Sponsored

The Analysis of DISCIPLINED GROWTH INVESTORS INC /MN's Holdings & P&L

Currently, DISCIPLINED GROWTH INVESTORS INC /MN holds 69 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in GRMN (+1.3M shares, valued at $308.9M), PLXS (+1.5M shares, valued at $302.7M), PSTG (+4.7M shares, valued at $275.5M); decreased their positions in CLB (-229.8K shares, valued at $3.1M); initiated new positions in GRMN (+1.3M shares, valued at $308.9M), PLXS (+1.5M shares, valued at $302.7M), PSTG (+4.7M shares, valued at $275.5M).

1M P&L

+518.9M+10.69%

3M P&L

+574.6M+11.98%

HY P&L

+903.1M+20.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application720.1M

14.4%

2Scientific & Technical Instruments520.6M

10.4%

3Oil & Gas E&P485.3M

9.7%

Top Industries by Stock Count

1Software - Application13 stocks

19.7%

2Software - Infrastructure5 stocks

7.6%

3Semiconductors4 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GRMN GARMIN LTD SHS1.3M sharesnew addition2026-03-312026-05-15

PLXS PLEXUS CORP COM1.5M sharesnew addition2026-03-312026-05-15

PSTG EVERPURE INC CL A4.7M sharesnew addition2026-03-312026-05-15

EXE EXPAND ENERGY CORPORATION COM2.4M sharesnew addition2026-03-312026-05-15

VSAT VIASAT INC COM5.7M sharesnew addition2026-03-312026-05-15

CTRA COTERRA ENERGY INC COM6.4M sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS1.8M sharesnew addition2026-03-312026-05-15

CGNX COGNEX CORP COM4.3M sharesnew addition2026-03-312026-05-15

Sponsored

AKAM AKAMAI TECHNOLOGIES COM1.7M sharesnew addition2026-03-312026-05-15

PRLB 2.5M sharesnew addition2026-03-312026-05-15

SMTC SEMTECH CORP COM2.2M sharesnew addition2026-03-312026-05-15

IDCC INTERDIGITAL INC COM556.8K sharesnew addition2026-03-312026-05-15

PRLB PROTO LABS INC COM2.5M sharesnew addition2026-03-312026-05-15

ALRM ALARM COM HLDGS INC COM3.3M sharesnew addition2026-03-312026-05-15

ALRM 3.3M sharesnew addition2026-03-312026-05-15

ALGN ALIGN TECHNOLOGY INC775.8K sharesnew addition2026-03-312026-05-15

Sponsored

SUPER MICRO COMPUTER INC COM N SUPER MICRO COMPUTER INC COM N5.0M sharesnew addition2026-03-312026-05-15

GNRC GENERAC HLDGS INC COM580.9K sharesnew addition2026-03-312026-05-15

SNA SNAP ON INC COM307.8K sharesnew addition2026-03-312026-05-15

POWI POWER INTEGRATIONS INC COM2.0M sharesnew addition2026-03-312026-05-15

GNTX GENTEX CORP COM4.5M sharesnew addition2026-03-312026-05-15

ZETA ZETA GLOBAL HOLDINGS CORP CL A6.2M sharesnew addition2026-03-312026-05-15

CORE LABORATORIES INC CORE LABORATORIES INC4.9M sharesnew addition2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC. COM1.2M sharesnew addition2026-03-312026-05-15

Sponsored

DLB DOLBY LABORATORIES INC COM CL1.3M sharesnew addition2026-03-312026-05-15

ADSK AUTODESK INC COM301.8K sharesnew addition2026-03-312026-05-15

CLB 4.9M shares-4.45%2026-03-312026-05-15

SFIX STITCH FIX INC COM CL A18.7M sharesnew addition2026-03-312026-05-15

IPGP IPG PHOTONICS CORP COM528.7K sharesnew addition2026-03-312026-05-15

SFIX 18.7M sharesnew addition2026-03-312026-05-15

TTWO TAKE-TWO INTERACTIVE SOFTWARE290.2K sharesnew addition2026-03-312026-05-15

FND FLOOR & DECOR HLDGS INC CL A1.1M sharesnew addition2026-03-312026-05-15

Sponsored

IT GARTNER INC COM338.9K sharesnew addition2026-03-312026-05-15

CELH CELSIUS HLDGS INC COM NEW1.4M sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC107.0K sharesnew addition2026-03-312026-05-15

KRNT 3.0M sharesnew addition2026-03-312026-05-15

SN SHARKNINJA INC COM SHS427.4K sharesnew addition2026-03-312026-05-15

SPSC SPS COMM INC COM810.9K sharesnew addition2026-03-312026-05-15

KRNT KORNIT DIGITAL LTD SHS3.0M sharesnew addition2026-03-312026-05-15

SSD SIMPSON MFG INC COM241.6K sharesnew addition2026-03-312026-05-15

Sponsored

INTU INTUIT COM87.1K sharesnew addition2026-03-312026-05-15

DV DOUBLEVERIFY HLDGS INC COM3.9M sharesnew addition2026-03-312026-05-15

LGIH LGI HOMES INC COM721.6K sharesnew addition2026-03-312026-05-15

MNDY MONDAY.COM LTD403.9K sharesnew addition2026-03-312026-05-15

GGG GRACO INC COM327.4K sharesnew addition2026-03-312026-05-15

TREX TREX CO INC COM678.4K sharesnew addition2026-03-312026-05-15

DT DYNATRACE INC NEW658.7K sharesnew addition2026-03-312026-05-15

AIOT 7.3M sharesnew addition2026-03-312026-05-15

Sponsored

AIOT POWERFLEET INC7.3M sharesnew addition2026-03-312026-05-15

GTLB GITLAB, INC909.5K sharesnew addition2026-03-312026-05-15

ZIP 4.2M sharesnew addition2026-03-312026-05-15

GEOS GEOSPACE TECHNOLOGIES CORP COM1.1M sharesnew addition2026-03-312026-05-15

PAYX PAYCHEX INC COM143.0K sharesnew addition2026-03-312026-05-15

YETI YETI HLDGS INC COM293.8K sharesnew addition2026-03-312026-05-15

WEAV WEAVE COMMUNICATIONS INC COM2.3M sharesnew addition2026-03-312026-05-15

PGNY PROGYNY INC COM574.6K sharesnew addition2026-03-312026-05-15

Sponsored

GEOS 1.1M sharesnew addition2026-03-312026-05-15

CEVA CEVA INC COM450.5K sharesnew addition2026-03-312026-05-15

ZIP ZIPRECRUITER INC CL A4.2M sharesnew addition2026-03-312026-05-15

MLKN MILLERKNOLL INC COM498.6K sharesnew addition2026-03-312026-05-15

EGAN EGAIN CORP COM NEW912.3K sharesnew addition2026-03-312026-05-15

AXGN AXOGEN INC COM196.6K sharesnew addition2026-03-312026-05-15

MTLS MATERIALISE NV SPONSORED ADS1.1M sharesnew addition2026-03-312026-05-15

GLOB GLOBANT SA81.9K sharesnew addition2026-03-312026-05-15

Sponsored

INMD INMODE LTD SHS266.5K sharesnew addition2026-03-312026-05-15

MDXG MIMEDX GROUP INC COM639.1K sharesnew addition2026-03-312026-05-15

SSTI SOUNDTHINKING INC COM196.5K sharesnew addition2026-03-312026-05-15

SRI STONERIDGE INC COM197.1K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC COM992 sharesnew addition2026-03-312026-05-15

GRMN

GARMIN LTD SHS

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

PLXS

PLEXUS CORP COM

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC CL A

New

Shares4.7M

Event2026-03-31

Filed2026-05-15

EXE

EXPAND ENERGY CORPORATION COM

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

VSAT

VIASAT INC COM

New

Shares5.7M

Event2026-03-31

Filed2026-05-15

CTRA

COTERRA ENERGY INC COM

New

Shares6.4M

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC COM SHS

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP COM

New

Shares4.3M

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES COM

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

PRLB

New

Shares2.5M

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP COM

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

IDCC

INTERDIGITAL INC COM

New

Shares556.8K

Event2026-03-31

Filed2026-05-15

PRLB

PROTO LABS INC COM

New

Shares2.5M

Event2026-03-31

Filed2026-05-15

ALRM

ALARM COM HLDGS INC COM

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

ALRM

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

ALGN

ALIGN TECHNOLOGY INC

New

Shares775.8K

Event2026-03-31

Filed2026-05-15

SUPER MICRO COMPUTER INC COM N

New

Shares5.0M

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC COM

New

Shares580.9K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC COM

New

Shares307.8K

Event2026-03-31

Filed2026-05-15

POWI

POWER INTEGRATIONS INC COM

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

GNTX

GENTEX CORP COM

New

Shares4.5M

Event2026-03-31

Filed2026-05-15

ZETA

ZETA GLOBAL HOLDINGS CORP CL A

New

Shares6.2M

Event2026-03-31

Filed2026-05-15

CORE LABORATORIES INC

New

Shares4.9M

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC. COM

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

DLB

DOLBY LABORATORIES INC COM CL

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC COM

New

Shares301.8K

Event2026-03-31

Filed2026-05-15

CLB

-4.45%

Shares4.9M

Event2026-03-31

Filed2026-05-15

SFIX

STITCH FIX INC COM CL A

New

Shares18.7M

Event2026-03-31

Filed2026-05-15

IPGP

IPG PHOTONICS CORP COM

New

Shares528.7K

Event2026-03-31

Filed2026-05-15

SFIX

New

Shares18.7M

Event2026-03-31

Filed2026-05-15

TTWO

TAKE-TWO INTERACTIVE SOFTWARE

New

Shares290.2K

Event2026-03-31

Filed2026-05-15

FND

FLOOR & DECOR HLDGS INC CL A

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

GARTNER INC COM

New

Shares338.9K

Event2026-03-31

Filed2026-05-15

CELH

CELSIUS HLDGS INC COM NEW

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

New

Shares107.0K

Event2026-03-31

Filed2026-05-15

KRNT

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC COM SHS

New

Shares427.4K

Event2026-03-31

Filed2026-05-15

SPSC

SPS COMM INC COM

New

Shares810.9K

Event2026-03-31

Filed2026-05-15

KRNT

KORNIT DIGITAL LTD SHS

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

SSD

SIMPSON MFG INC COM

New

Shares241.6K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT COM

New

Shares87.1K

Event2026-03-31

Filed2026-05-15

DOUBLEVERIFY HLDGS INC COM

New

Shares3.9M

Event2026-03-31

Filed2026-05-15

LGIH

LGI HOMES INC COM

New

Shares721.6K

Event2026-03-31

Filed2026-05-15

MNDY

MONDAY.COM LTD

New

Shares403.9K

Event2026-03-31

Filed2026-05-15

GGG

GRACO INC COM

New

Shares327.4K

Event2026-03-31

Filed2026-05-15

TREX

TREX CO INC COM

New

Shares678.4K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC NEW

New

Shares658.7K

Event2026-03-31

Filed2026-05-15

AIOT

New

Shares7.3M

Event2026-03-31

Filed2026-05-15

AIOT

POWERFLEET INC

New

Shares7.3M

Event2026-03-31

Filed2026-05-15

GTLB

GITLAB, INC

New

Shares909.5K

Event2026-03-31

Filed2026-05-15

ZIP

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

GEOS

GEOSPACE TECHNOLOGIES CORP COM

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC COM

New

Shares143.0K

Event2026-03-31

Filed2026-05-15

YETI

YETI HLDGS INC COM

New

Shares293.8K

Event2026-03-31

Filed2026-05-15

WEAV

WEAVE COMMUNICATIONS INC COM

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

PGNY

PROGYNY INC COM

New

Shares574.6K

Event2026-03-31

Filed2026-05-15

GEOS

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

CEVA

CEVA INC COM

New

Shares450.5K

Event2026-03-31

Filed2026-05-15

ZIP

ZIPRECRUITER INC CL A

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

MLKN

MILLERKNOLL INC COM

New

Shares498.6K

Event2026-03-31

Filed2026-05-15

EGAN

EGAIN CORP COM NEW

New

Shares912.3K

Event2026-03-31

Filed2026-05-15

AXGN

AXOGEN INC COM

New

Shares196.6K

Event2026-03-31

Filed2026-05-15

MTLS

MATERIALISE NV SPONSORED ADS

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

GLOB

GLOBANT SA

New

Shares81.9K

Event2026-03-31

Filed2026-05-15

INMD

INMODE LTD SHS

New

Shares266.5K

Event2026-03-31

Filed2026-05-15

MDXG

MIMEDX GROUP INC COM

New

Shares639.1K

Event2026-03-31

Filed2026-05-15

SSTI

SOUNDTHINKING INC COM

New

Shares196.5K

Event2026-03-31

Filed2026-05-15

SRI

STONERIDGE INC COM

New

Shares197.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC COM

New

Shares992

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available