DISCIPLINED GROWTH INVESTORS INC /MN Q3 2023 Filing
Filed November 15, 2023
Portfolio Value
$4202.8T
Holdings
65
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,831,259 | $776.4T | 18.47% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,712,685 | $203.5T | 4.84% | |
| 3 | PLXSPLEXUS CORP COM | 2,044,253 | $190.1T | 4.52% | |
| 4 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,416,205 | $189.7T | 4.51% | |
| 5 | PWIPOWER INTEGRATIONS INC COM | 2,071,029 | $158.0T | 3.76% | |
| 6 | AKAMAKAMAI TECHNOLOGIES COM | 1,395,112 | $148.6T | 3.54% | |
| 7 | GRMNGARMIN LTD SHS | 1,358,628 | $142.9T | 3.40% | |
| 8 | AFWALIGN TECHNOLOGY INC | 449,035 | $137.1T | 3.26% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,747,128 | $136.4T | 3.24% | |
| 10 | GNTXGENTEX CORP COM | 4,140,040 | $134.7T | 3.21% | |
| 11 | INTUINTUIT COM | 262,283 | $134.0T | 3.19% | |
| 12 | CTRACOTERRA ENERGY INC COM | 4,885,685 | $132.2T | 3.14% | |
| 13 | ANETEURARISTA NETWORKS INC COM | 642,990 | $118.3T | 2.81% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,384,871 | $109.8T | 2.61% | |
| 15 | ALRMALARM COM HLDGS INC COM | 1,736,132 | $106.1T | 2.53% | |
| 16 | SNASNAP ON INC COM | 355,084 | $90.6T | 2.15% | |
| 17 | CGNXCOGNEX CORP COM | 1,947,121 | $82.6T | 1.97% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 270,455 | $79.1T | 1.88% | |
| 19 | ADSKAUTODESK INC COM | 373,140 | $77.2T | 1.84% | |
| 20 | RCLROYAL CARIBBEAN GROUP | 715,011 | $65.9T | 1.57% | |
| 21 | FNDFLOOR & DECOR HLDGS INC CL A | 698,879 | $63.2T | 1.50% | |
| 22 | QA4AGENTHERM INC COM | 1,091,667 | $59.2T | 1.41% | |
| 23 | LSTRLANDSTAR SYS INC COM | 332,377 | $58.8T | 1.40% | |
| 24 | VSATVIASAT INC COM | 3,054,158 | $56.4T | 1.34% | |
| 25 | IDIINTERDIGITAL INC COM | 677,226 | $54.3T | 1.29% | |
| 26 | LGIHLGI HOMES INC COM | 506,607 | $50.4T | 1.20% | |
| 27 | SL2SLEEP NUMBER CORPORATION | 1,904,386 | $46.8T | 1.11% | |
| 28 | PRLBPROTO LABS INC COM | 1,764,397 | $46.6T | 1.11% | |
| 29 | IPGPIPG PHOTONICS CORP COM | 423,501 | $43.0T | 1.02% | |
| 30 | STRASTRATEGIC ED INC COM | 478,156 | $36.0T | 0.86% | |
| 31 | UAAUNDER ARMOUR INC CL A | 5,156,663 | $35.3T | 0.84% | |
| 32 | GNRCGENERAC HLDGS INC COM | 307,682 | $33.5T | 0.80% | |
| 33 | SPSCSPS COMM INC COM | 190,696 | $32.5T | 0.77% | |
| 34 | GGGGRACO INC COM | 438,285 | $31.9T | 0.76% | |
| 35 | MYGNMYRIAD GENETICS INC COM | 1,973,312 | $31.7T | 0.75% | |
| 36 | TREXTREX CO INC COM | 425,580 | $26.2T | 0.62% | |
| 37 | MSMMSC INDL DIRECT INC CL A COM | 266,378 | $26.1T | 0.62% | |
| 38 | SFIXSTITCH FIX INC COM CL A | 6,208,167 | $21.4T | 0.51% | |
| 39 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,497,486 | $19.4T | 0.46% | |
| 40 | SU6SURMODICS INC COM | 595,703 | $19.1T | 0.45% | |
| 41 | PAYXPAYCHEX INC COM | 157,403 | $18.2T | 0.43% | |
| 42 | PROPROS HOLDINGS INC COM | 513,791 | $17.8T | 0.42% | |
| 43 | CLBCORE LABORATORIES INC | 738,384 | $17.7T | 0.42% | |
| 44 | OTXOPEN TEXT CORP COM | 490,956 | $17.2T | 0.41% | |
| 45 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 112,058 | $15.7T | 0.37% | |
| 46 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,507,740 | $13.8T | 0.33% | |
| 47 | SMTCSEMTECH CORP COM | 512,501 | $13.2T | 0.31% | |
| 48 | IRBTQIROBOT CORP COM | 337,709 | $12.8T | 0.30% | |
| 49 | VZIOEURVIZIO HLDG CORP CL A COM | 2,085,658 | $11.3T | 0.27% | |
| 50 | CEVACEVA INC COM | 459,226 | $8.9T | 0.21% | |
| 51 | DLTHDULUTH HLDGS INC COM CL B | 1,478,802 | $8.9T | 0.21% | |
| 52 | MLKNMILLERKNOLL INC COM | 311,665 | $7.6T | 0.18% | |
| 53 | EGANEGAIN CORP COM NEW | 1,057,424 | $6.5T | 0.15% | |
| 54 | KRNTKORNIT DIGITAL LTD SHS | 330,540 | $6.3T | 0.15% | |
| 55 | SRISTONERIDGE INC COM | 221,156 | $4.4T | 0.11% | |
| 56 | CHRSCOHERUS BIOSCIENCES INC COM | 1,183,626 | $4.4T | 0.11% | |
| 57 | ZM3ZUMIEZ INC COM | 178,791 | $3.2T | 0.08% | |
| 58 | CARAEURCARA THERAPEUTICS INC COM | 1,772,397 | $3.0T | 0.07% | |
| 59 | EVBGEUREVERBRIDGE INC COM | 118,048 | $2.6T | 0.06% | |
| 60 | MDXGMIMEDX GROUP INC COM | 320,303 | $2.3T | 0.06% | |
| 61 | FTKFLOTEK INDS INC DEL COM | 123,649 | $547.8B | 0.01% | |
| 62 | AAPLAPPLE INC COM | 2,106 | $360.6B | 0.01% | |
| 63 | MSFTMICROSOFT CORP COM | 982 | $310.1B | 0.01% | |
| 64 | CVXCHEVRON CORP NEW COM | 1,295 | $218.4B | 0.01% | |
| 65 | VLOVALERO ENERGY CORP COM | 1,500 | $212.6B | 0.01% |