DISCIPLINED GROWTH INVESTORS INC /MN

PrivateCIK: 1050442

Location

MINNEAPOLIS, MN

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

% of voting shares95.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.57M

% 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

SOLE

Shares1.44M

TypeSH

Market value$433.25M

7.34%

Sole

1.36M

Shared

0.00

None

82.74K

VIASAT INC COM

SOLE

Shares4.74M

TypeSH

Market value$425.86M

7.21%

Sole

4.54M

Shared

0.00

None

197.01K

EVERPURE INC CL A

SOLE

Shares4.65M

TypeSH

Market value$366.12M

6.20%

Sole

4.37M

Shared

0.00

None

274.21K

GARMIN LTD SHS

SOLE

Shares1.33M

TypeSH

Market value$315.18M

5.34%

Sole

1.25M

Shared

0.00

None

71.98K

ARISTA NETWORKS INC COM SHS

SOLE

Shares1.79M

TypeSH

Market value$303.80M

5.14%

Sole

1.65M

Shared

0.00

None

135.22K

COGNEX CORP COM

SOLE

Shares4.14M

TypeSH

Market value$299.80M

5.08%

Sole

3.83M

Shared

0.00

None

304.96K

EXPAND ENERGY CORPORATION COM

SOLE

Shares2.35M

TypeSH

Market value$214.02M

3.62%

Sole

2.25M

Shared

0.00

None

100.96K

PROTO LABS INC COM

SOLE

Shares2.38M

TypeSH

Market value$194.04M

3.29%

Sole

2.24M

Shared

0.00

None

135.67K

AKAMAI TECHNOLOGIES COM

SOLE

Shares1.64M

TypeSH

Market value$193.30M

3.27%

Sole

1.51M

Shared

0.00

None

122.31K

DEVON ENERGY CORP NEW COM

SOLE

Shares4.22M

TypeSH

Market value$174.35M

2.95%

Sole

3.93M

Shared

0.00

None

291.05K

ALARM COM HLDGS INC COM

SOLE

Shares3.59M

TypeSH

Market value$167.52M

2.84%

Sole

3.38M

Shared

0.00

None

208.09K

GENERAC HLDGS INC COM

SOLE

Shares558.57K

TypeSH

Market value$163.55M

2.77%

Sole

518.63K

Shared

0.00

None

39.94K

POWER INTEGRATIONS INC COM

SOLE

Shares1.89M

TypeSH

Market value$158.46M

2.68%

Sole

1.78M

Shared

0.00

None

107.98K

SEMTECH CORP COM

SOLE

Shares955.03K

TypeSH

Market value$154.57M

2.62%

Sole

903.72K

Shared

0.00

None

51.31K

INTERDIGITAL INC COM

SOLE

Shares510.10K

TypeSH

Market value$144.42M

2.45%

Sole

480.08K

Shared

0.00

None

30.02K

ZETA GLOBAL HOLDINGS CORP CL A

SOLE

Shares6.76M

TypeSH

Market value$133.06M

2.25%

Sole

6.39M

Shared

0.00

None

369.02K

ALIGN TECHNOLOGY INC

SOLE

Shares783.18K

TypeSH

Market value$132.09M

2.24%

Sole

735.74K

Shared

0.00

None

47.44K

SNAP ON INC COM

SOLE

Shares305.18K

TypeSH

Market value$122.80M

2.08%

Sole

282.05K

Shared

0.00

None

23.13K

SPS COMM INC COM

SOLE

Shares2.12M

TypeSH

Market value$121.42M

2.06%

Sole

Shared

0.00

None

127.08K

GENTEX CORP COM

SOLE

Shares4.56M

TypeSH

Market value$115.27M

1.95%

Sole

4.19M

Shared

0.00

None

371.26K

SHARKNINJA INC COM SHS

SOLE

Shares715.72K

TypeSH

Market value$108.98M

1.85%

Sole

659.08K

Shared

0.00

None

56.64K

DOUBLEVERIFY HLDGS INC COM

SOLE

Shares9.69M

TypeSH

Market value$105.03M

1.78%

Sole

9.14M

Shared

0.00

None

549.38K

GITLAB, INC

SOLE

Shares3.31M

TypeSH

Market value$101.01M

1.71%

Sole

3.13M

Shared

0.00

None

174.16K

MONDAY.COM LTD

SOLE

Shares1.26M

TypeSH

Market value$91.45M

1.55%

Sole

1.20M

Shared

0.00

None

64.79K

SUPER MICRO COMPUTER INC COM N

SOLE

Shares2.66M

TypeSH

Market value$78.12M

1.32%

Sole

2.66M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
PLEXUS CORP COMSOLE	CS	1.44M	SH	$433.25M 7.34%	1.36M	82.74K
VIASAT INC COMSOLE	CS	4.74M	SH	$425.86M 7.21%	4.54M	197.01K
EVERPURE INC CL ASOLE	CS	4.65M	SH	$366.12M 6.20%	4.37M	274.21K
GARMIN LTD SHSSOLE	CS	1.33M	SH	$315.18M 5.34%	1.25M	71.98K
ARISTA NETWORKS INC COM SHSSOLE	CS	1.79M	SH	$303.80M 5.14%	1.65M	135.22K
COGNEX CORP COMSOLE	CS	4.14M	SH	$299.80M 5.08%	3.83M	304.96K
EXPAND ENERGY CORPORATION COMSOLE	CS	2.35M	SH	$214.02M 3.62%	2.25M	100.96K
PROTO LABS INC COMSOLE	CS	2.38M	SH	$194.04M 3.29%	2.24M	135.67K
AKAMAI TECHNOLOGIES COMSOLE	CS	1.64M	SH	$193.30M 3.27%	1.51M	122.31K
DEVON ENERGY CORP NEW COMSOLE	CS	4.22M	SH	$174.35M 2.95%	3.93M	291.05K
ALARM COM HLDGS INC COMSOLE	CS	3.59M	SH	$167.52M 2.84%	3.38M	208.09K
GENERAC HLDGS INC COMSOLE	CS	558.57K	SH	$163.55M 2.77%	518.63K	39.94K
POWER INTEGRATIONS INC COMSOLE	CS	1.89M	SH	$158.46M 2.68%	1.78M	107.98K
SEMTECH CORP COMSOLE	CS	955.03K	SH	$154.57M 2.62%	903.72K	51.31K
INTERDIGITAL INC COMSOLE	CS	510.10K	SH	$144.42M 2.45%	480.08K	30.02K
ZETA GLOBAL HOLDINGS CORP CL ASOLE	CS	6.76M	SH	$133.06M 2.25%	6.39M	369.02K
ALIGN TECHNOLOGY INCSOLE	CS	783.18K	SH	$132.09M 2.24%	735.74K	47.44K
SNAP ON INC COMSOLE	CS	305.18K	SH	$122.80M 2.08%	282.05K	23.13K
SPS COMM INC COMSOLE	CS	2.12M	SH	$121.42M 2.06%	2M	127.08K
GENTEX CORP COMSOLE	CS	4.56M	SH	$115.27M 1.95%	4.19M	371.26K
SHARKNINJA INC COM SHSSOLE	CS	715.72K	SH	$108.98M 1.85%	659.08K	56.64K
DOUBLEVERIFY HLDGS INC COMSOLE	CS	9.69M	SH	$105.03M 1.78%	9.14M	549.38K
GITLAB, INCSOLE	CS	3.31M	SH	$101.01M 1.71%	3.13M	174.16K
MONDAY.COM LTDSOLE	CS	1.26M	SH	$91.45M 1.55%	1.20M	64.79K
SUPER MICRO COMPUTER INC COM NSOLE	CS	2.66M	SH	$78.12M 1.32%	2.66M	0.00

Page 1 of 3