DISCIPLINED GROWTH INVESTORS INC /MN Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$6.1T
Holdings
86
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TJXTJX COS INC NEW COM | 4,606,446 | $281.3B | 4.63% | |
| 2 | AFWALIGN TECHNOLOGY INC | 948,136 | $264.6B | 4.36% | |
| 3 | UIUBIQUITI INC | 1,270,776 | $240.2B | 3.96% | |
| 4 | INTUINTUIT COM | 889,232 | $232.9B | 3.84% | |
| 5 | PLXSPLEXUS CORP COM | 2,895,070 | $222.7B | 3.67% | |
| 6 | OTXOPEN TEXT CORP COM | 4,958,043 | $218.5B | 3.60% | |
| 7 | EWEDWARDS LIFESCIENCES CORP COM | 920,786 | $214.8B | 3.54% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 326,112 | $192.8B | 3.18% | |
| 9 | SL2SLEEP NUMBER CORPORATION | 3,584,720 | $176.5B | 2.91% | |
| 10 | MIDDMIDDLEBY CORP COM | 1,563,863 | $171.3B | 2.82% | |
| 11 | PWIPOWER INTEGRATIONS INC COM | 1,710,899 | $169.2B | 2.79% | |
| 12 | ADSKAUTODESK INC COM | 920,164 | $168.8B | 2.78% | |
| 13 | CTRACABOT OIL & GAS CORP | 9,192,446 | $160.0B | 2.64% | |
| 14 | GRMNGARMIN LTD SHS | 1,566,731 | $152.8B | 2.52% | |
| 15 | FDSFACTSET RESH SYS INC COM | 537,284 | $144.2B | 2.38% | |
| 16 | AKAMAKAMAI TECHNOLOGIES COM | 1,614,766 | $139.5B | 2.30% | |
| 17 | RCLROYAL CARIBBEAN CRUISES LTD CO | 1,034,337 | $138.1B | 2.28% | |
| 18 | FUODOLBY LABORATORIES INC COM CL | 1,816,469 | $125.0B | 2.06% | |
| 19 | —STAMPS COM INC COM NEW | 1,496,048 | $125.0B | 2.06% | |
| 20 | GNTXGENTEX CORP COM | 4,255,363 | $123.3B | 2.03% | |
| 21 | SMCIUSDSUPER MICRO COMPUTER INC COM | 5,095,039 | $122.4B | 2.02% | |
| 22 | JBLUJETBLUE AWYS CORP COM | 6,471,827 | $121.2B | 2.00% | |
| 23 | CGNXCOGNEX CORP COM | 2,024,599 | $113.5B | 1.87% | |
| 24 | RPREALPAGE INC COM | 2,072,615 | $111.4B | 1.84% | |
| 25 | LSTRLANDSTAR SYS INC COM | 925,444 | $105.4B | 1.74% | |
| 26 | VAREURVARIAN MED SYS INC COM | 740,577 | $105.2B | 1.73% | |
| 27 | VSATVIASAT INC COM | 1,390,711 | $101.8B | 1.68% | |
| 28 | MCHPMICROCHIP TECHNOLOGY INC COM | 941,031 | $98.5B | 1.62% | |
| 29 | UAAUNDER ARMOUR INC CL A | 4,491,711 | $97.0B | 1.60% | |
| 30 | PRLBPROTO LABS INC COM | 920,274 | $93.5B | 1.54% | |
| 31 | QA4AGENTHERM INC COM | 1,841,044 | $81.7B | 1.35% | |
| 32 | JWNUSDNORDSTROM INC COM | 1,912,141 | $78.3B | 1.29% | |
| 33 | MYGNMYRIAD GENETICS INC COM | 2,858,015 | $77.8B | 1.28% | |
| 34 | GGGGRACO INC COM | 1,355,852 | $70.5B | 1.16% | |
| 35 | DLXDELUXE CORP COM | 1,409,346 | $70.4B | 1.16% | |
| 36 | —IHS MARKIT LTD SHS | 812,761 | $61.2B | 1.01% | |
| 37 | TREXTREX CO INC COM | 654,668 | $58.8B | 0.97% | |
| 38 | —PLANTRONICS INC NEW COM | 2,133,417 | $58.3B | 0.96% | |
| 39 | PSTGPURE STORAGE INC CL A | 3,134,734 | $53.6B | 0.88% | |
| 40 | IPGPIPG PHOTONICS CORP COM | 365,894 | $53.0B | 0.87% | |
| 41 | PAYXPAYCHEX INC COM | 592,804 | $50.4B | 0.83% | |
| 42 | RLRALPH LAUREN CORP | 393,865 | $46.2B | 0.76% | |
| 43 | MANHMANHATTAN ASSOCS INC COM | 560,935 | $44.7B | 0.74% | |
| 44 | MSMMSC INDL DIRECT INC CL A | 560,545 | $44.0B | 0.72% | |
| 45 | TCFTCF FINANCIAL CORP NEW | 898,413 | $42.0B | 0.69% | |
| 46 | SWN1EURSOUTHWESTERN ENERGY CO COM | 16,762,932 | $40.6B | 0.67% | |
| 47 | CAKECHEESECAKE FACTORY INC COM | 990,200 | $38.5B | 0.63% | |
| 48 | CLBCORE LABORATORIES N V COM | 755,810 | $28.5B | 0.47% | |
| 49 | URBNURBAN OUTFITTERS INC COM | 951,625 | $26.4B | 0.44% | |
| 50 | SYNASYNAPTICS INC COM | 284,294 | $18.7B | 0.31% | |
| 51 | IRBTQIROBOT CORP COM | 368,763 | $18.7B | 0.31% | |
| 52 | STRASTRATEGIC EDUCATION INC | 116,529 | $18.5B | 0.31% | |
| 53 | STXSEAGATE TECHNOLOGY PLC SHS | 265,546 | $15.8B | 0.26% | |
| 54 | SPSCSPS COMM INC COM | 280,941 | $15.6B | 0.26% | |
| 55 | CEVACEVA INC COM | 574,372 | $15.5B | 0.26% | |
| 56 | MTLSMATERIALISE NV SPONSORED ADS | 839,158 | $15.4B | 0.25% | |
| 57 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 903,594 | $15.2B | 0.25% | |
| 58 | TRIPTRIPADVISOR INC | 479,260 | $14.6B | 0.24% | |
| 59 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,106,802 | $14.4B | 0.24% | |
| 60 | CARAEURCARA THERAPEUTICS INC COM | 838,914 | $13.5B | 0.22% | |
| 61 | CSGPCOSTAR GROUP INC COM | 20,614 | $12.3B | 0.20% | |
| 62 | PROPROS HOLDINGS INC COM | 189,870 | $11.4B | 0.19% | |
| 63 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 1,852,362 | $11.2B | 0.19% | |
| 64 | —BOTTOMLINE TECHNOLOGIES DELINC | 207,150 | $11.1B | 0.18% | |
| 65 | SFIXSTITCH FIX INC COM CL A | 329,571 | $8.5B | 0.14% | |
| 66 | —ATTUNITY LTD SHS NEW | 349,523 | $8.2B | 0.14% | |
| 67 | ZM3ZUMIEZ INC COM | 234,513 | $8.1B | 0.13% | |
| 68 | SU6SURMODICS INC | 176,039 | $7.3B | 0.12% | |
| 69 | —ACACIA COMMUNICATIONS INC | 106,378 | $7.2B | 0.12% | |
| 70 | —CHANNELADVISOR CORP | 705,476 | $6.4B | 0.11% | |
| 71 | OSPNONESPAN INC COM | 344,735 | $5.9B | 0.10% | |
| 72 | KRNTKORNIT DIGITAL LTD SHS | 159,672 | $5.5B | 0.09% | |
| 73 | NUVAGBPNUVASIVE INC COM | 58,036 | $4.5B | 0.07% | |
| 74 | DLTHDULUTH HLDGS INC COM CL B | 381,538 | $4.0B | 0.07% | |
| 75 | —PANHANDLE OIL AND GAS INC | 357,581 | $4.0B | 0.07% | |
| 76 | MDXGMIMEDX GROUP INC COM | 481,444 | $3.6B | 0.06% | |
| 77 | —FLOTEK INDS INC | 1,637,093 | $3.3B | 0.05% | |
| 78 | SSYSSTRATASYS LTD SHS | 141,368 | $2.9B | 0.05% | |
| 79 | IWPISHARES TR RUS MD CP GR ETF | 15,463 | $2.4B | 0.04% | |
| 80 | CASA1EURCASA SYS INC COM | 537,360 | $2.2B | 0.04% | |
| 81 | —LUMBER LIQUIDATORS HLDGS INC C | 221,027 | $2.2B | 0.04% | |
| 82 | —ULTRA PETROLEUM CORP | 18,315,255 | $1.9B | 0.03% | |
| 83 | NLSUSDNAUTILUS INC COM | 908,437 | $1.6B | 0.03% | |
| 84 | IWOISHARES TR RUSL 2000 GROW | 5,058 | $1.1B | 0.02% | |
| 85 | EMREMERSON ELEC CO COM | 4,500 | $343.0M | 0.01% | |
| 86 | CVXCHEVRON CORP NEW COM | 1,950 | $235.0M | 0.00% |