DISCIPLINED GROWTH INVESTORS INC /MN Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3896.4T
Holdings
67
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,966,880 | $422.7T | 10.85% | |
| 2 | PLXSPLEXUS CORP COM | 2,086,977 | $203.6T | 5.23% | |
| 3 | PWIPOWER INTEGRATIONS INC COM | 2,175,448 | $184.1T | 4.73% | |
| 4 | AFWALIGN TECHNOLOGY INC | 469,480 | $156.9T | 4.03% | |
| 5 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,841,212 | $154.3T | 3.96% | |
| 6 | PSTGPURE STORAGE INC CL A | 5,863,096 | $149.6T | 3.84% | |
| 7 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,103,893 | $145.5T | 3.73% | |
| 8 | GRMNGARMIN LTD SHS | 1,391,900 | $140.5T | 3.61% | |
| 9 | CTRACOTERRA ENERGY INC COM | 5,125,527 | $125.8T | 3.23% | |
| 10 | FUODOLBY LABORATORIES INC COM CL | 1,457,873 | $124.5T | 3.20% | |
| 11 | INTUINTUIT COM | 273,330 | $121.9T | 3.13% | |
| 12 | GNTXGENTEX CORP COM | 4,324,675 | $121.2T | 3.11% | |
| 13 | ANETEURARISTA NETWORKS INC COM | 684,255 | $114.9T | 2.95% | |
| 14 | AKAMAKAMAI TECHNOLOGIES COM | 1,441,027 | $112.8T | 2.90% | |
| 15 | CGNXCOGNEX CORP COM | 2,074,250 | $102.8T | 2.64% | |
| 16 | VSATVIASAT INC COM | 2,829,441 | $95.7T | 2.46% | |
| 17 | SNASNAP ON INC COM | 376,548 | $93.0T | 2.39% | |
| 18 | ALRMALARM COM HLDGS INC COM | 1,756,646 | $88.3T | 2.27% | |
| 19 | LSTRLANDSTAR SYS INC COM | 464,533 | $83.3T | 2.14% | |
| 20 | ADSKAUTODESK INC COM | 397,582 | $82.8T | 2.12% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 290,859 | $74.3T | 1.91% | |
| 22 | QA4AGENTHERM INC COM | 1,115,562 | $67.4T | 1.73% | |
| 23 | PRLBPROTO LABS INC COM | 1,996,124 | $66.2T | 1.70% | |
| 24 | SL2SLEEP NUMBER CORPORATION | 1,986,014 | $60.4T | 1.55% | |
| 25 | LGIHLGI HOMES INC COM | 523,145 | $59.7T | 1.53% | |
| 26 | IPGPIPG PHOTONICS CORP COM | 438,197 | $54.0T | 1.39% | |
| 27 | IDIINTERDIGITAL INC COM | 725,886 | $52.9T | 1.36% | |
| 28 | RCLROYAL CARIBBEAN GROUP | 807,924 | $52.8T | 1.35% | |
| 29 | UAAUNDER ARMOUR INC CL A | 5,372,166 | $51.0T | 1.31% | |
| 30 | MYGNMYRIAD GENETICS INC COM | 2,088,784 | $48.5T | 1.25% | |
| 31 | STRASTRATEGIC ED INC COM | 482,108 | $43.3T | 1.11% | |
| 32 | FNDFLOOR & DECOR HLDGS INC CL A | 358,647 | $35.2T | 0.90% | |
| 33 | GGGGRACO INC COM | 461,468 | $33.7T | 0.86% | |
| 34 | SFIXSTITCH FIX INC COM CL A | 6,140,819 | $31.4T | 0.81% | |
| 35 | SPSCSPS COMM INC COM | 200,289 | $30.5T | 0.78% | |
| 36 | MSMMSC INDL DIRECT INC CL A COM | 288,721 | $24.3T | 0.62% | |
| 37 | TREXTREX CO INC COM | 436,993 | $21.3T | 0.55% | |
| 38 | PAYXPAYCHEX INC COM | 181,813 | $20.8T | 0.53% | |
| 39 | OTXOPEN TEXT CORP COM | 523,518 | $20.2T | 0.52% | |
| 40 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,457,017 | $19.0T | 0.49% | |
| 41 | VZIOEURVIZIO HLDG CORP CL A COM | 1,944,394 | $17.8T | 0.46% | |
| 42 | CLBCORE LABORATORIES INC | 795,484 | $17.5T | 0.45% | |
| 43 | GNRCGENERAC HLDGS INC COM | 158,420 | $17.1T | 0.44% | |
| 44 | IRBTQIROBOT CORP COM | 338,516 | $14.8T | 0.38% | |
| 45 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 119,592 | $14.3T | 0.37% | |
| 46 | PROPROS HOLDINGS INC COM | 510,792 | $14.0T | 0.36% | |
| 47 | CEVACEVA INC COM | 437,622 | $13.3T | 0.34% | |
| 48 | SMTCSEMTECH CORP COM | 497,248 | $12.0T | 0.31% | |
| 49 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,498,670 | $10.6T | 0.27% | |
| 50 | SU6SURMODICS INC COM | 404,991 | $9.2T | 0.24% | |
| 51 | CARAEURCARA THERAPEUTICS INC COM | 1,732,375 | $8.5T | 0.22% | |
| 52 | CHRSCOHERUS BIOSCIENCES INC COM | 1,165,512 | $8.0T | 0.20% | |
| 53 | SSYSSTRATASYS LTD SHS | 476,045 | $7.9T | 0.20% | |
| 54 | EGANEGAIN CORP COM NEW | 1,029,245 | $7.8T | 0.20% | |
| 55 | DLTHDULUTH HLDGS INC COM CL B | 1,019,467 | $6.5T | 0.17% | |
| 56 | MLKNMILLERKNOLL INC COM | 312,453 | $6.4T | 0.16% | |
| 57 | KRNTKORNIT DIGITAL LTD SHS | 285,386 | $5.5T | 0.14% | |
| 58 | SRISTONERIDGE INC COM | 218,920 | $4.1T | 0.11% | |
| 59 | EVBGEUREVERBRIDGE INC COM | 115,566 | $4.0T | 0.10% | |
| 60 | ZM3ZUMIEZ INC COM | 179,984 | $3.3T | 0.09% | |
| 61 | MDXGMIMEDX GROUP INC COM | 322,096 | $1.1T | 0.03% | |
| 62 | —FLOTEK INDS INC DEL COM | 752,074 | $518.9B | 0.01% | |
| 63 | AAPLAPPLE INC COM | 2,106 | $347.3B | 0.01% | |
| 64 | MSFTMICROSOFT CORP COM | 982 | $283.1B | 0.01% | |
| 65 | CVXCHEVRON CORP NEW COM | 1,295 | $211.3B | 0.01% | |
| 66 | VLOVALERO ENERGY CORP COM | 1,500 | $209.4B | 0.01% | |
| 67 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $169.5B | 0.00% |