DISCIPLINED GROWTH INVESTORS INC /MN
Sector Allocation
- Technology57.1%$3.4B
- Industrials14.1%$830.9M
- Communication Services7.2%$425.9M
- Energy7.2%$423.8M
- Other6.2%$366.1M
- Healthcare3.7%$221.1M
- Consumer Discretionary2.7%$157.8M
- Financials1.1%$65.6M
- Consumer Staples0.7%$42.9M
AUM History
13fpro.ai/research/fund/disciplined-growth-investors-inc-mn-1050442
Conviction and streaks
Stable · top 10 = 49.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
PLXS
$433.2MVSAT
$425.9M- EVERPURE$366.1M
GRMN
$315.2MANET
$303.8MCGNX
$299.8MEXE
$214.0MPRLB
$194.0MAKAM
$193.3MDVN
$174.3MALRM
$167.5MGNRC
$163.6MPOWI
$158.5MSMTC
$154.6MIDCC
$144.4MZETA
$133.1MALGN
$132.1MSNA
$122.8MSPSC
$121.4MGNTX
$115.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/disciplined-growth-investors-inc-mn-1050442
DISCIPLINED GROWTH INVESTORS INC /MN 13F holdings — Q2 2026
$5.9B portfolio (+20.9% QoQ) · 58 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
$433.2M
7.3% of stocks
-4%This quarter—Since Q-end—HeldAIQuality62.2#728Est. buy—$425.9M
7.2% of stocks
-16%This quarter—Since Q-end—HeldAIQuality52.7#1,454Est. buy—- 3
EVERPURE INC CL A - CS
$366.1M
6.2% of stocks
-0.4%This quarter—Since Q-end—HeldAIQuality—Est. buy— $315.2M
5.3% of stocks
-0.3%This quarter—Since Q-end—HeldAIQuality—Est. buy—$303.8M
5.1% of stocks
-1%This quarter—Since Q-end—HeldAIQuality81.5#20Est. buy—$299.8M
5.1% of stocks
-4%This quarter—Since Q-end—Held$214.0M
3.6% of stocks
-1%This quarter—Since Q-end—Held$194.0M
3.3% of stocks
-5%This quarter—Since Q-end—Held$193.3M
3.3% of stocks
-1%This quarter—Since Q-end—Held$174.3M
3.0% of stocks
NewThis quarter—Since Q-endNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $433.2M | 7.3% | -4% | — | — | 62.2#728 | — | ||
| 2 | $425.9M | 7.2% | -16% | — | — | 52.7#1,454 | — | ||
| 3 | EVERPURE INC CL A - CS | $366.1M | 6.2% | -0.4% | — | — | — | — | |
| 4 | $315.2M | 5.3% | -0.3% | — | — | — | — | ||
| 5 | $303.8M | 5.1% | -1% | — | — | 81.5#20 | — | ||
| 6 | $299.8M | 5.1% | -4% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $214.0M | 3.6% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $194.0M | 3.3% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $193.3M | 3.3% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $174.3M | 3.0% | New | — | New this quarter | AI quality score is Pro: unlock with a free trial | — |
All holdings — DISCIPLINED GROWTH INVESTORS INC /MN (Q2 2026)
58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alarm.com Holdings, Inc. | Technology | $167.5M | 2.8% | 3.59M | +10% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GENERAC HOLDINGS INC. | Technology | $163.6M | 2.8% | 559K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | POWER INTEGRATIONS INC | Technology | $158.5M | 2.7% | 1.89M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | SEMTECH CORP | Technology | $154.6M | 2.6% | 955K | -57% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | InterDigital, Inc. | Technology | $144.4M | 2.5% | 510K | -8% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Zeta Global Holdings Corp. | Technology | $133.1M | 2.3% | 6.76M | +10% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ALIGN TECHNOLOGY INC | Healthcare | $132.1M | 2.2% | 783K | +0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Snap-on Inc | Industrials | $122.8M | 2.1% | 305K | -0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SPS COMMERCE INC | Technology | $121.4M | 2.1% | 2.12M | +162% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GENTEX CORP | Industrials | $115.3M | 1.9% | 4.56M | +0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SharkNinja, Inc. | Technology | $109.0M | 1.9% | 716K | +67% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DoubleVerify Holdings, Inc. | Technology | $105.0M | 1.8% | 9.69M | +148% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Gitlab Inc. | Technology | $101.0M | 1.7% | 3.31M | +264% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | monday.com Ltd. | Technology | $91.5M | 1.6% | 1.26M | +213% | — | — | 13F | |
| 25 | Super Micro Computer, Inc. | Technology | $78.1M | 1.3% | 2.66M | -47% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SFIX | Stitch Fix, Inc. | Consumer Discretionary | $77.7M | 1.3% | 18.91M | +0.9% | |||
| 27 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $73.0M | 1.2% | 292K | +0.6% | |||
| 28 | $DLB | Dolby Laboratories, Inc. | Financials | $65.6M | 1.1% | 1.25M | -2% | |||
| 29 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $65.5M | 1.1% | 1.10M | +1% | |||
| 30 | $IPGP | IPG PHOTONICS CORP | Technology | $62.3M | 1.1% | 531K | +0.4% | |||
| 31 | $ADSK | Autodesk, Inc. | Technology | $60.1M | 1.0% | 309K | +3% | |||
| 32 | $LGIH | LGI Homes, Inc. | Industrials | $51.9M | 0.9% | 815K | +13% | |||
| 33 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $50.4M | 0.8% | 241K | -0.4% | |||
| 34 | $KRNT | Kornit Digital Ltd. | Industrials | $49.3M | 0.8% | 3.03M | +1% | |||
| 35 | $IT | GARTNER INC | Technology | $44.7M | 0.8% | 345K | +2% | |||
| 36 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $43.6M | 0.7% | 478K | -62% | |||
| 37 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $42.9M | 0.7% | 1.47M | +2% | |||
| 38 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $42.2M | 0.7% | 106K | -0.9% | |||
| 39 | $DT | Dynatrace, Inc. | Technology | $39.9M | 0.7% | 909K | +38% | |||
| 40 | $CLB | Core Laboratories Inc. /DE/ | Energy | $35.4M | 0.6% | 3.04M | -38% | |||
| 41 | $PGNY | Progyny, Inc. | Healthcare | $34.1M | 0.6% | 1.18M | +106% | |||
| 42 | $CEVA | CEVA INC | Technology | $31.3M | 0.5% | 663K | +47% | |||
| 43 | $TREX | TREX CO INC | Industrials | $29.6M | 0.5% | 592K | -13% | |||
| 44 | $VEEV | VEEVA SYSTEMS INC | Technology | $25.0M | 0.4% | 141K | New | |||
| 45 | $GGG | GRACO INC | Industrials | $24.3M | 0.4% | 321K | -2% | |||
| 46 | $AIOT | Powerfleet, Inc. | Technology | $24.0M | 0.4% | 6.26M | -14% | |||
| 47 | $INTU | INTUIT INC. | Technology | $22.5M | 0.4% | 86K | -1% | |||
| 48 | $WEAV | Weave Communications, Inc. | Technology | $18.0M | 0.3% | 3.00M | +32% | |||
| 49 | $ZIP | ZIPRECRUITER, INC. | Technology | $15.3M | 0.3% | 4.09M | -3% | |||
| 50 | $PAYX | PAYCHEX INC | Technology | $14.9M | 0.3% | 152K | +6% | |||
| 51 | $MTLS | MATERIALISE NV | Technology | $14.8M | 0.3% | 1.99M | +75% | |||
| 52 | $YETI | YETI Holdings, Inc. | Consumer Discretionary | $14.6M | 0.3% | 295K | +0.4% | |||
| 53 | $AXGN | Axogen, Inc. | Healthcare | $5.9M | 0.1% | 128K | -35% | |||
| 54 | $INMD | InMode Ltd. | Healthcare | $4.7M | 0.1% | 319K | +20% | |||
| 55 | $GLOB | Globant S.A. | Technology | $2.9M | 0.1% | 100K | +22% | |||
| 56 | $MDXG | MIMEDX GROUP, INC. | Healthcare | $2.3M | 0.0% | 588K | -8% | |||
| 57 | $AAPL | Apple Inc. | Technology | $287K | 0.0% | 992 | — | |||
| 58 | $CCC | CCC Intelligent Solutions Holdings Inc. | Technology | $180K | 0.0% | 35K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 27 added to, 27 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (27)
now $121.4M
$GTLBGitlab Inc.+264%
now $101.0M
$DVDoubleVerify Holdings, Inc.+148%
now $105.0M
$MNDYmonday.com Ltd.+213%
now $91.5M
$SNSharkNinja, Inc.+67%
now $109.0M
$PGNYProgyny, Inc.+106%
now $34.1M
+21 more in the Excel export
Holdings by quarter
Every 13F DISCIPLINED GROWTH INVESTORS INC /MN has filed, 41 earlier quarters. Pick one to see what it held then.
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.
Funds like this
managers whose biggest positions overlap DISCIPLINED GROWTH INVESTORS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: DISCIPLINED GROWTH INVESTORS INC /MN
13F Pro is an AI hedge fund tracker and stock research platform. For DISCIPLINED GROWTH INVESTORS INC /MN (SEC CIK: 1050442), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in DISCIPLINED GROWTH INVESTORS INC /MN's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.