DISCIPLINED GROWTH INVESTORS INC /MN - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, DISCIPLINED GROWTH INVESTORS INC /MN held in its portfolio 61 assets valued at $5,224,711,948 (i.e. $5.23B).
The most valuable assets in the portfolio included: PURE STORAGE INC CL A ($328.18M), GARMIN LTD SHS ($283.89M), and SUPER MICRO COMPUTER INC COM N ($282.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DISCIPLINED GROWTH INVESTORS INC /MN - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PURE STORAGE INC CL A | 4897406 | 328175176 | CS |
| GARMIN LTD SHS | 1399515 | 283891618 | CS |
| SUPER MICRO COMPUTER INC COM N | 9637492 | 282089391 | CS |
| EXPAND ENERGY CORPORATION COM | 2549879 | 281404646 | CS |
| ARISTA NETWORKS INC COM SHS | 1948824 | 255354409 | CS |
| PLEXUS CORP COM | 1590840 | 233853480 | CS |
| SEMTECH CORP COM | 2801291 | 206427134 | CS |
| VIASAT INC COM | 5925770 | 204202034 | CS |
| INTERDIGITAL INC COM | 609153 | 193942132 | CS |
| COTERRA ENERGY INC COM | 6777536 | 178384748 | CS |
| ALARM COM HLDGS INC COM | 3417517 | 174361717 | CS |
| COGNEX CORP COM | 4655358 | 167499781 | CS |
| AKAMAI TECHNOLOGIES COM | 1774883 | 154858542 | CS |
| PROTO LABS INC COM | 2673729 | 135263950 | CS |
| ALIGN TECHNOLOGY INC | 820935 | 128189000 | CS |
| MICROCHIP TECHNOLOGY INC. COM | 1785355 | 113762821 | CS |
| SNAP ON INC COM | 327754 | 112944028 | CS |
| ZETA GLOBAL HOLDINGS CORP CL A | 5500408 | 111933303 | CS |
| GENTEX CORP COM | 4803223 | 111770999 | CS |
| STITCH FIX INC COM CL A | 19477691 | 102257878 | CS |
| AUTODESK INC COM | 321967 | 95305452 | CS |
| GARTNER INC COM | 357160 | 90104325 | CS |
| DOLBY LABORATORIES INC COM CL | 1342492 | 86214836 | CS |
| GENERAC HLDGS INC COM | 627776 | 85609813 | CS |
| CORE LABORATORIES INC | 5166914 | 82825631 | CS |
| TAKE-TWO INTERACTIVE SOFTWARE | 306935 | 78584568 | CS |
| SPS COMM INC COM | 844613 | 75280357 | CS |
| POWER INTEGRATIONS INC COM | 2001698 | 71140347 | CS |
| FLOOR & DECOR HLDGS INC CL A | 1146738 | 69824877 | CS |
| CELSIUS HLDGS INC COM NEW | 1525147 | 69760224 | CS |
| INTUITIVE SURGICAL INC | 110426 | 62540869 | CS |
| INTUIT COM | 89795 | 59482004 | CS |
| SHARKNINJA INC COM SHS | 455597 | 50981304 | CS |
| KORNIT DIGITAL LTD SHS | 3034591 | 43637419 | CS |
| DOUBLEVERIFY HLDGS INC COM | 3738393 | 42767216 | CS |
| POWERFLEET INC | 7918934 | 42128729 | CS |
| SIMPSON MFG INC COM | 260230 | 42019338 | CS |
| IPG PHOTONICS CORP COM | 566734 | 40578154 | CS |
| TREX CO INC COM | 1007236 | 35333839 | CS |
| LGI HOMES INC COM | 711214 | 30553753 | CS |
| GRACO INC COM | 358412 | 29379032 | CS |
| ZIPRECRUITER INC CL A | 6371139 | 24847442 | CS |
| GEOSPACE TECHNOLOGIES CORP COM | 1131568 | 19134815 | CS |
| WEAVE COMMUNICATIONS INC COM | 2311343 | 17543093 | CS |
| PAYCHEX INC COM | 153351 | 17202915 | CS |
| PROGYNY INC COM | 622433 | 15984079 | CS |
| CEVA INC COM | 607748 | 13078737 | CS |
| MONDAY LTD | 72949 | 10764354 | CS |
| MIMEDX GROUP INC COM | 1482894 | 10039192 | CS |
| EGAIN CORP COM NEW | 935270 | 9623928 | CS |
| MILLERKNOLL INC COM | 515994 | 9432370 | CS |
| AXOGEN INC COM | 201876 | 6607401 | CS |
| MATERIALISE NV SPONSORED ADS | 1173846 | 6514845 | CS |
| YETI HLDGS INC COM | 132697 | 5861226 | CS |
| GLOBANT SA | 84095 | 5497290 | CS |
| INMODE LTD SHS | 282869 | 4155346 | CS |
| SOUNDTHINKING INC COM | 195941 | 1573406 | CS |
| STONERIDGE INC COM | 204019 | 1181270 | CS |
| APPLE INC COM | 1535 | 417305 | CS |
| MICROSOFT CORP COM | 672 | 324993 | CS |
| BROADCOM INC COM | 893 | 309067 | CS |
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