DISCIPLINED GROWTH INVESTORS INC /MN Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$4.6T
Holdings
96
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWN1EURSOUTHWESTERN ENERGY CO COM | 27,499,183 | $197.2B | 4.28% | |
| 2 | AKAMAKAMAI TECHNOLOGIES COM | 1,600,852 | $191.1B | 4.15% | |
| 3 | PLXSPLEXUS CORP COM | 2,272,258 | $185.9B | 4.03% | |
| 4 | AFWALIGN TECHNOLOGY INC | 419,858 | $183.1B | 3.97% | |
| 5 | PSTGPURE STORAGE INC CL A | 5,066,185 | $178.9B | 3.88% | |
| 6 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,512,092 | $171.8B | 3.73% | |
| 7 | PWIPOWER INTEGRATIONS INC COM | 1,813,737 | $168.1B | 3.65% | |
| 8 | INTUINTUIT COM | 337,974 | $162.5B | 3.53% | |
| 9 | GRMNGARMIN LTD SHS | 1,307,930 | $155.1B | 3.37% | |
| 10 | MCHPMICROCHIP TECHNOLOGY INC COM | 2,048,634 | $153.9B | 3.34% | |
| 11 | CTRACOTERRA ENERGY INC | 5,658,610 | $152.6B | 3.31% | |
| 12 | VSATVIASAT INC COM | 2,919,940 | $142.5B | 3.09% | |
| 13 | GNTXGENTEX CORP COM | 4,821,468 | $140.6B | 3.05% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,550,307 | $121.3B | 2.63% | |
| 15 | SL2SLEEP NUMBER CORPORATION | 2,125,842 | $107.8B | 2.34% | |
| 16 | ANETEURARISTA NETWORKS INC COM | 771,291 | $107.2B | 2.33% | |
| 17 | —PLANTRONICS INC NEW COM | 2,619,723 | $103.2B | 2.24% | |
| 18 | TJXTJX COS INC NEW COM | 1,654,745 | $100.2B | 2.18% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 331,730 | $100.1B | 2.17% | |
| 20 | PRLBPROTO LABS INC COM | 1,860,976 | $98.4B | 2.14% | |
| 21 | ADSKAUTODESK INC COM | 456,878 | $97.9B | 2.13% | |
| 22 | OTXOPEN TEXT CORP COM | 2,292,012 | $97.2B | 2.11% | |
| 23 | CGNXCOGNEX CORP COM | 1,138,795 | $87.9B | 1.91% | |
| 24 | SNASNAP ON INC COM | 425,640 | $87.5B | 1.90% | |
| 25 | QA4AGENTHERM INC COM | 1,180,579 | $86.2B | 1.87% | |
| 26 | PAYXPAYCHEX INC COM | 614,741 | $83.9B | 1.82% | |
| 27 | ALRMALARM COM HLDGS INC COM | 1,190,518 | $79.1B | 1.72% | |
| 28 | LSTRLANDSTAR SYS INC COM | 515,277 | $77.7B | 1.69% | |
| 29 | RCLROYAL CARIBBEAN GROUP | 888,459 | $74.4B | 1.62% | |
| 30 | UAAUNDER ARMOUR INC CL A | 3,981,862 | $67.8B | 1.47% | |
| 31 | JBLUJETBLUE AWYS CORP COM | 4,211,378 | $63.0B | 1.37% | |
| 32 | IDIINTERDIGITAL INC | 789,658 | $50.4B | 1.09% | |
| 33 | STRASTRATEGIC EDUCATION INC | 756,783 | $50.2B | 1.09% | |
| 34 | SPGIS&P GLOBAL INC | 116,607 | $47.8B | 1.04% | |
| 35 | MYGNMYRIAD GENETICS INC COM | 1,874,478 | $47.2B | 1.03% | |
| 36 | GGGGRACO INC COM | 663,950 | $46.3B | 1.00% | |
| 37 | LGIHLGI HOMES INC COM | 470,045 | $45.9B | 1.00% | |
| 38 | JWNUSDNORDSTROM INC COM | 1,609,386 | $43.6B | 0.95% | |
| 39 | SFIXSTITCH FIX INC COM CL A | 3,011,295 | $30.3B | 0.66% | |
| 40 | TREXTREX CO INC COM | 436,814 | $28.5B | 0.62% | |
| 41 | MSMMSC INDL DIRECT INC CL A | 328,024 | $28.0B | 0.61% | |
| 42 | CLBCORE LABORATORIES N V COM | 855,731 | $27.1B | 0.59% | |
| 43 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,412,390 | $27.0B | 0.59% | |
| 44 | SPSCSPS COMM INC COM | 200,717 | $26.3B | 0.57% | |
| 45 | DLXDELUXE CORP COM | 840,435 | $25.4B | 0.55% | |
| 46 | IPGPIPG PHOTONICS CORP COM | 206,669 | $22.7B | 0.49% | |
| 47 | IRBTQIROBOT CORP COM | 346,910 | $22.0B | 0.48% | |
| 48 | CARAEURCARA THERAPEUTICS INC COM | 1,694,350 | $20.6B | 0.45% | |
| 49 | TTWOTAKE-TWO INTERACTIVE | 132,627 | $20.4B | 0.44% | |
| 50 | SU6SURMODICS INC | 406,502 | $18.4B | 0.40% | |
| 51 | CEVACEVA INC COM | 429,129 | $17.4B | 0.38% | |
| 52 | —CHANNELADVISOR CORP | 1,012,994 | $16.8B | 0.36% | |
| 53 | DLTHDULUTH HLDGS INC COM CL B | 1,023,584 | $12.5B | 0.27% | |
| 54 | PINGUSDPING IDENTITY HOLDING | 444,771 | $12.2B | 0.26% | |
| 55 | MLKNMILLERKNOLL INC | 314,857 | $10.9B | 0.24% | |
| 56 | VZIOEURVIZIO HLDG CORP CL A COM | 991,110 | $8.8B | 0.19% | |
| 57 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,505,523 | $8.7B | 0.19% | |
| 58 | KRNTKORNIT DIGITAL LTD SHS | 99,909 | $8.3B | 0.18% | |
| 59 | —BOTTOMLINE TECHNOLOGIES DELINC | 138,735 | $7.9B | 0.17% | |
| 60 | ZM3ZUMIEZ INC COM | 184,560 | $7.1B | 0.15% | |
| 61 | PROPROS HOLDINGS INC COM | 147,728 | $4.9B | 0.11% | |
| 62 | EVBGEUREVERBRIDGE INC COM | 112,620 | $4.9B | 0.11% | |
| 63 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,950,002 | $4.9B | 0.11% | |
| 64 | —EGAIN CORPORATION | 416,022 | $4.8B | 0.10% | |
| 65 | SRISTONERIDGE INC COM | 220,551 | $4.6B | 0.10% | |
| 66 | CHRSCOHERUS BIOSCIENCES INC COM | 244,921 | $3.2B | 0.07% | |
| 67 | CASA1EURCASA SYS INC COM | 496,217 | $2.2B | 0.05% | |
| 68 | NUVAGBPNUVASIVE INC COM | 36,078 | $2.0B | 0.04% | |
| 69 | SSYSSTRATASYS LTD SHS | 64,420 | $1.6B | 0.04% | |
| 70 | MDXGMIMEDX GROUP | 330,380 | $1.6B | 0.03% | |
| 71 | MSFTMICROSOFT CORP COM | 3,696 | $1.1B | 0.02% | |
| 72 | AAPLAPPLE INC COM | 6,470 | $1.1B | 0.02% | |
| 73 | —FLOTEK INDUSTRIES INC | 764,366 | $963.0M | 0.02% | |
| 74 | AONAON PLC SHS CL A | 1,939 | $631.0M | 0.01% | |
| 75 | CBCHUBB LIMITED COM | 2,462 | $527.0M | 0.01% | |
| 76 | MDLZMONDELEZ INTL INC CL A | 7,116 | $447.0M | 0.01% | |
| 77 | ICEINTERCONTINENTAL EXCHANGE INC | 3,293 | $435.0M | 0.01% | |
| 78 | FISVFISERV INC COM | 4,142 | $420.0M | 0.01% | |
| 79 | CDKCDK GLOBAL INC COM | 8,347 | $406.0M | 0.01% | |
| 80 | SNAPSNAP INC CL A | 10,388 | $374.0M | 0.01% | |
| 81 | QSRRESTAURANT BRANDS INTL INC COM | 6,268 | $366.0M | 0.01% | |
| 82 | VMWEURVMWARE INC CL A COM | 3,174 | $361.0M | 0.01% | |
| 83 | CMCSACOMCAST CORP NEW CL A | 7,268 | $340.0M | 0.01% | |
| 84 | BERYEURBERRY GLOBAL GROUP INC COM | 5,534 | $321.0M | 0.01% | |
| 85 | CVXCHEVRON CORP NEW COM | 1,950 | $318.0M | 0.01% | |
| 86 | NVONOVO NORDISK A/S ADR-EACH CNV | 2,779 | $309.0M | 0.01% | |
| 87 | TAPMOLSON COORS BEVERAGE CO CL B | 5,725 | $306.0M | 0.01% | |
| 88 | FISFIDELITY NATL INFORMATION SVCS | 2,937 | $295.0M | 0.01% | |
| 89 | FCXFREEPORT-MCMORAN INC | 5,874 | $292.0M | 0.01% | |
| 90 | OKTAOKTA INC | 1,667 | $252.0M | 0.01% | |
| 91 | EMREMERSON ELEC CO COM | 2,300 | $226.0M | 0.00% | |
| 92 | VLOVALERO ENERGY CORP NEW COM | 2,000 | $203.0M | 0.00% | |
| 93 | PLDPROLOGIS INC. COM | 1,257 | $203.0M | 0.00% | |
| 94 | PROSYPROSUS N V SPONSORED ADR | 15,581 | $170.0M | 0.00% | |
| 95 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $151.0M | 0.00% | |
| 96 | TELLEURTELLURIAN INC | 25,000 | $132.0M | 0.00% |