Disciplined Growth Investors as of June 30, 2019
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 88 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 6.0 | $325M | 1.8M | 184.74 | |
| Align Technology (ALGN) | 4.6 | $249M | 910k | 273.70 | |
| Intuit (INTU) | 4.5 | $241M | 924k | 261.33 | |
| TJX Companies (TJX) | 4.4 | $237M | 4.5M | 52.88 | |
| Middleby Corporation (MIDD) | 3.8 | $204M | 1.5M | 135.70 | |
| Open Text Corp (OTEX) | 3.7 | $199M | 4.8M | 41.20 | |
| Ubiquiti Networks | 3.6 | $192M | 1.5M | 131.50 | |
| Intuitive Surgical (ISRG) | 3.4 | $181M | 344k | 524.55 | |
| Plexus (PLXS) | 3.0 | $163M | 2.8M | 58.37 | |
| FactSet Research Systems (FDS) | 2.8 | $150M | 525k | 286.56 | |
| Autodesk (ADSK) | 2.7 | $143M | 878k | 162.90 | |
| Sleep Number Corp (SNBR) | 2.6 | $140M | 3.5M | 40.39 | |
| Power Integrations (POWI) | 2.5 | $135M | 1.7M | 80.18 | |
| Akamai Technologies (AKAM) | 2.3 | $124M | 1.5M | 80.14 | |
| Royal Caribbean Cruises (RCL) | 2.2 | $120M | 994k | 121.21 | |
| Garmin (GRMN) | 2.2 | $120M | 1.5M | 79.80 | |
| RealPage | 2.2 | $117M | 2.0M | 58.85 | |
| ViaSat (VSAT) | 1.9 | $103M | 1.3M | 80.82 | |
| Proto Labs (PRLB) | 1.9 | $103M | 884k | 116.02 | |
| Gentex Corporation (GNTX) | 1.9 | $100M | 4.1M | 24.61 | |
| Varian Medical Systems | 1.8 | $97M | 712k | 136.13 | |
| Super Micro Computer (SMCI) | 1.8 | $95M | 4.9M | 19.35 | |
| Landstar System (LSTR) | 1.8 | $95M | 881k | 107.99 | |
| Dolby Laboratories (DLB) | 1.7 | $90M | 1.4M | 64.60 | |
| JetBlue Airways Corporation (JBLU) | 1.6 | $85M | 4.6M | 18.49 | |
| Microchip Technology (MCHP) | 1.5 | $78M | 903k | 86.70 | |
| Plantronics | 1.4 | $77M | 2.1M | 37.04 | |
| Myriad Genetics (MYGN) | 1.4 | $75M | 2.7M | 27.78 | |
| Gentherm (THRM) | 1.4 | $75M | 1.8M | 41.83 | |
| Gra (GGG) | 1.2 | $65M | 1.3M | 50.18 | |
| Manhattan Associates (MANH) | 1.1 | $60M | 859k | 69.33 | |
| Cognex Corporation (CGNX) | 1.1 | $59M | 1.2M | 47.98 | |
| Medidata Solutions | 1.1 | $59M | 650k | 90.51 | |
| Stamps | 1.1 | $58M | 1.3M | 45.27 | |
| Under Armour (UAA) | 1.0 | $55M | 2.2M | 25.35 | |
| IPG Photonics Corporation (IPGP) | 1.0 | $53M | 345k | 154.25 | |
| Southwestern Energy Company | 1.0 | $52M | 17M | 3.16 | |
| Ihs Markit | 0.9 | $50M | 790k | 63.72 | |
| L Brands | 0.9 | $49M | 1.9M | 26.10 | |
| Trex Company (TREX) | 0.9 | $48M | 665k | 71.70 | |
| Paychex (PAYX) | 0.9 | $47M | 566k | 82.29 | |
| Ralph Lauren Corp (RL) | 0.8 | $43M | 377k | 113.59 | |
| Nordstrom (JWN) | 0.8 | $43M | 1.3M | 31.86 | |
| Cheesecake Factory Incorporated (CAKE) | 0.8 | $42M | 950k | 43.72 | |
| MSC Industrial Direct (MSM) | 0.7 | $39M | 528k | 74.26 | |
| Core Laboratories | 0.7 | $38M | 730k | 52.28 | |
| TCF Financial Corporation | 0.7 | $35M | 1.7M | 20.79 | |
| iRobot Corporation (IRBT) | 0.6 | $34M | 369k | 91.64 | |
| Tripadvisor (TRIP) | 0.4 | $22M | 464k | 46.29 | |
| Strategic Education (STRA) | 0.4 | $21M | 117k | 178.00 | |
| Urban Outfitters (URBN) | 0.4 | $21M | 899k | 22.75 | |
| Seagate Technology Com Stk | 0.4 | $19M | 406k | 47.12 | |
| Cara Therapeutics (CARA) | 0.3 | $18M | 838k | 21.50 | |
| Mix Telematics Ltd - | 0.3 | $17M | 1.1M | 15.03 | |
| Materalise Nv (MTLS) | 0.3 | $17M | 851k | 19.52 | |
| SPS Commerce (SPSC) | 0.3 | $14M | 141k | 102.21 | |
| Ceva (CEVA) | 0.3 | $14M | 575k | 24.35 | |
| Geospace Technologies (GEOS) | 0.2 | $14M | 902k | 15.11 | |
| PROS Holdings (PRO) | 0.2 | $13M | 202k | 63.26 | |
| CoStar (CSGP) | 0.2 | $12M | 21k | 554.08 | |
| Attunity | 0.2 | $11M | 471k | 23.50 | |
| Stitch Fix (SFIX) | 0.2 | $11M | 329k | 31.99 | |
| Bottomline Technologies | 0.2 | $9.2M | 208k | 44.24 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $8.4M | 288k | 29.14 | |
| Amber Road | 0.2 | $8.4M | 643k | 13.06 | |
| SurModics (SRDX) | 0.1 | $7.6M | 175k | 43.17 | |
| Redhill Biopharma Ltd cmn | 0.1 | $7.4M | 1.1M | 6.50 | |
| Acacia Communications | 0.1 | $7.0M | 148k | 47.16 | |
| Zumiez (ZUMZ) | 0.1 | $6.1M | 235k | 26.10 | |
| Channeladvisor | 0.1 | $6.1M | 701k | 8.76 | |
| Duluth Holdings (DLTH) | 0.1 | $5.8M | 428k | 13.59 | |
| Flotek Industries | 0.1 | $5.2M | 1.6M | 3.31 | |
| Panhandle Oil and Gas | 0.1 | $4.7M | 358k | 13.04 | |
| Kornit Digital (KRNT) | 0.1 | $5.1M | 161k | 31.66 | |
| Onespan (OSPN) | 0.1 | $4.9M | 344k | 14.17 | |
| Stratasys (SSYS) | 0.1 | $4.3M | 147k | 29.37 | |
| NuVasive | 0.1 | $3.6M | 62k | 58.53 | |
| Casa Systems | 0.1 | $3.9M | 603k | 6.43 | |
| Destination Maternity Corporation | 0.1 | $3.0M | 2.3M | 1.32 | |
| Altaba | 0.1 | $3.5M | 50k | 69.37 | |
| Ultra Petroleum | 0.1 | $3.3M | 18M | 0.18 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.1 | $2.6M | 221k | 11.55 | |
| Nautilus (BFXXQ) | 0.0 | $2.3M | 1.0M | 2.21 | |
| MiMedx (MDXG) | 0.0 | $2.0M | 486k | 4.05 | |
| Emerson Electric (EMR) | 0.0 | $300k | 4.5k | 66.67 | |
| CARBO Ceramics | 0.0 | $322k | 239k | 1.35 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $356k | 2.5k | 142.46 | |
| Chevron Corporation (CVX) | 0.0 | $243k | 2.0k | 124.62 |
