DISCIPLINED GROWTH INVESTORS INC /MN Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$4.4B
Holdings
64
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,955,521 | $736.7T | 16625162.47% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,794,393 | $213.3T | 4814912.65% | |
| 3 | PLXSPLEXUS CORP COM | 2,065,732 | $202.9T | 4579931.83% | |
| 4 | PWIPOWER INTEGRATIONS INC COM | 2,103,568 | $199.1T | 4494336.81% | |
| 5 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,157,714 | $175.2T | 3954800.91% | |
| 6 | AFWALIGN TECHNOLOGY INC | 456,190 | $161.3T | 3640858.71% | |
| 7 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,776,457 | $159.2T | 3591789.85% | |
| 8 | GRMNGARMIN LTD SHS | 1,376,808 | $143.6T | 3240505.25% | |
| 9 | AKAMAKAMAI TECHNOLOGIES COM | 1,419,042 | $127.5T | 2878105.27% | |
| 10 | CTRACOTERRA ENERGY INC COM | 4,954,476 | $125.3T | 2828882.65% | |
| 11 | GNTXGENTEX CORP COM | 4,223,172 | $123.6T | 2788751.23% | |
| 12 | INTUINTUIT COM | 266,871 | $122.3T | 2759584.33% | |
| 13 | FUODOLBY LABORATORIES INC COM CL | 1,413,180 | $118.3T | 2668798.80% | |
| 14 | VSATVIASAT INC COM | 2,849,003 | $117.5T | 2652887.37% | |
| 15 | CGNXCOGNEX CORP COM | 1,996,647 | $111.9T | 2524300.63% | |
| 16 | ANETEURARISTA NETWORKS INC COM | 657,647 | $106.6T | 2405278.45% | |
| 17 | SNASNAP ON INC COM | 363,480 | $104.8T | 2364047.00% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 277,131 | $94.8T | 2138610.51% | |
| 19 | ALRMALARM COM HLDGS INC COM | 1,750,412 | $90.5T | 2041547.40% | |
| 20 | LSTRLANDSTAR SYS INC COM | 445,967 | $85.9T | 1937850.96% | |
| 21 | RCLROYAL CARIBBEAN GROUP | 764,630 | $79.3T | 1790169.93% | |
| 22 | ADSKAUTODESK INC COM | 380,524 | $77.9T | 1757136.87% | |
| 23 | LGIHLGI HOMES INC COM | 507,454 | $68.5T | 1544803.04% | |
| 24 | IDIINTERDIGITAL INC COM | 682,315 | $65.9T | 1486736.07% | |
| 25 | QA4AGENTHERM INC COM | 1,117,038 | $63.1T | 1424590.14% | |
| 26 | PRLBPROTO LABS INC COM | 1,746,115 | $61.0T | 1377656.50% | |
| 27 | IPGPIPG PHOTONICS CORP COM | 423,108 | $57.5T | 1296915.40% | |
| 28 | FNDFLOOR & DECOR HLDGS INC CL A | 526,448 | $54.7T | 1235146.39% | |
| 29 | SL2SLEEP NUMBER CORPORATION | 1,932,529 | $52.7T | 1189781.10% | |
| 30 | MYGNMYRIAD GENETICS INC COM | 2,009,802 | $46.6T | 1051388.89% | |
| 31 | GGGGRACO INC COM | 452,595 | $39.1T | 881999.66% | |
| 32 | UAAUNDER ARMOUR INC CL A | 5,169,000 | $37.3T | 842248.82% | |
| 33 | SPSCSPS COMM INC COM | 193,879 | $37.2T | 840358.08% | |
| 34 | STRASTRATEGIC ED INC COM | 481,895 | $32.7T | 737793.70% | |
| 35 | TREXTREX CO INC COM | 430,055 | $28.2T | 636296.64% | |
| 36 | MSMMSC INDL DIRECT INC CL A COM | 275,704 | $26.3T | 592845.46% | |
| 37 | SFIXSTITCH FIX INC COM CL A | 6,133,004 | $23.6T | 532881.51% | |
| 38 | GNRCGENERAC HLDGS INC COM | 152,038 | $22.7T | 511698.15% | |
| 39 | OTXOPEN TEXT CORP COM | 527,487 | $21.9T | 494628.88% | |
| 40 | PAYXPAYCHEX INC COM | 164,698 | $18.4T | 415813.55% | |
| 41 | CLBCORE LABORATORIES INC | 759,192 | $17.7T | 398355.91% | |
| 42 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 113,053 | $16.6T | 375464.21% | |
| 43 | PROPROS HOLDINGS INC COM | 518,904 | $16.0T | 360690.26% | |
| 44 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,505,740 | $15.8T | 357396.07% | |
| 45 | IRBTQIROBOT CORP COM | 340,448 | $15.4T | 347669.07% | |
| 46 | VZIOEURVIZIO HLDG CORP CL A COM | 2,031,209 | $13.7T | 309424.77% | |
| 47 | SMTCSEMTECH CORP COM | 506,631 | $12.9T | 291103.10% | |
| 48 | SU6SURMODICS INC COM | 407,080 | $12.7T | 287646.78% | |
| 49 | CEVACEVA INC COM | 457,838 | $11.7T | 263997.26% | |
| 50 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,505,390 | $11.7T | 263977.38% | |
| 51 | KRNTKORNIT DIGITAL LTD SHS | 307,853 | $9.0T | 204053.49% | |
| 52 | EGANEGAIN CORP COM NEW | 1,051,716 | $7.9T | 177777.58% | |
| 53 | DLTHDULUTH HLDGS INC COM CL B | 1,026,499 | $6.4T | 145483.88% | |
| 54 | CHRSCOHERUS BIOSCIENCES INC COM | 1,179,685 | $5.0T | 113681.72% | |
| 55 | CARAEURCARA THERAPEUTICS INC COM | 1,764,201 | $5.0T | 112675.94% | |
| 56 | MLKNMILLERKNOLL INC COM | 313,257 | $4.6T | 104489.31% | |
| 57 | SRISTONERIDGE INC COM | 219,848 | $4.1T | 93525.62% | |
| 58 | EVBGEUREVERBRIDGE INC COM | 116,857 | $3.1T | 70942.04% | |
| 59 | ZM3ZUMIEZ INC COM | 180,155 | $3.0T | 67735.75% | |
| 60 | MDXGMIMEDX GROUP INC COM | 323,505 | $2.1T | 48259.09% | |
| 61 | —FLOTEK INDS INC DEL COM | 753,101 | $552.8B | 12475.15% | |
| 62 | AAPLAPPLE INC COM | 2,106 | $408.5B | 9219.13% | |
| 63 | MSFTMICROSOFT CORP COM | 982 | $334.4B | 7547.03% | |
| 64 | CVXCHEVRON CORP NEW COM | 1,295 | $203.8B | 4598.67% |