Q1 2025 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2025-05-15 · accession 0001050442-25-000009
$4.83B
Reported value
64
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H2906T109 | GRMN | GARMIN LTD SHS | $307.1M | 6.36% | 1,414,152 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $298.3M | 6.17% | 2,679,629 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $285.9M | 5.92% | 8,349,727 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC CL A | $242.8M | 5.03% | 5,485,149 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $224.2M | 4.64% | 1,084,353 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $211.6M | 4.38% | 1,651,311 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $200.7M | 4.15% | 6,945,328 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $188.6M | 3.90% | 3,389,343 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $149.0M | 3.08% | 1,850,380 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $141.0M | 2.92% | 4,727,789 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $133.0M | 2.75% | 837,233 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $132.9M | 2.75% | 394,315 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $128.2M | 2.65% | 2,647,553 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $125.2M | 2.59% | 1,616,461 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $124.2M | 2.57% | 1,546,961 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $114.8M | 2.38% | 4,926,527 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $109.9M | 2.27% | 178,996 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $104.9M | 2.17% | 2,076,576 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $95.6M | 1.98% | 2,778,615 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $95.1M | 1.97% | 1,181,256 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $93.6M | 1.94% | 2,670,718 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $90.0M | 1.86% | 343,756 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $82.3M | 1.70% | 5,491,722 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $81.5M | 1.69% | 643,667 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $66.9M | 1.38% | 322,794 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $66.7M | 1.38% | 134,657 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $63.6M | 1.32% | 1,094,363 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $62.1M | 1.28% | 934,007 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $60.8M | 1.26% | 18,697,233 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $52.6M | 1.09% | 5,048,751 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC CL A COM | $48.0M | 0.99% | 618,116 | Common | SOLE |
| 515098101 | LSTR | LANDSTAR SYS INC COM | $46.7M | 0.97% | 310,617 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $44.5M | 0.92% | 8,100,937 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC COM | $42.0M | 0.87% | 4,733,692 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC COM | $41.9M | 0.87% | 266,935 | Common | SOLE |
| 86272C103 | STRA | STRATEGIC ED INC COM | $39.9M | 0.83% | 474,788 | Common | SOLE |
| 904311107 | UAA | UNDER ARMOUR INC CL A | $38.4M | 0.79% | 6,136,209 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $37.9M | 0.78% | 1,984,559 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $36.7M | 0.76% | 581,394 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $33.7M | 0.70% | 404,026 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC COM | $31.8M | 0.66% | 1,190,008 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $27.4M | 0.57% | 2,049,356 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC COM NEW | $25.7M | 0.53% | 721,264 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $25.0M | 0.52% | 161,799 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $20.6M | 0.43% | 100,217 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC COM | $20.4M | 0.42% | 1,074,105 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $19.6M | 0.41% | 147,627 | Common | SOLE |
| 138103106 | UTE0 | CANTALOUPE INC COM | $15.6M | 0.32% | 1,981,603 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $14.6M | 0.30% | 653,070 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $11.3M | 0.23% | 440,719 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $10.9M | 0.23% | 571,822 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $9.6M | 0.20% | 1,621,606 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $9.2M | 0.19% | 1,875,347 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $9.1M | 0.19% | 1,268,330 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $7.6M | 0.16% | 450,242 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC COM | $7.1M | 0.15% | 400,386 | Common | SOLE |
| 868873100 | SU6 | SURMODICS INC COM | $6.2M | 0.13% | 202,953 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $5.3M | 0.11% | 296,637 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $4.7M | 0.10% | 963,494 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP COM | $3.2M | 0.07% | 137,239 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $2.6M | 0.05% | 339,864 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $1.0M | 0.02% | 227,929 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $295,877 | 0.01% | 1,332 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP COM | $254,890 | 0.01% | 679 | 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.