DISCIPLINED GROWTH INVESTORS INC /MN Q3 2018 Filing
Filed November 16, 2018
Portfolio Value
$6.0T
Holdings
87
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 938,023 | $367.0B | 6.15% | |
| 2 | EWEDWARDS LIFESCIENCES CORP COM | 2,063,704 | $359.3B | 6.02% | |
| 3 | TJXTJX COS INC NEW COM | 2,442,734 | $273.6B | 4.58% | |
| 4 | INTUINTUIT COM | 1,160,301 | $263.9B | 4.42% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 385,406 | $221.2B | 3.70% | |
| 6 | ADSKAUTODESK INC COM | 1,346,330 | $210.2B | 3.52% | |
| 7 | MIDDMIDDLEBY CORP COM | 1,618,017 | $209.3B | 3.50% | |
| 8 | OTXOPEN TEXT CORP COM | 5,496,882 | $209.1B | 3.50% | |
| 9 | PLXSPLEXUS CORP COM | 2,971,726 | $173.9B | 2.91% | |
| 10 | UBNTEURUBIQUITI NETWORKS INC COM | 1,590,932 | $157.3B | 2.63% | |
| 11 | PRLBPROTO LABS INC COM | 939,135 | $151.9B | 2.54% | |
| 12 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,074,789 | $139.7B | 2.34% | |
| 13 | FDSFACTSET RESH SYS INC COM | 623,605 | $139.5B | 2.34% | |
| 14 | SL2SLEEP NUMBER CORPORATION | 3,651,363 | $134.3B | 2.25% | |
| 15 | AKAMAKAMAI TECHNOLOGIES COM | 1,654,296 | $121.0B | 2.03% | |
| 16 | RPREALPAGE INC COM | 1,795,465 | $118.3B | 1.98% | |
| 17 | LSTRLANDSTAR SYS INC COM | 947,094 | $115.5B | 1.93% | |
| 18 | —PLANTRONICS INC NEW COM | 1,901,202 | $114.6B | 1.92% | |
| 19 | STXSEAGATE TECHNOLOGY PLC SHS | 2,415,766 | $114.4B | 1.92% | |
| 20 | GRMNGARMIN LTD SHS | 1,628,201 | $114.1B | 1.91% | |
| 21 | PWIPOWER INTEGRATIONS INC COM | 1,719,472 | $108.7B | 1.82% | |
| 22 | FUODOLBY LABORATORIES INC COM | 1,497,157 | $104.8B | 1.75% | |
| 23 | JBLUJETBLUE AIRWAYS CORP COM | 4,887,124 | $94.6B | 1.58% | |
| 24 | GNTXGENTEX CORP COM | 4,360,098 | $93.6B | 1.57% | |
| 25 | VAREURVARIAN MED SYS INC COM | 770,864 | $86.3B | 1.44% | |
| 26 | JWNUSDNORDSTROM INC | 1,439,614 | $86.1B | 1.44% | |
| 27 | QA4AGENTHERM INC COM | 1,870,707 | $85.0B | 1.42% | |
| 28 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,783,776 | $78.0B | 1.31% | |
| 29 | MCHPMICROCHIP TECHNOLOGY INC COM | 963,722 | $76.0B | 1.27% | |
| 30 | VSATVIASAT INC COM | 1,095,643 | $70.1B | 1.17% | |
| 31 | —MEDIDATA SOLUTIONS INC | 943,458 | $69.2B | 1.16% | |
| 32 | SWN1EURSOUTHWESTERN ENERGY CO COM | 12,992,738 | $66.4B | 1.11% | |
| 33 | GGGGRACO INC COM | 1,403,814 | $65.1B | 1.09% | |
| 34 | —STAMPS COM INC COM NEW | 282,861 | $64.0B | 1.07% | |
| 35 | MYGNMYRIAD GENETICS INC COM | 1,357,351 | $62.4B | 1.05% | |
| 36 | LBEURL BRANDS INC COM | 2,002,216 | $60.7B | 1.02% | |
| 37 | RLRALPH LAUREN CORP | 405,885 | $55.8B | 0.93% | |
| 38 | TREXTREX CO INC COM | 716,764 | $55.2B | 0.92% | |
| 39 | CAKECHEESECAKE FACTORY INC COM | 1,005,754 | $53.8B | 0.90% | |
| 40 | MANHMANHATTAN ASSOCS INC COM | 930,777 | $50.8B | 0.85% | |
| 41 | UAAUNDER ARMOUR INC CL A | 2,327,830 | $49.4B | 0.83% | |
| 42 | SYNASYNAPTICS INC COM | 1,015,856 | $46.3B | 0.78% | |
| 43 | CGNXCOGNEX CORP COM | 824,602 | $46.0B | 0.77% | |
| 44 | —IHS MARKIT LTD | 851,940 | $46.0B | 0.77% | |
| 45 | PAYXPAYCHEX INC COM | 616,846 | $45.4B | 0.76% | |
| 46 | —TCF FINANCIAL CORP | 1,827,015 | $43.5B | 0.73% | |
| 47 | IRBTQIROBOT CORP COM | 369,919 | $40.7B | 0.68% | |
| 48 | CLBCORE LABORATORIES N V COM | 346,586 | $40.1B | 0.67% | |
| 49 | ETDETHAN ALLEN INTERIORS INC COM | 1,906,783 | $39.6B | 0.66% | |
| 50 | URBNURBAN OUTFITTERS INC COM | 933,704 | $38.2B | 0.64% | |
| 51 | TRIPTRIPADVISOR INC | 502,930 | $25.7B | 0.43% | |
| 52 | CARAEURCARA THERAPEUTICS INC COM | 849,682 | $20.4B | 0.34% | |
| 53 | —ULTIMATE SOFTWARE GROUP INC | 60,130 | $19.4B | 0.32% | |
| 54 | —ULTRA PETROLEUM CORP | 15,112,724 | $16.9B | 0.28% | |
| 55 | CEVACEVA INC COM | 581,894 | $16.7B | 0.28% | |
| 56 | STRASTRATEGIC EDUCATION INC | 118,844 | $16.3B | 0.27% | |
| 57 | —BOTTOMLINE TECHNOLOGIES DELINC | 208,310 | $15.1B | 0.25% | |
| 58 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,033,908 | $14.9B | 0.25% | |
| 59 | SPSCSPS COMM INC COM | 142,733 | $14.2B | 0.24% | |
| 60 | NLSUSDNAUTILUS INC COM | 1,000,906 | $14.0B | 0.23% | |
| 61 | DLTHDULUTH HLDGS INC COM CL B | 423,732 | $13.3B | 0.22% | |
| 62 | SU6SURMODICS INC | 173,766 | $13.0B | 0.22% | |
| 63 | AABAUSDALTABA INC COM | 184,595 | $12.6B | 0.21% | |
| 64 | MTLSMATERIALISE NV SPONSORED ADS | 874,202 | $12.1B | 0.20% | |
| 65 | PROPROS HOLDINGS INC COM | 301,703 | $10.6B | 0.18% | |
| 66 | CSGPCOSTAR GROUP INC COM | 21,154 | $8.9B | 0.15% | |
| 67 | CASA1EURCASA SYS INC COM | 597,112 | $8.8B | 0.15% | |
| 68 | —CHANNELADVISOR CORP | 696,859 | $8.7B | 0.15% | |
| 69 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 540,398 | $7.4B | 0.12% | |
| 70 | OSPNONESPAN INC COM | 344,776 | $6.6B | 0.11% | |
| 71 | —PANHANDLE OIL AND GAS INC | 353,685 | $6.5B | 0.11% | |
| 72 | MSMMSC INDL DIRECT INC CL A | 73,398 | $6.5B | 0.11% | |
| 73 | ZM3ZUMIEZ INC COM | 238,184 | $6.3B | 0.11% | |
| 74 | —AMBER RD INC COM | 647,060 | $6.2B | 0.10% | |
| 75 | —ACACIA COMMUNICATIONS INC | 150,287 | $6.2B | 0.10% | |
| 76 | —ATTUNITY LTD SHS NEW | 288,044 | $5.4B | 0.09% | |
| 77 | NUVAGBPNUVASIVE INC COM | 61,808 | $4.4B | 0.07% | |
| 78 | MDXGMIMEDX GROUP INC COM | 706,846 | $4.4B | 0.07% | |
| 79 | —LUMBER LIQUIDATORS HLDGS INC C | 252,657 | $3.9B | 0.07% | |
| 80 | —FLOTEK INDS INC | 1,559,337 | $3.7B | 0.06% | |
| 81 | KRNTKORNIT DIGITAL LTD SHS | 168,612 | $3.7B | 0.06% | |
| 82 | SSYSSTRATASYS LTD SHS | 144,995 | $3.4B | 0.06% | |
| 83 | —DESTINATION MATERNITY CORP | 604,734 | $2.8B | 0.05% | |
| 84 | CRREURCARBO CERAMICS INC COM | 238,775 | $1.7B | 0.03% | |
| 85 | EMREMERSON ELEC CO COM | 4,500 | $345.0M | 0.01% | |
| 86 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 33,434 | $295.0M | 0.00% | |
| 87 | CVXCHEVRON CORP NEW COM | 1,950 | $238.0M | 0.00% | |
| 88 | —ULTRA PETROLEUM CORP BACKSTOP | 182,908 | $205.0M | 0.00% | |
| 89 | —ULTRA PETROLEUM CORP PREMIUM S | 13,109 | $15.0M | 0.00% |