DISCIPLINED GROWTH INVESTORS INC /MN Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$5.2T
Holdings
83
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 483,123 | $258.2B | 4.98% | |
| 2 | SL2SLEEP NUMBER CORPORATION | 2,495,455 | $204.3B | 3.94% | |
| 3 | —STAMPS COM INC COM NEW | 990,262 | $194.3B | 3.75% | |
| 4 | SFIXSTITCH FIX INC COM CL A | 3,152,936 | $185.1B | 3.57% | |
| 5 | PWIPOWER INTEGRATIONS INC COM | 2,251,462 | $184.3B | 3.55% | |
| 6 | ADSKAUTODESK INC COM | 592,966 | $181.1B | 3.49% | |
| 7 | GRMNGARMIN LTD SHS | 1,458,720 | $174.6B | 3.37% | |
| 8 | FUODOLBY LABORATORIES INC COM CL | 1,702,024 | $165.3B | 3.19% | |
| 9 | INTUINTUIT COM | 431,346 | $163.8B | 3.16% | |
| 10 | PLXSPLEXUS CORP COM | 1,972,788 | $154.3B | 2.98% | |
| 11 | TJXTJX COS INC NEW COM | 2,214,055 | $151.2B | 2.92% | |
| 12 | GNTXGENTEX CORP COM | 4,277,212 | $145.1B | 2.80% | |
| 13 | ALRMALARM COM HLDGS INC COM | 1,339,272 | $138.5B | 2.67% | |
| 14 | AKAMAKAMAI TECHNOLOGIES COM | 1,282,919 | $134.7B | 2.60% | |
| 15 | PSTGPURE STORAGE INC CL A | 5,584,658 | $126.3B | 2.44% | |
| 16 | OTXOPEN TEXT CORP COM | 2,533,925 | $115.2B | 2.22% | |
| 17 | SMCIUSDSUPER MICRO COMPUTER INC COM | 3,618,193 | $114.6B | 2.21% | |
| 18 | MIDDMIDDLEBY CORP COM | 875,080 | $112.8B | 2.18% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 134,938 | $110.4B | 2.13% | |
| 20 | CGNXCOGNEX CORP COM | 1,347,153 | $108.2B | 2.09% | |
| 21 | CTRACABOT OIL & GAS CORP | 6,162,118 | $100.3B | 1.93% | |
| 22 | PRLBPROTO LABS INC COM | 621,477 | $95.3B | 1.84% | |
| 23 | RPREALPAGE INC COM | 1,052,087 | $91.8B | 1.77% | |
| 24 | STRASTRATEGIC EDUCATION INC | 959,050 | $91.4B | 1.76% | |
| 25 | SWN1EURSOUTHWESTERN ENERGY CO COM | 29,061,016 | $86.6B | 1.67% | |
| 26 | QA4AGENTHERM INC COM | 1,300,732 | $84.8B | 1.64% | |
| 27 | UIUBIQUITI INC | 303,764 | $84.6B | 1.63% | |
| 28 | VSATVIASAT INC COM | 2,571,520 | $84.0B | 1.62% | |
| 29 | MCHPMICROCHIP TECHNOLOGY INC COM | 595,602 | $82.3B | 1.59% | |
| 30 | LSTRLANDSTAR SYS INC COM | 597,384 | $80.4B | 1.55% | |
| 31 | —PLANTRONICS INC NEW COM | 2,883,930 | $78.0B | 1.50% | |
| 32 | UAAUNDER ARMOUR INC CL A | 4,480,449 | $76.9B | 1.48% | |
| 33 | RCLROYAL CARIBBEAN GROUP | 1,009,746 | $75.4B | 1.45% | |
| 34 | JBLUJETBLUE AWYS CORP COM | 4,414,706 | $64.2B | 1.24% | |
| 35 | MANHMANHATTAN ASSOCS INC COM | 574,962 | $60.5B | 1.17% | |
| 36 | GGGGRACO INC COM | 815,088 | $59.0B | 1.14% | |
| 37 | FDSFACTSET RESH SYS INC COM | 163,370 | $54.3B | 1.05% | |
| 38 | TREXTREX CO INC COM | 644,002 | $53.9B | 1.04% | |
| 39 | IPGPIPG PHOTONICS CORP COM | 234,096 | $52.4B | 1.01% | |
| 40 | JWNUSDNORDSTROM INC COM | 1,621,413 | $50.6B | 0.98% | |
| 41 | —IHS MARKIT LTD SHS | 516,930 | $46.4B | 0.90% | |
| 42 | MYGNMYRIAD GENETICS INC COM | 2,078,075 | $41.1B | 0.79% | |
| 43 | SNASNAP ON INC COM | 223,916 | $38.3B | 0.74% | |
| 44 | PAYXPAYCHEX INC COM | 380,839 | $35.5B | 0.68% | |
| 45 | VAREURVARIAN MED SYS INC COM | 190,865 | $33.4B | 0.64% | |
| 46 | KRNTKORNIT DIGITAL LTD SHS | 365,300 | $32.6B | 0.63% | |
| 47 | MSMMSC INDL DIRECT INC CL A | 352,363 | $29.7B | 0.57% | |
| 48 | DLXDELUXE CORP COM | 943,375 | $27.5B | 0.53% | |
| 49 | MIXTMIX TELEMATICS LTD SPONSORED A | 1,919,349 | $24.2B | 0.47% | |
| 50 | IRBTQIROBOT CORP COM | 299,459 | $24.0B | 0.46% | |
| 51 | SPSCSPS COMM INC COM | 219,835 | $23.9B | 0.46% | |
| 52 | CEVACEVA INC COM | 459,680 | $20.9B | 0.40% | |
| 53 | ANETEURARISTA NETWORKS INC COM | 65,012 | $18.9B | 0.36% | |
| 54 | —CHANNELADVISOR CORP | 1,067,336 | $17.1B | 0.33% | |
| 55 | RDHLGBPREDHILL BIOPHARMA LTD SPONSORE | 2,029,195 | $16.4B | 0.32% | |
| 56 | CLBCORE LABORATORIES N V COM | 498,145 | $13.2B | 0.25% | |
| 57 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,356,681 | $11.6B | 0.22% | |
| 58 | CFRCULLEN FROST BANKERS INC | 127,148 | $11.1B | 0.21% | |
| 59 | DLTHDULUTH HLDGS INC COM CL B | 1,034,989 | $10.9B | 0.21% | |
| 60 | CARAEURCARA THERAPEUTICS INC COM | 689,899 | $10.4B | 0.20% | |
| 61 | —BOTTOMLINE TECHNOLOGIES DELINC | 166,047 | $8.8B | 0.17% | |
| 62 | PROPROS HOLDINGS INC COM | 157,347 | $8.0B | 0.15% | |
| 63 | CHRSCOHERUS BIOSCIENCES INC COM | 458,443 | $8.0B | 0.15% | |
| 64 | ZM3ZUMIEZ INC COM | 194,456 | $7.2B | 0.14% | |
| 65 | SU6SURMODICS INC | 142,295 | $6.2B | 0.12% | |
| 66 | OSPNONESPAN INC COM | 272,025 | $5.6B | 0.11% | |
| 67 | SRISTONERIDGE INC COM | 166,583 | $5.0B | 0.10% | |
| 68 | MDXGMIMEDX GROUP INC COM | 354,501 | $3.2B | 0.06% | |
| 69 | TCFTCF FINANCIAL CORP NEW | 84,137 | $3.1B | 0.06% | |
| 70 | CASA1EURCASA SYS INC COM | 496,743 | $3.1B | 0.06% | |
| 71 | —FLOTEK INDS INC | 1,391,118 | $2.9B | 0.06% | |
| 72 | NUVAGBPNUVASIVE INC COM | 42,240 | $2.4B | 0.05% | |
| 73 | SSYSSTRATASYS LTD SHS | 114,091 | $2.4B | 0.05% | |
| 74 | MLKNMILLER HERMAN INC | 49,896 | $1.7B | 0.03% | |
| 75 | EMREMERSON ELEC CO COM | 4,500 | $362.0M | 0.01% | |
| 76 | AAPLAPPLE INC COM | 2,727 | $362.0M | 0.01% | |
| 77 | EWEDWARDS LIFESCIENCES CORP COM | 2,745 | $250.0M | 0.00% | |
| 78 | VKTXVIKING THERAPEUTICS INC | 20,000 | $113.0M | 0.00% | |
| 79 | ETENERGY TRANSFER LP COM UT LTD | 11,452 | $71.0M | 0.00% | |
| 80 | CLVSEURCLOVIS ONCOLOGY INC | 14,000 | $67.0M | 0.00% | |
| 81 | LABFLUIDIGM CORP | 10,000 | $60.0M | 0.00% | |
| 82 | 0E41ENLINK MIDSTREAM LLC COM UNIT | 15,637 | $58.0M | 0.00% | |
| 83 | TELLEURTELLURIAN INC | 25,000 | $32.0M | 0.00% |