Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2026) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $5.91 billion in total holdings as of June 30, 2026.Disciplined Growth Investors Inc /Mn owns shares of 58 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.31% of the portfolio was purchased this quarter.About 13.41% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 61 new stocks and bought additional shares in 27 stocks.Disciplined Growth Investors Inc /Mn sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Plexus $433,245,926Viasat $425,862,181EVERPURE INC CL A $366,115,502Garmin $315,175,792ARISTA NETWORKS INC COM SHS $303,797,168 Largest New Holdings this Quarter 25179M103 - Devon Energy $174,346,240 Holding922475108 - Veeva Systems $25,016,881 Holding12510Q100 - CCC Intelligent Solutions $180,017 Holding Largest Purchases this Quarter Devon Energy 4,219,415 shares (about $174.35M)SPS Commerce 1,312,943 shares (about $75.06M)GitLab 2,398,874 shares (about $73.24M)DoubleVerify 5,781,039 shares (about $62.67M)monday.com 859,447 shares (about $62.22M) Largest Sales this Quarter Semtech 1,251,715 shares (about $202.59M)Viasat 918,876 shares (about $82.52M)Microchip Technology 767,353 shares (about $69.98M)SUPER MICRO COMPUTER INC COM N 2,323,742 shares (about $68.16M)Core Laboratories 1,894,938 shares (about $22.08M) 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 PortfolioSectorPLXSPlexus$433,245,926$16,141,168 â–¼-3.6%1,440,9357.3%TechnologyVSATViasat$425,862,181$82,524,262 â–¼-16.2%4,741,8127.2%TechnologyEVERPURE INC CL A$366,115,502$1,579,897 â–¼-0.4%4,646,7256.2%CSGRMNGarmin$315,175,792$1,094,822 â–¼-0.3%1,326,8325.3%Consumer DiscretionaryARISTA NETWORKS INC COM SHS$303,797,168$3,854,408 â–¼-1.3%1,788,3045.1%CSCGNXCognex$299,798,160$13,206,511 â–¼-4.2%4,139,7155.1%TechnologyEXPAND ENERGY CORPORATION COM$214,016,273$2,405,136 â–¼-1.1%2,346,9273.6%CSPRLBProto Labs$194,035,737$9,523,712 â–¼-4.7%2,380,5143.3%IndustrialsAKAMAkamai Technologies$193,297,819$2,787,983 â–¼-1.4%1,635,2073.3%TechnologyDVNDevon Energy$174,346,240$174,346,240 â–²New Holding4,219,4153.0%EnergyALRMAlarm.com$167,519,886$14,792,860 â–²9.7%3,585,6142.8%TechnologyGNRCGenerac$163,554,442$6,547,237 â–¼-3.8%558,5682.8%IndustrialsPOWIPower Integrations$158,462,571$5,637,720 â–¼-3.4%1,891,8642.7%TechnologySMTCSemtech$154,572,172$202,590,179 â–¼-56.7%955,0332.6%TechnologyIDCCInterDigital$144,423,622$13,219,919 â–¼-8.4%510,0962.4%TechnologyZETA GLOBAL HOLDINGS CORP CL A$133,059,727$11,959,398 â–²9.9%6,761,1652.3%CSALGNAlign Technology$132,090,801$1,239,988 â–²0.9%783,1782.2%HealthcareSNASnap-On$122,804,633$1,073,605 â–¼-0.9%305,1802.1%IndustrialsSPSCSPS Commerce$121,422,277$75,060,951 â–²161.9%2,123,8812.1%TechnologyGNTXGentex$115,268,739$1,055,705 â–²0.9%4,561,4852.0%Consumer DiscretionarySNSharkNinja$108,982,913$43,898,254 â–²67.4%715,7211.8%Consumer DiscretionaryDVDoubleVerify$105,030,283$62,666,466 â–²147.9%9,689,1401.8%TechnologyGTLBGitLab$101,006,108$73,237,634 â–²263.7%3,308,4211.7%TechnologyMNDYmonday.com$91,452,821$62,215,369 â–²212.8%1,263,3351.5%TechnologySUPER MICRO COMPUTER INC COM N$78,118,021$68,155,353 â–¼-46.6%2,663,4171.3%CSSFIXStitch Fix$77,720,314$706,394 â–²0.9%18,910,0521.3%Consumer DiscretionaryTTWOTake-Two Interactive Software$73,010,534$459,714 â–²0.6%292,0651.2%Communication ServicesDLBDolby Laboratories$65,608,877$1,051,180 â–¼-1.6%1,247,7911.1%TechnologyFNDFloor & Decor$65,509,191$697,480 â–²1.1%1,103,5911.1%Consumer DiscretionaryIPGPIPG Photonics$62,277,386$245,903 â–²0.4%530,8331.1%TechnologyADSKAutodesk$60,142,952$1,475,261 â–²2.5%309,3451.0%TechnologyLGIHLGI Homes$51,903,626$5,952,046 â–²13.0%815,0690.9%Consumer DiscretionarySSDSimpson Manufacturing$50,383,113$188,625 â–¼-0.4%240,6640.9%IndustrialsKRNTKornit Digital$49,255,391$527,004 â–²1.1%3,031,1010.8%IndustrialsITGartner$44,678,329$751,018 â–²1.7%344,6870.8%IndustrialsMCHPMicrochip Technology$43,636,418$69,982,666 â–¼-61.6%478,4690.7%TechnologyCELHCelsius$42,939,222$844,787 â–²2.0%1,466,5030.7%Consumer StaplesISRGIntuitive Surgical$42,154,080$382,170 â–¼-0.9%106,0000.7%HealthcareDTDynatrace$39,894,452$10,969,909 â–²37.9%908,5500.7%TechnologyCLBCore Laboratories$35,441,362$22,076,028 â–¼-38.4%3,042,1770.6%EnergyPGNYProgyny$34,066,465$17,501,720 â–²105.7%1,181,6320.6%HealthcareCEVACeva$31,257,742$10,012,917 â–²47.1%662,8020.5%TechnologyTREXTrex$29,628,484$4,316,500 â–¼-12.7%592,0960.5%IndustrialsVEEVVeeva Systems$25,016,881$25,016,881 â–²New Holding140,9640.4%HealthcareGGGGraco$24,306,044$448,745 â–¼-1.8%321,4660.4%IndustrialsPOWERFLEET INC$23,970,438$4,050,501 â–¼-14.5%6,258,6000.4%CSINTUIntuit$22,450,959$288,927 â–¼-1.3%86,0190.4%TechnologyWEAVWeave Communications$17,963,465$4,327,943 â–²31.7%2,998,9090.3%HealthcareZIPRECRUITER INC CL A$15,343,571$468,682 â–¼-3.0%4,091,6190.3%CSPAYXPaychex$14,919,857$858,620 â–²6.1%151,7320.3%IndustrialsMTLSMaterialise$14,803,837$6,367,911 â–²75.5%1,992,4410.3%TechnologyYETIYETI$14,615,343$52,633 â–²0.4%294,9020.2%Consumer DiscretionaryAXGNAxoGen$5,905,807$3,173,530 â–¼-35.0%127,8590.1%HealthcareINMDInMode$4,657,128$761,234 â–²19.5%318,5450.1%HealthcareGLOBGlobant$2,904,042$533,075 â–²22.5%100,3470.0%TechnologyMDXGMiMedx Group$2,263,538$196,866 â–¼-8.0%587,9320.0%HealthcareAAPLApple$287,0450.0%9920.0%TechnologyCCCSCCC Intelligent Solutions$180,017$180,017 â–²New Holding34,8870.0%TechnologyCTRACoterra Energy$0$224,723,744 â–¼-100.0%00.0%EnergyGEOSGeospace Technologies$0$13,437,397 â–¼-100.0%00.0%EnergyMLKNMillerKnoll$0$7,209,033 â–¼-100.0%00.0%IndustrialsEGANeGain$0$7,198,434 â–¼-100.0%00.0%TechnologySSTISoundThinking$0$1,300,618 â–¼-100.0%00.0%TechnologySRIStoneridge$0$951,930 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
