DISCIPLINED GROWTH INVESTORS INC /MN Q1 2018 Filing
Filed May 17, 2018
Portfolio Value
$5.1T
Holdings
85
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 2,055,734 | $286.8B | 5.64% | |
| 2 | AFWALIGN TECHNOLOGY INC | 959,365 | $240.9B | 4.74% | |
| 3 | INTUINTUIT COM | 1,192,382 | $206.7B | 4.06% | |
| 4 | MIDDMIDDLEBY CORP COM | 1,587,485 | $196.5B | 3.86% | |
| 5 | TJXTJX COS INC NEW COM | 2,394,027 | $195.3B | 3.84% | |
| 6 | OTXOPEN TEXT CORP COM | 5,518,663 | $192.0B | 3.78% | |
| 7 | PLXSPLEXUS CORP COM | 2,932,468 | $175.2B | 3.44% | |
| 8 | ADSKAUTODESK INC COM | 1,370,604 | $172.1B | 3.38% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 401,381 | $165.7B | 3.26% | |
| 10 | STXSEAGATE TECHNOLOGY PLC SHS | 2,372,319 | $138.8B | 2.73% | |
| 11 | SL2SLEEP NUMBER CORPORATION | 3,600,887 | $126.6B | 2.49% | |
| 12 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,051,617 | $123.8B | 2.43% | |
| 13 | FDSFACTSET RESH SYS INC COM | 610,343 | $121.7B | 2.39% | |
| 14 | AKAMAKAMAI TECHNOLOGIES COM | 1,605,369 | $113.9B | 2.24% | |
| 15 | —PLANTRONICS INC NEW COM | 1,871,804 | $113.0B | 2.22% | |
| 16 | PRLBPROTO LABS INC COM | 926,150 | $108.9B | 2.14% | |
| 17 | UBNTEURUBIQUITI NETWORKS INC COM | 1,558,974 | $107.3B | 2.11% | |
| 18 | LSTRLANDSTAR SYS INC COM | 923,640 | $101.3B | 1.99% | |
| 19 | GNTXGENTEX CORP COM | 4,236,935 | $97.5B | 1.92% | |
| 20 | JBLUJETBLUE AIRWAYS CORP COM | 4,727,390 | $96.1B | 1.89% | |
| 21 | PWIPOWER INTEGRATIONS INC COM | 1,386,640 | $94.8B | 1.86% | |
| 22 | GRMNGARMIN LTD SHS | 1,591,838 | $93.8B | 1.84% | |
| 23 | VAREURVARIAN MED SYS INC COM | 754,668 | $92.6B | 1.82% | |
| 24 | RPREALPAGE INC COM | 1,772,226 | $91.3B | 1.79% | |
| 25 | MCHPMICROCHIP TECHNOLOGY INC COM | 932,298 | $85.2B | 1.67% | |
| 26 | VSATVIASAT INC COM | 1,121,048 | $73.7B | 1.45% | |
| 27 | LBEURL BRANDS INC COM | 1,924,458 | $73.5B | 1.45% | |
| 28 | JWNUSDNORDSTROM INC | 1,392,259 | $67.4B | 1.32% | |
| 29 | —STAMPS COM INC COM NEW | 326,810 | $65.7B | 1.29% | |
| 30 | QA4AGENTHERM INC COM | 1,846,737 | $62.7B | 1.23% | |
| 31 | GGGGRACO INC COM | 1,370,237 | $62.6B | 1.23% | |
| 32 | —MEDIDATA SOLUTIONS INC | 932,254 | $58.6B | 1.15% | |
| 33 | —ULTRA PETROLEUM CORP | 13,118,105 | $54.3B | 1.07% | |
| 34 | SWN1EURSOUTHWESTERN ENERGY CO COM | 12,487,570 | $54.1B | 1.06% | |
| 35 | AABAUSDALTABA INC COM | 678,502 | $50.2B | 0.99% | |
| 36 | ETDETHAN ALLEN INTERIORS INC COM | 2,188,651 | $50.2B | 0.99% | |
| 37 | CAKECHEESECAKE FACTORY INC COM | 988,514 | $47.7B | 0.94% | |
| 38 | FUODOLBY LABORATORIES INC COM | 721,599 | $45.9B | 0.90% | |
| 39 | SYNASYNAPTICS INC COM | 998,912 | $45.7B | 0.90% | |
| 40 | RLRALPH LAUREN CORP | 394,289 | $44.1B | 0.87% | |
| 41 | CGNXCOGNEX CORP COM | 802,038 | $41.7B | 0.82% | |
| 42 | —TCF FINANCIAL CORP | 1,779,509 | $40.6B | 0.80% | |
| 43 | —IHS MARKIT LTD | 832,701 | $40.2B | 0.79% | |
| 44 | TREXTREX CO INC COM | 368,112 | $40.0B | 0.79% | |
| 45 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,317,617 | $39.4B | 0.77% | |
| 46 | MYGNMYRIAD GENETICS INC COM | 1,321,171 | $39.0B | 0.77% | |
| 47 | MANHMANHATTAN ASSOCS INC COM | 904,178 | $37.9B | 0.74% | |
| 48 | PAYXPAYCHEX INC COM | 602,873 | $37.1B | 0.73% | |
| 49 | UAAUNDER ARMOUR INC CL A | 2,245,283 | $36.7B | 0.72% | |
| 50 | CLBCORE LABORATORIES N V COM | 334,531 | $36.2B | 0.71% | |
| 51 | URBNURBAN OUTFITTERS INC COM | 908,828 | $33.6B | 0.66% | |
| 52 | IRBTQIROBOT CORP COM | 376,283 | $24.2B | 0.47% | |
| 53 | CEVACEVA INC COM | 594,506 | $21.5B | 0.42% | |
| 54 | TRIPTRIPADVISOR INC | 481,378 | $19.7B | 0.39% | |
| 55 | —ULTIMATE SOFTWARE GROUP INC | 61,708 | $15.0B | 0.30% | |
| 56 | CSGPCOSTAR GROUP INC COM | 39,572 | $14.4B | 0.28% | |
| 57 | NLSUSDNAUTILUS INC COM | 1,018,930 | $13.7B | 0.27% | |
| 58 | MIXTMIX TELEMATICS LTD SPONSORED A | 812,251 | $12.6B | 0.25% | |
| 59 | —CAPELLA EDUCATION COMPANY | 138,476 | $12.1B | 0.24% | |
| 60 | CARAEURCARA THERAPEUTICS INC COM | 859,565 | $10.6B | 0.21% | |
| 61 | MTLSMATERIALISE NV SPONSORED ADS | 894,252 | $10.5B | 0.21% | |
| 62 | PROPROS HOLDINGS INC COM | 305,169 | $10.1B | 0.20% | |
| 63 | —FLOTEK INDS INC | 1,583,712 | $9.7B | 0.19% | |
| 64 | SPSCSPS COMM INC COM | 145,145 | $9.3B | 0.18% | |
| 65 | —BOTTOMLINE TECHNOLOGIES DELINC | 213,450 | $8.3B | 0.16% | |
| 66 | DLTHDULUTH HLDGS INC COM CL B | 431,068 | $8.1B | 0.16% | |
| 67 | —PANHANDLE OIL AND GAS INC | 358,773 | $6.9B | 0.14% | |
| 68 | SU6SURMODICS INC | 177,738 | $6.8B | 0.13% | |
| 69 | —CHANNELADVISOR CORP | 707,364 | $6.4B | 0.13% | |
| 70 | —LUMBER LIQUIDATORS HLDGS INC C | 257,522 | $6.2B | 0.12% | |
| 71 | ZM3ZUMIEZ INC COM | 242,891 | $5.8B | 0.11% | |
| 72 | MDXGMIMEDX GROUP INC COM | 713,706 | $5.0B | 0.10% | |
| 73 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 489,510 | $4.8B | 0.09% | |
| 74 | —VASCO DATA SECURITY INTL | 353,182 | $4.6B | 0.09% | |
| 75 | SCOR1EURCOMSCORE INC COM | 186,376 | $4.5B | 0.09% | |
| 76 | NUVAGBPNUVASIVE INC COM | 63,807 | $3.3B | 0.07% | |
| 77 | IWOISHARES TR RUSL 2000 GROW | 16,700 | $3.2B | 0.06% | |
| 78 | —AMBER RD INC COM | 342,070 | $3.0B | 0.06% | |
| 79 | SSYSSTRATASYS LTD SHS | 147,927 | $3.0B | 0.06% | |
| 80 | KRNTKORNIT DIGITAL LTD SHS | 176,242 | $2.3B | 0.04% | |
| 81 | CRREURCARBO CERAMICS INC COM | 241,404 | $1.8B | 0.03% | |
| 82 | —DESTINATION MATERNITY CORP | 617,347 | $1.6B | 0.03% | |
| 83 | —ONCOMED PHARMACEUTICALS | 309,217 | $983.0M | 0.02% | |
| 84 | EMREMERSON ELEC CO COM | 4,500 | $307.0M | 0.01% | |
| 85 | CVXCHEVRON CORP NEW COM | 1,950 | $222.0M | 0.00% |