Disciplined Growth Investors as of March 31, 2019
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 6.2 | $355M | 1.9M | 191.33 | |
| Align Technology (ALGN) | 4.8 | $272M | 957k | 284.33 | |
| Intuit (INTU) | 4.6 | $265M | 1.0M | 261.41 | |
| TJX Companies (TJX) | 4.4 | $253M | 4.7M | 53.21 | |
| Ubiquiti Networks | 4.0 | $231M | 1.5M | 149.71 | |
| Intuitive Surgical (ISRG) | 3.7 | $209M | 367k | 570.58 | |
| Middleby Corporation (MIDD) | 3.6 | $205M | 1.6M | 130.03 | |
| Open Text Corp (OTEX) | 3.4 | $196M | 5.1M | 38.43 | |
| Plexus (PLXS) | 3.1 | $178M | 2.9M | 60.95 | |
| Sleep Number Corp (SNBR) | 3.0 | $168M | 3.6M | 47.00 | |
| FactSet Research Systems (FDS) | 2.6 | $150M | 602k | 248.27 | |
| Autodesk (ADSK) | 2.6 | $148M | 949k | 155.82 | |
| Garmin (GRMN) | 2.4 | $137M | 1.6M | 86.35 | |
| RealPage | 2.2 | $127M | 2.1M | 60.69 | |
| Power Integrations (POWI) | 2.2 | $123M | 1.8M | 69.94 | |
| Royal Caribbean Cruises (RCL) | 2.1 | $120M | 1.0M | 114.62 | |
| Akamai Technologies (AKAM) | 2.0 | $117M | 1.6M | 71.71 | |
| Varian Medical Systems | 1.9 | $106M | 745k | 141.72 | |
| Landstar System (LSTR) | 1.8 | $101M | 926k | 109.39 | |
| ViaSat (VSAT) | 1.7 | $99M | 1.3M | 77.50 | |
| Proto Labs (PRLB) | 1.7 | $97M | 920k | 105.14 | |
| Myriad Genetics (MYGN) | 1.7 | $95M | 2.9M | 33.20 | |
| Dolby Laboratories (DLB) | 1.6 | $92M | 1.5M | 62.97 | |
| Plantronics | 1.6 | $92M | 2.0M | 46.11 | |
| Gentex Corporation (GNTX) | 1.6 | $88M | 4.3M | 20.68 | |
| Super Micro Computer (SMCI) | 1.4 | $83M | 3.9M | 21.13 | |
| Medidata Solutions | 1.4 | $82M | 1.1M | 73.24 | |
| Microchip Technology (MCHP) | 1.4 | $79M | 955k | 82.96 | |
| JetBlue Airways Corporation (JBLU) | 1.4 | $79M | 4.8M | 16.36 | |
| Southwestern Energy Company (SWN) | 1.2 | $70M | 15M | 4.69 | |
| Gentherm (THRM) | 1.2 | $68M | 1.9M | 36.86 | |
| Gra (GGG) | 1.2 | $68M | 1.4M | 49.52 | |
| Nordstrom (JWN) | 1.1 | $63M | 1.4M | 44.38 | |
| Stamps | 1.0 | $58M | 714k | 81.41 | |
| IPG Photonics Corporation (IPGP) | 1.0 | $55M | 361k | 151.78 | |
| L Brands | 0.9 | $54M | 2.0M | 27.58 | |
| Cognex Corporation (CGNX) | 0.9 | $53M | 1.0M | 50.86 | |
| Ralph Lauren Corp (RL) | 0.9 | $51M | 396k | 129.68 | |
| Manhattan Associates (MANH) | 0.9 | $50M | 905k | 55.11 | |
| Cheesecake Factory Incorporated (CAKE) | 0.8 | $48M | 987k | 48.92 | |
| Paychex (PAYX) | 0.8 | $48M | 595k | 80.20 | |
| Under Armour (UAA) | 0.8 | $48M | 2.3M | 21.14 | |
| MSC Industrial Direct (MSM) | 0.8 | $46M | 550k | 82.71 | |
| Ihs Markit | 0.8 | $45M | 830k | 54.38 | |
| iRobot Corporation (IRBT) | 0.8 | $44M | 372k | 117.69 | |
| Trex Company (TREX) | 0.7 | $41M | 664k | 61.52 | |
| TCF Financial Corporation | 0.6 | $37M | 1.8M | 20.69 | |
| Seagate Technology Com Stk | 0.5 | $31M | 645k | 47.89 | |
| Urban Outfitters (URBN) | 0.5 | $28M | 940k | 29.64 | |
| Tripadvisor (TRIP) | 0.4 | $25M | 491k | 51.45 | |
| Core Laboratories | 0.4 | $23M | 338k | 68.93 | |
| Mix Telematics Ltd - | 0.3 | $18M | 1.1M | 16.67 | |
| Cara Therapeutics (CARA) | 0.3 | $17M | 853k | 19.62 | |
| Ceva (CEVA) | 0.3 | $16M | 584k | 26.96 | |
| SPS Commerce (SPSC) | 0.3 | $15M | 143k | 106.06 | |
| Strategic Education (STRA) | 0.3 | $16M | 119k | 131.31 | |
| Attunity | 0.2 | $14M | 580k | 23.45 | |
| Materalise Nv (MTLS) | 0.2 | $13M | 851k | 15.74 | |
| PROS Holdings (PRO) | 0.2 | $13M | 301k | 42.24 | |
| Ultimate Software | 0.2 | $12M | 36k | 330.13 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $12M | 300k | 39.75 | |
| Geospace Technologies (GEOS) | 0.2 | $12M | 896k | 12.94 | |
| Bottomline Technologies | 0.2 | $10M | 208k | 50.09 | |
| Duluth Holdings (DLTH) | 0.2 | $10M | 426k | 23.84 | |
| Ultra Petroleum | 0.2 | $10M | 17M | 0.61 | |
| CoStar (CSGP) | 0.2 | $9.8M | 21k | 466.41 | |
| Redhill Biopharma Ltd cmn | 0.2 | $9.6M | 1.1M | 8.31 | |
| Amber Road | 0.2 | $9.5M | 1.1M | 8.67 | |
| Stitch Fix (SFIX) | 0.2 | $9.3M | 328k | 28.23 | |
| Channeladvisor | 0.1 | $8.5M | 699k | 12.18 | |
| Acacia Communications | 0.1 | $8.6M | 149k | 57.35 | |
| SurModics (SRDX) | 0.1 | $7.6M | 174k | 43.48 | |
| Onespan (OSPN) | 0.1 | $6.6M | 343k | 19.22 | |
| Zumiez (ZUMZ) | 0.1 | $5.9M | 239k | 24.89 | |
| Nautilus (BFXXQ) | 0.1 | $5.7M | 1.0M | 5.56 | |
| Panhandle Oil and Gas | 0.1 | $5.6M | 357k | 15.70 | |
| Flotek Industries | 0.1 | $5.0M | 1.6M | 3.24 | |
| Casa Systems (CASA) | 0.1 | $5.0M | 601k | 8.30 | |
| Destination Maternity Corporation | 0.1 | $4.3M | 2.0M | 2.18 | |
| Kornit Digital (KRNT) | 0.1 | $3.8M | 161k | 23.80 | |
| Altaba | 0.1 | $3.8M | 51k | 74.12 | |
| NuVasive | 0.1 | $3.5M | 62k | 56.78 | |
| Stratasys (SSYS) | 0.1 | $3.5M | 146k | 23.82 | |
| Lumber Liquidators Holdings (LL) | 0.0 | $2.2M | 220k | 10.10 | |
| MiMedx (MDXG) | 0.0 | $1.7M | 483k | 3.51 | |
| Emerson Electric (EMR) | 0.0 | $308k | 4.5k | 68.44 | |
| CARBO Ceramics | 0.0 | $834k | 238k | 3.50 | |
| Chevron Corporation (CVX) | 0.0 | $240k | 2.0k | 123.08 |
