Filed: 5/15/2025ACC: 0001050442-25-000009
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $4.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$4.83B
Total AUM (reported)
131.63M
Total Shares
Allocation by class
CS$4.83B100.0%
Portfolio Concentration
Top 3$891.25M18.4%
4–10$1.36B28.1%
11–25$1.58B32.7%
Rest$1.00B20.8%
Top 3 weight
18.4%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 131.63M
Sole
Full voting authority
120.44M
shares
% of voting shares91.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.20M
shares
% of voting shares8.5%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeSole · 91.5% of voting shares
Institutional Holdings64
Rows:
GARMIN LTD SHS
SOLEShares1.41M
TypeSH
Market value$307.05M
6.36%
Sole
1.28M
Shared
0.00
None
131.36K
EXPAND ENERGY CORPORATION COM
SOLEShares2.68M
TypeSH
Market value$298.30M
6.17%
Sole
2.43M
Shared
0.00
None
249.03K
SUPER MICRO COMPUTER INC COM N
SOLEShares8.35M
TypeSH
Market value$285.89M
5.92%
Sole
7.92M
Shared
0.00
None
433.91K
PURE STORAGE INC CL A
SOLEShares5.49M
TypeSH
Market value$242.83M
5.03%
Sole
4.98M
Shared
0.00
None
502.22K
INTERDIGITAL INC COM
SOLEShares1.08M
TypeSH
Market value$224.19M
4.64%
Sole
992.17K
Shared
0.00
None
92.19K
PLEXUS CORP COM
SOLEShares1.65M
TypeSH
Market value$211.58M
4.38%
Sole
1.49M
Shared
0.00
None
159.31K
COTERRA ENERGY INC COM
SOLEShares6.95M
TypeSH
Market value$200.72M
4.15%
Sole
6.14M
Shared
0.00
None
801.96K
ALARM COM HLDGS INC COM
SOLEShares3.39M
TypeSH
Market value$188.62M
3.90%
Sole
3.03M
Shared
0.00
None
357.15K
AKAMAI TECHNOLOGIES COM
SOLEShares1.85M
TypeSH
Market value$148.96M
3.08%
Sole
1.61M
Shared
0.00
None
240.49K
COGNEX CORP COM
SOLEShares4.73M
TypeSH
Market value$141.03M
2.92%
Sole
4.11M
Shared
0.00
None
615.28K
ALIGN TECHNOLOGY INC
SOLEShares837.23K
TypeSH
Market value$133.00M
2.75%
Sole
745.02K
Shared
0.00
None
92.21K
SNAP ON INC COM
SOLEShares394.31K
TypeSH
Market value$132.89M
2.75%
Sole
344.23K
Shared
0.00
None
50.09K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares2.65M
TypeSH
Market value$128.17M
2.65%
Sole
2.30M
Shared
0.00
None
351.75K
ARISTA NETWORKS INC COM SHS
SOLEShares1.62M
TypeSH
Market value$125.24M
2.59%
Sole
1.43M
Shared
0.00
None
182.43K
DOLBY LABORATORIES INC COM CL
SOLEShares1.55M
TypeSH
Market value$124.24M
2.57%
Sole
1.37M
Shared
0.00
None
181.68K
GENTEX CORP COM
SOLEShares4.93M
TypeSH
Market value$114.79M
2.38%
Sole
4.28M
Shared
0.00
None
648.38K
INTUIT COM
SOLEShares179K
TypeSH
Market value$109.90M
2.27%
Sole
168.91K
Shared
0.00
None
10.08K
POWER INTEGRATIONS INC COM
SOLEShares2.08M
TypeSH
Market value$104.87M
2.17%
Sole
1.87M
Shared
0.00
None
205.05K
SEMTECH CORP COM
SOLEShares2.78M
TypeSH
Market value$95.58M
1.98%
Sole
2.49M
Shared
0.00
None
284.41K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.18M
TypeSH
Market value$95.06M
1.97%
Sole
1.04M
Shared
0.00
None
140.59K
PROTO LABS INC COM
SOLEShares2.67M
TypeSH
Market value$93.58M
1.94%
Sole
2.40M
Shared
0.00
None
274.89K
AUTODESK INC COM
SOLEShares343.76K
TypeSH
Market value$90.00M
1.86%
Sole
306.99K
Shared
0.00
None
36.76K
CORE LABORATORIES INC
SOLEShares5.49M
TypeSH
Market value$82.32M
1.70%
Sole
4.99M
Shared
0.00
None
497.65K
GENERAC HLDGS INC COM
SOLEShares643.67K
TypeSH
Market value$81.52M
1.69%
Sole
560.13K
Shared
0.00
None
83.54K
TAKE-TWO INTERACTIVE SOFTWARE
SOLEShares322.79K
TypeSH
Market value$66.90M
1.38%
Sole
285.21K
Shared
0.00
None
37.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GARMIN LTD SHSSOLE | CS | 1.41M | SH | $307.05M 6.36% | 1.28M | 0.00 | 131.36K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.68M | SH | $298.30M 6.17% | 2.43M | 0.00 | 249.03K |
SUPER MICRO COMPUTER INC COM NSOLE | CS | 8.35M | SH | $285.89M 5.92% | 7.92M | 0.00 | 433.91K |
PURE STORAGE INC CL ASOLE | CS | 5.49M | SH | $242.83M 5.03% | 4.98M | 0.00 | 502.22K |
INTERDIGITAL INC COMSOLE | CS | 1.08M | SH | $224.19M 4.64% | 992.17K | 0.00 | 92.19K |
PLEXUS CORP COMSOLE | CS | 1.65M | SH | $211.58M 4.38% | 1.49M | 0.00 | 159.31K |
COTERRA ENERGY INC COMSOLE | CS | 6.95M | SH | $200.72M 4.15% | 6.14M | 0.00 | 801.96K |
ALARM COM HLDGS INC COMSOLE | CS | 3.39M | SH | $188.62M 3.90% | 3.03M | 0.00 | 357.15K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.85M | SH | $148.96M 3.08% | 1.61M | 0.00 | 240.49K |
COGNEX CORP COMSOLE | CS | 4.73M | SH | $141.03M 2.92% | 4.11M | 0.00 | 615.28K |
ALIGN TECHNOLOGY INCSOLE | CS | 837.23K | SH | $133.00M 2.75% | 745.02K | 0.00 | 92.21K |
SNAP ON INC COMSOLE | CS | 394.31K | SH | $132.89M 2.75% | 344.23K | 0.00 | 50.09K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 2.65M | SH | $128.17M 2.65% | 2.30M | 0.00 | 351.75K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 1.62M | SH | $125.24M 2.59% | 1.43M | 0.00 | 182.43K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.55M | SH | $124.24M 2.57% | 1.37M | 0.00 | 181.68K |
GENTEX CORP COMSOLE | CS | 4.93M | SH | $114.79M 2.38% | 4.28M | 0.00 | 648.38K |
INTUIT COMSOLE | CS | 179K | SH | $109.90M 2.27% | 168.91K | 0.00 | 10.08K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.08M | SH | $104.87M 2.17% | 1.87M | 0.00 | 205.05K |
SEMTECH CORP COMSOLE | CS | 2.78M | SH | $95.58M 1.98% | 2.49M | 0.00 | 284.41K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.18M | SH | $95.06M 1.97% | 1.04M | 0.00 | 140.59K |
PROTO LABS INC COMSOLE | CS | 2.67M | SH | $93.58M 1.94% | 2.40M | 0.00 | 274.89K |
AUTODESK INC COMSOLE | CS | 343.76K | SH | $90.00M 1.86% | 306.99K | 0.00 | 36.76K |
CORE LABORATORIES INCSOLE | CS | 5.49M | SH | $82.32M 1.70% | 4.99M | 0.00 | 497.65K |
GENERAC HLDGS INC COMSOLE | CS | 643.67K | SH | $81.52M 1.69% | 560.13K | 0.00 | 83.54K |
TAKE-TWO INTERACTIVE SOFTWARESOLE | CS | 322.79K | SH | $66.90M 1.38% | 285.21K | 0.00 | 37.59K |
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