Institutions / Disciplined Growth Investors Inc /Mn
Disciplined Growth Investors Inc /Mn
CIK 1050442 · Institution · as of Mar 31, 2026
Portfolio value
$4.89B
Positions
61
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.89B-6.5%Positions
61+0.0%Top holdings
Mar 31, 2026View all 61 →
| Company | Value | % of portfolio |
|---|---|---|
| Garmin Ltd | $308.91M | 6.3% |
| Plexus Corp | $302.72M | 6.2% |
| Everpure, Inc. | $275.53M | 5.6% |
| EXPAND ENERGY Corp | $260.54M | 5.3% |
| Viasat Inc | $259.26M | 5.3% |
| Coterra Energy Inc. | $224.72M | 4.6% |
| Arista Networks, Inc.ANET | $222.35M | 4.6% |
| Cognex Corp | $211.74M | 4.3% |
| Akamai Technologies Inc | $190.51M | 3.9% |
| Semtech Corp | $169.68M | 3.5% |
| InterDigital, Inc. | $168.15M | 3.4% |
| Proto Labs Inc | $142.40M | 2.9% |
| Alarm.com Holdings, Inc. | $141.19M | 2.9% |
| Align Technology, Inc. | $133.00M | 2.7% |
| Super Micro Computer, Inc. | $113.56M | 2.3% |
| Generac Holdings Inc. | $113.47M | 2.3% |
| Snap-on Inc | $111.82M | 2.3% |
| Power Integrations Inc | $100.31M | 2.1% |
| Gentex Corp | $98.76M | 2.0% |
| Zeta Global Holdings Corp. | $97.96M | 2.0% |
| Core Laboratories Inc. /DE | $82.89M | 1.7% |
| Microchip Technology Inc | $80.49M | 1.6% |
| Dolby Laboratories Inc | $76.14M | 1.6% |
| Autodesk, Inc. | $72.24M | 1.5% |
| Stitch Fix, Inc. | $62.02M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Super Micro Computer, Inc. Common stock | $-105.89M | -4.7M -48.25% | 4,987,159 2.32% of portfolio | high |
| Q1 2026 as of | Trim | Semtech Corp Common stock | $-45.71M | -595K -21.22% | 2,206,748 3.47% of portfolio | medium |
| Q1 2026 as of | Trim | Microchip Technology Inc Common stock | $-34.86M | -540K -30.22% | 1,245,822 1.65% of portfolio | medium |
| Q1 2026 as of | New | Dynatrace, Inc. Common stock | $24.36M | +659K | 658,723 0.50% of portfolio | medium |
| Q1 2026 as of | Add | Monday.Com Ltd Common stock | $22.87M | +331K +453.66% | 403,888 0.57% of portfolio | medium |
| Q1 2026 as of | New | Gitlab Inc. Common stock | $19.68M | +910K | 909,547 0.40% of portfolio | medium |
| Q1 2026 as of | Trim | Plexus Corp Common stock | $-19.49M | -96K -6.05% | 1,494,619 6.19% of portfolio | medium |
| Q1 2026 as of | Trim | EXPAND ENERGY Corp Common stock | $-19.38M | -177K -6.92% | 2,373,302 5.33% of portfolio | medium |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-16.92M | -138K -7.07% | 1,810,993 4.55% of portfolio | medium |
| Q1 2026 as of | Trim | Cognex Corp Common stock | $-16.33M | -333K -7.16% | 4,322,075 4.33% of portfolio | medium |