 0.1 | $3.7M | 169k | 21.90 | |
| Destination Maternity Corporation | 0.1 | $2.8M | 605k | 4.66 | |
| CARBO Ceramics | 0.0 | $1.7M | 239k | 7.25 | |
| Emerson Electric (EMR) | 0.0 | $345k | 4.5k | 76.67 | |
| Chevron Corporation (CVX) | 0.0 | $238k | 2.0k | 122.05 | |
| Redhill Biopharma Ltd cmn | 0.0 | $295k | 33k | 8.82 |
