Filed: 11/15/2022ACC: 0001050442-22-000014
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $3.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$3.60M
Total AUM (reported)
117.26M
Total Shares
Allocation by class
CS$3.60M100.0%
Portfolio Concentration
Top 3$640.9K17.8%
4–10$948.2K26.3%
11–25$1.29M36.0%
Rest$717.4K19.9%
Top 3 weight
17.8%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 117.26M
Sole
Full voting authority
102.07M
shares
% of voting shares87.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.19M
shares
% of voting shares13.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 87.0% of voting shares
Institutional Holdings72
Rows:
SUPER MICRO COMPUTER INC COM
SOLEShares4.55M
TypeSH
Market value$250.5K
6.96%
Sole
3.85M
Shared
0.00
None
702.58K
PLEXUS CORP COM
SOLEShares2.29M
TypeSH
Market value$200.6K
5.57%
Sole
1.93M
Shared
0.00
None
365.88K
SOUTHWESTERN ENERGY CO COM
SOLEShares31.01M
TypeSH
Market value$189.8K
5.27%
Sole
27.32M
Shared
0.00
None
3.70M
POWER INTEGRATIONS INC COM
SOLEShares2.40M
TypeSH
Market value$154.6K
4.29%
Sole
2.02M
Shared
0.00
None
381.89K
COTERRA ENERGY INC
SOLEShares5.72M
TypeSH
Market value$149.3K
4.15%
Sole
4.64M
Shared
0.00
None
1.08M
PURE STORAGE INC CL A
SOLEShares5.12M
TypeSH
Market value$140.0K
3.89%
Sole
4.40M
Shared
0.00
None
713.27K
AKAMAI TECHNOLOGIES COM
SOLEShares1.62M
TypeSH
Market value$129.8K
3.60%
Sole
1.30M
Shared
0.00
None
312.02K
MICROCHIP TECHNOLOGY INC COM
SOLEShares2.08M
TypeSH
Market value$126.9K
3.52%
Sole
1.67M
Shared
0.00
None
411.70K
ALARM COM HLDGS INC COM
SOLEShares1.94M
TypeSH
Market value$125.6K
3.49%
Sole
1.62M
Shared
0.00
None
318.31K
GARMIN LTD SHS
SOLEShares1.52M
TypeSH
Market value$122.0K
3.39%
Sole
1.29M
Shared
0.00
None
226.94K
INTUIT COM
SOLEShares305.25K
TypeSH
Market value$118.2K
3.28%
Sole
258.96K
Shared
0.00
None
46.29K
GENTEX CORP COM
SOLEShares4.87M
TypeSH
Market value$116.0K
3.22%
Sole
3.92M
Shared
0.00
None
944.06K
ALIGN TECHNOLOGY INC
SOLEShares512.73K
TypeSH
Market value$106.2K
2.95%
Sole
438K
Shared
0.00
None
74.73K
DOLBY LABORATORIES INC COM CL
SOLEShares1.61M
TypeSH
Market value$105.2K
2.92%
Sole
1.33M
Shared
0.00
None
286.85K
COGNEX CORP COM
SOLEShares2.33M
TypeSH
Market value$96.7K
2.69%
Sole
1.88M
Shared
0.00
None
457.31K
VIASAT INC COM
SOLEShares2.94M
TypeSH
Market value$88.8K
2.47%
Sole
2.50M
Shared
0.00
None
440.56K
ARISTA NETWORKS INC COM
SOLEShares784.11K
TypeSH
Market value$88.5K
2.46%
Sole
630.14K
Shared
0.00
None
153.96K
AUTODESK INC COM
SOLEShares466.04K
TypeSH
Market value$87.1K
2.42%
Sole
373.06K
Shared
0.00
None
92.98K
SNAP ON INC COM
SOLEShares430.65K
TypeSH
Market value$86.7K
2.41%
Sole
346.26K
Shared
0.00
None
84.39K
LANDSTAR SYS INC COM
SOLEShares522.03K
TypeSH
Market value$75.4K
2.09%
Sole
421.35K
Shared
0.00
None
100.69K
SLEEP NUMBER CORPORATION
SOLEShares2.14M
TypeSH
Market value$72.2K
2.01%
Sole
1.87M
Shared
0.00
None
265.41K
PROTO LABS INC COM
SOLEShares1.94M
TypeSH
Market value$70.6K
1.96%
Sole
1.66M
Shared
0.00
None
280.28K
INTUITIVE SURGICAL INC
SOLEShares337.60K
TypeSH
Market value$63.3K
1.76%
Sole
269.24K
Shared
0.00
None
68.37K
OPEN TEXT CORP COM
SOLEShares2.30M
TypeSH
Market value$60.8K
1.69%
Sole
2.01M
Shared
0.00
None
289K
GENTHERM INC COM
SOLEShares1.19M
TypeSH
Market value$59.2K
1.64%
Sole
1.08M
Shared
0.00
None
113.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COMSOLE | CS | 4.55M | SH | $250.5K 6.96% | 3.85M | 0.00 | 702.58K |
PLEXUS CORP COMSOLE | CS | 2.29M | SH | $200.6K 5.57% | 1.93M | 0.00 | 365.88K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 31.01M | SH | $189.8K 5.27% | 27.32M | 0.00 | 3.70M |
POWER INTEGRATIONS INC COMSOLE | CS | 2.40M | SH | $154.6K 4.29% | 2.02M | 0.00 | 381.89K |
COTERRA ENERGY INCSOLE | CS | 5.72M | SH | $149.3K 4.15% | 4.64M | 0.00 | 1.08M |
PURE STORAGE INC CL ASOLE | CS | 5.12M | SH | $140.0K 3.89% | 4.40M | 0.00 | 713.27K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.62M | SH | $129.8K 3.60% | 1.30M | 0.00 | 312.02K |
MICROCHIP TECHNOLOGY INC COMSOLE | CS | 2.08M | SH | $126.9K 3.52% | 1.67M | 0.00 | 411.70K |
ALARM COM HLDGS INC COMSOLE | CS | 1.94M | SH | $125.6K 3.49% | 1.62M | 0.00 | 318.31K |
GARMIN LTD SHSSOLE | CS | 1.52M | SH | $122.0K 3.39% | 1.29M | 0.00 | 226.94K |
INTUIT COMSOLE | CS | 305.25K | SH | $118.2K 3.28% | 258.96K | 0.00 | 46.29K |
GENTEX CORP COMSOLE | CS | 4.87M | SH | $116.0K 3.22% | 3.92M | 0.00 | 944.06K |
ALIGN TECHNOLOGY INCSOLE | CS | 512.73K | SH | $106.2K 2.95% | 438K | 0.00 | 74.73K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.61M | SH | $105.2K 2.92% | 1.33M | 0.00 | 286.85K |
COGNEX CORP COMSOLE | CS | 2.33M | SH | $96.7K 2.69% | 1.88M | 0.00 | 457.31K |
VIASAT INC COMSOLE | CS | 2.94M | SH | $88.8K 2.47% | 2.50M | 0.00 | 440.56K |
ARISTA NETWORKS INC COMSOLE | CS | 784.11K | SH | $88.5K 2.46% | 630.14K | 0.00 | 153.96K |
AUTODESK INC COMSOLE | CS | 466.04K | SH | $87.1K 2.42% | 373.06K | 0.00 | 92.98K |
SNAP ON INC COMSOLE | CS | 430.65K | SH | $86.7K 2.41% | 346.26K | 0.00 | 84.39K |
LANDSTAR SYS INC COMSOLE | CS | 522.03K | SH | $75.4K 2.09% | 421.35K | 0.00 | 100.69K |
SLEEP NUMBER CORPORATIONSOLE | CS | 2.14M | SH | $72.2K 2.01% | 1.87M | 0.00 | 265.41K |
PROTO LABS INC COMSOLE | CS | 1.94M | SH | $70.6K 1.96% | 1.66M | 0.00 | 280.28K |
INTUITIVE SURGICAL INCSOLE | CS | 337.60K | SH | $63.3K 1.76% | 269.24K | 0.00 | 68.37K |
OPEN TEXT CORP COMSOLE | CS | 2.30M | SH | $60.8K 1.69% | 2.01M | 0.00 | 289K |
GENTHERM INC COMSOLE | CS | 1.19M | SH | $59.2K 1.64% | 1.08M | 0.00 | 113.64K |
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