DISCIPLINED GROWTH INVESTORS INC /MN Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$4.5T
Holdings
90
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MIDDMIDDLEBY CORP COM | 1,660,363 | $226.6B | 5.05% | |
| 2 | EWEDWARDS LIFESCIENCES CORP COM | 2,131,613 | $200.5B | 4.47% | |
| 3 | OTXOPEN TEXT CORP COM | 5,883,085 | $200.1B | 4.46% | |
| 4 | TJXTJX COS INC NEW COM | 2,475,666 | $195.8B | 4.36% | |
| 5 | PLXSPLEXUS CORP COM | 3,022,538 | $174.7B | 3.89% | |
| 6 | INTUINTUIT COM | 1,377,441 | $159.8B | 3.56% | |
| 7 | ADSKAUTODESK INC COM | 1,732,505 | $149.8B | 3.34% | |
| 8 | AFWALIGN TECHNOLOGY INC COM | 1,115,901 | $128.0B | 2.85% | |
| 9 | ISRGINTUITIVE SURGICAL INC COM NEW | 158,904 | $121.8B | 2.71% | |
| 10 | STXSEAGATE TECHNOLOGY PLC SHS | 2,438,028 | $112.0B | 2.49% | |
| 11 | —YAHOO INC COM | 2,365,907 | $109.8B | 2.45% | |
| 12 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,081,842 | $106.1B | 2.36% | |
| 13 | —PLANTRONICS INC NEW COM | 1,953,185 | $105.7B | 2.35% | |
| 14 | FDSFACTSET RESH SYS INC COM | 626,408 | $103.3B | 2.30% | |
| 15 | AKAMAKAMAI TECHNOLOGIES COM | 1,638,350 | $97.8B | 2.18% | |
| 16 | LBEURL BRANDS INC COM | 1,971,495 | $92.9B | 2.07% | |
| 17 | —ULTRA PETROLEUM CORP COM | 13,848,216 | $92.5B | 2.06% | |
| 18 | —SELECT COMFORT CORP | 3,726,660 | $92.4B | 2.06% | |
| 19 | GNTXGENTEX CORP COM | 4,308,413 | $91.9B | 2.05% | |
| 20 | GRMNGARMIN LTD SHS | 1,626,366 | $83.1B | 1.85% | |
| 21 | JBLUJETBLUE AIRWAYS CORP COM | 3,985,896 | $82.1B | 1.83% | |
| 22 | LSTRLANDSTAR SYS INC COM | 950,554 | $81.4B | 1.81% | |
| 23 | PWIPOWER INTEGRATIONS INC COM | 1,234,762 | $81.2B | 1.81% | |
| 24 | CGNXCOGNEX CORP COM | 891,445 | $74.8B | 1.67% | |
| 25 | VAREURVARIAN MED SYS INC COM | 784,366 | $71.5B | 1.59% | |
| 26 | MCHPMICROCHIP TECHNOLOGY INC COM | 949,209 | $70.0B | 1.56% | |
| 27 | ETDETHAN ALLEN INTERIORS INC COM | 2,258,835 | $69.2B | 1.54% | |
| 28 | RPREALPAGE INC COM | 1,885,402 | $65.8B | 1.47% | |
| 29 | CAKECHEESECAKE FACTORY INC COM | 1,013,712 | $64.2B | 1.43% | |
| 30 | UBNTEURUBIQUITI NETWORKS INC COM | 1,202,467 | $60.4B | 1.35% | |
| 31 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,372,135 | $60.1B | 1.34% | |
| 32 | —CABELAS INC COM | 1,079,504 | $57.3B | 1.28% | |
| 33 | QA4AGENTHERM INC COM | 1,353,246 | $53.1B | 1.18% | |
| 34 | SYNASYNAPTICS INC COM | 1,011,279 | $50.1B | 1.12% | |
| 35 | PRLBPROTO LABS INC COM | 965,000 | $49.3B | 1.10% | |
| 36 | —STAMPS COM INC COM NEW | 397,394 | $47.0B | 1.05% | |
| 37 | GGGGRACO INC COM | 471,011 | $44.3B | 0.99% | |
| 38 | —MEDIDATA SOLUTIONS INC | 768,199 | $44.3B | 0.99% | |
| 39 | CLBCORE LABORATORIES N V COM | 341,817 | $39.5B | 0.88% | |
| 40 | —GIGAMON INC | 1,105,463 | $39.3B | 0.88% | |
| 41 | FUODOLBY LABORATORIES INC COM | 749,080 | $39.3B | 0.87% | |
| 42 | PAYXPAYCHEX INC COM | 629,297 | $37.1B | 0.83% | |
| 43 | —IHS MARKIT LTD SHS | 854,044 | $35.8B | 0.80% | |
| 44 | SWN1EURSOUTHWESTERN ENERGY CO COM | 4,352,562 | $35.6B | 0.79% | |
| 45 | VSATVIASAT INC COM | 548,942 | $35.0B | 0.78% | |
| 46 | RLRALPH LAUREN CORP CL A | 409,060 | $33.4B | 0.74% | |
| 47 | —TCF FINL CORP COM | 1,839,842 | $31.3B | 0.70% | |
| 48 | TREXTREX CO INC COM | 394,559 | $27.4B | 0.61% | |
| 49 | MYGNMYRIAD GENETICS INC COM | 1,359,197 | $26.1B | 0.58% | |
| 50 | IRBTQIROBOT CORP COM | 383,925 | $25.4B | 0.57% | |
| 51 | URBNURBAN OUTFITTERS INC COM | 925,050 | $22.0B | 0.49% | |
| 52 | CEVACEVA INC COM | 617,414 | $21.9B | 0.49% | |
| 53 | TRIPTRIPADVISOR INC COM | 480,272 | $20.7B | 0.46% | |
| 54 | —CEB INC COM | 248,276 | $19.5B | 0.43% | |
| 55 | ETRAE TRADE FINANCIAL CORP | 554,333 | $19.3B | 0.43% | |
| 56 | NLSUSDNAUTILUS INC COM | 1,036,774 | $18.9B | 0.42% | |
| 57 | CARAEURCARA THERAPEUTICS INC COM | 876,550 | $16.1B | 0.36% | |
| 58 | —ULTIMATE SOFTWARE GROUP INC | 66,025 | $12.9B | 0.29% | |
| 59 | —CAPELLA EDUCATION COMPANY | 146,700 | $12.5B | 0.28% | |
| 60 | VREXVAREX IMAGING CORP | 320,251 | $10.8B | 0.24% | |
| 61 | CSGPCOSTAR GROUP INC COM | 42,169 | $8.7B | 0.19% | |
| 62 | MTLSMATERIALISE NV SPONSORED ADS | 953,646 | $8.7B | 0.19% | |
| 63 | SPSCSPS COMM INC COM | 148,275 | $8.7B | 0.19% | |
| 64 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 502,950 | $8.2B | 0.18% | |
| 65 | PROPROS HOLDINGS INC COM | 324,925 | $7.9B | 0.18% | |
| 66 | —PANHANDLE OIL AND GAS INC | 364,712 | $7.0B | 0.16% | |
| 67 | —SPECTRANETICS CORP | 238,086 | $6.9B | 0.15% | |
| 68 | MDXGMIMEDX GROUP INC COM | 727,225 | $6.9B | 0.15% | |
| 69 | —NIMBLE STORAGE INC COM | 522,550 | $6.5B | 0.15% | |
| 70 | —LUMBER LIQUIDATORS HLDGS INC C | 263,361 | $5.5B | 0.12% | |
| 71 | —BOTTOMLINE TECHNOLOGIES DELINC | 230,674 | $5.5B | 0.12% | |
| 72 | —VASCO DATA SEC INTL INC COM | 381,306 | $5.1B | 0.11% | |
| 73 | NUVAGBPNUVASIVE INC COM | 67,735 | $5.1B | 0.11% | |
| 74 | ZM3ZUMIEZ INC COM | 258,500 | $4.7B | 0.11% | |
| 75 | SU6SURMODICS INC | 190,502 | $4.6B | 0.10% | |
| 76 | IWOISHARES TR RUSL 2000 GROW | 28,300 | $4.6B | 0.10% | |
| 77 | SCOR1EURCOMSCORE INC COM | 199,950 | $4.3B | 0.10% | |
| 78 | TRMBTRIMBLE INC | 124,435 | $4.0B | 0.09% | |
| 79 | KRNTKORNIT DIGITAL LTD SHS | 199,471 | $3.8B | 0.08% | |
| 80 | JWNUSDNORDSTROM INC COM | 71,162 | $3.3B | 0.07% | |
| 81 | CRREURCARBO CERAMICS INC COM | 253,875 | $3.3B | 0.07% | |
| 82 | —KEY TECHNOLOGY INC COM | 238,527 | $3.2B | 0.07% | |
| 83 | SSYSSTRATASYS LTD SHS | 154,384 | $3.2B | 0.07% | |
| 84 | —ONCOMED PHARMACEUTICALS INC CO | 324,350 | $3.0B | 0.07% | |
| 85 | —DESTINATION MATERNITY CORP | 655,904 | $2.8B | 0.06% | |
| 86 | —CHANNELADVISOR CORP | 203,364 | $2.3B | 0.05% | |
| 87 | EMREMERSON ELEC CO COM | 4,500 | $269.0M | 0.01% | |
| 88 | —CYNOSURE INC CL A | 3,620 | $239.0M | 0.01% | |
| 89 | CVXCHEVRON CORP NEW COM | 1,950 | $209.0M | 0.00% | |
| 90 | —NESTLE SA | 2,700 | $207.0M | 0.00% |