Filed: 5/15/2023ACC: 0001050442-23-000010
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 67 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.
67
Positions
$3.90B
Total AUM (reported)
109.32M
Total Shares
Allocation by class
CS$3.90B100.0%
Portfolio Concentration
Top 3$810.43M20.8%
4–10$997.00M25.6%
11–25$1.34B34.5%
Rest$744.38M19.1%
Top 3 weight
20.8%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 109.32M
Sole
Full voting authority
94.64M
shares
% of voting shares86.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.68M
shares
% of voting shares13.4%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 86.6% of voting shares
Institutional Holdings67
Rows:
SUPER MICRO COMPUTER INC COM
SOLEShares3.97M
TypeSH
Market value$422.67M
10.85%
Sole
3.37M
Shared
0.00
None
599.15K
PLEXUS CORP COM
SOLEShares2.09M
TypeSH
Market value$203.63M
5.23%
Sole
1.71M
Shared
0.00
None
373.60K
POWER INTEGRATIONS INC COM
SOLEShares2.18M
TypeSH
Market value$184.13M
4.73%
Sole
1.80M
Shared
0.00
None
375.35K
ALIGN TECHNOLOGY INC
SOLEShares469.48K
TypeSH
Market value$156.87M
4.03%
Sole
396.58K
Shared
0.00
None
72.90K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.84M
TypeSH
Market value$154.26M
3.96%
Sole
1.44M
Shared
0.00
None
404.93K
PURE STORAGE INC CL A
SOLEShares5.86M
TypeSH
Market value$149.57M
3.84%
Sole
4.87M
Shared
0.00
None
989.91K
SOUTHWESTERN ENERGY CO COM
SOLEShares29.10M
TypeSH
Market value$145.52M
3.73%
Sole
25.41M
Shared
0.00
None
3.70M
GARMIN LTD SHS
SOLEShares1.39M
TypeSH
Market value$140.47M
3.61%
Sole
1.16M
Shared
0.00
None
228.50K
COTERRA ENERGY INC COM
SOLEShares5.13M
TypeSH
Market value$125.78M
3.23%
Sole
4.07M
Shared
0.00
None
1.05M
DOLBY LABORATORIES INC COM CL
SOLEShares1.46M
TypeSH
Market value$124.53M
3.20%
Sole
1.17M
Shared
0.00
None
291.72K
INTUIT COM
SOLEShares273.33K
TypeSH
Market value$121.86M
3.13%
Sole
230.68K
Shared
0.00
None
42.65K
GENTEX CORP COM
SOLEShares4.32M
TypeSH
Market value$121.22M
3.11%
Sole
3.38M
Shared
0.00
None
944.11K
ARISTA NETWORKS INC COM
SOLEShares684.25K
TypeSH
Market value$114.86M
2.95%
Sole
540.27K
Shared
0.00
None
143.98K
AKAMAI TECHNOLOGIES COM
SOLEShares1.44M
TypeSH
Market value$112.83M
2.90%
Sole
1.13M
Shared
0.00
None
314.09K
COGNEX CORP COM
SOLEShares2.07M
TypeSH
Market value$102.78M
2.64%
Sole
1.62M
Shared
0.00
None
457.33K
VIASAT INC COM
SOLEShares2.83M
TypeSH
Market value$95.75M
2.46%
Sole
2.38M
Shared
0.00
None
446.99K
SNAP ON INC COM
SOLEShares376.55K
TypeSH
Market value$92.97M
2.39%
Sole
297.32K
Shared
0.00
None
79.23K
ALARM COM HLDGS INC COM
SOLEShares1.76M
TypeSH
Market value$88.32M
2.27%
Sole
1.44M
Shared
0.00
None
318.31K
LANDSTAR SYS INC COM
SOLEShares464.53K
TypeSH
Market value$83.27M
2.14%
Sole
363.84K
Shared
0.00
None
100.69K
AUTODESK INC COM
SOLEShares397.58K
TypeSH
Market value$82.76M
2.12%
Sole
316.25K
Shared
0.00
None
81.33K
INTUITIVE SURGICAL INC
SOLEShares290.86K
TypeSH
Market value$74.31M
1.91%
Sole
227.23K
Shared
0.00
None
63.63K
GENTHERM INC COM
SOLEShares1.12M
TypeSH
Market value$67.40M
1.73%
Sole
1.01M
Shared
0.00
None
104.59K
PROTO LABS INC COM
SOLEShares2M
TypeSH
Market value$66.17M
1.70%
Sole
1.72M
Shared
0.00
None
280.28K
SLEEP NUMBER CORPORATION
SOLEShares1.99M
TypeSH
Market value$60.39M
1.55%
Sole
1.72M
Shared
0.00
None
265.41K
LGI HOMES INC COM
SOLEShares523.14K
TypeSH
Market value$59.65M
1.53%
Sole
430.14K
Shared
0.00
None
93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COMSOLE | CS | 3.97M | SH | $422.67M 10.85% | 3.37M | 0.00 | 599.15K |
PLEXUS CORP COMSOLE | CS | 2.09M | SH | $203.63M 5.23% | 1.71M | 0.00 | 373.60K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.18M | SH | $184.13M 4.73% | 1.80M | 0.00 | 375.35K |
ALIGN TECHNOLOGY INCSOLE | CS | 469.48K | SH | $156.87M 4.03% | 396.58K | 0.00 | 72.90K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.84M | SH | $154.26M 3.96% | 1.44M | 0.00 | 404.93K |
PURE STORAGE INC CL ASOLE | CS | 5.86M | SH | $149.57M 3.84% | 4.87M | 0.00 | 989.91K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 29.10M | SH | $145.52M 3.73% | 25.41M | 0.00 | 3.70M |
GARMIN LTD SHSSOLE | CS | 1.39M | SH | $140.47M 3.61% | 1.16M | 0.00 | 228.50K |
COTERRA ENERGY INC COMSOLE | CS | 5.13M | SH | $125.78M 3.23% | 4.07M | 0.00 | 1.05M |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.46M | SH | $124.53M 3.20% | 1.17M | 0.00 | 291.72K |
INTUIT COMSOLE | CS | 273.33K | SH | $121.86M 3.13% | 230.68K | 0.00 | 42.65K |
GENTEX CORP COMSOLE | CS | 4.32M | SH | $121.22M 3.11% | 3.38M | 0.00 | 944.11K |
ARISTA NETWORKS INC COMSOLE | CS | 684.25K | SH | $114.86M 2.95% | 540.27K | 0.00 | 143.98K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.44M | SH | $112.83M 2.90% | 1.13M | 0.00 | 314.09K |
COGNEX CORP COMSOLE | CS | 2.07M | SH | $102.78M 2.64% | 1.62M | 0.00 | 457.33K |
VIASAT INC COMSOLE | CS | 2.83M | SH | $95.75M 2.46% | 2.38M | 0.00 | 446.99K |
SNAP ON INC COMSOLE | CS | 376.55K | SH | $92.97M 2.39% | 297.32K | 0.00 | 79.23K |
ALARM COM HLDGS INC COMSOLE | CS | 1.76M | SH | $88.32M 2.27% | 1.44M | 0.00 | 318.31K |
LANDSTAR SYS INC COMSOLE | CS | 464.53K | SH | $83.27M 2.14% | 363.84K | 0.00 | 100.69K |
AUTODESK INC COMSOLE | CS | 397.58K | SH | $82.76M 2.12% | 316.25K | 0.00 | 81.33K |
INTUITIVE SURGICAL INCSOLE | CS | 290.86K | SH | $74.31M 1.91% | 227.23K | 0.00 | 63.63K |
GENTHERM INC COMSOLE | CS | 1.12M | SH | $67.40M 1.73% | 1.01M | 0.00 | 104.59K |
PROTO LABS INC COMSOLE | CS | 2M | SH | $66.17M 1.70% | 1.72M | 0.00 | 280.28K |
SLEEP NUMBER CORPORATIONSOLE | CS | 1.99M | SH | $60.39M 1.55% | 1.72M | 0.00 | 265.41K |
LGI HOMES INC COMSOLE | CS | 523.14K | SH | $59.65M 1.53% | 430.14K | 0.00 | 93K |
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