DISCIPLINED GROWTH INVESTORS INC /MN Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$4.8T
Holdings
88
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 2,104,444 | $230.0B | 4.82% | |
| 2 | MIDDMIDDLEBY CORP COM | 1,629,204 | $208.8B | 4.38% | |
| 3 | AFWALIGN TECHNOLOGY INC | 1,089,368 | $202.9B | 4.25% | |
| 4 | OTXOPEN TEXT CORP COM | 5,740,395 | $185.4B | 3.88% | |
| 5 | TJXTJX COS INC NEW COM | 2,461,049 | $181.5B | 3.80% | |
| 6 | INTUINTUIT COM | 1,276,129 | $181.4B | 3.80% | |
| 7 | PLXSPLEXUS CORP COM | 2,978,142 | $167.0B | 3.50% | |
| 8 | ADSKAUTODESK INC COM | 1,456,923 | $163.6B | 3.43% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 140,816 | $147.3B | 3.09% | |
| 10 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,061,217 | $125.8B | 2.64% | |
| 11 | SL2SLEEP NUMBER CORPORATION | 3,674,939 | $114.1B | 2.39% | |
| 12 | FDSFACTSET RESH SYS INC COM | 623,513 | $112.3B | 2.35% | |
| 13 | AABAUSDALTABA INC COM | 1,565,633 | $103.7B | 2.17% | |
| 14 | LSTRLANDSTAR SYS INC COM | 939,294 | $93.6B | 1.96% | |
| 15 | JBLUJETBLUE AIRWAYS CORP COM | 4,860,896 | $90.1B | 1.89% | |
| 16 | UBNTEURUBIQUITI NETWORKS INC COM | 1,606,402 | $90.0B | 1.89% | |
| 17 | PWIPOWER INTEGRATIONS INC COM | 1,211,787 | $88.7B | 1.86% | |
| 18 | GRMNGARMIN LTD SHS | 1,614,676 | $87.1B | 1.83% | |
| 19 | GNTXGENTEX CORP COM | 4,300,038 | $85.1B | 1.78% | |
| 20 | —ULTRA PETROLEUM CORP | 9,809,362 | $85.0B | 1.78% | |
| 21 | MCHPMICROCHIP TECHNOLOGY INC COM | 943,460 | $84.7B | 1.77% | |
| 22 | —PLANTRONICS INC NEW COM | 1,913,964 | $84.6B | 1.77% | |
| 23 | LBEURL BRANDS INC COM | 1,965,060 | $81.8B | 1.71% | |
| 24 | STXSEAGATE TECHNOLOGY PLC SHS | 2,429,670 | $80.6B | 1.69% | |
| 25 | AKAMAKAMAI TECHNOLOGIES COM | 1,629,603 | $79.4B | 1.66% | |
| 26 | VAREURVARIAN MED SYS INC COM | 773,665 | $77.4B | 1.62% | |
| 27 | PRLBPROTO LABS INC COM | 950,765 | $76.3B | 1.60% | |
| 28 | RPREALPAGE INC COM | 1,859,622 | $74.2B | 1.55% | |
| 29 | VSATVIASAT INC COM | 1,128,969 | $72.6B | 1.52% | |
| 30 | ETDETHAN ALLEN INTERIORS INC COM | 2,237,216 | $72.5B | 1.52% | |
| 31 | QA4AGENTHERM INC COM | 1,842,311 | $68.4B | 1.43% | |
| 32 | —STAMPS COM INC COM NEW | 330,982 | $67.1B | 1.41% | |
| 33 | GGGGRACO INC COM | 466,646 | $57.7B | 1.21% | |
| 34 | —MEDIDATA SOLUTIONS INC | 723,155 | $56.4B | 1.18% | |
| 35 | —GIGAMON INC | 1,322,115 | $55.7B | 1.17% | |
| 36 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,331,555 | $51.5B | 1.08% | |
| 37 | MYGNMYRIAD GENETICS INC COM | 1,348,107 | $48.8B | 1.02% | |
| 38 | CGNXCOGNEX CORP COM | 423,570 | $46.7B | 0.98% | |
| 39 | FUODOLBY LABORATORIES INC COM | 744,020 | $42.8B | 0.90% | |
| 40 | CAKECHEESECAKE FACTORY INC COM | 1,005,052 | $42.3B | 0.89% | |
| 41 | JWNUSDNORDSTROM INC | 889,727 | $42.0B | 0.88% | |
| 42 | SWN1EURSOUTHWESTERN ENERGY CO COM | 6,827,912 | $41.7B | 0.87% | |
| 43 | UAAUNDER ARMOUR INC CL A | 2,424,975 | $40.0B | 0.84% | |
| 44 | SYNASYNAPTICS INC COM | 1,000,342 | $39.2B | 0.82% | |
| 45 | MANHMANHATTAN ASSOCS INC COM | 925,100 | $38.5B | 0.81% | |
| 46 | PAYXPAYCHEX INC COM | 619,422 | $37.1B | 0.78% | |
| 47 | —IHS MARKIT LTD | 840,695 | $37.1B | 0.78% | |
| 48 | RLRALPH LAUREN CORP | 403,010 | $35.6B | 0.75% | |
| 49 | TREXTREX CO INC COM | 375,117 | $33.8B | 0.71% | |
| 50 | CLBCORE LABORATORIES N V COM | 340,672 | $33.6B | 0.70% | |
| 51 | —TCF FINANCIAL CORP | 1,816,342 | $30.9B | 0.65% | |
| 52 | IRBTQIROBOT CORP COM | 365,806 | $28.2B | 0.59% | |
| 53 | CEVACEVA INC COM | 606,003 | $25.9B | 0.54% | |
| 54 | URBNURBAN OUTFITTERS INC COM | 922,465 | $22.0B | 0.46% | |
| 55 | TRIPTRIPADVISOR INC | 476,577 | $19.3B | 0.40% | |
| 56 | NLSUSDNAUTILUS INC COM | 985,775 | $16.7B | 0.35% | |
| 57 | MTLSMATERIALISE NV SPONSORED ADS | 899,172 | $13.1B | 0.27% | |
| 58 | —ULTIMATE SOFTWARE GROUP INC | 62,501 | $11.8B | 0.25% | |
| 59 | CARAEURCARA THERAPEUTICS INC COM | 849,150 | $11.6B | 0.24% | |
| 60 | CSGPCOSTAR GROUP INC COM | 40,250 | $10.8B | 0.23% | |
| 61 | VREXVAREX IMAGING | 318,301 | $10.8B | 0.23% | |
| 62 | —CAPELLA EDUCATION COMPANY | 139,926 | $9.8B | 0.21% | |
| 63 | —LUMBER LIQUIDATORS HLDGS INC C | 248,566 | $9.7B | 0.20% | |
| 64 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 487,825 | $8.7B | 0.18% | |
| 65 | MDXGMIMEDX GROUP INC COM | 694,050 | $8.2B | 0.17% | |
| 66 | —PANHANDLE OIL AND GAS INC | 344,887 | $8.2B | 0.17% | |
| 67 | —CHANNELADVISOR CORP | 705,555 | $8.1B | 0.17% | |
| 68 | SPSCSPS COMM INC COM | 142,075 | $8.1B | 0.17% | |
| 69 | PROPROS HOLDINGS INC COM | 307,150 | $7.4B | 0.16% | |
| 70 | —BOTTOMLINE TECHNOLOGIES DELINC | 216,607 | $6.9B | 0.14% | |
| 71 | DLTHDULUTH HLDGS INC COM CL B | 309,279 | $6.3B | 0.13% | |
| 72 | SU6SURMODICS INC | 181,055 | $5.6B | 0.12% | |
| 73 | SCOR1EURCOMSCORE INC COM | 190,704 | $5.5B | 0.11% | |
| 74 | ZM3ZUMIEZ INC COM | 247,700 | $4.5B | 0.09% | |
| 75 | —VASCO DATA SECURITY INTL | 358,864 | $4.3B | 0.09% | |
| 76 | —KEY TECHNOLOGY INC COM | 222,905 | $4.2B | 0.09% | |
| 77 | NUVAGBPNUVASIVE INC COM | 66,007 | $3.7B | 0.08% | |
| 78 | SSYSSTRATASYS LTD SHS | 150,163 | $3.5B | 0.07% | |
| 79 | IWOISHARES TR RUSL 2000 GROW | 19,400 | $3.5B | 0.07% | |
| 80 | KRNTKORNIT DIGITAL LTD SHS | 176,620 | $2.7B | 0.06% | |
| 81 | —AMBER RD INC COM | 346,175 | $2.7B | 0.06% | |
| 82 | CRREURCARBO CERAMICS INC COM | 244,450 | $2.1B | 0.04% | |
| 83 | —ONCOMED PHARMACEUTICALS | 313,775 | $1.4B | 0.03% | |
| 84 | MIXTMIX TELEMATICS LTD SPONSORED A | 124,589 | $1.2B | 0.03% | |
| 85 | —DESTINATION MATERNITY CORP | 624,454 | $1.0B | 0.02% | |
| 86 | EMREMERSON ELEC CO COM | 4,500 | $283.0M | 0.01% | |
| 87 | CVXCHEVRON CORP NEW COM | 1,950 | $229.0M | 0.00% | |
| 88 | —NESTLE SA | 2,700 | $226.0M | 0.00% |