DISCIPLINED GROWTH INVESTORS INC /MN current holdings: USA Stocks
DISCIPLINED GROWTH INVESTORS INC /MN reported $5.91 billion in share positions in stocks (listed in the US), 58 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are PLXS, VSAT, P.
- PLXS: Country of operation United States; Class CS; Shares 1,440,935; Value $433,245,926.
- VSAT: Country of operation United States; Class CS; Shares 4,741,812; Value $425,862,181.
- P: Country of operation United States; Class CS; Shares 4,646,725; Value $366,115,502.
- GRMN: Country of operation —; Class CS; Shares 1,326,832; Value $315,175,792.
Form 13F-HR as filed (SEC CIK 1050442): quarter ended 2026-06-30, filed 2026-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
PLXS
PLEXUS CORP COM | United States | CS | 1,440,935 | $433,245,926 | 7.34% | 2026-06-30 | 2026-08-14 | -11.49% |
|---|
VSAT
VIASAT INC COM | United States | CS | 4,741,812 | $425,862,181 | 7.21% | 2026-06-30 | 2026-08-14 | -23.07% |
|---|
P
EVERPURE INC CL A | United States | CS | 4,646,725 | $366,115,502 | 6.20% | 2026-06-30 | 2026-08-14 | +65.06% |
|---|
GRMN
GARMIN LTD SHS | | CS | 1,326,832 | $315,175,792 | 5.34% | 2026-06-30 | 2026-08-14 | +22.18% |
|---|
ANET
ARISTA NETWORKS INC COM SHS | United States | CS | 1,788,304 | $303,797,168 | 5.14% | 2026-06-30 | 2026-08-14 | +19.41% |
|---|
CGNX
COGNEX CORP COM | United States | CS | 4,139,715 | $299,798,160 | 5.08% | 2026-06-30 | 2026-08-14 | -17.61% |
|---|
EXE
EXPAND ENERGY CORPORATION COM | United States | CS | 2,346,927 | $214,016,273 | 3.62% | 2026-06-30 | 2026-08-14 | -7.69% |
|---|
PRLB
PROTO LABS INC COM | United States | CS | 2,380,514 | $194,035,737 | 3.29% | 2026-06-30 | 2026-08-14 | +17.11% |
|---|
AKAM
AKAMAI TECHNOLOGIES COM | United States | CS | 1,635,207 | $193,297,819 | 3.27% | 2026-06-30 | 2026-08-14 | -8.26% |
|---|
DVN
DEVON ENERGY CORP NEW COM | United States | CS | 4,219,415 | $174,346,240 | 2.95% | 2026-06-30 | 2026-08-14 | +12.78% |
|---|
ALRM
ALARM COM HLDGS INC COM | United States | CS | 3,585,614 | $167,519,886 | 2.84% | 2026-06-30 | 2026-08-14 | +15.24% |
|---|
GNRC
GENERAC HLDGS INC COM | United States | CS | 558,568 | $163,554,442 | 2.77% | 2026-06-30 | 2026-08-14 | -27.52% |
|---|
POWI
POWER INTEGRATIONS INC COM | United States | CS | 1,891,864 | $158,462,571 | 2.68% | 2026-06-30 | 2026-08-14 | -39.02% |
|---|
SMTC
SEMTECH CORP COM | United States | CS | 955,033 | $154,572,172 | 2.62% | 2026-06-30 | 2026-08-14 | +11.28% |
|---|
IDCC
INTERDIGITAL INC COM | United States | CS | 510,096 | $144,423,622 | 2.45% | 2026-06-30 | 2026-08-14 | +14.54% |
|---|
ZETA
ZETA GLOBAL HOLDINGS CORP CL A | United States | CS | 6,761,165 | $133,059,727 | 2.25% | 2026-06-30 | 2026-08-14 | +47.15% |
|---|
ALGN
ALIGN TECHNOLOGY INC | United States | CS | 783,178 | $132,090,801 | 2.24% | 2026-06-30 | 2026-08-14 | -14.62% |
|---|
SNA
SNAP ON INC COM | United States | CS | 305,180 | $122,804,633 | 2.08% | 2026-06-30 | 2026-08-14 | -8.78% |
|---|
SPSC
SPS COMM INC COM | United States | CS | 2,123,881 | $121,422,277 | 2.06% | 2026-06-30 | 2026-08-14 | +43.69% |
|---|
GNTX
GENTEX CORP COM | United States | CS | 4,561,485 | $115,268,739 | 1.95% | 2026-06-30 | 2026-08-14 | -12.43% |
|---|
SN
SHARKNINJA INC COM SHS | United States | CS | 715,721 | $108,982,913 | 1.85% | 2026-06-30 | 2026-08-14 | +19.81% |
|---|
DV
DOUBLEVERIFY HLDGS INC COM | United States | CS | 9,689,140 | $105,030,283 | 1.78% | 2026-06-30 | 2026-08-14 | +23.62% |
|---|
GTLB
GITLAB, INC | United States | CS | 3,308,421 | $101,006,108 | 1.71% | 2026-06-30 | 2026-08-14 | +53.00% |
|---|
MNDY
MONDAY.COM LTD | | CS | 1,263,335 | $91,452,821 | 1.55% | 2026-06-30 | 2026-08-14 | +5.06% |
|---|
SMCI
SUPER MICRO COMPUTER INC COM N | United States | CS | 2,663,417 | $78,118,021 | 1.32% | 2026-06-30 | 2026-08-14 | +39.86% |
|---|
SFIX
STITCH FIX INC COM CL A | United States | CS | 18,910,052 | $77,720,314 | 1.32% | 2026-06-30 | 2026-08-14 | -38.44% |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWARE | United States | CS | 292,065 | $73,010,534 | 1.24% | 2026-06-30 | 2026-08-14 | -18.88% |
|---|
DLB
DOLBY LABORATORIES INC COM CL | United States | CS | 1,247,791 | $65,608,877 | 1.11% | 2026-06-30 | 2026-08-14 | +10.17% |
|---|
FND
FLOOR & DECOR HLDGS INC CL A | United States | CS | 1,103,591 | $65,509,191 | 1.11% | 2026-06-30 | 2026-08-14 | -20.70% |
|---|
IPGP
IPG PHOTONICS CORP COM | United States | CS | 530,833 | $62,277,386 | 1.05% | 2026-06-30 | 2026-08-14 | -33.07% |
|---|
ADSK
AUTODESK INC COM | United States | CS | 309,345 | $60,142,952 | 1.02% | 2026-06-30 | 2026-08-14 | +4.51% |
|---|
LGIH
LGI HOMES INC COM | United States | CS | 815,069 | $51,903,626 | 0.88% | 2026-06-30 | 2026-08-14 | -24.81% |
|---|
SSD
SIMPSON MFG INC COM | United States | CS | 240,664 | $50,383,113 | 0.85% | 2026-06-30 | 2026-08-14 | -16.89% |
|---|
KRNT
KORNIT DIGITAL LTD SHS | | CS | 3,031,101 | $49,255,391 | 0.83% | 2026-06-30 | 2026-08-14 | +1.85% |
|---|
IT
GARTNER INC COM | United States | CS | 344,687 | $44,678,329 | 0.76% | 2026-06-30 | 2026-08-14 | +43.38% |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. COM | United States | CS | 478,469 | $43,636,418 | 0.74% | 2026-06-30 | 2026-08-14 | -13.62% |
|---|
CELH
CELSIUS HLDGS INC COM NEW | United States | CS | 1,466,503 | $42,939,222 | 0.73% | 2026-06-30 | 2026-08-14 | -5.36% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | CS | 106,000 | $42,154,080 | 0.71% | 2026-06-30 | 2026-08-14 | +3.65% |
|---|
DT
DYNATRACE INC NEW | United States | CS | 908,550 | $39,894,452 | 0.68% | 2026-06-30 | 2026-08-14 | +31.02% |
|---|
CLB
CORE LABORATORIES INC | | CS | 3,042,177 | $35,441,362 | 0.60% | 2026-06-30 | 2026-08-14 | -16.65% |
|---|
PGNY
PROGYNY INC COM | United States | CS | 1,181,632 | $34,066,465 | 0.58% | 2026-06-30 | 2026-08-14 | -14.01% |
|---|
CEVA
CEVA INC COM | United States | CS | 662,802 | $31,257,742 | 0.53% | 2026-06-30 | 2026-08-14 | -26.89% |
|---|
TREX
TREX CO INC COM | United States | CS | 592,096 | $29,628,484 | 0.50% | 2026-06-30 | 2026-08-14 | -11.95% |
|---|
VEEV
VEEVA SYS INC CL A COM | United States | CS | 140,964 | $25,016,881 | 0.42% | 2026-06-30 | 2026-08-14 | +56.97% |
|---|
GGG
GRACO INC COM | United States | CS | 321,466 | $24,306,044 | 0.41% | 2026-06-30 | 2026-08-14 | +3.29% |
|---|
AIOT
POWERFLEET INC | United States | CS | 6,258,600 | $23,970,438 | 0.41% | 2026-06-30 | 2026-08-14 | -28.20% |
|---|
INTU
INTUIT COM | United States | CS | 86,019 | $22,450,959 | 0.38% | 2026-06-30 | 2026-08-14 | +2.69% |
|---|
WEAV
WEAVE COMMUNICATIONS INC COM | United States | CS | 2,998,909 | $17,963,465 | 0.30% | 2026-06-30 | 2026-08-14 | +22.87% |
|---|
ZIP
ZIPRECRUITER INC CL A | United States | CS | 4,091,619 | $15,343,571 | 0.26% | 2026-06-30 | 2026-08-14 | -9.60% |
|---|
PAYX
PAYCHEX INC COM | United States | CS | 151,732 | $14,919,857 | 0.25% | 2026-06-30 | 2026-08-14 | +1.00% |
|---|
MTLS
MATERIALISE NV SPONSORED ADS | | CS | 1,992,441 | $14,803,837 | 0.25% | 2026-06-30 | 2026-08-14 | +17.77% |
|---|
YETI
YETI HLDGS INC COM | United States | CS | 294,902 | $14,615,343 | 0.25% | 2026-06-30 | 2026-08-14 | -14.14% |
|---|
AXGN
AXOGEN INC COM | United States | CS | 127,859 | $5,905,807 | 0.10% | 2026-06-30 | 2026-08-14 | -8.12% |
|---|
INMD
INMODE LTD SHS | | CS | 318,545 | $4,657,128 | 0.08% | 2026-06-30 | 2026-08-14 | -2.74% |
|---|
GLOB
GLOBANT SA | Luxembourg | CS | 100,347 | $2,904,042 | 0.05% | 2026-06-30 | 2026-08-14 | +17.28% |
|---|
MDXG
MIMEDX GROUP INC COM | United States | CS | 587,932 | $2,263,538 | 0.04% | 2026-06-30 | 2026-08-14 | +21.30% |
|---|
AAPL
APPLE INC COM | United States | CS | 992 | $287,045 | 0.00% | 2026-06-30 | 2026-08-14 | |
|---|
CCC
CCC INTELLIGENT SOLUTIONS HOLD | United States | CS | 34,887 | $180,017 | 0.00% | 2026-06-30 | 2026-08-14 | +27.52% |
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