Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2025) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $4.83 billion in total holdings as of March 31, 2025.Disciplined Growth Investors Inc /Mn owns shares of 64 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.01% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 65 new stocks and bought additional shares in 31 stocks.Disciplined Growth Investors Inc /Mn sold shares of 30 stocks and completely divested from 3 stocks this quarter.Largest Holdings Garmin $307,054,824Chesapeake Energy $298,296,300SUPER MICRO COMPUTER INC COM N $285,894,652Pure Storage $242,827,546InterDigital $224,189,983 Largest New Holdings this Quarter 829073105 - Simpson Manufacturing $41,930,150 Holding15118V207 - Celsius $25,691,424 Holding Largest Purchases this Quarter Simpson Manufacturing 266,935 shares (about $41.93M)Trex 715,126 shares (about $41.55M)Coterra Energy 1,333,248 shares (about $38.53M)Microchip Technology 778,101 shares (about $37.67M)SUPER MICRO COMPUTER INC COM N 958,911 shares (about $32.83M) Largest Sales this Quarter Royal Caribbean Cruises 483,185 shares (about $99.27M)ARISTA NETWORKS INC COM SHS 788,842 shares (about $61.12M)Intuitive Surgical 108,987 shares (about $53.98M)Intuit 15,221 shares (about $9.35M)Pure Storage 144,347 shares (about $6.39M) 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 PortfolioSectorGRMNGarmin$307,054,824$1,277,376 ▼-0.4%1,414,1526.4%Computer and TechnologyCHKChesapeake Energy$298,296,300$6,383,423 ▼-2.1%2,679,6296.2%EnergySUPER MICRO COMPUTER INC COM N$285,894,652$32,833,113 ▲13.0%8,349,7275.9%CSPSTGPure Storage$242,827,546$6,390,242 ▼-2.6%5,485,1495.0%Computer and TechnologyIDCCInterDigital$224,189,983$6,332,753 ▼-2.7%1,084,3534.6%Computer and TechnologyPLXSPlexus$211,582,478$3,306,010 ▼-1.5%1,651,3114.4%Computer and TechnologyCTRACoterra Energy$200,719,979$38,530,867 ▲23.8%6,945,3284.2%EnergyALRMAlarm.com$188,616,938$24,919,347 ▲15.2%3,389,3433.9%IndustrialsAKAMAkamai Technologies$148,955,590$19,349,141 ▲14.9%1,850,3803.1%Computer and TechnologyCGNXCognex$141,029,946$27,480,559 ▲24.2%4,727,7892.9%Computer and TechnologyALGNAlign Technology$133,002,834$7,885,334 ▲6.3%837,2332.8%MedicalSNASnap-on$132,888,098$603,248 ▼-0.5%394,3152.8%Consumer DiscretionaryMCHPMicrochip Technology$128,168,041$37,667,869 ▲41.6%2,647,5532.7%Computer and TechnologyARISTA NETWORKS INC COM SHS$125,243,398$61,119,478 ▼-32.8%1,616,4612.6%CSDLBDolby Laboratories$124,236,438$1,455,458 ▲1.2%1,546,9612.6%Consumer DiscretionaryGNTXGentex$114,788,079$3,348,653 ▲3.0%4,926,5272.4%Auto/Tires/TrucksINTUIntuit$109,901,754$9,345,542 ▼-7.8%178,9962.3%Computer and TechnologyPOWIPower Integrations$104,867,088$1,177,458 ▼-1.1%2,076,5762.2%Computer and TechnologySMTCSemtech$95,584,356$2,946,704 ▲3.2%2,778,6152.0%Computer and TechnologyFNDFloor & Decor$95,055,670$1,209,142 ▼-1.3%1,181,2562.0%Retail/WholesalePRLBProto Labs$93,581,959$17,415,546 ▲22.9%2,670,7181.9%IndustrialsADSKAutodesk$89,995,321$3,153,381 ▼-3.4%343,7561.9%Computer and TechnologyCLBCore Laboratories$82,320,913$178,816 ▼-0.2%5,491,7221.7%EnergyGNRCGenerac$81,520,426$29,505,651 ▲56.7%643,6671.7%IndustrialsTTWOTake-Two Interactive Software$66,899,056$1,327,436 ▼-1.9%322,7941.4%Consumer DiscretionaryISRGIntuitive Surgical$66,691,572$53,977,991 ▼-44.7%134,6571.4%MedicalTREXTrex$63,582,490$41,548,820 ▲188.6%1,094,3631.3%ConstructionLGIHLGI Homes$62,083,445$248,930 ▲0.4%934,0071.3%FinanceSFIXStitch Fix$60,766,007$7,110,847 ▲13.3%18,697,2331.3%Retail/WholesaleVSATViasat$52,607,985$11,568,878 ▲28.2%5,048,7511.1%Computer and TechnologyMSMMSC Industrial Direct$48,009,070$1,866,255 ▼-3.7%618,1161.0%IndustrialsLSTRLandstar System$46,654,673$2,529,668 ▼-5.1%310,6171.0%TransportationPWFLPowerFleet$44,474,144$1,575,158 ▼-3.4%8,100,9370.9%TransportationMYGNMyriad Genetics$41,987,848$19,310,992 ▲85.2%4,733,6920.9%MedicalSSDSimpson Manufacturing$41,930,150$41,930,150 ▲New Holding266,9350.9%ConstructionSTRAStrategic Education$39,863,200$3,296,102 ▲9.0%474,7880.8%Consumer DiscretionaryUAAUnder Armour$38,351,306$1,018,881 ▲2.7%6,136,2090.8%Consumer DiscretionaryKRNTKornit Digital$37,865,386$558,548 ▼-1.5%1,984,5590.8%IndustrialsIPGPIPG Photonics$36,709,217$1,596,179 ▲4.5%581,3940.8%Computer and TechnologyGGGGraco$33,740,211$1,143,753 ▼-3.3%404,0260.7%IndustrialsTHRMGentherm$31,820,814$71,984 ▲0.2%1,190,0080.7%Auto/Tires/TrucksDVDoubleVerify$27,399,890$11,481,581 ▲72.1%2,049,3560.6%Computer and TechnologyCELHCelsius$25,691,424$25,691,424 ▲New Holding721,2640.5%Consumer StaplesPAYXPaychex$24,962,350$831,723 ▼-3.2%161,7990.5%Business ServicesRCLRoyal Caribbean Cruises$20,588,580$99,265,524 ▼-82.8%100,2170.4%Consumer DiscretionaryPROPROS$20,440,218$11,058,447 ▲117.9%1,074,1050.4%Computer and TechnologySPSCSPS Commerce$19,594,532$951,276 ▼-4.6%147,6270.4%Business ServicesCTLPCantaloupe$15,595,216$3,236,183 ▲26.2%1,981,6030.3%Business ServicesPGNYProgyny$14,589,584$154,526 ▼-1.0%653,0700.3%MedicalCEVACEVA$11,286,814$184,315 ▼-1.6%440,7190.2%Computer and TechnologyMLKNMillerKnoll$10,944,673$3,924,600 ▲55.9%571,8220.2%Consumer DiscretionaryZIPZipRecruiter$9,551,259$3,601,864 ▲60.5%1,621,6060.2%Business ServicesMTLSMaterialise$9,226,707$1,551,999 ▲20.2%1,875,3470.2%Computer and TechnologyGEOSGeospace Technologies$9,144,659$1,133,297 ▼-11.0%1,268,3300.2%Computer and TechnologySSTISoundThinking$7,631,602$9,475 ▲0.1%450,2420.2%IndustrialsVRNTVerint Systems$7,146,890$3,689,595 ▲106.7%400,3860.1%Computer and TechnologySRDXSurmodics$6,196,155$813,044 ▼-11.6%202,9530.1%MedicalINMDInMode$5,262,340$126,699 ▼-2.4%296,6370.1%MedicalEGANeGain$4,672,946$223,716 ▼-4.6%963,4940.1%Computer and TechnologyFOXFFox Factory$3,203,158$42,315 ▲1.3%137,2390.1%Auto/Tires/TrucksMDXGMiMedx Group$2,582,966$61,423 ▼-2.3%339,8640.1%MedicalSRIStoneridge$1,046,194$6,353 ▲0.6%227,9290.0%Computer and TechnologyAAPLApple$295,877$29,321 ▼-9.0%1,3320.0%Computer and TechnologyMSFTMicrosoft$254,8900.0%6790.0%Computer and TechnologyCHRSCoherus BioSciences$0$782,109 ▼-100.0%00.0%MedicalAVGOBroadcom$0$279,599 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$276,431 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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