DISCIPLINED GROWTH INVESTORS INC /MN Q2 2024 Filing

Filed August 15, 2024

Portfolio Value

$5.3B

Holdings

66

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (66 positions)

StockValue
SMCIUSDSUPER MICRO COMPUTER INC COM
$829.5B
PSTGPURE STORAGE INC CL A
$353.6B
GRMNGARMIN LTD SHS
$220.3B
PLXSPLEXUS CORP COM
$217.6B
ANETEURARISTA NETWORKS INC COM
$211.4B
SWN1EURSOUTHWESTERN ENERGY CO COM
$206.4B
ALRMALARM COM HLDGS INC COM
$172.3B
AFWALIGN TECHNOLOGY INC
$170.8B
CGNXCOGNEX CORP COM
$161.1B
MCHPMICROCHIP TECHNOLOGY INC. COM
$159.2B
GNTXGENTEX CORP COM
$143.6B
PWIPOWER INTEGRATIONS INC COM
$142.5B
CTRACOTERRA ENERGY INC COM
$135.1B
INTUINTUIT COM
$128.3B
IDIINTERDIGITAL INC COM
$127.4B
AKAMAKAMAI TECHNOLOGIES COM
$127.1B
FNDFLOOR & DECOR HLDGS INC CL A
$111.7B
FUODOLBY LABORATORIES INC COM CL
$111.1B
ISRGINTUITIVE SURGICAL INC
$110.0B
SNASNAP ON INC COM
$95.4B
RCLROYAL CARIBBEAN GROUP
$92.2B
CLBCORE LABORATORIES INC
$90.5B
ADSKAUTODESK INC COM
$86.2B
LGIHLGI HOMES INC COM
$81.1B
SMTCSEMTECH CORP COM
$74.6B
PRLBPROTO LABS INC COM
$60.1B
LSTRLANDSTAR SYS INC COM
$58.6B
QA4AGENTHERM INC COM
$56.6B
MYGNMYRIAD GENETICS INC COM
$51.1B
STRASTRATEGIC ED INC COM
$49.9B
TTWOTAKE-TWO INTERACTIVE SOFTWARE
$48.3B
GNRCGENERAC HLDGS INC COM
$48.3B
MSMMSC INDL DIRECT INC CL A COM
$48.1B
VSATVIASAT INC COM
$43.8B
IPGPIPG PHOTONICS CORP COM
$41.4B
AIOTPOWERFLEET INC
$38.8B
SFIXSTITCH FIX INC COM CL A
$38.5B
VZIOEURVIZIO HLDG CORP CL A COM
$37.2B
UAAUNDER ARMOUR INC CL A
$36.1B
GGGGRACO INC COM
$32.2B
SPSCSPS COMM INC COM
$31.7B
TREXTREX CO INC COM
$30.5B
KRNTKORNIT DIGITAL LTD SHS
$30.2B
SU6SURMODICS INC COM
$24.4B
PAYXPAYCHEX INC COM
$16.7B
PGNYPROGYNY INC COM
$15.1B
PROPROS HOLDINGS INC COM
$15.0B
INMDINMODE LTD SHS
$14.7B
GEOSGEOSPACE TECHNOLOGIES CORP COM
$14.1B
CTLPCANTALOUPE INC
$10.6B
CEVACEVA INC COM
$9.3B
ZIPZIPRECRUITER INC CL A
$9.0B
MLKNMILLERKNOLL INC COM
$8.8B
MTLSMATERIALISE NV SPONSORED ADS
$8.0B
EGANEGAIN CORP COM NEW
$7.1B
EVBGEUREVERBRIDGE INC COM
$4.5B
SRISTONERIDGE INC COM
$3.8B
ZM3ZUMIEZ INC COM
$3.6B
MDXGMIMEDX GROUP INC COM
$2.4B
CHRSCOHERUS BIOSCIENCES INC COM
$2.2B
CARAEURCARA THERAPEUTICS INC COM
$499.4M
AAPLAPPLE INC COM
$308.3M
MSFTMICROSOFT CORP COM
$303.5M
VLOVALERO ENERGY CORP COM
$235.1M
AVGOBROADCOM INC COM
$228.0M
CVXCHEVRON CORP NEW COM
$202.6M