DISCIPLINED GROWTH INVESTORS INC /MN quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, DISCIPLINED GROWTH INVESTORS INC /MN opened 3 positions, added to 27, reduced 27, sold out of 6 and left 1 unchanged. The largest increase in value was DVN (+$174,346,240); the largest decrease was CTRA (-$224,723,744).
- VSAT: Country of operation United States; Class CS; Shares 2026-03-31 5,660,688; Shares 2026-06-30 4,741,812.
- PLXS: Country of operation United States; Class CS; Shares 2026-03-31 1,494,619; Shares 2026-06-30 1,440,935.
- P: Country of operation United States; Class CS; Shares 2026-03-31 4,666,777; Shares 2026-06-30 4,646,725.
- CGNX: Country of operation United States; Class CS; Shares 2026-03-31 4,322,075; Shares 2026-06-30 4,139,715.
Two Form 13F-HR filings compared (SEC CIK 1050442): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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VSAT
VIASAT INC COM | United States | CS | 5,660,688 | 4,741,812 | -918,876 | $259,259,510 | $425,862,181 | +$166,602,671 |
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PLXS
PLEXUS CORP COM | United States | CS | 1,494,619 | 1,440,935 | -53,684 | $302,720,132 | $433,245,926 | +$130,525,794 |
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P
EVERPURE INC CL A | United States | CS | 4,666,777 | 4,646,725 | -20,052 | $275,526,514 | $366,115,502 | +$90,588,988 |
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CGNX
COGNEX CORP COM | United States | CS | 4,322,075 | 4,139,715 | -182,360 | $211,738,454 | $299,798,160 | +$88,059,706 |
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ANET
ARISTA NETWORKS INC COM SHS | United States | CS | 1,810,993 | 1,788,304 | -22,689 | $222,353,721 | $303,797,168 | +$81,443,447 |
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POWI
POWER INTEGRATIONS INC COM | United States | CS | 1,959,172 | 1,891,864 | -67,308 | $100,309,606 | $158,462,571 | +$58,152,965 |
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PRLB
PROTO LABS INC COM | United States | CS | 2,497,355 | 2,380,514 | -116,841 | $142,399,182 | $194,035,737 | +$51,636,555 |
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GNRC
GENERAC HLDGS INC COM | United States | CS | 580,928 | 558,568 | -22,360 | $113,472,666 | $163,554,442 | +$50,081,776 |
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CLB
CORE LABORATORIES INC | | CS | 4,937,115 | 3,042,177 | -1,894,938 | $82,894,161 | $35,441,362 | -$47,452,799 |
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EXE
EXPAND ENERGY CORPORATION COM | United States | CS | 2,373,302 | 2,346,927 | -26,375 | $260,541,094 | $214,016,273 | -$46,524,821 |
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MCHP
MICROCHIP TECHNOLOGY INC. COM | United States | CS | 1,245,822 | 478,469 | -767,353 | $80,492,559 | $43,636,418 | -$36,856,141 |
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SMCI
SUPER MICRO COMPUTER INC COM N | United States | CS | 4,987,159 | 2,663,417 | -2,323,742 | $113,557,610 | $78,118,021 | -$35,439,589 |
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IDCC
INTERDIGITAL INC COM | United States | CS | 556,788 | 510,096 | -46,692 | $168,149,976 | $144,423,622 | -$23,726,354 |
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INTU
INTUIT COM | United States | CS | 87,126 | 86,019 | -1,107 | $37,671,540 | $22,450,959 | -$15,220,581 |
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SMTC
SEMTECH CORP COM | United States | CS | 2,206,748 | 955,033 | -1,251,715 | $169,676,854 | $154,572,172 | -$15,104,682 |
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SNA
SNAP ON INC COM | United States | CS | 307,848 | 305,180 | -2,668 | $111,816,551 | $122,804,633 | +$10,988,082 |
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DLB
DOLBY LABORATORIES INC COM CL | United States | CS | 1,267,783 | 1,247,791 | -19,992 | $76,143,047 | $65,608,877 | -$10,534,170 |
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SSD
SIMPSON MFG INC COM | United States | CS | 241,565 | 240,664 | -901 | $41,457,385 | $50,383,113 | +$8,925,728 |
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ZIP
ZIPRECRUITER INC CL A | United States | CS | 4,216,601 | 4,091,619 | -124,982 | $7,758,546 | $15,343,571 | +$7,585,025 |
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ISRG
INTUITIVE SURGICAL INC | United States | CS | 106,961 | 106,000 | -961 | $49,307,951 | $42,154,080 | -$7,153,871 |
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GRMN
GARMIN LTD SHS | | CS | 1,331,441 | 1,326,832 | -4,609 | $308,907,626 | $315,175,792 | +$6,268,166 |
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TREX
TREX CO INC COM | United States | CS | 678,357 | 592,096 | -86,261 | $24,705,762 | $29,628,484 | +$4,922,722 |
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GGG
GRACO INC COM | United States | CS | 327,401 | 321,466 | -5,935 | $27,714,495 | $24,306,044 | -$3,408,451 |
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AKAM
AKAMAI TECHNOLOGIES COM | United States | CS | 1,658,792 | 1,635,207 | -23,585 | $190,512,261 | $193,297,819 | +$2,785,558 |
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AIOT
POWERFLEET INC | United States | CS | 7,316,172 | 6,258,600 | -1,057,572 | $22,533,810 | $23,970,438 | +$1,436,628 |
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AXGN
AXOGEN INC COM | United States | CS | 196,565 | 127,859 | -68,706 | $6,512,198 | $5,905,807 | -$606,391 |
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MDXG
MIMEDX GROUP INC COM | United States | CS | 639,066 | 587,932 | -51,134 | $2,524,311 | $2,263,538 | -$260,773 |
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