Q1 2026 · 13F-HR
DISCIPLINED GROWTH INVESTORS INC /MNholdings as filed
Filed 2026-05-15 · accession 0001050442-26-000011
$4.89B
Reported value
61
Positions
2026-03-31
Period end
The Brief · DISCIPLINED GROWTH INVESTORS INC /MN · Q1 2026
AI · grounded in 13F
DISCIPLINED GROWTH INVESTORS INC /MN reduced its position in SMCI by 48.25%. The fund also trimmed its holdings in MCHP by 30.22% and SMTC by 21.22%. Overall, the fund added 8 positions and reduced 55 positions across a portfolio with $4.89B in total AUM.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H2906T109 | GRMN | GARMIN LTD SHS | $308.9M | 6.32% | 1,331,441 | Common | SOLE |
| 729132100 | PLXS | PLEXUS CORP COM | $302.7M | 6.19% | 1,494,619 | Common | SOLE |
| 74624M102 | P | EVERPURE INC CL A | $275.5M | 5.64% | 4,666,777 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION COM | $260.5M | 5.33% | 2,373,302 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC COM | $259.3M | 5.31% | 5,660,688 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC COM | $224.7M | 4.60% | 6,395,098 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC COM SHS | $222.4M | 4.55% | 1,810,993 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP COM | $211.7M | 4.33% | 4,322,075 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES COM | $190.5M | 3.90% | 1,658,792 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP COM | $169.7M | 3.47% | 2,206,748 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC COM | $168.1M | 3.44% | 556,788 | Common | SOLE |
| 743713109 | PRLB | PROTO LABS INC COM | $142.4M | 2.91% | 2,497,355 | Common | SOLE |
| 011642105 | ALRM | ALARM COM HLDGS INC COM | $141.2M | 2.89% | 3,268,986 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $133.0M | 2.72% | 775,826 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC COM N | $113.6M | 2.32% | 4,987,159 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC COM | $113.5M | 2.32% | 580,928 | Common | SOLE |
| 833034101 | SNA | SNAP ON INC COM | $111.8M | 2.29% | 307,848 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC COM | $100.3M | 2.05% | 1,959,172 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP COM | $98.8M | 2.02% | 4,519,708 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $98.0M | 2.00% | 6,153,472 | Common | SOLE |
| 21867A105 | CLB | CORE LABORATORIES INC | $82.9M | 1.70% | 4,937,115 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $80.5M | 1.65% | 1,245,822 | Common | SOLE |
| 25659T107 | DLB | DOLBY LABORATORIES INC COM CL | $76.1M | 1.56% | 1,267,783 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC COM | $72.2M | 1.48% | 301,757 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC COM CL A | $62.0M | 1.27% | 18,738,180 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP COM | $60.6M | 1.24% | 528,737 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $57.3M | 1.17% | 290,226 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC CL A | $55.5M | 1.14% | 1,091,841 | Common | SOLE |
| 366651107 | IT | GARTNER INC COM | $53.7M | 1.10% | 338,893 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC COM NEW | $51.0M | 1.04% | 1,437,651 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $49.3M | 1.01% | 106,961 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC COM SHS | $45.3M | 0.93% | 427,429 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC COM | $45.1M | 0.92% | 810,938 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD SHS | $44.0M | 0.90% | 2,998,670 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC COM | $41.5M | 0.85% | 241,565 | Common | SOLE |
| 461202103 | INTU | INTUIT COM | $37.7M | 0.77% | 87,126 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC COM | $37.1M | 0.76% | 3,908,101 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC COM | $28.5M | 0.58% | 721,601 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY.COM LTD | $27.9M | 0.57% | 403,888 | Common | SOLE |
| 384109104 | GGG | GRACO INC COM | $27.7M | 0.57% | 327,401 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC COM | $24.7M | 0.51% | 678,357 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC NEW | $24.4M | 0.50% | 658,723 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $22.5M | 0.46% | 7,316,172 | Common | SOLE |
| 37637K108 | GTLB | GITLAB, INC | $19.7M | 0.40% | 909,547 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | $13.4M | 0.27% | 1,101,426 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC COM | $13.2M | 0.27% | 143,000 | Common | SOLE |
| 98585X104 | YETI | YETI HLDGS INC COM | $10.8M | 0.22% | 293,840 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC COM | $10.5M | 0.22% | 2,276,381 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC COM | $9.8M | 0.20% | 574,566 | Common | SOLE |
| 157210105 | CEVA | CEVA INC COM | $8.4M | 0.17% | 450,484 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC CL A | $7.8M | 0.16% | 4,216,601 | Common | SOLE |
| 600544100 | MLKN | MILLERKNOLL INC COM | $7.2M | 0.15% | 498,550 | Common | SOLE |
| 28225C806 | EGAN | EGAIN CORP COM NEW | $7.2M | 0.15% | 912,349 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC COM | $6.5M | 0.13% | 196,565 | Common | SOLE |
| 57667T100 | MTLS | MATERIALISE NV SPONSORED ADS | $5.6M | 0.11% | 1,135,387 | Common | SOLE |
| L44385109 | GLOB | GLOBANT SA | $3.8M | 0.08% | 81,927 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD SHS | $3.6M | 0.07% | 266,477 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC COM | $2.5M | 0.05% | 639,066 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC COM | $1.3M | 0.03% | 196,468 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC COM | $951,930 | 0.02% | 197,087 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $251,760 | 0.01% | 992 | 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.