DISCIPLINED GROWTH INVESTORS INC /MN Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$4.8T
Holdings
64
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GRMNGARMIN LTD SHS | 1,414,152 | $307.1B | 6.36% | |
| 2 | EXEEXPAND ENERGY CORPORATION COM | 2,679,629 | $298.3B | 6.17% | |
| 3 | SMCISUPER MICRO COMPUTER INC COM N | 8,349,727 | $285.9B | 5.92% | |
| 4 | PSTGPURE STORAGE INC CL A | 5,485,149 | $242.8B | 5.03% | |
| 5 | IDIINTERDIGITAL INC COM | 1,084,353 | $224.2B | 4.64% | |
| 6 | PLXSPLEXUS CORP COM | 1,651,311 | $211.6B | 4.38% | |
| 7 | CTRACOTERRA ENERGY INC COM | 6,945,328 | $200.7B | 4.15% | |
| 8 | ALRMALARM COM HLDGS INC COM | 3,389,343 | $188.6B | 3.90% | |
| 9 | AKAMAKAMAI TECHNOLOGIES COM | 1,850,380 | $149.0B | 3.08% | |
| 10 | CGNXCOGNEX CORP COM | 4,727,789 | $141.0B | 2.92% | |
| 11 | AFWALIGN TECHNOLOGY INC | 837,233 | $133.0B | 2.75% | |
| 12 | SNASNAP ON INC COM | 394,315 | $132.9B | 2.75% | |
| 13 | MCHPMICROCHIP TECHNOLOGY INC. COM | 2,647,553 | $128.2B | 2.65% | |
| 14 | ANETARISTA NETWORKS INC COM SHS | 1,616,461 | $125.2B | 2.59% | |
| 15 | FUODOLBY LABORATORIES INC COM CL | 1,546,961 | $124.2B | 2.57% | |
| 16 | GNTXGENTEX CORP COM | 4,926,527 | $114.8B | 2.38% | |
| 17 | INTUINTUIT COM | 178,996 | $109.9B | 2.27% | |
| 18 | PWIPOWER INTEGRATIONS INC COM | 2,076,576 | $104.9B | 2.17% | |
| 19 | SMTCSEMTECH CORP COM | 2,778,615 | $95.6B | 1.98% | |
| 20 | FNDFLOOR & DECOR HLDGS INC CL A | 1,181,256 | $95.1B | 1.97% | |
| 21 | PRLBPROTO LABS INC COM | 2,670,718 | $93.6B | 1.94% | |
| 22 | ADSKAUTODESK INC COM | 343,756 | $90.0B | 1.86% | |
| 23 | CLBCORE LABORATORIES INC | 5,491,722 | $82.3B | 1.70% | |
| 24 | GNRCGENERAC HLDGS INC COM | 643,667 | $81.5B | 1.69% | |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 322,794 | $66.9B | 1.38% | |
| 26 | ISRGINTUITIVE SURGICAL INC | 134,657 | $66.7B | 1.38% | |
| 27 | TREXTREX CO INC COM | 1,094,363 | $63.6B | 1.32% | |
| 28 | LGIHLGI HOMES INC COM | 934,007 | $62.1B | 1.28% | |
| 29 | SFIXSTITCH FIX INC COM CL A | 18,697,233 | $60.8B | 1.26% | |
| 30 | VSATVIASAT INC COM | 5,048,751 | $52.6B | 1.09% | |
| 31 | MSMMSC INDL DIRECT INC CL A COM | 618,116 | $48.0B | 0.99% | |
| 32 | LSTRLANDSTAR SYS INC COM | 310,617 | $46.7B | 0.97% | |
| 33 | AIOTPOWERFLEET INC | 8,100,937 | $44.5B | 0.92% | |
| 34 | MYGNMYRIAD GENETICS INC COM | 4,733,692 | $42.0B | 0.87% | |
| 35 | SSDSIMPSON MFG INC COM | 266,935 | $41.9B | 0.87% | |
| 36 | STRASTRATEGIC ED INC COM | 474,788 | $39.9B | 0.83% | |
| 37 | UAAUNDER ARMOUR INC CL A | 6,136,209 | $38.4B | 0.79% | |
| 38 | KRNTKORNIT DIGITAL LTD SHS | 1,984,559 | $37.9B | 0.78% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 581,394 | $36.7B | 0.76% | |
| 40 | GGGGRACO INC COM | 404,026 | $33.7B | 0.70% | |
| 41 | QA4AGENTHERM INC COM | 1,190,008 | $31.8B | 0.66% | |
| 42 | DVDOUBLEVERIFY HLDGS INC COM | 2,049,356 | $27.4B | 0.57% | |
| 43 | CELHCELSIUS HLDGS INC COM NEW | 721,264 | $25.7B | 0.53% | |
| 44 | PAYXPAYCHEX INC COM | 161,799 | $25.0B | 0.52% | |
| 45 | RCLROYAL CARIBBEAN GROUP | 100,217 | $20.6B | 0.43% | |
| 46 | PROPROS HOLDINGS INC COM | 1,074,105 | $20.4B | 0.42% | |
| 47 | SPSCSPS COMM INC COM | 147,627 | $19.6B | 0.41% | |
| 48 | CTLPCANTALOUPE INC COM | 1,981,603 | $15.6B | 0.32% | |
| 49 | PGNYPROGYNY INC COM | 653,070 | $14.6B | 0.30% | |
| 50 | CEVACEVA INC COM | 440,719 | $11.3B | 0.23% | |
| 51 | MLKNMILLERKNOLL INC COM | 571,822 | $10.9B | 0.23% | |
| 52 | ZIPZIPRECRUITER INC CL A | 1,621,606 | $9.6B | 0.20% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 1,875,347 | $9.2B | 0.19% | |
| 54 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,268,330 | $9.1B | 0.19% | |
| 55 | SSTISOUNDTHINKING INC COM | 450,242 | $7.6B | 0.16% | |
| 56 | VTYVERINT SYS INC COM | 400,386 | $7.1B | 0.15% | |
| 57 | SU6SURMODICS INC COM | 202,953 | $6.2B | 0.13% | |
| 58 | INMDINMODE LTD SHS | 296,637 | $5.3B | 0.11% | |
| 59 | EGANEGAIN CORP COM NEW | 963,494 | $4.7B | 0.10% | |
| 60 | FOXFFOX FACTORY HLDG CORP COM | 137,239 | $3.2B | 0.07% | |
| 61 | MDXGMIMEDX GROUP INC COM | 339,864 | $2.6B | 0.05% | |
| 62 | SRISTONERIDGE INC COM | 227,929 | $1.0B | 0.02% | |
| 63 | AAPLAPPLE INC COM | 1,332 | $295.9M | 0.01% | |
| 64 | MSFTMICROSOFT CORP COM | 679 | $254.9M | 0.01% |