DISCIPLINED GROWTH INVESTORS INC /MN Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$5.7T
Holdings
88
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 1,853,832 | $354.7B | 6.22% | |
| 2 | AFWALIGN TECHNOLOGY INC | 957,190 | $272.2B | 4.77% | |
| 3 | INTUINTUIT COM | 1,013,233 | $264.9B | 4.64% | |
| 4 | TJXTJX COS INC NEW COM | 4,746,025 | $252.5B | 4.43% | |
| 5 | UBNTEURUBIQUITI NETWORKS INC COM | 1,541,214 | $230.7B | 4.05% | |
| 6 | ISRGINTUITIVE SURGICAL INC | 366,928 | $209.4B | 3.67% | |
| 7 | MIDDMIDDLEBY CORP COM | 1,577,661 | $205.1B | 3.60% | |
| 8 | OTXOPEN TEXT CORP COM | 5,088,370 | $195.5B | 3.43% | |
| 9 | PLXSPLEXUS CORP COM | 2,914,947 | $177.7B | 3.11% | |
| 10 | SL2SLEEP NUMBER CORPORATION | 3,581,571 | $168.3B | 2.95% | |
| 11 | FDSFACTSET RESH SYS INC COM | 602,386 | $149.6B | 2.62% | |
| 12 | ADSKAUTODESK INC COM | 949,372 | $147.9B | 2.59% | |
| 13 | GRMNGARMIN LTD SHS | 1,585,678 | $136.9B | 2.40% | |
| 14 | RPREALPAGE INC COM | 2,088,849 | $126.8B | 2.22% | |
| 15 | PWIPOWER INTEGRATIONS INC COM | 1,757,709 | $122.9B | 2.16% | |
| 16 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,047,651 | $120.1B | 2.11% | |
| 17 | AKAMAKAMAI TECHNOLOGIES COM | 1,627,733 | $116.7B | 2.05% | |
| 18 | VAREURVARIAN MED SYS INC COM | 745,296 | $105.6B | 1.85% | |
| 19 | LSTRLANDSTAR SYS INC COM | 926,343 | $101.3B | 1.78% | |
| 20 | VSATVIASAT INC COM | 1,276,634 | $98.9B | 1.73% | |
| 21 | PRLBPROTO LABS INC COM | 920,063 | $96.7B | 1.70% | |
| 22 | MYGNMYRIAD GENETICS INC COM | 2,852,064 | $94.7B | 1.66% | |
| 23 | FUODOLBY LABORATORIES INC COM | 1,462,005 | $92.1B | 1.61% | |
| 24 | —PLANTRONICS INC NEW COM | 1,984,491 | $91.5B | 1.60% | |
| 25 | GNTXGENTEX CORP COM | 4,264,256 | $88.2B | 1.55% | |
| 26 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,905,601 | $82.5B | 1.45% | |
| 27 | —MEDIDATA SOLUTIONS INC | 1,118,599 | $81.9B | 1.44% | |
| 28 | MCHPMICROCHIP TECHNOLOGY INC COM | 955,176 | $79.2B | 1.39% | |
| 29 | JBLUJETBLUE AIRWAYS CORP COM | 4,818,296 | $78.8B | 1.38% | |
| 30 | SWN1EURSOUTHWESTERN ENERGY CO COM | 14,869,682 | $69.7B | 1.22% | |
| 31 | QA4AGENTHERM INC COM | 1,851,248 | $68.2B | 1.20% | |
| 32 | GGGGRACO INC COM | 1,364,646 | $67.6B | 1.18% | |
| 33 | JWNUSDNORDSTROM INC | 1,410,084 | $62.6B | 1.10% | |
| 34 | —STAMPS COM INC COM NEW | 713,463 | $58.1B | 1.02% | |
| 35 | IPGPIPG PHOTONICS CORP COM | 361,096 | $54.8B | 0.96% | |
| 36 | LBEURL BRANDS INC COM | 1,953,421 | $53.9B | 0.94% | |
| 37 | CGNXCOGNEX CORP COM | 1,038,069 | $52.8B | 0.93% | |
| 38 | RLRALPH LAUREN CORP | 395,974 | $51.4B | 0.90% | |
| 39 | MANHMANHATTAN ASSOCS INC COM | 905,287 | $49.9B | 0.87% | |
| 40 | CAKECHEESECAKE FACTORY INC COM | 986,951 | $48.3B | 0.85% | |
| 41 | UAAUNDER ARMOUR INC CL A | 2,260,719 | $47.8B | 0.84% | |
| 42 | PAYXPAYCHEX INC COM | 595,136 | $47.7B | 0.84% | |
| 43 | MSMMSC INDL DIRECT INC CL A | 549,583 | $45.5B | 0.80% | |
| 44 | —IHS MARKIT LTD | 829,907 | $45.1B | 0.79% | |
| 45 | IRBTQIROBOT CORP COM | 371,940 | $43.8B | 0.77% | |
| 46 | TREXTREX CO INC COM | 664,161 | $40.9B | 0.72% | |
| 47 | —TCF FINANCIAL CORP | 1,769,567 | $36.6B | 0.64% | |
| 48 | STXSEAGATE TECHNOLOGY PLC SHS | 644,559 | $30.9B | 0.54% | |
| 49 | URBNURBAN OUTFITTERS INC COM | 940,227 | $27.9B | 0.49% | |
| 50 | TRIPTRIPADVISOR INC | 490,524 | $25.2B | 0.44% | |
| 51 | CLBCORE LABORATORIES N V COM | 338,367 | $23.3B | 0.41% | |
| 52 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,095,835 | $18.3B | 0.32% | |
| 53 | CARAEURCARA THERAPEUTICS INC COM | 852,892 | $16.7B | 0.29% | |
| 54 | CEVACEVA INC COM | 583,745 | $15.7B | 0.28% | |
| 55 | STRASTRATEGIC EDUCATION INC | 118,941 | $15.6B | 0.27% | |
| 56 | SPSCSPS COMM INC COM | 143,151 | $15.2B | 0.27% | |
| 57 | —ATTUNITY LTD SHS NEW | 579,751 | $13.6B | 0.24% | |
| 58 | MTLSMATERIALISE NV SPONSORED ADS | 850,964 | $13.4B | 0.23% | |
| 59 | PROPROS HOLDINGS INC COM | 300,890 | $12.7B | 0.22% | |
| 60 | —ULTIMATE SOFTWARE GROUP INC | 36,262 | $12.0B | 0.21% | |
| 61 | SYNASYNAPTICS INC COM | 300,052 | $11.9B | 0.21% | |
| 62 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 896,404 | $11.6B | 0.20% | |
| 63 | —BOTTOMLINE TECHNOLOGIES DELINC | 207,464 | $10.4B | 0.18% | |
| 64 | DLTHDULUTH HLDGS INC COM CL B | 426,158 | $10.2B | 0.18% | |
| 65 | —ULTRA PETROLEUM CORP | 16,600,294 | $10.1B | 0.18% | |
| 66 | CSGPCOSTAR GROUP INC COM | 21,050 | $9.8B | 0.17% | |
| 67 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,149,935 | $9.6B | 0.17% | |
| 68 | —AMBER RD INC COM | 1,096,600 | $9.5B | 0.17% | |
| 69 | SFIXSTITCH FIX INC COM CL A | 328,420 | $9.3B | 0.16% | |
| 70 | —ACACIA COMMUNICATIONS INC | 149,371 | $8.6B | 0.15% | |
| 71 | —CHANNELADVISOR CORP | 698,585 | $8.5B | 0.15% | |
| 72 | SU6SURMODICS INC | 174,360 | $7.6B | 0.13% | |
| 73 | OSPNONESPAN INC COM | 343,094 | $6.6B | 0.12% | |
| 74 | ZM3ZUMIEZ INC COM | 238,532 | $5.9B | 0.10% | |
| 75 | NLSUSDNAUTILUS INC COM | 1,022,592 | $5.7B | 0.10% | |
| 76 | —PANHANDLE OIL AND GAS INC | 356,732 | $5.6B | 0.10% | |
| 77 | —FLOTEK INDS INC | 1,557,740 | $5.0B | 0.09% | |
| 78 | CASA1EURCASA SYS INC COM | 600,531 | $5.0B | 0.09% | |
| 79 | —DESTINATION MATERNITY CORP | 1,982,821 | $4.3B | 0.08% | |
| 80 | KRNTKORNIT DIGITAL LTD SHS | 160,607 | $3.8B | 0.07% | |
| 81 | AABAUSDALTABA INC COM | 50,675 | $3.8B | 0.07% | |
| 82 | NUVAGBPNUVASIVE INC COM | 61,566 | $3.5B | 0.06% | |
| 83 | SSYSSTRATASYS LTD SHS | 145,615 | $3.5B | 0.06% | |
| 84 | —LUMBER LIQUIDATORS HLDGS INC C | 219,805 | $2.2B | 0.04% | |
| 85 | MDXGMIMEDX GROUP INC COM | 483,173 | $1.7B | 0.03% | |
| 86 | CRREURCARBO CERAMICS INC COM | 238,317 | $834.0M | 0.01% | |
| 87 | EMREMERSON ELEC CO COM | 4,500 | $308.0M | 0.01% | |
| 88 | CVXCHEVRON CORP NEW COM | 1,950 | $240.0M | 0.00% |