DISCIPLINED GROWTH INVESTORS INC /MN Q3 2022 Filing
Filed November 15, 2022
Portfolio Value
$3.6T
Holdings
72
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSUPER MICRO COMPUTER INC COM | 4,548,637 | $250.5B | 6.96% | |
| 2 | PLXSPLEXUS CORP COM | 2,291,467 | $200.6B | 5.57% | |
| 3 | SWN1EURSOUTHWESTERN ENERGY CO COM | 31,014,790 | $189.8B | 5.27% | |
| 4 | PWIPOWER INTEGRATIONS INC COM | 2,402,973 | $154.6B | 4.29% | |
| 5 | CTRACOTERRA ENERGY INC | 5,715,785 | $149.3B | 4.15% | |
| 6 | PSTGPURE STORAGE INC CL A | 5,116,227 | $140.0B | 3.89% | |
| 7 | AKAMAKAMAI TECHNOLOGIES COM | 1,616,400 | $129.8B | 3.60% | |
| 8 | MCHPMICROCHIP TECHNOLOGY INC COM | 2,079,167 | $126.9B | 3.52% | |
| 9 | ALRMALARM COM HLDGS INC COM | 1,936,244 | $125.6B | 3.49% | |
| 10 | GRMNGARMIN LTD SHS | 1,519,653 | $122.0B | 3.39% | |
| 11 | INTUINTUIT COM | 305,253 | $118.2B | 3.28% | |
| 12 | GNTXGENTEX CORP COM | 4,865,100 | $116.0B | 3.22% | |
| 13 | AFWALIGN TECHNOLOGY INC | 512,733 | $106.2B | 2.95% | |
| 14 | FUODOLBY LABORATORIES INC COM CL | 1,614,954 | $105.2B | 2.92% | |
| 15 | CGNXCOGNEX CORP COM | 2,333,354 | $96.7B | 2.69% | |
| 16 | VSATVIASAT INC COM | 2,937,583 | $88.8B | 2.47% | |
| 17 | ANETEURARISTA NETWORKS INC COM | 784,105 | $88.5B | 2.46% | |
| 18 | ADSKAUTODESK INC COM | 466,043 | $87.1B | 2.42% | |
| 19 | SNASNAP ON INC COM | 430,646 | $86.7B | 2.41% | |
| 20 | LSTRLANDSTAR SYS INC COM | 522,034 | $75.4B | 2.09% | |
| 21 | SL2SLEEP NUMBER CORPORATION | 2,136,268 | $72.2B | 2.01% | |
| 22 | PRLBPROTO LABS INC COM | 1,937,613 | $70.6B | 1.96% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 337,602 | $63.3B | 1.76% | |
| 24 | OTXOPEN TEXT CORP COM | 2,301,069 | $60.8B | 1.69% | |
| 25 | QA4AGENTHERM INC COM | 1,189,442 | $59.2B | 1.64% | |
| 26 | LGIHLGI HOMES INC COM | 570,875 | $46.5B | 1.29% | |
| 27 | MYGNMYRIAD GENETICS INC COM | 2,278,490 | $43.5B | 1.21% | |
| 28 | UAAUNDER ARMOUR INC CL A | 5,921,495 | $39.4B | 1.09% | |
| 29 | TJXTJX COS INC NEW COM | 592,812 | $36.8B | 1.02% | |
| 30 | RCLROYAL CARIBBEAN GROUP | 909,235 | $34.5B | 0.96% | |
| 31 | STRASTRATEGIC EDUCATION INC | 544,527 | $33.4B | 0.93% | |
| 32 | GGGGRACO INC COM | 542,081 | $32.5B | 0.90% | |
| 33 | IDIINTERDIGITAL INC | 797,161 | $32.2B | 0.89% | |
| 34 | JWNUSDNORDSTROM INC COM | 1,691,017 | $28.3B | 0.79% | |
| 35 | FNDFLOOR & DECOR HLDGS INC CL A | 402,335 | $28.3B | 0.78% | |
| 36 | PAYXPAYCHEX INC COM | 249,849 | $28.0B | 0.78% | |
| 37 | SPSCSPS COMM INC COM | 201,101 | $25.0B | 0.69% | |
| 38 | MSMMSC INDL DIRECT INC CL A | 329,888 | $24.0B | 0.67% | |
| 39 | TREXTREX CO INC COM | 438,360 | $19.3B | 0.53% | |
| 40 | IRBTQIROBOT CORP COM | 332,115 | $18.7B | 0.52% | |
| 41 | MIXTMIX TELEMATICS LTD SPONSORED A | 2,420,345 | $18.4B | 0.51% | |
| 42 | IPGPIPG PHOTONICS CORP COM | 207,989 | $17.5B | 0.49% | |
| 43 | VZIOEURVIZIO HOLDING | 1,901,179 | $16.6B | 0.46% | |
| 44 | SMTCSEMTECH CORP COM | 560,163 | $16.5B | 0.46% | |
| 45 | CARAEURCARA THERAPEUTICS INC COM | 1,700,230 | $15.9B | 0.44% | |
| 46 | TTWOTAKE-TWO INTERACTIVE | 134,721 | $14.7B | 0.41% | |
| 47 | SFIXSTITCH FIX INC COM CL A | 3,290,767 | $13.0B | 0.36% | |
| 48 | GNRCGENERAC HLDGS INC COM | 72,944 | $13.0B | 0.36% | |
| 49 | —CHANNELADVISOR CORP | 566,517 | $12.8B | 0.36% | |
| 50 | SU6SURMODICS INC | 407,872 | $12.4B | 0.34% | |
| 51 | CLBCORE LABORATORIES N V COM | 889,561 | $12.0B | 0.33% | |
| 52 | CEVACEVA INC COM | 430,952 | $11.3B | 0.31% | |
| 53 | CHRSCOHERUS BIOSCIENCES INC COM | 1,132,096 | $10.9B | 0.30% | |
| 54 | —EGAIN CORPORATION | 1,005,980 | $7.4B | 0.21% | |
| 55 | KRNTKORNIT DIGITAL LTD SHS | 273,262 | $7.3B | 0.20% | |
| 56 | DLTHDULUTH HLDGS INC COM CL B | 1,026,028 | $7.2B | 0.20% | |
| 57 | SSYSSTRATASYS LTD SHS | 471,567 | $6.8B | 0.19% | |
| 58 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,529,175 | $6.7B | 0.19% | |
| 59 | MLKNMILLERKNOLL INC | 315,893 | $4.9B | 0.14% | |
| 60 | ZM3ZUMIEZ INC COM | 185,187 | $4.0B | 0.11% | |
| 61 | SRISTONERIDGE INC COM | 221,889 | $3.8B | 0.10% | |
| 62 | PROPROS HOLDINGS INC COM | 148,260 | $3.7B | 0.10% | |
| 63 | EVBGEUREVERBRIDGE INC COM | 112,818 | $3.5B | 0.10% | |
| 64 | JBLUJETBLUE AWYS CORP COM | 335,795 | $2.2B | 0.06% | |
| 65 | DLXDELUXE CORP COM | 85,200 | $1.4B | 0.04% | |
| 66 | MDXGMIMEDX GROUP | 332,152 | $953.0M | 0.03% | |
| 67 | —FLOTEK INDUSTRIES INC | 758,932 | $759.0M | 0.02% | |
| 68 | IWPISHARES TR RUS MD CP GR ETF | 5,270 | $413.0M | 0.01% | |
| 69 | MSFTMICROSOFT CORP COM | 1,387 | $323.0M | 0.01% | |
| 70 | AAPLAPPLE INC COM | 2,196 | $303.0M | 0.01% | |
| 71 | CVXCHEVRON CORP NEW COM | 1,775 | $255.0M | 0.01% | |
| 72 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $139.0M | 0.00% |