$3.9 Billion is the total value of DISCIPLINED GROWTH INVESTORS INC /MN's 67 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSTG | Buy | PURE STORAGE INC CL Acs | $149,567,579 | +8.4% | 5,863,096 | +13.8% | 3.84% | +8.7% |
| IPGP | Buy | IPG PHOTONICS CORP COMcs | $54,034,072 | +123.0% | 438,197 | +71.2% | 1.39% | +123.3% |
| SFIX | Buy | STITCH FIX INC COM CL Acs | $31,379,585 | +117.2% | 6,140,819 | +32.2% | 0.80% | +117.6% |
| MIXT | Buy | MIX TELEMATICS LTD SPONSORED Acs | $19,041,882 | +11.2% | 2,457,017 | +0.8% | 0.49% | +11.4% |
| VZIO | Buy | VIZIO HLDG CORP CL A COMcs | $17,849,537 | +25.2% | 1,944,394 | +1.1% | 0.46% | +25.5% |
| New | CORE LABORATORIES INCcs | $17,540,422 | – | 795,484 | +100.0% | 0.45% | – | |
| PRO | Buy | PROS HOLDINGS INC COMcs | $13,995,701 | +15.3% | 510,792 | +2.1% | 0.36% | +15.4% |
| CEVA | Buy | CEVA INC COMcs | $13,316,837 | +19.1% | 437,622 | +0.1% | 0.34% | +19.6% |
| CARA | Buy | CARA THERAPEUTICS INC COMcs | $8,505,961 | -54.0% | 1,732,375 | +0.6% | 0.22% | -54.0% |
| CHRS | Buy | COHERUS BIOSCIENCES INC COMcs | $7,972,102 | -12.0% | 1,165,512 | +1.9% | 0.20% | -11.6% |
| SSYS | Buy | STRATASYS LTD SHScs | $7,869,024 | +40.0% | 476,045 | +0.5% | 0.20% | +40.3% |
| EGAN | Buy | EGAIN CORP COM NEWcs | $7,811,970 | -14.9% | 1,029,245 | +1.2% | 0.20% | -14.9% |
| KRNT | Buy | KORNIT DIGITAL LTD SHScs | $5,525,073 | -12.9% | 285,386 | +3.4% | 0.14% | -12.3% |
| EVBG | Buy | EVERBRIDGE INC COMcs | $4,006,673 | +19.1% | 115,566 | +1.6% | 0.10% | +19.8% |
| VLO | New | VALERO ENERGY CORP COMcs | $209,400 | – | 1,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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 | 2024-02-14 |
| 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 |
| SC 13G/A | 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.