Filed: 11/15/2024ACC: 0001050442-24-000028
📋 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 $5.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$5.29B
Total AUM (reported)
141.76M
Total Shares
Allocation by class
CS$5.29B100.0%
Portfolio Concentration
Top 3$1.02B19.2%
4–10$1.37B25.9%
11–25$1.85B34.9%
Rest$1.06B20.0%
Top 3 weight
19.2%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 141.76M
Sole
Full voting authority
128.54M
shares
% of voting shares90.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.22M
shares
% of voting shares9.3%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeSole · 90.7% of voting shares
Institutional Holdings69
Rows:
SUPER MICRO COMPUTER INC COM N
SOLEShares1.04M
TypeSH
Market value$434.50M
8.22%
Sole
991.30K
Shared
0.00
None
52.17K
PLEXUS CORP COM
SOLEShares2.17M
TypeSH
Market value$296.46M
5.61%
Sole
1.87M
Shared
0.00
None
297.01K
PURE STORAGE INC CL A
SOLEShares5.68M
TypeSH
Market value$285.58M
5.40%
Sole
5.09M
Shared
0.00
None
595K
GARMIN LTD SHS
SOLEShares1.40M
TypeSH
Market value$246.62M
4.66%
Sole
1.24M
Shared
0.00
None
158.82K
ARISTA NETWORKS INC COM
SOLEShares613.19K
TypeSH
Market value$235.36M
4.45%
Sole
529.27K
Shared
0.00
None
83.92K
SOUTHWESTERN ENERGY CO COM
SOLEShares31.57M
TypeSH
Market value$224.47M
4.24%
Sole
28.09M
Shared
0.00
None
3.48M
ALIGN TECHNOLOGY INC
SOLEShares753.03K
TypeSH
Market value$191.51M
3.62%
Sole
659.78K
Shared
0.00
None
93.25K
INTERDIGITAL INC COM
SOLEShares1.13M
TypeSH
Market value$160.44M
3.03%
Sole
1.02M
Shared
0.00
None
109.33K
ALARM COM HLDGS INC COM
SOLEShares2.87M
TypeSH
Market value$157.17M
2.97%
Sole
2.58M
Shared
0.00
None
296.14K
COGNEX CORP COM
SOLEShares3.75M
TypeSH
Market value$151.95M
2.87%
Sole
3.32M
Shared
0.00
None
434.39K
AKAMAI TECHNOLOGIES COM
SOLEShares1.50M
TypeSH
Market value$151.40M
2.86%
Sole
1.27M
Shared
0.00
None
230.90K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.18M
TypeSH
Market value$146.98M
2.78%
Sole
1.04M
Shared
0.00
None
147.74K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.82M
TypeSH
Market value$146.12M
2.76%
Sole
1.54M
Shared
0.00
None
277.39K
POWER INTEGRATIONS INC COM
SOLEShares2.11M
TypeSH
Market value$135.40M
2.56%
Sole
1.87M
Shared
0.00
None
236.80K
GENTEX CORP COM
SOLEShares4.49M
TypeSH
Market value$133.42M
2.52%
Sole
3.73M
Shared
0.00
None
766.19K
COTERRA ENERGY INC COM
SOLEShares5.35M
TypeSH
Market value$128.09M
2.42%
Sole
4.51M
Shared
0.00
None
841.78K
INTUIT COM
SOLEShares197.81K
TypeSH
Market value$122.84M
2.32%
Sole
180.68K
Shared
0.00
None
17.13K
INTUITIVE SURGICAL INC
SOLEShares248.21K
TypeSH
Market value$121.94M
2.31%
Sole
218.23K
Shared
0.00
None
29.98K
SEMTECH CORP COM
SOLEShares2.61M
TypeSH
Market value$119.17M
2.25%
Sole
2.32M
Shared
0.00
None
292.41K
DOLBY LABORATORIES INC COM CL
SOLEShares1.47M
TypeSH
Market value$112.21M
2.12%
Sole
1.25M
Shared
0.00
None
216.81K
LGI HOMES INC COM
SOLEShares939.50K
TypeSH
Market value$111.35M
2.11%
Sole
850.98K
Shared
0.00
None
88.53K
SNAP ON INC COM
SOLEShares381.12K
TypeSH
Market value$110.41M
2.09%
Sole
315.16K
Shared
0.00
None
65.96K
ROYAL CARIBBEAN GROUP
SOLEShares591.55K
TypeSH
Market value$104.92M
1.98%
Sole
524.74K
Shared
0.00
None
66.81K
CORE LABORATORIES INC
SOLEShares5.65M
TypeSH
Market value$104.76M
1.98%
Sole
5.11M
Shared
0.00
None
548.53K
AUTODESK INC COM
SOLEShares357.58K
TypeSH
Market value$98.51M
1.86%
Sole
310.31K
Shared
0.00
None
47.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COM NSOLE | CS | 1.04M | SH | $434.50M 8.22% | 991.30K | 0.00 | 52.17K |
PLEXUS CORP COMSOLE | CS | 2.17M | SH | $296.46M 5.61% | 1.87M | 0.00 | 297.01K |
PURE STORAGE INC CL ASOLE | CS | 5.68M | SH | $285.58M 5.40% | 5.09M | 0.00 | 595K |
GARMIN LTD SHSSOLE | CS | 1.40M | SH | $246.62M 4.66% | 1.24M | 0.00 | 158.82K |
ARISTA NETWORKS INC COMSOLE | CS | 613.19K | SH | $235.36M 4.45% | 529.27K | 0.00 | 83.92K |
SOUTHWESTERN ENERGY CO COMSOLE | CS | 31.57M | SH | $224.47M 4.24% | 28.09M | 0.00 | 3.48M |
ALIGN TECHNOLOGY INCSOLE | CS | 753.03K | SH | $191.51M 3.62% | 659.78K | 0.00 | 93.25K |
INTERDIGITAL INC COMSOLE | CS | 1.13M | SH | $160.44M 3.03% | 1.02M | 0.00 | 109.33K |
ALARM COM HLDGS INC COMSOLE | CS | 2.87M | SH | $157.17M 2.97% | 2.58M | 0.00 | 296.14K |
COGNEX CORP COMSOLE | CS | 3.75M | SH | $151.95M 2.87% | 3.32M | 0.00 | 434.39K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.50M | SH | $151.40M 2.86% | 1.27M | 0.00 | 230.90K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.18M | SH | $146.98M 2.78% | 1.04M | 0.00 | 147.74K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.82M | SH | $146.12M 2.76% | 1.54M | 0.00 | 277.39K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.11M | SH | $135.40M 2.56% | 1.87M | 0.00 | 236.80K |
GENTEX CORP COMSOLE | CS | 4.49M | SH | $133.42M 2.52% | 3.73M | 0.00 | 766.19K |
COTERRA ENERGY INC COMSOLE | CS | 5.35M | SH | $128.09M 2.42% | 4.51M | 0.00 | 841.78K |
INTUIT COMSOLE | CS | 197.81K | SH | $122.84M 2.32% | 180.68K | 0.00 | 17.13K |
INTUITIVE SURGICAL INCSOLE | CS | 248.21K | SH | $121.94M 2.31% | 218.23K | 0.00 | 29.98K |
SEMTECH CORP COMSOLE | CS | 2.61M | SH | $119.17M 2.25% | 2.32M | 0.00 | 292.41K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.47M | SH | $112.21M 2.12% | 1.25M | 0.00 | 216.81K |
LGI HOMES INC COMSOLE | CS | 939.50K | SH | $111.35M 2.11% | 850.98K | 0.00 | 88.53K |
SNAP ON INC COMSOLE | CS | 381.12K | SH | $110.41M 2.09% | 315.16K | 0.00 | 65.96K |
ROYAL CARIBBEAN GROUPSOLE | CS | 591.55K | SH | $104.92M 1.98% | 524.74K | 0.00 | 66.81K |
CORE LABORATORIES INCSOLE | CS | 5.65M | SH | $104.76M 1.98% | 5.11M | 0.00 | 548.53K |
AUTODESK INC COMSOLE | CS | 357.58K | SH | $98.51M 1.86% | 310.31K | 0.00 | 47.27K |
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