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DISCIPLINED GROWTH INVESTORS INC /MN
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,906,555,724
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PLEXUS CORP COM · CS · 729132100 · shares: $433,245,926
- VIASAT INC COM · CS · 92552V100 · shares: $425,862,181
- EVERPURE INC CL A · CS · 74624M102 · shares: $366,115,502
- GARMIN LTD SHS · CS · H2906T109 · shares: $315,175,792
- ARISTA NETWORKS INC COM SHS · CS · 040413205 · shares: $303,797,168
- COGNEX CORP COM · CS · 192422103 · shares: $299,798,160
- EXPAND ENERGY CORPORATION COM · CS · 165167735 · shares: $214,016,273
- PROTO LABS INC COM · CS · 743713109 · shares: $194,035,737
- AKAMAI TECHNOLOGIES COM · CS · 00971T101 · shares: $193,297,819
- DEVON ENERGY CORP NEW COM · CS · 25179M103 · shares: $174,346,240
Reported holdings
58 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PLEXUS CORP COM | CS | 729132100 | — | 1,440,935 shares | $433,245,926 |
| VIASAT INC COM | CS | 92552V100 | — | 4,741,812 shares | $425,862,181 |
| EVERPURE INC CL A | CS | 74624M102 | — | 4,646,725 shares | $366,115,502 |
| GARMIN LTD SHS | CS | H2906T109 | — | 1,326,832 shares | $315,175,792 |
| ARISTA NETWORKS INC COM SHS | CS | 040413205 | — | 1,788,304 shares | $303,797,168 |
| COGNEX CORP COM | CS | 192422103 | — | 4,139,715 shares | $299,798,160 |
| EXPAND ENERGY CORPORATION COM | CS | 165167735 | — | 2,346,927 shares | $214,016,273 |
| PROTO LABS INC COM | CS | 743713109 | — | 2,380,514 shares | $194,035,737 |
| AKAMAI TECHNOLOGIES COM | CS | 00971T101 | — | 1,635,207 shares | $193,297,819 |
| DEVON ENERGY CORP NEW COM | CS | 25179M103 | — | 4,219,415 shares | $174,346,240 |
| ALARM COM HLDGS INC COM | CS | 011642105 | — | 3,585,614 shares | $167,519,886 |
| GENERAC HLDGS INC COM | CS | 368736104 | — | 558,568 shares | $163,554,442 |
| POWER INTEGRATIONS INC COM | CS | 739276103 | — | 1,891,864 shares | $158,462,571 |
| SEMTECH CORP COM | CS | 816850101 | — | 955,033 shares | $154,572,172 |
| INTERDIGITAL INC COM | CS | 45867G101 | — | 510,096 shares | $144,423,622 |
| ZETA GLOBAL HOLDINGS CORP CL A | CS | 98956A105 | — | 6,761,165 shares | $133,059,727 |
| ALIGN TECHNOLOGY INC | CS | 016255101 | — | 783,178 shares | $132,090,801 |
| SNAP ON INC COM | CS | 833034101 | — | 305,180 shares | $122,804,633 |
| SPS COMM INC COM | CS | 78463M107 | — | 2,123,881 shares | $121,422,277 |
| GENTEX CORP COM | CS | 371901109 | — | 4,561,485 shares | $115,268,739 |
| SHARKNINJA INC COM SHS | CS | G8068L108 | — | 715,721 shares | $108,982,913 |
| DOUBLEVERIFY HLDGS INC COM | CS | 25862V105 | — | 9,689,140 shares | $105,030,283 |
| GITLAB, INC | CS | 37637K108 | — | 3,308,421 shares | $101,006,108 |
| MONDAY.COM LTD | CS | M7S64H106 | — | 1,263,335 shares | $91,452,821 |
| SUPER MICRO COMPUTER INC COM N | CS | 86800U302 | — | 2,663,417 shares | $78,118,021 |
| STITCH FIX INC COM CL A | CS | 860897107 | — | 18,910,052 shares | $77,720,314 |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | 874054109 | — | 292,065 shares | $73,010,534 |
| DOLBY LABORATORIES INC COM CL | CS | 25659T107 | — | 1,247,791 shares | $65,608,877 |
| FLOOR & DECOR HLDGS INC CL A | CS | 339750101 | — | 1,103,591 shares | $65,509,191 |
| IPG PHOTONICS CORP COM | CS | 44980X109 | — | 530,833 shares | $62,277,386 |
| AUTODESK INC COM | CS | 052769106 | — | 309,345 shares | $60,142,952 |
| LGI HOMES INC COM | CS | 50187T106 | — | 815,069 shares | $51,903,626 |
| SIMPSON MFG INC COM | CS | 829073105 | — | 240,664 shares | $50,383,113 |
| KORNIT DIGITAL LTD SHS | CS | M6372Q113 | — | 3,031,101 shares | $49,255,391 |
| GARTNER INC COM | CS | 366651107 | — | 344,687 shares | $44,678,329 |
| MICROCHIP TECHNOLOGY INC. COM | CS | 595017104 | — | 478,469 shares | $43,636,418 |
| CELSIUS HLDGS INC COM NEW | CS | 15118V207 | — | 1,466,503 shares | $42,939,222 |
| INTUITIVE SURGICAL INC | CS | 46120E602 | — | 106,000 shares | $42,154,080 |
| DYNATRACE INC NEW | CS | 268150109 | — | 908,550 shares | $39,894,452 |
| CORE LABORATORIES INC | CS | 21867A105 | — | 3,042,177 shares | $35,441,362 |
| PROGYNY INC COM | CS | 74340E103 | — | 1,181,632 shares | $34,066,465 |
| CEVA INC COM | CS | 157210105 | — | 662,802 shares | $31,257,742 |
| TREX CO INC COM | CS | 89531P105 | — | 592,096 shares | $29,628,484 |
| VEEVA SYS INC CL A COM | CS | 922475108 | — | 140,964 shares | $25,016,881 |
| GRACO INC COM | CS | 384109104 | — | 321,466 shares | $24,306,044 |
| POWERFLEET INC | CS | 73931J109 | — | 6,258,600 shares | $23,970,438 |
| INTUIT COM | CS | 461202103 | — | 86,019 shares | $22,450,959 |
| WEAVE COMMUNICATIONS INC COM | CS | 94724R108 | — | 2,998,909 shares | $17,963,465 |
| ZIPRECRUITER INC CL A | CS | 98980B103 | — | 4,091,619 shares | $15,343,571 |
| PAYCHEX INC COM | CS | 704326107 | — | 151,732 shares | $14,919,857 |
| MATERIALISE NV SPONSORED ADS | CS | 57667T100 | — | 1,992,441 shares | $14,803,837 |
| YETI HLDGS INC COM | CS | 98585X104 | — | 294,902 shares | $14,615,343 |
| AXOGEN INC COM | CS | 05463X106 | — | 127,859 shares | $5,905,807 |
| INMODE LTD SHS | CS | M5425M103 | — | 318,545 shares | $4,657,128 |
| GLOBANT SA | CS | L44385109 | — | 100,347 shares | $2,904,042 |
| MIMEDX GROUP INC COM | CS | 602496101 | — | 587,932 shares | $2,263,538 |
| APPLE INC COM | CS | 037833100 | — | 992 shares | $287,045 |
| CCC INTELLIGENT SOLUTIONS HOLD | CS | 12510Q100 | — | 34,887 shares | $180,017 |