DISCIPLINED GROWTH INVESTORS INC /MN 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DG DISCIPLINED GROWTH INVESTORS INC /MN | Institutional Filer | ▼ 6.47% | $4.89B | 61 |
Current Portfolio Holdings
Showing all 61 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GRMN | Garmin Ltd. | Technology | 1.3M | $308.9M | 6.32% |
| 2 | PLXS | Plexus Corp. | Technology | 1.5M | $302.7M | 6.19% |
| 3 | PSTG | Everpure, Inc | Technology | 4.7M | $275.5M | 5.64% |
| 4 | EXE | Expand Energy Corporation | Energy | 2.4M | $260.5M | 5.33% |
| 5 | VSAT | Viasat, Inc. | Technology | 5.7M | $259.3M | 5.31% |
| 6 | CTRA | Coterra Energy Inc. | Energy | 6.4M | $224.7M | 4.60% |
| 7 | ANET | Arista Networks, Inc. | Technology | 1.8M | $222.4M | 4.55% |
| 8 | CGNX | Cognex Corporation | Technology | 4.3M | $211.7M | 4.33% |
| 9 | AKAM | Akamai Technologies, Inc. | Technology | 1.7M | $190.5M | 3.90% |
| 10 | SMTC | Semtech Corporation | Technology | 2.2M | $169.7M | 3.47% |
| 11 | IDCC | InterDigital, Inc. | Technology | 557K | $168.1M | 3.44% |
| 12 | PRLB | Proto Labs, Inc. | Industrials | 2.5M | $142.4M | 2.91% |
| 13 | ALRM | Alarm.com Holdings, Inc. | Technology | 3.3M | $141.2M | 2.89% |
| 14 | ALGN | Align Technology, Inc. | Healthcare | 776K | $133.0M | 2.72% |
| 15 | SMCI | Super Micro Computer, Inc. | Technology | 5.0M | $113.6M | 2.32% |
Showing 1 to 15 of 61 holdings