Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2026) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $4.89 billion in total holdings as of March 31, 2026.Disciplined Growth Investors Inc /Mn owns shares of 61 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.74% of the portfolio was purchased this quarter.About 9.54% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 61 new stocks and bought additional shares in 6 stocks.Disciplined Growth Investors Inc /Mn sold shares of 53 stocks and completely divested from 2 stocks this quarter.Largest Holdings Garmin $308,907,626Plexus $302,720,132EVERPURE INC CL A $275,526,514EXPAND ENERGY CORPORATION COM $260,541,094Viasat $259,259,510 Largest New Holdings this Quarter 268150109 - Dynatrace $24,359,577 Holding37637K108 - GitLab $19,682,597 Holding Largest Purchases this Quarter Dynatrace 658,723 shares (about $24.36M)monday.com 330,939 shares (about $22.87M)GitLab 909,547 shares (about $19.68M)ZETA GLOBAL HOLDINGS CORP CL A 653,064 shares (about $10.40M)YETI 161,143 shares (about $5.90M) Largest Sales this Quarter SUPER MICRO COMPUTER INC COM N 4,650,333 shares (about $105.89M)Semtech 594,543 shares (about $45.71M)Microchip Technology 539,533 shares (about $34.86M)Plexus 96,221 shares (about $19.49M)EXPAND ENERGY CORPORATION COM 176,577 shares (about $19.38M) 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$308,907,626$15,793,849 â–¼-4.9%1,331,4416.3%Computer and TechnologyPLXSPlexus$302,720,132$19,488,601 â–¼-6.0%1,494,6196.2%Computer and TechnologyEVERPURE INC CL A$275,526,514$13,616,336 â–¼-4.7%4,666,7775.6%CSEXPAND ENERGY CORPORATION COM$260,541,094$19,384,623 â–¼-6.9%2,373,3025.3%CSVSATViasat$259,259,510$12,140,756 â–¼-4.5%5,660,6885.3%Computer and TechnologyCTRACoterra Energy$224,723,744$13,438,871 â–¼-5.6%6,395,0984.6%EnergyARISTA NETWORKS INC COM SHS$222,353,721$16,922,890 â–¼-7.1%1,810,9934.6%CSCGNXCognex$211,738,454$16,327,534 â–¼-7.2%4,322,0754.3%Computer and TechnologyAKAMAkamai Technologies$190,512,261$13,333,051 â–¼-6.5%1,658,7923.9%Computer and TechnologySMTCSemtech$169,676,854$45,714,411 â–¼-21.2%2,206,7483.5%Computer and TechnologyIDCCInterDigital$168,149,976$15,814,230 â–¼-8.6%556,7883.4%Computer and TechnologyPRLBProto Labs$142,399,182$10,056,845 â–¼-6.6%2,497,3552.9%IndustrialsALRMAlarm.com$141,187,505$6,415,054 â–¼-4.3%3,268,9862.9%IndustrialsALGNAlign Technology$132,999,851$7,733,036 â–¼-5.5%775,8262.7%MedicalSUPER MICRO COMPUTER INC COM N$113,557,610$105,888,082 â–¼-48.3%4,987,1592.3%CSGNRCGenerac$113,472,666$9,150,820 â–¼-7.5%580,9282.3%IndustrialsSNASnap-On$111,816,551$7,230,257 â–¼-6.1%307,8482.3%Consumer DiscretionaryPOWIPower Integrations$100,309,606$2,177,331 â–¼-2.1%1,959,1722.1%Computer and TechnologyGNTXGentex$98,755,620$6,194,803 â–¼-5.9%4,519,7082.0%Auto/Tires/TrucksZETA GLOBAL HOLDINGS CORP CL A$97,963,274$10,396,779 â–²11.9%6,153,4722.0%CSCLBCore Laboratories$82,894,161$3,858,325 â–¼-4.4%4,937,1151.7%EnergyMCHPMicrochip Technology$80,492,559$34,859,227 â–¼-30.2%1,245,8221.6%Computer and TechnologyDLBDolby Laboratories$76,143,047$4,487,023 â–¼-5.6%1,267,7831.6%Consumer DiscretionaryADSKAutodesk$72,240,626$4,838,274 â–¼-6.3%301,7571.5%Computer and TechnologySFIXStitch Fix$62,023,376$2,447,781 â–¼-3.8%18,738,1801.3%Retail/WholesaleIPGPIPG Photonics$60,587,973$4,354,076 â–¼-6.7%528,7371.2%Computer and TechnologyTTWOTake-Two Interactive Software$57,319,635$3,300,028 â–¼-5.4%290,2261.2%Consumer DiscretionaryFNDFloor & Decor$55,465,523$2,788,768 â–¼-4.8%1,091,8411.1%Retail/WholesaleITGartner$53,660,318$2,892,397 â–¼-5.1%338,8931.1%Business ServicesCELHCelsius$51,007,857$3,104,358 â–¼-5.7%1,437,6511.0%Consumer StaplesISRGIntuitive Surgical$49,307,951$1,597,330 â–¼-3.1%106,9611.0%MedicalSNSharkNinja$45,264,731$2,982,991 â–¼-6.2%427,4290.9%Retail/WholesaleSPSCSPS Commerce$45,144,918$1,874,687 â–¼-4.0%810,9380.9%Business ServicesKRNTKornit Digital$43,960,502$526,602 â–¼-1.2%2,998,6700.9%IndustrialsSSDSimpson Manufacturing$41,457,385$3,203,287 â–¼-7.2%241,5650.8%ConstructionINTUIntuit$37,671,540$1,154,022 â–¼-3.0%87,1260.8%Computer and TechnologyDVDoubleVerify$37,126,959$1,612,226 â–²4.5%3,908,1010.8%Computer and TechnologyLGIHLGI Homes$28,524,888$410,598 â–²1.5%721,6010.6%FinanceMNDYmonday.com$27,912,700$22,871,195 â–²453.7%403,8880.6%Computer and TechnologyGGGGraco$27,714,495$2,625,081 â–¼-8.7%327,4010.6%IndustrialsTREXTrex$24,705,762$11,977,773 â–¼-32.7%678,3570.5%ConstructionDTDynatrace$24,359,577$24,359,577 â–²New Holding658,7230.5%Computer and TechnologyPOWERFLEET INC$22,533,810$1,856,507 â–¼-7.6%7,316,1720.5%CSGTLBGitLab$19,682,597$19,682,597 â–²New Holding909,5470.4%Computer and TechnologyGEOSGeospace Technologies$13,437,397$367,732 â–¼-2.7%1,101,4260.3%Computer and TechnologyPAYXPaychex$13,173,160$953,534 â–¼-6.7%143,0000.3%Computer and TechnologyYETIYETI$10,751,606$5,896,223 â–²121.4%293,8400.2%Consumer DiscretionaryWEAVWeave Communications$10,516,880$161,524 â–¼-1.5%2,276,3810.2%Computer and TechnologyPGNYProgyny$9,756,131$812,782 â–¼-7.7%574,5660.2%MedicalCEVACeva$8,415,041$2,937,691 â–¼-25.9%450,4840.2%Computer and TechnologyZIPRECRUITER INC CL A$7,758,546$3,964,350 â–¼-33.8%4,216,6010.2%CSMLKNMillerKnoll$7,209,033$252,240 â–¼-3.4%498,5500.1%Consumer DiscretionaryEGANeGain$7,198,434$180,847 â–¼-2.5%912,3490.1%Computer and TechnologyAXGNAxoGen$6,512,198$175,953 â–¼-2.6%196,5650.1%MedicalMTLSMaterialise$5,608,812$189,987 â–¼-3.3%1,135,3870.1%Computer and TechnologyGLOBGlobant$3,777,654$99,966 â–¼-2.6%81,9270.1%Computer and TechnologyINMDInMode$3,645,405$224,243 â–¼-5.8%266,4770.1%MedicalMDXGMiMedx Group$2,524,311$3,333,121 â–¼-56.9%639,0660.1%MedicalSSTISoundThinking$1,300,618$3,489 â–²0.3%196,4680.0%IndustrialsSRIStoneridge$951,930$33,482 â–¼-3.4%197,0870.0%Computer and TechnologyAAPLApple$251,760$137,808 â–¼-35.4%9920.0%Computer and TechnologyMSFTMicrosoft$0$324,993 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$309,067 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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