DISCIPLINED GROWTH INVESTORS INC /MN Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$5.4T
Holdings
88
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 1,756,795 | $324.6B | 6.04% | |
| 2 | AFWALIGN TECHNOLOGY INC | 910,084 | $249.1B | 4.63% | |
| 3 | INTUINTUIT COM | 923,553 | $241.4B | 4.49% | |
| 4 | TJXTJX COS INC NEW COM | 4,471,825 | $236.5B | 4.40% | |
| 5 | MIDDMIDDLEBY CORP COM | 1,502,658 | $203.9B | 3.79% | |
| 6 | OTXOPEN TEXT CORP COM | 4,827,258 | $198.9B | 3.70% | |
| 7 | UBNTEURUBIQUITI NETWORKS INC COM | 1,458,951 | $191.9B | 3.57% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 344,230 | $180.6B | 3.36% | |
| 9 | PLXSPLEXUS CORP COM | 2,789,419 | $162.8B | 3.03% | |
| 10 | FDSFACTSET RESH SYS INC COM | 524,699 | $150.4B | 2.80% | |
| 11 | ADSKAUTODESK INC COM | 878,378 | $143.1B | 2.66% | |
| 12 | SL2SLEEP NUMBER CORPORATION | 3,460,188 | $139.8B | 2.60% | |
| 13 | PWIPOWER INTEGRATIONS INC COM | 1,679,018 | $134.6B | 2.50% | |
| 14 | AKAMAKAMAI TECHNOLOGIES COM | 1,543,840 | $123.7B | 2.30% | |
| 15 | RCLROYAL CARIBBEAN CRUISES LTD CO | 993,630 | $120.4B | 2.24% | |
| 16 | GRMNGARMIN LTD SHS | 1,505,864 | $120.2B | 2.24% | |
| 17 | RPREALPAGE INC COM | 1,993,860 | $117.3B | 2.18% | |
| 18 | VSATVIASAT INC COM | 1,276,240 | $103.1B | 1.92% | |
| 19 | PRLBPROTO LABS INC COM | 883,671 | $102.5B | 1.91% | |
| 20 | GNTXGENTEX CORP COM | 4,051,777 | $99.7B | 1.86% | |
| 21 | VAREURVARIAN MED SYS INC COM | 711,690 | $96.9B | 1.80% | |
| 22 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,931,303 | $95.4B | 1.78% | |
| 23 | LSTRLANDSTAR SYS INC COM | 881,196 | $95.2B | 1.77% | |
| 24 | FUODOLBY LABORATORIES INC COM CL | 1,388,684 | $89.7B | 1.67% | |
| 25 | JBLUJETBLUE AWYS CORP COM | 4,600,980 | $85.1B | 1.58% | |
| 26 | MCHPMICROCHIP TECHNOLOGY INC COM | 902,450 | $78.2B | 1.46% | |
| 27 | —PLANTRONICS INC NEW COM | 2,079,919 | $77.0B | 1.43% | |
| 28 | MYGNMYRIAD GENETICS INC COM | 2,707,364 | $75.2B | 1.40% | |
| 29 | QA4AGENTHERM INC COM | 1,786,697 | $74.7B | 1.39% | |
| 30 | GGGGRACO INC COM | 1,301,924 | $65.3B | 1.22% | |
| 31 | MANHMANHATTAN ASSOCS INC COM | 858,541 | $59.5B | 1.11% | |
| 32 | CGNXCOGNEX CORP COM | 1,227,553 | $58.9B | 1.10% | |
| 33 | —MEDIDATA SOLUTIONS INC | 649,942 | $58.8B | 1.09% | |
| 34 | —STAMPS COM INC COM NEW | 1,275,029 | $57.7B | 1.07% | |
| 35 | UAAUNDER ARMOUR INC CL A | 2,155,578 | $54.6B | 1.02% | |
| 36 | IPGPIPG PHOTONICS CORP COM | 344,959 | $53.2B | 0.99% | |
| 37 | SWN1EURSOUTHWESTERN ENERGY CO COM | 16,458,944 | $52.0B | 0.97% | |
| 38 | —IHS MARKIT LTD SHS | 790,021 | $50.3B | 0.94% | |
| 39 | LBEURL BRANDS INC COM | 1,861,812 | $48.6B | 0.90% | |
| 40 | TREXTREX CO INC COM | 665,082 | $47.7B | 0.89% | |
| 41 | PAYXPAYCHEX INC COM | 566,049 | $46.6B | 0.87% | |
| 42 | RLRALPH LAUREN CORP | 376,626 | $42.8B | 0.80% | |
| 43 | JWNUSDNORDSTROM INC COM | 1,338,280 | $42.6B | 0.79% | |
| 44 | CAKECHEESECAKE FACTORY INC COM | 950,428 | $41.6B | 0.77% | |
| 45 | MSMMSC INDL DIRECT INC CL A | 528,206 | $39.2B | 0.73% | |
| 46 | CLBCORE LABORATORIES N V COM | 729,632 | $38.1B | 0.71% | |
| 47 | —TCF FINANCIAL CORP | 1,678,482 | $34.9B | 0.65% | |
| 48 | IRBTQIROBOT CORP COM | 368,906 | $33.8B | 0.63% | |
| 49 | TRIPTRIPADVISOR INC | 463,987 | $21.5B | 0.40% | |
| 50 | STRASTRATEGIC EDUCATION INC | 116,805 | $20.8B | 0.39% | |
| 51 | URBNURBAN OUTFITTERS INC COM | 899,162 | $20.5B | 0.38% | |
| 52 | STXSEAGATE TECHNOLOGY PLC SHS | 405,820 | $19.1B | 0.36% | |
| 53 | CARAEURCARA THERAPEUTICS INC COM | 838,278 | $18.0B | 0.34% | |
| 54 | MTLSMATERIALISE NV SPONSORED ADS | 851,055 | $16.6B | 0.31% | |
| 55 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,103,051 | $16.6B | 0.31% | |
| 56 | SPSCSPS COMM INC COM | 140,702 | $14.4B | 0.27% | |
| 57 | CEVACEVA INC COM | 575,185 | $14.0B | 0.26% | |
| 58 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 902,417 | $13.6B | 0.25% | |
| 59 | PROPROS HOLDINGS INC COM | 201,951 | $12.8B | 0.24% | |
| 60 | CSGPCOSTAR GROUP INC COM | 20,721 | $11.5B | 0.21% | |
| 61 | —ATTUNITY LTD SHS NEW | 470,558 | $11.1B | 0.21% | |
| 62 | SFIXSTITCH FIX INC COM CL A | 329,354 | $10.5B | 0.20% | |
| 63 | —BOTTOMLINE TECHNOLOGIES DELINC | 208,044 | $9.2B | 0.17% | |
| 64 | SYNASYNAPTICS INC COM | 288,351 | $8.4B | 0.16% | |
| 65 | —AMBER RD INC COM | 642,711 | $8.4B | 0.16% | |
| 66 | SU6SURMODICS INC | 174,891 | $7.5B | 0.14% | |
| 67 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,140,464 | $7.4B | 0.14% | |
| 68 | —ACACIA COMMUNICATIONS INC | 147,844 | $7.0B | 0.13% | |
| 69 | —CHANNELADVISOR CORP | 701,345 | $6.1B | 0.11% | |
| 70 | ZM3ZUMIEZ INC COM | 235,150 | $6.1B | 0.11% | |
| 71 | DLTHDULUTH HLDGS INC COM CL B | 427,599 | $5.8B | 0.11% | |
| 72 | —FLOTEK INDS INC | 1,565,161 | $5.2B | 0.10% | |
| 73 | KRNTKORNIT DIGITAL LTD SHS | 160,607 | $5.1B | 0.09% | |
| 74 | OSPNONESPAN INC COM | 344,424 | $4.9B | 0.09% | |
| 75 | —PANHANDLE OIL AND GAS INC | 358,285 | $4.7B | 0.09% | |
| 76 | SSYSSTRATASYS LTD SHS | 146,503 | $4.3B | 0.08% | |
| 77 | CASA1EURCASA SYS INC COM | 602,645 | $3.9B | 0.07% | |
| 78 | NUVAGBPNUVASIVE INC COM | 61,708 | $3.6B | 0.07% | |
| 79 | AABAUSDALTABA INC COM | 49,924 | $3.5B | 0.06% | |
| 80 | —ULTRA PETROLEUM CORP | 18,177,918 | $3.3B | 0.06% | |
| 81 | —DESTINATION MATERNITY CORP | 2,276,187 | $3.0B | 0.06% | |
| 82 | —LUMBER LIQUIDATORS HLDGS INC C | 221,073 | $2.6B | 0.05% | |
| 83 | NLSUSDNAUTILUS INC COM | 1,027,205 | $2.3B | 0.04% | |
| 84 | MDXGMIMEDX GROUP INC COM | 486,081 | $2.0B | 0.04% | |
| 85 | IWPISHARES TR RUS MD CP GR ETF | 2,499 | $356.0M | 0.01% | |
| 86 | CRREURCARBO CERAMICS INC COM | 238,774 | $322.0M | 0.01% | |
| 87 | EMREMERSON ELEC CO COM | 4,500 | $300.0M | 0.01% | |
| 88 | CVXCHEVRON CORP NEW COM | 1,950 | $243.0M | 0.00% |