DISCIPLINED GROWTH INVESTORS INC /MN Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$5.3T
Holdings
65
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC CL A | 5,629,496 | $345.8B | 6.58% | |
| 2 | GRMNGARMIN LTD SHS | 1,420,035 | $292.9B | 5.57% | |
| 3 | EXEEXPAND ENERGY CORPORATION COM | 2,736,972 | $272.5B | 5.18% | |
| 4 | ANETARISTA NETWORKS INC COM SHS | 2,405,303 | $265.9B | 5.06% | |
| 5 | PLXSPLEXUS CORP COM | 1,677,113 | $262.4B | 4.99% | |
| 6 | SMCISUPER MICRO COMPUTER INC COM N | 7,390,816 | $225.3B | 4.28% | |
| 7 | IDIINTERDIGITAL INC COM | 1,114,983 | $216.0B | 4.11% | |
| 8 | ALRMALARM COM HLDGS INC COM | 2,941,556 | $178.8B | 3.40% | |
| 9 | SMTCSEMTECH CORP COM | 2,692,955 | $166.6B | 3.17% | |
| 10 | AFWALIGN TECHNOLOGY INC | 787,596 | $164.2B | 3.12% | |
| 11 | AKAMAKAMAI TECHNOLOGIES COM | 1,610,018 | $154.0B | 2.93% | |
| 12 | CTRACOTERRA ENERGY INC COM | 5,612,080 | $143.3B | 2.73% | |
| 13 | GNTXGENTEX CORP COM | 4,782,808 | $137.4B | 2.61% | |
| 14 | CGNXCOGNEX CORP COM | 3,806,550 | $136.5B | 2.60% | |
| 15 | RCLROYAL CARIBBEAN GROUP | 583,402 | $134.6B | 2.56% | |
| 16 | SNASNAP ON INC COM | 396,105 | $134.5B | 2.56% | |
| 17 | PWIPOWER INTEGRATIONS INC COM | 2,099,892 | $129.6B | 2.46% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 243,644 | $127.2B | 2.42% | |
| 19 | INTUINTUIT COM | 194,217 | $122.1B | 2.32% | |
| 20 | FUODOLBY LABORATORIES INC COM CL | 1,528,838 | $119.4B | 2.27% | |
| 21 | FNDFLOOR & DECOR HLDGS INC CL A | 1,196,282 | $119.3B | 2.27% | |
| 22 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,869,452 | $107.2B | 2.04% | |
| 23 | ADSKAUTODESK INC COM | 355,801 | $105.2B | 2.00% | |
| 24 | CLBCORE LABORATORIES INC | 5,503,651 | $95.3B | 1.81% | |
| 25 | PRLBPROTO LABS INC COM | 2,173,699 | $85.0B | 1.62% | |
| 26 | LGIHLGI HOMES INC COM | 930,262 | $83.2B | 1.58% | |
| 27 | SFIXSTITCH FIX INC COM CL A | 16,509,280 | $71.2B | 1.35% | |
| 28 | GNRCGENERAC HLDGS INC COM | 410,697 | $63.7B | 1.21% | |
| 29 | KRNTKORNIT DIGITAL LTD SHS | 2,013,833 | $62.3B | 1.19% | |
| 30 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 329,199 | $60.6B | 1.15% | |
| 31 | LSTRLANDSTAR SYS INC COM | 327,459 | $56.3B | 1.07% | |
| 32 | AIOTPOWERFLEET INC | 8,387,851 | $55.9B | 1.06% | |
| 33 | UAAUNDER ARMOUR INC CL A | 5,973,188 | $49.5B | 0.94% | |
| 34 | MSMMSC INDL DIRECT INC CL A COM | 642,144 | $48.0B | 0.91% | |
| 35 | QA4AGENTHERM INC COM | 1,187,316 | $47.4B | 0.90% | |
| 36 | STRASTRATEGIC ED INC COM | 435,530 | $40.7B | 0.77% | |
| 37 | IPGPIPG PHOTONICS CORP COM | 556,114 | $40.4B | 0.77% | |
| 38 | GGGGRACO INC COM | 417,722 | $35.2B | 0.67% | |
| 39 | MYGNMYRIAD GENETICS INC COM | 2,556,579 | $35.1B | 0.67% | |
| 40 | VSATVIASAT INC COM | 3,938,494 | $33.5B | 0.64% | |
| 41 | SPSCSPS COMM INC COM | 154,794 | $28.5B | 0.54% | |
| 42 | TREXTREX CO INC COM | 379,237 | $26.2B | 0.50% | |
| 43 | PAYXPAYCHEX INC COM | 167,190 | $23.4B | 0.45% | |
| 44 | DVDOUBLEVERIFY HLDGS INC COM | 1,190,599 | $22.9B | 0.43% | |
| 45 | CTLPCANTALOUPE INC COM | 1,570,398 | $14.9B | 0.28% | |
| 46 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,425,514 | $14.3B | 0.27% | |
| 47 | CEVACEVA INC COM | 447,916 | $14.1B | 0.27% | |
| 48 | PGNYPROGYNY INC COM | 659,987 | $11.4B | 0.22% | |
| 49 | MTLSMATERIALISE NV SPONSORED ADS | 1,559,900 | $11.0B | 0.21% | |
| 50 | PROPROS HOLDINGS INC COM | 492,999 | $10.8B | 0.21% | |
| 51 | SU6SURMODICS INC COM | 229,584 | $9.1B | 0.17% | |
| 52 | MLKNMILLERKNOLL INC COM | 366,775 | $8.3B | 0.16% | |
| 53 | ZIPZIPRECRUITER INC CL A | 1,010,084 | $7.3B | 0.14% | |
| 54 | EGANEGAIN CORP COM NEW | 1,009,621 | $6.3B | 0.12% | |
| 55 | SSTISOUNDTHINKING INC COM | 449,683 | $5.9B | 0.11% | |
| 56 | VTYVERINT SYS INC COM | 193,686 | $5.3B | 0.10% | |
| 57 | INMDINMODE LTD SHS | 303,779 | $5.1B | 0.10% | |
| 58 | FOXFFOX FACTORY HLDG CORP COM | 135,426 | $4.1B | 0.08% | |
| 59 | MDXGMIMEDX GROUP INC COM | 347,946 | $3.3B | 0.06% | |
| 60 | SRISTONERIDGE INC COM | 226,545 | $1.4B | 0.03% | |
| 61 | CHRSCOHERUS BIOSCIENCES INC COM | 566,746 | $782.1M | 0.01% | |
| 62 | AAPLAPPLE INC COM | 1,464 | $366.6M | 0.01% | |
| 63 | MSFTMICROSOFT CORP COM | 679 | $286.2M | 0.01% | |
| 64 | AVGOBROADCOM INC COM | 1,206 | $279.6M | 0.01% | |
| 65 | AMZNAMAZON COM INC COM | 1,260 | $276.4M | 0.01% |