DISCIPLINED GROWTH INVESTORS INC /MN Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$4.1T
Holdings
80
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 697,382 | $191.4B | 4.64% | |
| 2 | —STAMPS COM INC COM NEW | 1,026,806 | $188.6B | 4.57% | |
| 3 | TJXTJX COS INC NEW COM | 3,148,634 | $159.2B | 3.86% | |
| 4 | ADSKAUTODESK INC COM | 639,325 | $152.9B | 3.70% | |
| 5 | INTUINTUIT COM | 514,944 | $152.5B | 3.69% | |
| 6 | OTXOPEN TEXT CORP COM | 3,547,041 | $150.7B | 3.65% | |
| 7 | PLXSPLEXUS CORP COM | 2,080,867 | $146.8B | 3.56% | |
| 8 | PWIPOWER INTEGRATIONS INC COM | 1,208,569 | $142.8B | 3.46% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 215,427 | $122.8B | 2.97% | |
| 10 | AKAMAKAMAI TECHNOLOGIES COM | 1,104,793 | $118.3B | 2.87% | |
| 11 | CTRACABOT OIL & GAS CORP | 6,525,501 | $112.1B | 2.72% | |
| 12 | GRMNGARMIN LTD SHS | 1,131,710 | $110.3B | 2.67% | |
| 13 | SL2SLEEP NUMBER CORPORATION | 2,647,325 | $110.2B | 2.67% | |
| 14 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,821,072 | $108.5B | 2.63% | |
| 15 | RPREALPAGE INC COM | 1,475,667 | $95.9B | 2.32% | |
| 16 | GNTXGENTEX CORP COM | 3,684,252 | $94.9B | 2.30% | |
| 17 | UIUBIQUITI INC | 501,330 | $87.5B | 2.12% | |
| 18 | MIDDMIDDLEBY CORP COM | 1,104,576 | $87.2B | 2.11% | |
| 19 | CGNXCOGNEX CORP COM | 1,448,077 | $86.5B | 2.09% | |
| 20 | JBLUJETBLUE AWYS CORP COM | 7,869,534 | $85.8B | 2.08% | |
| 21 | FUODOLBY LABORATORIES INC COM CL | 1,285,330 | $84.7B | 2.05% | |
| 22 | MANHMANHATTAN ASSOCS INC COM | 884,295 | $83.3B | 2.02% | |
| 23 | PRLBPROTO LABS INC COM | 664,774 | $74.8B | 1.81% | |
| 24 | PSTGPURE STORAGE INC CL A | 4,291,798 | $74.4B | 1.80% | |
| 25 | LSTRLANDSTAR SYS INC COM | 632,269 | $71.0B | 1.72% | |
| 26 | MCHPMICROCHIP TECHNOLOGY INC COM | 637,573 | $67.1B | 1.63% | |
| 27 | VAREURVARIAN MED SYS INC COM | 508,149 | $62.3B | 1.51% | |
| 28 | SWN1EURSOUTHWESTERN ENERGY CO COM | 23,182,763 | $59.3B | 1.44% | |
| 29 | FDSFACTSET RESH SYS INC COM | 175,167 | $57.5B | 1.39% | |
| 30 | QA4AGENTHERM INC COM | 1,398,629 | $54.4B | 1.32% | |
| 31 | RCLROYAL CARIBBEAN GROUP | 1,079,506 | $54.3B | 1.32% | |
| 32 | SFIXSTITCH FIX INC COM CL A | 2,085,763 | $52.0B | 1.26% | |
| 33 | STRASTRATEGIC EDUCATION INC | 327,202 | $50.3B | 1.22% | |
| 34 | EWEDWARDS LIFESCIENCES CORP COM | 711,916 | $49.2B | 1.19% | |
| 35 | TREXTREX CO INC COM | 342,204 | $44.5B | 1.08% | |
| 36 | VSATVIASAT INC COM | 1,103,013 | $42.3B | 1.02% | |
| 37 | —IHS MARKIT LTD SHS | 554,709 | $41.9B | 1.01% | |
| 38 | GGGGRACO INC COM | 870,226 | $41.8B | 1.01% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 249,572 | $40.0B | 0.97% | |
| 40 | ALRMALARM COM HLDGS INC COM | 588,580 | $38.1B | 0.92% | |
| 41 | PAYXPAYCHEX INC COM | 402,877 | $30.5B | 0.74% | |
| 42 | UAAUNDER ARMOUR INC CL A | 3,106,899 | $30.3B | 0.73% | |
| 43 | MSMMSC INDL DIRECT INC CL A | 377,345 | $27.5B | 0.67% | |
| 44 | IRBTQIROBOT CORP COM | 319,991 | $26.8B | 0.65% | |
| 45 | JWNUSDNORDSTROM INC COM | 1,719,760 | $26.6B | 0.65% | |
| 46 | MYGNMYRIAD GENETICS INC COM | 2,194,204 | $24.9B | 0.60% | |
| 47 | DLXDELUXE CORP COM | 1,001,952 | $23.6B | 0.57% | |
| 48 | —PLANTRONICS INC NEW COM | 1,593,566 | $23.4B | 0.57% | |
| 49 | KRNTKORNIT DIGITAL LTD SHS | 391,689 | $20.9B | 0.51% | |
| 50 | CEVACEVA INC COM | 489,861 | $18.3B | 0.44% | |
| 51 | SPSCSPS COMM INC COM | 242,136 | $18.2B | 0.44% | |
| 52 | —CHANNELADVISOR CORP | 1,123,497 | $17.8B | 0.43% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 699,649 | $15.8B | 0.38% | |
| 54 | ANETEURARISTA NETWORKS INC COM | 69,371 | $14.6B | 0.35% | |
| 55 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,660,450 | $14.3B | 0.35% | |
| 56 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 2,117,817 | $14.2B | 0.34% | |
| 57 | URBNURBAN OUTFITTERS INC COM | 885,560 | $13.5B | 0.33% | |
| 58 | CARAEURCARA THERAPEUTICS INC COM | 732,347 | $12.5B | 0.30% | |
| 59 | CLBCORE LABORATORIES N V COM | 527,484 | $10.7B | 0.26% | |
| 60 | TCFTCF FINANCIAL CORP NEW | 361,200 | $10.6B | 0.26% | |
| 61 | —BOTTOMLINE TECHNOLOGIES DELINC | 176,270 | $8.9B | 0.22% | |
| 62 | OSPNONESPAN INC COM | 292,075 | $8.2B | 0.20% | |
| 63 | PROPROS HOLDINGS INC COM | 168,225 | $7.5B | 0.18% | |
| 64 | CSGPCOSTAR GROUP INC COM | 10,174 | $7.2B | 0.18% | |
| 65 | NLSUSDNAUTILUS INC COM | 746,228 | $6.9B | 0.17% | |
| 66 | SU6SURMODICS INC | 151,982 | $6.6B | 0.16% | |
| 67 | TRIPTRIPADVISOR INC | 320,933 | $6.1B | 0.15% | |
| 68 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 792,179 | $6.0B | 0.14% | |
| 69 | ZM3ZUMIEZ INC COM | 205,716 | $5.6B | 0.14% | |
| 70 | —ACACIA COMMUNICATIONS INC | 66,696 | $4.5B | 0.11% | |
| 71 | SRISTONERIDGE INC COM | 173,948 | $3.6B | 0.09% | |
| 72 | DLTHDULUTH HLDGS INC COM CL B | 360,420 | $2.7B | 0.06% | |
| 73 | NUVAGBPNUVASIVE INC COM | 46,455 | $2.6B | 0.06% | |
| 74 | CASA1EURCASA SYS INC COM | 525,147 | $2.2B | 0.05% | |
| 75 | MDXGMIMEDX GROUP INC COM | 389,042 | $2.1B | 0.05% | |
| 76 | SSYSSTRATASYS LTD SHS | 121,595 | $1.9B | 0.05% | |
| 77 | —FLOTEK INDS INC | 1,469,947 | $1.8B | 0.04% | |
| 78 | —PANHANDLE OIL AND GAS INC | 302,916 | $812.0M | 0.02% | |
| 79 | —LUMBER LIQUIDATORS HLDGS INC C | 37,717 | $523.0M | 0.01% | |
| 80 | EMREMERSON ELEC CO COM | 4,500 | $279.0M | 0.01% |