Q4 2025 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2026-02-17 · accession 0001050442-26-000001
$5.22B
Reported value
61
Positions
2025-12-31
Period end
The Brief · DISCIPLINED GROWTH INVESTORS INC /MN · Q4 2025
AI · grounded in 13F
DISCIPLINED GROWTH INVESTORS INC /MN increased its position in IT by 312.011%. The fund also accumulated shares of CELH by 121.6139% and SFIX by 11.2324%. Conversely, the fund trimmed its holdings in IDCC by 22.9838% and P by 5.0924%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74624M102 | P | PURE STORAGE INC CL A | $328.2M | 6.28% | 4,897,406 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD SHS | $283.9M | 5.43% | 1,399,515 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $282.1M | 5.40% | 9,637,492 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $281.4M | 5.39% | 2,549,879 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $255.4M | 4.89% | 1,948,824 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $233.9M | 4.48% | 1,590,840 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $206.4M | 3.95% | 2,801,291 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $204.2M | 3.91% | 5,925,770 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $193.9M | 3.71% | 609,153 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $178.4M | 3.41% | 6,777,536 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $174.4M | 3.34% | 3,417,517 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $167.5M | 3.21% | 4,655,358 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $154.9M | 2.96% | 1,774,883 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $135.3M | 2.59% | 2,673,729 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $128.2M | 2.45% | 820,935 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $113.8M | 2.18% | 1,785,355 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $112.9M | 2.16% | 327,754 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $111.9M | 2.14% | 5,500,408 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $111.8M | 2.14% | 4,803,223 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $102.3M | 1.96% | 19,477,691 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $95.3M | 1.82% | 321,967 | Common | SOLE |
| 366651107 | IT | GARTNER INC COM | $90.1M | 1.72% | 357,160 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $86.2M | 1.65% | 1,342,492 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $85.6M | 1.64% | 627,776 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $82.8M | 1.59% | 5,166,914 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $78.6M | 1.50% | 306,935 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $75.3M | 1.44% | 844,613 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $71.1M | 1.36% | 2,001,698 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $69.8M | 1.34% | 1,146,738 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC COM NEW | $69.8M | 1.34% | 1,525,147 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $62.5M | 1.20% | 110,426 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $59.5M | 1.14% | 89,795 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC COM SHS | $51.0M | 0.98% | 455,597 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $43.6M | 0.84% | 3,034,591 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $42.8M | 0.82% | 3,738,393 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $42.1M | 0.81% | 7,918,934 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC COM | $42.0M | 0.80% | 260,230 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $40.6M | 0.78% | 566,734 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $35.3M | 0.68% | 1,007,236 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $30.6M | 0.58% | 711,214 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $29.4M | 0.56% | 358,412 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $24.8M | 0.48% | 6,371,139 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $19.1M | 0.37% | 1,131,568 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC COM | $17.5M | 0.34% | 2,311,343 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $17.2M | 0.33% | 153,351 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $16.0M | 0.31% | 622,433 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $13.1M | 0.25% | 607,748 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY LTD | $10.8M | 0.21% | 72,949 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $10.0M | 0.19% | 1,482,894 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $9.6M | 0.18% | 935,270 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $9.4M | 0.18% | 515,994 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC COM | $6.6M | 0.13% | 201,876 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $6.5M | 0.12% | 1,173,846 | Common | SOLE |
| 98585X104 | YETI | YETI HLDGS INC COM | $5.9M | 0.11% | 132,697 | Common | SOLE |
| L44385109 | GLOB | GLOBANT SA | $5.5M | 0.11% | 84,095 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $4.2M | 0.08% | 282,869 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $1.6M | 0.03% | 195,941 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $1.2M | 0.02% | 204,019 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $417,305 | 0.01% | 1,535 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP COM | $324,993 | 0.01% | 672 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC COM | $309,067 | 0.01% | 893 | 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.