DISCIPLINED GROWTH INVESTORS INC /MN
CIK: 0001050442Latest portfolio: $5.2B · Q4 2025
Holdings
61
Total Value
$5.2B
New Positions
1
Closed Positions
4
Top Holdings
View All 61 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC CL A | 4,897,406 | $328.2M | 6.28% | -262,776 | |
| 2 | GRMNGARMIN LTD SHS | 1,399,515 | $283.9M | 5.43% | +23K | |
| 3 | SMCISUPER MICRO COMPUTER INC COM N | 9,637,492 | $282.1M | 5.40% | +156K | |
| 4 | EXEEXPAND ENERGY CORPORATION COM | 2,549,879 | $281.4M | 5.39% | +56K | |
| 5 | ANETARISTA NETWORKS INC COM SHS | 1,948,824 | $255.4M | 4.89% | +26K | |
| 6 | PLXSPLEXUS CORP COM | 1,590,840 | $233.9M | 4.48% | +37K | |
| 7 | SMTCSEMTECH CORP COM | 2,801,291 | $206.4M | 3.95% | +72K | |
| 8 | VSATVIASAT INC COM | 5,925,770 | $204.2M | 3.91% | +200K | |
| 9 | IDIINTERDIGITAL INC COM | 609,153 | $193.9M | 3.71% | -181,788 | |
| 10 | CTRACOTERRA ENERGY INC COM | 6,777,536 | $178.4M | 3.41% | +102K | |
| 11 | ALRMALARM COM HLDGS INC COM | 3,417,517 | $174.4M | 3.34% | +85K | |
| 12 | CGNXCOGNEX CORP COM | 4,655,358 | $167.5M | 3.21% | +51K | |
| 13 | AKAMAKAMAI TECHNOLOGIES COM | 1,774,883 | $154.9M | 2.96% | +31K | |
| 14 | PRLBPROTO LABS INC COM | 2,673,729 | $135.3M | 2.59% | +81K | |
| 15 | AFWALIGN TECHNOLOGY INC | 820,935 | $128.2M | 2.45% | +17K | |
| 16 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,785,355 | $113.8M | 2.18% | +3K | |
| 17 | SNASNAP ON INC COM | 327,754 | $112.9M | 2.16% | +2K | |
| 18 | ZETAZETA GLOBAL HOLDINGS CORP CL A | 5,500,408 | $111.9M | 2.14% | -614,443 | |
| 19 | GNTXGENTEX CORP COM | 4,803,223 | $111.8M | 2.14% | +67K | |
| 20 | SFIXSTITCH FIX INC COM CL A | 19,477,691 | $102.3M | 1.96% | +2.0M | |
| 21 | ADSKAUTODESK INC COM | 321,967 | $95.3M | 1.82% | +1K | |
| 22 | ITGARTNER INC COM | 357,160 | $90.1M | 1.72% | +270K | |
| 23 | FUODOLBY LABORATORIES INC COM CL | 1,342,492 | $86.2M | 1.65% | -31,070 | |
| 24 | GNRCGENERAC HLDGS INC COM | 627,776 | $85.6M | 1.64% | +10K | |
| 25 | CLBCORE LABORATORIES INC | 5,166,914 | $82.8M | 1.59% | -802,946 |
Quarterly Changes
New Positions
- MNDYNEW$10.8M
Increased Positions
Sector Breakdown
Technology0.0% ($3.281752838912821e+137T)
Industrials0.0% ($1.352631129448561e+37T)
Consumer Cyclical0.0% ($1.1177010225769825e+29T)
Healthcare0.0% ($62540159841004.0T)
Energy0.0% ($2814041783848.3T)
Unknown0.0% ($1939421281898.6T)
Communication Services0.0% ($78.6M)
Consumer Defensive0.0% ($69.8M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $5.2B | 61 |
| Q3 2025 | Nov 14, 2025 | $5.5T | 64 |
| Q2 2025 | Aug 14, 2025 | $5.2T | 64 |
| Q1 2025 | May 15, 2025 | $4.8T | 64 |
| Q4 2024 | Feb 14, 2025 | $5.3T | 65 |
| Q3 2024 | Nov 15, 2024 | $5288.1T | 69 |
| Q2 2024 | Aug 15, 2024 | $5311.3T | 66 |
| Q1 2024 | May 15, 2024 | $5481.7T | 68 |
| Q4 2023 | Feb 14, 2024 | $4580.2T | 63 |
| Q3 2023 | Nov 15, 2023 | $4202.8T | 65 |
| Q2 2023 | Aug 14, 2023 | $4431.0T | 64 |
| Q1 2023 | May 15, 2023 | $3896.4T | 67 |
| Q4 2022 | Feb 14, 2023 | $3903.3T | 69 |
| Q3 2022 | Nov 15, 2022 | $3.6T | 72 |
| Q2 2022 | Aug 15, 2022 | $3.7T | 75 |
| Q1 2022 | May 16, 2022 | $4.6T | 96 |
| Q4 2021 | Feb 14, 2022 | $5.0T | 101 |
| Q3 2021 | Nov 15, 2021 | $5.0T | 79 |
| Q2 2021 | Aug 16, 2021 | $5.2T | 83 |
| Q1 2021 | May 17, 2021 | $4.9T | 80 |
| Q4 2020 | Feb 16, 2021 | $5.2T | 83 |
| Q3 2020 | Nov 16, 2020 | $4.3T | 78 |
| Q2 2020 | Aug 14, 2020 | $4.1T | 80 |
| Q1 2020 | May 15, 2020 | $4.4T | 84 |
| Q4 2019 | Feb 14, 2020 | $6.1T | 86 |
| Q3 2019 | Nov 15, 2019 | $5.4T | 87 |
| Q2 2019 | Aug 14, 2019 | $5.4T | 88 |
| Q1 2019 | May 14, 2019 | $5.7T | 88 |
| Q4 2018 | Feb 13, 2019 | $4.9T | 90 |
| Q3 2018 | Nov 16, 2018 | $6.0T | 89 |
| Q2 2018 | Aug 15, 2018 | $5.4T | 85 |
| Q1 2018 | May 17, 2018 | $5.1T | 85 |
| Q4 2017 | Feb 15, 2018 | $5.1T | 88 |
| Q3 2017 | Nov 14, 2017 | $4.8T | 88 |
| Q2 2017 | Aug 16, 2017 | $4.8T | 86 |
| Q1 2017 | May 12, 2017 | $4.5T | 90 |
| Q4 2016 | Feb 13, 2017 | $4.4T | 88 |
| Q3 2016 | Nov 15, 2016 | $4.2T | 86 |
| Q2 2016 | Aug 12, 2016 | $4.0T | 88 |
| Q1 2016 | May 5, 2016 | $3.9T | 88 |
Fund Information
DISCIPLINED GROWTH INVESTORS INC /MN is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.2B across 61 holdings. The largest position is PURE STORAGE INC CL A (PSTG), representing 6.3% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.