DISCIPLINED GROWTH INVESTORS INC /MN
Q2 2026 13F filing
Updated 27 days ago58 disclosed positions worth $5.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PLXS PLEXUS CORP COM | $433.2M | 1.44M | 7.33% | Trimmed(-3.6%) |
| 2 | V VSAT VIASAT INC COM | $425.9M | 4.74M | 7.21% | Trimmed(-16.2%) |
| 3 | E ET-PI EVERPURE INC CL A | $366.1M | 4.65M | 6.20% | Trimmed(-0.4%) |
| 4 | G GRMN GARMIN LTD SHS | $315.2M | 1.33M | 5.34% | Trimmed(-0.3%) |
| 5 | A ANET ARISTA NETWORKS INC COM SHS | $303.8M | 1.79M | 5.14% | Trimmed(-1.3%) |
| 6 | C CGNX COGNEX CORP COM | $299.8M | 4.14M | 5.08% | Trimmed(-4.2%) |
| 7 | E EXE EXPAND ENERGY CORPORATION COM | $214M | 2.35M | 3.62% | Trimmed(-1.1%) |
| 8 | P PRLB PROTO LABS INC COM | $194M | 2.38M | 3.29% | Trimmed(-4.7%) |
| 9 | A AKAM AKAMAI TECHNOLOGIES COM | $193.3M | 1.64M | 3.27% | Trimmed(-1.4%) |
| 10 | D DVN DEVON ENERGY CORP NEW COM | $174.3M | 4.22M | 2.95% | — |
| 11 | A ALRM ALARM COM HLDGS INC COM | $167.5M | 3.59M | 2.84% | Added(+9.7%) |
| 12 | G GNRC GENERAC HLDGS INC COM | $163.6M | 558.6K | 2.77% | Trimmed(-3.9%) |
| 13 | P POWI POWER INTEGRATIONS INC COM | $158.5M | 1.89M | 2.68% | Trimmed(-3.4%) |
| 14 | S SMTC SEMTECH CORP COM | $154.6M | 955.0K | 2.62% | Trimmed(-56.7%) |
| 15 | I IDCC INTERDIGITAL INC COM | $144.4M | 510.1K | 2.45% | Trimmed(-8.4%) |
| 16 | Z ZETA ZETA GLOBAL HOLDINGS CORP CL A | $133.1M | 6.76M | 2.25% | Added(+9.9%) |
| 17 | A ALGN ALIGN TECHNOLOGY INC | $132.1M | 783.2K | 2.24% | Added(+0.9%) |
| 18 | S SNA SNAP ON INC COM | $122.8M | 305.2K | 2.08% | Trimmed(-0.9%) |
| 19 | S SPSC SPS COMM INC COM | $121.4M | 2.12M | 2.06% | Added(+161.9%) |
| 20 | G GNTX GENTEX CORP COM | $115.3M | 4.56M | 1.95% | Added(+0.9%) |
| 21 | S SN SHARKNINJA INC COM SHS | $109M | 715.7K | 1.85% | Added(+67.5%) |
| 22 | D DV DOUBLEVERIFY HLDGS INC COM | $105M | 9.69M | 1.78% | Added(+147.9%) |
| 23 | G GTLB GITLAB, INC | $101M | 3.31M | 1.71% | Added(+263.7%) |
| 24 | M MNDY MONDAY.COM LTD | $91.5M | 1.26M | 1.55% | Added(+212.8%) |
| 25 | S SMCIP SUPER MICRO COMPUTER INC COM N | $78.1M | 2.66M | 1.32% | Trimmed(-46.6%) |
| 26 | S SF-PD STITCH FIX INC COM CL A | $77.7M | 18.91M | 1.32% | Added(+0.9%) |
| 27 | T TTWO TAKE-TWO INTERACTIVE SOFTWARE | $73M | 292.1K | 1.24% | Added(+0.6%) |
| 28 | D DLB DOLBY LABORATORIES INC COM CL | $65.6M | 1.25M | 1.11% | Trimmed(-1.6%) |
| 29 | F FND FLOOR & DECOR HLDGS INC CL A | $65.5M | 1.10M | 1.11% | Added(+1.1%) |
| 30 | I IPGP IPG PHOTONICS CORP COM | $62.3M | 530.8K | 1.05% | Added(+0.4%) |
| 31 | A ADSK AUTODESK INC COM | $60.1M | 309.3K | 1.02% | Added(+2.5%) |
| 32 | L LGIH LGI HOMES INC COM | $51.9M | 815.1K | 0.88% | Added(+12.9%) |
| 33 | S SSD SIMPSON MFG INC COM | $50.4M | 240.7K | 0.85% | Trimmed(-0.4%) |
| 34 | K KRNT KORNIT DIGITAL LTD SHS | $49.3M | 3.03M | 0.83% | Added(+1.1%) |
| 35 | I IT GARTNER INC COM | $44.7M | 344.7K | 0.76% | Added(+1.7%) |
| 36 | M MCHPP MICROCHIP TECHNOLOGY INC. COM | $43.6M | 478.5K | 0.74% | Trimmed(-61.6%) |
| 37 | C CELH CELSIUS HLDGS INC COM NEW | $42.9M | 1.47M | 0.73% | Added(+2.0%) |
| 38 | I ISRG INTUITIVE SURGICAL INC | $42.2M | 106.0K | 0.71% | Trimmed(-0.9%) |
| 39 | D DT DYNATRACE INC NEW | $39.9M | 908.5K | 0.68% | Added(+37.9%) |
| 40 | C CLB CORE LABORATORIES INC | $35.4M | 3.04M | 0.60% | Trimmed(-38.4%) |
| 41 | P PGNY PROGYNY INC COM | $34.1M | 1.18M | 0.58% | Added(+105.7%) |
| 42 | C CEVA CEVA INC COM | $31.3M | 662.8K | 0.53% | Added(+47.1%) |
| 43 | T TREX TREX CO INC COM | $29.6M | 592.1K | 0.50% | Trimmed(-12.7%) |
| 44 | V VEEV VEEVA SYS INC CL A COM | $25M | 141.0K | 0.42% | — |
| 45 | G GGG GRACO INC COM | $24.3M | 321.5K | 0.41% | Trimmed(-1.8%) |
| 46 | A AIOT POWERFLEET INC | $24M | 6.26M | 0.41% | Trimmed(-14.5%) |
| 47 | I INTU INTUIT COM | $22.5M | 86.0K | 0.38% | Trimmed(-1.3%) |
| 48 | W WEAV WEAVE COMMUNICATIONS INC COM | $18M | 3.00M | 0.30% | Added(+31.7%) |
| 49 | ? N/A ZIPRECRUITER INC CL A | $15.3M | 4.09M | 0.26% | Trimmed(-3.0%) |
| 50 | P PAYX PAYCHEX INC COM | $14.9M | 151.7K | 0.25% | Added(+6.1%) |