DISCIPLINED GROWTH INVESTORS INC /MN Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$5.0T
Holdings
101
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 410,090 | $269.5B | 5.42% | |
| 2 | INTUINTUIT COM | 334,641 | $215.2B | 4.33% | |
| 3 | PLXSPLEXUS CORP COM | 2,197,612 | $210.7B | 4.24% | |
| 4 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,434,753 | $194.9B | 3.92% | |
| 5 | AKAMAKAMAI TECHNOLOGIES COM | 1,568,439 | $183.6B | 3.69% | |
| 6 | GRMNGARMIN LTD SHS | 1,280,334 | $174.3B | 3.51% | |
| 7 | PWIPOWER INTEGRATIONS INC COM | 1,773,711 | $164.8B | 3.32% | |
| 8 | GNTXGENTEX CORP COM | 4,724,176 | $164.6B | 3.31% | |
| 9 | PSTGPURE STORAGE INC CL A | 4,983,094 | $162.2B | 3.26% | |
| 10 | SL2SLEEP NUMBER CORPORATION | 2,073,336 | $158.8B | 3.20% | |
| 11 | MCHPMICROCHIP TECHNOLOGY INC COM | 1,660,316 | $144.5B | 2.91% | |
| 12 | FUODOLBY LABORATORIES INC COM CL | 1,471,050 | $140.1B | 2.82% | |
| 13 | VSATVIASAT INC COM | 2,856,120 | $127.2B | 2.56% | |
| 14 | ADSKAUTODESK INC COM | 448,148 | $126.0B | 2.54% | |
| 15 | SWN1EURSOUTHWESTERN ENERGY CO COM | 26,992,101 | $125.8B | 2.53% | |
| 16 | TJXTJX COS INC NEW COM | 1,612,606 | $122.4B | 2.46% | |
| 17 | ISRGINTUITIVE SURGICAL INC | 325,509 | $117.0B | 2.35% | |
| 18 | ANETEURARISTA NETWORKS INC COM | 765,616 | $110.1B | 2.22% | |
| 19 | OTXOPEN TEXT CORP COM | 2,259,340 | $107.3B | 2.16% | |
| 20 | CTRACOTERRA ENERGY INC | 5,606,249 | $106.5B | 2.14% | |
| 21 | QA4AGENTHERM INC COM | 1,161,346 | $100.9B | 2.03% | |
| 22 | ALRMALARM COM HLDGS INC COM | 1,171,959 | $99.4B | 2.00% | |
| 23 | PRLBPROTO LABS INC COM | 1,791,933 | $92.0B | 1.85% | |
| 24 | LSTRLANDSTAR SYS INC COM | 505,647 | $90.5B | 1.82% | |
| 25 | PAYXPAYCHEX INC COM | 652,242 | $89.0B | 1.79% | |
| 26 | SNASNAP ON INC COM | 413,215 | $89.0B | 1.79% | |
| 27 | CGNXCOGNEX CORP COM | 1,125,184 | $87.5B | 1.76% | |
| 28 | UAAUNDER ARMOUR INC CL A | 3,877,284 | $82.2B | 1.65% | |
| 29 | —PLANTRONICS INC NEW COM | 2,561,254 | $75.1B | 1.51% | |
| 30 | LGIHLGI HOMES INC COM | 455,061 | $70.3B | 1.41% | |
| 31 | RCLROYAL CARIBBEAN GROUP | 875,240 | $67.3B | 1.35% | |
| 32 | JBLUJETBLUE AWYS CORP COM | 4,144,027 | $59.0B | 1.19% | |
| 33 | TREXTREX CO INC COM | 436,682 | $59.0B | 1.19% | |
| 34 | IDIINTERDIGITAL INC | 778,258 | $55.7B | 1.12% | |
| 35 | SFIXSTITCH FIX INC COM CL A | 2,918,019 | $55.2B | 1.11% | |
| 36 | —IHS MARKIT LTD SHS | 408,846 | $54.3B | 1.09% | |
| 37 | GGGGRACO INC COM | 663,143 | $53.5B | 1.08% | |
| 38 | MYGNMYRIAD GENETICS INC COM | 1,846,490 | $51.0B | 1.03% | |
| 39 | STRASTRATEGIC EDUCATION INC | 849,837 | $49.2B | 0.99% | |
| 40 | JWNUSDNORDSTROM INC COM | 1,587,876 | $35.9B | 0.72% | |
| 41 | IPGPIPG PHOTONICS CORP COM | 203,188 | $35.0B | 0.70% | |
| 42 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,387,991 | $30.1B | 0.61% | |
| 43 | SPSCSPS COMM INC COM | 202,516 | $28.8B | 0.58% | |
| 44 | MSMMSC INDL DIRECT INC CL A | 321,874 | $27.1B | 0.54% | |
| 45 | DLXDELUXE CORP COM | 827,491 | $26.6B | 0.53% | |
| 46 | —CHANNELADVISOR CORP | 987,242 | $24.4B | 0.49% | |
| 47 | TTWOTAKE-TWO INTERACTIVE | 128,930 | $22.9B | 0.46% | |
| 48 | IRBTQIROBOT CORP COM | 340,124 | $22.4B | 0.45% | |
| 49 | CARAEURCARA THERAPEUTICS INC COM | 1,656,861 | $20.2B | 0.41% | |
| 50 | SU6SURMODICS INC | 399,979 | $19.3B | 0.39% | |
| 51 | CEVACEVA INC COM | 419,099 | $18.1B | 0.36% | |
| 52 | CLBCORE LABORATORIES N V COM | 805,546 | $18.0B | 0.36% | |
| 53 | MIDDMIDDLEBY CORP COM | 84,287 | $16.6B | 0.33% | |
| 54 | DLTHDULUTH HLDGS INC COM CL B | 1,013,524 | $15.4B | 0.31% | |
| 55 | KRNTKORNIT DIGITAL LTD SHS | 100,637 | $15.3B | 0.31% | |
| 56 | MLKNMILLERKNOLL INC | 310,274 | $12.2B | 0.24% | |
| 57 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,492,912 | $10.0B | 0.20% | |
| 58 | —BOTTOMLINE TECHNOLOGIES DELINC | 155,698 | $8.8B | 0.18% | |
| 59 | ZM3ZUMIEZ INC COM | 182,565 | $8.8B | 0.18% | |
| 60 | PINGUSDPING IDENTITY HOLDING | 239,738 | $5.5B | 0.11% | |
| 61 | SRISTONERIDGE INC COM | 271,810 | $5.4B | 0.11% | |
| 62 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,935,589 | $5.0B | 0.10% | |
| 63 | PROPROS HOLDINGS INC COM | 144,521 | $5.0B | 0.10% | |
| 64 | CHRSCOHERUS BIOSCIENCES INC COM | 236,066 | $3.8B | 0.08% | |
| 65 | CASA1EURCASA SYS INC COM | 476,740 | $2.7B | 0.05% | |
| 66 | MDXGMIMEDX GROUP | 318,732 | $1.9B | 0.04% | |
| 67 | NUVAGBPNUVASIVE INC COM | 35,345 | $1.9B | 0.04% | |
| 68 | SSYSSTRATASYS LTD SHS | 62,668 | $1.5B | 0.03% | |
| 69 | MSFTMICROSOFT CORP COM | 4,176 | $1.4B | 0.03% | |
| 70 | AAPLAPPLE INC COM | 6,932 | $1.2B | 0.02% | |
| 71 | —FLOTEK INDUSTRIES INC | 788,801 | $891.0M | 0.02% | |
| 72 | AONAON PLC SHS CL A | 2,285 | $687.0M | 0.01% | |
| 73 | MDLZMONDELEZ INTL INC CL A | 8,669 | $575.0M | 0.01% | |
| 74 | CBCHUBB LIMITED COM | 2,948 | $570.0M | 0.01% | |
| 75 | SNAPSNAP INC CL A | 11,715 | $551.0M | 0.01% | |
| 76 | ICEINTERCONTINENTAL EXCHANGE INC | 3,884 | $531.0M | 0.01% | |
| 77 | FISVFISERV INC COM | 4,833 | $502.0M | 0.01% | |
| 78 | BERYEURBERRY GLOBAL GROUP INC COM | 6,582 | $486.0M | 0.01% | |
| 79 | QSRRESTAURANT BRANDS INTL INC COM | 7,624 | $463.0M | 0.01% | |
| 80 | VMWEURVMWARE INC CL A COM | 3,862 | $448.0M | 0.01% | |
| 81 | CMCSACOMCAST CORP NEW CL A | 8,792 | $443.0M | 0.01% | |
| 82 | OKTAOKTA INC | 1,896 | $425.0M | 0.01% | |
| 83 | CDKCDK GLOBAL INC COM | 10,150 | $424.0M | 0.01% | |
| 84 | NVONOVO NORDISK A/S ADR-EACH CNV | 3,334 | $373.0M | 0.01% | |
| 85 | VOVANGUARD INDEX FDS MID CAP ETF | 1,464 | $373.0M | 0.01% | |
| 86 | FISFIDELITY NATL INFORMATION SVCS | 3,388 | $370.0M | 0.01% | |
| 87 | TAPMOLSON COORS BEVERAGE CO CL B | 6,932 | $321.0M | 0.01% | |
| 88 | PROSYPROSUS N V SPONSORED ADR | 18,197 | $304.0M | 0.01% | |
| 89 | GOOGALPHABET INC CAP STK CL C | 105 | $304.0M | 0.01% | |
| 90 | PLDPROLOGIS INC. COM | 1,797 | $303.0M | 0.01% | |
| 91 | FCXFREEPORT-MCMORAN INC | 6,540 | $273.0M | 0.01% | |
| 92 | JPMJPMORGAN CHASE & CO COM | 1,611 | $255.0M | 0.01% | |
| 93 | WDAYWORKDAY INC | 886 | $242.0M | 0.00% | |
| 94 | MDTMEDTRONIC PLC SHS | 2,313 | $239.0M | 0.00% | |
| 95 | CVXCHEVRON CORP NEW COM | 1,950 | $229.0M | 0.00% | |
| 96 | EMREMERSON ELEC CO COM | 2,300 | $214.0M | 0.00% | |
| 97 | IWMISHARES TR RUSSELL 2000 | 927 | $206.0M | 0.00% | |
| 98 | CCKCROWN HLDGS INC COM | 1,818 | $201.0M | 0.00% | |
| 99 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $108.0M | 0.00% | |
| 100 | PAYAUSDPAYA HOLDINGS INC (A) | 13,200 | $84.0M | 0.00% |
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