$5.09 Billion is the total value of DISCIPLINED GROWTH INVESTORS INC /MN's 87 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| POWI | Buy | POWER INTEGRATIONS INC COM | $94,777,000 | +5.8% | 1,386,640 | +13.9% | 1.86% | +5.6% |
| MDSO | Buy | MEDIDATA SOLUTIONS INC | $58,555,000 | +11.2% | 932,254 | +12.2% | 1.15% | +10.9% |
| UPLCQ | Buy | ULTRA PETROLEUM CORP | $54,321,000 | -43.7% | 13,118,105 | +1120.6% | 1.07% | -43.9% |
| SWN | Buy | SOUTHWESTERN ENERGY CO COM | $54,071,000 | +40.9% | 12,487,570 | +81.5% | 1.06% | +40.6% |
| NLS | Buy | NAUTILUS INC COM | $13,705,000 | +0.9% | 1,018,930 | +0.1% | 0.27% | +0.4% |
| CPLA | Buy | CAPELLA EDUCATION COMPANY | $12,096,000 | +13.0% | 138,476 | +0.1% | 0.24% | +12.8% |
| FTK | New | FLOTEK INDS INC | $9,661,000 | – | 1,583,712 | +100.0% | 0.19% | – |
| PHX | Buy | PANHANDLE OIL AND GAS INC | $6,924,000 | -5.7% | 358,773 | +0.4% | 0.14% | -6.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTUIT COM | 42 | Q3 2023 | 4.6% |
| PLEXUS CORP COM | 42 | Q3 2023 | 6.1% |
| ALIGN TECHNOLOGY INC COM | 42 | Q3 2023 | 6.1% |
| OPEN TEXT CORP COM | 42 | Q3 2023 | 4.7% |
| SUPER MICRO COMPUTER INC COM | 42 | Q3 2023 | 18.5% |
| AUTODESK INC COM | 42 | Q3 2023 | 3.7% |
| AKAMAI TECHNOLOGIES COM | 42 | Q3 2023 | 4.1% |
| INTUITIVE SURGICAL INC COM NEW | 42 | Q3 2023 | 3.7% |
| GARMIN LTD SHS | 42 | Q3 2023 | 3.9% |
| GENTEX CORP COM | 42 | Q3 2023 | 3.7% |
View DISCIPLINED GROWTH INVESTORS INC /MN's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PLANTRONICS INC /CA/ | February 15, 2022 | 2,561,254 | 6.0% |
| PLANTRONICS INC /CA/ | February 16, 2021 | 2,883,930 | 7.0% |
| ULTRA PETROLEUM CORP | February 15, 2018 | 10,747,168 | 5.0% |
| SELECT COMFORT CORP | June 30, 2009 | 3,174,274 | 7.0% |
| PLEXUS CORP | August 01, 2008 | 2,168,854 | 5.1% |
| ASHWORTH INC | February 07, 2008 | 848,897 | 5.8% |
| Harris Stratex Networks, Inc. | February 07, 2008 | 1,705,129 | 6.7% |
| CARRIER ACCESS CORP | August 09, 2007 | 1,710,480 | 5.1% |
| MOBIUS MANAGEMENT SYSTEMS INC | February 09, 2007 | 1,083,300 | 5.6% |
| VIROPHARMA INC | February 01, 2006 | 1,423,844 | 2.1% |
View DISCIPLINED GROWTH INVESTORS INC /MN's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View DISCIPLINED GROWTH INVESTORS INC /MN's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.