Filed: 2/14/2025ACC: 0001050442-25-000007
📋 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 $5.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$5.26B
Total AUM (reported)
118.26M
Total Shares
Allocation by class
CS$5.26B100.0%
Portfolio Concentration
Top 3$911.18M17.3%
4–10$1.48B28.1%
11–25$1.85B35.2%
Rest$1.02B19.4%
Top 3 weight
17.3%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 118.26M
Sole
Full voting authority
106.96M
shares
% of voting shares90.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.30M
shares
% of voting shares9.6%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 90.4% of voting shares
Institutional Holdings65
Rows:
PURE STORAGE INC CL A
SOLEShares5.63M
TypeSH
Market value$345.82M
6.58%
Sole
5.03M
Shared
0.00
None
595.21K
GARMIN LTD SHS
SOLEShares1.42M
TypeSH
Market value$292.90M
5.57%
Sole
1.26M
Shared
0.00
None
158.89K
EXPAND ENERGY CORPORATION COM
SOLEShares2.74M
TypeSH
Market value$272.47M
5.18%
Sole
2.44M
Shared
0.00
None
301.88K
ARISTA NETWORKS INC COM SHS
SOLEShares2.41M
TypeSH
Market value$265.86M
5.06%
Sole
2.07M
Shared
0.00
None
335.68K
PLEXUS CORP COM
SOLEShares1.68M
TypeSH
Market value$262.43M
4.99%
Sole
1.49M
Shared
0.00
None
182.79K
SUPER MICRO COMPUTER INC COM N
SOLEShares7.39M
TypeSH
Market value$225.27M
4.28%
Sole
7.07M
Shared
0.00
None
320.09K
INTERDIGITAL INC COM
SOLEShares1.11M
TypeSH
Market value$215.99M
4.11%
Sole
1.01M
Shared
0.00
None
109.36K
ALARM COM HLDGS INC COM
SOLEShares2.94M
TypeSH
Market value$178.85M
3.40%
Sole
2.63M
Shared
0.00
None
307.38K
SEMTECH CORP COM
SOLEShares2.69M
TypeSH
Market value$166.56M
3.17%
Sole
2.40M
Shared
0.00
None
292.50K
ALIGN TECHNOLOGY INC
SOLEShares787.60K
TypeSH
Market value$164.22M
3.12%
Sole
694.30K
Shared
0.00
None
93.30K
AKAMAI TECHNOLOGIES COM
SOLEShares1.61M
TypeSH
Market value$154.00M
2.93%
Sole
1.38M
Shared
0.00
None
231.02K
COTERRA ENERGY INC COM
SOLEShares5.61M
TypeSH
Market value$143.33M
2.73%
Sole
4.77M
Shared
0.00
None
842.15K
GENTEX CORP COM
SOLEShares4.78M
TypeSH
Market value$137.41M
2.61%
Sole
4.02M
Shared
0.00
None
766.58K
COGNEX CORP COM
SOLEShares3.81M
TypeSH
Market value$136.50M
2.60%
Sole
3.36M
Shared
0.00
None
449.48K
ROYAL CARIBBEAN GROUP
SOLEShares583.40K
TypeSH
Market value$134.59M
2.56%
Sole
516.59K
Shared
0.00
None
66.81K
SNAP ON INC COM
SOLEShares396.11K
TypeSH
Market value$134.47M
2.56%
Sole
330.11K
Shared
0.00
None
65.99K
POWER INTEGRATIONS INC COM
SOLEShares2.10M
TypeSH
Market value$129.56M
2.46%
Sole
1.86M
Shared
0.00
None
236.89K
INTUITIVE SURGICAL INC
SOLEShares243.64K
TypeSH
Market value$127.17M
2.42%
Sole
213.67K
Shared
0.00
None
29.98K
INTUIT COM
SOLEShares194.22K
TypeSH
Market value$122.07M
2.32%
Sole
177.09K
Shared
0.00
None
17.13K
DOLBY LABORATORIES INC COM CL
SOLEShares1.53M
TypeSH
Market value$119.40M
2.27%
Sole
1.31M
Shared
0.00
None
216.91K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.20M
TypeSH
Market value$119.27M
2.27%
Sole
1.05M
Shared
0.00
None
150.35K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.87M
TypeSH
Market value$107.21M
2.04%
Sole
1.59M
Shared
0.00
None
277.51K
AUTODESK INC COM
SOLEShares355.80K
TypeSH
Market value$105.16M
2.00%
Sole
308.52K
Shared
0.00
None
47.28K
CORE LABORATORIES INC
SOLEShares5.50M
TypeSH
Market value$95.27M
1.81%
Sole
4.95M
Shared
0.00
None
548.69K
PROTO LABS INC COM
SOLEShares2.17M
TypeSH
Market value$84.97M
1.62%
Sole
1.89M
Shared
0.00
None
279.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC CL ASOLE | CS | 5.63M | SH | $345.82M 6.58% | 5.03M | 0.00 | 595.21K |
GARMIN LTD SHSSOLE | CS | 1.42M | SH | $292.90M 5.57% | 1.26M | 0.00 | 158.89K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.74M | SH | $272.47M 5.18% | 2.44M | 0.00 | 301.88K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 2.41M | SH | $265.86M 5.06% | 2.07M | 0.00 | 335.68K |
PLEXUS CORP COMSOLE | CS | 1.68M | SH | $262.43M 4.99% | 1.49M | 0.00 | 182.79K |
SUPER MICRO COMPUTER INC COM NSOLE | CS | 7.39M | SH | $225.27M 4.28% | 7.07M | 0.00 | 320.09K |
INTERDIGITAL INC COMSOLE | CS | 1.11M | SH | $215.99M 4.11% | 1.01M | 0.00 | 109.36K |
ALARM COM HLDGS INC COMSOLE | CS | 2.94M | SH | $178.85M 3.40% | 2.63M | 0.00 | 307.38K |
SEMTECH CORP COMSOLE | CS | 2.69M | SH | $166.56M 3.17% | 2.40M | 0.00 | 292.50K |
ALIGN TECHNOLOGY INCSOLE | CS | 787.60K | SH | $164.22M 3.12% | 694.30K | 0.00 | 93.30K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.61M | SH | $154.00M 2.93% | 1.38M | 0.00 | 231.02K |
COTERRA ENERGY INC COMSOLE | CS | 5.61M | SH | $143.33M 2.73% | 4.77M | 0.00 | 842.15K |
GENTEX CORP COMSOLE | CS | 4.78M | SH | $137.41M 2.61% | 4.02M | 0.00 | 766.58K |
COGNEX CORP COMSOLE | CS | 3.81M | SH | $136.50M 2.60% | 3.36M | 0.00 | 449.48K |
ROYAL CARIBBEAN GROUPSOLE | CS | 583.40K | SH | $134.59M 2.56% | 516.59K | 0.00 | 66.81K |
SNAP ON INC COMSOLE | CS | 396.11K | SH | $134.47M 2.56% | 330.11K | 0.00 | 65.99K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.10M | SH | $129.56M 2.46% | 1.86M | 0.00 | 236.89K |
INTUITIVE SURGICAL INCSOLE | CS | 243.64K | SH | $127.17M 2.42% | 213.67K | 0.00 | 29.98K |
INTUIT COMSOLE | CS | 194.22K | SH | $122.07M 2.32% | 177.09K | 0.00 | 17.13K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.53M | SH | $119.40M 2.27% | 1.31M | 0.00 | 216.91K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.20M | SH | $119.27M 2.27% | 1.05M | 0.00 | 150.35K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.87M | SH | $107.21M 2.04% | 1.59M | 0.00 | 277.51K |
AUTODESK INC COMSOLE | CS | 355.80K | SH | $105.16M 2.00% | 308.52K | 0.00 | 47.28K |
CORE LABORATORIES INCSOLE | CS | 5.50M | SH | $95.27M 1.81% | 4.95M | 0.00 | 548.69K |
PROTO LABS INC COMSOLE | CS | 2.17M | SH | $84.97M 1.62% | 1.89M | 0.00 | 279.76K |
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