DISCIPLINED GROWTH INVESTORS INC /MN Q3 2019 Filing
Filed November 15, 2019
Portfolio Value
$5.4T
Holdings
87
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EWEDWARDS LIFESCIENCES CORP COM | 1,412,279 | $310.6B | 5.75% | |
| 2 | TJXTJX COS INC NEW COM | 4,539,076 | $253.0B | 4.68% | |
| 3 | INTUINTUIT COM | 879,461 | $233.9B | 4.33% | |
| 4 | OTXOPEN TEXT CORP COM | 4,898,127 | $199.9B | 3.70% | |
| 5 | MIDDMIDDLEBY CORP COM | 1,534,477 | $179.4B | 3.32% | |
| 6 | PLXSPLEXUS CORP COM | 2,843,609 | $177.8B | 3.29% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 321,782 | $173.7B | 3.21% | |
| 8 | AFWALIGN TECHNOLOGY INC | 928,648 | $168.0B | 3.11% | |
| 9 | UIUBIQUITI INC | 1,346,511 | $159.2B | 2.95% | |
| 10 | PWIPOWER INTEGRATIONS INC COM | 1,689,063 | $152.7B | 2.83% | |
| 11 | SL2SLEEP NUMBER CORPORATION | 3,522,057 | $145.5B | 2.69% | |
| 12 | AKAMAKAMAI TECHNOLOGIES COM | 1,571,397 | $143.6B | 2.66% | |
| 13 | ADSKAUTODESK INC COM | 899,963 | $132.9B | 2.46% | |
| 14 | GRMNGARMIN LTD SHS | 1,534,944 | $130.0B | 2.41% | |
| 15 | FDSFACTSET RESH SYS INC COM | 528,733 | $128.5B | 2.38% | |
| 16 | RPREALPAGE INC COM | 2,029,100 | $127.5B | 2.36% | |
| 17 | GNTXGENTEX CORP COM | 4,146,956 | $114.2B | 2.11% | |
| 18 | FUODOLBY LABORATORIES INC COM CL | 1,762,765 | $113.9B | 2.11% | |
| 19 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,015,998 | $110.1B | 2.04% | |
| 20 | —STAMPS COM INC COM NEW | 1,472,380 | $109.6B | 2.03% | |
| 21 | JBLUJETBLUE AWYS CORP COM | 6,290,507 | $105.4B | 1.95% | |
| 22 | VSATVIASAT INC COM | 1,357,647 | $102.3B | 1.89% | |
| 23 | LSTRLANDSTAR SYS INC COM | 900,514 | $101.4B | 1.88% | |
| 24 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,988,154 | $95.8B | 1.77% | |
| 25 | PRLBPROTO LABS INC COM | 900,179 | $91.9B | 1.70% | |
| 26 | VAREURVARIAN MED SYS INC COM | 727,055 | $86.6B | 1.60% | |
| 27 | MCHPMICROCHIP TECHNOLOGY INC COM | 915,894 | $85.1B | 1.57% | |
| 28 | MYGNMYRIAD GENETICS INC COM | 2,782,027 | $79.6B | 1.47% | |
| 29 | —PLANTRONICS INC NEW COM | 2,121,205 | $79.2B | 1.46% | |
| 30 | QA4AGENTHERM INC COM | 1,816,364 | $74.6B | 1.38% | |
| 31 | CGNXCOGNEX CORP COM | 1,510,794 | $74.2B | 1.37% | |
| 32 | JWNUSDNORDSTROM INC COM | 1,855,604 | $62.5B | 1.16% | |
| 33 | DLXDELUXE CORP COM | 1,268,881 | $62.4B | 1.15% | |
| 34 | GGGGRACO INC COM | 1,328,624 | $61.2B | 1.13% | |
| 35 | TREXTREX CO INC COM | 663,312 | $60.3B | 1.12% | |
| 36 | —IHS MARKIT LTD SHS | 805,722 | $53.9B | 1.00% | |
| 37 | PSTGPURE STORAGE INC CL A | 3,023,902 | $51.2B | 0.95% | |
| 38 | IPGPIPG PHOTONICS CORP COM | 354,341 | $48.0B | 0.89% | |
| 39 | PAYXPAYCHEX INC COM | 578,838 | $47.9B | 0.89% | |
| 40 | MANHMANHATTAN ASSOCS INC COM | 549,441 | $44.3B | 0.82% | |
| 41 | UAAUNDER ARMOUR INC CL A | 2,215,220 | $44.2B | 0.82% | |
| 42 | CTRACABOT OIL & GAS CORP | 2,495,322 | $43.8B | 0.81% | |
| 43 | CAKECHEESECAKE FACTORY INC COM | 970,361 | $40.4B | 0.75% | |
| 44 | MSMMSC INDL DIRECT INC CL A | 542,610 | $39.4B | 0.73% | |
| 45 | RLRALPH LAUREN CORP | 384,614 | $36.7B | 0.68% | |
| 46 | CLBCORE LABORATORIES N V COM | 747,748 | $34.9B | 0.65% | |
| 47 | SWN1EURSOUTHWESTERN ENERGY CO COM | 17,708,224 | $34.2B | 0.63% | |
| 48 | TCFTCF FINANCIAL CORP NEW | 880,087 | $33.5B | 0.62% | |
| 49 | —MEDIDATA SOLUTIONS INC | 302,053 | $27.6B | 0.51% | |
| 50 | URBNURBAN OUTFITTERS INC COM | 954,989 | $26.8B | 0.50% | |
| 51 | IRBTQIROBOT CORP COM | 369,604 | $22.8B | 0.42% | |
| 52 | TRIPTRIPADVISOR INC | 478,714 | $18.5B | 0.34% | |
| 53 | CEVACEVA INC COM | 575,640 | $17.2B | 0.32% | |
| 54 | STRASTRATEGIC EDUCATION INC | 117,089 | $15.9B | 0.29% | |
| 55 | MTLSMATERIALISE NV SPONSORED ADS | 846,454 | $15.6B | 0.29% | |
| 56 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,105,750 | $15.4B | 0.29% | |
| 57 | CARAEURCARA THERAPEUTICS INC COM | 838,861 | $15.3B | 0.28% | |
| 58 | STXSEAGATE TECHNOLOGY PLC SHS | 277,147 | $14.9B | 0.28% | |
| 59 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 905,777 | $13.9B | 0.26% | |
| 60 | SPSCSPS COMM INC COM | 282,158 | $13.3B | 0.25% | |
| 61 | CSGPCOSTAR GROUP INC COM | 20,716 | $12.3B | 0.23% | |
| 62 | PROPROS HOLDINGS INC COM | 191,670 | $11.4B | 0.21% | |
| 63 | SYNASYNAPTICS INC COM | 285,692 | $11.4B | 0.21% | |
| 64 | —ATTUNITY LTD SHS NEW | 451,903 | $10.6B | 0.20% | |
| 65 | —ACACIA COMMUNICATIONS INC | 147,356 | $9.6B | 0.18% | |
| 66 | —BOTTOMLINE TECHNOLOGIES DELINC | 207,896 | $8.2B | 0.15% | |
| 67 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,145,014 | $8.1B | 0.15% | |
| 68 | SU6SURMODICS INC | 175,384 | $8.0B | 0.15% | |
| 69 | ZM3ZUMIEZ INC COM | 235,149 | $7.4B | 0.14% | |
| 70 | —CHANNELADVISOR CORP | 706,710 | $6.6B | 0.12% | |
| 71 | SFIXSTITCH FIX INC COM CL A | 331,024 | $6.4B | 0.12% | |
| 72 | CASA1EURCASA SYS INC COM | 808,384 | $6.3B | 0.12% | |
| 73 | —PANHANDLE OIL AND GAS INC | 368,305 | $5.1B | 0.10% | |
| 74 | OSPNONESPAN INC COM | 346,272 | $5.0B | 0.09% | |
| 75 | KRNTKORNIT DIGITAL LTD SHS | 160,582 | $4.9B | 0.09% | |
| 76 | DLTHDULUTH HLDGS INC COM CL B | 557,237 | $4.7B | 0.09% | |
| 77 | —ULTRA PETROLEUM CORP | 18,609,492 | $4.2B | 0.08% | |
| 78 | NUVAGBPNUVASIVE INC COM | 58,406 | $3.7B | 0.07% | |
| 79 | —FLOTEK INDS INC | 1,566,509 | $3.4B | 0.06% | |
| 80 | SSYSSTRATASYS LTD SHS | 146,265 | $3.1B | 0.06% | |
| 81 | MDXGMIMEDX GROUP INC COM | 486,958 | $2.4B | 0.04% | |
| 82 | —LUMBER LIQUIDATORS HLDGS INC C | 221,490 | $2.2B | 0.04% | |
| 83 | NLSUSDNAUTILUS INC COM | 1,027,806 | $1.4B | 0.03% | |
| 84 | CRREURCARBO CERAMICS INC COM | 294,075 | $706.0M | 0.01% | |
| 85 | EMREMERSON ELEC CO COM | 4,500 | $301.0M | 0.01% | |
| 86 | CVXCHEVRON CORP NEW COM | 1,950 | $231.0M | 0.00% | |
| 87 | —DESTINATION MATERNITY CORP | 356,683 | $148.0M | 0.00% |