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CIK: 0001050442
Total reported value
$5.9B
$5.9B
68 檔
33.7%
As reported in its official Q1 2024 Form 13F filing, Disciplined Growth Investors Inc /mn's tracked investment portfolio stood at $5.9B with 68 total positions.
During Q1 2024, Disciplined Growth Investors Inc /mn's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 18.78% | — | -62.59% | |
| 2 | P | Everpure Inc-a | Stock-Tech | 5.33% | +0.56% | -0.91% | |
| 3 | SWN1EUR | Southwestern Energy Co | Stock-Other | 4.23% | — | +3.90% | |
| 4 | ALGN | Align Technology Inc | Stock-Healthcare | 4.21% | -0.48% | +4.85% | |
| 5 | GRMN | Garmin Ltd. | Stock-Tech | 3.70% | -0.98% | +0.75% | |
| 6 | PLXS | Plexus CORP | Stock-Tech | 3.64% | +1.15% | +3.10% | |
| 7 | ALRM | Alarm.com Holdings Inc | Stock-Other | 3.37% | -0.05% | +47.06% | |
| 8 | ANETEUR | Arista Networks Inc | Stock-Other | 3.25% | — | -2.44% | |
| 9 | MCHP | Microchip Technology Inc | Stock-Tech | 2.85% | -0.91% | +0.31% | |
| 10 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.78% | -0.07% | +1.88% | |
| 11 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.77% | -0.63% | +1.49% | |
| 12 | POWI | Power Integrations Inc | Stock-Tech | 2.66% | +0.63% | -0.05% | |
| 13 | CGNX | Cognex CORP | Stock-Tech | 2.63% | +0.75% | +74.80% | |
| 14 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.62% | -0.03% | +55.40% | |
| 15 | CTRA | Coterra Energy Inc | Stock-Energy | 2.55% | -4.60% | EXIT | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.42% | -0.39% | -7.74% | |
| 17 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 2.13% | -0.45% | +1.49% | |
| 18 | IDCC | Interdigital Inc | Stock-Tech | 2.10% | -0.99% | +60.15% | |
| 19 | SNA | Snap-on Inc | Stock-Industrials | 1.95% | -0.21% | +2.68% | |
| 20 | LGIH | Lgi Homes Inc | Stock-Other | 1.89% | +0.30% | +62.43% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.86% | -0.30% | -3.12% | |
| 22 | ADSK | Autodesk Inc | Stock-Tech | 1.66% | -0.46% | -4.19% | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.52% | — | -3.72% | |
| 24 | PRLB | Proto Labs Inc | Stock-Other | 1.25% | +0.38% | +9.78% | |
| 25 | THRM | Gentherm Inc | Stock-Other | 1.20% | — | +4.96% | |
| 26 | LSTR | Landstar System Inc | Stock-Industrials | 1.14% | — | -0.56% | |
| 27 | VSAT | Viasat Inc | Stock-Tech | 1.13% | +1.90% | +11.54% | |
| 28 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.05% | — | +129.37% | |
| 29 | STRA | Strategic Education Inc | Stock-Other | 0.85% | — | -2.95% | |
| 30 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.83% | +0.07% | +174.38% | |
| 31 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.83% | +0.45% | +7.71% | |
| 32 | MYGN | Myriad Genetics Inc | Stock-Other | 0.81% | — | +6.24% | |
| 33 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.79% | -0.19% | +13.42% | |
| 34 | TREX | Trex Company Inc | Stock-Industrials | 0.76% | -0.01% | +1.45% | |
| 35 | UAA | Under Armour Inc-class A | Stock-Consumer Disc | 0.72% | — | +25.49% | |
| 36 | GGG | Graco Inc | Stock-Industrials | 0.71% | -0.16% | -3.26% | |
| 37 | VZIOEUR | Vizio Holding Corp-a | Stock-Other | 0.69% | — | +65.22% | |
| 38 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.64% | -0.07% | +13.98% | |
| 39 | MIXTUSD | Mix Telematics Ltd-sp Adr | Stock-Other | 0.58% | — | -13.53% | |
| 40 | SPSC | Sps Commerce Inc | Stock-Tech | 0.57% | +1.14% | +1.61% | |
| 41 | GEOS | Geospace Technologies CORP | Stock-Other | 0.38% | -0.28% | EXIT | |
| 42 | PGNY | Progyny Inc | Stock-Other | 0.36% | +0.38% | — | |
| 43 | SU6 | Surmodics Inc | Stock-Other | 0.35% | — | +7.20% | |
| 44 | PRO | Pros Holdings Inc | Stock-Other | 0.35% | — | +2.71% | |
| 45 | SFIX | Stitch Fix Inc-class A | Stock-Other | 0.33% | +0.05% | +9.04% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.32% | -0.02% | -0.77% | |
| 47 | INMD | InMode Ltd. | Stock-Other | 0.31% | +0.01% | — | |
| 48 | SMTC | Semtech CORP | Stock-Tech | 0.28% | -0.85% | +14.42% | |
| 49 | CLB | Core Laboratories Inc | Stock-Other | 0.25% | -1.10% | +8.43% | |
| 50 | ZIP | Ziprecruiter Inc-a | Stock-Other | 0.21% | +0.10% | — |
According to official SEC Form 13F filings, Disciplined Growth Investors Inc /mn reported a total U.S. public equity portfolio value of $5.9B across 68 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SMCIUSD, P, SWN1EUR) accounted for 33.7% of total reported equity market value during Q1 2024.
During Q1 2024, Disciplined Growth Investors Inc /mn's top holdings by market value included SMCIUSD (18.8%)、P (5.3%)、SWN1EUR (4.2%). The largest single position, SMCIUSD, represented 18.8% of total portfolio value.
In Q1 2024, Disciplined Growth Investors Inc /mn made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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