DISCIPLINED GROWTH INVESTORS INC /MN
CIK 1050442 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $5.9B
- 持仓
- 58
- 截至
- 2026年6月30日
按 13F 价值排名第 711（共 9443） · 前 7.5%
投资组合价值同比（季度）：+20.9% 13F不披露现金
- 前十大持仓权重
- 49.43%
- 前二十五大持仓权重
- 81.56%
- 持仓高于 1%
- 31
- 有效持仓数量
- 28.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 11.28% 估计买入 $608715333 · 卖出 $791787490
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 71.6% 仍持有
- 新仓位
- 3
- 增加
- 27
- 减少
- 27
- 已结清
- 6
本页内容
与标普500指数的表现对比
年化：+17.3% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：98.2% · 已排除期权：0.0%
行业细分
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%
完整投资组合 58 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| PLXS Plexus Corp. - Common Stock | $433245926 | 7.34% | 1440935 | $130525794 | 下跌 ×2 | ||
| VSAT ViaSat, Inc. - Common Stock | $425862181 | 7.21% | 4741812 | $166602671 | 下跌 ×2 | ||
| PSTG Everpure, Inc. Class A common stock | $366115502 | 6.20% | 4646725 | $90588988 | 下跌 ×6 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $315175792 | 5.34% | 1326832 | $6268166 | 下跌 ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $303797168 | 5.14% | 1788304 | $81443447 | 下跌 ×2 | ||
| CGNX Cognex Corporation - Common Stock | $299798160 | 5.08% | 4139715 | $88059706 | 下跌 ×2 | ||
| EXE Expand Energy Corporation - Common Stock | $214016273 | 3.62% | 2346927 | $-46524821 | 下跌 ×2 | ||
| PRLB Proto Labs, Inc. Common stock | $194035737 | 3.29% | 2380514 | $51636555 | 下跌 ×2 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $193297819 | 3.27% | 1635207 | $2785558 | 下跌 ×2 | ||
| DVN Devon Energy Corporation Common Stock | $174346240 | 2.95% | 4219415 | 上涨 ×1 | |||
| ALRM Alarm.com Holdings, Inc. - Common Stock | $167519886 | 2.84% | 3585614 | $26332381 | 上涨 ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $163554442 | 2.77% | 558568 | $50081776 | 下跌 ×2 | ||
| POWI Power Integrations, Inc. - Common Stock | $158462571 | 2.68% | 1891864 | $58152965 | 下跌 ×2 | ||
| SMTC Semtech Corporation - Common Stock | $154572172 | 2.62% | 955033 | $-15104682 | 下跌 ×2 | ||
| IDCC InterDigital, Inc. - Common Stock | $144423622 | 2.45% | 510096 | $-23726354 | 下跌 ×6 | ||
| ZETA Zeta Global Holdings Corp. Class A Common Stock | $133059727 | 2.25% | 6761165 | $35096453 | 上涨 ×2 | ||
| ALGN Align Technology, Inc. - Common Stock | $132090801 | 2.24% | 783178 | $-909050 | 上涨 ×1 | ||
| SNA Snap-On Incorporated Common Stock | $122804633 | 2.08% | 305180 | $10988082 | 下跌 ×2 | ||
| SPSC SPS Commerce, Inc. - Common Stock | $121422277 | 2.06% | 2123881 | $76277359 | 上涨 ×1 | ||
| GNTX Gentex Corporation - Common Stock | $115268739 | 1.95% | 4561485 | $16513119 | 上涨 ×1 | ||
| SN SharkNinja, Inc. Ordinary Shares | $108982913 | 1.85% | 715721 | $63718182 | 上涨 ×1 | ||
| DV DoubleVerify Holdings, Inc. Common Stock | $105030283 | 1.78% | 9689140 | $67903324 | 上涨 ×4 | ||
| GTLB GitLab Inc. - Class A Common Stock | $101006108 | 1.71% | 3308421 | $81323511 | 上涨 ×1 | ||
| MNDY monday.com Ltd. - Ordinary Shares | $91452821 | 1.55% | 1263335 | $63540121 | 上涨 ×2 | ||
| SMCI Super Micro Computer, Inc. - Common Stock | $78118021 | 1.32% | 2663417 | $-35439589 | 下跌 ×2 | ||
| SFIX Stitch Fix, Inc. - Class A Common Stock | $77720314 | 1.32% | 18910052 | $15696938 | 上涨 ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $73010534 | 1.24% | 292065 | $15690899 | 上涨 ×1 | ||
| DLB Dolby Laboratories Common Stock | $65608877 | 1.11% | 1247791 | $-10534170 | 下跌 ×5 | ||
| FND Floor & Decor Holdings, Inc. Common Stock | $65509191 | 1.11% | 1103591 | $10043668 | 上涨 ×1 | ||
| IPGP IPG Photonics Corporation - Common Stock | $62277386 | 1.05% | 530833 | $1689413 | 上涨 ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $60142952 | 1.02% | 309345 | $-12097674 | 上涨 ×1 | ||
| LGIH LGI Homes, Inc. - Common Stock | $51903626 | 0.88% | 815069 | $23378738 | 上涨 ×2 | ||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $50383113 | 0.85% | 240664 | $8925728 | 下跌 ×2 | ||
| KRNT Kornit Digital Ltd. - Ordinary Shares | $49255391 | 0.83% | 3031101 | $5294889 | 上涨 ×1 | ||
| IT Gartner, Inc. Common Stock | $44678329 | 0.76% | 344687 | $-8981989 | 上涨 ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $43636418 | 0.74% | 478469 | $-36856141 | 下跌 ×2 | ||
| CELH Celsius Holdings, Inc. - Common Stock | $42939222 | 0.73% | 1466503 | $-8068635 | 上涨 ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $42154080 | 0.71% | 106000 | $-7153871 | 下跌 ×2 | ||
| DT Dynatrace, Inc. Common Stock | $39894452 | 0.68% | 908550 | $15534875 | 上涨 ×1 | ||
| CLB Core Laboratories Inc. Common Stock | $35441362 | 0.60% | 3042177 | $-47452799 | 下跌 ×3 | ||
| PGNY Progyny, Inc. - Common Stock | $34066465 | 0.58% | 1181632 | $24310334 | 上涨 ×1 | ||
| CEVA CEVA, Inc. - Common Stock | $31257742 | 0.53% | 662802 | $22842701 | 上涨 ×1 | ||
| TREX Trex Company, Inc. Common Stock | $29628484 | 0.50% | 592096 | $4922722 | 下跌 ×5 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $25016881 | 0.42% | 140964 | 上涨 ×1 | |||
| GGG Graco Inc. Common Stock | $24306044 | 0.41% | 321466 | $-3408451 | 下跌 ×2 | ||
| AIOT PowerFleet, Inc. - Common Stock | $23970438 | 0.41% | 6258600 | $1436628 | 下跌 ×2 | ||
| INTU Intuit Inc. - Common Stock | $22450959 | 0.38% | 86019 | $-15220581 | 下跌 ×6 | ||
| WEAV Weave Communications, Inc. Common Stock | $17963465 | 0.30% | 2998909 | $7446585 | 上涨 ×1 | ||
| ZIP ZipRecruiter, Inc. Class A Common Stock | $15343571 | 0.26% | 4091619 | $7585025 | 下跌 ×2 | ||
| PAYX Paychex, Inc. - Common Stock | $14919857 | 0.25% | 151732 | $1746697 | 上涨 ×1 | ||
| MTLS Materialise NV - American Depositary Shares | $14803837 | 0.25% | 1992441 | $9195025 | 上涨 ×1 | ||
| YETI YETI Holdings, Inc. Common Stock | $14615343 | 0.25% | 294902 | $3863737 | 上涨 ×2 | ||
| AXGN Axogen, Inc. - Common Stock | $5905807 | 0.10% | 127859 | $-606391 | 下跌 ×2 | ||
| INMD InMode Ltd. - Ordinary Shares | $4657128 | 0.08% | 318545 | $1011723 | 上涨 ×1 | ||
| GLOB Globant S.A. Common Shares | $2904042 | 0.05% | 100347 | $-873612 | 上涨 ×1 | ||
| MDXG MiMedx Group, Inc - Common Stock | $2263538 | 0.04% | 587932 | $-260773 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $287045 | 0.00% | 992 | $35285 | |||
| CCC CCC Intelligent Solutions Holdings Inc. - Common Stock | $180017 | 0.00% | 34887 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DV | $105030283 | 1.78% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VSAT | 削减 | -919K | +$166.6M |
| PLXS | 削减 | -54K | +$130.5M |
| PSTG | 削减 | -20K | +$90.6M |
| CGNX | 削减 | -182K | +$88.1M |
| ANET | 削减 | -23K | +$81.4M |
| SPSC | 增持 | +1.3M | +$76.3M |
| DV | 增持 | +5.8M | +$67.9M |
| SN | 增持 | +288K | +$63.7M |
| MNDY | 增持 | +859K | +$63.5M |
| POWI | 削减 | -67K | +$58.2M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CTRA | 2026年6月30日 | 6395098 | $224723744 | 不再跟踪 |
| MSM | 2025年6月30日 | 618116 | $48009070 | 39.5% |
| LSTR | 2025年9月30日 | 309783 | $43066033 | 50.2% |
| STRA | 2025年6月30日 | 474788 | $39863200 | -3.8% |
| UAA | 2025年9月30日 | 5275757 | $36033420 | 6.6% |
| THRM | 2025年6月30日 | 1190008 | $31820814 | 47.9% |
| RCL | 2025年6月30日 | 100217 | $20588580 | -6.6% |
| GEOS | 2026年6月30日 | 1101426 | $13437397 | -18.6% |
| PRO | 2025年12月31日 | 501748 | $11495047 | 不再跟踪 |
| MLKN | 2026年6月30日 | 498550 | $7209033 | 12.2% |
| EGAN | 2026年6月30日 | 912349 | $7198434 | 14.4% |
| CTLP | 2025年12月31日 | 467877 | $4945460 | 不再跟踪 |
| MYGN | 2025年9月30日 | 753956 | $4003506 | -56.6% |
| FOXF | 2025年12月31日 | 127462 | $3096052 | 27.7% |
| SRDX | 2025年9月30日 | 100620 | $2989420 | 不再跟踪 |
| VRNT | 2025年12月31日 | 143143 | $2898646 | 不再跟踪 |
| SSTI | 2026年6月30日 | 196468 | $1300618 | -32.4% |
| SRI | 2026年6月30日 | 197087 | $951930 | -2.9% |
| CHRS | 2025年3月31日 | 566746 | $782109 | 67.3% |
| MSFT | 2026年3月31日 | 672 | $324993 | 30.2% |
| AVGO | 2026年3月31日 | 893 | $309067 | 20.4% |
| AVGO | 2025年3月31日 | 1206 | $279599 | 122.6% |
| AMZN | 2025年3月31日 | 1260 | $276431 | 35.5% |
| BAC | 2025年9月30日 | 5000 | $236600 | 21.0% |