The Analysis of DISCIPLINED GROWTH INVESTORS INC /MN's Holdings


Currently, DISCIPLINED GROWTH INVESTORS INC /MN holds 61 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in IT (+270.5K shares, valued at $68.2M), CELH (+836.9K shares, valued at $38.3M), KRNT (+1.2M shares, valued at $17.2M); decreased their positions in IDCC (-181.8K shares, valued at $57.9M), YETI (-640.1K shares, valued at $28.3M), PSTG (-262.8K shares, valued at $17.6M); initiated new positions in MNDY (+72.9K shares, valued at $10.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PSTG PURE STORAGE INC CL A4.9M shares-5.09%2025-12-312026-02-17history
GRMN GARMIN LTD SHS1.4M shares1.65%2025-12-312026-02-17history
SUPER MICRO COMPUTER INC COM N SUPER MICRO COMPUTER INC COM N9.6M shares1.65%2025-12-312026-02-17history
EXE EXPAND ENERGY CORPORATION COM2.5M shares2.25%2025-12-312026-02-17history
ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS1.9M shares1.33%2025-12-312026-02-17history
PLXS PLEXUS CORP COM1.6M shares2.40%2025-12-312026-02-17history
SMTC SEMTECH CORP COM2.8M shares2.63%2025-12-312026-02-17history
VSAT VIASAT INC COM5.9M shares3.49%2025-12-312026-02-17history
Sponsored
IDCC INTERDIGITAL INC COM609.2K shares-22.98%2025-12-312026-02-17history
CTRA COTERRA ENERGY INC COM6.8M shares1.53%2025-12-312026-02-17history
ALRM ALARM COM HLDGS INC COM3.4M shares2.56%2025-12-312026-02-17history
CGNX COGNEX CORP COM4.7M shares1.10%2025-12-312026-02-17history
AKAM AKAMAI TECHNOLOGIES COM1.8M shares1.76%2025-12-312026-02-17history
PRLB PROTO LABS INC COM2.7M shares3.14%2025-12-312026-02-17history
ALGN ALIGN TECHNOLOGY INC820.9K shares2.11%2025-12-312026-02-17history
MCHP MICROCHIP TECHNOLOGY INC. COM1.8M shares0.16%2025-12-312026-02-17history
Sponsored
SNA SNAP ON INC COM327.8K shares0.53%2025-12-312026-02-17history
ZETA ZETA GLOBAL HOLDINGS CORP CL A5.5M shares-10.05%2025-12-312026-02-17history
GNTX GENTEX CORP COM4.8M shares1.41%2025-12-312026-02-17history
SFIX STITCH FIX INC COM CL A19.5M shares11.23%2025-12-312026-02-17history
ADSK AUTODESK INC COM322.0K shares0.37%2025-12-312026-02-17history
IT GARTNER INC COM357.2K shares312.01%2025-12-312026-02-17history
DLB DOLBY LABORATORIES INC COM CL1.3M shares-2.26%2025-12-312026-02-17history
GNRC GENERAC HLDGS INC COM627.8K shares1.55%2025-12-312026-02-17history
Sponsored
CORE LABORATORIES INC CORE LABORATORIES INC5.2M shares-13.45%2025-12-312026-02-17history
TTWO TAKE-TWO INTERACTIVE SOFTWARE306.9K shares0.19%2025-12-312026-02-17history
SPSC SPS COMM INC COM844.6K shares6.58%2025-12-312026-02-17history
POWI POWER INTEGRATIONS INC COM2.0M shares1.77%2025-12-312026-02-17history
FND FLOOR & DECOR HLDGS INC CL A1.1M shares2.43%2025-12-312026-02-17history
CELH CELSIUS HLDGS INC COM NEW1.5M shares121.61%2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC110.4K shares0.86%2025-12-312026-02-17history
INTU INTUIT COM89.8K shares-1.34%2025-12-312026-02-17history
Sponsored
SN SHARKNINJA INC COM SHS455.6K shares1.76%2025-12-312026-02-17history
KRNT KORNIT DIGITAL LTD SHS3.0M shares65.06%2025-12-312026-02-17history
DV DOUBLEVERIFY HLDGS INC COM3.7M shares29.10%2025-12-312026-02-17history
AIOT POWERFLEET INC7.9M shares7.71%2025-12-312026-02-17history
SSD SIMPSON MFG INC COM260.2K shares1.64%2025-12-312026-02-17history
IPGP IPG PHOTONICS CORP COM566.7K shares0.92%2025-12-312026-02-17history
TREX TREX CO INC COM1.0M shares-2.74%2025-12-312026-02-17history
LGIH LGI HOMES INC COM711.2K shares-9.63%2025-12-312026-02-17history
Sponsored
GGG GRACO INC COM358.4K shares2.15%2025-12-312026-02-17history
ZIP ZIPRECRUITER INC CL A6.4M shares53.41%2025-12-312026-02-17history
GEOS GEOSPACE TECHNOLOGIES CORP COM1.1M shares-1.91%2025-12-312026-02-17history
WEAV WEAVE COMMUNICATIONS INC COM2.3M shares82.65%2025-12-312026-02-17history
PAYX PAYCHEX INC COM153.4K shares1.46%2025-12-312026-02-17history
PGNY PROGYNY INC COM622.4K shares3.43%2025-12-312026-02-17history
CEVA CEVA INC COM607.7K shares12.53%2025-12-312026-02-17history
MNDY MONDAY LTD72.9K sharesnew addition2025-12-312026-02-17history
Sponsored
MDXG MIMEDX GROUP INC COM1.5M shares7.19%2025-12-312026-02-17history
EGAN EGAIN CORP COM NEW935.3K shares7.65%2025-12-312026-02-17history
MLKN MILLERKNOLL INC COM516.0K shares9.31%2025-12-312026-02-17history
AXGN AXOGEN INC COM201.9K shares20.47%2025-12-312026-02-17history
MTLS MATERIALISE NV SPONSORED ADS1.2M shares16.43%2025-12-312026-02-17history
YETI YETI HLDGS INC COM132.7K shares-82.83%2025-12-312026-02-17history
GLOB GLOBANT SA84.1K shares17.70%2025-12-312026-02-17history
INMD INMODE LTD SHS282.9K shares10.66%2025-12-312026-02-17history
Sponsored
SSTI SOUNDTHINKING INC COM195.9K shares-52.61%2025-12-312026-02-17history
SRI STONERIDGE INC COM204.0K shares6.82%2025-12-312026-02-17history
AAPL APPLE INC COM1.5K shares0.00%2025-12-312026-02-17history
MSFT MICROSOFT CORP COM672 shares0.00%2025-12-312026-02-17history
BROADCOM INC COM BROADCOM INC COM893 shares-13.89%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available