CIK: 0001050442
Total reported value
$4.9B
Reporting period: 2026-03-31 · Number of holdings: 61
DISCIPLINED GROWTH INVESTORS INC /MN disclosed 61 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.9B and a quarterly turnover rate of 23.7%.
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Disciplined Growth Investors INC /mn's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 29 equally-sized positions, well below its 61 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.06), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim SMCI
-48.3% -$168.5M
Add PLXS
-6.0% $68.9M
Add VSAT
-4.5% $55.1M
Add CTRA
-5.6% $46.3M
Add CGNX
-7.2% $44.2M
Add AKAM
-6.5% $35.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRMN | Garmin Ltd. | Stock-Tech | 6.32% | +0.89% | -4.86% | |
| 2 | PLXS | Plexus CORP | Stock-Tech | 6.19% | +1.71% | -6.05% | |
| 3 | P | Everpure Inc-a | Stock-Tech | 5.64% | -0.64% | -4.71% | |
| 4 | EXE | Expand Energy CORP | Stock-Energy | 5.33% | -0.06% | -6.92% | |
| 5 | VSAT | Viasat INC | Stock-Tech | 5.31% | +1.40% | -4.47% | |
| 6 | CTRA | Coterra Energy INC | Stock-Energy | 4.60% | +1.19% | -5.64% | |
| 7 | ANET | Arista Networks INC | Stock-Tech | 4.55% | -0.34% | -7.07% | |
| 8 | CGNX | Cognex CORP | Stock-Tech | 4.33% | +1.12% | -7.16% | |
| 9 | AKAM | Akamai Technologies INC | Stock-Tech | 3.90% | +0.94% | -6.54% | |
| 10 | SMTC | Semtech CORP | Stock-Tech | 3.47% | -0.48% | -21.22% | |
| 11 | IDCC | Interdigital INC | Stock-Tech | 3.44% | -0.27% | -8.60% | |
| 12 | PRLB | Proto Labs INC | Stock-Other | 2.91% | +0.32% | -6.60% | |
| 13 | ALRM | Alarm.com Holdings INC | Stock-Other | 2.89% | -0.45% | -4.35% | |
| 14 | ALGN | Align Technology INC | Stock-Healthcare | 2.72% | +0.27% | -5.49% | |
| 15 | SMCI | Super Micro Computer INC | Stock-Tech | 2.32% | -3.08% | -48.25% | |
| 16 | GNRC | Generac Holdings INC | Stock-Industrials | 2.32% | +0.68% | -7.46% | |
| 17 | SNA | Snap-on INC | Stock-Industrials | 2.29% | — | -6.07% | |
| 18 | POWI | Power Integrations INC | Stock-Tech | 2.05% | +0.69% | -2.12% | |
| 19 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.02% | -0.12% | -5.90% | |
| 20 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 2.00% | -0.14% | +11.87% | |
| 21 | CLB | Core Laboratories INC | Stock-Other | 1.70% | — | -4.45% | |
| 22 | MCHP | Microchip Technology INC | Stock-Tech | 1.65% | -0.53% | -30.22% | |
| 23 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 1.56% | -0.09% | -5.56% | |
| 24 | ADSK | Autodesk INC | Stock-Tech | 1.48% | -0.34% | -6.28% | |
| 25 | SFIX | Stitch Fix Inc-class A | Stock-Other | 1.27% | -0.69% | -3.80% | |
| 26 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.24% | +0.46% | -6.70% | |
| 27 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.17% | -0.33% | -5.44% | |
| 28 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 1.14% | -0.20% | -4.79% | |
| 29 | IT | Gartner INC | Stock-Tech | 1.10% | -0.62% | -5.11% | |
| 30 | CELH | Celsius Holdings INC | Stock-Consumer Staples | 1.04% | -0.30% | -5.74% | |
| 31 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.01% | -0.19% | -3.14% | |
| 32 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.93% | -0.05% | -6.18% | |
| 33 | SPSC | Sps Commerce INC | Stock-Tech | 0.92% | -0.52% | -3.99% | |
| 34 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.90% | — | -1.18% | |
| 35 | SSD | Simpson Manufacturing Co INC | Stock-Materials | 0.85% | — | -7.17% | |
| 36 | INTU | Intuit INC | Stock-Tech | 0.77% | -0.37% | -2.97% | |
| 37 | DV | Doubleverify Holdings INC | Stock-Other | 0.76% | -0.06% | +4.54% | |
| 38 | LGIH | Lgi Homes INC | Stock-Other | 0.58% | — | +1.46% | |
| 39 | MNDY | monday.com Ltd. | Stock-Tech | 0.57% | +0.36% | +453.66% | |
| 40 | GGG | Graco INC | Stock-Industrials | 0.57% | — | -8.65% | |
| 41 | TREX | Trex Company INC | Stock-Industrials | 0.51% | -0.17% | -32.65% | |
| 42 | DT | Dynatrace INC | Stock-Tech | 0.50% | +0.50% | NEW | |
| 43 | AIOT | Powerfleet INC | Stock-Other | 0.46% | -0.35% | -7.61% | |
| 44 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.40% | +0.40% | NEW | |
| 45 | GEOS | Geospace Technologies CORP | Stock-Other | 0.27% | -0.09% | -2.66% | |
| 46 | PAYX | Paychex INC | Stock-Tech | 0.27% | -0.06% | -6.75% | |
| 47 | YETI | Yeti Holdings INC | Stock-Consumer Disc | 0.22% | +0.11% | +121.44% | |
| 48 | WEAV | Weave Communications INC | Stock-Other | 0.22% | -0.12% | -1.51% | |
| 49 | PGNY | Progyny INC | Stock-Other | 0.20% | -0.11% | -7.69% | |
| 50 | CEVA | Ceva INC | Stock-Other | 0.17% | -0.08% | -25.88% |
Performance for Q3 2026
+4.5%
Performance Last 4 Quarters
+13.8%
Based on 69% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 61 | $4.9B | 24 | |
| 2025-12-31 | 61 | $5.2B | 19 | |
| 2025-09-30 | 64 | $5.5B | 38 | |
| 2025-06-30 | 64 | $5.2B | 0 | |
| 2025-03-31 | 64 | $4.8B | 100 | |
| 2024-12-31 | 65 | $5.3B | 0 | |
| 2024-09-30 | 69 | $5.3B | 0 | |
| 2024-06-30 | 66 | $5.3B | 0 | |
| 2024-03-31 | 68 | $5.5B | 0 | |
| 2023-12-31 | 63 | $4.6B | 0 | |
| 2023-09-30 | 65 | $4.2B | 0 | |
| 2023-06-30 | 64 | $4.4B | 0 | |
| 2023-03-31 | 67 | $3.9B | 0 | |
| 2022-12-31 | 69 | $3.9B | 0 | |
| 2022-09-30 | 72 | $3.6B | 0 | |
| 2022-06-30 | 75 | $3.7B | 0 | |
| 2022-03-31 | 96 | $4.6B | 0 | |
| 2021-12-31 | 101 | $5.0B | 0 | |
| 2021-09-30 | 79 | $5.0B | 0 | |
| 2021-06-30 | 83 | $5.2B | 14 | |
| 2021-03-31 | 80 | $4.9B | 24 | |
| 2020-12-31 | 83 | $5.2B | 32 | |
| 2020-09-30 | 78 | $4.3B | 13 | |
| 2020-06-30 | 80 | $4.1B | 20 | |
| 2020-03-31 | 84 | $4.4B | 39 | |
| 2019-12-31 | 86 | $6.1B | 19 | |
| 2019-09-30 | 87 | $5.4B | 24 | |
| 2019-06-30 | 88 | $5.4B | 11 | |
| 2019-03-31 | 88 | $5.7B | 22 | |
| 2018-12-31 | 90 | $4.9B | 26 | |
| 2018-09-30 | 89 | $6.0B | 16 | |
| 2018-06-30 | 85 | $5.4B | 13 | |
| 2018-03-31 | 85 | $5.1B | 11 | |
| 2017-12-31 | 88 | $5.1B | 13 | |
| 2017-09-30 | 88 | $4.8B | 18 | |
| 2017-06-30 | 86 | $4.8B | 25 | |
| 2017-03-31 | 90 | $4.5B | 12 | |
| 2016-12-31 | 88 | $4.4B | 14 | |
| 2016-09-30 | 86 | $4.2B | 17 | |
| 2016-06-30 | 88 | $4.0B | 11 | |
| 2016-03-31 | 88 | $3.9B | 13 | |
| 2015-12-31 | 89 | $4.0B | 11 | |
| 2015-09-30 | 90 | $3.9B | 15 | |
| 2015-06-30 | 91 | $4.1B | 16 | |
| 2015-03-31 | 92 | $4.2B | 16 | |
| 2014-12-31 | 92 | $4.2B | 16 | |
| 2014-09-30 | 94 | $3.9B | 11 | |
| 2014-06-30 | 105 | $3.8B | 39 | |
| 2014-03-31 | 88 | $2.7B | 35 | |
| 2013-12-31 | 87 | $3.8B | 16 | |
| 2013-09-30 | 87 | $3.4B | 12 | |
| 2013-06-30 | 88 | $3.1B | 0 |
Disciplined Growth Investors INC /mn's most significant position changes for 2026-03-31: New buy: Dynatrace INC (DT); New buy: Gitlab Inc-cl A (GTLB); Trim: Super Micro Computer INC (SMCI) — shares -48.25%; Trim: Plexus CORP (PLXS) — shares -6.05%; Trim: Viasat INC (VSAT) — shares -4.47%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLXS | Plexus CORP | +1.7% | -6.05% | Trim |
| 2 | VSAT | Viasat INC | +1.4% | -4.47% | Trim |
| 3 | CTRA | Coterra Energy INC | +1.2% | -5.64% | Trim |
| 4 | CGNX | Cognex CORP | +1.1% | -7.16% | Trim |
| 5 | AKAM | Akamai Technologies INC | +0.9% | -6.54% | Trim |
| 6 | GRMN | Garmin Ltd. | +0.9% | -4.86% | Trim |
| 7 | POWI | Power Integrations INC | +0.7% | -2.12% | Trim |
| 8 | GNRC | Generac Holdings INC | +0.7% | -7.46% | Trim |
| 9 | IPGP | Ipg Photonics CORP | +0.5% | -6.70% | Trim |
| 10 | MNDY | monday.com Ltd. | +0.4% | +453.66% | Add |
| 11 | PRLB | Proto Labs INC | +0.3% | -6.60% | Trim |
| 12 | ALGN | Align Technology INC | +0.3% | -5.49% | Trim |
| 13 | YETI | Yeti Holdings INC | +0.1% | +121.44% | Add |
| 14 | LGIH | Lgi Homes INC | — | +1.46% | Add |
| 15 | EGAN | Egain CORP | 0% | -2.45% | Trim |
| 16 | MLKN | Millerknoll INC | 0% | -3.38% | Trim |
| 17 | GLOB | Globant S.A. | 0% | -2.58% | Trim |
| 18 | SN | SharkNinja, Inc. | -0.1% | -6.18% | Trim |
| 19 | EXE | Expand Energy CORP | -0.1% | -6.92% | Trim |
| 20 | DV | Doubleverify Holdings INC | -0.1% | +4.54% | Add |
| 21 | PAYX | Paychex INC | -0.1% | -6.75% | Trim |
| 22 | CEVA | Ceva INC | -0.1% | -25.88% | Trim |
| 23 | DLB | Dolby Laboratories Inc-cl A | -0.1% | -5.56% | Trim |
| 24 | GEOS | Geospace Technologies CORP | -0.1% | -2.66% | Trim |
| 25 | PGNY | Progyny INC | -0.1% | -7.69% | Trim |
| 26 | GNTX | Gentex CORP | -0.1% | -5.90% | Trim |
| 27 | WEAV | Weave Communications INC | -0.1% | -1.51% | Trim |
| 28 | ZETA | Zeta Global Holdings Corp-a | -0.1% | +11.87% | Add |
| 29 | MDXG | Mimedx Group INC | -0.1% | -56.90% | Trim |
| 30 | TREX | Trex Company INC | -0.2% | -32.65% | Trim |
| 31 | ISRG | Intuitive Surgical INC | -0.2% | -3.14% | Trim |
| 32 | FND | Floor & Decor Holdings Inc-a | -0.2% | -4.79% | Trim |
| 33 | IDCC | Interdigital INC | -0.3% | -8.60% | Trim |
| 34 | CELH | Celsius Holdings INC | -0.3% | -5.74% | Trim |
| 35 | ZIP | Ziprecruiter Inc-a | -0.3% | -33.82% | Trim |
| 36 | TTWO | Take-two Interactive Softwre | -0.3% | -5.44% | Trim |
| 37 | ANET | Arista Networks INC | -0.3% | -7.07% | Trim |
| 38 | ADSK | Autodesk INC | -0.3% | -6.28% | Trim |
| 39 | AIOT | Powerfleet INC | -0.4% | -7.61% | Trim |
| 40 | INTU | Intuit INC | -0.4% | -2.97% | Trim |
| 41 | ALRM | Alarm.com Holdings INC | -0.5% | -4.35% | Trim |
| 42 | SMTC | Semtech CORP | -0.5% | -21.22% | Trim |
| 43 | SPSC | Sps Commerce INC | -0.5% | -3.99% | Trim |
| 44 | MCHP | Microchip Technology INC | -0.5% | -30.22% | Trim |
| 45 | IT | Gartner INC | -0.6% | -5.11% | Trim |
| 46 | P | Everpure Inc-a | -0.6% | -4.71% | Trim |
| 47 | SFIX | Stitch Fix Inc-class A | -0.7% | -3.80% | Trim |
| 48 | SMCI | Super Micro Computer INC | -3.1% | -48.25% | Trim |
| 49 | DT | Dynatrace INC | — | NEW | New buy |
| 50 | GTLB | Gitlab Inc-cl A | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-15 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-16 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-15 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-17 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-16 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-05 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-17 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-21 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | Amendment | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
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