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CIK: 0001050442
Total reported value
$5.9B
$5.9B
65 檔
24.4%
During the Q4 2024 filing period, Disciplined Growth Investors Inc /mn (CIK: 0001050442) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.9B across 65 reported positions.
In Q4 2024, Disciplined Growth Investors Inc /mn adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | P | Everpure Inc-a | Stock-Tech | 6.58% | +0.56% | -0.96% | |
| 2 | GRMN | Garmin Ltd. | Stock-Tech | 5.57% | -0.98% | +1.36% | |
| 3 | EXE | Expand Energy CORP | Stock-Energy | 5.18% | -1.71% | — | |
| 4 | ANET | Arista Networks Inc | Stock-Tech | 5.06% | +0.59% | — | |
| 5 | PLXS | Plexus CORP | Stock-Tech | 4.99% | +1.15% | -22.66% | |
| 6 | SMCI | Super Micro Computer Inc | Stock-Tech | 4.28% | -1.00% | +608.29% | |
| 7 | IDCC | Interdigital Inc | Stock-Tech | 4.11% | -0.99% | -1.57% | |
| 8 | ALRM | Alarm.com Holdings Inc | Stock-Other | 3.40% | -0.05% | +2.32% | |
| 9 | SMTC | Semtech CORP | Stock-Tech | 3.17% | -0.85% | +3.18% | |
| 10 | ALGN | Align Technology Inc | Stock-Healthcare | 3.12% | -0.48% | +4.59% | |
| 11 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.93% | -0.63% | +7.35% | |
| 12 | CTRA | Coterra Energy Inc | Stock-Energy | 2.73% | -4.60% | EXIT | |
| 13 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.61% | -0.07% | +6.43% | |
| 14 | CGNX | Cognex CORP | Stock-Tech | 2.60% | +0.75% | +1.46% | |
| 15 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 2.56% | — | -1.38% | |
| 16 | SNA | Snap-on Inc | Stock-Industrials | 2.56% | -0.21% | +3.93% | |
| 17 | POWI | Power Integrations Inc | Stock-Tech | 2.46% | +0.63% | -0.56% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.42% | -0.30% | -1.84% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 2.32% | -0.39% | -1.81% | |
| 20 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 2.27% | -0.45% | +4.27% | |
| 21 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.27% | -0.03% | +1.07% | |
| 22 | MCHP | Microchip Technology Inc | Stock-Tech | 2.04% | -0.91% | +2.73% | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 2.00% | -0.46% | -0.50% | |
| 24 | CLB | Core Laboratories Inc | Stock-Other | 1.81% | -1.10% | -2.65% | |
| 25 | PRLB | Proto Labs Inc | Stock-Other | 1.62% | +0.38% | +5.69% | |
| 26 | LGIH | Lgi Homes Inc | Stock-Other | 1.58% | +0.30% | -0.98% | |
| 27 | SFIX | Stitch Fix Inc-class A | Stock-Other | 1.35% | +0.05% | +20.20% | |
| 28 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.21% | +0.45% | +6.51% | |
| 29 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.19% | -0.07% | -4.73% | |
| 30 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.15% | +0.07% | +0.46% | |
| 31 | LSTR | Landstar System Inc | Stock-Industrials | 1.07% | — | +0.16% | |
| 32 | AIOT | Powerfleet Inc | Stock-Other | 1.06% | -0.05% | -5.90% | |
| 33 | UAA | Under Armour Inc-class A | Stock-Consumer Disc | 0.94% | — | +4.05% | |
| 34 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.91% | — | +0.06% | |
| 35 | THRM | Gentherm Inc | Stock-Other | 0.90% | — | +1.51% | |
| 36 | STRA | Strategic Education Inc | Stock-Other | 0.77% | — | -5.53% | |
| 37 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.77% | -0.19% | +3.98% | |
| 38 | GGG | Graco Inc | Stock-Industrials | 0.67% | -0.16% | -0.53% | |
| 39 | MYGN | Myriad Genetics Inc | Stock-Other | 0.67% | — | +1.15% | |
| 40 | VSAT | Viasat Inc | Stock-Tech | 0.64% | +1.90% | -10.88% | |
| 41 | SPSC | Sps Commerce Inc | Stock-Tech | 0.54% | +1.14% | -8.21% | |
| 42 | TREX | Trex Company Inc | Stock-Industrials | 0.50% | -0.01% | -8.24% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.45% | -0.02% | +7.92% | |
| 44 | DV | Doubleverify Holdings Inc | Stock-Other | 0.43% | +1.02% | +3.05% | |
| 45 | UTE0 | Cantaloupe Inc | Stock-Other | 0.28% | — | -2.36% | |
| 46 | GEOS | Geospace Technologies CORP | Stock-Other | 0.27% | -0.28% | EXIT | |
| 47 | CEVA | Ceva Inc | Stock-Other | 0.27% | +0.36% | -5.95% | |
| 48 | PGNY | Progyny Inc | Stock-Other | 0.22% | +0.38% | -20.17% | |
| 49 | MTLS | Materialise Nv-adr | Stock-Other | 0.21% | +0.14% | -2.61% | |
| 50 | PRO | Pros Holdings Inc | Stock-Other | 0.21% | — | -5.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +5.2% | NEW | New buy |
| 2 | ANET | Arista Networks Inc | +5.1% | NEW | New buy |
| 3 | P | Everpure Inc-a | +1.2% | -0.96% | Trim |
| 4 | IDCC | Interdigital Inc | +1.1% | -1.57% | Trim |
| 5 | SMTC | Semtech CORP | +0.9% | +3.18% | Add |
| 6 | GRMN | Garmin Ltd. | +0.9% | +1.36% | Add |
| 7 | SFIX | Stitch Fix Inc-class A | +0.6% | +20.20% | Add |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | -1.38% | Trim |
| 9 | PRLB | Proto Labs Inc | +0.5% | +5.69% | Add |
| 10 | SNA | Snap-on Inc | +0.5% | +3.93% | Add |
| 11 | ALRM | Alarm.com Holdings Inc | +0.4% | +2.32% | Add |
| 12 | CTRA | Coterra Energy Inc | +0.3% | +4.94% | Add |
| 13 | AIOT | Powerfleet Inc | +0.2% | -5.90% | Trim |
| 14 | TTWO | Take-two Interactive Softwre | +0.2% | +0.46% | Add |
| 15 | KRNT | Kornit Digital Ltd. | +0.2% | -4.73% | Trim |
| 16 | DLB | Dolby Laboratories Inc-cl A | +0.2% | +4.27% | Add |
| 17 | ADSK | Autodesk Inc | +0.1% | -0.50% | Trim |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -1.84% | Trim |
| 19 | GNTX | Gentex CORP | +0.1% | +6.43% | Add |
| 20 | AKAM | Akamai Technologies Inc | +0.1% | +7.35% | Add |
| 21 | DV | Doubleverify Holdings Inc | +0.1% | +3.05% | Add |
| 22 | PAYX | Paychex Inc | +0.1% | +7.92% | Add |
| 23 | UTE0 | Cantaloupe Inc | +0.1% | -2.36% | Trim |
| 24 | CEVA | Ceva Inc | +0.1% | -5.95% | Trim |
| 25 | GNRC | Generac Holdings Inc | +0.1% | +6.51% | Add |
| 26 | MTLS | Materialise Nv-adr | 0% | -2.61% | Trim |
| 27 | PRO | Pros Holdings Inc | 0% | -5.04% | Trim |
| 28 | MDXG | Mimedx Group Inc | 0% | -2.09% | Trim |
| 29 | IPGP | Ipg Photonics CORP | 0% | +3.98% | Add |
| 30 | EGAN | Egain CORP | 0% | -9.62% | Trim |
| 31 | SSTI | Soundthinking Inc | 0% | -2.66% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 33 | INTU | Intuit Inc | — | -1.81% | Trim |
| 34 | VTY | Verint Systems Inc | — | -3.48% | Trim |
| 35 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 36 | AVGO | Broadcom Inc | — | -37.06% | Trim |
| 37 | AAPL | Apple Inc | — | — | Unchanged |
| 38 | MSFT | Microsoft CORP | — | — | Unchanged |
| 39 | CARAEUR | Cara Therapeutics Inc | 0% | EXIT | Sold out |
| 40 | CHRS | Coherus Oncology Inc | 0% | -26.04% | Trim |
| 41 | GGG | Graco Inc | 0% | -0.53% | Trim |
| 42 | SRI | Stoneridge Inc | 0% | -8.35% | Trim |
| 43 | TREX | Trex Company Inc | 0% | -8.24% | Trim |
| 44 | GEOS | Geospace Technologies CORP | 0% | -8.39% | Trim |
| 45 | UAA | Under Armour Inc-class A | 0% | +4.05% | Add |
| 46 | SU6 | Surmodics Inc | 0% | -17.08% | Trim |
| 47 | FOXF | Fox Factory Holding CORP | 0% | -2.14% | Trim |
| 48 | PGNY | Progyny Inc | 0% | -20.17% | Trim |
| 49 | STRA | Strategic Education Inc | 0% | -5.53% | Trim |
| 50 | ZUMZ | Zumiez Inc | -0.1% | EXIT | Sold out |
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 65 disclosed positions in Q4 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 P, GRMN, EXE) accounted for 24.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
EXE
市值: $272.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $235.4M
During Q4 2024, Disciplined Growth Investors Inc /mn's top holdings by market value included P (6.6%)、GRMN (5.6%)、EXE (5.2%). The largest single position, P, represented 6.6% of total portfolio value.
In Q4 2024, Disciplined Growth Investors Inc /mn made 68 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 35 holdings, and fully liquidating 6 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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