DISCIPLINED GROWTH INVESTORS INC /MN Q2 2018 Filing
Filed August 15, 2018
Portfolio Value
$5.4B
Holdings
85
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 928,065 | $317.5B | 5862.77% | |
| 2 | EWEDWARDS LIFESCIENCES CORP COM | 2,027,286 | $295.1B | 5448.89% | |
| 3 | INTUINTUIT COM | 1,128,104 | $230.5B | 4255.48% | |
| 4 | TJXTJX COS INC NEW COM | 2,356,134 | $224.3B | 4140.64% | |
| 5 | OTXOPEN TEXT CORP COM | 5,442,777 | $191.5B | 3536.39% | |
| 6 | ISRGINTUITIVE SURGICAL INC | 381,151 | $182.4B | 3367.30% | |
| 7 | ADSKAUTODESK INC COM | 1,332,782 | $174.7B | 3225.88% | |
| 8 | PLXSPLEXUS CORP COM | 2,904,546 | $172.9B | 3193.07% | |
| 9 | MIDDMIDDLEBY CORP COM | 1,575,497 | $164.5B | 3037.53% | |
| 10 | —PLANTRONICS INC NEW COM | 1,849,773 | $141.0B | 2604.23% | |
| 11 | STXSEAGATE TECHNOLOGY PLC SHS | 2,310,402 | $130.5B | 2408.93% | |
| 12 | UBNTEURUBIQUITI NETWORKS INC COM | 1,536,461 | $130.2B | 2403.41% | |
| 13 | PWIPOWER INTEGRATIONS INC COM | 1,658,590 | $121.2B | 2237.07% | |
| 14 | FDSFACTSET RESH SYS INC COM | 602,667 | $119.4B | 2204.36% | |
| 15 | AKAMAKAMAI TECHNOLOGIES COM | 1,583,184 | $115.9B | 2140.64% | |
| 16 | PRLBPROTO LABS INC COM | 916,240 | $109.0B | 2012.31% | |
| 17 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,041,074 | $107.9B | 1991.41% | |
| 18 | SL2SLEEP NUMBER CORPORATION | 3,582,611 | $104.0B | 1919.63% | |
| 19 | LSTRLANDSTAR SYS INC COM | 914,288 | $99.8B | 1843.43% | |
| 20 | RPREALPAGE INC COM | 1,756,213 | $96.8B | 1786.69% | |
| 21 | GNTXGENTEX CORP COM | 4,181,634 | $96.3B | 1777.34% | |
| 22 | GRMNGARMIN LTD SHS | 1,576,593 | $96.2B | 1775.70% | |
| 23 | JBLUJETBLUE AIRWAYS CORP COM | 4,680,916 | $88.8B | 1640.40% | |
| 24 | VAREURVARIAN MED SYS INC COM | 745,900 | $84.8B | 1566.17% | |
| 25 | MCHPMICROCHIP TECHNOLOGY INC COM | 923,155 | $84.0B | 1550.24% | |
| 26 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,510,405 | $83.0B | 1532.88% | |
| 27 | FUODOLBY LABORATORIES INC COM | 1,344,217 | $82.9B | 1531.11% | |
| 28 | —MEDIDATA SOLUTIONS INC | 926,154 | $74.6B | 1377.60% | |
| 29 | VSATVIASAT INC COM | 1,111,076 | $73.0B | 1348.23% | |
| 30 | —STAMPS COM INC COM NEW | 288,290 | $73.0B | 1346.97% | |
| 31 | QA4AGENTHERM INC COM | 1,835,384 | $72.1B | 1331.81% | |
| 32 | JWNUSDNORDSTROM INC | 1,376,227 | $71.3B | 1315.75% | |
| 33 | LBEURL BRANDS INC COM | 1,907,601 | $70.4B | 1298.97% | |
| 34 | SWN1EURSOUTHWESTERN ENERGY CO COM | 12,392,448 | $65.7B | 1212.70% | |
| 35 | GGGGRACO INC COM | 1,354,595 | $61.3B | 1131.00% | |
| 36 | CAKECHEESECAKE FACTORY INC COM | 979,689 | $53.9B | 995.97% | |
| 37 | ETDETHAN ALLEN INTERIORS INC COM | 2,166,210 | $53.1B | 979.91% | |
| 38 | SYNASYNAPTICS INC COM | 993,244 | $50.0B | 923.74% | |
| 39 | UAAUNDER ARMOUR INC CL A | 2,217,780 | $49.9B | 920.53% | |
| 40 | RLRALPH LAUREN CORP | 389,489 | $49.0B | 904.12% | |
| 41 | MYGNMYRIAD GENETICS INC COM | 1,301,525 | $48.6B | 898.04% | |
| 42 | TREXTREX CO INC COM | 733,892 | $45.9B | 848.12% | |
| 43 | —TCF FINANCIAL CORP | 1,747,149 | $43.0B | 794.22% | |
| 44 | —IHS MARKIT LTD | 821,692 | $42.4B | 782.70% | |
| 45 | MANHMANHATTAN ASSOCS INC COM | 894,299 | $42.0B | 776.24% | |
| 46 | CLBCORE LABORATORIES N V COM | 330,729 | $41.7B | 770.70% | |
| 47 | PAYXPAYCHEX INC COM | 595,541 | $40.7B | 751.57% | |
| 48 | URBNURBAN OUTFITTERS INC COM | 892,655 | $39.8B | 734.27% | |
| 49 | CGNXCOGNEX CORP COM | 799,212 | $35.7B | 658.29% | |
| 50 | —ULTRA PETROLEUM CORP | 14,096,583 | $32.4B | 597.40% | |
| 51 | AABAUSDALTABA INC COM | 432,290 | $31.6B | 584.34% | |
| 52 | IRBTQIROBOT CORP COM | 375,888 | $28.5B | 525.87% | |
| 53 | TRIPTRIPADVISOR INC | 476,710 | $26.6B | 490.36% | |
| 54 | CEVACEVA INC COM | 593,253 | $17.9B | 330.80% | |
| 55 | CARAEURCARA THERAPEUTICS INC COM | 858,287 | $16.4B | 303.47% | |
| 56 | CSGPCOSTAR GROUP INC COM | 39,502 | $16.3B | 300.96% | |
| 57 | NLSUSDNAUTILUS INC COM | 1,017,571 | $16.0B | 294.98% | |
| 58 | —ULTIMATE SOFTWARE GROUP INC | 61,544 | $15.8B | 292.39% | |
| 59 | MIXTMIX TELEMATICS LTD SPONSORED A | 809,747 | $14.3B | 264.94% | |
| 60 | —CAPELLA EDUCATION COMPANY | 138,210 | $13.6B | 251.86% | |
| 61 | MTLSMATERIALISE NV SPONSORED ADS | 892,242 | $11.6B | 213.83% | |
| 62 | PROPROS HOLDINGS INC COM | 304,821 | $11.1B | 205.82% | |
| 63 | SPSCSPS COMM INC COM | 144,920 | $10.6B | 196.62% | |
| 64 | —BOTTOMLINE TECHNOLOGIES DELINC | 212,772 | $10.6B | 195.75% | |
| 65 | DLTHDULUTH HLDGS INC COM CL B | 430,293 | $10.2B | 189.01% | |
| 66 | —CHANNELADVISOR CORP | 706,223 | $9.9B | 183.20% | |
| 67 | SU6SURMODICS INC | 177,371 | $9.8B | 180.78% | |
| 68 | OSPNONESPAN INC COM | 352,232 | $6.9B | 127.79% | |
| 69 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 488,751 | $6.9B | 126.88% | |
| 70 | —PANHANDLE OIL AND GAS INC | 358,520 | $6.8B | 126.44% | |
| 71 | —LUMBER LIQUIDATORS HLDGS INC C | 257,180 | $6.3B | 115.62% | |
| 72 | ZM3ZUMIEZ INC COM | 242,469 | $6.1B | 112.15% | |
| 73 | —ACACIA COMMUNICATIONS INC | 151,609 | $5.3B | 97.45% | |
| 74 | —FLOTEK INDS INC | 1,581,215 | $5.1B | 94.29% | |
| 75 | MDXGMIMEDX GROUP INC COM | 712,710 | $4.6B | 84.08% | |
| 76 | —DESTINATION MATERNITY CORP | 616,259 | $3.6B | 66.23% | |
| 77 | IWOISHARES TR RUSL 2000 GROW | 16,700 | $3.4B | 63.00% | |
| 78 | NUVAGBPNUVASIVE INC COM | 63,655 | $3.3B | 61.26% | |
| 79 | —AMBER RD INC COM | 341,945 | $3.2B | 59.42% | |
| 80 | KRNTKORNIT DIGITAL LTD SHS | 176,092 | $3.1B | 57.87% | |
| 81 | SSYSSTRATASYS LTD SHS | 147,683 | $2.8B | 52.20% | |
| 82 | CRREURCARBO CERAMICS INC COM | 241,002 | $2.2B | 40.80% | |
| 83 | —ONCOMED PHARMACEUTICALS | 151,879 | $351.0M | 6.48% | |
| 84 | EMREMERSON ELEC CO COM | 4,500 | $311.0M | 5.74% | |
| 85 | CVXCHEVRON CORP NEW COM | 1,950 | $247.0M | 4.56% |