Filed: 8/14/2025ACC: 0001050442-25-000021
📋 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 $5.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$5.23B
Total AUM (reported)
131.91M
Total Shares
Allocation by class
CS$5.23B100.0%
Portfolio Concentration
Top 3$1.10B21.0%
4–10$1.50B28.7%
11–25$1.69B32.3%
Rest$944.24M18.1%
Top 3 weight
21.0%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 131.91M
Sole
Full voting authority
121.03M
shares
% of voting shares91.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.88M
shares
% of voting shares8.2%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeSole · 91.8% of voting shares
Institutional Holdings64
Rows:
SUPER MICRO COMPUTER INC COM N
SOLEShares9.73M
TypeSH
Market value$476.91M
9.12%
Sole
9.18M
Shared
0.00
None
551.36K
PURE STORAGE INC CL A
SOLEShares5.46M
TypeSH
Market value$314.25M
6.01%
Sole
4.96M
Shared
0.00
None
502.22K
EXPAND ENERGY CORPORATION COM
SOLEShares2.62M
TypeSH
Market value$306.70M
5.87%
Sole
2.37M
Shared
0.00
None
249.03K
GARMIN LTD SHS
SOLEShares1.42M
TypeSH
Market value$296.25M
5.67%
Sole
1.28M
Shared
0.00
None
135.03K
PLEXUS CORP COM
SOLEShares1.65M
TypeSH
Market value$222.79M
4.26%
Sole
1.49M
Shared
0.00
None
159.64K
INTERDIGITAL INC COM
SOLEShares960.63K
TypeSH
Market value$215.40M
4.12%
Sole
871.51K
Shared
0.00
None
89.13K
ARISTA NETWORKS INC COM SHS
SOLEShares2.03M
TypeSH
Market value$207.85M
3.97%
Sole
1.78M
Shared
0.00
None
251.57K
ALARM COM HLDGS INC COM
SOLEShares3.49M
TypeSH
Market value$197.53M
3.78%
Sole
3.13M
Shared
0.00
None
357.93K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares2.61M
TypeSH
Market value$183.75M
3.51%
Sole
2.26M
Shared
0.00
None
351.75K
COTERRA ENERGY INC COM
SOLEShares6.91M
TypeSH
Market value$175.39M
3.35%
Sole
6.11M
Shared
0.00
None
803.67K
ALIGN TECHNOLOGY INC
SOLEShares844.99K
TypeSH
Market value$159.98M
3.06%
Sole
752.61K
Shared
0.00
None
92.38K
COGNEX CORP COM
SOLEShares4.77M
TypeSH
Market value$151.26M
2.89%
Sole
4.15M
Shared
0.00
None
617.02K
AKAMAI TECHNOLOGIES COM
SOLEShares1.84M
TypeSH
Market value$146.66M
2.80%
Sole
1.60M
Shared
0.00
None
240.97K
SEMTECH CORP COM
SOLEShares2.89M
TypeSH
Market value$130.66M
2.50%
Sole
2.61M
Shared
0.00
None
285.15K
SNAP ON INC COM
SOLEShares389.19K
TypeSH
Market value$121.11M
2.32%
Sole
340.54K
Shared
0.00
None
48.65K
POWER INTEGRATIONS INC COM
SOLEShares2.06M
TypeSH
Market value$115.20M
2.20%
Sole
1.86M
Shared
0.00
None
205.49K
DOLBY LABORATORIES INC COM CL
SOLEShares1.54M
TypeSH
Market value$114.27M
2.19%
Sole
1.36M
Shared
0.00
None
182.13K
PROTO LABS INC COM
SOLEShares2.72M
TypeSH
Market value$108.99M
2.08%
Sole
2.45M
Shared
0.00
None
275.48K
GENTEX CORP COM
SOLEShares4.92M
TypeSH
Market value$108.25M
2.07%
Sole
4.27M
Shared
0.00
None
649.85K
AUTODESK INC COM
SOLEShares340.86K
TypeSH
Market value$105.52M
2.02%
Sole
304.10K
Shared
0.00
None
36.76K
GENERAC HLDGS INC COM
SOLEShares640.52K
TypeSH
Market value$91.73M
1.75%
Sole
556.74K
Shared
0.00
None
83.78K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.17M
TypeSH
Market value$88.59M
1.69%
Sole
1.03M
Shared
0.00
None
140.94K
VIASAT INC COM
SOLEShares5.85M
TypeSH
Market value$85.34M
1.63%
Sole
5.38M
Shared
0.00
None
468K
INTUIT COM
SOLEShares105.13K
TypeSH
Market value$82.80M
1.58%
Sole
96.84K
Shared
0.00
None
8.29K
TAKE-TWO INTERACTIVE SOFTWARE
SOLEShares320.81K
TypeSH
Market value$77.91M
1.49%
Sole
283.22K
Shared
0.00
None
37.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COM NSOLE | CS | 9.73M | SH | $476.91M 9.12% | 9.18M | 0.00 | 551.36K |
PURE STORAGE INC CL ASOLE | CS | 5.46M | SH | $314.25M 6.01% | 4.96M | 0.00 | 502.22K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.62M | SH | $306.70M 5.87% | 2.37M | 0.00 | 249.03K |
GARMIN LTD SHSSOLE | CS | 1.42M | SH | $296.25M 5.67% | 1.28M | 0.00 | 135.03K |
PLEXUS CORP COMSOLE | CS | 1.65M | SH | $222.79M 4.26% | 1.49M | 0.00 | 159.64K |
INTERDIGITAL INC COMSOLE | CS | 960.63K | SH | $215.40M 4.12% | 871.51K | 0.00 | 89.13K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 2.03M | SH | $207.85M 3.97% | 1.78M | 0.00 | 251.57K |
ALARM COM HLDGS INC COMSOLE | CS | 3.49M | SH | $197.53M 3.78% | 3.13M | 0.00 | 357.93K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 2.61M | SH | $183.75M 3.51% | 2.26M | 0.00 | 351.75K |
COTERRA ENERGY INC COMSOLE | CS | 6.91M | SH | $175.39M 3.35% | 6.11M | 0.00 | 803.67K |
ALIGN TECHNOLOGY INCSOLE | CS | 844.99K | SH | $159.98M 3.06% | 752.61K | 0.00 | 92.38K |
COGNEX CORP COMSOLE | CS | 4.77M | SH | $151.26M 2.89% | 4.15M | 0.00 | 617.02K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.84M | SH | $146.66M 2.80% | 1.60M | 0.00 | 240.97K |
SEMTECH CORP COMSOLE | CS | 2.89M | SH | $130.66M 2.50% | 2.61M | 0.00 | 285.15K |
SNAP ON INC COMSOLE | CS | 389.19K | SH | $121.11M 2.32% | 340.54K | 0.00 | 48.65K |
POWER INTEGRATIONS INC COMSOLE | CS | 2.06M | SH | $115.20M 2.20% | 1.86M | 0.00 | 205.49K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.54M | SH | $114.27M 2.19% | 1.36M | 0.00 | 182.13K |
PROTO LABS INC COMSOLE | CS | 2.72M | SH | $108.99M 2.08% | 2.45M | 0.00 | 275.48K |
GENTEX CORP COMSOLE | CS | 4.92M | SH | $108.25M 2.07% | 4.27M | 0.00 | 649.85K |
AUTODESK INC COMSOLE | CS | 340.86K | SH | $105.52M 2.02% | 304.10K | 0.00 | 36.76K |
GENERAC HLDGS INC COMSOLE | CS | 640.52K | SH | $91.73M 1.75% | 556.74K | 0.00 | 83.78K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.17M | SH | $88.59M 1.69% | 1.03M | 0.00 | 140.94K |
VIASAT INC COMSOLE | CS | 5.85M | SH | $85.34M 1.63% | 5.38M | 0.00 | 468K |
INTUIT COMSOLE | CS | 105.13K | SH | $82.80M 1.58% | 96.84K | 0.00 | 8.29K |
TAKE-TWO INTERACTIVE SOFTWARESOLE | CS | 320.81K | SH | $77.91M 1.49% | 283.22K | 0.00 | 37.59K |
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