DISCIPLINED GROWTH INVESTORS INC /MN
CIK 1050442 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $5.9B
- Posisi
- 58
- Per tanggal
- 30 Juni 2026
#711 dari 9.443 berdasarkan nilai 13F · top 7.5%
Nilai portofolio QoQ: +20.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 49,43%
- Bobot 25 kepemilikan teratas
- 81,56%
- Posisi di atas 1%
- 31
- Jumlah posisi efektif
- 28,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 11,28% Perkiraan pembelian $608.715.333 · penjualan $791.787.490
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 71,6% masih dipegang
- Posisi baru
- 3
- Meningkat
- 27
- Menurun
- 27
- Tertutup
- 6
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +17.3% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 98,2% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
34,8%
Industrials
24,9%
Communications
12,4%
Consumer products
8,1%
Energy
7,2%
Health Care
4,2%
Communication Services
3,3%
Retail
2,4%
Consumer Discretionary
2,2%
Consumer Staples
0,7%
Portofolio lengkap 58 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| PLXS Plexus Corp. - Common Stock | $433.245.926 | 7,34% | 1.440.935 | $130.525.794 | Turun ×2 | ||
| VSAT ViaSat, Inc. - Common Stock | $425.862.181 | 7,21% | 4.741.812 | $166.602.671 | Turun ×2 | ||
| PSTG Everpure, Inc. Class A common stock | $366.115.502 | 6,20% | 4.646.725 | $90.588.988 | Turun ×6 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $315.175.792 | 5,34% | 1.326.832 | $6.268.166 | Turun ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $303.797.168 | 5,14% | 1.788.304 | $81.443.447 | Turun ×2 | ||
| CGNX Cognex Corporation - Common Stock | $299.798.160 | 5,08% | 4.139.715 | $88.059.706 | Turun ×2 | ||
| EXE Expand Energy Corporation - Common Stock | $214.016.273 | 3,62% | 2.346.927 | $-46.524.821 | Turun ×2 | ||
| PRLB Proto Labs, Inc. Common stock | $194.035.737 | 3,29% | 2.380.514 | $51.636.555 | Turun ×2 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $193.297.819 | 3,27% | 1.635.207 | $2.785.558 | Turun ×2 | ||
| DVN Devon Energy Corporation Common Stock | $174.346.240 | 2,95% | 4.219.415 | Naik ×1 | |||
| ALRM Alarm.com Holdings, Inc. - Common Stock | $167.519.886 | 2,84% | 3.585.614 | $26.332.381 | Naik ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $163.554.442 | 2,77% | 558.568 | $50.081.776 | Turun ×2 | ||
| POWI Power Integrations, Inc. - Common Stock | $158.462.571 | 2,68% | 1.891.864 | $58.152.965 | Turun ×2 | ||
| SMTC Semtech Corporation - Common Stock | $154.572.172 | 2,62% | 955.033 | $-15.104.682 | Turun ×2 | ||
| IDCC InterDigital, Inc. - Common Stock | $144.423.622 | 2,45% | 510.096 | $-23.726.354 | Turun ×6 | ||
| ZETA Zeta Global Holdings Corp. Class A Common Stock | $133.059.727 | 2,25% | 6.761.165 | $35.096.453 | Naik ×2 | ||
| ALGN Align Technology, Inc. - Common Stock | $132.090.801 | 2,24% | 783.178 | $-909.050 | Naik ×1 | ||
| SNA Snap-On Incorporated Common Stock | $122.804.633 | 2,08% | 305.180 | $10.988.082 | Turun ×2 | ||
| SPSC SPS Commerce, Inc. - Common Stock | $121.422.277 | 2,06% | 2.123.881 | $76.277.359 | Naik ×1 | ||
| GNTX Gentex Corporation - Common Stock | $115.268.739 | 1,95% | 4.561.485 | $16.513.119 | Naik ×1 | ||
| SN SharkNinja, Inc. Ordinary Shares | $108.982.913 | 1,85% | 715.721 | $63.718.182 | Naik ×1 | ||
| DV DoubleVerify Holdings, Inc. Common Stock | $105.030.283 | 1,78% | 9.689.140 | $67.903.324 | Naik ×4 | ||
| GTLB GitLab Inc. - Class A Common Stock | $101.006.108 | 1,71% | 3.308.421 | $81.323.511 | Naik ×1 | ||
| MNDY monday.com Ltd. - Ordinary Shares | $91.452.821 | 1,55% | 1.263.335 | $63.540.121 | Naik ×2 | ||
| SMCI Super Micro Computer, Inc. - Common Stock | $78.118.021 | 1,32% | 2.663.417 | $-35.439.589 | Turun ×2 | ||
| SFIX Stitch Fix, Inc. - Class A Common Stock | $77.720.314 | 1,32% | 18.910.052 | $15.696.938 | Naik ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $73.010.534 | 1,24% | 292.065 | $15.690.899 | Naik ×1 | ||
| DLB Dolby Laboratories Common Stock | $65.608.877 | 1,11% | 1.247.791 | $-10.534.170 | Turun ×5 | ||
| FND Floor & Decor Holdings, Inc. Common Stock | $65.509.191 | 1,11% | 1.103.591 | $10.043.668 | Naik ×1 | ||
| IPGP IPG Photonics Corporation - Common Stock | $62.277.386 | 1,05% | 530.833 | $1.689.413 | Naik ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $60.142.952 | 1,02% | 309.345 | $-12.097.674 | Naik ×1 | ||
| LGIH LGI Homes, Inc. - Common Stock | $51.903.626 | 0,88% | 815.069 | $23.378.738 | Naik ×2 | ||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $50.383.113 | 0,85% | 240.664 | $8.925.728 | Turun ×2 | ||
| KRNT Kornit Digital Ltd. - Ordinary Shares | $49.255.391 | 0,83% | 3.031.101 | $5.294.889 | Naik ×1 | ||
| IT Gartner, Inc. Common Stock | $44.678.329 | 0,76% | 344.687 | $-8.981.989 | Naik ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $43.636.418 | 0,74% | 478.469 | $-36.856.141 | Turun ×2 | ||
| CELH Celsius Holdings, Inc. - Common Stock | $42.939.222 | 0,73% | 1.466.503 | $-8.068.635 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $42.154.080 | 0,71% | 106.000 | $-7.153.871 | Turun ×2 | ||
| DT Dynatrace, Inc. Common Stock | $39.894.452 | 0,68% | 908.550 | $15.534.875 | Naik ×1 | ||
| CLB Core Laboratories Inc. Common Stock | $35.441.362 | 0,60% | 3.042.177 | $-47.452.799 | Turun ×3 | ||
| PGNY Progyny, Inc. - Common Stock | $34.066.465 | 0,58% | 1.181.632 | $24.310.334 | Naik ×1 | ||
| CEVA CEVA, Inc. - Common Stock | $31.257.742 | 0,53% | 662.802 | $22.842.701 | Naik ×1 | ||
| TREX Trex Company, Inc. Common Stock | $29.628.484 | 0,50% | 592.096 | $4.922.722 | Turun ×5 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $25.016.881 | 0,42% | 140.964 | Naik ×1 | |||
| GGG Graco Inc. Common Stock | $24.306.044 | 0,41% | 321.466 | $-3.408.451 | Turun ×2 | ||
| AIOT PowerFleet, Inc. - Common Stock | $23.970.438 | 0,41% | 6.258.600 | $1.436.628 | Turun ×2 | ||
| INTU Intuit Inc. - Common Stock | $22.450.959 | 0,38% | 86.019 | $-15.220.581 | Turun ×6 | ||
| WEAV Weave Communications, Inc. Common Stock | $17.963.465 | 0,30% | 2.998.909 | $7.446.585 | Naik ×1 | ||
| ZIP ZipRecruiter, Inc. Class A Common Stock | $15.343.571 | 0,26% | 4.091.619 | $7.585.025 | Turun ×2 | ||
| PAYX Paychex, Inc. - Common Stock | $14.919.857 | 0,25% | 151.732 | $1.746.697 | Naik ×1 | ||
| MTLS Materialise NV - American Depositary Shares | $14.803.837 | 0,25% | 1.992.441 | $9.195.025 | Naik ×1 | ||
| YETI YETI Holdings, Inc. Common Stock | $14.615.343 | 0,25% | 294.902 | $3.863.737 | Naik ×2 | ||
| AXGN Axogen, Inc. - Common Stock | $5.905.807 | 0,10% | 127.859 | $-606.391 | Turun ×2 | ||
| INMD InMode Ltd. - Ordinary Shares | $4.657.128 | 0,08% | 318.545 | $1.011.723 | Naik ×1 | ||
| GLOB Globant S.A. Common Shares | $2.904.042 | 0,05% | 100.347 | $-873.612 | Naik ×1 | ||
| MDXG MiMedx Group, Inc - Common Stock | $2.263.538 | 0,04% | 587.932 | $-260.773 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $287.045 | 0,00% | 992 | $35.285 | |||
| CCC CCC Intelligent Solutions Holdings Inc. - Common Stock | $180.017 | 0,00% | 34.887 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DV | $105.030.283 | 1,78% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VSAT | Dipangkas | -919K | +$166.6M |
| PLXS | Dipangkas | -54K | +$130.5M |
| PSTG | Dipangkas | -20K | +$90.6M |
| CGNX | Dipangkas | -182K | +$88.1M |
| ANET | Dipangkas | -23K | +$81.4M |
| SPSC | Beli lebih banyak | +1.3M | +$76.3M |
| DV | Beli lebih banyak | +5.8M | +$67.9M |
| SN | Beli lebih banyak | +288K | +$63.7M |
| MNDY | Beli lebih banyak | +859K | +$63.5M |
| POWI | Dipangkas | -67K | +$58.2M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CTRA | 30 Juni 2026 | 6.395.098 | $224.723.744 | Tidak lagi dilacak |
| MSM | 30 Juni 2025 | 618.116 | $48.009.070 | 39,5% |
| LSTR | 30 Sep. 2025 | 309.783 | $43.066.033 | 50,2% |
| STRA | 30 Juni 2025 | 474.788 | $39.863.200 | -3,8% |
| UAA | 30 Sep. 2025 | 5.275.757 | $36.033.420 | 6,6% |
| THRM | 30 Juni 2025 | 1.190.008 | $31.820.814 | 47,9% |
| RCL | 30 Juni 2025 | 100.217 | $20.588.580 | -6,6% |
| GEOS | 30 Juni 2026 | 1.101.426 | $13.437.397 | -18,6% |
| PRO | 31 Des. 2025 | 501.748 | $11.495.047 | Tidak lagi dilacak |
| MLKN | 30 Juni 2026 | 498.550 | $7.209.033 | 12,2% |
| EGAN | 30 Juni 2026 | 912.349 | $7.198.434 | 14,4% |
| CTLP | 31 Des. 2025 | 467.877 | $4.945.460 | Tidak lagi dilacak |
| MYGN | 30 Sep. 2025 | 753.956 | $4.003.506 | -56,6% |
| FOXF | 31 Des. 2025 | 127.462 | $3.096.052 | 27,7% |
| SRDX | 30 Sep. 2025 | 100.620 | $2.989.420 | Tidak lagi dilacak |
| VRNT | 31 Des. 2025 | 143.143 | $2.898.646 | Tidak lagi dilacak |
| SSTI | 30 Juni 2026 | 196.468 | $1.300.618 | -32,4% |
| SRI | 30 Juni 2026 | 197.087 | $951.930 | -2,9% |
| CHRS | 31 Maret 2025 | 566.746 | $782.109 | 67,3% |
| MSFT | 31 Maret 2026 | 672 | $324.993 | 30,2% |
| AVGO | 31 Maret 2026 | 893 | $309.067 | 20,4% |
| AVGO | 31 Maret 2025 | 1.206 | $279.599 | 122,6% |
| AMZN | 31 Maret 2025 | 1.260 | $276.431 | 35,5% |
| BAC | 30 Sep. 2025 | 5.000 | $236.600 | 21,0% |