Disciplined Growth Investors
MINNEAPOLIS, MNfiles as DISCIPLINED GROWTH INVESTORS INC /MN
$5.9bn in 58 US stocks at the end of 30 June 2026. The top 10 are 49.4% of the money. It changed about 17.0% of the portfolio this quarter.
Value
$5.9bn
Stocks
58
Top 10 share
49.4%
Turnover
17.0%
What changed this quarter
New
Bought for the first time this quarter.
- Devon EnergyDVN3.0% of the fund
- Veeva SystemsVEEV0.4% of the fund
- CCC Intelligent Solutions HoldingsCCC<0.1% of the fund
Added
Bought more of a stock they already held.
- Alarm.com HoldingsALRM2.8% of the fund+10%
- Zeta Global HoldingsZETA2.3% of the fund+10%
- SPS CommerceSPSC2.1% of the fund+162%
- SharkNinjaSN1.8% of the fund+67%
- DoubleVerify HoldingsDV1.8% of the fund+148%
- GitlabGTLB1.7% of the fund+264%
- monday.comMNDY1.5% of the fund+213%
- AutodeskADSK1.0% of the fund+3%
- LGI HomesLGIH0.9% of the fund+13%
- Celsius HoldingsCELH0.7% of the fund+2%
- DynatraceDT0.7% of the fund+38%
- ProgynyPGNY0.6% of the fund+106%
- CevaCEVA0.5% of the fund+47%
- Weave CommunicationsWEAV0.3% of the fund+32%
- PaychexPAYX0.3% of the fund+6%
- Materialise NVMTLS0.3% of the fund+75%
- InModeINMD<0.1% of the fund+20%
- GlobantGLOB<0.1% of the fund+22%
Cut
Sold some of their stake.
- PlexusPLXS7.3% of the fund-4%
- ViasatVSAT7.2% of the fund-16%
- CognexCGNX5.1% of the fund-4%
- Proto LabsPRLB3.3% of the fund-5%
- Generac HoldingsGNRC2.8% of the fund-4%
- Power IntegrationsPOWI2.7% of the fund-3%
- SemtechSMTC2.6% of the fund-57%
- InterDigitalIDCC2.4% of the fund-8%
- Super Micro ComputerSMCI1.3% of the fund-47%
- Microchip TechnologyMCHP0.7% of the fund-62%
- Core LaboratoriesCLB0.6% of the fund-38%
- TrexTREX0.5% of the fund-13%
- PowerfleetAIOT0.4% of the fund-14%
- ZiprecruiterZIP0.3% of the fund-3%
- AxogenAXGN<0.1% of the fund-35%
- Mimedx GroupMDXG<0.1% of the fund-8%
Sold out
Sold their entire stake.
- Coterra EnergyCTRA-100%
- Geospace TechnologiesGEOS-100%
- MillerknollMLKN-100%
- EgainEGAN-100%
- SoundthinkingSSTI-100%
- StoneridgeSRI-100%
Holdings
- Materialise NVMTLS
- Share
- 0.3%
- Value
- $15m
- Shares
- 1,992,441
+75%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PlexusPLXS | 7.3% | $433m | 1,440,935 | -4% |
| ViasatVSAT | 7.2% | $426m | 4,741,812 | -16% |
| EverpureP | 6.2% | $366m | 4,646,725 | Held |
| GarminGRMN | 5.3% | $315m | 1,326,832 | Held |
| Arista NetworksANET | 5.1% | $304m | 1,788,304 | Held |
| CognexCGNX | 5.1% | $300m | 4,139,715 | -4% |
| Expand EnergyEXE | 3.6% | $214m | 2,346,927 | Held |
| Proto LabsPRLB | 3.3% | $194m | 2,380,514 | -5% |
| Akamai TechnologiesAKAM | 3.3% | $193m | 1,635,207 | Held |
| Devon EnergyDVN | 3.0% | $174m | 4,219,415 | New |
| Alarm.com HoldingsALRM | 2.8% | $168m | 3,585,614 | +10% |
| Generac HoldingsGNRC | 2.8% | $164m | 558,568 | -4% |
| Power IntegrationsPOWI | 2.7% | $158m | 1,891,864 | -3% |
| SemtechSMTC | 2.6% | $155m | 955,033 | -57% |
| InterDigitalIDCC | 2.4% | $144m | 510,096 | -8% |
| Zeta Global HoldingsZETA | 2.3% | $133m | 6,761,165 | +10% |
| Align TechnologyALGN | 2.2% | $132m | 783,178 | Held |
| Snap-onSNA | 2.1% | $123m | 305,180 | Held |
| SPS CommerceSPSC | 2.1% | $121m | 2,123,881 | +162% |
| GentexGNTX | 2.0% | $115m | 4,561,485 | Held |
| SharkNinjaSN | 1.8% | $109m | 715,721 | +67% |
| DoubleVerify HoldingsDV | 1.8% | $105m | 9,689,140 | +148% |
| GitlabGTLB | 1.7% | $101m | 3,308,421 | +264% |
| monday.comMNDY | 1.5% | $91m | 1,263,335 | +213% |
| Super Micro ComputerSMCI | 1.3% | $78m | 2,663,417 | -47% |
| Stitch FixSFIX | 1.3% | $78m | 18,910,052 | Held |
| Take TWO Interactive SoftwareTTWO | 1.2% | $73m | 292,065 | Held |
| Dolby LaboratoriesDLB | 1.1% | $66m | 1,247,791 | Held |
| Floor & Decor HoldingsFND | 1.1% | $66m | 1,103,591 | Held |
| IPG PhotonicsIPGP | 1.1% | $62m | 530,833 | Held |
| AutodeskADSK | 1.0% | $60m | 309,345 | +3% |
| LGI HomesLGIH | 0.9% | $52m | 815,069 | +13% |
| Simpson ManufacturingSSD | 0.9% | $50m | 240,664 | Held |
| Kornit DigitalKRNT | 0.8% | $49m | 3,031,101 | Held |
| GartnerIT | 0.8% | $45m | 344,687 | Held |
| Microchip TechnologyMCHP | 0.7% | $44m | 478,469 | -62% |
| Celsius HoldingsCELH | 0.7% | $43m | 1,466,503 | +2% |
| Intuitive SurgicalISRG | 0.7% | $42m | 106,000 | Held |
| DynatraceDT | 0.7% | $40m | 908,550 | +38% |
| Core LaboratoriesCLB | 0.6% | $35m | 3,042,177 | -38% |
| ProgynyPGNY | 0.6% | $34m | 1,181,632 | +106% |
| CevaCEVA | 0.5% | $31m | 662,802 | +47% |
| TrexTREX | 0.5% | $30m | 592,096 | -13% |
| Veeva SystemsVEEV | 0.4% | $25m | 140,964 | New |
| GracoGGG | 0.4% | $24m | 321,466 | Held |
| PowerfleetAIOT | 0.4% | $24m | 6,258,600 | -14% |
| IntuitINTU | 0.4% | $22m | 86,019 | Held |
| Weave CommunicationsWEAV | 0.3% | $18m | 2,998,909 | +32% |
| ZiprecruiterZIP | 0.3% | $15m | 4,091,619 | -3% |
| PaychexPAYX | 0.3% | $15m | 151,732 | +6% |
| Materialise NVMTLS | 0.3% | $15m | 1,992,441 | +75% |
| YETI HoldingsYETI | 0.2% | $15m | 294,902 | Held |
| AxogenAXGN | <0.1% | $6m | 127,859 | -35% |
| InModeINMD | <0.1% | $5m | 318,545 | +20% |
| GlobantGLOB | <0.1% | $3m | 100,347 | +22% |
| Mimedx GroupMDXG | <0.1% | $2m | 587,932 | -8% |
| AppleAAPL | <0.1% | $287,045 | 992 | Held |
| CCC Intelligent Solutions HoldingsCCC | <0.1% | $180,017 | 34,887 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.0% since 30 June 2025.
Where the money is
Technology55.6%
Retail & consumer12.7%
Industrials11.0%
Media & telecom8.4%
Energy7.2%
Health care4.2%
Everyday goods0.7%
Other0.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.