Holders — by stockHoldings — by fund
DISCIPLINED GROWTH INVESTORS INC /MN
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001050442
$5.91B
disclosed book value
58
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 58 of 58 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PLXSPLEXUS CORP COM | 1.4M | $433.2M | 7.3% |
| 2 | VSATVIASAT INC COM | 4.7M | $425.9M | 7.2% |
| 3 | PEVERPURE INC CL A | 4.6M | $366.1M | 6.2% |
| 4 | GRMNGARMIN LTD SHS | 1.3M | $315.2M | 5.3% |
| 5 | ANETARISTA NETWORKS INC COM SHS | 1.8M | $303.8M | 5.1% |
| 6 | CGNXCOGNEX CORP COM | 4.1M | $299.8M | 5.1% |
| 7 | EXEEXPAND ENERGY CORPORATION COM | 2.3M | $214.0M | 3.6% |
| 8 | PRLBPROTO LABS INC COM | 2.4M | $194.0M | 3.3% |
| 9 | AKAMAKAMAI TECHNOLOGIES COM | 1.6M | $193.3M | 3.3% |
| 10 | DVNDEVON ENERGY CORP NEW COM | 4.2M | $174.3M | 3% |
| 11 | ALRMALARM COM HLDGS INC COM | 3.6M | $167.5M | 2.8% |
| 12 | GNRCGENERAC HLDGS INC COM | 558,568 | $163.6M | 2.8% |
| 13 | POWIPOWER INTEGRATIONS INC COM | 1.9M | $158.5M | 2.7% |
| 14 | SMTCSEMTECH CORP COM | 955,033 | $154.6M | 2.6% |
| 15 | IDCCINTERDIGITAL INC COM | 510,096 | $144.4M | 2.4% |
| 16 | ZETAZETA GLOBAL HOLDINGS CORP CL A | 6.8M | $133.1M | 2.3% |
| 17 | ALGNALIGN TECHNOLOGY INC | 783,178 | $132.1M | 2.2% |
| 18 | SNASNAP ON INC COM | 305,180 | $122.8M | 2.1% |
| 19 | SPSCSPS COMM INC COM | 2.1M | $121.4M | 2.1% |
| 20 | GNTXGENTEX CORP COM | 4.6M | $115.3M | 2% |
| 21 | SNSHARKNINJA INC COM SHS | 715,721 | $109.0M | 1.8% |
| 22 | DVDOUBLEVERIFY HLDGS INC COM | 9.7M | $105.0M | 1.8% |
| 23 | GTLBGITLAB, INC | 3.3M | $101.0M | 1.7% |
| 24 | MNDYMONDAY.COM LTD | 1.3M | $91.5M | 1.5% |
| 25 | SMCISUPER MICRO COMPUTER INC COM N | 2.7M | $78.1M | 1.3% |
| 26 | SFIXSTITCH FIX INC COM CL A | 18.9M | $77.7M | 1.3% |
| 27 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 292,065 | $73.0M | 1.2% |
| 28 | DLBDOLBY LABORATORIES INC COM CL | 1.2M | $65.6M | 1.1% |
| 29 | FNDFLOOR & DECOR HLDGS INC CL A | 1.1M | $65.5M | 1.1% |
| 30 | IPGPIPG PHOTONICS CORP COM | 530,833 | $62.3M | 1.1% |
| 31 | ADSKAUTODESK INC COM | 309,345 | $60.1M | 1% |
| 32 | LGIHLGI HOMES INC COM | 815,069 | $51.9M | 0.9% |
| 33 | SSDSIMPSON MFG INC COM | 240,664 | $50.4M | 0.9% |
| 34 | KRNTKORNIT DIGITAL LTD SHS | 3.0M | $49.3M | 0.8% |
| 35 | ITGARTNER INC COM | 344,687 | $44.7M | 0.8% |
| 36 | MCHPMICROCHIP TECHNOLOGY INC. COM | 478,469 | $43.6M | 0.7% |
| 37 | CELHCELSIUS HLDGS INC COM NEW | 1.5M | $42.9M | 0.7% |
| 38 | ISRGINTUITIVE SURGICAL INC | 106,000 | $42.2M | 0.7% |
| 39 | DTDYNATRACE INC NEW | 908,550 | $39.9M | 0.7% |
| 40 | CLBCORE LABORATORIES INC | 3.0M | $35.4M | 0.6% |
| 41 | PGNYPROGYNY INC COM | 1.2M | $34.1M | 0.6% |
| 42 | CEVACEVA INC COM | 662,802 | $31.3M | 0.5% |
| 43 | TREXTREX CO INC COM | 592,096 | $29.6M | 0.5% |
| 44 | VEEVVEEVA SYS INC CL A COM | 140,964 | $25.0M | 0.4% |
| 45 | GGGGRACO INC COM | 321,466 | $24.3M | 0.4% |
| 46 | AIOTPOWERFLEET INC | 6.3M | $24.0M | 0.4% |
| 47 | INTUINTUIT COM | 86,019 | $22.5M | 0.4% |
| 48 | WEAVWEAVE COMMUNICATIONS INC COM | 3.0M | $18.0M | 0.3% |
| 49 | ZIPZIPRECRUITER INC CL A | 4.1M | $15.3M | 0.3% |
| 50 | PAYXPAYCHEX INC COM | 151,732 | $14.9M | 0.3% |
| 51 | MTLSMATERIALISE NV SPONSORED ADS | 2.0M | $14.8M | 0.3% |
| 52 | YETIYETI HLDGS INC COM | 294,902 | $14.6M | 0.2% |
| 53 | AXGNAXOGEN INC COM | 127,859 | $5.9M | 0.1% |
| 54 | INMDINMODE LTD SHS | 318,545 | $4.7M | 0.1% |
| 55 | GLOBGLOBANT SA | 100,347 | $2.9M | 0% |
| 56 | MDXGMIMEDX GROUP INC COM | 587,932 | $2.3M | 0% |
| 57 | AAPLAPPLE INC COM | 992 | $287,045 | 0% |
| 58 | CCCCCC INTELLIGENT SOLUTIONS HOLD | 34,887 | $180,017 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.