Filed: 11/14/2025ACC: 0001050442-25-000034
📋 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 $5.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$5.52B
Total AUM (reported)
125.14M
Total Shares
Allocation by class
CS$5.52B100.0%
Portfolio Concentration
Top 3$1.23B22.2%
4–10$1.62B29.4%
11–25$1.72B31.2%
Rest$950.03M17.2%
Top 3 weight
22.2%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 125.14M
Sole
Full voting authority
114.92M
shares
% of voting shares91.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.22M
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
SOLEShares9.48M
TypeSH
Market value$454.54M
8.23%
Sole
8.93M
Shared
0.00
None
551.36K
PURE STORAGE INC CL A
SOLEShares5.16M
TypeSH
Market value$432.47M
7.84%
Sole
4.66M
Shared
0.00
None
502.22K
GARMIN LTD SHS
SOLEShares1.38M
TypeSH
Market value$339.00M
6.14%
Sole
1.24M
Shared
0.00
None
135.02K
ARISTA NETWORKS INC COM SHS
SOLEShares1.92M
TypeSH
Market value$280.24M
5.08%
Sole
1.67M
Shared
0.00
None
251.55K
INTERDIGITAL INC COM
SOLEShares790.94K
TypeSH
Market value$273.06M
4.95%
Sole
705.38K
Shared
0.00
None
85.56K
EXPAND ENERGY CORPORATION COM
SOLEShares2.49M
TypeSH
Market value$264.93M
4.80%
Sole
2.24M
Shared
0.00
None
249.03K
PLEXUS CORP COM
SOLEShares1.55M
TypeSH
Market value$224.79M
4.07%
Sole
1.39M
Shared
0.00
None
159.64K
COGNEX CORP COM
SOLEShares4.60M
TypeSH
Market value$208.59M
3.78%
Sole
3.99M
Shared
0.00
None
617.02K
SEMTECH CORP COM
SOLEShares2.73M
TypeSH
Market value$195.01M
3.53%
Sole
2.44M
Shared
0.00
None
285.15K
ALARM COM HLDGS INC COM
SOLEShares3.33M
TypeSH
Market value$176.87M
3.20%
Sole
2.97M
Shared
0.00
None
357.93K
VIASAT INC COM
SOLEShares5.73M
TypeSH
Market value$167.77M
3.04%
Sole
5.26M
Shared
0.00
None
468K
COTERRA ENERGY INC COM
SOLEShares6.68M
TypeSH
Market value$157.87M
2.86%
Sole
5.87M
Shared
0.00
None
803.67K
GENTEX CORP COM
SOLEShares4.74M
TypeSH
Market value$134.05M
2.43%
Sole
4.09M
Shared
0.00
None
649.85K
AKAMAI TECHNOLOGIES COM
SOLEShares1.74M
TypeSH
Market value$132.14M
2.39%
Sole
1.50M
Shared
0.00
None
240.97K
PROTO LABS INC COM
SOLEShares2.59M
TypeSH
Market value$129.70M
2.35%
Sole
2.32M
Shared
0.00
None
275.48K
ZETA GLOBAL HOLDINGS CORP CL A
SOLEShares6.11M
TypeSH
Market value$121.50M
2.20%
Sole
5.50M
Shared
0.00
None
617.16K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.78M
TypeSH
Market value$114.48M
2.07%
Sole
1.54M
Shared
0.00
None
237.66K
SNAP ON INC COM
SOLEShares326.02K
TypeSH
Market value$112.98M
2.05%
Sole
283.41K
Shared
0.00
None
42.62K
GENERAC HLDGS INC COM
SOLEShares618.21K
TypeSH
Market value$103.49M
1.87%
Sole
534.44K
Shared
0.00
None
83.78K
AUTODESK INC COM
SOLEShares320.78K
TypeSH
Market value$101.90M
1.85%
Sole
284.01K
Shared
0.00
None
36.76K
ALIGN TECHNOLOGY INC
SOLEShares803.98K
TypeSH
Market value$100.67M
1.82%
Sole
711.60K
Shared
0.00
None
92.38K
DOLBY LABORATORIES INC COM CL
SOLEShares1.37M
TypeSH
Market value$99.40M
1.80%
Sole
1.19M
Shared
0.00
None
182.13K
SPS COMM INC COM
SOLEShares792.47K
TypeSH
Market value$82.53M
1.50%
Sole
709.66K
Shared
0.00
None
82.82K
FLOOR & DECOR HLDGS INC CL A
SOLEShares1.12M
TypeSH
Market value$82.51M
1.49%
Sole
978.58K
Shared
0.00
None
140.94K
TAKE-TWO INTERACTIVE SOFTWARE
SOLEShares306.35K
TypeSH
Market value$79.15M
1.43%
Sole
268.76K
Shared
0.00
None
37.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER MICRO COMPUTER INC COM NSOLE | CS | 9.48M | SH | $454.54M 8.23% | 8.93M | 0.00 | 551.36K |
PURE STORAGE INC CL ASOLE | CS | 5.16M | SH | $432.47M 7.84% | 4.66M | 0.00 | 502.22K |
GARMIN LTD SHSSOLE | CS | 1.38M | SH | $339.00M 6.14% | 1.24M | 0.00 | 135.02K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 1.92M | SH | $280.24M 5.08% | 1.67M | 0.00 | 251.55K |
INTERDIGITAL INC COMSOLE | CS | 790.94K | SH | $273.06M 4.95% | 705.38K | 0.00 | 85.56K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.49M | SH | $264.93M 4.80% | 2.24M | 0.00 | 249.03K |
PLEXUS CORP COMSOLE | CS | 1.55M | SH | $224.79M 4.07% | 1.39M | 0.00 | 159.64K |
COGNEX CORP COMSOLE | CS | 4.60M | SH | $208.59M 3.78% | 3.99M | 0.00 | 617.02K |
SEMTECH CORP COMSOLE | CS | 2.73M | SH | $195.01M 3.53% | 2.44M | 0.00 | 285.15K |
ALARM COM HLDGS INC COMSOLE | CS | 3.33M | SH | $176.87M 3.20% | 2.97M | 0.00 | 357.93K |
VIASAT INC COMSOLE | CS | 5.73M | SH | $167.77M 3.04% | 5.26M | 0.00 | 468K |
COTERRA ENERGY INC COMSOLE | CS | 6.68M | SH | $157.87M 2.86% | 5.87M | 0.00 | 803.67K |
GENTEX CORP COMSOLE | CS | 4.74M | SH | $134.05M 2.43% | 4.09M | 0.00 | 649.85K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.74M | SH | $132.14M 2.39% | 1.50M | 0.00 | 240.97K |
PROTO LABS INC COMSOLE | CS | 2.59M | SH | $129.70M 2.35% | 2.32M | 0.00 | 275.48K |
ZETA GLOBAL HOLDINGS CORP CL ASOLE | CS | 6.11M | SH | $121.50M 2.20% | 5.50M | 0.00 | 617.16K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.78M | SH | $114.48M 2.07% | 1.54M | 0.00 | 237.66K |
SNAP ON INC COMSOLE | CS | 326.02K | SH | $112.98M 2.05% | 283.41K | 0.00 | 42.62K |
GENERAC HLDGS INC COMSOLE | CS | 618.21K | SH | $103.49M 1.87% | 534.44K | 0.00 | 83.78K |
AUTODESK INC COMSOLE | CS | 320.78K | SH | $101.90M 1.85% | 284.01K | 0.00 | 36.76K |
ALIGN TECHNOLOGY INCSOLE | CS | 803.98K | SH | $100.67M 1.82% | 711.60K | 0.00 | 92.38K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.37M | SH | $99.40M 1.80% | 1.19M | 0.00 | 182.13K |
SPS COMM INC COMSOLE | CS | 792.47K | SH | $82.53M 1.50% | 709.66K | 0.00 | 82.82K |
FLOOR & DECOR HLDGS INC CL ASOLE | CS | 1.12M | SH | $82.51M 1.49% | 978.58K | 0.00 | 140.94K |
TAKE-TWO INTERACTIVE SOFTWARESOLE | CS | 306.35K | SH | $79.15M 1.43% | 268.76K | 0.00 | 37.59K |
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