DISCIPLINED GROWTH INVESTORS INC /MN Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.2T
Holdings
64
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC COM N | 9,730,773 | $476.9B | 9.12% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,457,555 | $314.2B | 6.01% | |
| 3 | EXEEXPAND ENERGY CORPORATION COM | 2,622,749 | $306.7B | 5.87% | |
| 4 | GRMNGARMIN LTD SHS | 1,419,365 | $296.2B | 5.67% | |
| 5 | PLXSPLEXUS CORP COM | 1,646,511 | $222.8B | 4.26% | |
| 6 | IDIINTERDIGITAL INC COM | 960,632 | $215.4B | 4.12% | |
| 7 | ANETARISTA NETWORKS INC COM SHS | 2,031,563 | $207.8B | 3.97% | |
| 8 | ALRMALARM COM HLDGS INC COM | 3,491,824 | $197.5B | 3.78% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. COM | 2,611,152 | $183.7B | 3.51% | |
| 10 | CTRACOTERRA ENERGY INC COM | 6,910,582 | $175.4B | 3.35% | |
| 11 | AFWALIGN TECHNOLOGY INC | 844,987 | $160.0B | 3.06% | |
| 12 | CGNXCOGNEX CORP COM | 4,768,716 | $151.3B | 2.89% | |
| 13 | AKAMAKAMAI TECHNOLOGIES COM | 1,838,778 | $146.7B | 2.80% | |
| 14 | SMTCSEMTECH CORP COM | 2,894,536 | $130.7B | 2.50% | |
| 15 | SNASNAP ON INC COM | 389,186 | $121.1B | 2.32% | |
| 16 | PWIPOWER INTEGRATIONS INC COM | 2,060,826 | $115.2B | 2.20% | |
| 17 | FUODOLBY LABORATORIES INC COM CL | 1,538,824 | $114.3B | 2.19% | |
| 18 | PRLBPROTO LABS INC COM | 2,722,011 | $109.0B | 2.08% | |
| 19 | GNTXGENTEX CORP COM | 4,922,641 | $108.2B | 2.07% | |
| 20 | ADSKAUTODESK INC COM | 340,860 | $105.5B | 2.02% | |
| 21 | GNRCGENERAC HLDGS INC COM | 640,519 | $91.7B | 1.75% | |
| 22 | FNDFLOOR & DECOR HLDGS INC CL A | 1,166,279 | $88.6B | 1.69% | |
| 23 | VSATVIASAT INC COM | 5,845,100 | $85.3B | 1.63% | |
| 24 | INTUINTUIT COM | 105,131 | $82.8B | 1.58% | |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 320,810 | $77.9B | 1.49% | |
| 26 | SFIXSTITCH FIX INC COM CL A | 18,565,002 | $68.7B | 1.31% | |
| 27 | CLBCORE LABORATORIES INC | 5,440,884 | $62.7B | 1.20% | |
| 28 | ISRGINTUITIVE SURGICAL INC | 114,204 | $62.1B | 1.19% | |
| 29 | TREXTREX CO INC COM | 1,088,031 | $59.2B | 1.13% | |
| 30 | SPSCSPS COMM INC COM | 425,126 | $57.9B | 1.11% | |
| 31 | SNSHARKNINJA INC COM SHS | 465,178 | $46.0B | 0.88% | |
| 32 | LGIHLGI HOMES INC COM | 860,457 | $44.3B | 0.85% | |
| 33 | LSTRLANDSTAR SYS INC COM | 309,783 | $43.1B | 0.82% | |
| 34 | SSDSIMPSON MFG INC COM | 265,604 | $41.3B | 0.79% | |
| 35 | IPGPIPG PHOTONICS CORP COM | 579,951 | $39.8B | 0.76% | |
| 36 | KRNTKORNIT DIGITAL LTD SHS | 1,982,486 | $39.5B | 0.75% | |
| 37 | UAAUNDER ARMOUR INC CL A | 5,275,757 | $36.0B | 0.69% | |
| 38 | CTLPCANTALOUPE INC COM | 3,173,351 | $34.9B | 0.67% | |
| 39 | AIOTPOWERFLEET INC | 8,049,058 | $34.7B | 0.66% | |
| 40 | GGGGRACO INC COM | 399,348 | $34.3B | 0.66% | |
| 41 | CELHCELSIUS HLDGS INC COM NEW | 716,703 | $33.2B | 0.64% | |
| 42 | DVDOUBLEVERIFY HLDGS INC COM | 2,031,795 | $30.4B | 0.58% | |
| 43 | PAYXPAYCHEX INC COM | 158,082 | $23.0B | 0.44% | |
| 44 | ZIPZIPRECRUITER INC CL A | 4,508,331 | $22.6B | 0.43% | |
| 45 | PROPROS HOLDINGS INC COM | 1,400,778 | $21.9B | 0.42% | |
| 46 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,244,769 | $17.8B | 0.34% | |
| 47 | PGNYPROGYNY INC COM | 639,837 | $14.1B | 0.27% | |
| 48 | CEVACEVA INC COM | 619,817 | $13.6B | 0.26% | |
| 49 | MLKNMILLERKNOLL INC COM | 574,049 | $11.1B | 0.21% | |
| 50 | MTLSMATERIALISE NV SPONSORED ADS | 1,890,920 | $10.7B | 0.20% | |
| 51 | VTYVERINT SYS INC COM | 396,998 | $7.8B | 0.15% | |
| 52 | EGANEGAIN CORP COM NEW | 948,583 | $5.9B | 0.11% | |
| 53 | SSTISOUNDTHINKING INC COM | 447,240 | $5.8B | 0.11% | |
| 54 | INMDINMODE LTD SHS | 304,069 | $4.4B | 0.08% | |
| 55 | MYGNMYRIAD GENETICS INC COM | 753,956 | $4.0B | 0.08% | |
| 56 | FOXFFOX FACTORY HLDG CORP COM | 136,277 | $3.5B | 0.07% | |
| 57 | SU6SURMODICS INC COM | 100,620 | $3.0B | 0.06% | |
| 58 | MDXGMIMEDX GROUP INC COM | 361,249 | $2.2B | 0.04% | |
| 59 | AXGNAXOGEN INC COM | 165,657 | $1.8B | 0.03% | |
| 60 | SRISTONERIDGE INC COM | 223,177 | $1.6B | 0.03% | |
| 61 | AAPLAPPLE INC COM | 2,312 | $474.4M | 0.01% | |
| 62 | MSFTMICROSOFT CORP COM | 679 | $337.7M | 0.01% | |
| 63 | AVGOBROADCOM INC COM | 1,080 | $297.7M | 0.01% | |
| 64 | BACBANK AMERICA CORP COM | 5,000 | $236.6M | 0.00% |