DISCIPLINED GROWTH INVESTORS INC /MN Q3 2024 Filing
Filed November 15, 2024
Portfolio Value
$5288.1T
Holdings
69
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC COM N | 1,043,469 | $434.5T | 8.22% | |
| 2 | PLXSPLEXUS CORP COM | 2,168,512 | $296.5T | 5.61% | |
| 3 | PSTGPURE STORAGE INC CL A | 5,684,218 | $285.6T | 5.40% | |
| 4 | GRMNGARMIN LTD SHS | 1,401,004 | $246.6T | 4.66% | |
| 5 | ANETEURARISTA NETWORKS INC COM | 613,192 | $235.4T | 4.45% | |
| 6 | SWN1EURSOUTHWESTERN ENERGY CO COM | 31,570,774 | $224.5T | 4.24% | |
| 7 | AFWALIGN TECHNOLOGY INC | 753,026 | $191.5T | 3.62% | |
| 8 | IDIINTERDIGITAL INC COM | 1,132,818 | $160.4T | 3.03% | |
| 9 | ALRMALARM COM HLDGS INC COM | 2,874,849 | $157.2T | 2.97% | |
| 10 | CGNXCOGNEX CORP COM | 3,751,807 | $151.9T | 2.87% | |
| 11 | AKAMAKAMAI TECHNOLOGIES COM | 1,499,760 | $151.4T | 2.86% | |
| 12 | FNDFLOOR & DECOR HLDGS INC CL A | 1,183,669 | $147.0T | 2.78% | |
| 13 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,819,855 | $146.1T | 2.76% | |
| 14 | PWIPOWER INTEGRATIONS INC COM | 2,111,663 | $135.4T | 2.56% | |
| 15 | GNTXGENTEX CORP COM | 4,493,914 | $133.4T | 2.52% | |
| 16 | CTRACOTERRA ENERGY INC COM | 5,348,026 | $128.1T | 2.42% | |
| 17 | INTUINTUIT COM | 197,805 | $122.8T | 2.32% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 248,208 | $121.9T | 2.31% | |
| 19 | SMTCSEMTECH CORP COM | 2,609,984 | $119.2T | 2.25% | |
| 20 | FUODOLBY LABORATORIES INC COM CL | 1,466,212 | $112.2T | 2.12% | |
| 21 | LGIHLGI HOMES INC COM | 939,504 | $111.4T | 2.11% | |
| 22 | SNASNAP ON INC COM | 381,119 | $110.4T | 2.09% | |
| 23 | RCLROYAL CARIBBEAN GROUP | 591,552 | $104.9T | 1.98% | |
| 24 | CLBCORE LABORATORIES INC | 5,653,591 | $104.8T | 1.98% | |
| 25 | ADSKAUTODESK INC COM | 357,581 | $98.5T | 1.86% | |
| 26 | MYGNMYRIAD GENETICS INC COM | 2,527,435 | $69.2T | 1.31% | |
| 27 | LSTRLANDSTAR SYS INC COM | 326,921 | $61.7T | 1.17% | |
| 28 | GNRCGENERAC HLDGS INC COM | 385,584 | $61.3T | 1.16% | |
| 29 | PRLBPROTO LABS INC COM | 2,056,593 | $60.4T | 1.14% | |
| 30 | MSMMSC INDL DIRECT INC CL A COM | 641,779 | $55.2T | 1.04% | |
| 31 | KRNTKORNIT DIGITAL LTD SHS | 2,113,832 | $54.6T | 1.03% | |
| 32 | QA4AGENTHERM INC COM | 1,169,671 | $54.4T | 1.03% | |
| 33 | VSATVIASAT INC COM | 4,419,223 | $52.8T | 1.00% | |
| 34 | UAAUNDER ARMOUR INC CL A | 5,740,622 | $51.1T | 0.97% | |
| 35 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 327,685 | $50.4T | 0.95% | |
| 36 | AIOTPOWERFLEET INC COM | 8,913,708 | $44.6T | 0.84% | |
| 37 | STRASTRATEGIC ED INC COM | 461,012 | $42.7T | 0.81% | |
| 38 | IPGPIPG PHOTONICS CORP COM | 534,833 | $39.7T | 0.75% | |
| 39 | SFIXSTITCH FIX INC COM CL A | 13,734,485 | $38.7T | 0.73% | |
| 40 | GGGGRACO INC COM | 419,942 | $36.7T | 0.69% | |
| 41 | SPSCSPS COMM INC COM | 168,644 | $32.7T | 0.62% | |
| 42 | TREXTREX CO INC COM | 413,301 | $27.5T | 0.52% | |
| 43 | MLKNMILLERKNOLL INC COM | 852,584 | $21.1T | 0.40% | |
| 44 | PAYXPAYCHEX INC COM | 154,915 | $20.8T | 0.39% | |
| 45 | DVDOUBLEVERIFY HLDGS INC COM | 1,155,384 | $19.5T | 0.37% | |
| 46 | VZIOEURVIZIO HLDG CORP CL A COM | 1,576,110 | $17.6T | 0.33% | |
| 47 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,556,040 | $16.1T | 0.30% | |
| 48 | ZIPZIPRECRUITER INC CL A | 1,506,678 | $14.3T | 0.27% | |
| 49 | PGNYPROGYNY INC COM | 826,726 | $13.9T | 0.26% | |
| 50 | INMDINMODE LTD SHS | 808,149 | $13.7T | 0.26% | |
| 51 | CTLPCANTALOUPE INC COM | 1,608,375 | $11.9T | 0.23% | |
| 52 | CEVACEVA INC COM | 476,254 | $11.5T | 0.22% | |
| 53 | SU6SURMODICS INC COM | 276,876 | $10.7T | 0.20% | |
| 54 | PROPROS HOLDINGS INC COM | 519,187 | $9.6T | 0.18% | |
| 55 | MTLSMATERIALISE NV SPONSORED ADS | 1,601,641 | $8.8T | 0.17% | |
| 56 | FOXFFOX FACTORY HLDG CORP COM | 138,393 | $5.7T | 0.11% | |
| 57 | EGANEGAIN CORP COM NEW | 1,117,097 | $5.7T | 0.11% | |
| 58 | SSTISOUNDTHINKING INC COM | 461,961 | $5.4T | 0.10% | |
| 59 | VTYVERINT SYS INC COM | 200,673 | $5.1T | 0.10% | |
| 60 | ZM3ZUMIEZ INC COM | 183,851 | $3.9T | 0.07% | |
| 61 | SRISTONERIDGE INC COM | 247,196 | $2.8T | 0.05% | |
| 62 | MDXGMIMEDX GROUP INC COM | 355,387 | $2.1T | 0.04% | |
| 63 | CHRSCOHERUS BIOSCIENCES INC COM | 766,308 | $797.0B | 0.02% | |
| 64 | CARAEURCARA THERAPEUTICS INC COM | 1,113,043 | $342.8B | 0.01% | |
| 65 | AAPLAPPLE INC COM | 1,464 | $341.1B | 0.01% | |
| 66 | AVGOBROADCOM INC COM | 1,916 | $330.5B | 0.01% | |
| 67 | MSFTMICROSOFT CORP COM | 679 | $292.2B | 0.01% | |
| 68 | AMZNAMAZON COM INC COM | 1,260 | $234.8B | 0.00% | |
| 69 | VLOVALERO ENERGY CORP COM | 1,500 | $202.5B | 0.00% |