Q4 2024 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2025-02-14 · accession 0001050442-25-000007
$5.26B
Reported value
65
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74624M102 | P | PURE STORAGE INC CL A | $345.8M | 6.58% | 5,629,496 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD SHS | $292.9M | 5.57% | 1,420,035 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $272.5M | 5.18% | 2,736,972 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $265.9M | 5.06% | 2,405,303 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $262.4M | 4.99% | 1,677,113 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $225.3M | 4.28% | 7,390,816 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $216.0M | 4.11% | 1,114,983 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $178.8M | 3.40% | 2,941,556 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $166.6M | 3.17% | 2,692,955 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $164.2M | 3.12% | 787,596 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $154.0M | 2.93% | 1,610,018 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $143.3M | 2.73% | 5,612,080 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $137.4M | 2.61% | 4,782,808 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $136.5M | 2.60% | 3,806,550 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $134.6M | 2.56% | 583,402 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $134.5M | 2.56% | 396,105 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $129.6M | 2.46% | 2,099,892 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $127.2M | 2.42% | 243,644 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $122.1M | 2.32% | 194,217 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $119.4M | 2.27% | 1,528,838 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $119.3M | 2.27% | 1,196,282 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $107.2M | 2.04% | 1,869,452 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $105.2M | 2.00% | 355,801 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $95.3M | 1.81% | 5,503,651 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $85.0M | 1.62% | 2,173,699 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $83.2M | 1.58% | 930,262 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $71.2M | 1.35% | 16,509,280 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $63.7M | 1.21% | 410,697 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $62.3M | 1.19% | 2,013,833 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $60.6M | 1.15% | 329,199 | Common | SOLE |
| 515098101 | LSTR | LANDSTAR SYS INC COM | $56.3M | 1.07% | 327,459 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $55.9M | 1.06% | 8,387,851 | Common | SOLE |
| 904311107 | UAA | UNDER ARMOUR INC CL A | $49.5M | 0.94% | 5,973,188 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC CL A COM | $48.0M | 0.91% | 642,144 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC COM | $47.4M | 0.90% | 1,187,316 | Common | SOLE |
| 86272C103 | STRA | STRATEGIC ED INC COM | $40.7M | 0.77% | 435,530 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $40.4M | 0.77% | 556,114 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $35.2M | 0.67% | 417,722 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC COM | $35.1M | 0.67% | 2,556,579 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $33.5M | 0.64% | 3,938,494 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $28.5M | 0.54% | 154,794 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $26.2M | 0.50% | 379,237 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $23.4M | 0.45% | 167,190 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $22.9M | 0.43% | 1,190,599 | Common | SOLE |
| 138103106 | UTE0 | CANTALOUPE INC COM | $14.9M | 0.28% | 1,570,398 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $14.3M | 0.27% | 1,425,514 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $14.1M | 0.27% | 447,916 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $11.4M | 0.22% | 659,987 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $11.0M | 0.21% | 1,559,900 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC COM | $10.8M | 0.21% | 492,999 | Common | SOLE |
| 868873100 | SU6 | SURMODICS INC COM | $9.1M | 0.17% | 229,584 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $8.3M | 0.16% | 366,775 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $7.3M | 0.14% | 1,010,084 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $6.3M | 0.12% | 1,009,621 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $5.9M | 0.11% | 449,683 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC COM | $5.3M | 0.10% | 193,686 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $5.1M | 0.10% | 303,779 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP COM | $4.1M | 0.08% | 135,426 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $3.3M | 0.06% | 347,946 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $1.4M | 0.03% | 226,545 | Common | SOLE |
| 19249H103 | CHRS | COHERUS BIOSCIENCES INC COM | $782,109 | 0.01% | 566,746 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $366,615 | 0.01% | 1,464 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP COM | $286,198 | 0.01% | 679 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC COM | $279,599 | 0.01% | 1,206 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC COM | $276,431 | 0.01% | 1,260 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.