DISCIPLINED GROWTH INVESTORS INC /MN Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$5481.7T
Holdings
68
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 1,019,432 | $1029.7T | 18.78% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,621,581 | $292.3T | 5.33% | |
| 3 | SWN1EURSOUTHWESTERN ENERGY CO COM | 30,622,480 | $232.1T | 4.23% | |
| 4 | AFWALIGN TECHNOLOGY INC | 703,942 | $230.8T | 4.21% | |
| 5 | GRMNGARMIN LTD SHS | 1,363,055 | $202.9T | 3.70% | |
| 6 | PLXSPLEXUS CORP COM | 2,101,802 | $199.3T | 3.64% | |
| 7 | ALRMALARM COM HLDGS INC COM | 2,552,533 | $185.0T | 3.37% | |
| 8 | ANETEURARISTA NETWORKS INC COM | 614,618 | $178.2T | 3.25% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,744,506 | $156.5T | 2.85% | |
| 10 | GNTXGENTEX CORP COM | 4,216,374 | $152.3T | 2.78% | |
| 11 | AKAMAKAMAI TECHNOLOGIES COM | 1,396,681 | $151.9T | 2.77% | |
| 12 | PWIPOWER INTEGRATIONS INC COM | 2,038,786 | $145.9T | 2.66% | |
| 13 | CGNXCOGNEX CORP COM | 3,396,868 | $144.1T | 2.63% | |
| 14 | FNDFLOOR & DECOR HLDGS INC CL A | 1,107,705 | $143.6T | 2.62% | |
| 15 | CTRACOTERRA ENERGY INC COM | 5,012,671 | $139.8T | 2.55% | |
| 16 | INTUINTUIT COM | 204,436 | $132.9T | 2.42% | |
| 17 | FUODOLBY LABORATORIES INC COM CL | 1,391,771 | $116.6T | 2.13% | |
| 18 | IDIINTERDIGITAL INC COM | 1,082,395 | $115.2T | 2.10% | |
| 19 | SNASNAP ON INC COM | 361,519 | $107.1T | 1.95% | |
| 20 | LGIHLGI HOMES INC COM | 890,858 | $103.7T | 1.89% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 256,041 | $102.2T | 1.86% | |
| 22 | ADSKAUTODESK INC COM | 349,500 | $91.0T | 1.66% | |
| 23 | RCLROYAL CARIBBEAN GROUP | 599,520 | $83.3T | 1.52% | |
| 24 | PRLBPROTO LABS INC COM | 1,909,839 | $68.3T | 1.25% | |
| 25 | QA4AGENTHERM INC COM | 1,138,571 | $65.6T | 1.20% | |
| 26 | LSTRLANDSTAR SYS INC COM | 324,717 | $62.6T | 1.14% | |
| 27 | VSATVIASAT INC COM | 3,412,600 | $61.7T | 1.13% | |
| 28 | MSMMSC INDL DIRECT INC CL A COM | 595,445 | $57.8T | 1.05% | |
| 29 | STRASTRATEGIC ED INC COM | 448,179 | $46.7T | 0.85% | |
| 30 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 305,934 | $45.4T | 0.83% | |
| 31 | GNRCGENERAC HLDGS INC COM | 358,713 | $45.2T | 0.83% | |
| 32 | MYGNMYRIAD GENETICS INC COM | 2,077,293 | $44.3T | 0.81% | |
| 33 | IPGPIPG PHOTONICS CORP COM | 480,184 | $43.5T | 0.79% | |
| 34 | TREXTREX CO INC COM | 415,939 | $41.5T | 0.76% | |
| 35 | UAAUNDER ARMOUR INC CL A | 5,341,912 | $39.4T | 0.72% | |
| 36 | GGGGRACO INC COM | 413,882 | $38.7T | 0.71% | |
| 37 | VZIOEURVIZIO HLDG CORP CL A COM | 3,437,340 | $37.6T | 0.69% | |
| 38 | KRNTKORNIT DIGITAL LTD SHS | 1,948,604 | $35.3T | 0.64% | |
| 39 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,186,704 | $31.8T | 0.58% | |
| 40 | SPSCSPS COMM INC COM | 170,171 | $31.5T | 0.57% | |
| 41 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,569,157 | $20.7T | 0.38% | |
| 42 | PGNYPROGYNY INC COM | 519,054 | $19.8T | 0.36% | |
| 43 | SU6SURMODICS INC COM | 659,175 | $19.3T | 0.35% | |
| 44 | PROPROS HOLDINGS INC COM | 524,174 | $19.0T | 0.35% | |
| 45 | SFIXSTITCH FIX INC COM CL A | 6,876,897 | $18.2T | 0.33% | |
| 46 | PAYXPAYCHEX INC COM | 141,615 | $17.4T | 0.32% | |
| 47 | INMDINMODE LTD SHS | 782,531 | $16.9T | 0.31% | |
| 48 | SMTCSEMTECH CORP COM | 562,869 | $15.5T | 0.28% | |
| 49 | CLBCORE LABORATORIES INC | 815,757 | $13.9T | 0.25% | |
| 50 | ZIPZIPRECRUITER INC CL A | 988,806 | $11.4T | 0.21% | |
| 51 | CEVACEVA INC COM | 486,670 | $11.1T | 0.20% | |
| 52 | CTLPCANTALOUPE INC | 1,586,830 | $10.2T | 0.19% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 1,591,676 | $8.4T | 0.15% | |
| 54 | MLKNMILLERKNOLL INC COM | 330,938 | $8.2T | 0.15% | |
| 55 | AIOTPOWERFLEET INC | 1,497,088 | $8.0T | 0.15% | |
| 56 | EGANEGAIN CORP COM NEW | 1,128,090 | $7.3T | 0.13% | |
| 57 | EVBGEUREVERBRIDGE INC COM | 129,942 | $4.5T | 0.08% | |
| 58 | SRISTONERIDGE INC COM | 239,480 | $4.4T | 0.08% | |
| 59 | CHRSCOHERUS BIOSCIENCES INC COM | 1,255,937 | $3.0T | 0.05% | |
| 60 | —LUNA INNOVATIONS INC | 903,468 | $2.9T | 0.05% | |
| 61 | ZM3ZUMIEZ INC COM | 185,600 | $2.8T | 0.05% | |
| 62 | MDXGMIMEDX GROUP INC COM | 351,923 | $2.7T | 0.05% | |
| 63 | CARAEURCARA THERAPEUTICS INC COM | 1,815,058 | $1.7T | 0.03% | |
| 64 | MSFTMICROSOFT CORP COM | 679 | $285.7B | 0.01% | |
| 65 | SL2SLEEP NUMBER CORPORATION | 15,994 | $256.4B | 0.00% | |
| 66 | VLOVALERO ENERGY CORP COM | 1,500 | $256.0B | 0.00% | |
| 67 | AAPLAPPLE INC COM | 1,464 | $251.0B | 0.00% | |
| 68 | CVXCHEVRON CORP NEW COM | 1,295 | $204.3B | 0.00% |