Disciplined Growth Investors INC 13F holdings
Disciplined Growth Investors INC reported 58 positions with a total reported value of $5.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PLXS PLEXUS CORP COM (7.3%), VSAT VIASAT INC COM (7.2%), P EVERPURE INC CL A (6.2%), GRMN GARMIN LTD SHS (5.3%), ANET ARISTA NETWORKS INC COM SHS (5.1%). Against 2026-03-31 it opened 3 new positions and exited 6. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 58 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PLXS PLEXUS CORP COM | 1,440,935 | $433.2M | 7.3% |
| VSAT VIASAT INC COM | 4,741,812 | $425.9M | 7.2% |
| P EVERPURE INC CL A | 4,646,725 | $366.1M | 6.2% |
| GRMN GARMIN LTD SHS | 1,326,832 | $315.2M | 5.3% |
| ANET ARISTA NETWORKS INC COM SHS | 1,788,304 | $303.8M | 5.1% |
| CGNX COGNEX CORP COM | 4,139,715 | $299.8M | 5.1% |
| EXE EXPAND ENERGY CORPORATION COM | 2,346,927 | $214.0M | 3.6% |
| PRLB PROTO LABS INC COM | 2,380,514 | $194.0M | 3.3% |
| AKAM AKAMAI TECHNOLOGIES COM | 1,635,207 | $193.3M | 3.3% |
| DVN DEVON ENERGY CORP NEW COM | 4,219,415 | $174.3M | 3.0% |
| ALRM ALARM COM HLDGS INC COM | 3,585,614 | $167.5M | 2.8% |
| GNRC GENERAC HLDGS INC COM | 558,568 | $163.6M | 2.8% |
| POWI POWER INTEGRATIONS INC COM | 1,891,864 | $158.5M | 2.7% |
| SMTC SEMTECH CORP COM | 955,033 | $154.6M | 2.6% |
| IDCC INTERDIGITAL INC COM | 510,096 | $144.4M | 2.4% |
| ZETA ZETA GLOBAL HOLDINGS CORP CL A | 6,761,165 | $133.1M | 2.3% |
| ALGN ALIGN TECHNOLOGY INC | 783,178 | $132.1M | 2.2% |
| SNA SNAP ON INC COM | 305,180 | $122.8M | 2.1% |
| SPSC SPS COMM INC COM | 2,123,881 | $121.4M | 2.1% |
| GNTX GENTEX CORP COM | 4,561,485 | $115.3M | 2.0% |
| SN SHARKNINJA INC COM SHS | 715,721 | $109.0M | 1.8% |
| DV DOUBLEVERIFY HLDGS INC COM | 9,689,140 | $105.0M | 1.8% |
| GTLB GITLAB, INC | 3,308,421 | $101.0M | 1.7% |
| MNDY MONDAY.COM LTD | 1,263,335 | $91.5M | 1.5% |
| SMCI SUPER MICRO COMPUTER INC COM N | 2,663,417 | $78.1M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 6 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| COTERRA ENERGY INC COM | 6,395,098 | $224.7M | 4.6% |
| GEOS GEOSPACE TECHNOLOGIES CORP COM | 1,101,426 | $13.4M | 0.3% |
| MLKN MILLERKNOLL INC COM | 498,550 | $7.2M | 0.1% |
| EGAN EGAIN CORP COM NEW | 912,349 | $7.2M | 0.1% |
| SSTI SOUNDTHINKING INC COM | 196,468 | $1.3M | <0.1% |
| SRI STONERIDGE INC COM | 197,087 | $951.9K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SPSC SPS COMM INC COM | 810,938 | 2,123,881 | +161.9% | $121.4M |
| GTLB GITLAB, INC | 909,547 | 3,308,421 | +263.7% | $101.0M |
| DV DOUBLEVERIFY HLDGS INC COM | 3,908,101 | 9,689,140 | +147.9% | $105.0M |
| MNDY MONDAY.COM LTD | 403,888 | 1,263,335 | +212.8% | $91.5M |
| SN SHARKNINJA INC COM SHS | 427,429 | 715,721 | +67.4% | $109.0M |
| PGNY PROGYNY INC COM | 574,566 | 1,181,632 | +105.7% | $34.1M |
| ALRM ALARM COM HLDGS INC COM | 3,268,986 | 3,585,614 | +9.7% | $167.5M |
| ZETA ZETA GLOBAL HOLDINGS CORP CL A | 6,153,472 | 6,761,165 | +9.9% | $133.1M |
| DT DYNATRACE INC NEW | 658,723 | 908,550 | +37.9% | $39.9M |
| CEVA CEVA INC COM | 450,484 | 662,802 | +47.1% | $31.3M |
| MTLS MATERIALISE NV SPONSORED ADS | 1,135,387 | 1,992,441 | +75.5% | $14.8M |
| LGIH LGI HOMES INC COM | 721,601 | 815,069 | +13.0% | $51.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SMTC SEMTECH CORP COM | 2,206,748 | 955,033 | -56.7% | $154.6M |
| VSAT VIASAT INC COM | 5,660,688 | 4,741,812 | -16.2% | $425.9M |
| MCHP MICROCHIP TECHNOLOGY INC. COM | 1,245,822 | 478,469 | -61.6% | $43.6M |
| SMCI SUPER MICRO COMPUTER INC COM N | 4,987,159 | 2,663,417 | -46.6% | $78.1M |
| CLB CORE LABORATORIES INC | 4,937,115 | 3,042,177 | -38.4% | $35.4M |
| PLXS PLEXUS CORP COM | 1,494,619 | 1,440,935 | -3.6% | $433.2M |
| IDCC INTERDIGITAL INC COM | 556,788 | 510,096 | -8.4% | $144.4M |
| CGNX COGNEX CORP COM | 4,322,075 | 4,139,715 | -4.2% | $299.8M |
| PRLB PROTO LABS INC COM | 2,497,355 | 2,380,514 | -4.7% | $194.0M |
| GNRC GENERAC HLDGS INC COM | 580,928 | 558,568 | -3.8% | $163.6M |
| POWI POWER INTEGRATIONS INC COM | 1,959,172 | 1,891,864 | -3.4% | $158.5M |
| TREX TREX CO INC COM | 678,357 | 592,096 | -12.7% | $29.6M |
CIK 1050442 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
