The Analysis of DISCIPLINED GROWTH INVESTORS INC /MN's Holdings
Currently, DISCIPLINED GROWTH INVESTORS INC /MN holds 64 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in ZETA (+6.1M shares, valued at $121.5M), SPSC (+367.3K shares, valued at $38.3M), YETI (+772.8K shares, valued at $25.6M); decreased their positions in IDCC (-169.7K shares, valued at $58.6M), MCHP (-828.6K shares, valued at $53.2M), CTLP (-2.7M shares, valued at $28.6M); initiated new positions in ZETA (+6.1M shares, valued at $121.5M), YETI (+772.8K shares, valued at $25.6M), IT (+86.7K shares, valued at $22.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SMCI SUPER MICRO COMPUTER INC COM N9.5M shares-2.56%2025-09-302025-11-14
PSTG PURE STORAGE INC CL A5.2M shares-5.45%2025-09-302025-11-14 GRMN GARMIN LTD SHS1.4M shares-3.00%2025-09-302025-11-14 ANET ARISTA NETWORKS INC COM SHS1.9M shares-5.33%2025-09-302025-11-14 IDCC INTERDIGITAL INC COM790.9K shares-17.66%2025-09-302025-11-14 EXE EXPAND ENERGY CORPORATION COM2.5M shares-4.92%2025-09-302025-11-14 PLXS PLEXUS CORP COM1.6M shares-5.64%2025-09-302025-11-14 CGNX COGNEX CORP COM4.6M shares-3.44%2025-09-302025-11-14 SMTC SEMTECH CORP COM2.7M shares-5.71%2025-09-302025-11-14 ALRM ALARM COM HLDGS INC COM3.3M shares-4.57%2025-09-302025-11-14 VSAT VIASAT INC COM5.7M shares-2.04%2025-09-302025-11-14 CTRA COTERRA ENERGY INC COM6.7M shares-3.41%2025-09-302025-11-14 GNTX GENTEX CORP COM4.7M shares-3.78%2025-09-302025-11-14 AKAM AKAMAI TECHNOLOGIES COM1.7M shares-5.15%2025-09-302025-11-14 PRLB PROTO LABS INC COM2.6M shares-4.76%2025-09-302025-11-14 ZETA ZETA GLOBAL HOLDINGS CORP CL A6.1M sharesnew addition2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC. COM1.8M shares-31.73%2025-09-302025-11-14 SNA SNAP ON INC COM326.0K shares-16.23%2025-09-302025-11-14 GNRC GENERAC HLDGS INC COM618.2K shares-3.48%2025-09-302025-11-14 ADSK AUTODESK INC COM320.8K shares-5.89%2025-09-302025-11-14 ALGN ALIGN TECHNOLOGY INC804.0K shares-4.85%2025-09-302025-11-14 DLB DOLBY LABORATORIES INC COM CL1.4M shares-10.74%2025-09-302025-11-14 SPSC SPS COMM INC COM792.5K shares86.41%2025-09-302025-11-14 FND FLOOR & DECOR HLDGS INC CL A1.1M shares-4.01%2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWARE306.3K shares-4.51%2025-09-302025-11-14 POWI POWER INTEGRATIONS INC COM2.0M shares-4.56%2025-09-302025-11-14 SFIX STITCH FIX INC COM CL A17.5M shares-5.68%2025-09-302025-11-14 CLB CORE LABORATORIES INC6.0M shares9.72%2025-09-302025-11-14 INTU INTUIT COM91.0K shares-13.43%2025-09-302025-11-14 TREX TREX CO INC COM1.0M shares-4.82%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC109.5K shares-4.14%2025-09-302025-11-14 SN SHARKNINJA INC COM SHS447.7K shares-3.75%2025-09-302025-11-14 IPGP IPG PHOTONICS CORP COM561.6K shares-3.17%2025-09-302025-11-14 SSD SIMPSON MFG INC COM256.0K shares-3.60%2025-09-302025-11-14 LGIH LGI HOMES INC COM787.0K shares-8.53%2025-09-302025-11-14 CELH CELSIUS HLDGS INC COM NEW688.2K shares-3.98%2025-09-302025-11-14 AIOT POWERFLEET INC7.4M shares-8.66%2025-09-302025-11-14 DV DOUBLEVERIFY HLDGS INC COM2.9M shares42.52%2025-09-302025-11-14 GGG GRACO INC COM350.9K shares-12.14%2025-09-302025-11-14 YETI YETI HLDGS INC COM772.8K sharesnew addition2025-09-302025-11-14 KRNT KORNIT DIGITAL LTD SHS1.8M shares-7.26%2025-09-302025-11-14 IT GARTNER INC COM86.7K sharesnew addition2025-09-302025-11-14 GEOS GEOSPACE TECHNOLOGIES CORP COM1.2M shares-7.33%2025-09-302025-11-14 PAYX PAYCHEX INC COM151.1K shares-4.39%2025-09-302025-11-14 ZIP ZIPRECRUITER INC CL A4.2M shares-7.88%2025-09-302025-11-14 CEVA CEVA INC COM540.1K shares-12.87%2025-09-302025-11-14 PGNY PROGYNY INC COM601.8K shares-5.94%2025-09-302025-11-14 PRO PROS HOLDINGS INC COM501.7K shares-64.18%2025-09-302025-11-14 MDXG MIMEDX GROUP INC COM1.4M shares282.96%2025-09-302025-11-14 WEAV WEAVE COMMUNICATIONS INC COM1.3M sharesnew addition2025-09-302025-11-14 MLKN MILLERKNOLL INC COM472.0K shares-17.77%2025-09-302025-11-14 EGAN EGAIN CORP COM NEW868.8K shares-8.41%2025-09-302025-11-14 MTLS MATERIALISE NV SPONSORED ADS1.0M shares-46.68%2025-09-302025-11-14 SSTI SOUNDTHINKING INC COM413.4K shares-7.56%2025-09-302025-11-14 CTLP CANTALOUPE INC COM467.9K shares-85.26%2025-09-302025-11-14 GLOB GLOBANT SA71.4K sharesnew addition2025-09-302025-11-14 INMD INMODE LTD SHS255.6K shares-15.93%2025-09-302025-11-14 FOXF FOX FACTORY HLDG CORP COM127.5K shares-6.47%2025-09-302025-11-14 AXGN AXOGEN INC COM167.6K shares1.16%2025-09-302025-11-14 VRNT VERINT SYS INC COM143.1K shares-63.94%2025-09-302025-11-14 SRI STONERIDGE INC COM191.0K shares-14.42%2025-09-302025-11-14 AAPL APPLE INC COM1.5K shares-33.61%2025-09-302025-11-14 MSFT MICROSOFT CORP COM672 shares-1.03%2025-09-302025-11-14 AVGO BROADCOM INC COM1.0K shares-3.98%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available