DISCIPLINED GROWTH INVESTORS INC /MN Q4 2017 Filing
Filed February 15, 2018
Portfolio Value
$5.1T
Holdings
88
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 2,116,119 | $238.5B | 4.70% | |
| 2 | AFWALIGN TECHNOLOGY INC | 993,617 | $220.8B | 4.35% | |
| 3 | MIDDMIDDLEBY CORP COM | 1,631,270 | $220.1B | 4.34% | |
| 4 | OTXOPEN TEXT CORP COM | 5,687,796 | $202.9B | 4.00% | |
| 5 | INTUINTUIT COM | 1,266,725 | $199.9B | 3.94% | |
| 6 | TJXTJX COS INC NEW COM | 2,455,788 | $187.8B | 3.70% | |
| 7 | PLXSPLEXUS CORP COM | 2,991,614 | $181.7B | 3.58% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 420,568 | $153.5B | 3.02% | |
| 9 | ADSKAUTODESK INC COM | 1,458,342 | $152.9B | 3.01% | |
| 10 | SL2SLEEP NUMBER CORPORATION | 3,674,807 | $138.1B | 2.72% | |
| 11 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,071,566 | $127.8B | 2.52% | |
| 12 | FDSFACTSET RESH SYS INC COM | 624,345 | $120.3B | 2.37% | |
| 13 | LBEURL BRANDS INC COM | 1,970,729 | $118.7B | 2.34% | |
| 14 | UBNTEURUBIQUITI NETWORKS INC COM | 1,605,036 | $114.0B | 2.25% | |
| 15 | JBLUJETBLUE AIRWAYS CORP COM | 4,854,062 | $108.4B | 2.14% | |
| 16 | AKAMAKAMAI TECHNOLOGIES COM | 1,643,075 | $106.9B | 2.11% | |
| 17 | STXSEAGATE TECHNOLOGY PLC SHS | 2,434,265 | $101.8B | 2.01% | |
| 18 | LSTRLANDSTAR SYS INC COM | 946,883 | $98.6B | 1.94% | |
| 19 | PRLBPROTO LABS INC COM | 948,467 | $97.7B | 1.93% | |
| 20 | GRMNGARMIN LTD SHS | 1,624,085 | $96.7B | 1.91% | |
| 21 | —ULTRA PETROLEUM CORP | 1,074,716 | $96.5B | 1.90% | |
| 22 | —PLANTRONICS INC NEW COM | 1,905,302 | $96.0B | 1.89% | |
| 23 | GNTXGENTEX CORP COM | 4,344,421 | $91.0B | 1.79% | |
| 24 | PWIPOWER INTEGRATIONS INC COM | 1,217,462 | $89.5B | 1.76% | |
| 25 | VAREURVARIAN MED SYS INC COM | 772,643 | $85.9B | 1.69% | |
| 26 | VSATVIASAT INC COM | 1,146,327 | $85.8B | 1.69% | |
| 27 | MCHPMICROCHIP TECHNOLOGY INC COM | 950,333 | $83.5B | 1.65% | |
| 28 | RPREALPAGE INC COM | 1,847,026 | $81.8B | 1.61% | |
| 29 | JWNUSDNORDSTROM INC | 1,428,767 | $67.7B | 1.33% | |
| 30 | ETDETHAN ALLEN INTERIORS INC COM | 2,235,296 | $63.9B | 1.26% | |
| 31 | GGGGRACO INC COM | 1,391,450 | $62.9B | 1.24% | |
| 32 | —STAMPS COM INC COM NEW | 329,189 | $61.9B | 1.22% | |
| 33 | QA4AGENTHERM INC COM | 1,874,739 | $59.5B | 1.17% | |
| 34 | AABAUSDALTABA INC COM | 823,485 | $57.5B | 1.13% | |
| 35 | —MEDIDATA SOLUTIONS INC | 830,856 | $52.7B | 1.04% | |
| 36 | CGNXCOGNEX CORP COM | 837,649 | $51.2B | 1.01% | |
| 37 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,349,468 | $49.2B | 0.97% | |
| 38 | CAKECHEESECAKE FACTORY INC COM | 1,001,618 | $48.3B | 0.95% | |
| 39 | MYGNMYRIAD GENETICS INC COM | 1,347,828 | $46.3B | 0.91% | |
| 40 | MANHMANHATTAN ASSOCS INC COM | 929,146 | $46.0B | 0.91% | |
| 41 | FUODOLBY LABORATORIES INC COM | 737,622 | $45.7B | 0.90% | |
| 42 | RLRALPH LAUREN CORP | 404,078 | $41.9B | 0.83% | |
| 43 | PAYXPAYCHEX INC COM | 614,946 | $41.9B | 0.83% | |
| 44 | SYNASYNAPTICS INC COM | 1,014,352 | $40.5B | 0.80% | |
| 45 | TREXTREX CO INC COM | 369,839 | $40.1B | 0.79% | |
| 46 | SWN1EURSOUTHWESTERN ENERGY CO COM | 6,879,426 | $38.4B | 0.76% | |
| 47 | —IHS MARKIT LTD | 850,043 | $38.4B | 0.76% | |
| 48 | CLBCORE LABORATORIES N V COM | 341,809 | $37.4B | 0.74% | |
| 49 | —TCF FINANCIAL CORP | 1,823,259 | $37.4B | 0.74% | |
| 50 | UAAUNDER ARMOUR INC CL A | 2,305,032 | $33.3B | 0.66% | |
| 51 | URBNURBAN OUTFITTERS INC COM | 927,815 | $32.5B | 0.64% | |
| 52 | IRBTQIROBOT CORP COM | 377,008 | $28.9B | 0.57% | |
| 53 | CEVACEVA INC COM | 598,825 | $27.6B | 0.54% | |
| 54 | TRIPTRIPADVISOR INC | 489,678 | $16.9B | 0.33% | |
| 55 | NLSUSDNAUTILUS INC COM | 1,017,552 | $13.6B | 0.27% | |
| 56 | —ULTIMATE SOFTWARE GROUP INC | 62,029 | $13.5B | 0.27% | |
| 57 | VREXVAREX IMAGING | 317,441 | $12.8B | 0.25% | |
| 58 | CSGPCOSTAR GROUP INC COM | 39,710 | $11.8B | 0.23% | |
| 59 | MTLSMATERIALISE NV SPONSORED ADS | 898,902 | $11.4B | 0.23% | |
| 60 | —CAPELLA EDUCATION COMPANY | 138,317 | $10.7B | 0.21% | |
| 61 | CARAEURCARA THERAPEUTICS INC COM | 861,219 | $10.5B | 0.21% | |
| 62 | MIXTMIX TELEMATICS LTD SPONSORED A | 818,867 | $10.4B | 0.21% | |
| 63 | MDXGMIMEDX GROUP INC COM | 714,361 | $9.0B | 0.18% | |
| 64 | PROPROS HOLDINGS INC COM | 306,156 | $8.1B | 0.16% | |
| 65 | —LUMBER LIQUIDATORS HLDGS INC C | 257,588 | $8.1B | 0.16% | |
| 66 | DLTHDULUTH HLDGS INC COM CL B | 431,713 | $7.7B | 0.15% | |
| 67 | —BOTTOMLINE TECHNOLOGIES DELINC | 215,913 | $7.5B | 0.15% | |
| 68 | —PANHANDLE OIL AND GAS INC | 357,341 | $7.3B | 0.14% | |
| 69 | SPSCSPS COMM INC COM | 145,506 | $7.1B | 0.14% | |
| 70 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 491,430 | $6.4B | 0.13% | |
| 71 | —CHANNELADVISOR CORP | 707,605 | $6.4B | 0.13% | |
| 72 | SCOR1EURCOMSCORE INC COM | 187,709 | $5.3B | 0.11% | |
| 73 | ZM3ZUMIEZ INC COM | 245,058 | $5.1B | 0.10% | |
| 74 | SU6SURMODICS INC | 178,854 | $5.0B | 0.10% | |
| 75 | —VASCO DATA SECURITY INTL | 355,116 | $4.9B | 0.10% | |
| 76 | —KEY TECHNOLOGY INC COM | 219,472 | $4.0B | 0.08% | |
| 77 | NUVAGBPNUVASIVE INC COM | 64,701 | $3.8B | 0.07% | |
| 78 | IWOISHARES TR RUSL 2000 GROW | 19,400 | $3.6B | 0.07% | |
| 79 | SSYSSTRATASYS LTD SHS | 148,292 | $3.0B | 0.06% | |
| 80 | KRNTKORNIT DIGITAL LTD SHS | 182,352 | $2.9B | 0.06% | |
| 81 | —AMBER RD INC COM | 342,646 | $2.5B | 0.05% | |
| 82 | CRREURCARBO CERAMICS INC COM | 242,078 | $2.5B | 0.05% | |
| 83 | —DESTINATION MATERNITY CORP | 618,474 | $1.8B | 0.04% | |
| 84 | —ONCOMED PHARMACEUTICALS | 314,465 | $1.3B | 0.03% | |
| 85 | IWPISHARES TR RUS MD CP GR ETF | 3,605 | $435.0M | 0.01% | |
| 86 | EMREMERSON ELEC CO COM | 4,500 | $314.0M | 0.01% | |
| 87 | CVXCHEVRON CORP NEW COM | 1,950 | $244.0M | 0.00% | |
| 88 | —NESTLE SA | 2,700 | $232.0M | 0.00% |