DISCIPLINED GROWTH INVESTORS INC /MN Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$5.5T
Holdings
64
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCISUPER MICRO COMPUTER INC COM N | 9,481,444 | $454.5B | 8.23% | |
| 2 | PSTGPURE STORAGE INC CL A | 5,160,182 | $432.5B | 7.84% | |
| 3 | GRMNGARMIN LTD SHS | 1,376,836 | $339.0B | 6.14% | |
| 4 | ANETARISTA NETWORKS INC COM SHS | 1,923,266 | $280.2B | 5.08% | |
| 5 | IDIINTERDIGITAL INC COM | 790,941 | $273.1B | 4.95% | |
| 6 | EXEEXPAND ENERGY CORPORATION COM | 2,493,676 | $264.9B | 4.80% | |
| 7 | PLXSPLEXUS CORP COM | 1,553,569 | $224.8B | 4.07% | |
| 8 | CGNXCOGNEX CORP COM | 4,604,558 | $208.6B | 3.78% | |
| 9 | SMTCSEMTECH CORP COM | 2,729,382 | $195.0B | 3.53% | |
| 10 | ALRMALARM COM HLDGS INC COM | 3,332,095 | $176.9B | 3.20% | |
| 11 | VSATVIASAT INC COM | 5,725,915 | $167.8B | 3.04% | |
| 12 | CTRACOTERRA ENERGY INC COM | 6,675,268 | $157.9B | 2.86% | |
| 13 | GNTXGENTEX CORP COM | 4,736,620 | $134.0B | 2.43% | |
| 14 | AKAMAKAMAI TECHNOLOGIES COM | 1,744,167 | $132.1B | 2.39% | |
| 15 | PRLBPROTO LABS INC COM | 2,592,373 | $129.7B | 2.35% | |
| 16 | ZETAZETA GLOBAL HOLDINGS CORP CL A | 6,114,851 | $121.5B | 2.20% | |
| 17 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,782,569 | $114.5B | 2.07% | |
| 18 | SNASNAP ON INC COM | 326,023 | $113.0B | 2.05% | |
| 19 | GNRCGENERAC HLDGS INC COM | 618,214 | $103.5B | 1.87% | |
| 20 | ADSKAUTODESK INC COM | 320,777 | $101.9B | 1.85% | |
| 21 | AFWALIGN TECHNOLOGY INC | 803,981 | $100.7B | 1.82% | |
| 22 | FUODOLBY LABORATORIES INC COM CL | 1,373,562 | $99.4B | 1.80% | |
| 23 | SPSCSPS COMM INC COM | 792,472 | $82.5B | 1.50% | |
| 24 | FNDFLOOR & DECOR HLDGS INC CL A | 1,119,517 | $82.5B | 1.49% | |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 306,348 | $79.1B | 1.43% | |
| 26 | PWIPOWER INTEGRATIONS INC COM | 1,966,940 | $79.1B | 1.43% | |
| 27 | SFIXSTITCH FIX INC COM CL A | 17,510,800 | $76.2B | 1.38% | |
| 28 | CLBCORE LABORATORIES INC | 5,969,860 | $73.8B | 1.34% | |
| 29 | INTUINTUIT COM | 91,011 | $62.2B | 1.13% | |
| 30 | TREXTREX CO INC COM | 1,035,607 | $53.5B | 0.97% | |
| 31 | ISRGINTUITIVE SURGICAL INC | 109,480 | $49.0B | 0.89% | |
| 32 | SNSHARKNINJA INC COM SHS | 447,718 | $46.2B | 0.84% | |
| 33 | IPGPIPG PHOTONICS CORP COM | 561,566 | $44.5B | 0.81% | |
| 34 | SSDSIMPSON MFG INC COM | 256,037 | $42.9B | 0.78% | |
| 35 | LGIHLGI HOMES INC COM | 787,022 | $40.7B | 0.74% | |
| 36 | CELHCELSIUS HLDGS INC COM NEW | 688,200 | $39.6B | 0.72% | |
| 37 | AIOTPOWERFLEET INC | 7,351,898 | $38.5B | 0.70% | |
| 38 | DVDOUBLEVERIFY HLDGS INC COM | 2,895,694 | $34.7B | 0.63% | |
| 39 | GGGGRACO INC COM | 350,878 | $29.8B | 0.54% | |
| 40 | YETIYETI HLDGS INC COM | 772,764 | $25.6B | 0.46% | |
| 41 | KRNTKORNIT DIGITAL LTD SHS | 1,838,476 | $24.8B | 0.45% | |
| 42 | ITGARTNER INC COM | 86,687 | $22.8B | 0.41% | |
| 43 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,153,589 | $21.9B | 0.40% | |
| 44 | PAYXPAYCHEX INC COM | 151,143 | $19.2B | 0.35% | |
| 45 | ZIPZIPRECRUITER INC CL A | 4,153,074 | $17.5B | 0.32% | |
| 46 | CEVACEVA INC COM | 540,070 | $14.3B | 0.26% | |
| 47 | PGNYPROGYNY INC COM | 601,809 | $13.0B | 0.23% | |
| 48 | PROPROS HOLDINGS INC COM | 501,748 | $11.5B | 0.21% | |
| 49 | MDXGMIMEDX GROUP INC COM | 1,383,451 | $9.7B | 0.17% | |
| 50 | WEAVWEAVE COMMUNICATIONS INC COM | 1,265,453 | $8.5B | 0.15% | |
| 51 | MLKNMILLERKNOLL INC COM | 472,044 | $8.4B | 0.15% | |
| 52 | EGANEGAIN CORP COM NEW | 868,825 | $7.6B | 0.14% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 1,008,237 | $5.6B | 0.10% | |
| 54 | SSTISOUNDTHINKING INC COM | 413,441 | $5.0B | 0.09% | |
| 55 | CTLPCANTALOUPE INC COM | 467,877 | $4.9B | 0.09% | |
| 56 | GLOBGLOBANT SA | 71,448 | $4.1B | 0.07% | |
| 57 | INMDINMODE LTD SHS | 255,620 | $3.8B | 0.07% | |
| 58 | FOXFFOX FACTORY HLDG CORP COM | 127,462 | $3.1B | 0.06% | |
| 59 | AXGNAXOGEN INC COM | 167,577 | $3.0B | 0.05% | |
| 60 | VTYVERINT SYS INC COM | 143,143 | $2.9B | 0.05% | |
| 61 | SRISTONERIDGE INC COM | 190,991 | $1.5B | 0.03% | |
| 62 | AAPLAPPLE INC COM | 1,535 | $390.9M | 0.01% | |
| 63 | MSFTMICROSOFT CORP COM | 672 | $348.1M | 0.01% | |
| 64 | AVGOBROADCOM INC COM | 1,037 | $342.1M | 0.01% |