DISCIPLINED GROWTH INVESTORS INC /MN - Q4 2013 holdings

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$3.84 Billion is the total value of DISCIPLINED GROWTH INVESTORS INC /MN's 89 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 4.4% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
TJX BuyTJX COS INC NEW COM$172,944,000
+13.8%
2,713,701
+0.7%
4.50%
+1.6%
OTEX BuyOPEN TEXT CORP COM$162,845,000
+24.5%
1,770,822
+1.1%
4.24%
+11.2%
INTU BuyINTUIT COM$155,641,000
+16.2%
2,039,326
+0.9%
4.05%
+3.7%
MIDD BuyMIDDLEBY CORP COM$155,597,000
+16.7%
649,069
+1.7%
4.05%
+4.2%
STX BuySEAGATE TECHNOLOGY PLC SHS$147,104,000
+29.3%
2,619,366
+0.7%
3.83%
+15.5%
TRMB BuyTRIMBLE NAVIGATION LTD COM$142,574,000
+18.2%
4,108,752
+1.2%
3.71%
+5.6%
PLXS BuyPLEXUS CORP COM$141,688,000
+17.9%
3,272,997
+1.2%
3.69%
+5.3%
CAB BuyCABELAS INC COM$131,994,000
+7.7%
1,980,110
+1.9%
3.44%
-3.8%
ETN BuyEATON CORP PLC$124,160,000
+11.1%
1,631,103
+0.4%
3.23%
-0.8%
LB BuyL BRANDS INC$106,688,000
+3.1%
1,724,942
+1.8%
2.78%
-8.0%
ADSK BuyAUTODESK INC COM$97,974,000
+24.8%
1,947,059
+2.1%
2.55%
+11.4%
EW BuyEDWARDS LIFESCIENCES CORP COM$90,979,000
-0.3%
1,383,507
+5.6%
2.37%
-10.9%
SCSS BuySELECT COMFORT CORP$83,658,000
-12.2%
3,966,691
+1.3%
2.18%
-21.6%
POLY BuyPLANTRONICS INC NEW COM$82,628,000
+5.7%
1,778,860
+4.8%
2.15%
-5.6%
AKAM BuyAKAMAI TECHNOLOGIES COM$79,104,000
-3.3%
1,676,635
+6.0%
2.06%
-13.6%
TWTC BuyTW TELECOM INC COM$77,034,000
+4.5%
2,528,195
+2.4%
2.01%
-6.7%
RL BuyRALPH LAUREN CORP CL A$74,173,000
+10.5%
420,076
+3.1%
1.93%
-1.3%
ETH BuyETHAN ALLEN INTERIORS INC COM$73,781,000
+11.4%
2,425,419
+2.1%
1.92%
-0.5%
GNTX BuyGENTEX CORP COM$73,094,000
+32.2%
2,216,313
+2.5%
1.90%
+18.0%
FDS BuyFACTSET RESH SYS INC COM$72,944,000
+3.2%
671,799
+3.6%
1.90%
-7.9%
ALGN BuyALIGN TECHNOLOGY INC COM$68,838,000
+19.0%
1,204,723
+0.2%
1.79%
+6.2%
CEB BuyCORPORATE EXECUTIVE BRD CO COM$65,468,000
+9.4%
845,511
+2.6%
1.70%
-2.3%
ISRG BuyINTUITIVE SURGICAL INC COM NEW$63,018,000
+7.3%
164,074
+5.1%
1.64%
-4.1%
VAR BuyVARIAN MED SYS INC COM$62,725,000
+9.5%
807,378
+5.3%
1.63%
-2.2%
RCL BuyROYAL CARIBBEAN CRUISES LTD CO$62,266,000
+25.5%
1,313,068
+1.3%
1.62%
+12.1%
GRMN BuyGARMIN LTD$60,604,000
+7.1%
1,312,062
+4.8%
1.58%
-4.4%
LSTR BuyLANDSTAR SYS INC COM$59,581,000
+6.9%
1,037,093
+4.1%
1.55%
-4.6%
ARMH BuyARM HLDGS PLC SPONSORED ADR$52,678,000
+18.2%
962,497
+3.9%
1.37%
+5.5%
NEBLQ NewNOBLE CORPORATION PLC$49,952,000–1,333,112
+100.0%
1.30%–
DWA BuyDREAMWORKS ANIMATION SKG$47,257,000
+27.2%
1,331,191
+1.9%
1.23%
+13.6%
MCHP BuyMICROCHIP TECHNOLOGY INC COM$44,939,000
+14.3%
1,004,216
+2.9%
1.17%
+2.1%
GGG BuyGRACO INC COM$38,236,000
+7.8%
489,451
+2.2%
1.00%
-3.8%
TUMI BuyTUMI HLDGS INC$38,117,000
+15.6%
1,690,350
+3.3%
0.99%
+3.3%
JBLU BuyJETBLUE AIRWAYS CORP COM$36,897,000
+30.3%
4,320,470
+1.7%
0.96%
+16.3%
VSAT BuyVIASAT INC COM$35,712,000
+2.9%
570,020
+4.6%
0.93%
-8.1%
JNS BuyJANUS CAP GROUP INC COM$35,046,000
+46.4%
2,833,117
+0.7%
0.91%
+30.8%
ETFC BuyE TRADE FINANCIAL CORP$32,059,000
+22.4%
1,632,343
+2.9%
0.84%
+9.3%
PAYX BuyPAYCHEX INC COM$30,256,000
+14.8%
664,538
+2.5%
0.79%
+2.5%
TCF BuyTCF FINL CORP COM$30,230,000
+14.8%
1,860,328
+0.9%
0.79%
+2.5%
DLB BuyDOLBY LABORATORIES INC$29,454,000
+15.3%
763,861
+3.2%
0.77%
+3.0%
IHS BuyIHS INC$29,450,000
+8.0%
246,033
+3.0%
0.77%
-3.6%
UPLMQ BuyULTRA PETROLEUM CORP$26,067,000
+13.8%
1,204,008
+8.1%
0.68%
+1.6%
BRC BuyBRADY CORP CL A$21,163,000
+8.0%
684,230
+6.5%
0.55%
-3.7%
MDSO BuyMEDIDATA SOLUTIONS INC$20,890,000
-12.8%
345,270
+42.6%
0.54%
-22.2%
MYGN BuyMYRIAD GENETICS INC COM$17,372,000
-7.0%
828,037
+4.2%
0.45%
-16.9%
IWP NewISHARES TR RUSSELL MCP GR$1,540,000–18,250
+100.0%
0.04%–
EMR BuyEMERSON ELEC CO COM$738,000
+10.1%
10,510
+1.5%
0.02%
-5.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-02-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
INTUIT COM42Q3 20234.6%
PLEXUS CORP COM42Q3 20236.1%
ALIGN TECHNOLOGY INC COM42Q3 20236.1%
OPEN TEXT CORP COM42Q3 20234.7%
SUPER MICRO COMPUTER INC COM42Q3 202318.5%
AUTODESK INC COM42Q3 20233.7%
AKAMAI TECHNOLOGIES COM42Q3 20234.1%
INTUITIVE SURGICAL INC COM NEW42Q3 20233.7%
GARMIN LTD SHS42Q3 20233.9%
GENTEX CORP COM42Q3 20233.7%

View DISCIPLINED GROWTH INVESTORS INC /MN's complete holdings history.

Latest significant ownerships (13-D/G)
DISCIPLINED GROWTH INVESTORS INC /MN Q4 2013 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
PLANTRONICS INC /CA/February 15, 20222,561,2546.0%
PLANTRONICS INC /CA/February 16, 20212,883,9307.0%
ULTRA PETROLEUM CORPFebruary 15, 201810,747,1685.0%
SELECT COMFORT CORPJune 30, 20093,174,2747.0%
PLEXUS CORPAugust 01, 20082,168,8545.1%
ASHWORTH INCFebruary 07, 2008848,8975.8%
Harris Stratex Networks, Inc.February 07, 20081,705,1296.7%
CARRIER ACCESS CORPAugust 09, 20071,710,4805.1%
MOBIUS MANAGEMENT SYSTEMS INCFebruary 09, 20071,083,3005.6%
VIROPHARMA INCFebruary 01, 20061,423,8442.1%

View DISCIPLINED GROWTH INVESTORS INC /MN's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-15
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
SC 13G/A2023-02-14

View DISCIPLINED GROWTH INVESTORS INC /MN's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (3839380000.0 != 3838977000.0)
  • The reported number of holdings is incorrect (89 != 87)

Export DISCIPLINED GROWTH INVESTORS INC /MN's holdings

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