Filed: 5/15/2026ACC: 0001050442-26-000011
📋 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 $4.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$4.89B
Total AUM (reported)
120.48M
Total Shares
Allocation by class
CS$4.89B100.0%
Portfolio Concentration
Top 3$887.15M18.2%
4–10$1.54B31.5%
11–25$1.59B32.6%
Rest$866.20M17.7%
Top 3 weight
18.2%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 120.48M
Sole
Full voting authority
114.79M
shares
% of voting shares95.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.69M
shares
% of voting shares4.7%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 95.3% of voting shares
Institutional Holdings61
Rows:
GARMIN LTD SHS
SOLEShares1.33M
TypeSH
Market value$308.91M
6.32%
Sole
1.25M
Shared
0.00
None
77.23K
PLEXUS CORP COM
SOLEShares1.49M
TypeSH
Market value$302.72M
6.19%
Sole
1.40M
Shared
0.00
None
91.56K
EVERPURE INC CL A
SOLEShares4.67M
TypeSH
Market value$275.53M
5.64%
Sole
4.38M
Shared
0.00
None
285.76K
EXPAND ENERGY CORPORATION COM
SOLEShares2.37M
TypeSH
Market value$260.54M
5.33%
Sole
2.27M
Shared
0.00
None
106.74K
VIASAT INC COM
SOLEShares5.66M
TypeSH
Market value$259.26M
5.31%
Sole
5.41M
Shared
0.00
None
248.58K
COTERRA ENERGY INC COM
SOLEShares6.40M
TypeSH
Market value$224.72M
4.60%
Sole
5.93M
Shared
0.00
None
460.69K
ARISTA NETWORKS INC COM SHS
SOLEShares1.81M
TypeSH
Market value$222.35M
4.55%
Sole
1.67M
Shared
0.00
None
144.58K
COGNEX CORP COM
SOLEShares4.32M
TypeSH
Market value$211.74M
4.33%
Sole
4M
Shared
0.00
None
326.61K
AKAMAI TECHNOLOGIES COM
SOLEShares1.66M
TypeSH
Market value$190.51M
3.90%
Sole
1.53M
Shared
0.00
None
127.39K
SEMTECH CORP COM
SOLEShares2.21M
TypeSH
Market value$169.68M
3.47%
Sole
2.08M
Shared
0.00
None
129.50K
INTERDIGITAL INC COM
SOLEShares556.79K
TypeSH
Market value$168.15M
3.44%
Sole
521K
Shared
0.00
None
35.79K
PROTO LABS INC COM
SOLEShares2.50M
TypeSH
Market value$142.40M
2.91%
Sole
2.35M
Shared
0.00
None
145.54K
ALARM COM HLDGS INC COM
SOLEShares3.27M
TypeSH
Market value$141.19M
2.89%
Sole
3.06M
Shared
0.00
None
205.61K
ALIGN TECHNOLOGY INC
SOLEShares775.83K
TypeSH
Market value$133.00M
2.72%
Sole
728.97K
Shared
0.00
None
46.85K
SUPER MICRO COMPUTER INC COM N
SOLEShares4.99M
TypeSH
Market value$113.56M
2.32%
Sole
4.80M
Shared
0.00
None
184.12K
GENERAC HLDGS INC COM
SOLEShares580.93K
TypeSH
Market value$113.47M
2.32%
Sole
536.58K
Shared
0.00
None
44.35K
SNAP ON INC COM
SOLEShares307.85K
TypeSH
Market value$111.82M
2.29%
Sole
283.06K
Shared
0.00
None
24.79K
POWER INTEGRATIONS INC COM
SOLEShares1.96M
TypeSH
Market value$100.31M
2.05%
Sole
1.84M
Shared
0.00
None
117.76K
GENTEX CORP COM
SOLEShares4.52M
TypeSH
Market value$98.76M
2.02%
Sole
4.15M
Shared
0.00
None
368.79K
ZETA GLOBAL HOLDINGS CORP CL A
SOLEShares6.15M
TypeSH
Market value$97.96M
2.00%
Sole
5.79M
Shared
0.00
None
358.96K
CORE LABORATORIES INC
SOLEShares4.94M
TypeSH
Market value$82.89M
1.70%
Sole
4.65M
Shared
0.00
None
283.48K
MICROCHIP TECHNOLOGY INC. COM
SOLEShares1.25M
TypeSH
Market value$80.49M
1.65%
Sole
1.14M
Shared
0.00
None
102.60K
DOLBY LABORATORIES INC COM CL
SOLEShares1.27M
TypeSH
Market value$76.14M
1.56%
Sole
1.16M
Shared
0.00
None
105.65K
AUTODESK INC COM
SOLEShares301.76K
TypeSH
Market value$72.24M
1.48%
Sole
279.57K
Shared
0.00
None
22.19K
STITCH FIX INC COM CL A
SOLEShares18.74M
TypeSH
Market value$62.02M
1.27%
Sole
17.93M
Shared
0.00
None
805.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GARMIN LTD SHSSOLE | CS | 1.33M | SH | $308.91M 6.32% | 1.25M | 0.00 | 77.23K |
PLEXUS CORP COMSOLE | CS | 1.49M | SH | $302.72M 6.19% | 1.40M | 0.00 | 91.56K |
EVERPURE INC CL ASOLE | CS | 4.67M | SH | $275.53M 5.64% | 4.38M | 0.00 | 285.76K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.37M | SH | $260.54M 5.33% | 2.27M | 0.00 | 106.74K |
VIASAT INC COMSOLE | CS | 5.66M | SH | $259.26M 5.31% | 5.41M | 0.00 | 248.58K |
COTERRA ENERGY INC COMSOLE | CS | 6.40M | SH | $224.72M 4.60% | 5.93M | 0.00 | 460.69K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 1.81M | SH | $222.35M 4.55% | 1.67M | 0.00 | 144.58K |
COGNEX CORP COMSOLE | CS | 4.32M | SH | $211.74M 4.33% | 4M | 0.00 | 326.61K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.66M | SH | $190.51M 3.90% | 1.53M | 0.00 | 127.39K |
SEMTECH CORP COMSOLE | CS | 2.21M | SH | $169.68M 3.47% | 2.08M | 0.00 | 129.50K |
INTERDIGITAL INC COMSOLE | CS | 556.79K | SH | $168.15M 3.44% | 521K | 0.00 | 35.79K |
PROTO LABS INC COMSOLE | CS | 2.50M | SH | $142.40M 2.91% | 2.35M | 0.00 | 145.54K |
ALARM COM HLDGS INC COMSOLE | CS | 3.27M | SH | $141.19M 2.89% | 3.06M | 0.00 | 205.61K |
ALIGN TECHNOLOGY INCSOLE | CS | 775.83K | SH | $133.00M 2.72% | 728.97K | 0.00 | 46.85K |
SUPER MICRO COMPUTER INC COM NSOLE | CS | 4.99M | SH | $113.56M 2.32% | 4.80M | 0.00 | 184.12K |
GENERAC HLDGS INC COMSOLE | CS | 580.93K | SH | $113.47M 2.32% | 536.58K | 0.00 | 44.35K |
SNAP ON INC COMSOLE | CS | 307.85K | SH | $111.82M 2.29% | 283.06K | 0.00 | 24.79K |
POWER INTEGRATIONS INC COMSOLE | CS | 1.96M | SH | $100.31M 2.05% | 1.84M | 0.00 | 117.76K |
GENTEX CORP COMSOLE | CS | 4.52M | SH | $98.76M 2.02% | 4.15M | 0.00 | 368.79K |
ZETA GLOBAL HOLDINGS CORP CL ASOLE | CS | 6.15M | SH | $97.96M 2.00% | 5.79M | 0.00 | 358.96K |
CORE LABORATORIES INCSOLE | CS | 4.94M | SH | $82.89M 1.70% | 4.65M | 0.00 | 283.48K |
MICROCHIP TECHNOLOGY INC. COMSOLE | CS | 1.25M | SH | $80.49M 1.65% | 1.14M | 0.00 | 102.60K |
DOLBY LABORATORIES INC COM CLSOLE | CS | 1.27M | SH | $76.14M 1.56% | 1.16M | 0.00 | 105.65K |
AUTODESK INC COMSOLE | CS | 301.76K | SH | $72.24M 1.48% | 279.57K | 0.00 | 22.19K |
STITCH FIX INC COM CL ASOLE | CS | 18.74M | SH | $62.02M 1.27% | 17.93M | 0.00 | 805.38K |
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