DISCIPLINED GROWTH INVESTORS INC /MN Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$5.2T
Holdings
83
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 431,388 | $263.6B | 5.03% | |
| 2 | SL2SLEEP NUMBER CORPORATION | 2,100,388 | $230.9B | 4.41% | |
| 3 | PLXSPLEXUS CORP COM | 2,205,379 | $201.6B | 3.85% | |
| 4 | GRMNGARMIN LTD SHS | 1,306,504 | $189.0B | 3.61% | |
| 5 | INTUINTUIT COM | 383,851 | $188.2B | 3.59% | |
| 6 | AKAMAKAMAI TECHNOLOGIES COM | 1,606,832 | $187.4B | 3.58% | |
| 7 | —STAMPS COM INC COM NEW | 908,831 | $182.0B | 3.48% | |
| 8 | GNTXGENTEX CORP COM | 4,896,417 | $162.0B | 3.09% | |
| 9 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,458,927 | $156.9B | 3.00% | |
| 10 | SWN1EURSOUTHWESTERN ENERGY CO COM | 27,230,635 | $154.4B | 2.95% | |
| 11 | ADSKAUTODESK INC COM | 512,160 | $149.5B | 2.85% | |
| 12 | PWIPOWER INTEGRATIONS INC COM | 1,821,532 | $149.5B | 2.85% | |
| 13 | SFIXSTITCH FIX INC COM CL A | 2,461,920 | $148.5B | 2.83% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,499,790 | $147.4B | 2.81% | |
| 15 | VSATVIASAT INC COM | 2,378,549 | $118.5B | 2.26% | |
| 16 | OTXOPEN TEXT CORP COM | 2,332,641 | $118.5B | 2.26% | |
| 17 | TJXTJX COS INC NEW COM | 1,677,684 | $113.1B | 2.16% | |
| 18 | —PLANTRONICS INC NEW COM | 2,680,940 | $111.9B | 2.14% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 115,941 | $106.6B | 2.04% | |
| 20 | ALRMALARM COM HLDGS INC COM | 1,199,560 | $101.6B | 1.94% | |
| 21 | PSTGPURE STORAGE INC CL A | 5,138,087 | $100.3B | 1.92% | |
| 22 | CGNXCOGNEX CORP COM | 1,174,317 | $98.7B | 1.88% | |
| 23 | CTRACABOT OIL & GAS CORP | 5,632,808 | $98.3B | 1.88% | |
| 24 | PRLBPROTO LABS INC COM | 970,918 | $89.1B | 1.70% | |
| 25 | QA4AGENTHERM INC COM | 1,204,919 | $85.6B | 1.63% | |
| 26 | UAAUNDER ARMOUR INC CL A | 3,985,308 | $84.3B | 1.61% | |
| 27 | LSTRLANDSTAR SYS INC COM | 526,240 | $83.2B | 1.59% | |
| 28 | MIDDMIDDLEBY CORP COM | 459,451 | $79.6B | 1.52% | |
| 29 | MCHPMICROCHIP TECHNOLOGY INC COM | 523,066 | $78.3B | 1.50% | |
| 30 | RCLROYAL CARIBBEAN GROUP | 900,494 | $76.8B | 1.47% | |
| 31 | PAYXPAYCHEX INC COM | 678,636 | $72.8B | 1.39% | |
| 32 | ANETEURARISTA NETWORKS INC COM | 200,441 | $72.6B | 1.39% | |
| 33 | STRASTRATEGIC EDUCATION INC | 898,040 | $68.3B | 1.30% | |
| 34 | JBLUJETBLUE AWYS CORP COM | 4,044,938 | $67.9B | 1.30% | |
| 35 | TREXTREX CO INC COM | 620,684 | $63.4B | 1.21% | |
| 36 | MYGNMYRIAD GENETICS INC COM | 1,878,821 | $57.5B | 1.10% | |
| 37 | JWNUSDNORDSTROM INC COM | 1,494,774 | $54.7B | 1.04% | |
| 38 | GGGGRACO INC COM | 692,339 | $52.4B | 1.00% | |
| 39 | IDIINTERDIGITAL INC | 709,512 | $51.8B | 0.99% | |
| 40 | —IHS MARKIT LTD SHS | 423,104 | $47.7B | 0.91% | |
| 41 | SNASNAP ON INC COM | 203,519 | $45.5B | 0.87% | |
| 42 | LGIHLGI HOMES INC COM | 276,967 | $44.9B | 0.86% | |
| 43 | IPGPIPG PHOTONICS CORP COM | 207,827 | $43.8B | 0.84% | |
| 44 | DLXDELUXE CORP COM | 852,230 | $40.7B | 0.78% | |
| 45 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,434,395 | $40.4B | 0.77% | |
| 46 | IRBTQIROBOT CORP COM | 344,383 | $32.2B | 0.61% | |
| 47 | MSMMSC INDL DIRECT INC CL A | 312,510 | $28.0B | 0.54% | |
| 48 | —CHANNELADVISOR CORP | 1,020,867 | $25.0B | 0.48% | |
| 49 | SU6SURMODICS INC | 407,067 | $22.1B | 0.42% | |
| 50 | DLTHDULUTH HLDGS INC COM CL B | 1,031,589 | $21.3B | 0.41% | |
| 51 | SPSCSPS COMM INC COM | 208,623 | $20.8B | 0.40% | |
| 52 | CEVACEVA INC COM | 434,919 | $20.6B | 0.39% | |
| 53 | MANHMANHATTAN ASSOCS INC COM | 118,995 | $17.2B | 0.33% | |
| 54 | CLBCORE LABORATORIES N V COM | 438,193 | $17.1B | 0.33% | |
| 55 | FDSFACTSET RESH SYS INC COM | 42,733 | $14.3B | 0.27% | |
| 56 | MLKNMILLER HERMAN INC | 293,419 | $13.8B | 0.26% | |
| 57 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,976,476 | $13.6B | 0.26% | |
| 58 | KRNTKORNIT DIGITAL LTD SHS | 103,353 | $12.8B | 0.25% | |
| 59 | CFRCULLEN FROST BANKERS INC | 114,175 | $12.8B | 0.24% | |
| 60 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,512,658 | $12.2B | 0.23% | |
| 61 | SRISTONERIDGE INC COM | 388,192 | $11.5B | 0.22% | |
| 62 | CARAEURCARA THERAPEUTICS INC COM | 674,846 | $9.6B | 0.18% | |
| 63 | ZM3ZUMIEZ INC COM | 187,283 | $9.2B | 0.18% | |
| 64 | PROPROS HOLDINGS INC COM | 149,183 | $6.8B | 0.13% | |
| 65 | CHRSCOHERUS BIOSCIENCES INC COM | 454,424 | $6.3B | 0.12% | |
| 66 | —BOTTOMLINE TECHNOLOGIES DELINC | 159,749 | $5.9B | 0.11% | |
| 67 | OSPNONESPAN INC COM | 189,699 | $4.8B | 0.09% | |
| 68 | CASA1EURCASA SYS INC COM | 495,972 | $4.4B | 0.08% | |
| 69 | MDXGMIMEDX GROUP | 332,313 | $4.2B | 0.08% | |
| 70 | SSYSSTRATASYS LTD SHS | 112,045 | $2.9B | 0.06% | |
| 71 | NUVAGBPNUVASIVE INC COM | 38,874 | $2.6B | 0.05% | |
| 72 | —FLOTEK INDUSTRIES INC | 1,387,668 | $2.4B | 0.05% | |
| 73 | AAPLAPPLE INC COM | 3,237 | $443.0M | 0.01% | |
| 74 | JPMJPMORGAN CHASE & CO COM | 2,096 | $326.0M | 0.01% | |
| 75 | EMREMERSON ELEC CO COM | 3,300 | $318.0M | 0.01% | |
| 76 | MSFTMICROSOFT CORP COM | 1,120 | $303.0M | 0.01% | |
| 77 | GOOGALPHABET INC CAP STK CL C | 105 | $263.0M | 0.01% | |
| 78 | IWMISHARES TR RUSSELL 2000 | 927 | $213.0M | 0.00% | |
| 79 | VLOVALERO ENERGY CORP NEW COM | 2,700 | $211.0M | 0.00% | |
| 80 | CVXCHEVRON CORP NEW COM | 1,950 | $204.0M | 0.00% | |
| 81 | ETENERGY TRANSFER LP COM UT LTD | 11,452 | $122.0M | 0.00% | |
| 82 | TELLEURTELLURIAN INC | 25,000 | $116.0M | 0.00% | |
| 83 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $100.0M | 0.00% |