Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2025) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $5.23 billion in total holdings as of June 30, 2025.Disciplined Growth Investors Inc /Mn owns shares of 64 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 5.01% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 64 new stocks and bought additional shares in 19 stocks.Disciplined Growth Investors Inc /Mn sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings SUPER MICRO COMPUTER INC COM N $476,905,185Pure Storage $314,246,017Chesapeake Energy $306,704,268Garmin $296,249,863Plexus $222,789,403 Largest New Holdings this Quarter G8068L108 - SharkNinja $46,047,970 Holding05463X106 - AxoGen $1,797,378 Holding11135F101 - Broadcom $297,702 Holding060505104 - Bank of America $236,600 Holding Largest Purchases this Quarter SUPER MICRO COMPUTER INC COM N 1,381,046 shares (about $67.69M)SharkNinja 465,178 shares (about $46.05M)ARISTA NETWORKS INC COM SHS 415,102 shares (about $42.47M)SPS Commerce 277,499 shares (about $37.76M)ZipRecruiter 2,886,725 shares (about $14.46M) Largest Sales this Quarter Intuit 73,865 shares (about $58.18M)InterDigital 123,721 shares (about $27.74M)Myriad Genetics 3,979,736 shares (about $21.13M)Intuitive Surgical 20,453 shares (about $11.11M)Chesapeake Energy 56,880 shares (about $6.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDisciplined Growth Investors Inc /Mn Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUPER MICRO COMPUTER INC COM N$476,905,185$67,685,064 ▲16.5%9,730,7739.1%CSPSTGPure Storage$314,246,017$1,588,863 ▼-0.5%5,457,5556.0%Computer and TechnologyCHKChesapeake Energy$306,704,268$6,651,547 ▼-2.1%2,622,7495.9%EnergyGRMNGarmin$296,249,863$1,088,057 ▲0.4%1,419,3655.7%Computer and TechnologyPLXSPlexus$222,789,403$649,488 ▼-0.3%1,646,5114.3%Computer and TechnologyIDCCInterDigital$215,402,513$27,741,960 ▼-11.4%960,6324.1%Computer and TechnologyARISTA NETWORKS INC COM SHS$207,849,211$42,469,086 ▲25.7%2,031,5634.0%CSALRMAlarm.com$197,532,484$5,797,350 ▲3.0%3,491,8243.8%IndustrialsMCHPMicrochip Technology$183,746,766$2,561,538 ▼-1.4%2,611,1523.5%Computer and TechnologyCTRACoterra Energy$175,390,571$881,853 ▼-0.5%6,910,5823.4%EnergyALGNAlign Technology$159,981,389$1,468,065 ▲0.9%844,9873.1%MedicalCGNXCognex$151,263,672$1,298,204 ▲0.9%4,768,7162.9%Computer and TechnologyAKAMAkamai Technologies$146,660,933$925,376 ▼-0.6%1,838,7782.8%Computer and TechnologySMTCSemtech$130,659,355$5,232,674 ▲4.2%2,894,5362.5%Computer and TechnologySNASnap-On$121,106,899$1,596,042 ▼-1.3%389,1862.3%Consumer DiscretionaryPOWIPower Integrations$115,200,173$880,425 ▼-0.8%2,060,8262.2%Computer and TechnologyDLBDolby Laboratories$114,273,070$604,254 ▼-0.5%1,538,8242.2%Consumer DiscretionaryPRLBProto Labs$108,989,320$2,053,772 ▲1.9%2,722,0112.1%IndustrialsGNTXGentex$108,248,876$85,453 ▼-0.1%4,922,6412.1%Auto/Tires/TrucksADSKAutodesk$105,520,030$896,515 ▼-0.8%340,8602.0%Computer and TechnologyGNRCGenerac$91,728,726$450,825 ▼-0.5%640,5191.8%IndustrialsFNDFloor & Decor$88,590,553$1,137,653 ▼-1.3%1,166,2791.7%Retail/WholesaleVSATViasat$85,338,460$11,626,695 ▲15.8%5,845,1001.6%Computer and TechnologyINTUIntuit$82,804,330$58,178,290 ▼-41.3%105,1311.6%Computer and TechnologyTTWOTake-Two Interactive Software$77,908,708$481,814 ▼-0.6%320,8101.5%Consumer DiscretionarySFIXStitch Fix$68,690,507$489,255 ▼-0.7%18,565,0021.3%Retail/WholesaleCLBCore Laboratories$62,678,984$585,654 ▼-0.9%5,440,8841.2%EnergyISRGIntuitive Surgical$62,059,596$11,114,365 ▼-15.2%114,2041.2%MedicalTREXTrex$59,167,126$344,334 ▼-0.6%1,088,0311.1%ConstructionSPSCSPS Commerce$57,855,397$37,764,839 ▲188.0%425,1261.1%Business ServicesSNSharkNinja$46,047,970$46,047,970 ▲New Holding465,1780.9%Retail/WholesaleLGIHLGI Homes$44,330,745$3,789,296 ▼-7.9%860,4570.8%FinanceLSTRLandstar System$43,066,033$115,943 ▼-0.3%309,7830.8%TransportationSSDSimpson Manufacturing$41,250,957$206,718 ▼-0.5%265,6040.8%ConstructionIPGPIPG Photonics$39,813,636$99,062 ▼-0.2%579,9510.8%Computer and TechnologyKRNTKornit Digital$39,471,296$41,273 ▼-0.1%1,982,4860.8%IndustrialsUAAUnder Armour$36,033,420$5,876,887 ▼-14.0%5,275,7570.7%Consumer DiscretionaryCTLPCantaloupe$34,875,127$13,097,310 ▲60.1%3,173,3510.7%Business ServicesPWFLPowerFleet$34,691,440$223,598 ▼-0.6%8,049,0580.7%TransportationGGGGraco$34,331,948$402,168 ▼-1.2%399,3480.7%IndustrialsCELHCelsius$33,247,852$211,585 ▼-0.6%716,7030.6%Consumer StaplesDVDoubleVerify$30,415,971$262,888 ▼-0.9%2,031,7950.6%Computer and TechnologyPAYXPaychex$22,994,608$540,675 ▼-2.3%158,0820.4%Computer and TechnologyZIPZipRecruiter$22,586,738$14,462,492 ▲178.0%4,508,3310.4%Business ServicesPROPROS$21,936,183$5,115,699 ▲30.4%1,400,7780.4%Computer and TechnologyGEOSGeospace Technologies$17,750,406$335,980 ▼-1.9%1,244,7690.3%Computer and TechnologyPGNYProgyny$14,076,414$291,126 ▼-2.0%639,8370.3%MedicalCEVACeva$13,623,578$3,936,574 ▲40.6%619,8170.3%Computer and TechnologyMLKNMillerKnoll$11,148,032$43,248 ▲0.4%574,0490.2%Consumer DiscretionaryMTLSMaterialise$10,683,698$87,987 ▲0.8%1,890,9200.2%Computer and TechnologyVRNTVerint Systems$7,808,951$66,642 ▼-0.8%396,9980.1%Computer and TechnologyEGANeGain$5,928,644$93,194 ▼-1.5%948,5830.1%Computer and TechnologySSTISoundThinking$5,838,718$39,191 ▼-0.7%447,2400.1%IndustrialsINMDInMode$4,390,756$107,318 ▲2.5%304,0690.1%MedicalMYGNMyriad Genetics$4,003,506$21,132,396 ▼-84.1%753,9560.1%MedicalFOXFFox Factory$3,535,025$24,954 ▼-0.7%136,2770.1%Auto/Tires/TrucksSRDXSurmodics$2,989,420$3,040,313 ▼-50.4%100,6200.1%MedicalMDXGMiMedx Group$2,207,231$130,662 ▲6.3%361,2490.0%MedicalAXGNAxoGen$1,797,378$1,797,378 ▲New Holding165,6570.0%MedicalSRIStoneridge$1,571,166$33,454 ▼-2.1%223,1770.0%Computer and TechnologyAAPLApple$474,353$201,067 ▲73.6%2,3120.0%Computer and TechnologyMSFTMicrosoft$337,7410.0%6790.0%Computer and TechnologyAVGOBroadcom$297,702$297,702 ▲New Holding1,0800.0%Computer and TechnologyBACBank of America$236,600$236,600 ▲New Holding5,0000.0%FinanceMSMMSC Industrial Direct$0$48,009,070 ▼-100.0%00.0%IndustrialsSTRAStrategic Education$0$39,863,200 ▼-100.0%00.0%Consumer DiscretionaryTHRMGentherm$0$31,820,814 ▼-100.0%00.0%Auto/Tires/TrucksRCLRoyal Caribbean Cruises$0$20,588,580 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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