DISCIPLINED GROWTH INVESTORS INC /MN Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.2B
Holdings
64
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (64 positions)
| Stock | Value |
|---|---|
SMCISUPER MICRO COMPUTER INC COM N | $476.9M |
PSTGPURE STORAGE INC CL A | $314.2M |
EXEEXPAND ENERGY CORPORATION COM | $306.7M |
GRMNGARMIN LTD SHS | $296.2M |
PLXSPLEXUS CORP COM | $222.8M |
IDIINTERDIGITAL INC COM | $215.4M |
ANETARISTA NETWORKS INC COM SHS | $207.8M |
ALRMALARM COM HLDGS INC COM | $197.5M |
MCHPMICROCHIP TECHNOLOGY INC. COM | $183.7M |
CTRACOTERRA ENERGY INC COM | $175.4M |
AFWALIGN TECHNOLOGY INC | $160.0M |
CGNXCOGNEX CORP COM | $151.3M |
AKAMAKAMAI TECHNOLOGIES COM | $146.7M |
SMTCSEMTECH CORP COM | $130.7M |
SNASNAP ON INC COM | $121.1M |
PWIPOWER INTEGRATIONS INC COM | $115.2M |
FUODOLBY LABORATORIES INC COM CL | $114.3M |
PRLBPROTO LABS INC COM | $109.0M |
GNTXGENTEX CORP COM | $108.2M |
ADSKAUTODESK INC COM | $105.5M |
GNRCGENERAC HLDGS INC COM | $91.7M |
FNDFLOOR & DECOR HLDGS INC CL A | $88.6M |
VSATVIASAT INC COM | $85.3M |
INTUINTUIT COM | $82.8M |
TTWOTAKE-TWO INTERACTIVE SOFTWARE | $77.9M |
SFIXSTITCH FIX INC COM CL A | $68.7M |
CLBCORE LABORATORIES INC | $62.7M |
ISRGINTUITIVE SURGICAL INC | $62.1M |
TREXTREX CO INC COM | $59.2M |
SPSCSPS COMM INC COM | $57.9M |
SNSHARKNINJA INC COM SHS | $46.0M |
LGIHLGI HOMES INC COM | $44.3M |
LSTRLANDSTAR SYS INC COM | $43.1M |
SSDSIMPSON MFG INC COM | $41.3M |
IPGPIPG PHOTONICS CORP COM | $39.8M |
KRNTKORNIT DIGITAL LTD SHS | $39.5M |
UAAUNDER ARMOUR INC CL A | $36.0M |
CTLPCANTALOUPE INC COM | $34.9M |
AIOTPOWERFLEET INC | $34.7M |
GGGGRACO INC COM | $34.3M |
CELHCELSIUS HLDGS INC COM NEW | $33.2M |
DVDOUBLEVERIFY HLDGS INC COM | $30.4M |
PAYXPAYCHEX INC COM | $23.0M |
ZIPZIPRECRUITER INC CL A | $22.6M |
PROPROS HOLDINGS INC COM | $21.9M |
GEOSGEOSPACE TECHNOLOGIES CORP COM | $17.8M |
PGNYPROGYNY INC COM | $14.1M |
CEVACEVA INC COM | $13.6M |
MLKNMILLERKNOLL INC COM | $11.1M |
MTLSMATERIALISE NV SPONSORED ADS | $10.7M |
VTYVERINT SYS INC COM | $7.8M |
EGANEGAIN CORP COM NEW | $5.9M |
SSTISOUNDTHINKING INC COM | $5.8M |
INMDINMODE LTD SHS | $4.4M |
MYGNMYRIAD GENETICS INC COM | $4.0M |
FOXFFOX FACTORY HLDG CORP COM | $3.5M |
SU6SURMODICS INC COM | $3.0M |
MDXGMIMEDX GROUP INC COM | $2.2M |
AXGNAXOGEN INC COM | $1.8M |
SRISTONERIDGE INC COM | $1.6M |
AAPLAPPLE INC COM | $474K |
MSFTMICROSOFT CORP COM | $338K |
AVGOBROADCOM INC COM | $298K |
BACBANK AMERICA CORP COM | $237K |