Disciplined Growth Investors as of March 31, 2020
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 84 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 5.0 | $217M | 4.5M | 47.81 | |
| Stamps | 4.1 | $180M | 1.4M | 130.08 | |
| Ubiquiti (UI) | 3.8 | $167M | 1.2M | 141.58 | |
| Open Text Corp (OTEX) | 3.8 | $167M | 4.8M | 34.92 | |
| Align Technology (ALGN) | 3.7 | $163M | 938k | 173.95 | |
| Intuit (INTU) | 3.6 | $158M | 689k | 230.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.6 | $157M | 9.1M | 17.19 | |
| Intuitive Surgical (ISRG) | 3.5 | $155M | 312k | 495.21 | |
| Plexus (PLXS) | 3.5 | $155M | 2.8M | 54.56 | |
| Akamai Technologies (AKAM) | 3.4 | $147M | 1.6M | 91.49 | |
| Autodesk (ADSK) | 3.3 | $145M | 928k | 156.10 | |
| Power Integrations (POWI) | 3.3 | $143M | 1.6M | 88.33 | |
| Garmin (GRMN) | 2.7 | $119M | 1.6M | 74.96 | |
| Gentex Corporation (GNTX) | 2.7 | $118M | 5.3M | 22.16 | |
| RealPage | 2.4 | $107M | 2.0M | 52.93 | |
| Super Micro Computer (SMCI) | 2.4 | $106M | 5.0M | 21.28 | |
| Dolby Laboratories (DLB) | 2.3 | $100M | 1.8M | 54.21 | |
| JetBlue Airways Corporation (JBLU) | 2.2 | $96M | 11M | 8.95 | |
| Cognex Corporation (CGNX) | 2.0 | $88M | 2.1M | 42.22 | |
| Landstar System (LSTR) | 2.0 | $87M | 908k | 95.86 | |
| Middleby Corporation (MIDD) | 2.0 | $86M | 1.5M | 56.88 | |
| FactSet Research Systems (FDS) | 1.9 | $84M | 321k | 260.68 | |
| Varian Medical Systems | 1.7 | $76M | 736k | 102.66 | |
| Pure Storage Inc - Class A (PSTG) | 1.6 | $70M | 5.7M | 12.30 | |
| Proto Labs (PRLB) | 1.6 | $69M | 904k | 76.13 | |
| Sleep Number Corp (SNBR) | 1.5 | $66M | 3.4M | 19.16 | |
| Edwards Lifesciences (EW) | 1.5 | $64M | 339k | 188.62 | |
| Manhattan Associates (MANH) | 1.4 | $63M | 1.3M | 49.82 | |
| Microchip Technology (MCHP) | 1.4 | $62M | 920k | 67.80 | |
| Gra (GGG) | 1.4 | $60M | 1.2M | 48.73 | |
| Gentherm (THRM) | 1.3 | $55M | 1.8M | 31.40 | |
| ViaSat (VSAT) | 1.3 | $55M | 1.5M | 35.92 | |
| Royal Caribbean Cruises (RCL) | 1.1 | $50M | 1.6M | 32.17 | |
| Ihs Markit | 1.1 | $47M | 780k | 60.00 | |
| Southwestern Energy Company | 1.0 | $45M | 27M | 1.69 | |
| Trex Company (TREX) | 1.0 | $44M | 546k | 80.14 | |
| Myriad Genetics (MYGN) | 1.0 | $43M | 3.0M | 14.31 | |
| Under Armour (UAA) | 0.9 | $41M | 4.5M | 9.21 | |
| IPG Photonics Corporation (IPGP) | 0.9 | $40M | 362k | 110.28 | |
| Deluxe Corporation (DLX) | 0.9 | $38M | 1.5M | 25.93 | |
| Paychex (PAYX) | 0.8 | $37M | 582k | 62.92 | |
| Stitch Fix (SFIX) | 0.7 | $32M | 2.5M | 12.70 | |
| MSC Industrial Direct (MSM) | 0.7 | $31M | 555k | 54.97 | |
| Alarm Com Hldgs (ALRM) | 0.7 | $30M | 771k | 38.91 | |
| Nordstrom (JWN) | 0.7 | $29M | 1.9M | 15.34 | |
| Plantronics | 0.5 | $22M | 2.2M | 10.06 | |
| Arista Networks (ANET) | 0.5 | $20M | 99k | 202.55 | |
| Urban Outfitters (URBN) | 0.4 | $19M | 1.3M | 14.24 | |
| Ralph Lauren Corp (RL) | 0.4 | $19M | 277k | 66.83 | |
| Strategic Education (STRA) | 0.3 | $14M | 103k | 139.76 | |
| Materalise Nv (MTLS) | 0.3 | $14M | 734k | 18.57 | |
| iRobot Corporation (IRBT) | 0.3 | $14M | 331k | 40.90 | |
| Mix Telematics Ltd - | 0.3 | $14M | 1.6M | 8.65 | |
| Ceva (CEVA) | 0.3 | $13M | 511k | 24.93 | |
| SPS Commerce (SPSC) | 0.3 | $12M | 251k | 46.51 | |
| Tcf Financial Corp | 0.3 | $12M | 511k | 22.66 | |
| Kornit Digital (KRNT) | 0.3 | $11M | 460k | 24.89 | |
| Cara Therapeutics (CARA) | 0.2 | $10M | 757k | 13.21 | |
| Tripadvisor (TRIP) | 0.2 | $8.2M | 471k | 17.39 | |
| Core Laboratories | 0.2 | $8.0M | 771k | 10.34 | |
| Redhill Biopharma Ltd cmn | 0.2 | $7.7M | 1.7M | 4.53 | |
| Bottomline Technologies | 0.2 | $6.6M | 181k | 36.65 | |
| CoStar (CSGP) | 0.1 | $6.3M | 11k | 587.25 | |
| Acacia Communications | 0.1 | $6.1M | 91k | 67.18 | |
| Onespan (OSPN) | 0.1 | $5.5M | 301k | 18.15 | |
| Geospace Technologies (GEOS) | 0.1 | $5.4M | 841k | 6.40 | |
| PROS Holdings (PRO) | 0.1 | $5.3M | 172k | 31.03 | |
| SurModics (SRDX) | 0.1 | $5.2M | 157k | 33.32 | |
| Channeladvisor | 0.1 | $4.8M | 659k | 7.26 | |
| Zumiez (ZUMZ) | 0.1 | $3.7M | 211k | 17.32 | |
| Stoneridge (SRI) | 0.1 | $3.0M | 179k | 16.75 | |
| NuVasive | 0.1 | $2.5M | 49k | 50.65 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $2.5M | 20k | 121.58 | |
| Casa Systems | 0.1 | $2.3M | 654k | 3.50 | |
| Nautilus (BFXXQ) | 0.1 | $2.3M | 868k | 2.61 | |
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $2.1M | 123k | 17.08 | |
| Stratasys (SSYS) | 0.0 | $2.0M | 125k | 15.95 | |
| Duluth Holdings (DLTH) | 0.0 | $1.5M | 372k | 4.01 | |
| MiMedx (MDXG) | 0.0 | $1.4M | 403k | 3.49 | |
| Flotek Industries | 0.0 | $1.3M | 1.5M | 0.89 | |
| Ultra Petroleum | 0.0 | $1.3M | 18M | 0.07 | |
| Panhandle Oil and Gas | 0.0 | $1.2M | 314k | 3.69 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.0 | $874k | 186k | 4.69 | |
| Emerson Electric (EMR) | 0.0 | $214k | 4.5k | 47.56 |
