Disciplined Growth Investors Inc
Net seller this quarter
$5.91B
58
-$180M
49.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PLXS | $433M | 7.34% | 5.39% | -3.6% | Q2 2013 |
 VSAT | $426M | 7.21% | 3.47% | -16.2% | Q2 2013 |
 P | $366M | 6.20% | 1.40% | -0.4% | Q3 2019 |
 GRMN | $315M | 5.34% | 0.69% | -0.4% | Q2 2013 |
 ANET | $304M | 5.14% | 0.14% | -1.3% | Q1 2020 |
 CGNX | $300M | 5.08% | 2.49% | -4.2% | Q4 2015 |
 EXE | $214M | 3.62% | 0.98% | -1.1% | Q4 2024 |
 PRLB | $194M | 3.29% | 9.95% | -4.7% | Q4 2016 |
 AKAM | $193M | 3.27% | 1.14% | -1.4% | Q2 2013 |
 DVN | $174M | 2.95% | 0.68% | New | Q2 2026 |
 ALRM | $168M | 2.84% | 7.31% | +9.7% | Q1 2020 |
 GNRC | $164M | 2.77% | 0.95% | -3.9% | Q3 2022 |
 POWI | $158M | 2.68% | 3.39% | -3.4% | Q4 2014 |
 SMTC | $155M | 2.62% | 1.03% | -56.7% | Q2 2022 |
 IDCC | $144M | 2.45% | 1.98% | -8.4% | Q1 2021 |
 ZETA | $133M | 2.25% | Not reported | +9.9% | Q3 2025 |
 ALGN | $132M | 2.24% | 1.10% | +1.0% | Q2 2013 |
 SNA | $123M | 2.08% | 0.59% | -0.9% | Q3 2020 |
 SPSC | $121M | 2.06% | 5.87% | +161.9% | Q1 2016 |
 GNTX | $115M | 1.95% | 2.14% | +0.9% | Q2 2013 |
 SN | $109M | 1.85% | 0.51% | +67.5% | Q2 2025 |
 DV | $105M | 1.78% | 6.25% | +147.9% | Q3 2024 |
 GTLB | $101M | 1.71% | Not reported | +263.7% | Q1 2026 |
 MNDY | $91.5M | 1.55% | 2.47% | +212.8% | Q4 2025 |
 SMCI | $78.1M | 1.32% | 0.41% | -46.6% | Q2 2013 |
 SFIX | $77.7M | 1.32% | 69.97% | +0.9% | Q4 2018 |
 TTWO | $73M | 1.24% | 0.16% | +0.6% | Q3 2021 |
 DLB | $65.6M | 1.11% | Not reported | -1.6% | Q2 2013 |
 FND | $65.5M | 1.11% | 1.03% | +1.1% | Q3 2022 |
 IPGP | $62.3M | 1.05% | 1.25% | +0.4% | Q4 2018 |
 ADSK | $60.1M | 1.02% | 0.15% | +2.5% | Q2 2013 |
 LGIH | $51.9M | 0.88% | 3.51% | +13.0% | Q1 2021 |
 SSD | $50.4M | 0.85% | 0.59% | -0.4% | Q1 2025 |
 KRNT | $49.3M | 0.83% | 6.55% | +1.1% | Q3 2016 |
 IT | $44.7M | 0.76% | 0.51% | +1.7% | Q3 2025 |
 MCHP | $43.6M | 0.74% | 0.09% | -61.6% | Q2 2013 |
 CELH | $42.9M | 0.73% | 0.58% | +2.0% | Q1 2025 |
 ISRG | $42.2M | 0.71% | 0.03% | -0.9% | Q2 2013 |
 DT | $39.9M | 0.68% | 0.31% | +37.9% | Q1 2026 |
 CLB | $35.4M | 0.60% | 6.63% | -38.4% | Q1 2015 |
 PGNY | $34.1M | 0.58% | 1.53% | +105.7% | Q1 2024 |
 CEVA | $31.3M | 0.53% | 2.36% | +47.1% | Q2 2013 |
 TREX | $29.6M | 0.50% | 0.58% | -12.7% | Q2 2013 |
 VEEV | $25M | 0.42% | 0.09% | New | Q2 2026 |
 GGG | $24.3M | 0.41% | 0.19% | -1.8% | Q2 2013 |
 AIOT | $24M | 0.41% | 4.66% | -14.5% | Q1 2024 |
 INTU | $22.5M | 0.38% | 0.03% | -1.3% | Q2 2013 |
 WEAV | $18M | 0.30% | 3.75% | +31.7% | Q3 2025 |
 ZIP | $15.3M | 0.26% | 5.73% | -3.0% | Q1 2024 |
 PAYX | $14.9M | 0.25% | 0.04% | +6.1% | Q2 2013 |
| Q1 2026 | |||||
| GRMN | $309M | 6.32% | 0.69% | -4.9% | Q2 2013 |
| PLXS | $303M | 6.19% | 5.58% | -6.1% | Q2 2013 |
| P | $276M | 5.64% | 1.41% | -4.7% | Q3 2019 |
| EXE | $261M | 5.33% | 0.99% | -6.9% | Q4 2024 |
| VSAT | $259M | 5.31% | 4.15% | -4.5% | Q2 2013 |
| CTRA | $225M | 4.60% | Not reported | -5.6% | Q3 2019 |
| ANET | $222M | 4.55% | 0.14% | -7.1% | Q1 2020 |
| CGNX | $212M | 4.33% | 2.61% | -7.2% | Q4 2015 |
| AKAM | $191M | 3.90% | 1.14% | -6.5% | Q2 2013 |
| SMTC | $170M | 3.47% | 2.37% | -21.2% | Q2 2022 |
| IDCC | $168M | 3.44% | 2.15% | -8.6% | Q1 2021 |
| PRLB | $142M | 2.91% | 10.50% | -6.6% | Q4 2016 |
| ALRM | $141M | 2.89% | 6.62% | -4.4% | Q1 2020 |
| ALGN | $133M | 2.72% | 1.08% | -5.5% | Q2 2013 |
| SMCI | $114M | 2.32% | 0.83% | -48.3% | Q2 2013 |
| GNRC | $113M | 2.32% | 0.99% | -7.5% | Q3 2022 |
| SNA | $112M | 2.29% | 0.59% | -6.1% | Q3 2020 |
| POWI | $100M | 2.05% | 3.52% | -2.1% | Q4 2014 |
| GNTX | $98.8M | 2.02% | 2.10% | -5.9% | Q2 2013 |
| ZETA | $98M | 2.00% | Not reported | +11.9% | Q3 2025 |
| CLB | $82.9M | 1.70% | 10.72% | -4.5% | Q1 2015 |
| MCHP | $80.5M | 1.65% | 0.23% | -30.2% | Q2 2013 |
| DLB | $76.1M | 1.56% | Not reported | -5.6% | Q2 2013 |
| ADSK | $72.2M | 1.48% | 0.14% | -6.3% | Q2 2013 |
| SFIX | $62M | 1.27% | 69.33% | -3.8% | Q4 2018 |
| IPGP | $60.6M | 1.24% | 1.25% | -6.7% | Q4 2018 |
| TTWO | $57.3M | 1.17% | 0.16% | -5.4% | Q3 2021 |
| FND | $55.5M | 1.14% | 1.01% | -4.8% | Q3 2022 |
| IT | $53.7M | 1.10% | 0.48% | -5.1% | Q3 2025 |
| CELH | $51M | 1.04% | 0.56% | -5.7% | Q1 2025 |
| ISRG | $49.3M | 1.01% | 0.03% | -3.1% | Q2 2013 |
| SN | $45.3M | 0.93% | 0.30% | -6.2% | Q2 2025 |
| SPSC | $45.1M | 0.92% | 2.21% | -4.0% | Q1 2016 |
| KRNT | $44M | 0.90% | 6.48% | -1.2% | Q3 2016 |
| SSD | $41.5M | 0.85% | 0.58% | -7.2% | Q1 2025 |
| INTU | $37.7M | 0.77% | 0.03% | -3.0% | Q2 2013 |
| DV | $37.1M | 0.76% | 2.51% | +4.5% | Q3 2024 |
| LGIH | $28.5M | 0.58% | 3.11% | +1.5% | Q1 2021 |
| MNDY | $27.9M | 0.57% | 0.79% | +453.7% | Q4 2025 |
| GGG | $27.7M | 0.57% | 0.20% | -8.7% | Q2 2013 |
| TREX | $24.7M | 0.51% | 0.65% | -32.7% | Q2 2013 |
| DT | $24.4M | 0.50% | 0.22% | New | Q1 2026 |
| AIOT | $22.5M | 0.46% | 5.45% | -7.6% | Q1 2024 |
| GTLB | $19.7M | 0.40% | Not reported | New | Q1 2026 |
 GEOS | $13.4M | 0.27% | 8.52% | -2.7% | Q1 2015 |
| PAYX | $13.2M | 0.27% | 0.04% | -6.8% | Q2 2013 |
 YETI | $10.8M | 0.22% | 0.39% | +121.4% | Q3 2025 |
| WEAV | $10.5M | 0.22% | 2.87% | -1.5% | Q3 2025 |
| PGNY | $9.76M | 0.20% | 0.73% | -7.7% | Q1 2024 |
| CEVA | $8.42M | 0.17% | 1.62% | -25.9% | Q2 2013 |
| Q4 2025 | |||||
| P | $328M | 6.28% | 1.48% | -5.1% | Q3 2019 |
| GRMN | $284M | 5.43% | 0.73% | +1.7% | Q2 2013 |
| SMCI | $282M | 5.40% | 1.61% | +1.7% | Q2 2013 |
| EXE | $281M | 5.39% | 1.07% | +2.3% | Q4 2024 |
| ANET | $255M | 4.89% | 0.16% | +1.3% | Q1 2020 |
| PLXS | $234M | 4.48% | 5.94% | +2.4% | Q2 2013 |
| SMTC | $206M | 3.95% | 3.03% | +2.6% | Q2 2022 |
| VSAT | $204M | 3.91% | 4.38% | +3.5% | Q2 2013 |
| IDCC | $194M | 3.71% | 2.37% | -23.0% | Q1 2021 |
| CTRA | $178M | 3.41% | Not reported | +1.5% | Q3 2019 |
| ALRM | $174M | 3.34% | 6.89% | +2.6% | Q1 2020 |
| CGNX | $167M | 3.21% | 2.79% | +1.1% | Q4 2015 |
| AKAM | $155M | 2.96% | 1.23% | +1.8% | Q2 2013 |
| PRLB | $135M | 2.59% | 11.32% | +3.1% | Q4 2016 |
| ALGN | $128M | 2.45% | 1.15% | +2.1% | Q2 2013 |
| MCHP | $114M | 2.18% | 0.33% | +0.2% | Q2 2013 |
| SNA | $113M | 2.16% | 0.63% | +0.5% | Q3 2020 |
| ZETA | $112M | 2.14% | Not reported | -10.1% | Q3 2025 |
| GNTX | $112M | 2.14% | 2.23% | +1.4% | Q2 2013 |
| SFIX | $102M | 1.96% | 72.07% | +11.2% | Q4 2018 |
| ADSK | $95.3M | 1.82% | 0.15% | +0.4% | Q2 2013 |
| IT | $90.1M | 1.72% | 0.50% | +312.0% | Q3 2025 |
| DLB | $86.2M | 1.65% | Not reported | -2.3% | Q2 2013 |
| GNRC | $85.6M | 1.64% | 1.07% | +1.6% | Q3 2022 |
| CLB | $82.8M | 1.59% | 11.21% | -13.5% | Q1 2015 |
| TTWO | $78.6M | 1.50% | 0.17% | +0.2% | Q3 2021 |
| SPSC | $75.3M | 1.44% | 2.25% | +6.6% | Q1 2016 |
| POWI | $71.1M | 1.36% | 3.62% | +1.8% | Q4 2014 |
| FND | $69.8M | 1.34% | 1.06% | +2.4% | Q3 2022 |
| CELH | $69.8M | 1.34% | 0.59% | +121.6% | Q1 2025 |
| ISRG | $62.5M | 1.20% | 0.03% | +0.9% | Q2 2013 |
| INTU | $59.5M | 1.14% | 0.03% | -1.3% | Q2 2013 |
| SN | $51M | 0.98% | 0.32% | +1.8% | Q2 2025 |
| KRNT | $43.6M | 0.84% | 6.56% | +65.1% | Q3 2016 |
| DV | $42.8M | 0.82% | 2.31% | +29.1% | Q3 2024 |
| AIOT | $42.1M | 0.81% | 5.91% | +7.7% | Q1 2024 |
| SSD | $42M | 0.80% | 0.63% | +1.6% | Q1 2025 |
| IPGP | $40.6M | 0.78% | 1.35% | +0.9% | Q4 2018 |
| TREX | $35.3M | 0.68% | 0.95% | -2.7% | Q2 2013 |
| LGIH | $30.6M | 0.58% | 3.07% | -9.6% | Q1 2021 |
| GGG | $29.4M | 0.56% | 0.22% | +2.2% | Q2 2013 |
| ZIP | $24.8M | 0.48% | 8.93% | +53.4% | Q1 2024 |
| GEOS | $19.1M | 0.37% | 8.78% | -1.9% | Q1 2015 |
| WEAV | $17.5M | 0.34% | 2.95% | +82.7% | Q3 2025 |
| PAYX | $17.2M | 0.33% | 0.04% | +1.5% | Q2 2013 |
| PGNY | $16M | 0.31% | 0.75% | +3.4% | Q1 2024 |
| CEVA | $13.1M | 0.25% | 2.21% | +12.5% | Q2 2013 |
| MNDY | $10.8M | 0.21% | 0.14% | New | Q4 2025 |
 MDXG | $10M | 0.19% | 1.00% | +7.2% | Q1 2016 |
 EGAN | $9.62M | 0.18% | 3.42% | +7.7% | Q1 2022 |
| Q3 2025 | |||||
| SMCI | $455M | 8.23% | 1.59% | -2.6% | Q2 2013 |
| P | $432M | 7.84% | 1.57% | -5.5% | Q3 2019 |
| GRMN | $339M | 6.14% | 0.72% | -3.0% | Q2 2013 |
| ANET | $280M | 5.08% | 0.15% | -5.3% | Q1 2020 |
| IDCC | $273M | 4.95% | 3.07% | -17.7% | Q1 2021 |
| EXE | $265M | 4.80% | 1.05% | -4.9% | Q4 2024 |
| PLXS | $225M | 4.07% | 5.79% | -5.6% | Q2 2013 |
| CGNX | $209M | 3.78% | 2.75% | -3.4% | Q4 2015 |
| SMTC | $195M | 3.53% | 3.15% | -5.7% | Q2 2022 |
| ALRM | $177M | 3.20% | 6.70% | -4.6% | Q1 2020 |
| VSAT | $168M | 3.04% | 4.26% | -2.0% | Q2 2013 |
| CTRA | $158M | 2.86% | Not reported | -3.4% | Q3 2019 |
| GNTX | $134M | 2.43% | 2.16% | -3.8% | Q2 2013 |
| AKAM | $132M | 2.39% | 1.21% | -5.2% | Q2 2013 |
| PRLB | $130M | 2.35% | 10.95% | -4.8% | Q4 2016 |
| ZETA | $122M | 2.20% | Not reported | New | Q3 2025 |
| MCHP | $114M | 2.07% | 0.33% | -31.7% | Q2 2013 |
| SNA | $113M | 2.05% | 0.63% | -16.2% | Q3 2020 |
| GNRC | $103M | 1.87% | 1.05% | -3.5% | Q3 2022 |
| ADSK | $102M | 1.85% | 0.15% | -5.9% | Q2 2013 |
| ALGN | $101M | 1.82% | 1.12% | -4.9% | Q2 2013 |
| DLB | $99.4M | 1.80% | Not reported | -10.7% | Q2 2013 |
| SPSC | $82.5M | 1.50% | 2.10% | +86.4% | Q1 2016 |
| FND | $82.5M | 1.49% | 1.04% | -4.0% | Q3 2022 |
| TTWO | $79.1M | 1.43% | 0.17% | -4.5% | Q3 2021 |
| POWI | $79.1M | 1.43% | 3.56% | -4.6% | Q4 2014 |
| SFIX | $76.2M | 1.38% | 64.79% | -5.7% | Q4 2018 |
| CLB | $73.8M | 1.34% | 12.95% | +9.7% | Q1 2015 |
| INTU | $62.2M | 1.13% | 0.03% | -13.4% | Q2 2013 |
| TREX | $53.5M | 0.97% | 0.97% | -4.8% | Q2 2013 |
| ISRG | $49M | 0.89% | 0.03% | -4.1% | Q2 2013 |
| SN | $46.2M | 0.84% | 0.32% | -3.8% | Q2 2025 |
| IPGP | $44.5M | 0.81% | 1.33% | -3.2% | Q4 2018 |
| SSD | $42.9M | 0.78% | 0.62% | -3.6% | Q1 2025 |
| LGIH | $40.7M | 0.74% | 3.41% | -8.5% | Q1 2021 |
| CELH | $39.6M | 0.72% | 0.27% | -4.0% | Q1 2025 |
| AIOT | $38.5M | 0.70% | 5.49% | -8.7% | Q1 2024 |
| DV | $34.7M | 0.63% | 1.80% | +42.5% | Q3 2024 |
| GGG | $29.8M | 0.54% | 0.21% | -12.1% | Q2 2013 |
| YETI | $25.6M | 0.46% | 0.99% | New | Q3 2025 |
| KRNT | $24.8M | 0.45% | 3.99% | -7.3% | Q3 2016 |
| IT | $22.8M | 0.41% | 0.11% | New | Q3 2025 |
| GEOS | $21.9M | 0.40% | 9.00% | -7.3% | Q1 2015 |
| PAYX | $19.2M | 0.35% | 0.04% | -4.4% | Q2 2013 |
| ZIP | $17.5M | 0.32% | Not reported | -7.9% | Q1 2024 |
| CEVA | $14.3M | 0.26% | 2.25% | -12.9% | Q2 2013 |
| PGNY | $13M | 0.23% | 0.70% | -5.9% | Q1 2024 |
| PRO | $11.5M | 0.21% | 1.04% | -64.2% | Q2 2015 |
| MDXG | $9.66M | 0.17% | 0.93% | +283.0% | Q1 2016 |
| WEAV | $8.45M | 0.15% | 1.62% | New | Q3 2025 |