DISCIPLINED GROWTH INVESTORS INC /MN 13F Holdings

CIK 0001050442 · MINNEAPOLIS, MN

As of Sep 30, 2025, DISCIPLINED GROWTH INVESTORS INC /MN reported 64 positions worth $5.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SUPER MICRO COMPUTER INCSMCITechnology9,481,444$454.5M8.23%
PURE STORAGE INCPSTGTechnology5,160,182$432.5M7.84%
GARMIN LTDGRMNTechnology1,376,836$339.0M6.14%
ARISTA NETWORKS INCANETTechnology1,923,266$280.2M5.08%
INTERDIGITAL INCIDCCCommunication Services790,941$273.1M4.95%
EXPAND ENERGY CORPEXEEnergy2,493,676$264.9M4.80%
PLEXUS CORPPLXSTechnology1,553,569$224.8M4.07%
COGNEX CORPCGNXTechnology4,604,558$208.6M3.78%
SEMTECH CORPSMTCTechnology2,729,382 95.0M3.53%
ALARMCOM HOLDINGS INCALRMTechnology3,332,095 76.9M3.20%
VIASAT INCVSATTechnology5,725,915 67.8M3.04%
COTERRA ENERGY INCCTRAEnergy6,675,268 57.9M2.86%
GENTEX CORPGNTXConsumer Cyclical4,736,620 34.0M2.43%
AKAMAI TECHNOLOGIES INCAKAMTechnology1,744,167 32.1M2.39%
PROTO LABS INCPRLBIndustrials2,592,373 29.7M2.35%
ZETA GLOBAL HOLDINGS CORPZETATechnology6,114,851 21.5M2.20%
MICROCHIP TECHNOLOGY INCMCHPTechnology1,782,569 14.5M2.07%
SNAP-ON INCSNAIndustrials326,023 13.0M2.05%
GENERAC HOLDINGS INCGNRCIndustrials618,214 03.5M1.87%
AUTODESK INCADSKTechnology320,777 01.9M1.85%
ALIGN TECHNOLOGY INCALGNHealthcare803,981 00.7M1.82%
DOLBY LABORATORIES INCDLBIndustrials1,373,562$99.4M1.80%
SPS COMMERCE INCSPSCTechnology792,472$82.5M1.50%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical1,119,517$82.5M1.49%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services306,348$79.1M1.43%