DISCIPLINED GROWTH INVESTORS INC /MN Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$4.9T
Holdings
89
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 1,915,111 | $293.3B | 6.05% | |
| 2 | TJXTJX COS INC NEW COM | 4,806,617 | $215.0B | 4.43% | |
| 3 | INTUINTUIT COM | 1,025,960 | $202.0B | 4.16% | |
| 4 | AFWALIGN TECHNOLOGY INC | 956,482 | $200.3B | 4.13% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 369,920 | $177.2B | 3.65% | |
| 6 | OTXOPEN TEXT CORP COM | 5,301,469 | $172.8B | 3.56% | |
| 7 | ADSKAUTODESK INC COM | 1,305,470 | $167.9B | 3.46% | |
| 8 | MIDDMIDDLEBY CORP COM | 1,589,259 | $163.3B | 3.36% | |
| 9 | UBNTEURUBIQUITI NETWORKS INC COM | 1,559,186 | $155.0B | 3.19% | |
| 10 | PLXSPLEXUS CORP COM | 2,939,979 | $150.2B | 3.10% | |
| 11 | FDSFACTSET RESH SYS INC COM | 609,000 | $121.9B | 2.51% | |
| 12 | SL2SLEEP NUMBER CORPORATION | 3,603,954 | $114.4B | 2.36% | |
| 13 | PWIPOWER INTEGRATIONS INC COM | 1,770,249 | $108.0B | 2.22% | |
| 14 | PRLBPROTO LABS INC COM | 921,466 | $103.9B | 2.14% | |
| 15 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,060,596 | $103.7B | 2.14% | |
| 16 | GRMNGARMIN LTD SHS | 1,606,849 | $101.7B | 2.10% | |
| 17 | RPREALPAGE INC COM | 2,104,547 | $101.4B | 2.09% | |
| 18 | AKAMAKAMAI TECHNOLOGIES COM | 1,643,060 | $100.4B | 2.07% | |
| 19 | FUODOLBY LABORATORIES INC COM | 1,473,854 | $91.1B | 1.88% | |
| 20 | —STAMPS COM INC COM NEW | 575,818 | $89.6B | 1.85% | |
| 21 | LSTRLANDSTAR SYS INC COM | 934,709 | $89.4B | 1.84% | |
| 22 | GNTXGENTEX CORP COM | 4,278,183 | $86.5B | 1.78% | |
| 23 | VAREURVARIAN MED SYS INC COM | 752,820 | $85.3B | 1.76% | |
| 24 | STXSEAGATE TECHNOLOGY PLC SHS | 2,066,249 | $79.7B | 1.64% | |
| 25 | JBLUJETBLUE AIRWAYS CORP COM | 4,864,539 | $78.1B | 1.61% | |
| 26 | —MEDIDATA SOLUTIONS INC | 1,118,884 | $75.4B | 1.55% | |
| 27 | QA4AGENTHERM INC COM | 1,849,107 | $73.9B | 1.52% | |
| 28 | MCHPMICROCHIP TECHNOLOGY INC COM | 963,519 | $69.3B | 1.43% | |
| 29 | JWNUSDNORDSTROM INC | 1,418,416 | $66.1B | 1.36% | |
| 30 | VSATVIASAT INC COM | 1,075,721 | $63.4B | 1.31% | |
| 31 | —PLANTRONICS INC NEW COM | 1,888,310 | $62.5B | 1.29% | |
| 32 | GGGGRACO INC COM | 1,382,445 | $57.9B | 1.19% | |
| 33 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,723,248 | $51.4B | 1.06% | |
| 34 | LBEURL BRANDS INC COM | 1,962,101 | $50.4B | 1.04% | |
| 35 | SWN1EURSOUTHWESTERN ENERGY CO COM | 12,711,364 | $43.3B | 0.89% | |
| 36 | CAKECHEESECAKE FACTORY INC COM | 992,389 | $43.2B | 0.89% | |
| 37 | MSMMSC INDL DIRECT INC CL A | 553,782 | $42.6B | 0.88% | |
| 38 | RLRALPH LAUREN CORP | 397,187 | $41.1B | 0.85% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 362,678 | $41.1B | 0.85% | |
| 40 | —IHS MARKIT LTD | 840,337 | $40.3B | 0.83% | |
| 41 | UAAUNDER ARMOUR INC CL A | 2,281,012 | $40.3B | 0.83% | |
| 42 | PAYXPAYCHEX INC COM | 603,893 | $39.3B | 0.81% | |
| 43 | TREXTREX CO INC COM | 662,448 | $39.3B | 0.81% | |
| 44 | MYGNMYRIAD GENETICS INC COM | 1,340,133 | $39.0B | 0.80% | |
| 45 | MANHMANHATTAN ASSOCS INC COM | 916,752 | $38.8B | 0.80% | |
| 46 | SYNASYNAPTICS INC COM | 1,030,462 | $38.3B | 0.79% | |
| 47 | —TCF FINANCIAL CORP | 1,791,080 | $34.9B | 0.72% | |
| 48 | CGNXCOGNEX CORP COM | 815,039 | $31.5B | 0.65% | |
| 49 | URBNURBAN OUTFITTERS INC COM | 942,221 | $31.3B | 0.64% | |
| 50 | IRBTQIROBOT CORP COM | 369,924 | $31.0B | 0.64% | |
| 51 | TRIPTRIPADVISOR INC | 493,011 | $26.6B | 0.55% | |
| 52 | CLBCORE LABORATORIES N V COM | 339,196 | $20.2B | 0.42% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 855,914 | $17.1B | 0.35% | |
| 54 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,090,319 | $17.1B | 0.35% | |
| 55 | —ULTIMATE SOFTWARE GROUP INC | 59,489 | $14.6B | 0.30% | |
| 56 | STRASTRATEGIC EDUCATION INC | 117,622 | $13.3B | 0.27% | |
| 57 | CEVACEVA INC COM | 578,426 | $12.8B | 0.26% | |
| 58 | —ULTRA PETROLEUM CORP | 16,538,743 | $12.6B | 0.26% | |
| 59 | SPSCSPS COMM INC COM | 141,838 | $11.7B | 0.24% | |
| 60 | —ATTUNITY LTD SHS NEW | 577,606 | $11.4B | 0.23% | |
| 61 | NLSUSDNAUTILUS INC COM | 1,011,888 | $11.0B | 0.23% | |
| 62 | CARAEURCARA THERAPEUTICS INC COM | 847,383 | $11.0B | 0.23% | |
| 63 | DLTHDULUTH HLDGS INC COM CL B | 422,086 | $10.6B | 0.22% | |
| 64 | —BOTTOMLINE TECHNOLOGIES DELINC | 207,820 | $10.0B | 0.21% | |
| 65 | PROPROS HOLDINGS INC COM | 296,681 | $9.3B | 0.19% | |
| 66 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 894,342 | $9.2B | 0.19% | |
| 67 | —AMBER RD INC COM | 1,086,530 | $8.9B | 0.18% | |
| 68 | SU6SURMODICS INC | 171,983 | $8.1B | 0.17% | |
| 69 | —CHANNELADVISOR CORP | 694,265 | $7.9B | 0.16% | |
| 70 | CASA1EURCASA SYS INC COM | 594,307 | $7.8B | 0.16% | |
| 71 | CSGPCOSTAR GROUP INC COM | 20,948 | $7.1B | 0.15% | |
| 72 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,143,001 | $6.3B | 0.13% | |
| 73 | —ACACIA COMMUNICATIONS INC | 148,669 | $5.6B | 0.12% | |
| 74 | SFIXSTITCH FIX INC COM CL A | 326,241 | $5.6B | 0.11% | |
| 75 | —PANHANDLE OIL AND GAS INC | 352,934 | $5.5B | 0.11% | |
| 76 | ZM3ZUMIEZ INC COM | 236,901 | $4.5B | 0.09% | |
| 77 | OSPNONESPAN INC COM | 343,361 | $4.4B | 0.09% | |
| 78 | AABAUSDALTABA INC COM | 71,231 | $4.1B | 0.09% | |
| 79 | —DESTINATION MATERNITY CORP | 1,270,944 | $3.6B | 0.07% | |
| 80 | NUVAGBPNUVASIVE INC COM | 60,746 | $3.0B | 0.06% | |
| 81 | KRNTKORNIT DIGITAL LTD SHS | 160,632 | $3.0B | 0.06% | |
| 82 | SSYSSTRATASYS LTD SHS | 144,674 | $2.6B | 0.05% | |
| 83 | —LUMBER LIQUIDATORS HLDGS INC C | 252,308 | $2.4B | 0.05% | |
| 84 | —FLOTEK INDS INC | 1,552,536 | $1.7B | 0.03% | |
| 85 | IWPISHARES TR RUS MD CP GR ETF | 10,438 | $1.2B | 0.02% | |
| 86 | MDXGMIMEDX GROUP INC COM | 483,873 | $866.0M | 0.02% | |
| 87 | CRREURCARBO CERAMICS INC COM | 237,122 | $825.0M | 0.02% | |
| 88 | EMREMERSON ELEC CO COM | 4,500 | $269.0M | 0.01% | |
| 89 | CVXCHEVRON CORP NEW COM | 1,950 | $212.0M | 0.00% | |
| 90 | —ULTRA PETROLEUM CORP BACKSTOP | 12,823 | $10.0M | 0.00% |