DISCIPLINED GROWTH INVESTORS INC /MN Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$3.7T
Holdings
75
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,552,205 | $183.7B | 4.94% | |
| 2 | PLXSPLEXUS CORP COM | 2,294,623 | $180.1B | 4.84% | |
| 3 | SWN1EURSOUTHWESTERN ENERGY CO COM | 27,613,927 | $172.6B | 4.64% | |
| 4 | AKAMAKAMAI TECHNOLOGIES COM | 1,618,734 | $147.8B | 3.98% | |
| 5 | CTRACOTERRA ENERGY INC | 5,706,604 | $147.2B | 3.96% | |
| 6 | GRMNGARMIN LTD SHS | 1,421,944 | $139.7B | 3.76% | |
| 7 | PWIPOWER INTEGRATIONS INC COM | 1,838,135 | $137.9B | 3.71% | |
| 8 | GNTXGENTEX CORP COM | 4,876,274 | $136.4B | 3.67% | |
| 9 | PSTGPURE STORAGE INC CL A | 5,128,528 | $131.9B | 3.55% | |
| 10 | AFWALIGN TECHNOLOGY INC | 510,282 | $120.8B | 3.25% | |
| 11 | MCHPMICROCHIP TECHNOLOGY INC COM | 2,077,201 | $120.6B | 3.24% | |
| 12 | ALRMALARM COM HLDGS INC COM | 1,930,313 | $119.4B | 3.21% | |
| 13 | INTUINTUIT COM | 305,417 | $117.7B | 3.17% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,620,572 | $116.0B | 3.12% | |
| 15 | VSATVIASAT INC COM | 2,947,730 | $90.3B | 2.43% | |
| 16 | PRLBPROTO LABS INC COM | 1,876,946 | $89.8B | 2.42% | |
| 17 | OTXOPEN TEXT CORP COM | 2,309,683 | $87.4B | 2.35% | |
| 18 | SNASNAP ON INC COM | 431,354 | $85.0B | 2.29% | |
| 19 | ADSKAUTODESK INC COM | 466,003 | $80.1B | 2.16% | |
| 20 | LSTRLANDSTAR SYS INC COM | 523,949 | $76.2B | 2.05% | |
| 21 | CGNXCOGNEX CORP COM | 1,775,819 | $75.5B | 2.03% | |
| 22 | QA4AGENTHERM INC COM | 1,191,940 | $74.4B | 2.00% | |
| 23 | ANETEURARISTA NETWORKS INC COM | 785,105 | $73.6B | 1.98% | |
| 24 | TJXTJX COS INC NEW COM | 1,308,983 | $73.1B | 1.97% | |
| 25 | ISRGINTUITIVE SURGICAL INC | 338,960 | $68.0B | 1.83% | |
| 26 | SL2SLEEP NUMBER CORPORATION | 2,143,198 | $66.3B | 1.78% | |
| 27 | STRASTRATEGIC EDUCATION INC | 765,196 | $54.0B | 1.45% | |
| 28 | UAAUNDER ARMOUR INC CL A | 5,956,408 | $49.6B | 1.33% | |
| 29 | LGIHLGI HOMES INC COM | 570,672 | $49.6B | 1.33% | |
| 30 | IDIINTERDIGITAL INC | 797,366 | $48.5B | 1.30% | |
| 31 | PAYXPAYCHEX INC COM | 376,588 | $42.9B | 1.15% | |
| 32 | GGGGRACO INC COM | 674,354 | $40.1B | 1.08% | |
| 33 | MYGNMYRIAD GENETICS INC COM | 1,900,787 | $34.5B | 0.93% | |
| 34 | JWNUSDNORDSTROM INC COM | 1,622,477 | $34.3B | 0.92% | |
| 35 | RCLROYAL CARIBBEAN GROUP | 896,918 | $31.3B | 0.84% | |
| 36 | SMTCSEMTECH CORP COM | 556,123 | $30.6B | 0.82% | |
| 37 | —PLANTRONICS INC NEW COM | 765,818 | $30.4B | 0.82% | |
| 38 | JBLUJETBLUE AWYS CORP COM | 3,232,639 | $27.1B | 0.73% | |
| 39 | MSMMSC INDL DIRECT INC CL A | 331,482 | $24.9B | 0.67% | |
| 40 | TREXTREX CO INC COM | 438,066 | $23.8B | 0.64% | |
| 41 | SPSCSPS COMM INC COM | 201,368 | $22.8B | 0.61% | |
| 42 | IPGPIPG PHOTONICS CORP COM | 209,565 | $19.7B | 0.53% | |
| 43 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,418,431 | $19.7B | 0.53% | |
| 44 | DLXDELUXE CORP COM | 847,101 | $18.4B | 0.49% | |
| 45 | SFIXSTITCH FIX INC COM CL A | 3,607,509 | $17.8B | 0.48% | |
| 46 | CLBCORE LABORATORIES N V COM | 861,213 | $17.1B | 0.46% | |
| 47 | TTWOTAKE-TWO INTERACTIVE | 134,781 | $16.5B | 0.44% | |
| 48 | CARAEURCARA THERAPEUTICS INC COM | 1,698,822 | $15.5B | 0.42% | |
| 49 | SU6SURMODICS INC | 407,539 | $15.2B | 0.41% | |
| 50 | —CHANNELADVISOR CORP | 1,016,432 | $14.8B | 0.40% | |
| 51 | CEVACEVA INC COM | 430,523 | $14.4B | 0.39% | |
| 52 | IRBTQIROBOT CORP COM | 347,812 | $12.8B | 0.34% | |
| 53 | VZIOEURVIZIO HOLDING | 1,491,813 | $10.2B | 0.27% | |
| 54 | DLTHDULUTH HLDGS INC COM CL B | 1,026,068 | $9.8B | 0.26% | |
| 55 | MLKNMILLERKNOLL INC | 315,645 | $8.3B | 0.22% | |
| 56 | PINGUSDPING IDENTITY HOLDING | 444,974 | $8.1B | 0.22% | |
| 57 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,509,294 | $7.2B | 0.19% | |
| 58 | —EGAIN CORPORATION | 680,928 | $6.6B | 0.18% | |
| 59 | KRNTKORNIT DIGITAL LTD SHS | 157,509 | $5.0B | 0.13% | |
| 60 | ZM3ZUMIEZ INC COM | 185,034 | $4.8B | 0.13% | |
| 61 | PROPROS HOLDINGS INC COM | 148,129 | $3.9B | 0.10% | |
| 62 | SRISTONERIDGE INC COM | 221,566 | $3.8B | 0.10% | |
| 63 | EVBGEUREVERBRIDGE INC COM | 112,696 | $3.1B | 0.08% | |
| 64 | CASA1EURCASA SYS INC COM | 497,479 | $2.0B | 0.05% | |
| 65 | CHRSCOHERUS BIOSCIENCES INC COM | 246,021 | $1.8B | 0.05% | |
| 66 | SSYSSTRATASYS LTD SHS | 64,755 | $1.2B | 0.03% | |
| 67 | MDXGMIMEDX GROUP | 332,078 | $1.2B | 0.03% | |
| 68 | MSFTMICROSOFT CORP COM | 3,037 | $780.0M | 0.02% | |
| 69 | —FLOTEK INDUSTRIES INC | 763,295 | $757.0M | 0.02% | |
| 70 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 810,646 | $705.0M | 0.02% | |
| 71 | AAPLAPPLE INC COM | 2,196 | $300.0M | 0.01% | |
| 72 | CVXCHEVRON CORP NEW COM | 1,775 | $257.0M | 0.01% | |
| 73 | VMWEURVMWARE INC CL A COM | 2,233 | $255.0M | 0.01% | |
| 74 | CMCSACOMCAST CORP NEW CL A | 5,120 | $201.0M | 0.01% | |
| 75 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $133.0M | 0.00% |