Disciplined Growth Investors as of Dec. 31, 2018
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 89 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 6.0 | $293M | 1.9M | 153.17 | |
| TJX Companies (TJX) | 4.4 | $215M | 4.8M | 44.74 | |
| Intuit (INTU) | 4.2 | $202M | 1.0M | 196.85 | |
| Align Technology (ALGN) | 4.1 | $200M | 957k | 209.43 | |
| Intuitive Surgical (ISRG) | 3.6 | $177M | 370k | 478.92 | |
| Open Text Corp (OTEX) | 3.6 | $173M | 5.3M | 32.60 | |
| Autodesk (ADSK) | 3.5 | $168M | 1.3M | 128.61 | |
| Middleby Corporation (MIDD) | 3.4 | $163M | 1.6M | 102.73 | |
| Ubiquiti Networks | 3.2 | $155M | 1.6M | 99.41 | |
| Plexus (PLXS) | 3.1 | $150M | 2.9M | 51.08 | |
| FactSet Research Systems (FDS) | 2.5 | $122M | 609k | 200.13 | |
| Sleep Number Corp (SNBR) | 2.4 | $114M | 3.6M | 31.73 | |
| Power Integrations (POWI) | 2.2 | $108M | 1.8M | 60.98 | |
| Royal Caribbean Cruises (RCL) | 2.1 | $104M | 1.1M | 97.79 | |
| Proto Labs (PRLB) | 2.1 | $104M | 922k | 112.79 | |
| Garmin (GRMN) | 2.1 | $102M | 1.6M | 63.32 | |
| RealPage | 2.1 | $101M | 2.1M | 48.19 | |
| Akamai Technologies (AKAM) | 2.1 | $100M | 1.6M | 61.08 | |
| Dolby Laboratories (DLB) | 1.9 | $91M | 1.5M | 61.84 | |
| Stamps | 1.9 | $90M | 576k | 155.64 | |
| Landstar System (LSTR) | 1.8 | $89M | 935k | 95.67 | |
| Gentex Corporation (GNTX) | 1.8 | $87M | 4.3M | 20.21 | |
| Varian Medical Systems | 1.8 | $85M | 753k | 113.31 | |
| Seagate Technology Com Stk | 1.6 | $80M | 2.1M | 38.59 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $78M | 4.9M | 16.06 | |
| Medidata Solutions | 1.6 | $75M | 1.1M | 67.42 | |
| Gentherm (THRM) | 1.5 | $74M | 1.8M | 39.98 | |
| Microchip Technology (MCHP) | 1.4 | $69M | 964k | 71.92 | |
| Nordstrom (JWN) | 1.4 | $66M | 1.4M | 46.61 | |
| ViaSat (VSAT) | 1.3 | $63M | 1.1M | 58.95 | |
| Plantronics | 1.3 | $63M | 1.9M | 33.10 | |
| Gra (GGG) | 1.2 | $58M | 1.4M | 41.85 | |
| Super Micro Computer (SMCI) | 1.1 | $51M | 3.7M | 13.80 | |
| L Brands | 1.0 | $50M | 2.0M | 25.67 | |
| Southwestern Energy Company | 0.9 | $43M | 13M | 3.41 | |
| Cheesecake Factory Incorporated (CAKE) | 0.9 | $43M | 992k | 43.51 | |
| MSC Industrial Direct (MSM) | 0.9 | $43M | 554k | 76.92 | |
| IPG Photonics Corporation (IPGP) | 0.8 | $41M | 363k | 113.29 | |
| Ralph Lauren Corp (RL) | 0.8 | $41M | 397k | 103.46 | |
| Under Armour (UAA) | 0.8 | $40M | 2.3M | 17.67 | |
| Ihs Markit | 0.8 | $40M | 840k | 47.97 | |
| Paychex (PAYX) | 0.8 | $39M | 604k | 65.15 | |
| Trex Company (TREX) | 0.8 | $39M | 662k | 59.36 | |
| Manhattan Associates (MANH) | 0.8 | $39M | 917k | 42.37 | |
| Myriad Genetics (MYGN) | 0.8 | $39M | 1.3M | 29.07 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $38M | 1.0M | 37.21 | |
| TCF Financial Corporation | 0.7 | $35M | 1.8M | 19.49 | |
| Cognex Corporation (CGNX) | 0.7 | $32M | 815k | 38.67 | |
| Urban Outfitters (URBN) | 0.6 | $31M | 942k | 33.20 | |
| iRobot Corporation (IRBT) | 0.6 | $31M | 370k | 83.74 | |
| Tripadvisor (TRIP) | 0.6 | $27M | 493k | 53.94 | |
| Core Laboratories | 0.4 | $20M | 339k | 59.66 | |
| Mix Telematics Ltd - | 0.3 | $17M | 1.1M | 15.65 | |
| Materalise Nv (MTLS) | 0.3 | $17M | 856k | 20.03 | |
| Ultimate Software | 0.3 | $15M | 60k | 244.87 | |
| Strategic Education (STRA) | 0.3 | $13M | 118k | 113.42 | |
| Ceva (CEVA) | 0.3 | $13M | 578k | 22.09 | |
| Ultra Petroleum | 0.3 | $13M | 17M | 0.76 | |
| SPS Commerce (SPSC) | 0.2 | $12M | 142k | 82.38 | |
| Nautilus (BFXXQ) | 0.2 | $11M | 1.0M | 10.90 | |
| Attunity | 0.2 | $11M | 578k | 19.68 | |
| Cara Therapeutics (CARA) | 0.2 | $11M | 847k | 13.00 | |
| Duluth Holdings (DLTH) | 0.2 | $11M | 422k | 25.23 | |
| Bottomline Technologies | 0.2 | $10M | 208k | 48.00 | |
| PROS Holdings (PRO) | 0.2 | $9.3M | 297k | 31.40 | |
| Geospace Technologies (GEOS) | 0.2 | $9.2M | 894k | 10.31 | |
| Amber Road | 0.2 | $8.9M | 1.1M | 8.23 | |
| SurModics (SRDX) | 0.2 | $8.1M | 172k | 47.26 | |
| Channeladvisor | 0.2 | $7.9M | 694k | 11.35 | |
| Casa Systems | 0.2 | $7.8M | 594k | 13.13 | |
| CoStar (CSGP) | 0.1 | $7.1M | 21k | 337.36 | |
| Redhill Biopharma Ltd cmn | 0.1 | $6.3M | 1.1M | 5.55 | |
| Acacia Communications | 0.1 | $5.6M | 149k | 38.00 | |
| Panhandle Oil and Gas | 0.1 | $5.5M | 353k | 15.50 | |
| Stitch Fix (SFIX) | 0.1 | $5.6M | 326k | 17.09 | |
| Zumiez (ZUMZ) | 0.1 | $4.5M | 237k | 19.17 | |
| Altaba | 0.1 | $4.1M | 71k | 57.94 | |
| Onespan (OSPN) | 0.1 | $4.4M | 343k | 12.95 | |
| Destination Maternity Corporation | 0.1 | $3.6M | 1.3M | 2.84 | |
| NuVasive | 0.1 | $3.0M | 61k | 49.57 | |
| Kornit Digital (KRNT) | 0.1 | $3.0M | 161k | 18.72 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.1 | $2.4M | 252k | 9.52 | |
| Stratasys (SSYS) | 0.1 | $2.6M | 145k | 18.01 | |
| Flotek Industries | 0.0 | $1.7M | 1.6M | 1.09 | |
| CARBO Ceramics | 0.0 | $825k | 237k | 3.48 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.2M | 10k | 113.72 | |
| MiMedx (MDXG) | 0.0 | $866k | 484k | 1.79 | |
| Emerson Electric (EMR) | 0.0 | $269k | 4.5k | 59.78 | |
| Chevron Corporation (CVX) | 0.0 | $212k | 2.0k | 108.72 |
