DISCIPLINED GROWTH INVESTORS INC /MN Q2 2017 Filing
Filed August 16, 2017
Portfolio Value
$4.8T
Holdings
86
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 2,123,969 | $251.1B | 5.24% | |
| 2 | MIDDMIDDLEBY CORP COM | 1,659,379 | $201.6B | 4.21% | |
| 3 | OTXOPEN TEXT CORP COM | 5,890,870 | $185.8B | 3.88% | |
| 4 | TJXTJX COS INC NEW COM | 2,484,861 | $179.3B | 3.74% | |
| 5 | INTUINTUIT COM | 1,309,250 | $173.9B | 3.63% | |
| 6 | AFWALIGN TECHNOLOGY INC | 1,109,867 | $166.6B | 3.48% | |
| 7 | ADSKAUTODESK INC COM | 1,625,563 | $163.9B | 3.42% | |
| 8 | PLXSPLEXUS CORP COM | 3,038,867 | $159.8B | 3.33% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 143,582 | $134.3B | 2.80% | |
| 10 | —SELECT COMFORT CORP | 3,728,064 | $132.3B | 2.76% | |
| 11 | AABAUSDALTABA INC COM | 2,355,692 | $128.3B | 2.68% | |
| 12 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,077,292 | $117.7B | 2.45% | |
| 13 | —ULTRA PETROLEUM CORP | 1,066,918 | $114.8B | 2.39% | |
| 14 | LBEURL BRANDS INC COM | 1,981,735 | $106.8B | 2.23% | |
| 15 | FDSFACTSET RESH SYS INC COM | 629,613 | $104.6B | 2.18% | |
| 16 | —PLANTRONICS INC NEW COM | 1,940,864 | $101.5B | 2.12% | |
| 17 | STXSEAGATE TECHNOLOGY PLC SHS | 2,445,795 | $94.8B | 1.98% | |
| 18 | JBLUJETBLUE AIRWAYS CORP COM | 3,961,121 | $90.4B | 1.89% | |
| 19 | PWIPOWER INTEGRATIONS INC COM | 1,234,687 | $90.0B | 1.88% | |
| 20 | UBNTEURUBIQUITI NETWORKS INC COM | 1,616,027 | $84.0B | 1.75% | |
| 21 | GRMNGARMIN LTD SHS | 1,634,576 | $83.4B | 1.74% | |
| 22 | GNTXGENTEX CORP COM | 4,341,788 | $82.4B | 1.72% | |
| 23 | AKAMAKAMAI TECHNOLOGIES COM | 1,645,925 | $82.0B | 1.71% | |
| 24 | LSTRLANDSTAR SYS INC COM | 949,419 | $81.3B | 1.70% | |
| 25 | VAREURVARIAN MED SYS INC COM | 780,251 | $80.5B | 1.68% | |
| 26 | VSATVIASAT INC COM | 1,148,694 | $76.0B | 1.59% | |
| 27 | MCHPMICROCHIP TECHNOLOGY INC COM | 954,660 | $73.7B | 1.54% | |
| 28 | ETDETHAN ALLEN INTERIORS INC COM | 2,266,066 | $73.2B | 1.53% | |
| 29 | QA4AGENTHERM INC COM | 1,885,661 | $73.2B | 1.53% | |
| 30 | CGNXCOGNEX CORP COM | 802,275 | $68.1B | 1.42% | |
| 31 | RPREALPAGE INC COM | 1,886,822 | $67.8B | 1.41% | |
| 32 | PRLBPROTO LABS INC COM | 965,215 | $64.9B | 1.35% | |
| 33 | —CABELAS INC COM | 1,073,194 | $63.8B | 1.33% | |
| 34 | —STAMPS COM INC COM NEW | 395,447 | $61.2B | 1.28% | |
| 35 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,376,505 | $58.6B | 1.22% | |
| 36 | —MEDIDATA SOLUTIONS INC | 748,149 | $58.5B | 1.22% | |
| 37 | —GIGAMON INC | 1,340,215 | $52.7B | 1.10% | |
| 38 | SYNASYNAPTICS INC COM | 1,011,592 | $52.3B | 1.09% | |
| 39 | GGGGRACO INC COM | 470,046 | $51.4B | 1.07% | |
| 40 | CAKECHEESECAKE FACTORY INC COM | 1,017,927 | $51.2B | 1.07% | |
| 41 | JWNUSDNORDSTROM INC | 893,200 | $42.7B | 0.89% | |
| 42 | SWN1EURSOUTHWESTERN ENERGY CO COM | 6,840,087 | $41.6B | 0.87% | |
| 43 | —IHS MARKIT LTD | 853,270 | $37.6B | 0.78% | |
| 44 | FUODOLBY LABORATORIES INC COM | 749,795 | $36.7B | 0.77% | |
| 45 | PAYXPAYCHEX INC COM | 630,196 | $35.9B | 0.75% | |
| 46 | MYGNMYRIAD GENETICS INC COM | 1,361,532 | $35.2B | 0.73% | |
| 47 | CLBCORE LABORATORIES N V COM | 342,122 | $34.6B | 0.72% | |
| 48 | IRBTQIROBOT CORP COM | 383,531 | $32.3B | 0.67% | |
| 49 | RLRALPH LAUREN CORP | 411,610 | $30.4B | 0.63% | |
| 50 | —TCF FINANCIAL CORP | 1,831,692 | $29.2B | 0.61% | |
| 51 | CEVACEVA INC COM | 640,978 | $29.1B | 0.61% | |
| 52 | TREXTREX CO INC COM | 394,242 | $26.7B | 0.56% | |
| 53 | NLSUSDNAUTILUS INC COM | 1,038,739 | $19.9B | 0.41% | |
| 54 | TRIPTRIPADVISOR INC | 482,352 | $18.4B | 0.38% | |
| 55 | URBNURBAN OUTFITTERS INC COM | 930,015 | $17.2B | 0.36% | |
| 56 | —ULTIMATE SOFTWARE GROUP INC | 65,851 | $13.8B | 0.29% | |
| 57 | CARAEURCARA THERAPEUTICS INC COM | 876,075 | $13.5B | 0.28% | |
| 58 | —CAPELLA EDUCATION COMPANY | 146,951 | $12.6B | 0.26% | |
| 59 | MTLSMATERIALISE NV SPONSORED ADS | 953,996 | $11.3B | 0.24% | |
| 60 | CSGPCOSTAR GROUP INC COM | 42,295 | $11.1B | 0.23% | |
| 61 | MDXGMIMEDX GROUP INC COM | 726,225 | $10.9B | 0.23% | |
| 62 | VREXVAREX IMAGING | 320,881 | $10.8B | 0.23% | |
| 63 | SPSCSPS COMM INC COM | 148,725 | $9.5B | 0.20% | |
| 64 | PROPROS HOLDINGS INC COM | 324,900 | $8.9B | 0.19% | |
| 65 | —PANHANDLE OIL AND GAS INC | 364,612 | $8.4B | 0.18% | |
| 66 | —CHANNELADVISOR CORP | 639,982 | $7.4B | 0.15% | |
| 67 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 504,000 | $7.0B | 0.15% | |
| 68 | —LUMBER LIQUIDATORS HLDGS INC C | 263,891 | $6.6B | 0.14% | |
| 69 | —BOTTOMLINE TECHNOLOGIES DELINC | 230,057 | $5.9B | 0.12% | |
| 70 | —VASCO DATA SECURITY INTL | 381,489 | $5.5B | 0.11% | |
| 71 | NUVAGBPNUVASIVE INC COM | 70,657 | $5.4B | 0.11% | |
| 72 | SU6SURMODICS INC | 190,355 | $5.4B | 0.11% | |
| 73 | SCOR1EURCOMSCORE INC COM | 200,204 | $5.3B | 0.11% | |
| 74 | —SPECTRANETICS CORP | 117,341 | $4.5B | 0.09% | |
| 75 | KRNTKORNIT DIGITAL LTD SHS | 199,871 | $3.9B | 0.08% | |
| 76 | SSYSSTRATASYS LTD SHS | 154,238 | $3.6B | 0.07% | |
| 77 | IWOISHARES TR RUSL 2000 GROW | 19,400 | $3.3B | 0.07% | |
| 78 | —KEY TECHNOLOGY INC COM | 237,957 | $3.3B | 0.07% | |
| 79 | ZM3ZUMIEZ INC COM | 259,975 | $3.2B | 0.07% | |
| 80 | —DESTINATION MATERNITY CORP | 655,029 | $2.1B | 0.04% | |
| 81 | —AMBER RD INC COM | 229,155 | $2.0B | 0.04% | |
| 82 | CRREURCARBO CERAMICS INC COM | 254,075 | $1.7B | 0.04% | |
| 83 | —ONCOMED PHARMACEUTICALS | 329,100 | $1.1B | 0.02% | |
| 84 | EMREMERSON ELEC CO COM | 4,500 | $268.0M | 0.01% | |
| 85 | —NESTLE SA | 2,700 | $235.0M | 0.00% | |
| 86 | CVXCHEVRON CORP NEW COM | 1,950 | $203.0M | 0.00% |