Filed: 8/14/2026ACC: 0001050442-26-000021
📋 What this filing means
DISCIPLINED GROWTH INVESTORS INC /MN filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $5.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$5.91B
Total AUM (reported)
121.11M
Total Shares
Allocation by class
CS$5.91B100.0%
Portfolio Concentration
Top 3$1.23B20.7%
4–10$1.69B28.7%
11–25$1.90B32.1%
Rest$1.09B18.4%
Top 3 weight
20.7%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 121.11M
Sole
Full voting authority
115.54M
shares
% of voting shares95.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.57M
shares
% of voting shares4.6%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 95.4% of voting shares
Institutional Holdings58
Rows:
PLEXUS CORP COM
SOLEShares1.44M
TypeSH
Market value$433.25M
7.34%
Sole
1.36M
Shared
0.00
None
82.74K
VIASAT INC COM
SOLEShares4.74M
TypeSH
Market value$425.86M
7.21%
Sole
4.54M
Shared
0.00
None
197.01K
EVERPURE INC CL A
SOLEShares4.65M
TypeSH
Market value$366.12M
6.20%
Sole
4.37M
Shared
0.00
None
274.21K
GARMIN LTD SHS
SOLEShares1.33M
TypeSH
Market value$315.18M
5.34%
Sole
1.25M
Shared
0.00
None
71.98K
ARISTA NETWORKS INC COM SHS
SOLEShares1.79M
TypeSH
Market value$303.80M
5.14%
Sole
1.65M
Shared
0.00
None
135.22K
COGNEX CORP COM
SOLEShares4.14M
TypeSH
Market value$299.80M
5.08%
Sole
3.83M
Shared
0.00
None
304.96K
EXPAND ENERGY CORPORATION COM
SOLEShares2.35M
TypeSH
Market value$214.02M
3.62%
Sole
2.25M
Shared
0.00
None
100.96K
PROTO LABS INC COM
SOLEShares2.38M
TypeSH
Market value$194.04M
3.29%
Sole
2.24M
Shared
0.00
None
135.67K
AKAMAI TECHNOLOGIES COM
SOLEShares1.64M
TypeSH
Market value$193.30M
3.27%
Sole
1.51M
Shared
0.00
None
122.31K
DEVON ENERGY CORP NEW COM
SOLEShares4.22M
TypeSH
Market value$174.35M
2.95%
Sole
3.93M
Shared
0.00
None
291.05K
ALARM COM HLDGS INC COM
SOLEShares3.59M
TypeSH
Market value$167.52M
2.84%
Sole
3.38M
Shared
0.00
None
208.09K
GENERAC HLDGS INC COM
SOLEShares558.57K
TypeSH
Market value$163.55M
2.77%
Sole
518.63K
Shared
0.00
None
39.94K
POWER INTEGRATIONS INC COM
SOLEShares1.89M
TypeSH
Market value$158.46M
2.68%
Sole
1.78M
Shared
0.00
None
107.98K
SEMTECH CORP COM
SOLEShares955.03K
TypeSH
Market value$154.57M
2.62%
Sole
903.72K
Shared
0.00
None
51.31K
INTERDIGITAL INC COM
SOLEShares510.10K
TypeSH
Market value$144.42M
2.45%
Sole
480.08K
Shared
0.00
None
30.02K
ZETA GLOBAL HOLDINGS CORP CL A
SOLEShares6.76M
TypeSH
Market value$133.06M
2.25%
Sole
6.39M
Shared
0.00
None
369.02K
ALIGN TECHNOLOGY INC
SOLEShares783.18K
TypeSH
Market value$132.09M
2.24%
Sole
735.74K
Shared
0.00
None
47.44K
SNAP ON INC COM
SOLEShares305.18K
TypeSH
Market value$122.80M
2.08%
Sole
282.05K
Shared
0.00
None
23.13K
SPS COMM INC COM
SOLEShares2.12M
TypeSH
Market value$121.42M
2.06%
Sole
2M
Shared
0.00
None
127.08K
GENTEX CORP COM
SOLEShares4.56M
TypeSH
Market value$115.27M
1.95%
Sole
4.19M
Shared
0.00
None
371.26K
SHARKNINJA INC COM SHS
SOLEShares715.72K
TypeSH
Market value$108.98M
1.85%
Sole
659.08K
Shared
0.00
None
56.64K
DOUBLEVERIFY HLDGS INC COM
SOLEShares9.69M
TypeSH
Market value$105.03M
1.78%
Sole
9.14M
Shared
0.00
None
549.38K
GITLAB, INC
SOLEShares3.31M
TypeSH
Market value$101.01M
1.71%
Sole
3.13M
Shared
0.00
None
174.16K
MONDAY.COM LTD
SOLEShares1.26M
TypeSH
Market value$91.45M
1.55%
Sole
1.20M
Shared
0.00
None
64.79K
SUPER MICRO COMPUTER INC COM N
SOLEShares2.66M
TypeSH
Market value$78.12M
1.32%
Sole
2.66M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PLEXUS CORP COMSOLE | CS | 1.44M | SH | $433.25M 7.34% | 1.36M | 0.00 | 82.74K |
VIASAT INC COMSOLE | CS | 4.74M | SH | $425.86M 7.21% | 4.54M | 0.00 | 197.01K |
EVERPURE INC CL ASOLE | CS | 4.65M | SH | $366.12M 6.20% | 4.37M | 0.00 | 274.21K |
GARMIN LTD SHSSOLE | CS | 1.33M | SH | $315.18M 5.34% | 1.25M | 0.00 | 71.98K |
ARISTA NETWORKS INC COM SHSSOLE | CS | 1.79M | SH | $303.80M 5.14% | 1.65M | 0.00 | 135.22K |
COGNEX CORP COMSOLE | CS | 4.14M | SH | $299.80M 5.08% | 3.83M | 0.00 | 304.96K |
EXPAND ENERGY CORPORATION COMSOLE | CS | 2.35M | SH | $214.02M 3.62% | 2.25M | 0.00 | 100.96K |
PROTO LABS INC COMSOLE | CS | 2.38M | SH | $194.04M 3.29% | 2.24M | 0.00 | 135.67K |
AKAMAI TECHNOLOGIES COMSOLE | CS | 1.64M | SH | $193.30M 3.27% | 1.51M | 0.00 | 122.31K |
DEVON ENERGY CORP NEW COMSOLE | CS | 4.22M | SH | $174.35M 2.95% | 3.93M | 0.00 | 291.05K |
ALARM COM HLDGS INC COMSOLE | CS | 3.59M | SH | $167.52M 2.84% | 3.38M | 0.00 | 208.09K |
GENERAC HLDGS INC COMSOLE | CS | 558.57K | SH | $163.55M 2.77% | 518.63K | 0.00 | 39.94K |
POWER INTEGRATIONS INC COMSOLE | CS | 1.89M | SH | $158.46M 2.68% | 1.78M | 0.00 | 107.98K |
SEMTECH CORP COMSOLE | CS | 955.03K | SH | $154.57M 2.62% | 903.72K | 0.00 | 51.31K |
INTERDIGITAL INC COMSOLE | CS | 510.10K | SH | $144.42M 2.45% | 480.08K | 0.00 | 30.02K |
ZETA GLOBAL HOLDINGS CORP CL ASOLE | CS | 6.76M | SH | $133.06M 2.25% | 6.39M | 0.00 | 369.02K |
ALIGN TECHNOLOGY INCSOLE | CS | 783.18K | SH | $132.09M 2.24% | 735.74K | 0.00 | 47.44K |
SNAP ON INC COMSOLE | CS | 305.18K | SH | $122.80M 2.08% | 282.05K | 0.00 | 23.13K |
SPS COMM INC COMSOLE | CS | 2.12M | SH | $121.42M 2.06% | 2M | 0.00 | 127.08K |
GENTEX CORP COMSOLE | CS | 4.56M | SH | $115.27M 1.95% | 4.19M | 0.00 | 371.26K |
SHARKNINJA INC COM SHSSOLE | CS | 715.72K | SH | $108.98M 1.85% | 659.08K | 0.00 | 56.64K |
DOUBLEVERIFY HLDGS INC COMSOLE | CS | 9.69M | SH | $105.03M 1.78% | 9.14M | 0.00 | 549.38K |
GITLAB, INCSOLE | CS | 3.31M | SH | $101.01M 1.71% | 3.13M | 0.00 | 174.16K |
MONDAY.COM LTDSOLE | CS | 1.26M | SH | $91.45M 1.55% | 1.20M | 0.00 | 64.79K |
SUPER MICRO COMPUTER INC COM NSOLE | CS | 2.66M | SH | $78.12M 1.32% | 2.66M | 0.00 | 0.00 |
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