Filed: 5/15/2024ACC: 0001050442-24-000011
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $5.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$5.48B
Total AUM (reported)
118.58M
Total Shares
Allocation by class
CS$5.48B100.0%
Portfolio Concentration
Top 3$1.55B28.3%
4–10$1.31B23.8%
11–25$1.71B31.2%
Rest$911.58M16.6%
Top 3 weight
28.3%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 118.58M
Sole
Full voting authority
106.73M
shares
% of voting shares90.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.85M
shares
% of voting shares10.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 90.0% of voting shares
Institutional Holdings68
Rows:
SUPER MICRO COMPUTER INC COM
SOLEShares1.02M
TypeSH
Market value$1.03B
18.78%
Sole
968.94K
Shared
0.00
None
50.49K
PURE STORAGE INC CL A
SOLEShares5.62M
TypeSH
Market value$292.27M
5.33%
Sole
4.97M
Shared
0.00
None
654.09K
SOUTHWESTERN ENERGY CO COM
SOLEShares30.62M
TypeSH
Market value$232.12M
4.23%
Sole
27.23M
Shared
0.00
None
3.39M
ALIGN TECHNOLOGY INC
SOLEShares703.94K
TypeSH
Market value$230.84M
4.21%
Sole
612.99K
Shared
0.00
None
90.96K
GARMIN LTD SHS
SOLEShares1.36M
TypeSH
Market value$202.92M
3.70%
Sole
1.19M
Shared
0.00
None
168.76K
PLEXUS CORP COM
SOLEShares2.10M
TypeSH
Market value$199.29M
3.64%
Sole
1.81M
Shared
0.00
None
292.57K
ALARM COM HLDGS INC COM
SOLEShares2.55M
TypeSH
Market value$184.98M
3.37%
Sole
2.27M
Shared
0.00
None
281.07K
ARISTA NETWORKS INC COM
SOLEShares614.62K
TypeSH
Market value$178.23M
3.25%
Sole
523.19K
Shared
0.00
None
91.43K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.74M
TypeSH
Market value$156.50M
2.85%
Sole
1.46M
Shared
0.00
None
285.38K
GENTEX CORP COM
SOLEShares4.22M
TypeSH
Market value$152.30M
2.78%
Sole
3.47M
Shared
0.00
None
744.98K
AKAMAI TECHNOLOGIES COM
SOLEShares1.40M
TypeSH
Market value$151.90M
2.77%
Sole
1.17M
Shared
0.00
None
223.33K
POWER INTEGRATIONS INC COM
SOLEShares2.04M
TypeSH
Market value$145.88M
2.66%
Sole
1.80M
Shared
0.00
None
243.62K
COGNEX CORP COM
SOLEShares3.40M
TypeSH
Market value$144.10M
2.63%
Sole
2.98M
Shared
0.00
None
414.21K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.11M
TypeSH
Market value$143.58M
2.62%
Sole
966.30K
Shared
0.00
None
141.40K
COTERRA ENERGY INC COM
SOLEShares5.01M
TypeSH
Market value$139.75M
2.55%
Sole
4.20M
Shared
0.00
None
814.73K
INTUIT COM
SOLEShares204.44K
TypeSH
Market value$132.88M
2.42%
Sole
181.07K
Shared
0.00
None
23.37K
DOLBY LABORATORIES INC COM CL
SOLEShares1.39M
TypeSH
Market value$116.59M
2.13%
Sole
1.18M
Shared
0.00
None
209.32K
INTERDIGITAL INC COM
SOLEShares1.08M
TypeSH
Market value$115.23M
2.10%
Sole
978.91K
Shared
0.00
None
103.49K
SNAP ON INC COM
SOLEShares361.52K
TypeSH
Market value$107.09M
1.95%
Sole
298.01K
Shared
0.00
None
63.51K
LGI HOMES INC COM
SOLEShares890.86K
TypeSH
Market value$103.67M
1.89%
Sole
807.85K
Shared
0.00
None
83.01K
INTUITIVE SURGICAL INC
SOLEShares256.04K
TypeSH
Market value$102.18M
1.86%
Sole
217.66K
Shared
0.00
None
38.38K
AUTODESK INC COM
SOLEShares349.50K
TypeSH
Market value$91.02M
1.66%
Sole
301.57K
Shared
0.00
None
47.93K
ROYAL CARIBBEAN GROUP
SOLEShares599.52K
TypeSH
Market value$83.34M
1.52%
Sole
526.34K
Shared
0.00
None
73.18K
PROTO LABS INC COM
SOLEShares1.91M
TypeSH
Market value$68.28M
1.25%
Sole
1.64M
Shared
0.00
None
269.56K
GENTHERM INC COM
SOLEShares1.14M
TypeSH
Market value$65.56M
1.20%
Sole
1.05M
Shared
0.00
None
93.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COMSOLE | CS | 1.02M | SH | $1.03B 18.78% | 968.94K | 0.00 | 50.49K |
PURE STORAGE INC CL ASOLE | CS | 5.62M | SH | $292.27M 5.33% | 4.97M | 0.00 | 654.09K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 30.62M | SH | $232.12M 4.23% | 27.23M | 0.00 | 3.39M |
ALIGN TECHNOLOGY INCSOLE | CS | 703.94K | SH | $230.84M 4.21% | 612.99K | 0.00 | 90.96K |
GARMIN LTD SHSSOLE | CS | 1.36M | SH | $202.92M 3.70% | 1.19M | 0.00 | 168.76K |
PLEXUS CORP COMSOLE | CS | 2.10M | SH | $199.29M 3.64% | 1.81M | 0.00 | 292.57K |
ALARM COM HLDGS INC COMSOLE | CS | 2.55M | SH | $184.98M 3.37% | 2.27M | 0.00 | 281.07K |
ARISTA NETWORKS INC COMSOLE | CS | 614.62K | SH | $178.23M 3.25% | 523.19K | 0.00 | 91.43K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.74M | SH | $156.50M 2.85% | 1.46M | 0.00 | 285.38K |
GENTEX CORP COMSOLE | CS | 4.22M | SH | $152.30M 2.78% | 3.47M | 0.00 | 744.98K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.40M | SH | $151.90M 2.77% | 1.17M | 0.00 | 223.33K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.04M | SH | $145.88M 2.66% | 1.80M | 0.00 | 243.62K |
COGNEX CORP COMSOLE | CS | 3.40M | SH | $144.10M 2.63% | 2.98M | 0.00 | 414.21K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.11M | SH | $143.58M 2.62% | 966.30K | 0.00 | 141.40K |
COTERRA ENERGY INC COMSOLE | CS | 5.01M | SH | $139.75M 2.55% | 4.20M | 0.00 | 814.73K |
INTUIT COMSOLE | CS | 204.44K | SH | $132.88M 2.42% | 181.07K | 0.00 | 23.37K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.39M | SH | $116.59M 2.13% | 1.18M | 0.00 | 209.32K |
INTERDIGITAL INC COMSOLE | CS | 1.08M | SH | $115.23M 2.10% | 978.91K | 0.00 | 103.49K |
SNAP ON INC COMSOLE | CS | 361.52K | SH | $107.09M 1.95% | 298.01K | 0.00 | 63.51K |
LGI HOMES INC COMSOLE | CS | 890.86K | SH | $103.67M 1.89% | 807.85K | 0.00 | 83.01K |
INTUITIVE SURGICAL INCSOLE | CS | 256.04K | SH | $102.18M 1.86% | 217.66K | 0.00 | 38.38K |
AUTODESK INC COMSOLE | CS | 349.50K | SH | $91.02M 1.66% | 301.57K | 0.00 | 47.93K |
ROYAL CARIBBEAN GROUPSOLE | CS | 599.52K | SH | $83.34M 1.52% | 526.34K | 0.00 | 73.18K |
PROTO LABS INC COMSOLE | CS | 1.91M | SH | $68.28M 1.25% | 1.64M | 0.00 | 269.56K |
GENTHERM INC COMSOLE | CS | 1.14M | SH | $65.56M 1.20% | 1.05M | 0.00 | 93.53K |
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