DISCIPLINED GROWTH INVESTORS INC /MN Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$4580.2T
Holdings
63
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,725,280 | $774.7T | 16.91% | |
| 2 | PLXSPLEXUS CORP COM | 2,038,667 | $220.4T | 4.81% | |
| 3 | PSTGPURE STORAGE INC CL A | 5,673,475 | $202.3T | 4.42% | |
| 4 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,471,745 | $193.0T | 4.21% | |
| 5 | AFWALIGN TECHNOLOGY INC | 671,389 | $184.0T | 4.02% | |
| 6 | GRMNGARMIN LTD SHS | 1,352,961 | $173.9T | 3.80% | |
| 7 | PWIPOWER INTEGRATIONS INC COM | 2,039,868 | $167.5T | 3.66% | |
| 8 | AKAMAKAMAI TECHNOLOGIES COM | 1,376,146 | $162.9T | 3.56% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,739,111 | $156.8T | 3.42% | |
| 10 | ANETEURARISTA NETWORKS INC COM | 629,993 | $148.4T | 3.24% | |
| 11 | INTUINTUIT COM | 221,589 | $138.5T | 3.02% | |
| 12 | GNTXGENTEX CORP COM | 4,138,578 | $135.2T | 2.95% | |
| 13 | CTRACOTERRA ENERGY INC COM | 4,884,903 | $124.7T | 2.72% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,371,321 | $118.2T | 2.58% | |
| 15 | ALRMALARM COM HLDGS INC COM | 1,735,710 | $112.2T | 2.45% | |
| 16 | SNASNAP ON INC COM | 352,094 | $101.7T | 2.22% | |
| 17 | ISRGINTUITIVE SURGICAL INC | 264,280 | $89.2T | 1.95% | |
| 18 | ADSKAUTODESK INC COM | 364,776 | $88.8T | 1.94% | |
| 19 | VSATVIASAT INC COM | 3,059,517 | $85.5T | 1.87% | |
| 20 | CGNXCOGNEX CORP COM | 1,943,245 | $81.1T | 1.77% | |
| 21 | RCLROYAL CARIBBEAN GROUP | 622,668 | $80.6T | 1.76% | |
| 22 | FNDFLOOR & DECOR HLDGS INC CL A | 712,795 | $79.5T | 1.74% | |
| 23 | IDIINTERDIGITAL INC COM | 675,865 | $73.4T | 1.60% | |
| 24 | LGIHLGI HOMES INC COM | 548,465 | $73.0T | 1.59% | |
| 25 | PRLBPROTO LABS INC COM | 1,739,638 | $67.8T | 1.48% | |
| 26 | LSTRLANDSTAR SYS INC COM | 326,540 | $63.2T | 1.38% | |
| 27 | QA4AGENTHERM INC COM | 1,084,724 | $56.8T | 1.24% | |
| 28 | IPGPIPG PHOTONICS CORP COM | 423,352 | $46.0T | 1.00% | |
| 29 | GNRCGENERAC HLDGS INC COM | 333,042 | $43.0T | 0.94% | |
| 30 | STRASTRATEGIC ED INC COM | 461,780 | $42.7T | 0.93% | |
| 31 | MYGNMYRIAD GENETICS INC COM | 1,955,236 | $37.4T | 0.82% | |
| 32 | UAAUNDER ARMOUR INC CL A | 4,256,924 | $37.4T | 0.82% | |
| 33 | GGGGRACO INC COM | 427,823 | $37.1T | 0.81% | |
| 34 | TREXTREX CO INC COM | 410,003 | $33.9T | 0.74% | |
| 35 | KRNTKORNIT DIGITAL LTD SHS | 1,709,576 | $32.8T | 0.72% | |
| 36 | SPSCSPS COMM INC COM | 167,480 | $32.5T | 0.71% | |
| 37 | MSMMSC INDL DIRECT INC CL A COM | 259,603 | $26.3T | 0.57% | |
| 38 | SFIXSTITCH FIX INC COM CL A | 6,306,801 | $22.5T | 0.49% | |
| 39 | SU6SURMODICS INC COM | 614,891 | $22.4T | 0.49% | |
| 40 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,528,718 | $21.8T | 0.48% | |
| 41 | PROPROS HOLDINGS INC COM | 510,328 | $19.8T | 0.43% | |
| 42 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,490,135 | $19.3T | 0.42% | |
| 43 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 111,500 | $17.9T | 0.39% | |
| 44 | PAYXPAYCHEX INC COM | 142,708 | $17.0T | 0.37% | |
| 45 | VZIOEURVIZIO HLDG CORP CL A COM | 2,080,515 | $16.0T | 0.35% | |
| 46 | CLBCORE LABORATORIES INC | 752,367 | $13.3T | 0.29% | |
| 47 | SMTCSEMTECH CORP COM | 491,925 | $10.8T | 0.24% | |
| 48 | CTLPCANTALOUPE INC | 1,445,336 | $10.7T | 0.23% | |
| 49 | CEVACEVA INC COM | 455,070 | $10.3T | 0.23% | |
| 50 | MTLSMATERIALISE NV SPONSORED ADS | 1,421,484 | $9.3T | 0.20% | |
| 51 | EGANEGAIN CORP COM NEW | 1,060,234 | $8.8T | 0.19% | |
| 52 | MLKNMILLERKNOLL INC COM | 310,995 | $8.3T | 0.18% | |
| 53 | —LUNA INNOVATIONS INC | 841,647 | $5.6T | 0.12% | |
| 54 | SRISTONERIDGE INC COM | 216,037 | $4.2T | 0.09% | |
| 55 | CHRSCOHERUS BIOSCIENCES INC COM | 1,166,727 | $3.9T | 0.08% | |
| 56 | ZM3ZUMIEZ INC COM | 174,050 | $3.5T | 0.08% | |
| 57 | EVBGEUREVERBRIDGE INC COM | 120,850 | $2.9T | 0.06% | |
| 58 | MDXGMIMEDX GROUP INC COM | 316,095 | $2.8T | 0.06% | |
| 59 | SL2SLEEP NUMBER CORPORATION | 178,198 | $2.6T | 0.06% | |
| 60 | IWPISHARES TR RUS MD CP GR ETF | 20,563 | $2.1T | 0.05% | |
| 61 | CARAEURCARA THERAPEUTICS INC COM | 1,812,100 | $1.3T | 0.03% | |
| 62 | AAPLAPPLE INC COM | 1,464 | $281.9B | 0.01% | |
| 63 | MSFTMICROSOFT CORP COM | 679 | $255.3B | 0.01% |