DISCIPLINED GROWTH INVESTORS INC /MN Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$4.4T
Holdings
88
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MIDDMIDDLEBY CORP COM | 1,694,087 | $218.2B | 4.98% | |
| 2 | EWEDWARDS LIFESCIENCES CORP COM | 2,147,368 | $201.2B | 4.60% | |
| 3 | OTXOPEN TEXT CORP COM | 3,067,040 | $189.6B | 4.33% | |
| 4 | TJXTJX COS INC NEW COM | 2,492,211 | $187.2B | 4.28% | |
| 5 | INTUINTUIT COM | 1,500,689 | $172.0B | 3.93% | |
| 6 | PLXSPLEXUS CORP COM | 3,083,641 | $166.6B | 3.81% | |
| 7 | ADSKAUTODESK INC COM | 1,853,225 | $137.2B | 3.13% | |
| 8 | AKAMAKAMAI TECHNOLOGIES COM | 1,658,018 | $110.6B | 2.53% | |
| 9 | —PLANTRONICS INC NEW COM | 2,004,123 | $109.7B | 2.51% | |
| 10 | AFWALIGN TECHNOLOGY INC COM | 1,122,656 | $107.9B | 2.47% | |
| 11 | FDSFACTSET RESH SYS INC COM | 641,209 | $104.8B | 2.39% | |
| 12 | —ULTRA PETROLEUM CORP COM | 13,952,754 | $100.9B | 2.30% | |
| 13 | ISRGINTUITIVE SURGICAL INC COM NEW | 159,015 | $100.8B | 2.30% | |
| 14 | LBEURL BRANDS INC COM | 1,462,833 | $96.3B | 2.20% | |
| 15 | STXSEAGATE TECHNOLOGY PLC SHS | 2,464,950 | $94.1B | 2.15% | |
| 16 | —YAHOO INC COM | 2,424,042 | $93.7B | 2.14% | |
| 17 | JBLUJETBLUE AIRWAYS CORP COM | 4,023,721 | $90.2B | 2.06% | |
| 18 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,098,730 | $90.1B | 2.06% | |
| 19 | GNTXGENTEX CORP COM | 4,369,003 | $86.0B | 1.97% | |
| 20 | —SELECT COMFORT CORP | 3,776,347 | $85.4B | 1.95% | |
| 21 | PWIPOWER INTEGRATIONS INC COM | 1,258,727 | $85.4B | 1.95% | |
| 22 | ETDETHAN ALLEN INTERIORS INC COM | 2,269,273 | $83.6B | 1.91% | |
| 23 | LSTRLANDSTAR SYS INC COM | 963,784 | $82.2B | 1.88% | |
| 24 | GRMNGARMIN LTD SHS | 1,642,494 | $79.6B | 1.82% | |
| 25 | VAREURVARIAN MED SYS INC COM | 793,541 | $71.2B | 1.63% | |
| 26 | UBNTEURUBIQUITI NETWORKS INC COM | 1,202,760 | $69.5B | 1.59% | |
| 27 | SMCIUSDSUPER MICRO COMPUTER INC COM | 2,376,300 | $66.7B | 1.52% | |
| 28 | —CABELAS INC COM | 1,134,742 | $66.4B | 1.52% | |
| 29 | MCHPMICROCHIP TECHNOLOGY INC COM | 964,159 | $61.9B | 1.41% | |
| 30 | CAKECHEESECAKE FACTORY INC COM | 1,025,450 | $61.4B | 1.40% | |
| 31 | RPREALPAGE INC COM | 1,889,340 | $56.7B | 1.29% | |
| 32 | CGNXCOGNEX CORP COM | 888,130 | $56.5B | 1.29% | |
| 33 | SYNASYNAPTICS INC COM | 1,015,428 | $54.4B | 1.24% | |
| 34 | —CEB INC COM | 847,751 | $51.4B | 1.17% | |
| 35 | PRLBPROTO LABS INC COM | 970,600 | $49.8B | 1.14% | |
| 36 | SWN1EURSOUTHWESTERN ENERGY CO COM | 4,353,125 | $47.1B | 1.08% | |
| 37 | —STAMPS COM INC COM NEW | 398,069 | $45.6B | 1.04% | |
| 38 | CLBCORE LABORATORIES N V COM | 342,950 | $41.2B | 0.94% | |
| 39 | GGGGRACO INC COM | 476,154 | $39.6B | 0.90% | |
| 40 | —MEDIDATA SOLUTIONS INC | 792,812 | $39.4B | 0.90% | |
| 41 | PAYXPAYCHEX INC COM | 641,485 | $39.1B | 0.89% | |
| 42 | RLRALPH LAUREN CORP CL A | 414,663 | $37.5B | 0.86% | |
| 43 | VSATVIASAT INC COM | 553,370 | $36.6B | 0.84% | |
| 44 | —TCF FINL CORP COM | 1,851,880 | $36.3B | 0.83% | |
| 45 | ETRAE TRADE FINANCIAL CORP | 1,042,196 | $36.1B | 0.82% | |
| 46 | FUODOLBY LABORATORIES INC COM | 754,005 | $34.1B | 0.78% | |
| 47 | —IHS MARKIT LTD SHS | 865,989 | $30.7B | 0.70% | |
| 48 | QA4AGENTHERM INC COM | 812,706 | $27.5B | 0.63% | |
| 49 | URBNURBAN OUTFITTERS INC COM | 923,900 | $26.3B | 0.60% | |
| 50 | TREXTREX CO INC COM | 400,409 | $25.8B | 0.59% | |
| 51 | MYGNMYRIAD GENETICS INC COM | 1,368,635 | $22.8B | 0.52% | |
| 52 | IRBTQIROBOT CORP COM | 384,825 | $22.5B | 0.51% | |
| 53 | TRIPTRIPADVISOR INC COM | 481,225 | $22.3B | 0.51% | |
| 54 | CEVACEVA INC COM | 606,834 | $20.4B | 0.47% | |
| 55 | NLSUSDNAUTILUS INC COM | 1,038,663 | $19.2B | 0.44% | |
| 56 | —CYNOSURE INC CL A | 346,665 | $15.8B | 0.36% | |
| 57 | —CAPELLA EDUCATION COMPANY | 147,175 | $12.9B | 0.30% | |
| 58 | —ULTIMATE SOFTWARE GROUP INC | 66,425 | $12.1B | 0.28% | |
| 59 | SPSCSPS COMM INC COM | 149,350 | $10.4B | 0.24% | |
| 60 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 507,925 | $10.3B | 0.24% | |
| 61 | —PANHANDLE OIL AND GAS INC | 365,362 | $8.6B | 0.20% | |
| 62 | CARAEURCARA THERAPEUTICS INC COM | 888,125 | $8.3B | 0.19% | |
| 63 | CSGPCOSTAR GROUP INC COM | 42,699 | $8.0B | 0.18% | |
| 64 | PROPROS HOLDINGS INC COM | 324,875 | $7.0B | 0.16% | |
| 65 | MRCYMERCURY SYS INC COM | 230,275 | $7.0B | 0.16% | |
| 66 | MDXGMIMEDX GROUP INC COM | 732,825 | $6.5B | 0.15% | |
| 67 | —NIMBLE STORAGE INC COM | 792,075 | $6.3B | 0.14% | |
| 68 | SCOR1EURCOMSCORE INC COM | 198,550 | $6.3B | 0.14% | |
| 69 | —BOTTOMLINE TECHNOLOGIES DELINC | 240,370 | $6.0B | 0.14% | |
| 70 | —SPECTRANETICS CORP | 240,911 | $5.9B | 0.13% | |
| 71 | MTLSMATERIALISE NV SPONSORED ADS | 752,990 | $5.8B | 0.13% | |
| 72 | ZM3ZUMIEZ INC COM | 260,575 | $5.7B | 0.13% | |
| 73 | —VASCO DATA SEC INTL INC COM | 385,431 | $5.3B | 0.12% | |
| 74 | SU6SURMODICS INC | 192,277 | $4.9B | 0.11% | |
| 75 | NUVAGBPNUVASIVE INC COM | 68,760 | $4.6B | 0.11% | |
| 76 | IWOISHARES TR RUSL 2000 GROW | 28,373 | $4.4B | 0.10% | |
| 77 | —LUMBER LIQUIDATORS HLDGS INC C | 265,861 | $4.2B | 0.10% | |
| 78 | TRMBTRIMBLE INC | 124,535 | $3.8B | 0.09% | |
| 79 | —DESTINATION MATERNITY CORP | 661,379 | $3.4B | 0.08% | |
| 80 | —KEY TECHNOLOGY INC COM | 241,052 | $2.8B | 0.06% | |
| 81 | CRREURCARBO CERAMICS INC COM | 256,125 | $2.7B | 0.06% | |
| 82 | KRNTKORNIT DIGITAL LTD SHS | 204,471 | $2.6B | 0.06% | |
| 83 | SSYSSTRATASYS LTD SHS | 155,684 | $2.6B | 0.06% | |
| 84 | —ONCOMED PHARMACEUTICALS INC CO | 326,900 | $2.5B | 0.06% | |
| 85 | IWPISHARES TR RUS MD CP GR ETF | 6,622 | $645.0M | 0.01% | |
| 86 | AAPLAPPLE INC COM | 5,315 | $616.0M | 0.01% | |
| 87 | EMREMERSON ELEC CO COM | 6,750 | $376.0M | 0.01% | |
| 88 | CVXCHEVRON CORP NEW COM | 2,350 | $277.0M | 0.01% |