EdgeMarket › What Disciplined Growth Investors Inc /Mn reported owning
What Disciplined Growth Investors Inc /Mn reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.9BPositions
61Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GRMN GARMIN LTD | 308.9M | 6.3% | 1.3M | 294.85 | +28.1% |
| PLXS PLEXUS CORP | 302.7M | 6.2% | 1.5M | 240.14 | +86.6% |
| P Everpure, Inc. | 275.5M | 5.6% | 4.7M | 108.55 | +95.5% |
| EXE EXPAND ENERGY Corp | 260.5M | 5.3% | 2.4M | 96.09 | +2.2% |
| VSAT VIASAT INC | 259.3M | 5.3% | 5.7M | 74.72 | +187.7% |
| unmapped CUSIP 127097103 | 224.7M | 4.6% | 6.4M | — | — |
| ANET Arista Networks, Inc. | 222.4M | 4.6% | 1.8M | 188.65 | +43.5% |
| CGNX COGNEX CORP | 211.7M | 4.3% | 4.3M | 60.54 | +41.7% |
| AKAM AKAMAI TECHNOLOGIES INC | 190.5M | 3.9% | 1.7M | 110.42 | +45.2% |
| SMTC SEMTECH CORP | 169.7M | 3.5% | 2.2M | 124.09 | +156.0% |
| IDCC InterDigital, Inc. | 168.1M | 3.4% | 556.8K | 342.42 | +31.7% |
| PRLB Proto Labs Inc | 142.4M | 2.9% | 2.5M | 79.61 | +66.9% |
| ALRM Alarm.com Holdings, Inc. | 141.2M | 2.9% | 3.3M | 57.51 | +0.9% |
| ALGN ALIGN TECHNOLOGY INC | 133.0M | 2.7% | 775.8K | 162.55 | +13.2% |
| SMCI Super Micro Computer, Inc. | 113.6M | 2.3% | 5.0M | 37.24 | -12.6% |
| GNRC GENERAC HOLDINGS INC. | 113.5M | 2.3% | 580.9K | 205.98 | +8.6% |
| SNA Snap-on Inc | 111.8M | 2.3% | 307.8K | 393.39 | +21.7% |
| POWI POWER INTEGRATIONS INC | 100.3M | 2.1% | 2.0M | 55.18 | +21.0% |
| GNTX GENTEX CORP | 98.8M | 2.0% | 4.5M | 23.64 | -13.6% |
| ZETA Zeta Global Holdings Corp. | 98.0M | 2.0% | 6.2M | 29.07 | +60.0% |
| CLB Core Laboratories Inc. /DE/ | 82.9M | 1.7% | 4.9M | 12.52 | +21.1% |
| MCHP MICROCHIP TECHNOLOGY INC | 80.5M | 1.6% | 1.2M | 76.08 | +14.0% |
| DLB Dolby Laboratories, Inc. | 76.1M | 1.6% | 1.3M | 65.27 | -11.1% |
| ADSK Autodesk, Inc. | 72.2M | 1.5% | 301.8K | 253.82 | -12.1% |
| SFIX Stitch Fix, Inc. | 62.0M | 1.3% | 18.7M | 3.34 | -34.5% |
| IPGP IPG PHOTONICS CORP | 60.6M | 1.2% | 528.7K | 73.26 | -3.2% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 57.3M | 1.2% | 290.2K | 239.62 | +4.8% |
| FND Floor & Decor Holdings, Inc. | 55.5M | 1.1% | 1.1M | 54.26 | -33.8% |
| IT GARTNER INC | 53.7M | 1.1% | 338.9K | 195.90 | -19.8% |
| CELH Celsius Holdings, Inc. | 51.0M | 1.0% | 1.4M | 33.36 | -46.2% |
| ISRG INTUITIVE SURGICAL INC | 49.3M | 1.0% | 107.0K | 378.81 | -21.2% |
| SN SharkNinja, Inc. | 45.3M | 0.9% | 427.4K | 180.76 | +51.1% |
| SPSC SPS COMMERCE INC | 45.1M | 0.9% | 810.9K | 81.09 | -27.2% |
| KRNT Kornit Digital Ltd. | 44.0M | 0.9% | 3.0M | 16.77 | +9.9% |
| SSD Simpson Manufacturing Co., Inc. | 41.5M | 0.8% | 241.6K | 188.77 | +0.2% |
| INTU INTUIT INC. | 37.7M | 0.8% | 87.1K | 367.00 | -47.5% |
| DV DoubleVerify Holdings, Inc. | 37.1M | 0.8% | 3.9M | 13.31 | -14.2% |
| LGIH LGI Homes, Inc. | 28.5M | 0.6% | 721.6K | 58.16 | -8.3% |
| MNDY monday.com Ltd. | 27.9M | 0.6% | 403.9K | 90.73 | -47.7% |
| GGG GRACO INC | 27.7M | 0.6% | 327.4K | 80.64 | -5.5% |
| TREX TREX CO INC | 24.7M | 0.5% | 678.4K | 46.83 | -24.1% |
| DT Dynatrace, Inc. | 24.4M | 0.5% | 658.7K | 49.30 | +1.3% |
| AIOT Powerfleet, Inc. | 22.5M | 0.5% | 7.3M | 3.04 | -28.6% |
| GTLB Gitlab Inc. | 19.7M | 0.4% | 909.5K | 41.67 | -4.6% |
| GEOS GEOSPACE TECHNOLOGIES CORP | 13.4M | 0.3% | 1.1M | 5.51 | -68.2% |
| PAYX PAYCHEX INC | 13.2M | 0.3% | 143.0K | 124.47 | -10.4% |
| YETI YETI Holdings, Inc. | 10.8M | 0.2% | 293.8K | 43.76 | +28.4% |
| WEAV Weave Communications, Inc. | 10.5M | 0.2% | 2.3M | 7.29 | -4.7% |
| PGNY Progyny, Inc. | 9.8M | 0.2% | 574.6K | 25.65 | +13.7% |
| CEVA CEVA INC | 8.4M | 0.2% | 450.5K | 27.99 | +26.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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