13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001050442
Total reported value
$5.9B
$5.9B
66 檔
31.0%
In Q2 2024, Disciplined Growth Investors Inc /mn's U.S. equity holdings reached a combined market value of $5.9B, distributed across 66 disclosed stock positions.
During Q2 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 | 15.62% | — | -0.69% | |
| 2 | P | Everpure Inc-a | Stock-Tech | 6.66% | +0.56% | -2.04% | |
| 3 | GRMN | Garmin Ltd. | Stock-Tech | 4.15% | -0.98% | -0.78% | |
| 4 | PLXS | Plexus CORP | Stock-Tech | 4.10% | +1.15% | +0.34% | |
| 5 | ANETEUR | Arista Networks Inc | Stock-Other | 3.98% | — | -1.85% | |
| 6 | SWN1EUR | Southwestern Energy Co | Stock-Other | 3.89% | — | +0.14% | |
| 7 | ALRM | Alarm.com Holdings Inc | Stock-Other | 3.24% | -0.05% | +6.21% | |
| 8 | ALGN | Align Technology Inc | Stock-Healthcare | 3.22% | -0.48% | +0.51% | |
| 9 | CGNX | Cognex CORP | Stock-Tech | 3.03% | +0.75% | +1.44% | |
| 10 | MCHP | Microchip Technology Inc | Stock-Tech | 3.00% | -0.91% | -0.24% | |
| 11 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.70% | -0.07% | +1.03% | |
| 12 | POWI | Power Integrations Inc | Stock-Tech | 2.68% | +0.63% | -0.39% | |
| 13 | CTRA | Coterra Energy Inc | Stock-Energy | 2.54% | -4.60% | EXIT | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.41% | -0.39% | -4.53% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 2.40% | -0.99% | +0.97% | |
| 16 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.39% | -0.63% | +1.03% | |
| 17 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.10% | -0.03% | +1.46% | |
| 18 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 2.09% | -0.45% | +0.78% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.07% | -0.30% | -3.40% | |
| 20 | SNA | Snap-on Inc | Stock-Industrials | 1.80% | -0.21% | +0.97% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.74% | — | -3.58% | |
| 22 | CLB | Core Laboratories Inc | Stock-Other | 1.70% | -1.10% | +446.82% | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 1.62% | -0.46% | -0.37% | |
| 24 | LGIH | Lgi Homes Inc | Stock-Other | 1.53% | +0.30% | +1.72% | |
| 25 | SMTC | Semtech CORP | Stock-Tech | 1.40% | -0.85% | +343.26% | |
| 26 | PRLB | Proto Labs Inc | Stock-Other | 1.13% | +0.38% | +1.91% | |
| 27 | LSTR | Landstar System Inc | Stock-Industrials | 1.10% | — | -2.21% | |
| 28 | THRM | Gentherm Inc | Stock-Other | 1.06% | — | +0.71% | |
| 29 | MYGN | Myriad Genetics Inc | Stock-Other | 0.96% | — | +0.48% | |
| 30 | STRA | Strategic Education Inc | Stock-Other | 0.94% | — | +0.61% | |
| 31 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.91% | +0.07% | +1.56% | |
| 32 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.91% | +0.45% | +1.75% | |
| 33 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.91% | — | +1.89% | |
| 34 | VSAT | Viasat Inc | Stock-Tech | 0.82% | +1.90% | +1.07% | |
| 35 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.78% | -0.19% | +2.24% | |
| 36 | AIOT | Powerfleet Inc | Stock-Other | 0.73% | -0.05% | +466.46% | |
| 37 | SFIX | Stitch Fix Inc-class A | Stock-Other | 0.72% | +0.05% | +34.85% | |
| 38 | VZIOEUR | Vizio Holding Corp-a | Stock-Other | 0.70% | — | +0.10% | |
| 39 | UAA | Under Armour Inc-class A | Stock-Consumer Disc | 0.68% | — | +1.32% | |
| 40 | GGG | Graco Inc | Stock-Industrials | 0.61% | -0.16% | -1.89% | |
| 41 | SPSC | Sps Commerce Inc | Stock-Tech | 0.60% | +1.14% | -0.88% | |
| 42 | TREX | Trex Company Inc | Stock-Industrials | 0.57% | -0.01% | -1.05% | |
| 43 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.57% | -0.07% | +5.75% | |
| 44 | SU6 | Surmodics Inc | Stock-Other | 0.46% | — | -11.93% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.31% | -0.02% | -0.54% | |
| 46 | PGNY | Progyny Inc | Stock-Other | 0.28% | +0.38% | +1.80% | |
| 47 | PRO | Pros Holdings Inc | Stock-Other | 0.28% | — | -0.14% | |
| 48 | INMD | InMode Ltd. | Stock-Other | 0.28% | +0.01% | +2.87% | |
| 49 | GEOS | Geospace Technologies CORP | Stock-Other | 0.27% | -0.28% | EXIT | |
| 50 | UTE0 | Cantaloupe Inc | Stock-Other | 0.20% | — | +0.91% |
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 66 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SMCIUSD, P, GRMN) accounted for 31.0% of total reported equity market value during Q2 2024.
During Q2 2024, Disciplined Growth Investors Inc /mn's top holdings by market value included SMCIUSD (15.6%)、P (6.7%)、GRMN (4.2%). The largest single position, SMCIUSD, represented 15.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.