DISCIPLINED GROWTH INVESTORS INC /MN Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$5.0T
Holdings
79
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 422,977 | $281.5B | 5.58% | |
| 2 | GRMNGARMIN LTD SHS | 1,279,358 | $198.9B | 3.94% | |
| 3 | PLXSPLEXUS CORP COM | 2,195,197 | $196.3B | 3.89% | |
| 4 | SL2SLEEP NUMBER CORPORATION | 2,078,618 | $194.3B | 3.85% | |
| 5 | INTUINTUIT COM | 345,844 | $186.6B | 3.70% | |
| 6 | PWIPOWER INTEGRATIONS INC COM | 1,790,805 | $177.3B | 3.51% | |
| 7 | AKAMAKAMAI TECHNOLOGIES COM | 1,579,932 | $165.2B | 3.28% | |
| 8 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,461,160 | $163.1B | 3.23% | |
| 9 | VSATVIASAT INC COM | 2,869,070 | $158.0B | 3.13% | |
| 10 | GNTXGENTEX CORP COM | 4,786,792 | $157.9B | 3.13% | |
| 11 | SWN1EURSOUTHWESTERN ENERGY CO COM | 27,258,590 | $151.0B | 2.99% | |
| 12 | —STAMPS COM INC COM NEW | 454,255 | $149.8B | 2.97% | |
| 13 | ADSKAUTODESK INC COM | 456,499 | $130.2B | 2.58% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,472,070 | $129.5B | 2.57% | |
| 15 | MCHPMICROCHIP TECHNOLOGY INC COM | 831,730 | $127.7B | 2.53% | |
| 16 | PSTGPURE STORAGE INC CL A | 5,066,813 | $127.5B | 2.53% | |
| 17 | CTRACOTERRA ENERGY INC | 5,642,441 | $122.8B | 2.43% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 112,368 | $111.7B | 2.21% | |
| 19 | OTXOPEN TEXT CORP COM | 2,272,598 | $110.8B | 2.20% | |
| 20 | TJXTJX COS INC NEW COM | 1,650,131 | $108.9B | 2.16% | |
| 21 | SFIXSTITCH FIX INC COM CL A | 2,456,678 | $98.1B | 1.95% | |
| 22 | QA4AGENTHERM INC COM | 1,183,505 | $95.8B | 1.90% | |
| 23 | ALRMALARM COM HLDGS INC COM | 1,177,330 | $92.1B | 1.82% | |
| 24 | CGNXCOGNEX CORP COM | 1,145,569 | $91.9B | 1.82% | |
| 25 | LSTRLANDSTAR SYS INC COM | 513,803 | $81.1B | 1.61% | |
| 26 | PRLBPROTO LABS INC COM | 1,182,213 | $78.7B | 1.56% | |
| 27 | UAAUNDER ARMOUR INC CL A | 3,897,824 | $78.7B | 1.56% | |
| 28 | RCLROYAL CARIBBEAN GROUP | 878,531 | $78.1B | 1.55% | |
| 29 | PAYXPAYCHEX INC COM | 662,830 | $74.5B | 1.48% | |
| 30 | —PLANTRONICS INC NEW COM | 2,610,185 | $67.1B | 1.33% | |
| 31 | ANETEURARISTA NETWORKS INC COM | 194,134 | $66.7B | 1.32% | |
| 32 | STRASTRATEGIC EDUCATION INC | 899,010 | $63.4B | 1.26% | |
| 33 | MIDDMIDDLEBY CORP COM | 357,827 | $61.0B | 1.21% | |
| 34 | JBLUJETBLUE AWYS CORP COM | 3,983,481 | $60.9B | 1.21% | |
| 35 | MYGNMYRIAD GENETICS INC COM | 1,885,032 | $60.9B | 1.21% | |
| 36 | IDIINTERDIGITAL INC | 787,526 | $53.4B | 1.06% | |
| 37 | —IHS MARKIT LTD SHS | 420,553 | $49.0B | 0.97% | |
| 38 | GGGGRACO INC COM | 676,313 | $47.3B | 0.94% | |
| 39 | TREXTREX CO INC COM | 445,597 | $45.4B | 0.90% | |
| 40 | SNASNAP ON INC COM | 202,556 | $42.3B | 0.84% | |
| 41 | LGIHLGI HOMES INC COM | 277,137 | $39.3B | 0.78% | |
| 42 | JWNUSDNORDSTROM INC COM | 1,454,591 | $38.5B | 0.76% | |
| 43 | SPSCSPS COMM INC COM | 206,714 | $33.3B | 0.66% | |
| 44 | IPGPIPG PHOTONICS CORP COM | 202,729 | $32.1B | 0.64% | |
| 45 | DLXDELUXE CORP COM | 840,979 | $30.2B | 0.60% | |
| 46 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,434,395 | $30.0B | 0.59% | |
| 47 | IRBTQIROBOT CORP COM | 344,383 | $27.0B | 0.54% | |
| 48 | MSMMSC INDL DIRECT INC CL A | 323,221 | $25.9B | 0.51% | |
| 49 | CARAEURCARA THERAPEUTICS INC COM | 1,669,089 | $25.8B | 0.51% | |
| 50 | —CHANNELADVISOR CORP | 1,021,378 | $25.8B | 0.51% | |
| 51 | SU6SURMODICS INC | 407,067 | $22.6B | 0.45% | |
| 52 | TTWOTAKE-TWO INTERACTIVE | 129,771 | $20.0B | 0.40% | |
| 53 | CEVACEVA INC COM | 430,476 | $18.4B | 0.36% | |
| 54 | KRNTKORNIT DIGITAL LTD SHS | 101,153 | $14.6B | 0.29% | |
| 55 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,512,658 | $14.4B | 0.29% | |
| 56 | DLTHDULUTH HLDGS INC COM CL B | 1,031,985 | $14.1B | 0.28% | |
| 57 | CLBCORE LABORATORIES N V COM | 481,675 | $13.4B | 0.26% | |
| 58 | CFRCULLEN FROST BANKERS INC | 109,678 | $13.0B | 0.26% | |
| 59 | MLKNMILLERKNOLL INC | 293,419 | $11.1B | 0.22% | |
| 60 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,976,476 | $9.1B | 0.18% | |
| 61 | SRISTONERIDGE INC COM | 388,192 | $7.9B | 0.16% | |
| 62 | ZM3ZUMIEZ INC COM | 187,283 | $7.4B | 0.15% | |
| 63 | CHRSCOHERUS BIOSCIENCES INC COM | 454,424 | $7.3B | 0.14% | |
| 64 | —BOTTOMLINE TECHNOLOGIES DELINC | 159,749 | $6.3B | 0.12% | |
| 65 | PROPROS HOLDINGS INC COM | 149,183 | $5.3B | 0.10% | |
| 66 | CASA1EURCASA SYS INC COM | 495,972 | $3.4B | 0.07% | |
| 67 | OSPNONESPAN INC COM | 162,112 | $3.0B | 0.06% | |
| 68 | SSYSSTRATASYS LTD SHS | 112,045 | $2.4B | 0.05% | |
| 69 | NUVAGBPNUVASIVE INC COM | 35,374 | $2.1B | 0.04% | |
| 70 | MDXGMIMEDX GROUP | 330,789 | $2.0B | 0.04% | |
| 71 | —FLOTEK INDUSTRIES INC | 1,387,668 | $1.7B | 0.03% | |
| 72 | AAPLAPPLE INC COM | 3,145 | $445.0M | 0.01% | |
| 73 | JPMJPMORGAN CHASE & CO COM | 1,953 | $320.0M | 0.01% | |
| 74 | MSFTMICROSOFT CORP COM | 1,110 | $313.0M | 0.01% | |
| 75 | GOOGALPHABET INC CAP STK CL C | 105 | $280.0M | 0.01% | |
| 76 | EMREMERSON ELEC CO COM | 2,300 | $217.0M | 0.00% | |
| 77 | ETENERGY TRANSFER LP COM UT LTD | 11,452 | $110.0M | 0.00% | |
| 78 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $107.0M | 0.00% | |
| 79 | TELLEURTELLURIAN INC | 25,000 | $98.0M | 0.00% |