Q2 2025 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2025-08-14 · accession 0001050442-25-000021
$5.23B
Reported value
64
Positions
2025-06-30
Period end
The Brief · DISCIPLINED GROWTH INVESTORS INC /MN · Q2 2025
AI · grounded in 13F
DISCIPLINED GROWTH INVESTORS INC /MN established a new position in SMCI valued at $476.9M. The fund also added new stakes in P for $314.2M and EXE for $306.7M. Additional new positions include GRMN at $296.2M and PLXS at $222.8M. Total assets under management stand at $5.2B across 64 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $476.9M | 9.12% | 9,730,773 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC CL A | $314.2M | 6.01% | 5,457,555 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $306.7M | 5.87% | 2,622,749 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD SHS | $296.2M | 5.67% | 1,419,365 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $222.8M | 4.26% | 1,646,511 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $215.4M | 4.12% | 960,632 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $207.8M | 3.97% | 2,031,563 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $197.5M | 3.78% | 3,491,824 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $183.7M | 3.51% | 2,611,152 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $175.4M | 3.35% | 6,910,582 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $160.0M | 3.06% | 844,987 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $151.3M | 2.89% | 4,768,716 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $146.7M | 2.80% | 1,838,778 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $130.7M | 2.50% | 2,894,536 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $121.1M | 2.32% | 389,186 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $115.2M | 2.20% | 2,060,826 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $114.3M | 2.19% | 1,538,824 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $109.0M | 2.08% | 2,722,011 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $108.2M | 2.07% | 4,922,641 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $105.5M | 2.02% | 340,860 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $91.7M | 1.75% | 640,519 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $88.6M | 1.69% | 1,166,279 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $85.3M | 1.63% | 5,845,100 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $82.8M | 1.58% | 105,131 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $77.9M | 1.49% | 320,810 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $68.7M | 1.31% | 18,565,002 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $62.7M | 1.20% | 5,440,884 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $62.1M | 1.19% | 114,204 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $59.2M | 1.13% | 1,088,031 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $57.9M | 1.11% | 425,126 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC COM SHS | $46.0M | 0.88% | 465,178 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $44.3M | 0.85% | 860,457 | Common | SOLE |
| 515098101 | LSTR | LANDSTAR SYS INC COM | $43.1M | 0.82% | 309,783 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC COM | $41.3M | 0.79% | 265,604 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $39.8M | 0.76% | 579,951 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $39.5M | 0.75% | 1,982,486 | Common | SOLE |
| 904311107 | UAA | UNDER ARMOUR INC CL A | $36.0M | 0.69% | 5,275,757 | Common | SOLE |
| 138103106 | UTE0 | CANTALOUPE INC COM | $34.9M | 0.67% | 3,173,351 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $34.7M | 0.66% | 8,049,058 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $34.3M | 0.66% | 399,348 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC COM NEW | $33.2M | 0.64% | 716,703 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $30.4M | 0.58% | 2,031,795 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $23.0M | 0.44% | 158,082 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $22.6M | 0.43% | 4,508,331 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC COM | $21.9M | 0.42% | 1,400,778 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $17.8M | 0.34% | 1,244,769 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $14.1M | 0.27% | 639,837 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $13.6M | 0.26% | 619,817 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $11.1M | 0.21% | 574,049 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $10.7M | 0.20% | 1,890,920 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC COM | $7.8M | 0.15% | 396,998 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $5.9M | 0.11% | 948,583 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $5.8M | 0.11% | 447,240 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $4.4M | 0.08% | 304,069 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC COM | $4.0M | 0.08% | 753,956 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP COM | $3.5M | 0.07% | 136,277 | Common | SOLE |
| 868873100 | SU6 | SURMODICS INC COM | $3.0M | 0.06% | 100,620 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $2.2M | 0.04% | 361,249 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC COM | $1.8M | 0.03% | 165,657 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $1.6M | 0.03% | 223,177 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $474,353 | 0.01% | 2,312 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP COM | $337,741 | 0.01% | 679 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC COM | $297,702 | 0.01% | 1,080 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP COM | $236,600 | 0.00% | 5,000 | 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.