DISCIPLINED GROWTH INVESTORS INC /MN Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$3.7B
Holdings
75
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (75 positions)
| Stock | Value |
|---|---|
SMCIUSDSUPER MICRO COMPUTER INC COM | $183.7M |
PLXSPLEXUS CORP COM | $180.1M |
SWN1EURSOUTHWESTERN ENERGY CO COM | $172.6M |
AKAMAKAMAI TECHNOLOGIES COM | $147.8M |
CTRACOTERRA ENERGY INC | $147.2M |
GRMNGARMIN LTD SHS | $139.7M |
PWIPOWER INTEGRATIONS INC COM | $137.9M |
GNTXGENTEX CORP COM | $136.4M |
PSTGPURE STORAGE INC CL A | $131.9M |
AFWALIGN TECHNOLOGY INC | $120.8M |
MCHPMICROCHIP TECHNOLOGY INC COM | $120.6M |
ALRMALARM COM HLDGS INC COM | $119.4M |
INTUINTUIT COM | $117.7M |
FUODOLBY LABORATORIES INC COM CL | $116.0M |
VSATVIASAT INC COM | $90.3M |
PRLBPROTO LABS INC COM | $89.8M |
OTXOPEN TEXT CORP COM | $87.4M |
SNASNAP ON INC COM | $85.0M |
ADSKAUTODESK INC COM | $80.1M |
LSTRLANDSTAR SYS INC COM | $76.2M |
CGNXCOGNEX CORP COM | $75.5M |
QA4AGENTHERM INC COM | $74.4M |
ANETEURARISTA NETWORKS INC COM | $73.6M |
TJXTJX COS INC NEW COM | $73.1M |
ISRGINTUITIVE SURGICAL INC | $68.0M |
SL2SLEEP NUMBER CORPORATION | $66.3M |
STRASTRATEGIC EDUCATION INC | $54.0M |
UAAUNDER ARMOUR INC CL A | $49.6M |
LGIHLGI HOMES INC COM | $49.6M |
IDIINTERDIGITAL INC | $48.5M |
PAYXPAYCHEX INC COM | $42.9M |
GGGGRACO INC COM | $40.1M |
MYGNMYRIAD GENETICS INC COM | $34.5M |
JWNUSDNORDSTROM INC COM | $34.3M |
RCLROYAL CARIBBEAN GROUP | $31.3M |
SMTCSEMTECH CORP COM | $30.6M |
—PLANTRONICS INC NEW COM | $30.4M |
JBLUJETBLUE AWYS CORP COM | $27.1M |
MSMMSC INDL DIRECT INC CL A | $24.9M |
TREXTREX CO INC COM | $23.8M |
SPSCSPS COMM INC COM | $22.8M |
IPGPIPG PHOTONICS CORP COM | $19.7M |
MIXTMIX TELEMATICS LTD SPONSORED A | $19.7M |
DLXDELUXE CORP COM | $18.4M |
SFIXSTITCH FIX INC COM CL A | $17.8M |
CLBCORE LABORATORIES N V COM | $17.1M |
TTWOTAKE-TWO INTERACTIVE | $16.5M |
CARAEURCARA THERAPEUTICS INC COM | $15.5M |
SU6SURMODICS INC | $15.2M |
—CHANNELADVISOR CORP | $14.8M |
CEVACEVA INC COM | $14.4M |
IRBTQIROBOT CORP COM | $12.8M |
VZIOEURVIZIO HOLDING | $10.2M |
DLTHDULUTH HLDGS INC COM CL B | $9.8M |
MLKNMILLERKNOLL INC | $8.3M |
PINGUSDPING IDENTITY HOLDING | $8.1M |
GEOSGEOSPACE TECHNOLOGIES CORP COM | $7.2M |
—EGAIN CORPORATION | $6.6M |
KRNTKORNIT DIGITAL LTD SHS | $5.0M |
ZM3ZUMIEZ INC COM | $4.8M |
PROPROS HOLDINGS INC COM | $3.9M |
SRISTONERIDGE INC COM | $3.8M |
EVBGEUREVERBRIDGE INC COM | $3.1M |
CASA1EURCASA SYS INC COM | $2.0M |
CHRSCOHERUS BIOSCIENCES INC COM | $1.8M |
SSYSSTRATASYS LTD SHS | $1.2M |
MDXGMIMEDX GROUP | $1.2M |
MSFTMICROSOFT CORP COM | $780K |
—FLOTEK INDUSTRIES INC | $757K |
RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | $705K |
AAPLAPPLE INC COM | $300K |
CVXCHEVRON CORP NEW COM | $257K |
VMWEURVMWARE INC CL A COM | $255K |
CMCSACOMCAST CORP NEW CL A | $201K |
0E41ENLINK MIDSTREAM LLC COM UNIT | $133K |