DG

Disciplined Growth Investors INC /mn

Diversified strategySector-focusedMomentum follower

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%.

Personality snowflake

Concentration
13.8
Portfolio Stability
23.72
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
89.4

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GRMNGarmin Ltd.Stock-Tech6.32%+0.89%-4.86%
2PLXSPlexus CORPStock-Tech6.19%+1.71%-6.05%
3PEverpure Inc-aStock-Tech5.64%-0.64%-4.71%
4EXEExpand Energy CORPStock-Energy5.33%-0.06%-6.92%
5VSATViasat INCStock-Tech5.31%+1.40%-4.47%
6CTRACoterra Energy INCStock-Energy4.60%+1.19%-5.64%
7ANETArista Networks INCStock-Tech4.55%-0.34%-7.07%
8CGNXCognex CORPStock-Tech4.33%+1.12%-7.16%
9AKAMAkamai Technologies INCStock-Tech3.90%+0.94%-6.54%
10SMTCSemtech CORPStock-Tech3.47%-0.48%-21.22%
11IDCCInterdigital INCStock-Tech3.44%-0.27%-8.60%
12PRLBProto Labs INCStock-Other2.91%+0.32%-6.60%
13ALRMAlarm.com Holdings INCStock-Other2.89%-0.45%-4.35%
14ALGNAlign Technology INCStock-Healthcare2.72%+0.27%-5.49%
15SMCISuper Micro Computer INCStock-Tech2.32%-3.08%-48.25%
16GNRCGenerac Holdings INCStock-Industrials2.32%+0.68%-7.46%
17SNASnap-on INCStock-Industrials2.29%—-6.07%
18POWIPower Integrations INCStock-Tech2.05%+0.69%-2.12%
19GNTXGentex CORPStock-Consumer Disc2.02%-0.12%-5.90%
20ZETAZeta Global Holdings Corp-aStock-Tech2.00%-0.14%+11.87%
21CLBCore Laboratories INCStock-Other1.70%—-4.45%
22MCHPMicrochip Technology INCStock-Tech1.65%-0.53%-30.22%
23DLBDolby Laboratories Inc-cl AStock-Industrials1.56%-0.09%-5.56%
24ADSKAutodesk INCStock-Tech1.48%-0.34%-6.28%
25SFIXStitch Fix Inc-class AStock-Other1.27%-0.69%-3.80%
26IPGPIpg Photonics CORPStock-Tech1.24%+0.46%-6.70%
27TTWOTake-two Interactive SoftwreStock-Comm Services1.17%-0.33%-5.44%
28FNDFloor & Decor Holdings Inc-aStock-Consumer Disc1.14%-0.20%-4.79%
29ITGartner INCStock-Tech1.10%-0.62%-5.11%
30CELHCelsius Holdings INCStock-Consumer Staples1.04%-0.30%-5.74%
31ISRGIntuitive Surgical INCStock-Healthcare1.01%-0.19%-3.14%
32SNSharkNinja, Inc.Stock-Consumer Disc0.93%-0.05%-6.18%
33SPSCSps Commerce INCStock-Tech0.92%-0.52%-3.99%
34KRNTKornit Digital Ltd.Stock-Other0.90%—-1.18%
35SSDSimpson Manufacturing Co INCStock-Materials0.85%—-7.17%
36INTUIntuit INCStock-Tech0.77%-0.37%-2.97%
37DVDoubleverify Holdings INCStock-Other0.76%-0.06%+4.54%
38LGIHLgi Homes INCStock-Other0.58%—+1.46%
39MNDYmonday.com Ltd.Stock-Tech0.57%+0.36%+453.66%
40GGGGraco INCStock-Industrials0.57%—-8.65%
41TREXTrex Company INCStock-Industrials0.51%-0.17%-32.65%
42DTDynatrace INCStock-Tech0.50%+0.50%NEW
43AIOTPowerfleet INCStock-Other0.46%-0.35%-7.61%
44GTLBGitlab Inc-cl AStock-Tech0.40%+0.40%NEW
45GEOSGeospace Technologies CORPStock-Other0.27%-0.09%-2.66%
46PAYXPaychex INCStock-Tech0.27%-0.06%-6.75%
47YETIYeti Holdings INCStock-Consumer Disc0.22%+0.11%+121.44%
48WEAVWeave Communications INCStock-Other0.22%-0.12%-1.51%
49PGNYProgyny INCStock-Other0.20%-0.11%-7.69%
50CEVACeva INCStock-Other0.17%-0.08%-25.88%
1–50 of 61

Holding changes this quarter

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%.

Position changes disclosed by Disciplined Growth Investors INC /mn for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PLXSPlexus CORP+1.7%-6.05%Trim
2VSATViasat INC+1.4%-4.47%Trim
3CTRACoterra Energy INC+1.2%-5.64%Trim
4CGNXCognex CORP+1.1%-7.16%Trim
5AKAMAkamai Technologies INC+0.9%-6.54%Trim
6GRMNGarmin Ltd.+0.9%-4.86%Trim
7POWIPower Integrations INC+0.7%-2.12%Trim
8GNRCGenerac Holdings INC+0.7%-7.46%Trim
9IPGPIpg Photonics CORP+0.5%-6.70%Trim
10MNDYmonday.com Ltd.+0.4%+453.66%Add
11PRLBProto Labs INC+0.3%-6.60%Trim
12ALGNAlign Technology INC+0.3%-5.49%Trim
13YETIYeti Holdings INC+0.1%+121.44%Add
14LGIHLgi Homes INC—+1.46%Add
15EGANEgain CORP0%-2.45%Trim
16MLKNMillerknoll INC0%-3.38%Trim
17GLOBGlobant S.A.0%-2.58%Trim
18SNSharkNinja, Inc.-0.1%-6.18%Trim
19EXEExpand Energy CORP-0.1%-6.92%Trim
20DVDoubleverify Holdings INC-0.1%+4.54%Add
21PAYXPaychex INC-0.1%-6.75%Trim
22CEVACeva INC-0.1%-25.88%Trim
23DLBDolby Laboratories Inc-cl A-0.1%-5.56%Trim
24GEOSGeospace Technologies CORP-0.1%-2.66%Trim
25PGNYProgyny INC-0.1%-7.69%Trim
26GNTXGentex CORP-0.1%-5.90%Trim
27WEAVWeave Communications INC-0.1%-1.51%Trim
28ZETAZeta Global Holdings Corp-a-0.1%+11.87%Add
29MDXGMimedx Group INC-0.1%-56.90%Trim
30TREXTrex Company INC-0.2%-32.65%Trim
31ISRGIntuitive Surgical INC-0.2%-3.14%Trim
32FNDFloor & Decor Holdings Inc-a-0.2%-4.79%Trim
33IDCCInterdigital INC-0.3%-8.60%Trim
34CELHCelsius Holdings INC-0.3%-5.74%Trim
35ZIPZiprecruiter Inc-a-0.3%-33.82%Trim
36TTWOTake-two Interactive Softwre-0.3%-5.44%Trim
37ANETArista Networks INC-0.3%-7.07%Trim
38ADSKAutodesk INC-0.3%-6.28%Trim
39AIOTPowerfleet INC-0.4%-7.61%Trim
40INTUIntuit INC-0.4%-2.97%Trim
41ALRMAlarm.com Holdings INC-0.5%-4.35%Trim
42SMTCSemtech CORP-0.5%-21.22%Trim
43SPSCSps Commerce INC-0.5%-3.99%Trim
44MCHPMicrochip Technology INC-0.5%-30.22%Trim
45ITGartner INC-0.6%-5.11%Trim
46PEverpure Inc-a-0.6%-4.71%Trim
47SFIXStitch Fix Inc-class A-0.7%-3.80%Trim
48SMCISuper Micro Computer INC-3.1%-48.25%Trim
49DTDynatrace INC—NEWNew buy
50GTLBGitlab Inc-cl A—NEWNew buy

FAQ

What is Disciplined Growth Investors INC /mn and what type of investor is it?
Disciplined Growth Investors INC /mn is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.9B, spread across 61 disclosed positions.
What are Disciplined Growth Investors INC /mn's largest equity positions?
Based on the latest 13F filing, Disciplined Growth Investors INC /mn's top holdings by market value are: 1. Garmin Ltd. (GRMN) — $308.9M (6.3%) 2. Plexus CORP (PLXS) — $302.7M (6.2%) 3. Everpure Inc-a (P) — $275.5M (5.6%) 4. Expand Energy CORP (EXE) — $260.5M (5.3%) 5. Viasat INC (VSAT) — $259.3M (5.3%)
What changes did Disciplined Growth Investors INC /mn make in its most recent portfolio filing?
In the latest reported quarter, Disciplined Growth Investors INC /mn made 50 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 43 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Disciplined Growth Investors INC /mn focus on?
Disciplined Growth Investors INC /mn is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 67.4% • Energy: 11.4% • Industrials: 8.3% • Consumer Discretionary: 5.0% • Health Care: 4.3% • Communication Services: 1.4%