Advertisement
Screener

DISCIPLINED GROWTH INVESTORS INC /MN Historic Quarter Change: USA Everything Else, Added

DISCIPLINED GROWTH INVESTORS INC /MN historic quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, DISCIPLINED GROWTH INVESTORS INC /MN opened 0 positions, added to 9, reduced 8 and sold out of 7.

  • Q3 2024: Stock ARISTA NETWORKS INC COM; Country of operation United States; Class CS; Shares before 603,236.
  • Q3 2024: Stock SOUTHWESTERN ENERGY CO COM; Country of operation United States; Class CS; Shares before 30,664,072.
  • Q2 2024: Stock SOUTHWESTERN ENERGY CO COM; Country of operation United States; Class CS; Shares before 30,622,480.
  • Q2 2024: Stock CARA THERAPEUTICS INC COM; Country of operation United States; Class CS; Shares before 1,815,058.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1050442), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-21); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024ARISTA NETWORKS INC COM
CUSIP 040413106
United StatesCS603,236613,192+9,956$211,422,153$235,355,353+$23,933,2002024-11-15
Q3 2024SOUTHWESTERN ENERGY CO COM
CUSIP 845467109
United StatesCS30,664,07231,570,774+906,702$206,369,205$224,468,203+$18,098,9982024-11-15
Q2 2024SOUTHWESTERN ENERGY CO COM
CUSIP 845467109
United StatesCS30,622,48030,664,072+41,592$232,118,398$206,369,205-$25,749,1932024-08-15
Q2 2024CARA THERAPEUTICS INC COM
CUSIP 140755109
United StatesCS1,815,0581,935,718+120,660$1,651,703$499,415-$1,152,2882024-08-15
Q2 2024VIZIO HLDG CORP CL A COM
CUSIP 92858V101
United StatesCS3,437,3403,440,920+3,580$37,604,500$37,161,936-$442,5642024-08-15
Q1 2024SOUTHWESTERN ENERGY CO COM
CUSIP 845467109
United StatesCS29,471,74530,622,480+1,150,735$193,039,930$232,118,398+$39,078,4682024-05-15
Q1 2024VIZIO HLDG CORP CL A COM
CUSIP 92858V101
United StatesCS2,080,5153,437,340+1,356,825$16,019,965$37,604,500+$21,584,5352024-05-15
Q1 2024EVERBRIDGE INC COM
CUSIP 29978A104
United StatesCS120,850129,942+9,092$2,937,863$4,525,880+$1,588,0172024-05-15
Q1 2024CARA THERAPEUTICS INC COM
CUSIP 140755109
United StatesCS1,812,1001,815,058+2,958$1,346,390$1,651,703+$305,3132024-05-15

Similar Firms

Firm NameCountry13F ValueHoldings
Paradigm Biocapital Advisors LPUnited States$4.894B35
KENSICO CAPITAL MANAGEMENT CORPUnited States$4.898B20
WHITTIER TRUST CO OF NEVADA INCUnited States$4.873B1,723
Mill Creek Capital Advisors, LLCUnited States$4.868B260
Freemont Capital Pte LtdSingapore$4.908B4
MISSION WEALTH MANAGEMENT, LPUnited States$4.863B728
Southpoint Capital Advisors LPUnited States$4.859B41
MOORE CAPITAL MANAGEMENT, LPUnited States$4.919B637
Maryland State Retirement & Pension SystemUnited States$4.920B1,352
BECK MACK & OLIVER LLCUnited States$4.849B195