DISCIPLINED GROWTH INVESTORS INC /MN
13F Reported Value
ⓘ$5.9B
Holdings
58
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DISCIPLINED GROWTH INVESTORS INC /MN disclosed 58 positions worth $5.9B in its Form 13F-HR for Q2 2026, led by $PLXS (PLEXUS CORP) at 7.3% of the equity portfolio, followed by $VSAT. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $DVN and a full exit from $CTRA. The portfolio is most concentrated in Technology (57.1% 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
Stable
$PLXS
$VSAT
$GRMN
$ANET
$DV
$ZETA
$MNDY
$LGIH
$YETISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 62.5#708
Quality
$433.2M1,440,935 sh - 58.8#976
Quality
$425.9M4,741,812 sh EVERPURE INC CL A - CS
—Quality
$366.1M4,646,725 sh- —
Quality
$315.2M1,326,832 sh - 81.9
Quality
$303.8M1,788,304 sh - 66.9
Quality
$299.8M4,139,715 sh - 80.8
Quality
$214.0M2,346,927 sh - 53.5
Quality
$194.0M2,380,514 sh - 59.5
Quality
$193.3M1,635,207 sh - 74.8
Quality
$174.3M4,219,415 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PLEXUS CORP$PLXS | 62.5#708 | $433.2M | 1,440,935 |
| VIASAT INC$VSAT | 58.8#976 | $425.9M | 4,741,812 |
| EVERPURE INC CL A - CS | — | $366.1M | 4,646,725 |
| GARMIN LTD$GRMN | — | $315.2M | 1,326,832 |
| Arista Networks, Inc.$ANET | 81.9 | $303.8M | 1,788,304 |
 COGNEX CORP$CGNX | 66.9 | $299.8M | 4,139,715 |
 EXPAND ENERGY Corp$EXE | 80.8 | $214.0M | 2,346,927 |
 Proto Labs Inc$PRLB | 53.5 | $194.0M | 2,380,514 |
 AKAMAI TECHNOLOGIES INC$AKAM | 59.5 | $193.3M | 1,635,207 |
 DEVON ENERGY CORP/DE$DVN | 74.8 | $174.3M | 4,219,415 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DISCIPLINED GROWTH INVESTORS INC /MN's 58 positions.
Showing top 10 of 58 holdings.
Sector Allocation
Technology
$3.4B
Industrials
$830.9M
Communication Services
$425.9M
Energy
$423.8M
Other
$366.1M
Healthcare
$221.1M
Consumer Discretionary
$157.8M
Financials
$65.6M
Full Holdings — DISCIPLINED GROWTH INVESTORS INC /MN (Q2 2026)
All 58 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 | $PLXS | PLEXUS CORP | $433.2M | 7.3% | -4% | 62.5 |
| 2 | $VSAT | VIASAT INC | $425.9M | 7.2% | -16% | 58.8 |
| 3 | — | EVERPURE INC CL A - CS | $366.1M | 6.2% | -0% | — |
| 4 | $GRMN | GARMIN LTD | $315.2M | 5.3% | -0% | — |
| 5 | $ANET | Arista Networks, Inc. | $303.8M | 5.1% | -1% | 81.9 |
| 6 | $CGNX | COGNEX CORP | $299.8M | 5.1% | -4% | 66.9 |
| 7 | $EXE | EXPAND ENERGY Corp | $214.0M | 3.6% | -1% | 80.8 |
| 8 | $PRLB | Proto Labs Inc | $194.0M | 3.3% | -5% | 53.5 |
| 9 | $AKAM | AKAMAI TECHNOLOGIES INC | $193.3M | 3.3% | -1% | 59.5 |
| 10 | $DVN | DEVON ENERGY CORP/DE | $174.3M | 3.0% | NEW | 74.8 |
| 11 |  $ALRM | Alarm.com Holdings, Inc. | $167.5M | 2.8% | +10% | 57.1 |
| 12 |  $GNRC | GENERAC HOLDINGS INC. | $163.6M | 2.8% | -4% | 54.4 |
| 13 |  $POWI | POWER INTEGRATIONS INC | $158.5M | 2.7% | -3% | 45.2 |
| 14 |  $SMTC | SEMTECH CORP | $154.6M | 2.6% | -57% | 55.9 |
| 15 |  $IDCC | InterDigital, Inc. | $144.4M | 2.5% | -8% | 65 |
| 16 | $ZETA | Zeta Global Holdings Corp. | $133.1M | 2.3% | +10% | 63.4 |
| 17 |  $ALGN | ALIGN TECHNOLOGY INC | $132.1M | 2.2% | +1% | 58.9 |
| 18 |  $SNA | Snap-on Inc | $122.8M | 2.1% | -1% | 63 |
| 19 |  $SPSC | SPS COMMERCE INC | $121.4M | 2.1% | +162% | 65.2 |
| 20 |  $GNTX | GENTEX CORP | $115.3M | 1.9% | +1% | 64.7 |
| 21 |  $SN | SharkNinja, Inc. | $109.0M | 1.9% | +67% | 66.8 |
| 22 | $DV | DoubleVerify Holdings, Inc. | $105.0M | 1.8% | +148% | 61.6 |
| 23 |  $GTLB | Gitlab Inc. | $101.0M | 1.7% | +264% | 56.8 |
| 24 | $MNDY | monday.com Ltd. | $91.5M | 1.6% | +213% | — |
| 25 |  $SMCI | Super Micro Computer, Inc. | $78.1M | 1.3% | -47% | 62 |
| 26 |  $SFIX | Stitch Fix, Inc. | $77.7M | 1.3% | +1% | 35.5 |
| 27 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $73.0M | 1.2% | +1% | 55.6 |
| 28 |  $DLB | Dolby Laboratories, Inc. | $65.6M | 1.1% | -2% | 54.6 |
| 29 |  $FND | Floor & Decor Holdings, Inc. | $65.5M | 1.1% | +1% | 54.5 |
| 30 |  $IPGP | IPG PHOTONICS CORP | $62.3M | 1.1% | +0% | 41.6 |
| 31 |  $ADSK | Autodesk, Inc. | $60.1M | 1.0% | +3% | 78.6 |
| 32 | $LGIH | LGI Homes, Inc. | $51.9M | 0.9% | +13% | 42.3 |
| 33 |  $SSD | Simpson Manufacturing Co., Inc. | $50.4M | 0.8% | -0% | 59.9 |
| 34 |  $KRNT | Kornit Digital Ltd. | $49.3M | 0.8% | +1% | — |
| 35 |  $IT | GARTNER INC | $44.7M | 0.8% | +2% | 60.2 |
| 36 |  $MCHP | MICROCHIP TECHNOLOGY INC | $43.6M | 0.7% | -62% | 52.9 |
| 37 |  $CELH | Celsius Holdings, Inc. | $42.9M | 0.7% | +2% | 66.5 |
| 38 |  $ISRG | INTUITIVE SURGICAL INC | $42.2M | 0.7% | -1% | 79.9 |
| 39 |  $DT | Dynatrace, Inc. | $39.9M | 0.7% | +38% | 64.4 |
| 40 |  $CLB | Core Laboratories Inc. /DE/ | $35.4M | 0.6% | -38% | 36.1 |
| 41 |  $PGNY | Progyny, Inc. | $34.1M | 0.6% | +106% | 62.7 |
| 42 |  $CEVA | CEVA INC | $31.3M | 0.5% | +47% | 31.5 |
| 43 |  $TREX | TREX CO INC | $29.6M | 0.5% | -13% | 54.5 |
| 44 |  $VEEV | VEEVA SYSTEMS INC | $25.0M | 0.4% | NEW | 77.6 |
| 45 |  $GGG | GRACO INC | $24.3M | 0.4% | -2% | 63.4 |
| 46 |  $AIOT | Powerfleet, Inc. | $24.0M | 0.4% | -14% | 42.5 |
| 47 |  $INTU | INTUIT INC. | $22.5M | 0.4% | -1% | 79.3 |
| 48 |  $WEAV | Weave Communications, Inc. | $18.0M | 0.3% | +32% | 43.2 |
| 49 |  $ZIP | ZIPRECRUITER, INC. | $15.3M | 0.3% | -3% | 37.8 |
| 50 |  $PAYX | PAYCHEX INC | $14.9M | 0.3% | +6% | 74.6 |
| 51 |  $MTLS | MATERIALISE NV | $14.8M | 0.3% | +75% | — |
| 52 | $YETI | YETI Holdings, Inc. | $14.6M | 0.3% | +0% | 59.9 |
| 53 |  $AXGN | Axogen, Inc. | $5.9M | 0.1% | -35% | 40.8 |
| 54 |  $INMD | InMode Ltd. | $4.7M | 0.1% | +20% | — |
| 55 |  $GLOB | Globant S.A. | $2.9M | 0.1% | +22% | — |
| 56 |  $MDXG | MIMEDX GROUP, INC. | $2.3M | 0.0% | -8% | 43.9 |
| 57 |  $AAPL | Apple Inc. | $287,045 | 0.0% | +0% | 76.4 |
| 58 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $180,017 | 0.0% | NEW | 58.4 |
New Positions (3)
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