Disciplined Growth Investors as of Dec. 31, 2019
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 86 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.6 | $281M | 4.6M | 61.06 | |
| Align Technology (ALGN) | 4.4 | $265M | 948k | 279.04 | |
| Ubiquiti (UI) | 4.0 | $240M | 1.3M | 188.98 | |
| Intuit (INTU) | 3.8 | $233M | 889k | 261.93 | |
| Plexus (PLXS) | 3.7 | $223M | 2.9M | 76.94 | |
| Open Text Corp (OTEX) | 3.6 | $219M | 5.0M | 44.07 | |
| Edwards Lifesciences (EW) | 3.5 | $215M | 921k | 233.29 | |
| Intuitive Surgical (ISRG) | 3.2 | $193M | 326k | 591.15 | |
| Sleep Number Corp (SNBR) | 2.9 | $177M | 3.6M | 49.24 | |
| Middleby Corporation (MIDD) | 2.8 | $171M | 1.6M | 109.52 | |
| Power Integrations (POWI) | 2.8 | $169M | 1.7M | 98.91 | |
| Autodesk (ADSK) | 2.8 | $169M | 920k | 183.46 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.6 | $160M | 9.2M | 17.41 | |
| Garmin (GRMN) | 2.5 | $153M | 1.6M | 97.56 | |
| FactSet Research Systems (FDS) | 2.4 | $144M | 537k | 268.30 | |
| Akamai Technologies (AKAM) | 2.3 | $140M | 1.6M | 86.38 | |
| Royal Caribbean Cruises (RCL) | 2.3 | $138M | 1.0M | 133.51 | |
| Dolby Laboratories (DLB) | 2.1 | $125M | 1.8M | 68.80 | |
| Stamps | 2.1 | $125M | 1.5M | 83.52 | |
| Gentex Corporation (GNTX) | 2.0 | $123M | 4.3M | 28.98 | |
| Super Micro Computer (SMCI) | 2.0 | $122M | 5.1M | 24.02 | |
| JetBlue Airways Corporation (JBLU) | 2.0 | $121M | 6.5M | 18.72 | |
| Cognex Corporation (CGNX) | 1.9 | $114M | 2.0M | 56.04 | |
| RealPage | 1.8 | $111M | 2.1M | 53.75 | |
| Landstar System (LSTR) | 1.7 | $105M | 925k | 113.87 | |
| Varian Medical Systems | 1.7 | $105M | 741k | 142.01 | |
| ViaSat (VSAT) | 1.7 | $102M | 1.4M | 73.19 | |
| Microchip Technology (MCHP) | 1.6 | $99M | 941k | 104.72 | |
| Under Armour (UAA) | 1.6 | $97M | 4.5M | 21.60 | |
| Proto Labs (PRLB) | 1.5 | $94M | 920k | 101.55 | |
| Gentherm (THRM) | 1.4 | $82M | 1.8M | 44.39 | |
| Nordstrom (JWN) | 1.3 | $78M | 1.9M | 40.93 | |
| Myriad Genetics (MYGN) | 1.3 | $78M | 2.9M | 27.23 | |
| Deluxe Corporation (DLX) | 1.2 | $70M | 1.4M | 49.92 | |
| Gra (GGG) | 1.2 | $71M | 1.4M | 52.00 | |
| Ihs Markit | 1.0 | $61M | 813k | 75.35 | |
| Trex Company (TREX) | 1.0 | $59M | 655k | 89.88 | |
| Plantronics | 1.0 | $58M | 2.1M | 27.34 | |
| Pure Storage Inc - Class A (PSTG) | 0.9 | $54M | 3.1M | 17.11 | |
| IPG Photonics Corporation (IPGP) | 0.9 | $53M | 366k | 144.92 | |
| Paychex (PAYX) | 0.8 | $50M | 593k | 85.06 | |
| Ralph Lauren Corp (RL) | 0.8 | $46M | 394k | 117.22 | |
| Manhattan Associates (MANH) | 0.7 | $45M | 561k | 79.75 | |
| MSC Industrial Direct (MSM) | 0.7 | $44M | 561k | 78.47 | |
| Tcf Financial Corp | 0.7 | $42M | 898k | 46.80 | |
| Southwestern Energy Company (SWN) | 0.7 | $41M | 17M | 2.42 | |
| Cheesecake Factory Incorporated (CAKE) | 0.6 | $39M | 990k | 38.86 | |
| Core Laboratories | 0.5 | $29M | 756k | 37.67 | |
| Urban Outfitters (URBN) | 0.4 | $26M | 952k | 27.77 | |
| Synaptics, Incorporated (SYNA) | 0.3 | $19M | 284k | 65.77 | |
| iRobot Corporation (IRBT) | 0.3 | $19M | 369k | 50.63 | |
| Strategic Education (STRA) | 0.3 | $19M | 117k | 158.90 | |
| Seagate Technology Com Stk | 0.3 | $16M | 266k | 59.50 | |
| Ceva (CEVA) | 0.3 | $16M | 574k | 26.96 | |
| SPS Commerce (SPSC) | 0.3 | $16M | 281k | 55.42 | |
| Geospace Technologies (GEOS) | 0.2 | $15M | 904k | 16.77 | |
| Materalise Nv (MTLS) | 0.2 | $15M | 839k | 18.31 | |
| Tripadvisor (TRIP) | 0.2 | $15M | 479k | 30.38 | |
| Mix Telematics Ltd - | 0.2 | $14M | 1.1M | 12.97 | |
| Cara Therapeutics (CARA) | 0.2 | $14M | 839k | 16.11 | |
| CoStar (CSGP) | 0.2 | $12M | 21k | 598.28 | |
| PROS Holdings (PRO) | 0.2 | $11M | 190k | 59.92 | |
| Redhill Biopharma Ltd cmn | 0.2 | $11M | 1.9M | 6.07 | |
| Bottomline Technologies | 0.2 | $11M | 207k | 53.60 | |
| Attunity | 0.1 | $8.2M | 350k | 23.50 | |
| Stitch Fix (SFIX) | 0.1 | $8.5M | 330k | 25.66 | |
| Zumiez (ZUMZ) | 0.1 | $8.1M | 235k | 34.54 | |
| SurModics (SRDX) | 0.1 | $7.3M | 176k | 41.43 | |
| Acacia Communications | 0.1 | $7.2M | 106k | 67.81 | |
| Channeladvisor | 0.1 | $6.4M | 706k | 9.04 | |
| Onespan (OSPN) | 0.1 | $5.9M | 345k | 17.12 | |
| Kornit Digital (KRNT) | 0.1 | $5.5M | 160k | 34.23 | |
| NuVasive | 0.1 | $4.5M | 58k | 77.35 | |
| Panhandle Oil and Gas | 0.1 | $4.0M | 358k | 11.21 | |
| Duluth Holdings (DLTH) | 0.1 | $4.0M | 382k | 10.53 | |
| MiMedx (MDXG) | 0.1 | $3.6M | 481k | 7.58 | |
| Flotek Industries | 0.1 | $3.3M | 1.6M | 2.00 | |
| Stratasys (SSYS) | 0.1 | $2.9M | 141k | 20.22 | |
| Lumber Liquidators Holdings (LL) | 0.0 | $2.2M | 221k | 9.77 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.4M | 16k | 152.56 | |
| Casa Systems (CASA) | 0.0 | $2.2M | 537k | 4.09 | |
| Nautilus (BFXXQ) | 0.0 | $1.6M | 908k | 1.75 | |
| Ultra Petroleum | 0.0 | $2.0M | 18M | 0.11 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.1M | 5.1k | 214.31 | |
| Emerson Electric (EMR) | 0.0 | $343k | 4.5k | 76.22 | |
| Chevron Corporation (CVX) | 0.0 | $235k | 2.0k | 120.51 |
