Disciplined Growth Investors as of Sept. 30, 2019
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 87 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 5.8 | $311M | 1.4M | 219.91 | |
| TJX Companies (TJX) | 4.7 | $253M | 4.5M | 55.74 | |
| Intuit (INTU) | 4.3 | $234M | 880k | 265.94 | |
| Open Text Corp (OTEX) | 3.7 | $200M | 4.9M | 40.81 | |
| Middleby Corporation (MIDD) | 3.3 | $179M | 1.5M | 116.90 | |
| Plexus (PLXS) | 3.3 | $178M | 2.8M | 62.51 | |
| Intuitive Surgical (ISRG) | 3.2 | $174M | 322k | 539.93 | |
| Align Technology (ALGN) | 3.1 | $168M | 929k | 180.92 | |
| Ubiquiti (UI) | 3.0 | $159M | 1.3M | 118.26 | |
| Power Integrations (POWI) | 2.8 | $153M | 1.7M | 90.43 | |
| Sleep Number Corp (SNBR) | 2.7 | $146M | 3.5M | 41.32 | |
| Akamai Technologies (AKAM) | 2.7 | $144M | 1.6M | 91.38 | |
| Autodesk (ADSK) | 2.5 | $133M | 900k | 147.70 | |
| Garmin (GRMN) | 2.4 | $130M | 1.5M | 84.69 | |
| FactSet Research Systems (FDS) | 2.4 | $129M | 529k | 242.97 | |
| RealPage | 2.4 | $128M | 2.0M | 62.86 | |
| Dolby Laboratories (DLB) | 2.1 | $114M | 1.8M | 64.64 | |
| Gentex Corporation (GNTX) | 2.1 | $114M | 4.1M | 27.53 | |
| Royal Caribbean Cruises (RCL) | 2.0 | $110M | 1.0M | 108.33 | |
| Stamps | 2.0 | $110M | 1.5M | 74.45 | |
| JetBlue Airways Corporation (JBLU) | 1.9 | $105M | 6.3M | 16.75 | |
| ViaSat (VSAT) | 1.9 | $102M | 1.4M | 75.32 | |
| Landstar System (LSTR) | 1.9 | $101M | 901k | 112.58 | |
| Super Micro Computer (SMCI) | 1.8 | $96M | 5.0M | 19.20 | |
| Proto Labs (PRLB) | 1.7 | $92M | 900k | 102.10 | |
| Varian Medical Systems | 1.6 | $87M | 727k | 119.09 | |
| Microchip Technology (MCHP) | 1.6 | $85M | 916k | 92.91 | |
| Myriad Genetics (MYGN) | 1.5 | $80M | 2.8M | 28.63 | |
| Plantronics | 1.5 | $79M | 2.1M | 37.32 | |
| Gentherm (THRM) | 1.4 | $75M | 1.8M | 41.08 | |
| Cognex Corporation (CGNX) | 1.4 | $74M | 1.5M | 49.13 | |
| Nordstrom (JWN) | 1.2 | $63M | 1.9M | 33.67 | |
| Deluxe Corporation (DLX) | 1.1 | $62M | 1.3M | 49.16 | |
| Gra (GGG) | 1.1 | $61M | 1.3M | 46.04 | |
| Trex Company (TREX) | 1.1 | $60M | 663k | 90.93 | |
| Ihs Markit | 1.0 | $54M | 806k | 66.88 | |
| Pure Storage Inc - Class A (PSTG) | 0.9 | $51M | 3.0M | 16.94 | |
| Paychex (PAYX) | 0.9 | $48M | 579k | 82.77 | |
| IPG Photonics Corporation (IPGP) | 0.9 | $48M | 354k | 135.60 | |
| Under Armour (UAA) | 0.8 | $44M | 2.2M | 19.94 | |
| Manhattan Associates (MANH) | 0.8 | $44M | 549k | 80.67 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $44M | 2.5M | 17.57 | |
| Cheesecake Factory Incorporated (CAKE) | 0.8 | $40M | 970k | 41.68 | |
| MSC Industrial Direct (MSM) | 0.7 | $39M | 543k | 72.53 | |
| Ralph Lauren Corp (RL) | 0.7 | $37M | 385k | 95.47 | |
| Core Laboratories | 0.7 | $35M | 748k | 46.62 | |
| Southwestern Energy Company (SWN) | 0.6 | $34M | 18M | 1.93 | |
| Tcf Financial Corp | 0.6 | $34M | 880k | 38.07 | |
| Medidata Solutions | 0.5 | $28M | 302k | 91.50 | |
| Urban Outfitters (URBN) | 0.5 | $27M | 955k | 28.09 | |
| iRobot Corporation (IRBT) | 0.4 | $23M | 370k | 61.67 | |
| Tripadvisor (TRIP) | 0.3 | $19M | 479k | 38.68 | |
| Ceva (CEVA) | 0.3 | $17M | 576k | 29.86 | |
| Mix Telematics Ltd - | 0.3 | $15M | 1.1M | 13.95 | |
| Materalise Nv (MTLS) | 0.3 | $16M | 847k | 18.48 | |
| Strategic Education (STRA) | 0.3 | $16M | 117k | 135.88 | |
| Seagate Technology Com Stk | 0.3 | $15M | 277k | 53.79 | |
| Cara Therapeutics (CARA) | 0.3 | $15M | 839k | 18.28 | |
| Geospace Technologies (GEOS) | 0.3 | $14M | 906k | 15.37 | |
| SPS Commerce (SPSC) | 0.2 | $13M | 282k | 47.07 | |
| CoStar (CSGP) | 0.2 | $12M | 21k | 593.21 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $11M | 286k | 39.95 | |
| PROS Holdings (PRO) | 0.2 | $11M | 192k | 59.60 | |
| Attunity | 0.2 | $11M | 452k | 23.50 | |
| Acacia Communications | 0.2 | $9.6M | 147k | 65.40 | |
| Bottomline Technologies | 0.1 | $8.2M | 208k | 39.35 | |
| SurModics (SRDX) | 0.1 | $8.0M | 175k | 45.74 | |
| Redhill Biopharma Ltd cmn | 0.1 | $8.1M | 1.1M | 7.04 | |
| Zumiez (ZUMZ) | 0.1 | $7.4M | 235k | 31.67 | |
| Channeladvisor | 0.1 | $6.6M | 707k | 9.33 | |
| Stitch Fix (SFIX) | 0.1 | $6.4M | 331k | 19.25 | |
| Casa Systems (CASA) | 0.1 | $6.4M | 808k | 7.86 | |
| Panhandle Oil and Gas | 0.1 | $5.1M | 368k | 13.98 | |
| Kornit Digital (KRNT) | 0.1 | $4.9M | 161k | 30.78 | |
| Duluth Holdings (DLTH) | 0.1 | $4.7M | 557k | 8.48 | |
| Onespan (OSPN) | 0.1 | $5.0M | 346k | 14.50 | |
| Ultra Petroleum | 0.1 | $4.1M | 19M | 0.22 | |
| NuVasive | 0.1 | $3.7M | 58k | 63.38 | |
| Flotek Industries | 0.1 | $3.4M | 1.6M | 2.20 | |
| Stratasys (SSYS) | 0.1 | $3.1M | 146k | 21.30 | |
| Lumber Liquidators Holdings (LL) | 0.0 | $2.2M | 222k | 9.87 | |
| MiMedx (MDXG) | 0.0 | $2.4M | 487k | 4.90 | |
| Nautilus (BFXXQ) | 0.0 | $1.4M | 1.0M | 1.35 | |
| Emerson Electric (EMR) | 0.0 | $301k | 4.5k | 66.89 | |
| CARBO Ceramics | 0.0 | $706k | 294k | 2.40 | |
| Chevron Corporation (CVX) | 0.0 | $231k | 2.0k | 118.46 | |
| Destination Maternity Corporation | 0.0 | $146k | 357k | 0.41 |
