DISCIPLINED GROWTH INVESTORS INC /MN Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$4.4T
Holdings
84
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TJXTJX COS INC NEW COM | 4,547,729 | $217.4B | 4.97% | |
| 2 | —STAMPS COM INC COM NEW | 1,383,657 | $180.0B | 4.11% | |
| 3 | UIUBIQUITI INC | 1,178,546 | $166.9B | 3.81% | |
| 4 | OTXOPEN TEXT CORP COM | 4,774,206 | $166.7B | 3.81% | |
| 5 | AFWALIGN TECHNOLOGY INC | 938,373 | $163.2B | 3.73% | |
| 6 | INTUINTUIT COM | 688,528 | $158.4B | 3.62% | |
| 7 | CTRACABOT OIL & GAS CORP | 9,122,197 | $156.8B | 3.58% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 311,962 | $154.5B | 3.53% | |
| 9 | PLXSPLEXUS CORP COM | 2,830,894 | $154.5B | 3.53% | |
| 10 | AKAMAKAMAI TECHNOLOGIES COM | 1,604,918 | $146.8B | 3.35% | |
| 11 | ADSKAUTODESK INC COM | 928,058 | $144.9B | 3.31% | |
| 12 | PWIPOWER INTEGRATIONS INC COM | 1,620,550 | $143.1B | 3.27% | |
| 13 | GRMNGARMIN LTD SHS | 1,580,411 | $118.5B | 2.71% | |
| 14 | GNTXGENTEX CORP COM | 5,318,439 | $117.9B | 2.69% | |
| 15 | RPREALPAGE INC COM | 2,021,634 | $107.0B | 2.44% | |
| 16 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,988,169 | $106.1B | 2.42% | |
| 17 | FUODOLBY LABORATORIES INC COM CL | 1,845,294 | $100.0B | 2.28% | |
| 18 | JBLUJETBLUE AWYS CORP COM | 10,743,505 | $96.2B | 2.20% | |
| 19 | CGNXCOGNEX CORP COM | 2,087,915 | $88.2B | 2.01% | |
| 20 | LSTRLANDSTAR SYS INC COM | 908,409 | $87.1B | 1.99% | |
| 21 | MIDDMIDDLEBY CORP COM | 1,508,100 | $85.8B | 1.96% | |
| 22 | FDSFACTSET RESH SYS INC COM | 320,860 | $83.6B | 1.91% | |
| 23 | VAREURVARIAN MED SYS INC COM | 735,784 | $75.5B | 1.73% | |
| 24 | PSTGPURE STORAGE INC CL A | 5,722,704 | $70.4B | 1.61% | |
| 25 | PRLBPROTO LABS INC COM | 904,128 | $68.8B | 1.57% | |
| 26 | SL2SLEEP NUMBER CORPORATION | 3,449,046 | $66.1B | 1.51% | |
| 27 | EWEDWARDS LIFESCIENCES CORP COM | 339,284 | $64.0B | 1.46% | |
| 28 | MANHMANHATTAN ASSOCS INC COM | 1,268,816 | $63.2B | 1.44% | |
| 29 | MCHPMICROCHIP TECHNOLOGY INC COM | 919,514 | $62.3B | 1.42% | |
| 30 | GGGGRACO INC COM | 1,223,290 | $59.6B | 1.36% | |
| 31 | QA4AGENTHERM INC COM | 1,757,722 | $55.2B | 1.26% | |
| 32 | VSATVIASAT INC COM | 1,527,184 | $54.9B | 1.25% | |
| 33 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,552,500 | $49.9B | 1.14% | |
| 34 | —IHS MARKIT LTD SHS | 779,547 | $46.8B | 1.07% | |
| 35 | SWN1EURSOUTHWESTERN ENERGY CO COM | 26,519,679 | $44.8B | 1.02% | |
| 36 | TREXTREX CO INC COM | 545,791 | $43.7B | 1.00% | |
| 37 | MYGNMYRIAD GENETICS INC COM | 3,029,345 | $43.4B | 0.99% | |
| 38 | UAAUNDER ARMOUR INC CL A | 4,451,435 | $41.0B | 0.94% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 362,163 | $39.9B | 0.91% | |
| 40 | DLXDELUXE CORP COM | 1,452,084 | $37.7B | 0.86% | |
| 41 | PAYXPAYCHEX INC COM | 581,882 | $36.6B | 0.84% | |
| 42 | SFIXSTITCH FIX INC COM CL A | 2,545,920 | $32.3B | 0.74% | |
| 43 | MSMMSC INDL DIRECT INC CL A | 554,849 | $30.5B | 0.70% | |
| 44 | ALRMALARM COM HLDGS INC COM | 770,860 | $30.0B | 0.69% | |
| 45 | JWNUSDNORDSTROM INC COM | 1,886,938 | $28.9B | 0.66% | |
| 46 | —PLANTRONICS INC NEW COM | 2,170,560 | $21.8B | 0.50% | |
| 47 | ANETEURARISTA NETWORKS INC COM | 99,346 | $20.1B | 0.46% | |
| 48 | URBNURBAN OUTFITTERS INC COM | 1,327,089 | $18.9B | 0.43% | |
| 49 | RLRALPH LAUREN CORP | 276,716 | $18.5B | 0.42% | |
| 50 | STRASTRATEGIC EDUCATION INC | 102,573 | $14.3B | 0.33% | |
| 51 | MTLSMATERIALISE NV SPONSORED ADS | 733,938 | $13.6B | 0.31% | |
| 52 | IRBTQIROBOT CORP COM | 330,967 | $13.5B | 0.31% | |
| 53 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,564,394 | $13.5B | 0.31% | |
| 54 | CEVACEVA INC COM | 511,009 | $12.7B | 0.29% | |
| 55 | SPSCSPS COMM INC COM | 250,745 | $11.7B | 0.27% | |
| 56 | TCFTCF FINANCIAL CORP NEW | 511,222 | $11.6B | 0.26% | |
| 57 | KRNTKORNIT DIGITAL LTD SHS | 459,880 | $11.4B | 0.26% | |
| 58 | CARAEURCARA THERAPEUTICS INC COM | 756,538 | $10.0B | 0.23% | |
| 59 | TRIPTRIPADVISOR INC | 471,099 | $8.2B | 0.19% | |
| 60 | CLBCORE LABORATORIES N V COM | 771,086 | $8.0B | 0.18% | |
| 61 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,704,489 | $7.7B | 0.18% | |
| 62 | —BOTTOMLINE TECHNOLOGIES DELINC | 180,763 | $6.6B | 0.15% | |
| 63 | CSGPCOSTAR GROUP INC COM | 10,648 | $6.3B | 0.14% | |
| 64 | —ACACIA COMMUNICATIONS INC | 90,908 | $6.1B | 0.14% | |
| 65 | OSPNONESPAN INC COM | 301,150 | $5.5B | 0.12% | |
| 66 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 840,517 | $5.4B | 0.12% | |
| 67 | PROPROS HOLDINGS INC COM | 172,195 | $5.3B | 0.12% | |
| 68 | SU6SURMODICS INC | 156,480 | $5.2B | 0.12% | |
| 69 | —CHANNELADVISOR CORP | 658,585 | $4.8B | 0.11% | |
| 70 | ZM3ZUMIEZ INC COM | 211,111 | $3.7B | 0.08% | |
| 71 | SRISTONERIDGE INC COM | 178,754 | $3.0B | 0.07% | |
| 72 | NUVAGBPNUVASIVE INC COM | 48,785 | $2.5B | 0.06% | |
| 73 | IWPISHARES TR RUS MD CP GR ETF | 20,308 | $2.5B | 0.06% | |
| 74 | CASA1EURCASA SYS INC COM | 653,964 | $2.3B | 0.05% | |
| 75 | NLSUSDNAUTILUS INC COM | 867,722 | $2.3B | 0.05% | |
| 76 | CAKECHEESECAKE FACTORY INC COM | 122,906 | $2.1B | 0.05% | |
| 77 | SSYSSTRATASYS LTD SHS | 124,928 | $2.0B | 0.05% | |
| 78 | DLTHDULUTH HLDGS INC COM CL B | 371,465 | $1.5B | 0.03% | |
| 79 | MDXGMIMEDX GROUP INC COM | 402,612 | $1.4B | 0.03% | |
| 80 | —FLOTEK INDS INC | 1,511,364 | $1.3B | 0.03% | |
| 81 | —ULTRA PETROLEUM CORP | 18,186,635 | $1.3B | 0.03% | |
| 82 | —PANHANDLE OIL AND GAS INC | 313,682 | $1.2B | 0.03% | |
| 83 | —LUMBER LIQUIDATORS HLDGS INC C | 186,335 | $874.0M | 0.02% | |
| 84 | EMREMERSON ELEC CO COM | 4,500 | $214.0M | 0.00% |