DISCIPLINED GROWTH INVESTORS INC /MN

PrivateCIK: 1050442

Location

MINNEAPOLIS, MN

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

% of voting shares95.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.69M

% 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

SOLE

Shares1.33M

TypeSH

Market value$308.91M

6.32%

Sole

1.25M

Shared

0.00

None

77.23K

PLEXUS CORP COM

SOLE

Shares1.49M

TypeSH

Market value$302.72M

6.19%

Sole

1.40M

Shared

0.00

None

91.56K

EVERPURE INC CL A

SOLE

Shares4.67M

TypeSH

Market value$275.53M

5.64%

Sole

4.38M

Shared

0.00

None

285.76K

EXPAND ENERGY CORPORATION COM

SOLE

Shares2.37M

TypeSH

Market value$260.54M

5.33%

Sole

2.27M

Shared

0.00

None

106.74K

VIASAT INC COM

SOLE

Shares5.66M

TypeSH

Market value$259.26M

5.31%

Sole

5.41M

Shared

0.00

None

248.58K

COTERRA ENERGY INC COM

SOLE

Shares6.40M

TypeSH

Market value$224.72M

4.60%

Sole

5.93M

Shared

0.00

None

460.69K

ARISTA NETWORKS INC COM SHS

SOLE

Shares1.81M

TypeSH

Market value$222.35M

4.55%

Sole

1.67M

Shared

0.00

None

144.58K

COGNEX CORP COM

SOLE

Shares4.32M

TypeSH

Market value$211.74M

4.33%

Sole

Shared

0.00

None

326.61K

AKAMAI TECHNOLOGIES COM

SOLE

Shares1.66M

TypeSH

Market value$190.51M

3.90%

Sole

1.53M

Shared

0.00

None

127.39K

SEMTECH CORP COM

SOLE

Shares2.21M

TypeSH

Market value$169.68M

3.47%

Sole

2.08M

Shared

0.00

None

129.50K

INTERDIGITAL INC COM

SOLE

Shares556.79K

TypeSH

Market value$168.15M

3.44%

Sole

521K

Shared

0.00

None

35.79K

PROTO LABS INC COM

SOLE

Shares2.50M

TypeSH

Market value$142.40M

2.91%

Sole

2.35M

Shared

0.00

None

145.54K

ALARM COM HLDGS INC COM

SOLE

Shares3.27M

TypeSH

Market value$141.19M

2.89%

Sole

3.06M

Shared

0.00

None

205.61K

ALIGN TECHNOLOGY INC

SOLE

Shares775.83K

TypeSH

Market value$133.00M

2.72%

Sole

728.97K

Shared

0.00

None

46.85K

SUPER MICRO COMPUTER INC COM N

SOLE

Shares4.99M

TypeSH

Market value$113.56M

2.32%

Sole

4.80M

Shared

0.00

None

184.12K

GENERAC HLDGS INC COM

SOLE

Shares580.93K

TypeSH

Market value$113.47M

2.32%

Sole

536.58K

Shared

0.00

None

44.35K

SNAP ON INC COM

SOLE

Shares307.85K

TypeSH

Market value$111.82M

2.29%

Sole

283.06K

Shared

0.00

None

24.79K

POWER INTEGRATIONS INC COM

SOLE

Shares1.96M

TypeSH

Market value$100.31M

2.05%

Sole

1.84M

Shared

0.00

None

117.76K

GENTEX CORP COM

SOLE

Shares4.52M

TypeSH

Market value$98.76M

2.02%

Sole

4.15M

Shared

0.00

None

368.79K

ZETA GLOBAL HOLDINGS CORP CL A

SOLE

Shares6.15M

TypeSH

Market value$97.96M

2.00%

Sole

5.79M

Shared

0.00

None

358.96K

CORE LABORATORIES INC

SOLE

Shares4.94M

TypeSH

Market value$82.89M

1.70%

Sole

4.65M

Shared

0.00

None

283.48K

MICROCHIP TECHNOLOGY INC. COM

SOLE

Shares1.25M

TypeSH

Market value$80.49M

1.65%

Sole

1.14M

Shared

0.00

None

102.60K

DOLBY LABORATORIES INC COM CL

SOLE

Shares1.27M

TypeSH

Market value$76.14M

1.56%

Sole

1.16M

Shared

0.00

None

105.65K

AUTODESK INC COM

SOLE

Shares301.76K

TypeSH

Market value$72.24M

1.48%

Sole

279.57K

Shared

0.00

None

22.19K

STITCH FIX INC COM CL A

SOLE

Shares18.74M

TypeSH

Market value$62.02M

1.27%

Sole

17.93M

Shared

0.00

None

805.38K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
GARMIN LTD SHSSOLE	CS	1.33M	SH	$308.91M 6.32%	1.25M	77.23K
PLEXUS CORP COMSOLE	CS	1.49M	SH	$302.72M 6.19%	1.40M	91.56K
EVERPURE INC CL ASOLE	CS	4.67M	SH	$275.53M 5.64%	4.38M	285.76K
EXPAND ENERGY CORPORATION COMSOLE	CS	2.37M	SH	$260.54M 5.33%	2.27M	106.74K
VIASAT INC COMSOLE	CS	5.66M	SH	$259.26M 5.31%	5.41M	248.58K
COTERRA ENERGY INC COMSOLE	CS	6.40M	SH	$224.72M 4.60%	5.93M	460.69K
ARISTA NETWORKS INC COM SHSSOLE	CS	1.81M	SH	$222.35M 4.55%	1.67M	144.58K
COGNEX CORP COMSOLE	CS	4.32M	SH	$211.74M 4.33%	4M	326.61K
AKAMAI TECHNOLOGIES COMSOLE	CS	1.66M	SH	$190.51M 3.90%	1.53M	127.39K
SEMTECH CORP COMSOLE	CS	2.21M	SH	$169.68M 3.47%	2.08M	129.50K
INTERDIGITAL INC COMSOLE	CS	556.79K	SH	$168.15M 3.44%	521K	35.79K
PROTO LABS INC COMSOLE	CS	2.50M	SH	$142.40M 2.91%	2.35M	145.54K
ALARM COM HLDGS INC COMSOLE	CS	3.27M	SH	$141.19M 2.89%	3.06M	205.61K
ALIGN TECHNOLOGY INCSOLE	CS	775.83K	SH	$133.00M 2.72%	728.97K	46.85K
SUPER MICRO COMPUTER INC COM NSOLE	CS	4.99M	SH	$113.56M 2.32%	4.80M	184.12K
GENERAC HLDGS INC COMSOLE	CS	580.93K	SH	$113.47M 2.32%	536.58K	44.35K
SNAP ON INC COMSOLE	CS	307.85K	SH	$111.82M 2.29%	283.06K	24.79K
POWER INTEGRATIONS INC COMSOLE	CS	1.96M	SH	$100.31M 2.05%	1.84M	117.76K
GENTEX CORP COMSOLE	CS	4.52M	SH	$98.76M 2.02%	4.15M	368.79K
ZETA GLOBAL HOLDINGS CORP CL ASOLE	CS	6.15M	SH	$97.96M 2.00%	5.79M	358.96K
CORE LABORATORIES INCSOLE	CS	4.94M	SH	$82.89M 1.70%	4.65M	283.48K
MICROCHIP TECHNOLOGY INC. COMSOLE	CS	1.25M	SH	$80.49M 1.65%	1.14M	102.60K
DOLBY LABORATORIES INC COM CLSOLE	CS	1.27M	SH	$76.14M 1.56%	1.16M	105.65K
AUTODESK INC COMSOLE	CS	301.76K	SH	$72.24M 1.48%	279.57K	22.19K
STITCH FIX INC COM CL ASOLE	CS	18.74M	SH	$62.02M 1.27%	17.93M	805.38K

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