Filed: 2/17/2026ACC: 0001050442-26-000001
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $5.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$5.22B
Total AUM (reported)
131.75M
Total Shares
Allocation by class
CS$5.22B100.0%
Portfolio Concentration
Top 3$894.16M17.1%
4–10$1.55B29.7%
11–25$1.75B33.6%
Rest$1.02B19.6%
Top 3 weight
17.1%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 131.75M
Sole
Full voting authority
121.43M
shares
% of voting shares92.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.32M
shares
% of voting shares7.8%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 92.2% of voting shares
Institutional Holdings61
Rows:
PURE STORAGE INC CL A
SOLEShares4.90M
TypeSH
Market value$328.18M
6.28%
Sole
4.43M
Shared
0.00
None
470.33K
GARMIN LTD SHS
SOLEShares1.40M
TypeSH
Market value$283.89M
5.43%
Sole
1.26M
Shared
0.00
None
137.45K
SUPER MICRO COMPUTER INC COM N
SOLEShares9.64M
TypeSH
Market value$282.09M
5.40%
Sole
9.09M
Shared
0.00
None
551.35K
EXPAND ENERGY CORPORATION COM
SOLEShares2.55M
TypeSH
Market value$281.40M
5.39%
Sole
2.31M
Shared
0.00
None
242.84K
ARISTA NETWORKS INC COM SHS
SOLEShares1.95M
TypeSH
Market value$255.35M
4.89%
Sole
1.70M
Shared
0.00
None
251.26K
PLEXUS CORP COM
SOLEShares1.59M
TypeSH
Market value$233.85M
4.48%
Sole
1.43M
Shared
0.00
None
159.64K
SEMTECH CORP COM
SOLEShares2.80M
TypeSH
Market value$206.43M
3.95%
Sole
2.52M
Shared
0.00
None
278.37K
VIASAT INC COM
SOLEShares5.93M
TypeSH
Market value$204.20M
3.91%
Sole
5.46M
Shared
0.00
None
467.99K
INTERDIGITAL INC COM
SOLEShares609.15K
TypeSH
Market value$193.94M
3.71%
Sole
546.98K
Shared
0.00
None
62.17K
COTERRA ENERGY INC COM
SOLEShares6.78M
TypeSH
Market value$178.38M
3.41%
Sole
5.97M
Shared
0.00
None
803.66K
ALARM COM HLDGS INC COM
SOLEShares3.42M
TypeSH
Market value$174.36M
3.34%
Sole
3.06M
Shared
0.00
None
357.92K
COGNEX CORP COM
SOLEShares4.66M
TypeSH
Market value$167.50M
3.21%
Sole
4.04M
Shared
0.00
None
617.01K
AKAMAI TECHNOLOGIES COM
SOLEShares1.77M
TypeSH
Market value$154.86M
2.96%
Sole
1.53M
Shared
0.00
None
240.96K
PROTO LABS INC COM
SOLEShares2.67M
TypeSH
Market value$135.26M
2.59%
Sole
2.40M
Shared
0.00
None
275.48K
ALIGN TECHNOLOGY INC
SOLEShares820.93K
TypeSH
Market value$128.19M
2.45%
Sole
728.56K
Shared
0.00
None
92.38K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.79M
TypeSH
Market value$113.76M
2.18%
Sole
1.55M
Shared
0.00
None
237.65K
SNAP ON INC COM
SOLEShares327.75K
TypeSH
Market value$112.94M
2.16%
Sole
285.11K
Shared
0.00
None
42.64K
ZETA GLOBAL HOLDINGS CORP CL A
SOLEShares5.50M
TypeSH
Market value$111.93M
2.14%
Sole
4.88M
Shared
0.00
None
621.48K
GENTEX CORP COM
SOLEShares4.80M
TypeSH
Market value$111.77M
2.14%
Sole
4.15M
Shared
0.00
None
649.83K
STITCH FIX INC COM CL A
SOLEShares19.48M
TypeSH
Market value$102.26M
1.96%
Sole
18.04M
Shared
0.00
None
1.44M
AUTODESK INC COM
SOLEShares321.97K
TypeSH
Market value$95.31M
1.82%
Sole
285.20K
Shared
0.00
None
36.76K
GARTNER INC COM
SOLEShares357.16K
TypeSH
Market value$90.10M
1.72%
Sole
310.52K
Shared
0.00
None
46.64K
DOLBY LABORATORIES INC COM CL
SOLEShares1.34M
TypeSH
Market value$86.21M
1.65%
Sole
1.16M
Shared
0.00
None
182.13K
GENERAC HLDGS INC COM
SOLEShares627.78K
TypeSH
Market value$85.61M
1.64%
Sole
544K
Shared
0.00
None
83.77K
CORE LABORATORIES INC
SOLEShares5.17M
TypeSH
Market value$82.83M
1.59%
Sole
4.67M
Shared
0.00
None
498.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC CL ASOLE | CS | 4.90M | SH | $328.18M 6.28% | 4.43M | 0.00 | 470.33K |
GARMIN LTD SHSSOLE | CS | 1.40M | SH | $283.89M 5.43% | 1.26M | 0.00 | 137.45K |
SUPER MICRO COMPUTER INC COM NSOLE | CS | 9.64M | SH | $282.09M 5.40% | 9.09M | 0.00 | 551.35K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.55M | SH | $281.40M 5.39% | 2.31M | 0.00 | 242.84K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 1.95M | SH | $255.35M 4.89% | 1.70M | 0.00 | 251.26K |
PLEXUS CORP COMSOLE | CS | 1.59M | SH | $233.85M 4.48% | 1.43M | 0.00 | 159.64K |
SEMTECH CORP COMSOLE | CS | 2.80M | SH | $206.43M 3.95% | 2.52M | 0.00 | 278.37K |
VIASAT INC COMSOLE | CS | 5.93M | SH | $204.20M 3.91% | 5.46M | 0.00 | 467.99K |
INTERDIGITAL INC COMSOLE | CS | 609.15K | SH | $193.94M 3.71% | 546.98K | 0.00 | 62.17K |
COTERRA ENERGY INC COMSOLE | CS | 6.78M | SH | $178.38M 3.41% | 5.97M | 0.00 | 803.66K |
ALARM COM HLDGS INC COMSOLE | CS | 3.42M | SH | $174.36M 3.34% | 3.06M | 0.00 | 357.92K |
COGNEX CORP COMSOLE | CS | 4.66M | SH | $167.50M 3.21% | 4.04M | 0.00 | 617.01K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.77M | SH | $154.86M 2.96% | 1.53M | 0.00 | 240.96K |
PROTO LABS INC COMSOLE | CS | 2.67M | SH | $135.26M 2.59% | 2.40M | 0.00 | 275.48K |
ALIGN TECHNOLOGY INCSOLE | CS | 820.93K | SH | $128.19M 2.45% | 728.56K | 0.00 | 92.38K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.79M | SH | $113.76M 2.18% | 1.55M | 0.00 | 237.65K |
SNAP ON INC COMSOLE | CS | 327.75K | SH | $112.94M 2.16% | 285.11K | 0.00 | 42.64K |
ZETA GLOBAL HOLDINGS CORP CL ASOLE | CS | 5.50M | SH | $111.93M 2.14% | 4.88M | 0.00 | 621.48K |
GENTEX CORP COMSOLE | CS | 4.80M | SH | $111.77M 2.14% | 4.15M | 0.00 | 649.83K |
STITCH FIX INC COM CL ASOLE | CS | 19.48M | SH | $102.26M 1.96% | 18.04M | 0.00 | 1.44M |
AUTODESK INC COMSOLE | CS | 321.97K | SH | $95.31M 1.82% | 285.20K | 0.00 | 36.76K |
GARTNER INC COMSOLE | CS | 357.16K | SH | $90.10M 1.72% | 310.52K | 0.00 | 46.64K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.34M | SH | $86.21M 1.65% | 1.16M | 0.00 | 182.13K |
GENERAC HLDGS INC COMSOLE | CS | 627.78K | SH | $85.61M 1.64% | 544K | 0.00 | 83.77K |
CORE LABORATORIES INCSOLE | CS | 5.17M | SH | $82.83M 1.59% | 4.67M | 0.00 | 498.61K |
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