DISCIPLINED GROWTH INVESTORS INC /MN Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$4.3T
Holdings
78
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —STAMPS COM INC COM NEW | 993,988 | $239.5B | 5.61% | |
| 2 | AFWALIGN TECHNOLOGY INC | 677,906 | $221.9B | 5.19% | |
| 3 | TJXTJX COS INC NEW COM | 3,051,202 | $169.8B | 3.97% | |
| 4 | INTUINTUIT COM | 501,476 | $163.6B | 3.83% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 208,098 | $147.7B | 3.46% | |
| 6 | OTXOPEN TEXT CORP COM | 3,460,567 | $146.2B | 3.42% | |
| 7 | PLXSPLEXUS CORP COM | 2,028,728 | $143.3B | 3.35% | |
| 8 | ADSKAUTODESK INC COM | 618,986 | $143.0B | 3.35% | |
| 9 | PWIPOWER INTEGRATIONS INC COM | 2,354,456 | $130.4B | 3.05% | |
| 10 | SL2SLEEP NUMBER CORPORATION | 2,590,631 | $126.7B | 2.97% | |
| 11 | AKAMAKAMAI TECHNOLOGIES COM | 1,074,863 | $118.8B | 2.78% | |
| 12 | GNTXGENTEX CORP COM | 4,408,673 | $113.5B | 2.66% | |
| 13 | CTRACABOT OIL & GAS CORP | 6,337,736 | $110.0B | 2.57% | |
| 14 | GRMNGARMIN LTD SHS | 1,106,628 | $105.0B | 2.46% | |
| 15 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,737,352 | $98.7B | 2.31% | |
| 16 | MIDDMIDDLEBY CORP COM | 1,080,186 | $96.9B | 2.27% | |
| 17 | CGNXCOGNEX CORP COM | 1,402,427 | $91.3B | 2.14% | |
| 18 | PSTGPURE STORAGE INC CL A | 5,737,795 | $88.3B | 2.07% | |
| 19 | JBLUJETBLUE AWYS CORP COM | 7,673,324 | $86.9B | 2.03% | |
| 20 | PRLBPROTO LABS INC COM | 646,020 | $83.7B | 1.96% | |
| 21 | RPREALPAGE INC COM | 1,437,260 | $82.8B | 1.94% | |
| 22 | FUODOLBY LABORATORIES INC COM CL | 1,247,648 | $82.7B | 1.94% | |
| 23 | MANHMANHATTAN ASSOCS INC COM | 853,922 | $81.5B | 1.91% | |
| 24 | UIUBIQUITI INC | 471,919 | $78.7B | 1.84% | |
| 25 | LSTRLANDSTAR SYS INC COM | 612,528 | $76.9B | 1.80% | |
| 26 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,694,224 | $69.8B | 1.63% | |
| 27 | RCLROYAL CARIBBEAN GROUP | 1,047,569 | $67.8B | 1.59% | |
| 28 | MCHPMICROCHIP TECHNOLOGY INC COM | 616,424 | $63.3B | 1.48% | |
| 29 | FDSFACTSET RESH SYS INC COM | 169,226 | $56.7B | 1.33% | |
| 30 | QA4AGENTHERM INC COM | 1,372,415 | $56.1B | 1.31% | |
| 31 | SFIXSTITCH FIX INC COM CL A | 2,053,981 | $55.7B | 1.30% | |
| 32 | EWEDWARDS LIFESCIENCES CORP COM | 659,499 | $52.6B | 1.23% | |
| 33 | GGGGRACO INC COM | 841,286 | $51.6B | 1.21% | |
| 34 | TREXTREX CO INC COM | 678,826 | $48.6B | 1.14% | |
| 35 | —IHS MARKIT LTD SHS | 539,725 | $42.4B | 0.99% | |
| 36 | VAREURVARIAN MED SYS INC COM | 243,050 | $41.8B | 0.98% | |
| 37 | IPGPIPG PHOTONICS CORP COM | 241,842 | $41.1B | 0.96% | |
| 38 | VSATVIASAT INC COM | 1,071,345 | $36.8B | 0.86% | |
| 39 | UAAUNDER ARMOUR INC CL A | 3,008,562 | $33.8B | 0.79% | |
| 40 | SNASNAP ON INC COM | 228,774 | $33.7B | 0.79% | |
| 41 | ALRMALARM COM HLDGS INC COM | 573,102 | $31.7B | 0.74% | |
| 42 | PAYXPAYCHEX INC COM | 390,383 | $31.1B | 0.73% | |
| 43 | STRASTRATEGIC EDUCATION INC | 321,392 | $29.4B | 0.69% | |
| 44 | MYGNMYRIAD GENETICS INC COM | 2,133,877 | $27.8B | 0.65% | |
| 45 | DLXDELUXE CORP COM | 980,247 | $25.2B | 0.59% | |
| 46 | KRNTKORNIT DIGITAL LTD SHS | 388,449 | $25.2B | 0.59% | |
| 47 | IRBTQIROBOT CORP COM | 318,799 | $24.2B | 0.57% | |
| 48 | MSMMSC INDL DIRECT INC CL A | 364,330 | $23.1B | 0.54% | |
| 49 | MTLSMATERIALISE NV SPONSORED ADS | 595,002 | $22.0B | 0.51% | |
| 50 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 2,111,451 | $21.6B | 0.51% | |
| 51 | JWNUSDNORDSTROM INC COM | 1,678,059 | $20.0B | 0.47% | |
| 52 | CEVACEVA INC COM | 486,666 | $19.2B | 0.45% | |
| 53 | SPSCSPS COMM INC COM | 237,234 | $18.5B | 0.43% | |
| 54 | —PLANTRONICS INC NEW COM | 1,548,558 | $18.3B | 0.43% | |
| 55 | —CHANNELADVISOR CORP | 1,117,136 | $16.2B | 0.38% | |
| 56 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,654,572 | $14.8B | 0.35% | |
| 57 | ANETEURARISTA NETWORKS INC COM | 67,345 | $13.9B | 0.33% | |
| 58 | DLTHDULUTH HLDGS INC COM CL B | 1,049,270 | $12.8B | 0.30% | |
| 59 | CARAEURCARA THERAPEUTICS INC COM | 733,347 | $9.3B | 0.22% | |
| 60 | CHRSCOHERUS BIOSCIENCES INC COM | 472,214 | $8.7B | 0.20% | |
| 61 | CFRCULLEN FROST BANKERS INC | 130,710 | $8.4B | 0.20% | |
| 62 | TCFTCF FINANCIAL CORP NEW | 350,461 | $8.2B | 0.19% | |
| 63 | CLBCORE LABORATORIES N V COM | 510,809 | $7.8B | 0.18% | |
| 64 | —BOTTOMLINE TECHNOLOGIES DELINC | 175,154 | $7.4B | 0.17% | |
| 65 | OSPNONESPAN INC COM | 290,852 | $6.1B | 0.14% | |
| 66 | SU6SURMODICS INC | 150,896 | $5.9B | 0.14% | |
| 67 | ZM3ZUMIEZ INC COM | 205,113 | $5.7B | 0.13% | |
| 68 | PROPROS HOLDINGS INC COM | 166,947 | $5.3B | 0.12% | |
| 69 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 787,171 | $4.9B | 0.11% | |
| 70 | —ACACIA COMMUNICATIONS INC | 66,696 | $4.5B | 0.11% | |
| 71 | —FLOTEK INDS INC | 1,469,947 | $4.0B | 0.09% | |
| 72 | SRISTONERIDGE INC COM | 174,138 | $3.2B | 0.07% | |
| 73 | MDXGMIMEDX GROUP INC COM | 388,904 | $2.5B | 0.06% | |
| 74 | NUVAGBPNUVASIVE INC COM | 46,202 | $2.2B | 0.05% | |
| 75 | CASA1EURCASA SYS INC COM | 527,017 | $2.1B | 0.05% | |
| 76 | SSYSSTRATASYS LTD SHS | 121,715 | $1.5B | 0.04% | |
| 77 | PHXUSDPHX MINERALS INC | 302,916 | $433.0M | 0.01% | |
| 78 | EMREMERSON ELEC CO COM | 4,500 | $295.0M | 0.01% |