DISCIPLINED GROWTH INVESTORS INC /MN Q2 2024 Filing
Filed August 15, 2024
Portfolio Value
$5311.3T
Holdings
66
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 1,012,405 | $829.5T | 15.62% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,506,659 | $353.6T | 6.66% | |
| 3 | GRMNGARMIN LTD SHS | 1,352,359 | $220.3T | 4.15% | |
| 4 | PLXSPLEXUS CORP COM | 2,109,047 | $217.6T | 4.10% | |
| 5 | ANETEURARISTA NETWORKS INC COM | 603,236 | $211.4T | 3.98% | |
| 6 | SWN1EURSOUTHWESTERN ENERGY CO COM | 30,664,072 | $206.4T | 3.89% | |
| 7 | ALRMALARM COM HLDGS INC COM | 2,710,998 | $172.3T | 3.24% | |
| 8 | AFWALIGN TECHNOLOGY INC | 707,542 | $170.8T | 3.22% | |
| 9 | CGNXCOGNEX CORP COM | 3,445,894 | $161.1T | 3.03% | |
| 10 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,740,382 | $159.2T | 3.00% | |
| 11 | GNTXGENTEX CORP COM | 4,259,831 | $143.6T | 2.70% | |
| 12 | PWIPOWER INTEGRATIONS INC COM | 2,030,902 | $142.5T | 2.68% | |
| 13 | CTRACOTERRA ENERGY INC COM | 5,063,920 | $135.1T | 2.54% | |
| 14 | INTUINTUIT COM | 195,165 | $128.3T | 2.41% | |
| 15 | IDIINTERDIGITAL INC COM | 1,092,927 | $127.4T | 2.40% | |
| 16 | AKAMAKAMAI TECHNOLOGIES COM | 1,411,028 | $127.1T | 2.39% | |
| 17 | FNDFLOOR & DECOR HLDGS INC CL A | 1,123,830 | $111.7T | 2.10% | |
| 18 | FUODOLBY LABORATORIES INC COM CL | 1,402,623 | $111.1T | 2.09% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 247,347 | $110.0T | 2.07% | |
| 20 | SNASNAP ON INC COM | 365,040 | $95.4T | 1.80% | |
| 21 | RCLROYAL CARIBBEAN GROUP | 578,032 | $92.2T | 1.74% | |
| 22 | CLBCORE LABORATORIES INC | 4,460,720 | $90.5T | 1.70% | |
| 23 | ADSKAUTODESK INC COM | 348,220 | $86.2T | 1.62% | |
| 24 | LGIHLGI HOMES INC COM | 906,198 | $81.1T | 1.53% | |
| 25 | SMTCSEMTECH CORP COM | 2,494,985 | $74.6T | 1.40% | |
| 26 | PRLBPROTO LABS INC COM | 1,946,349 | $60.1T | 1.13% | |
| 27 | LSTRLANDSTAR SYS INC COM | 317,546 | $58.6T | 1.10% | |
| 28 | QA4AGENTHERM INC COM | 1,146,620 | $56.6T | 1.06% | |
| 29 | MYGNMYRIAD GENETICS INC COM | 2,087,328 | $51.1T | 0.96% | |
| 30 | STRASTRATEGIC ED INC COM | 450,928 | $49.9T | 0.94% | |
| 31 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 310,695 | $48.3T | 0.91% | |
| 32 | GNRCGENERAC HLDGS INC COM | 365,008 | $48.3T | 0.91% | |
| 33 | MSMMSC INDL DIRECT INC CL A COM | 606,702 | $48.1T | 0.91% | |
| 34 | VSATVIASAT INC COM | 3,449,281 | $43.8T | 0.82% | |
| 35 | IPGPIPG PHOTONICS CORP COM | 490,959 | $41.4T | 0.78% | |
| 36 | AIOTPOWERFLEET INC | 8,480,386 | $38.8T | 0.73% | |
| 37 | SFIXSTITCH FIX INC COM CL A | 9,273,817 | $38.5T | 0.72% | |
| 38 | VZIOEURVIZIO HLDG CORP CL A COM | 3,440,920 | $37.2T | 0.70% | |
| 39 | UAAUNDER ARMOUR INC CL A | 5,412,643 | $36.1T | 0.68% | |
| 40 | GGGGRACO INC COM | 406,066 | $32.2T | 0.61% | |
| 41 | SPSCSPS COMM INC COM | 168,677 | $31.7T | 0.60% | |
| 42 | TREXTREX CO INC COM | 411,580 | $30.5T | 0.57% | |
| 43 | KRNTKORNIT DIGITAL LTD SHS | 2,060,575 | $30.2T | 0.57% | |
| 44 | SU6SURMODICS INC COM | 580,566 | $24.4T | 0.46% | |
| 45 | PAYXPAYCHEX INC COM | 140,852 | $16.7T | 0.31% | |
| 46 | PGNYPROGYNY INC COM | 528,412 | $15.1T | 0.28% | |
| 47 | PROPROS HOLDINGS INC COM | 523,456 | $15.0T | 0.28% | |
| 48 | INMDINMODE LTD SHS | 804,958 | $14.7T | 0.28% | |
| 49 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,570,762 | $14.1T | 0.27% | |
| 50 | CTLPCANTALOUPE INC | 1,601,261 | $10.6T | 0.20% | |
| 51 | CEVACEVA INC COM | 480,764 | $9.3T | 0.17% | |
| 52 | ZIPZIPRECRUITER INC CL A | 990,002 | $9.0T | 0.17% | |
| 53 | MLKNMILLERKNOLL INC COM | 331,266 | $8.8T | 0.17% | |
| 54 | MTLSMATERIALISE NV SPONSORED ADS | 1,593,552 | $8.0T | 0.15% | |
| 55 | EGANEGAIN CORP COM NEW | 1,129,323 | $7.1T | 0.13% | |
| 56 | EVBGEUREVERBRIDGE INC COM | 128,350 | $4.5T | 0.08% | |
| 57 | SRISTONERIDGE INC COM | 239,929 | $3.8T | 0.07% | |
| 58 | ZM3ZUMIEZ INC COM | 185,693 | $3.6T | 0.07% | |
| 59 | MDXGMIMEDX GROUP INC COM | 352,650 | $2.4T | 0.05% | |
| 60 | CHRSCOHERUS BIOSCIENCES INC COM | 1,257,089 | $2.2T | 0.04% | |
| 61 | CARAEURCARA THERAPEUTICS INC COM | 1,935,718 | $499.4B | 0.01% | |
| 62 | AAPLAPPLE INC COM | 1,464 | $308.3B | 0.01% | |
| 63 | MSFTMICROSOFT CORP COM | 679 | $303.5B | 0.01% | |
| 64 | VLOVALERO ENERGY CORP COM | 1,500 | $235.1B | 0.00% | |
| 65 | AVGOBROADCOM INC COM | 142 | $228.0B | 0.00% | |
| 66 | CVXCHEVRON CORP NEW COM | 1,295 | $202.6B | 0.00% |