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CIK: 0001050442
Total reported value
$5.9B
$5.9B
69 檔
25.4%
According to the latest 13F quarterly dataset, Disciplined Growth Investors Inc /mn managed an equity portfolio of $5.9B at the end of Q3 2024, spanning 69 distinct U.S. exchange-listed positions.
In Q3 2024, Disciplined Growth Investors Inc /mn displayed an active expansion posture, initiating 6 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | Stock-Tech | 8.22% | -1.00% | — | |
| 2 | PLXS | Plexus CORP | Stock-Tech | 5.61% | +1.15% | +2.82% | |
| 3 | P | Everpure Inc-a | Stock-Tech | 5.40% | +0.56% | +3.22% | |
| 4 | GRMN | Garmin Ltd. | Stock-Tech | 4.66% | -0.98% | +3.60% | |
| 5 | ANETEUR | Arista Networks Inc | Stock-Other | 4.45% | — | +1.65% | |
| 6 | SWN1EUR | Southwestern Energy Co | Stock-Other | 4.24% | — | +2.96% | |
| 7 | ALGN | Align Technology Inc | Stock-Healthcare | 3.62% | -0.48% | +6.43% | |
| 8 | IDCC | Interdigital Inc | Stock-Tech | 3.03% | -0.99% | +3.65% | |
| 9 | ALRM | Alarm.com Holdings Inc | Stock-Other | 2.97% | -0.05% | +6.04% | |
| 10 | CGNX | Cognex CORP | Stock-Tech | 2.87% | +0.75% | +8.88% | |
| 11 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.86% | -0.63% | +6.29% | |
| 12 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.78% | -0.03% | +5.32% | |
| 13 | MCHP | Microchip Technology Inc | Stock-Tech | 2.76% | -0.91% | +4.57% | |
| 14 | POWI | Power Integrations Inc | Stock-Tech | 2.56% | +0.63% | +3.98% | |
| 15 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.52% | -0.07% | +5.50% | |
| 16 | CTRA | Coterra Energy Inc | Stock-Energy | 2.42% | -4.60% | EXIT | |
| 17 | INTU | Intuit Inc | Stock-Tech | 2.32% | -0.39% | +1.35% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.31% | -0.30% | +0.35% | |
| 19 | SMTC | Semtech CORP | Stock-Tech | 2.25% | -0.85% | +4.61% | |
| 20 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 2.12% | -0.45% | +4.53% | |
| 21 | LGIH | Lgi Homes Inc | Stock-Other | 2.11% | +0.30% | +3.68% | |
| 22 | SNA | Snap-on Inc | Stock-Industrials | 2.09% | -0.21% | +4.40% | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.98% | — | +2.34% | |
| 24 | CLB | Core Laboratories Inc | Stock-Other | 1.98% | -1.10% | +26.74% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 1.86% | -0.46% | +2.69% | |
| 26 | MYGN | Myriad Genetics Inc | Stock-Other | 1.31% | — | +21.08% | |
| 27 | LSTR | Landstar System Inc | Stock-Industrials | 1.17% | — | +2.95% | |
| 28 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.16% | +0.45% | +5.64% | |
| 29 | PRLB | Proto Labs Inc | Stock-Other | 1.14% | +0.38% | +5.66% | |
| 30 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.04% | — | +5.78% | |
| 31 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.03% | -0.07% | +2.58% | |
| 32 | THRM | Gentherm Inc | Stock-Other | 1.03% | — | +2.01% | |
| 33 | VSAT | Viasat Inc | Stock-Tech | 1.00% | +1.90% | +28.12% | |
| 34 | UAA | Under Armour Inc-class A | Stock-Consumer Disc | 0.97% | — | +6.06% | |
| 35 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.95% | +0.07% | +5.47% | |
| 36 | AIOT | Powerfleet Inc | Stock-Other | 0.84% | -0.05% | +5.11% | |
| 37 | STRA | Strategic Education Inc | Stock-Other | 0.81% | — | +2.24% | |
| 38 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.75% | -0.19% | +8.94% | |
| 39 | SFIX | Stitch Fix Inc-class A | Stock-Other | 0.73% | +0.05% | +48.10% | |
| 40 | GGG | Graco Inc | Stock-Industrials | 0.69% | -0.16% | +3.42% | |
| 41 | SPSC | Sps Commerce Inc | Stock-Tech | 0.62% | +1.14% | -0.02% | |
| 42 | TREX | Trex Company Inc | Stock-Industrials | 0.52% | -0.01% | +0.42% | |
| 43 | MLKN | Millerknoll Inc | Stock-Other | 0.40% | -0.15% | EXIT | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.39% | -0.02% | +9.98% | |
| 45 | DV | Doubleverify Holdings Inc | Stock-Other | 0.37% | +1.02% | — | |
| 46 | VZIOEUR | Vizio Holding Corp-a | Stock-Other | 0.33% | — | -54.20% | |
| 47 | GEOS | Geospace Technologies CORP | Stock-Other | 0.30% | -0.28% | EXIT | |
| 48 | ZIP | Ziprecruiter Inc-a | Stock-Other | 0.27% | +0.10% | +52.19% | |
| 49 | PGNY | Progyny Inc | Stock-Other | 0.26% | +0.38% | +56.45% | |
| 50 | INMD | InMode Ltd. | Stock-Other | 0.26% | +0.01% | +0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +8.2% | NEW | New buy |
| 2 | PLXS | Plexus CORP | +1.5% | +2.82% | Add |
| 3 | SMTC | Semtech CORP | +0.9% | +4.61% | Add |
| 4 | FND | Floor & Decor Holdings Inc-a | +0.7% | +5.32% | Add |
| 5 | IDCC | Interdigital Inc | +0.6% | +3.65% | Add |
| 6 | LGIH | Lgi Homes Inc | +0.6% | +3.68% | Add |
| 7 | GRMN | Garmin Ltd. | +0.5% | +3.60% | Add |
| 8 | AKAM | Akamai Technologies Inc | +0.5% | +6.29% | Add |
| 9 | ANETEUR | Arista Networks Inc | +0.5% | +1.65% | Add |
| 10 | KRNT | Kornit Digital Ltd. | +0.5% | +2.58% | Add |
| 11 | ALGN | Align Technology Inc | +0.4% | +6.43% | Add |
| 12 | DV | Doubleverify Holdings Inc | +0.4% | NEW | New buy |
| 13 | MYGN | Myriad Genetics Inc | +0.4% | +21.08% | Add |
| 14 | SWN1EUR | Southwestern Energy Co | +0.4% | +2.96% | Add |
| 15 | UAA | Under Armour Inc-class A | +0.3% | +6.06% | Add |
| 16 | SNA | Snap-on Inc | +0.3% | +4.40% | Add |
| 17 | CLB | Core Laboratories Inc | +0.3% | +26.74% | Add |
| 18 | GNRC | Generac Holdings Inc | +0.3% | +5.64% | Add |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +2.34% | Add |
| 20 | ADSK | Autodesk Inc | +0.2% | +2.69% | Add |
| 21 | ISRG | Intuitive Surgical Inc | +0.2% | +0.35% | Add |
| 22 | MLKN | Millerknoll Inc | +0.2% | +157.37% | Add |
| 23 | VSAT | Viasat Inc | +0.2% | +28.12% | Add |
| 24 | MSM | Msc Industrial Direct Co-a | +0.1% | +5.78% | Add |
| 25 | AIOT | Powerfleet Inc | +0.1% | +5.11% | Add |
| 26 | FOXF | Fox Factory Holding CORP | +0.1% | NEW | New buy |
| 27 | SSTI | Soundthinking Inc | +0.1% | NEW | New buy |
| 28 | ZIP | Ziprecruiter Inc-a | +0.1% | +52.19% | Add |
| 29 | VTY | Verint Systems Inc | +0.1% | NEW | New buy |
| 30 | GGG | Graco Inc | +0.1% | +3.42% | Add |
| 31 | PAYX | Paychex Inc | +0.1% | +9.98% | Add |
| 32 | LSTR | Landstar System Inc | +0.1% | +2.95% | Add |
| 33 | CEVA | Ceva Inc | +0.1% | -0.94% | Trim |
| 34 | TTWO | Take-two Interactive Softwre | 0% | +5.47% | Add |
| 35 | GEOS | Geospace Technologies CORP | 0% | -0.94% | Trim |
| 36 | UTE0 | Cantaloupe Inc | 0% | +0.44% | Add |
| 37 | DLB | Dolby Laboratories Inc-cl A | 0% | +4.53% | Add |
| 38 | SPSC | Sps Commerce Inc | 0% | -0.02% | Trim |
| 39 | MTLS | Materialise Nv-adr | 0% | +0.51% | Add |
| 40 | PRLB | Proto Labs Inc | 0% | +5.66% | Add |
| 41 | SFIX | Stitch Fix Inc-class A | 0% | +48.10% | Add |
| 42 | AVGO | Broadcom Inc | 0% | +1249.30% | Add |
| 43 | ZUMZ | Zumiez Inc | — | -0.99% | Trim |
| 44 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | EXIT | Sold out |
| 46 | CARAEUR | Cara Therapeutics Inc | — | -42.50% | Trim |
| 47 | AAPL | Apple Inc | — | — | Unchanged |
| 48 | VLO | Valero Energy CORP | — | — | Unchanged |
| 49 | MSFT | Microsoft CORP | — | — | Unchanged |
| 50 | MDXG | Mimedx Group Inc | 0% | +0.78% | Add |
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 69 disclosed positions in Q3 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 SMCI, PLXS, P) accounted for 25.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
SMCI
市值: $434.5M
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $829.5M
During Q3 2024, Disciplined Growth Investors Inc /mn's top holdings by market value included SMCI (8.2%)、PLXS (5.6%)、P (5.4%). The largest single position, SMCI, represented 8.2% of total portfolio value.
In Q3 2024, Disciplined Growth Investors Inc /mn made 69 total portfolio adjustments, initiating 6 new buys, adding to 50 positions, trimming 10 holdings, and fully liquidating 3 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.
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