Filed: 11/15/2023ACC: 0001050442-23-000014
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $4.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$4.20B
Total AUM (reported)
106.75M
Total Shares
Allocation by class
CS$4.20B100.0%
Portfolio Concentration
Top 3$1.17B27.8%
4–10$1.05B24.9%
11–25$1.29B30.6%
Rest$697.63M16.6%
Top 3 weight
27.8%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 106.75M
Sole
Full voting authority
95.09M
shares
% of voting shares89.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.66M
shares
% of voting shares10.9%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 89.1% of voting shares
Institutional Holdings65
Rows:
SUPER MICRO COMPUTER INC COM
SOLEShares2.83M
TypeSH
Market value$776.39M
18.47%
Sole
2.62M
Shared
0.00
None
213.94K
PURE STORAGE INC CL A
SOLEShares5.71M
TypeSH
Market value$203.49M
4.84%
Sole
4.92M
Shared
0.00
None
787.78K
PLEXUS CORP COM
SOLEShares2.04M
TypeSH
Market value$190.07M
4.52%
Sole
1.74M
Shared
0.00
None
305.67K
SOUTHWESTERN ENERGY CO COM
SOLEShares29.42M
TypeSH
Market value$189.73M
4.51%
Sole
26.20M
Shared
0.00
None
3.21M
POWER INTEGRATIONS INC COM
SOLEShares2.07M
TypeSH
Market value$158.04M
3.76%
Sole
1.78M
Shared
0.00
None
291.88K
AKAMAI TECHNOLOGIES COM
SOLEShares1.40M
TypeSH
Market value$148.64M
3.54%
Sole
1.14M
Shared
0.00
None
256.28K
GARMIN LTD SHS
SOLEShares1.36M
TypeSH
Market value$142.93M
3.40%
Sole
1.17M
Shared
0.00
None
184.68K
ALIGN TECHNOLOGY INC
SOLEShares449.04K
TypeSH
Market value$137.10M
3.26%
Sole
391.78K
Shared
0.00
None
57.26K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.75M
TypeSH
Market value$136.36M
3.24%
Sole
1.44M
Shared
0.00
None
310.93K
GENTEX CORP COM
SOLEShares4.14M
TypeSH
Market value$134.72M
3.21%
Sole
3.36M
Shared
0.00
None
777.66K
INTUIT COM
SOLEShares262.28K
TypeSH
Market value$134.01M
3.19%
Sole
227K
Shared
0.00
None
35.28K
COTERRA ENERGY INC COM
SOLEShares4.89M
TypeSH
Market value$132.16M
3.14%
Sole
4.06M
Shared
0.00
None
823.12K
ARISTA NETWORKS INC COM
SOLEShares642.99K
TypeSH
Market value$118.27M
2.81%
Sole
531.86K
Shared
0.00
None
111.13K
DOLBY LABORATORIES INC COM CL
SOLEShares1.38M
TypeSH
Market value$109.76M
2.61%
Sole
1.15M
Shared
0.00
None
230.96K
ALARM COM HLDGS INC COM
SOLEShares1.74M
TypeSH
Market value$106.15M
2.53%
Sole
1.48M
Shared
0.00
None
260.04K
SNAP ON INC COM
SOLEShares355.08K
TypeSH
Market value$90.57M
2.15%
Sole
293.25K
Shared
0.00
None
61.84K
COGNEX CORP COM
SOLEShares1.95M
TypeSH
Market value$82.64M
1.97%
Sole
1.60M
Shared
0.00
None
349.44K
INTUITIVE SURGICAL INC
SOLEShares270.45K
TypeSH
Market value$79.05M
1.88%
Sole
222.48K
Shared
0.00
None
47.98K
AUTODESK INC COM
SOLEShares373.14K
TypeSH
Market value$77.21M
1.84%
Sole
308.41K
Shared
0.00
None
64.73K
ROYAL CARIBBEAN GROUP
SOLEShares715.01K
TypeSH
Market value$65.88M
1.57%
Sole
615.26K
Shared
0.00
None
99.75K
FLOOR & DECOR HLDGS INC CL A
SOLEShares698.88K
TypeSH
Market value$63.25M
1.50%
Sole
581.39K
Shared
0.00
None
117.49K
GENTHERM INC COM
SOLEShares1.09M
TypeSH
Market value$59.23M
1.41%
Sole
1.02M
Shared
0.00
None
76.44K
LANDSTAR SYS INC COM
SOLEShares332.38K
TypeSH
Market value$58.81M
1.40%
Sole
276.08K
Shared
0.00
None
56.29K
VIASAT INC COM
SOLEShares3.05M
TypeSH
Market value$56.38M
1.34%
Sole
2.66M
Shared
0.00
None
393.06K
INTERDIGITAL INC COM
SOLEShares677.23K
TypeSH
Market value$54.34M
1.29%
Sole
585.86K
Shared
0.00
None
91.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COMSOLE | CS | 2.83M | SH | $776.39M 18.47% | 2.62M | 0.00 | 213.94K |
PURE STORAGE INC CL ASOLE | CS | 5.71M | SH | $203.49M 4.84% | 4.92M | 0.00 | 787.78K |
PLEXUS CORP COMSOLE | CS | 2.04M | SH | $190.07M 4.52% | 1.74M | 0.00 | 305.67K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 29.42M | SH | $189.73M 4.51% | 26.20M | 0.00 | 3.21M |
POWER INTEGRATIONS INC COMSOLE | CS | 2.07M | SH | $158.04M 3.76% | 1.78M | 0.00 | 291.88K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.40M | SH | $148.64M 3.54% | 1.14M | 0.00 | 256.28K |
GARMIN LTD SHSSOLE | CS | 1.36M | SH | $142.93M 3.40% | 1.17M | 0.00 | 184.68K |
ALIGN TECHNOLOGY INCSOLE | CS | 449.04K | SH | $137.10M 3.26% | 391.78K | 0.00 | 57.26K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.75M | SH | $136.36M 3.24% | 1.44M | 0.00 | 310.93K |
GENTEX CORP COMSOLE | CS | 4.14M | SH | $134.72M 3.21% | 3.36M | 0.00 | 777.66K |
INTUIT COMSOLE | CS | 262.28K | SH | $134.01M 3.19% | 227K | 0.00 | 35.28K |
COTERRA ENERGY INC COMSOLE | CS | 4.89M | SH | $132.16M 3.14% | 4.06M | 0.00 | 823.12K |
ARISTA NETWORKS INC COMSOLE | CS | 642.99K | SH | $118.27M 2.81% | 531.86K | 0.00 | 111.13K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.38M | SH | $109.76M 2.61% | 1.15M | 0.00 | 230.96K |
ALARM COM HLDGS INC COMSOLE | CS | 1.74M | SH | $106.15M 2.53% | 1.48M | 0.00 | 260.04K |
SNAP ON INC COMSOLE | CS | 355.08K | SH | $90.57M 2.15% | 293.25K | 0.00 | 61.84K |
COGNEX CORP COMSOLE | CS | 1.95M | SH | $82.64M 1.97% | 1.60M | 0.00 | 349.44K |
INTUITIVE SURGICAL INCSOLE | CS | 270.45K | SH | $79.05M 1.88% | 222.48K | 0.00 | 47.98K |
AUTODESK INC COMSOLE | CS | 373.14K | SH | $77.21M 1.84% | 308.41K | 0.00 | 64.73K |
ROYAL CARIBBEAN GROUPSOLE | CS | 715.01K | SH | $65.88M 1.57% | 615.26K | 0.00 | 99.75K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 698.88K | SH | $63.25M 1.50% | 581.39K | 0.00 | 117.49K |
GENTHERM INC COMSOLE | CS | 1.09M | SH | $59.23M 1.41% | 1.02M | 0.00 | 76.44K |
LANDSTAR SYS INC COMSOLE | CS | 332.38K | SH | $58.81M 1.40% | 276.08K | 0.00 | 56.29K |
VIASAT INC COMSOLE | CS | 3.05M | SH | $56.38M 1.34% | 2.66M | 0.00 | 393.06K |
INTERDIGITAL INC COMSOLE | CS | 677.23K | SH | $54.34M 1.29% | 585.86K | 0.00 | 91.36K |
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