Disciplined Growth Investors Inc /mn Holdings & Portfolio - 13F Filings Analysis - Stocknear

Disciplined Growth Investors Inc /mn

CIK Number: 0001050442

5.23B
Market Value
64
# of Holdings
28 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GRMN Garmin Ltd.
237.65
+0.31% 1.41M -0.41% 307.05M 72.56 6.36% Share
2 EXE Expand Energy C...
96.66
-0.43% 2.68M -2.1% 298.3M 99.55 6.17% Share
3 SMCI Super Micro Com...
40.70
+1.50% 8.35M +12.97% 285.89M 79.14 5.92% Share
4 PSTG Pure Storage, I...
78.71
+1.05% 5.49M -2.56% 242.83M 17.96 5.03% Share
5 IDCC InterDigital, I...
287.88
+1.09% 1.08M -2.75% 224.19M 79.39 4.64% Share
6 PLXS Plexus Corp.
137.77
+2.08% 1.65M -1.54% 211.58M 52.76 4.38% Share
7 CTRA Coterra Energy ...
24.38
+1.29% 6.95M +23.76% 200.72M 20.65 4.15% Share
8 ALRM Alarm.com Holdi...
57.09
+0.16% 3.39M +15.22% 188.62M 67.38 3.90% Share
9 AKAM Akamai Technolo...
77.19
-0.48% 1.85M +14.93% 148.96M 69.27 3.08% Share
10 CGNX Cognex Corporat...
44.27
+0.68% 4.73M +24.20% 141.03M 38.94 2.92% Share
11 ALGN Align Technolog...
134.70
+1.77% 837.23K +6.30% 133M 170.44 2.75% Share
12 SNA Snap-on Incorpo...
328.77
+2.15% 394.31K -0.45% 132.89M 197.17 2.75% Share
13 MCHP Microchip Techn...
64.43
+1.82% 2.65M +41.62% 128.17M 49.73 2.65% Share
14 ANET Arista Networks...
141.24
+2.81% 1.62M -32.8% 125.24M 110.53 2.59% Share
15 DLB Dolby Laborator...
72.81
+0.62% 1.55M +1.19% 124.24M 67.69 2.57% Share
16 GNTX Gentex Corporat...
28.12
+1.63% 4.93M +3.00% 114.79M 20.38 2.38% Share
17 INTU Intuit Inc.
668.29
-0.06% 179K -7.84% 109.9M 66.94 2.27% Share
18 POWI Power Integrati...
44.73
+1.87% 2.08M -1.11% 104.87M 40.08 2.17% Share
19 SMTC Semtech Corpora...
59.90
+3.40% 2.78M +3.18% 95.58M 37 1.98% Share
20 FND Floor & Decor H...
82.77
+5.44% 1.18M -1.26% 95.06M 100.36 1.97% Share
21 PRLB Proto Labs, Inc...
50.18
+2.28% 2.67M +22.87% 93.58M 52.2 1.94% Share
22 ADSK Autodesk, Inc.
319.93
+0.76% 343.76K -3.39% 90M 55.99 1.86% Share
23 CLB Core Laboratori...
12.49
+5.94% 5.49M -0.22% 82.32M 19.91 1.70% Share
24 GNRC Generac Holding...
178.21
+1.75% 643.67K +56.73% 81.52M 126.1 1.69% Share
25 TTWO Take-Two Intera...
240.65
+0.75% 322.79K -1.95% 66.9M 151.61 1.38% Share
26 ISRG Intuitive Surgi...
454.52
+3.02% 134.66K -44.73% 66.69M 56.99 1.38% Share
27 TREX Trex Company, I...
62.28
+4.22% 1.09M +188.57% 63.58M 42.6 1.32% Share
28 LGIH LGI Homes, Inc.
65.46
+4.52% 934.01K +0.40% 62.08M 130.68 1.28% Share
29 SFIX Stitch Fix, Inc...
5.61
+5.85% 18.7M +13.25% 60.77M 7.19 1.26% Share
30 VSAT Viasat, Inc.
30.10
+2.05% 5.05M +28.19% 52.61M 28.7 1.09% Share
31 MSM MSC Industrial ...
92.63
+2.59% 618.12K -3.74% 48.01M 87.95 0.99% Share
32 LSTR Landstar System...
134.36
+2.28% 310.62K -5.14% 46.65M 59.52 0.97% Share
33 AIOT PowerFleet, Inc...
4.47
-1.32% 8.1M -3.42% 44.47M 4.87 0.92% Share
34 MYGN Myriad Genetics...
6.79
-0.15% 4.73M +85.16% 41.99M 19.17 0.87% Share
35 SSD Simpson Manufac...
193.01
+2.85% 266.94K +100.00% 41.93M 157.08 0.87% Share
36 STRA Strategic Educa...
83.00
+0.18% 474.79K +9.01% 39.86M 108.03 0.82% Share
37 UAA Under Armour, I...
5.26
+3.95% 6.14M +2.73% 38.35M 12.82 0.79% Share
38 KRNT Kornit Digital ...
14.71
+1.66% 1.98M -1.45% 37.87M 19.87 0.78% Share
39 IPGP IPG Photonics C...
82.34
+1.50% 581.39K +4.55% 36.71M 106.28 0.76% Share
40 GGG Graco Inc.
86.20
+2.00% 404.03K -3.28% 33.74M 23.36 0.70% Share
41 THRM Gentherm Incorp...
35.85
-0.07% 1.19M +0.23% 31.82M 34.44 0.66% Share
42 DV DoubleVerify Ho...
15.25
-4.51% 2.05M +72.13% 27.4M 15.43 0.57% Share
43 CELH Celsius Holding...
60.76
-0.56% 721.26K +100.00% 25.69M 35.62 0.53% Share
44 PAYX Paychex, Inc.
137.32
+1.25% 161.8K -3.22% 24.96M 75.29 0.52% Share
45 RCL Royal Caribbean...
360.05
+1.42% 100.22K -82.82% 20.59M 44.85 0.43% Share
46 PRO PROS Holdings, ...
15.12
-0.92% 1.07M +117.87% 20.44M 20.98 0.42% Share
47 SPSC SPS Commerce, I...
109.36
+1.25% 147.63K -4.63% 19.59M 31.43 0.41% Share
48 CTLP Cantaloupe, Inc...
10.85
+0.09% 1.98M +26.18% 15.6M 7.42 0.32% Share
49 PGNY Progyny, Inc.
23.56
+0.08% 653.07K -1.05% 14.59M 29.29 0.30% Share
50 CEVA CEVA, Inc.
22.37
+2.76% 440.72K -1.61% 11.29M 20.74 0.23% Share
51 MLKN MillerKnoll, In...
21.17
+2.72% 571.82K +55.91% 10.94M 26.37 0.23% Share
52 ZIP ZipRecruiter, I...
5.18
+0.58% 1.62M +60.54% 9.55M 8.9 0.20% Share
53 MTLS Materialise N.V...
4.97
+0.81% 1.88M +20.22% 9.23M 6.18 0.19% Share
54 GEOS Geospace Techno...
18.85
+7.41% 1.27M -11.03% 9.14M 11.01 0.19% Share
55 SSTI SoundThinking, ...
11.63
-1.52% 450.24K +0.12% 7.63M 11.6 0.16% Share
56 VRNT Verint Systems ...
20.36
-0.24% 400.39K +106.72% 7.15M 21.47 0.15% Share
57 SRDX Surmodics, Inc.
33.39
-1.88% 202.95K -11.6% 6.2M 38.1 0.13% Share
58 INMD InMode Ltd.
14.41
-0.69% 296.64K -2.35% 5.26M 20.9 0.11% Share
59 EGAN eGain Corporati...
6.17
-1.12% 963.49K -4.57% 4.67M 9.43 0.10% Share
60 FOXF Fox Factory Hol...
28.33
+1.76% 137.24K +1.34% 3.2M 41.26 0.07% Share
61 MDXG MiMedx Group, I...
7.09
-0.14% 339.86K -2.32% 2.58M 8.66 0.05% Share
62 SRI Stoneridge, Inc...
8.35
+3.09% 227.93K +0.61% 1.05M 23.48 0.02% Share
63 AAPL Apple Inc.
239.78
+0.55% 1.33K -9.02% 295.88K 156.93 < 0.01% Share
64 MSFT Microsoft Corpo...
507.97
+0.52% 679 0.00% 254.89K 318.93 < 0.01% Share