Filed: 2/14/2023ACC: 0001050442-23-000002
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $3.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$3.90B
Total AUM (reported)
117.84M
Total Shares
Allocation by class
CS$3.90B100.0%
Portfolio Concentration
Top 3$790.04M20.2%
4–10$1.01B25.8%
11–25$1.34B34.3%
Rest$766.38M19.6%
Top 3 weight
20.2%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 117.84M
Sole
Full voting authority
102.75M
shares
% of voting shares87.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.09M
shares
% of voting shares12.8%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings69
Rows:
SUPER MICRO COMPUTER INC COM
SOLEShares4.51M
TypeSH
Market value$370.34M
9.49%
Sole
3.82M
Shared
0.00
None
689.86K
PLEXUS CORP COM
SOLEShares2.31M
TypeSH
Market value$238.17M
6.10%
Sole
1.95M
Shared
0.00
None
365.88K
SOUTHWESTERN ENERGY CO COM
SOLEShares31.03M
TypeSH
Market value$181.53M
4.65%
Sole
27.33M
Shared
0.00
None
3.70M
POWER INTEGRATIONS INC COM
SOLEShares2.40M
TypeSH
Market value$172.22M
4.41%
Sole
2.02M
Shared
0.00
None
381.89K
MICROCHIP TECHNOLOGY INC COM
SOLEShares2.07M
TypeSH
Market value$145.37M
3.72%
Sole
1.66M
Shared
0.00
None
411.70K
COTERRA ENERGY INC COM
SOLEShares5.77M
TypeSH
Market value$141.65M
3.63%
Sole
4.69M
Shared
0.00
None
1.08M
GARMIN LTD SHS
SOLEShares1.52M
TypeSH
Market value$140.62M
3.60%
Sole
1.30M
Shared
0.00
None
226.94K
PURE STORAGE INC CL A
SOLEShares5.15M
TypeSH
Market value$137.92M
3.53%
Sole
4.44M
Shared
0.00
None
713.27K
AKAMAI TECHNOLOGIES COM
SOLEShares1.62M
TypeSH
Market value$136.29M
3.49%
Sole
1.30M
Shared
0.00
None
312.02K
GENTEX CORP COM
SOLEShares4.87M
TypeSH
Market value$132.69M
3.40%
Sole
3.92M
Shared
0.00
None
944.06K
INTUIT COM
SOLEShares304.73K
TypeSH
Market value$118.61M
3.04%
Sole
258.44K
Shared
0.00
None
46.29K
DOLBY LABORATORIES INC COM CL
SOLEShares1.61M
TypeSH
Market value$113.75M
2.91%
Sole
1.33M
Shared
0.00
None
286.85K
COGNEX CORP COM
SOLEShares2.32M
TypeSH
Market value$109.40M
2.80%
Sole
1.86M
Shared
0.00
None
457.31K
ALIGN TECHNOLOGY INC
SOLEShares511.39K
TypeSH
Market value$107.85M
2.76%
Sole
436.66K
Shared
0.00
None
74.73K
SNAP ON INC COM
SOLEShares429.95K
TypeSH
Market value$98.24M
2.52%
Sole
345.56K
Shared
0.00
None
84.39K
ARISTA NETWORKS INC COM
SOLEShares782.38K
TypeSH
Market value$94.94M
2.43%
Sole
628.42K
Shared
0.00
None
153.96K
ALARM COM HLDGS INC COM
SOLEShares1.92M
TypeSH
Market value$94.80M
2.43%
Sole
1.60M
Shared
0.00
None
318.31K
VIASAT INC COM
SOLEShares2.95M
TypeSH
Market value$93.35M
2.39%
Sole
2.51M
Shared
0.00
None
440.56K
INTUITIVE SURGICAL INC
SOLEShares334.23K
TypeSH
Market value$88.69M
2.27%
Sole
265.86K
Shared
0.00
None
68.37K
AUTODESK INC COM
SOLEShares463.14K
TypeSH
Market value$86.55M
2.22%
Sole
370.17K
Shared
0.00
None
92.98K
LANDSTAR SYS INC COM
SOLEShares523.40K
TypeSH
Market value$85.26M
2.18%
Sole
422.71K
Shared
0.00
None
100.69K
GENTHERM INC COM
SOLEShares1.20M
TypeSH
Market value$78.39M
2.01%
Sole
1.09M
Shared
0.00
None
113.64K
UNDER ARMOUR INC CL A
SOLEShares5.95M
TypeSH
Market value$60.48M
1.55%
Sole
4.80M
Shared
0.00
None
1.15M
SLEEP NUMBER CORPORATION
SOLEShares2.14M
TypeSH
Market value$55.62M
1.43%
Sole
1.88M
Shared
0.00
None
265.41K
PROTO LABS INC COM
SOLEShares2.12M
TypeSH
Market value$54.17M
1.39%
Sole
1.84M
Shared
0.00
None
280.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COMSOLE | CS | 4.51M | SH | $370.34M 9.49% | 3.82M | 0.00 | 689.86K |
PLEXUS CORP COMSOLE | CS | 2.31M | SH | $238.17M 6.10% | 1.95M | 0.00 | 365.88K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 31.03M | SH | $181.53M 4.65% | 27.33M | 0.00 | 3.70M |
POWER INTEGRATIONS INC COMSOLE | CS | 2.40M | SH | $172.22M 4.41% | 2.02M | 0.00 | 381.89K |
MICROCHIP TECHNOLOGY INC COMSOLE | CS | 2.07M | SH | $145.37M 3.72% | 1.66M | 0.00 | 411.70K |
COTERRA ENERGY INC COMSOLE | CS | 5.77M | SH | $141.65M 3.63% | 4.69M | 0.00 | 1.08M |
GARMIN LTD SHSSOLE | CS | 1.52M | SH | $140.62M 3.60% | 1.30M | 0.00 | 226.94K |
PURE STORAGE INC CL ASOLE | CS | 5.15M | SH | $137.92M 3.53% | 4.44M | 0.00 | 713.27K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.62M | SH | $136.29M 3.49% | 1.30M | 0.00 | 312.02K |
GENTEX CORP COMSOLE | CS | 4.87M | SH | $132.69M 3.40% | 3.92M | 0.00 | 944.06K |
INTUIT COMSOLE | CS | 304.73K | SH | $118.61M 3.04% | 258.44K | 0.00 | 46.29K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.61M | SH | $113.75M 2.91% | 1.33M | 0.00 | 286.85K |
COGNEX CORP COMSOLE | CS | 2.32M | SH | $109.40M 2.80% | 1.86M | 0.00 | 457.31K |
ALIGN TECHNOLOGY INCSOLE | CS | 511.39K | SH | $107.85M 2.76% | 436.66K | 0.00 | 74.73K |
SNAP ON INC COMSOLE | CS | 429.95K | SH | $98.24M 2.52% | 345.56K | 0.00 | 84.39K |
ARISTA NETWORKS INC COMSOLE | CS | 782.38K | SH | $94.94M 2.43% | 628.42K | 0.00 | 153.96K |
ALARM COM HLDGS INC COMSOLE | CS | 1.92M | SH | $94.80M 2.43% | 1.60M | 0.00 | 318.31K |
VIASAT INC COMSOLE | CS | 2.95M | SH | $93.35M 2.39% | 2.51M | 0.00 | 440.56K |
INTUITIVE SURGICAL INCSOLE | CS | 334.23K | SH | $88.69M 2.27% | 265.86K | 0.00 | 68.37K |
AUTODESK INC COMSOLE | CS | 463.14K | SH | $86.55M 2.22% | 370.17K | 0.00 | 92.98K |
LANDSTAR SYS INC COMSOLE | CS | 523.40K | SH | $85.26M 2.18% | 422.71K | 0.00 | 100.69K |
GENTHERM INC COMSOLE | CS | 1.20M | SH | $78.39M 2.01% | 1.09M | 0.00 | 113.64K |
UNDER ARMOUR INC CL ASOLE | CS | 5.95M | SH | $60.48M 1.55% | 4.80M | 0.00 | 1.15M |
SLEEP NUMBER CORPORATIONSOLE | CS | 2.14M | SH | $55.62M 1.43% | 1.88M | 0.00 | 265.41K |
PROTO LABS INC COMSOLE | CS | 2.12M | SH | $54.17M 1.39% | 1.84M | 0.00 | 280.28K |
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