Disciplined Growth Investors Inc /Mn

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Garmin Ltd	—	$308.91M	1,331,441	6.3%
PLEXUS CORP	—	$302.72M	1,494,619	6.2%
Everpure, Inc.	—	$275.53M	4,666,777	5.6%
EXPAND ENERGY Corp	—	$260.54M	2,373,302	5.3%
VIASAT INC	—	$259.26M	5,660,688	5.3%
Coterra Energy Inc.	—	$224.72M	6,395,098	4.6%
Arista Networks, Inc.ANET	Common Stock	$222.35M	1,810,993	4.6%
COGNEX CORP	—	$211.74M	4,322,075	4.3%
Akamai Technologies Inc	—	$190.51M	1,658,792	3.9%
SEMTECH CORP	—	$169.68M	2,206,748	3.5%
InterDigital, Inc.	—	$168.15M	556,788	3.4%
Proto Labs Inc	—	$142.40M	2,497,355	2.9%
Alarm.com Holdings, Inc.	—	$141.19M	3,268,986	2.9%
Align Technology, Inc.	—	$133.00M	775,826	2.7%
Super Micro Computer, Inc.	—	$113.56M	4,987,159	2.3%
GENERAC HOLDINGS INC.	—	$113.47M	580,928	2.3%
Snap-on Inc	—	$111.82M	307,848	2.3%
POWER INTEGRATIONS INC	—	$100.31M	1,959,172	2.1%
GENTEX CORP	—	$98.76M	4,519,708	2.0%
Zeta Global Holdings Corp.	—	$97.96M	6,153,472	2.0%
Core Laboratories Inc. /DE	—	$82.89M	4,937,115	1.7%
MICROCHIP TECHNOLOGY INC	—	$80.49M	1,245,822	1.6%
Dolby Laboratories Inc	—	$76.14M	1,267,783	1.6%
Autodesk, Inc.	—	$72.24M	301,757	1.5%
Stitch Fix, Inc.	—	$62.02M	18,738,180	1.3%
IPG PHOTONICS CORP	—	$60.59M	528,737	1.2%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$57.32M	290,226	1.2%
FLOOR & DECOR HOLDINGS INC	—	$55.47M	1,091,841	1.1%
GARTNER INC	—	$53.66M	338,893	1.1%
Celsius Holdings, Inc.	—	$51.01M	1,437,651	1.0%
Intuitive Surgical Inc	—	$49.31M	106,961	1.0%
SHARKNINJA INC COM SHS	—	$45.26M	427,429	0.9%
SPS Commerce Inc	—	$45.14M	810,938	0.9%
Kornit Digital Ltd.	—	$43.96M	2,998,670	0.9%
Simpson Manufacturing Co., Inc.	—	$41.46M	241,565	0.8%
INTUIT INC.	—	$37.67M	87,126	0.8%
DoubleVerify Holdings, Inc.	—	$37.13M	3,908,101	0.8%
LGI Homes Inc	—	$28.52M	721,601	0.6%
Monday.Com Ltd	—	$27.91M	403,888	0.6%
GRACO INC	—	$27.71M	327,401	0.6%
Trex Co Inc	—	$24.71M	678,357	0.5%
Dynatrace, Inc.	—	$24.36M	658,723	0.5%
Powerfleet, Inc.	—	$22.53M	7,316,172	0.5%
Gitlab Inc.	—	$19.68M	909,547	0.4%
Geospace Technologies Corp	—	$13.44M	1,101,426	0.3%
PAYCHEX INC	—	$13.17M	143,000	0.3%
YETI Holdings, Inc.	—	$10.75M	293,840	0.2%
Weave Communications, Inc.	—	$10.52M	2,276,381	0.2%
Progyny, Inc.	—	$9.76M	574,566	0.2%
CEVA INC	—	$8.42M	450,484	0.2%