DISCIPLINED GROWTH INVESTORS INC /MN Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3903.3T
Holdings
69
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,510,871 | $370.3T | 9.49% | |
| 2 | PLXSPLEXUS CORP COM | 2,313,936 | $238.2T | 6.10% | |
| 3 | SWN1EURSOUTHWESTERN ENERGY CO COM | 31,029,956 | $181.5T | 4.65% | |
| 4 | PWIPOWER INTEGRATIONS INC COM | 2,401,305 | $172.2T | 4.41% | |
| 5 | MCHPMICROCHIP TECHNOLOGY INC COM | 2,069,343 | $145.4T | 3.72% | |
| 6 | CTRACOTERRA ENERGY INC COM | 5,765,251 | $141.7T | 3.63% | |
| 7 | GRMNGARMIN LTD SHS | 1,523,701 | $140.6T | 3.60% | |
| 8 | PSTGPURE STORAGE INC CL A | 5,153,797 | $137.9T | 3.53% | |
| 9 | AKAMAKAMAI TECHNOLOGIES COM | 1,616,768 | $136.3T | 3.49% | |
| 10 | GNTXGENTEX CORP COM | 4,865,836 | $132.7T | 3.40% | |
| 11 | INTUINTUIT COM | 304,730 | $118.6T | 3.04% | |
| 12 | FUODOLBY LABORATORIES INC COM CL | 1,612,608 | $113.8T | 2.91% | |
| 13 | CGNXCOGNEX CORP COM | 2,322,126 | $109.4T | 2.80% | |
| 14 | AFWALIGN TECHNOLOGY INC | 511,390 | $107.9T | 2.76% | |
| 15 | SNASNAP ON INC COM | 429,949 | $98.2T | 2.52% | |
| 16 | ANETEURARISTA NETWORKS INC COM | 782,383 | $94.9T | 2.43% | |
| 17 | ALRMALARM COM HLDGS INC COM | 1,915,970 | $94.8T | 2.43% | |
| 18 | VSATVIASAT INC COM | 2,949,487 | $93.4T | 2.39% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 334,230 | $88.7T | 2.27% | |
| 20 | ADSKAUTODESK INC COM | 463,145 | $86.5T | 2.22% | |
| 21 | LSTRLANDSTAR SYS INC COM | 523,397 | $85.3T | 2.18% | |
| 22 | QA4AGENTHERM INC COM | 1,200,699 | $78.4T | 2.01% | |
| 23 | UAAUNDER ARMOUR INC CL A | 5,952,318 | $60.5T | 1.55% | |
| 24 | SL2SLEEP NUMBER CORPORATION | 2,141,034 | $55.6T | 1.43% | |
| 25 | PRLBPROTO LABS INC COM | 2,121,891 | $54.2T | 1.39% | |
| 26 | OTXOPEN TEXT CORP COM | 1,801,008 | $53.4T | 1.37% | |
| 27 | LGIHLGI HOMES INC COM | 567,345 | $52.5T | 1.35% | |
| 28 | RCLROYAL CARIBBEAN GROUP | 907,134 | $44.8T | 1.15% | |
| 29 | STRASTRATEGIC ED INC COM | 546,112 | $42.8T | 1.10% | |
| 30 | IDIINTERDIGITAL INC COM | 791,400 | $39.2T | 1.00% | |
| 31 | TJXTJX COS INC NEW COM | 467,788 | $37.2T | 0.95% | |
| 32 | GGGGRACO INC COM | 542,680 | $36.5T | 0.94% | |
| 33 | MYGNMYRIAD GENETICS INC COM | 2,272,444 | $33.0T | 0.84% | |
| 34 | PAYXPAYCHEX INC COM | 245,032 | $28.3T | 0.73% | |
| 35 | FNDFLOOR & DECOR HLDGS INC CL A | 399,674 | $27.8T | 0.71% | |
| 36 | JWNUSDNORDSTROM INC COM | 1,675,142 | $27.0T | 0.69% | |
| 37 | MSMMSC INDL DIRECT INC CL A | 328,278 | $26.8T | 0.69% | |
| 38 | SPSCSPS COMM INC COM | 200,741 | $25.8T | 0.66% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 255,926 | $24.2T | 0.62% | |
| 40 | TREXTREX CO INC COM | 438,617 | $18.6T | 0.48% | |
| 41 | CARAEURCARA THERAPEUTICS INC COM | 1,722,441 | $18.5T | 0.47% | |
| 42 | CLBCORE LABORATORIES N V COM | 880,817 | $17.9T | 0.46% | |
| 43 | GNRCGENERAC HLDGS INC COM | 177,182 | $17.8T | 0.46% | |
| 44 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,436,411 | $17.1T | 0.44% | |
| 45 | IRBTQIROBOT CORP COM | 339,769 | $16.4T | 0.42% | |
| 46 | SMTCSEMTECH CORP COM | 552,034 | $15.8T | 0.41% | |
| 47 | SFIXSTITCH FIX INC COM CL A | 4,644,787 | $14.4T | 0.37% | |
| 48 | VZIOEURVIZIO HLDG CORP CL A COM | 1,924,032 | $14.3T | 0.37% | |
| 49 | SU6SURMODICS INC COM | 408,983 | $14.0T | 0.36% | |
| 50 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 132,508 | $13.8T | 0.35% | |
| 51 | PROPROS HOLDINGS INC COM | 500,170 | $12.1T | 0.31% | |
| 52 | CEVACEVA INC COM | 437,059 | $11.2T | 0.29% | |
| 53 | EGANEGAIN CORP COM NEW | 1,017,128 | $9.2T | 0.24% | |
| 54 | CHRSCOHERUS BIOSCIENCES INC COM | 1,143,420 | $9.1T | 0.23% | |
| 55 | MLKNMILLERKNOLL INC | 316,746 | $6.7T | 0.17% | |
| 56 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,533,790 | $6.5T | 0.17% | |
| 57 | KRNTKORNIT DIGITAL LTD SHS | 276,133 | $6.3T | 0.16% | |
| 58 | DLTHDULUTH HLDGS INC COM CL B | 1,025,936 | $6.3T | 0.16% | |
| 59 | SSYSSTRATASYS LTD SHS | 473,799 | $5.6T | 0.14% | |
| 60 | SRISTONERIDGE INC COM | 223,614 | $4.8T | 0.12% | |
| 61 | ZM3ZUMIEZ INC COM | 185,134 | $4.0T | 0.10% | |
| 62 | EVBGEUREVERBRIDGE INC COM | 113,716 | $3.4T | 0.09% | |
| 63 | MDXGMIMEDX GROUP INC COM | 334,710 | $930.5B | 0.02% | |
| 64 | —FLOTEK INDS INC DEL COM | 758,944 | $850.0B | 0.02% | |
| 65 | IWPISHARES TR RUS MD CP GR ETF | 4,198 | $351.0B | 0.01% | |
| 66 | MSFTMICROSOFT CORP COM | 1,387 | $332.6B | 0.01% | |
| 67 | CVXCHEVRON CORP NEW COM | 1,775 | $318.6B | 0.01% | |
| 68 | AAPLAPPLE INC COM | 2,106 | $273.6B | 0.01% | |
| 69 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $192.3B | 0.00% |