DISCIPLINED GROWTH INVESTORS INC /MN
13F Reported Value
ⓘ$4.9B
Holdings
61
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
DISCIPLINED GROWTH INVESTORS INC /MN disclosed 61 positions worth $4.9B in its Form 13F-HR for Q1 2026, led by $GRMN (GARMIN LTD) at 6.3% of the equity portfolio, followed by $PLXS. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $DT and a full exit from $MSFT. The portfolio is most concentrated in Technology (53.3% of disclosed assets). All figures are sourced directly from DISCIPLINED GROWTH INVESTORS INC /MN’s Form 13F-HR filing with the SEC under CIK 1050442.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$308.9M1,331,441 sh - 41.8#1,878
Quality
$302.7M1,494,619 sh EVERPURE INC CL A
—Quality
$275.5M4,666,777 sh- 83.9
Quality
$260.5M2,373,302 sh - 53.3
Quality
$259.3M5,660,688 sh - 80.6
Quality
$224.7M6,395,098 sh - 86.0
Quality
$222.4M1,810,993 sh - 63.6
Quality
$211.7M4,322,075 sh - 62.0
Quality
$190.5M1,658,792 sh - 54.5
Quality
$169.7M2,206,748 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GARMIN LTD$GRMN | — | $308.9M | 1,331,441 |
 PLEXUS CORP$PLXS | 41.8#1,878 | $302.7M | 1,494,619 |
| EVERPURE INC CL A | — | $275.5M | 4,666,777 |
 EXPAND ENERGY Corp$EXE | 83.9 | $260.5M | 2,373,302 |
 VIASAT INC$VSAT | 53.3 | $259.3M | 5,660,688 |
 Coterra Energy Inc.$CTRA | 80.6 | $224.7M | 6,395,098 |
 Arista Networks, Inc.$ANET | 86.0 | $222.4M | 1,810,993 |
 COGNEX CORP$CGNX | 63.6 | $211.7M | 4,322,075 |
 AKAMAI TECHNOLOGIES INC$AKAM | 62.0 | $190.5M | 1,658,792 |
 SEMTECH CORP$SMTC | 54.5 | $169.7M | 2,206,748 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DISCIPLINED GROWTH INVESTORS INC /MN's 61 positions.
Showing top 10 of 61 holdings.
Sector Allocation
Technology
$2.6B
Industrials
$710.8M
Energy
$568.2M
Other
$275.5M
Communication Services
$259.3M
Healthcare
$204.7M
Consumer Discretionary
$135.4M
Financials
$76.1M
Full Holdings — DISCIPLINED GROWTH INVESTORS INC /MN (Q1 2026)
All 61 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GRMN | GARMIN LTD | $308.9M | 6.3% | -5% | — |
| 2 | $PLXS | PLEXUS CORP | $302.7M | 6.2% | -6% | 41.8 |
| 3 | — | EVERPURE INC CL A | $275.5M | 5.6% | -5% | — |
| 4 | $EXE | EXPAND ENERGY Corp | $260.5M | 5.3% | -7% | 83.9 |
| 5 | $VSAT | VIASAT INC | $259.3M | 5.3% | -4% | 53.3 |
| 6 | $CTRA | Coterra Energy Inc. | $224.7M | 4.6% | -6% | 80.6 |
| 7 | $ANET | Arista Networks, Inc. | $222.4M | 4.5% | -7% | 86 |
| 8 | $CGNX | COGNEX CORP | $211.7M | 4.3% | -7% | 63.6 |
| 9 | $AKAM | AKAMAI TECHNOLOGIES INC | $190.5M | 3.9% | -7% | 62 |
| 10 | $SMTC | SEMTECH CORP | $169.7M | 3.5% | -21% | 54.5 |
| 11 |  $IDCC | InterDigital, Inc. | $168.1M | 3.4% | -9% | 76.2 |
| 12 |  $PRLB | Proto Labs Inc | $142.4M | 2.9% | -7% | 51.2 |
| 13 |  $ALRM | Alarm.com Holdings, Inc. | $141.2M | 2.9% | -4% | 62.9 |
| 14 |  $ALGN | ALIGN TECHNOLOGY INC | $133.0M | 2.7% | -5% | 58.2 |
| 15 |  $SMCI | Super Micro Computer, Inc. | $113.6M | 2.3% | -48% | 61.9 |
| 16 |  $GNRC | GENERAC HOLDINGS INC. | $113.5M | 2.3% | -7% | 58.2 |
| 17 |  $SNA | Snap-on Inc | $111.8M | 2.3% | -6% | 69.3 |
| 18 |  $POWI | POWER INTEGRATIONS INC | $100.3M | 2.0% | -2% | 42.2 |
| 19 |  $GNTX | GENTEX CORP | $98.8M | 2.0% | -6% | 65.5 |
| 20 |  $ZETA | Zeta Global Holdings Corp. | $98.0M | 2.0% | +12% | 53.6 |
| 21 |  $CLB | Core Laboratories Inc. /DE/ | $82.9M | 1.7% | -4% | 44 |
| 22 |  $MCHP | MICROCHIP TECHNOLOGY INC | $80.5M | 1.6% | -30% | 40 |
| 23 |  $DLB | Dolby Laboratories, Inc. | $76.1M | 1.6% | -6% | 65.7 |
| 24 |  $ADSK | Autodesk, Inc. | $72.2M | 1.5% | -6% | 76.4 |
| 25 |  $SFIX | Stitch Fix, Inc. | $62.0M | 1.3% | -4% | 41.3 |
| 26 |  $IPGP | IPG PHOTONICS CORP | $60.6M | 1.2% | -7% | 34.9 |
| 27 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $57.3M | 1.2% | -5% | 47.2 |
| 28 |  $FND | Floor & Decor Holdings, Inc. | $55.5M | 1.1% | -5% | 53.4 |
| 29 |  $IT | GARTNER INC | $53.7M | 1.1% | -5% | 65.2 |
| 30 |  $CELH | Celsius Holdings, Inc. | $51.0M | 1.0% | -6% | 63 |
| 31 |  $ISRG | INTUITIVE SURGICAL INC | $49.3M | 1.0% | -3% | 81.4 |
| 32 |  $SN | SharkNinja, Inc. | $45.3M | 0.9% | -6% | — |
| 33 |  $SPSC | SPS COMMERCE INC | $45.1M | 0.9% | -4% | 68.5 |
| 34 |  $KRNT | Kornit Digital Ltd. | $44.0M | 0.9% | -1% | — |
| 35 |  $SSD | Simpson Manufacturing Co., Inc. | $41.5M | 0.8% | -7% | 62.6 |
| 36 |  $INTU | INTUIT INC. | $37.7M | 0.8% | -3% | 82 |
| 37 |  $DV | DoubleVerify Holdings, Inc. | $37.1M | 0.8% | +5% | 53.4 |
| 38 |  $LGIH | LGI Homes, Inc. | $28.5M | 0.6% | +1% | 34.9 |
| 39 |  $MNDY | monday.com Ltd. | $27.9M | 0.6% | +454% | — |
| 40 |  $GGG | GRACO INC | $27.7M | 0.6% | -9% | 67.2 |
| 41 |  $TREX | TREX CO INC | $24.7M | 0.5% | -33% | 60.1 |
| 42 |  $DT | Dynatrace, Inc. | $24.4M | 0.5% | NEW | 77.6 |
| 43 |  $AIOT | Powerfleet, Inc. | $22.5M | 0.5% | -8% | 44.8 |
| 44 |  $GTLB | Gitlab Inc. | $19.7M | 0.4% | NEW | 54.1 |
| 45 |  $GEOS | GEOSPACE TECHNOLOGIES CORP | $13.4M | 0.3% | -3% | 14.3 |
| 46 |  $PAYX | PAYCHEX INC | $13.2M | 0.3% | -7% | 75.1 |
| 47 |  $YETI | YETI Holdings, Inc. | $10.8M | 0.2% | +121% | 54.8 |
| 48 |  $WEAV | Weave Communications, Inc. | $10.5M | 0.2% | -2% | 38.3 |
| 49 |  $PGNY | Progyny, Inc. | $9.8M | 0.2% | -8% | 59 |
| 50 |  $CEVA | CEVA INC | $8.4M | 0.2% | -26% | 26.2 |
| 51 |  $ZIP | ZIPRECRUITER, INC. | $7.8M | 0.2% | -34% | 22.2 |
| 52 |  $MLKN | MILLERKNOLL, INC. | $7.2M | 0.1% | -3% | 46 |
| 53 |  $EGAN | EGAIN Corp | $7.2M | 0.1% | -2% | 50.3 |
| 54 |  $AXGN | Axogen, Inc. | $6.5M | 0.1% | -3% | 38 |
| 55 |  $MTLS | MATERIALISE NV | $5.6M | 0.1% | -3% | — |
| 56 |  $GLOB | Globant S.A. | $3.8M | 0.1% | -3% | — |
| 57 |  $INMD | InMode Ltd. | $3.6M | 0.1% | -6% | — |
| 58 |  $MDXG | MIMEDX GROUP, INC. | $2.5M | 0.1% | -57% | 55.6 |
| 59 |  $SSTI | SOUNDTHINKING, INC. | $1.3M | 0.0% | +0% | 28.6 |
| 60 |  $SRI | STONERIDGE INC | $951,930 | 0.0% | -3% | 27.9 |
| 61 |  $AAPL | Apple Inc. | $251,760 | 0.0% | -35% | 76.1 |
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