Q3 2025 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2025-11-14 · accession 0001050442-25-000034
$5.52B
Reported value
64
Positions
2025-09-30
Period end
The Brief · DISCIPLINED GROWTH INVESTORS INC /MN · Q3 2025
AI · grounded in 13F
DISCIPLINED GROWTH INVESTORS INC /MN established a new position in SMCI valued at $454.5M. The fund also initiated new stakes in P for $432.5M and GRMN for $339M. Additional new positions include ANET at $280.2M and IDCC at $273.1M. Total assets under management stand at $5.5B across 64 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $454.5M | 8.23% | 9,481,444 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC CL A | $432.5M | 7.84% | 5,160,182 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD SHS | $339.0M | 6.14% | 1,376,836 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $280.2M | 5.08% | 1,923,266 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $273.1M | 4.95% | 790,941 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $264.9M | 4.80% | 2,493,676 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $224.8M | 4.07% | 1,553,569 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $208.6M | 3.78% | 4,604,558 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $195.0M | 3.53% | 2,729,382 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $176.9M | 3.20% | 3,332,095 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $167.8M | 3.04% | 5,725,915 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $157.9M | 2.86% | 6,675,268 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $134.0M | 2.43% | 4,736,620 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $132.1M | 2.39% | 1,744,167 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $129.7M | 2.35% | 2,592,373 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $121.5M | 2.20% | 6,114,851 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $114.5M | 2.07% | 1,782,569 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $113.0M | 2.05% | 326,023 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $103.5M | 1.87% | 618,214 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $101.9M | 1.85% | 320,777 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $100.7M | 1.82% | 803,981 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $99.4M | 1.80% | 1,373,562 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $82.5M | 1.50% | 792,472 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $82.5M | 1.49% | 1,119,517 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $79.1M | 1.43% | 306,348 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $79.1M | 1.43% | 1,966,940 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $76.2M | 1.38% | 17,510,800 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $73.8M | 1.34% | 5,969,860 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $62.2M | 1.13% | 91,011 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $53.5M | 0.97% | 1,035,607 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $49.0M | 0.89% | 109,480 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC COM SHS | $46.2M | 0.84% | 447,718 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $44.5M | 0.81% | 561,566 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC COM | $42.9M | 0.78% | 256,037 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $40.7M | 0.74% | 787,022 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC COM NEW | $39.6M | 0.72% | 688,200 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $38.5M | 0.70% | 7,351,898 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $34.7M | 0.63% | 2,895,694 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $29.8M | 0.54% | 350,878 | Common | SOLE |
| 98585X104 | YETI | YETI HLDGS INC COM | $25.6M | 0.46% | 772,764 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $24.8M | 0.45% | 1,838,476 | Common | SOLE |
| 366651107 | IT | GARTNER INC COM | $22.8M | 0.41% | 86,687 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $21.9M | 0.40% | 1,153,589 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $19.2M | 0.35% | 151,143 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $17.5M | 0.32% | 4,153,074 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $14.3M | 0.26% | 540,070 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $13.0M | 0.23% | 601,809 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC COM | $11.5M | 0.21% | 501,748 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $9.7M | 0.17% | 1,383,451 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC COM | $8.5M | 0.15% | 1,265,453 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $8.4M | 0.15% | 472,044 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $7.6M | 0.14% | 868,825 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $5.6M | 0.10% | 1,008,237 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $5.0M | 0.09% | 413,441 | Common | SOLE |
| 138103106 | UTE0 | CANTALOUPE INC COM | $4.9M | 0.09% | 467,877 | Common | SOLE |
| L44385109 | GLOB | GLOBANT SA | $4.1M | 0.07% | 71,448 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $3.8M | 0.07% | 255,620 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP COM | $3.1M | 0.06% | 127,462 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC COM | $3.0M | 0.05% | 167,577 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC COM | $2.9M | 0.05% | 143,143 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $1.5M | 0.03% | 190,991 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $390,857 | 0.01% | 1,535 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP COM | $348,062 | 0.01% | 672 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC COM | $342,117 | 0.01% | 1,037 | 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.