DISCIPLINED GROWTH INVESTORS INC /MN
CIK: 1050442SEC EDGAR →
Portfolio Value
$2.7T
Holdings
61
As of
Q1 2026
New Positions
61
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EVERPURE INC CL A | 4,666,777 | $275.5B | 10.36% |
| 2 | VIASAT INC COM | 5,660,688 | $259.3B | 9.75% |
| 3 | COTERRA ENERGY INC COM | 6,395,098 | $224.7B | 8.45% |
| 4 | COGNEX CORP COM | 4,322,075 | $211.7B | 7.96% |
| 5 | SEMTECH CORP COM | 2,206,748 | $169.7B | 6.38% |
| 6 | PROTO LABS INC COM | 2,497,355 | $142.4B | 5.35% |
| 7 | ALARM COM HLDGS INC COM | 3,268,986 | $141.2B | 5.31% |
| 8 | SUPER MICRO COMPUTER INC COM N | 4,987,159 | $113.6B | 4.27% |
| 9 | POWER INTEGRATIONS INC COM | 1,959,172 | $100.3B | 3.77% |
| 10 | GENTEX CORP COM | 4,519,708 | $98.8B | 3.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $1.6T | 58.8% |
| Energy | 4 | $321.3B | 12.1% |
| Consumer Cyclical | 8 | $263.7B | 9.9% |
| Industrials | 10 | $260.0B | 9.8% |
| Unknown | 4 | $176.8B | 6.6% |
| Consumer Defensive | 1 | $51.0B | 1.9% |
| Healthcare | 5 | $22.5B | 0.8% |
| Communication Services | 1 | $57.3M | 0.0% |