DISCIPLINED GROWTH INVESTORS INC /MN
CIK: 0001050442SEC EDGAR →
Portfolio Value
$5.2B
Holdings
61
As of
Q4 2025
New Positions
5
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PURE STORAGE INC CL A | 4,897,406 | $328.2M | 6.28% |
| 2 | GARMIN LTD SHS | 1,399,515 | $283.9M | 5.43% |
| 3 | SUPER MICRO COMPUTER INC COM N | 9,637,492 | $282.1M | 5.40% |
| 4 | EXPAND ENERGY CORPORATION COM | 2,549,879 | $281.4M | 5.39% |
| 5 | ARISTA NETWORKS INC COM SHS | 1,948,824 | $255.4M | 4.89% |
| 6 | PLEXUS CORP COM | 1,590,840 | $233.9M | 4.48% |
| 7 | SEMTECH CORP COM | 2,801,291 | $206.4M | 3.95% |
| 8 | VIASAT INC COM | 5,925,770 | $204.2M | 3.91% |
| 9 | INTERDIGITAL INC COM | 609,153 | $193.9M | 3.71% |
| 10 | COTERRA ENERGY INC COM | 6,777,536 | $178.4M | 3.41% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 29 | $3.0B | 58.2% |
| Energy | 4 | $561.7M | 11.0% |
| Industrials | 9 | $526.2M | 10.3% |
| Unknown | 4 | $479.5M | 9.4% |
| Consumer Cyclical | 8 | $381.9M | 7.5% |
| Communication Services | 1 | $78.6M | 1.5% |
| Consumer Defensive | 1 | $69.8M | 1.4% |
| Healthcare | 5 | $36.8M | 0.7% |