Disciplined Growth Investors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Disciplined Growth Investors Inc. reported 58 stock positions worth $5.9 billion. Its top holding was Plexus (PLXS) at 7.3% of the portfolio, followed by Viasat (VSAT, 7.2%) and Everpure Class A (P, 6.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 6, added to 27 and reduced 27. The biggest buy was a new position in Devon Energy (DVN) and the biggest sale an exit from Coterra Energy (CTRA).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.9B (Q2 2026)
- SEC Filing
- 0001050442-26-000021 ↗ filed Aug 14, 2026
Holdings Value
Holdings 58 stocks · $5.9B
| PLXS Plexus Corp. | 7.33% | 1,440,935 | $433.2M | Reduce -3.6% |
| VSAT Viasat Inc. | 7.21% | 4,741,812 | $425.9M | Reduce -16.2% |
| P Everpure Inc. Class A | 6.20% | 4,646,725 | $366.1M | Reduce -0.4% |
| GRMN Garmin Ltd. | 5.34% | 1,326,832 | $315.2M | Reduce -0.3% |
| ANET Arista Networks Inc. | 5.14% | 1,788,304 | $303.8M | Reduce -1.3% |
| CGNX Cognex Corp. | 5.08% | 4,139,715 | $299.8M | Reduce -4.2% |
| EXE Expand Energy Corp. | 3.62% | 2,346,927 | $214.0M | Reduce -1.1% |
| PRLB Proto Labs Inc. | 3.29% | 2,380,514 | $194.0M | Reduce -4.7% |
| AKAM Akamai Technologies Inc. | 3.27% | 1,635,207 | $193.3M | Reduce -1.4% |
| DVN Devon Energy Corp. | 2.95% | 4,219,415 | $174.3M | New |
| ALRM Alarm.com Holdings Inc. | 2.84% | 3,585,614 | $167.5M | Add +9.7% |
| GNRC Generac Holdings Inc. | 2.77% | 558,568 | $163.6M | Reduce -3.9% |
| POWI Power Integrations Inc. | 2.68% | 1,891,864 | $158.5M | Reduce -3.4% |
| SMTC Semtech Corp. | 2.62% | 955,033 | $154.6M | Reduce -56.7% |
| IDCC Interdigital Inc. | 2.45% | 510,096 | $144.4M | Reduce -8.4% |
| ZETA Zeta Global Holdings Corp. Class A | 2.25% | 6,761,165 | $133.1M | Add +9.9% |
| ALGN Align Technology Inc. | 2.24% | 783,178 | $132.1M | Add +0.9% |
| SNA Snap-on Inc. | 2.08% | 305,180 | $122.8M | Reduce -0.9% |
| SPSC SPS Commerce Inc. | 2.06% | 2,123,881 | $121.4M | Add +161.9% |
| GNTX Gentex Corp. | 1.95% | 4,561,485 | $115.3M | Add +0.9% |
| SN Sharkninja Inc. | 1.85% | 715,721 | $109.0M | Add +67.5% |
| DV Doubleverify Holdings Inc. | 1.78% | 9,689,140 | $105.0M | Add +147.9% |
| GTLB Gitlab Inc. Class A | 1.71% | 3,308,421 | $101.0M | Add +263.7% |
| MNDY Monday.com Ltd. | 1.55% | 1,263,335 | $91.5M | Add +212.8% |
| SMCI Super Micro Computer Inc. | 1.32% | 2,663,417 | $78.1M | Reduce -46.6% |
| SFIX Stitch Fix Inc. Class A | 1.32% | 18,910,052 | $77.7M | Add +0.9% |
| TTWO Take-Two Interactive Softwre | 1.24% | 292,065 | $73.0M | Add +0.6% |
| DLB Dolby Laboratories Inc. Class A | 1.11% | 1,247,791 | $65.6M | Reduce -1.6% |
| FND Floor & Decor Holdings Inc. Class A | 1.11% | 1,103,591 | $65.5M | Add +1.1% |
| IPGP Ipg Photonics Corp. | 1.05% | 530,833 | $62.3M | Add +0.4% |
| ADSK Autodesk Inc. | 1.02% | 309,345 | $60.1M | Add +2.5% |
| LGIH Lgi Homes Inc. | 0.88% | 815,069 | $51.9M | Add +12.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.85% | 240,664 | $50.4M | Reduce -0.4% |
| KRNT Kornit Digital Ltd. | 0.83% | 3,031,101 | $49.3M | Add +1.1% |
| IT Gartner Inc. | 0.76% | 344,687 | $44.7M | Add +1.7% |
| MCHP Microchip Technology Inc. | 0.74% | 478,469 | $43.6M | Reduce -61.6% |
| CELH Celsius Holdings Inc. | 0.73% | 1,466,503 | $42.9M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 0.71% | 106,000 | $42.2M | Reduce -0.9% |
| DT Dynatrace Inc. | 0.68% | 908,550 | $39.9M | Add +37.9% |
| CLB Core Laboratories Inc. | 0.60% | 3,042,177 | $35.4M | Reduce -38.4% |
| PGNY Progyny Inc. | 0.58% | 1,181,632 | $34.1M | Add +105.7% |
| CEVA Ceva Inc. | 0.53% | 662,802 | $31.3M | Add +47.1% |
| TREX Trex Company Inc. filed as TREX INC | 0.50% | 592,096 | $29.6M | Reduce -12.7% |
| VEEV Veeva Systems Inc. Class A | 0.42% | 140,964 | $25.0M | New |
| GGG Graco Inc. | 0.41% | 321,466 | $24.3M | Reduce -1.8% |
| AIOT Powerfleet Inc. | 0.41% | 6,258,600 | $24.0M | Reduce -14.5% |
| INTU Intuit Inc. | 0.38% | 86,019 | $22.5M | Reduce -1.3% |
| WEAV Weave Communications Inc. | 0.30% | 2,998,909 | $18.0M | Add +31.7% |
| ZIP Ziprecruiter Inc. Class A | 0.26% | 4,091,619 | $15.3M | Reduce -3.0% |
| PAYX Paychex Inc. | 0.25% | 151,732 | $14.9M | Add +6.1% |
| MTLS Materialise NV-ADR | 0.25% | 1,992,441 | $14.8M | Add +75.5% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.25% | 294,902 | $14.6M | Add +0.4% |
| AXGN Axogen Inc. | 0.10% | 127,859 | $5.9M | Reduce -35.0% |
| INMD Inmode Ltd. | 0.08% | 318,545 | $4.7M | Add +19.5% |
| GLOB Globant SA | 0.05% | 100,347 | $2.9M | Add +22.5% |
| MDXG Mimedx Group Inc. | 0.04% | 587,932 | $2.3M | Reduce -8.0% |
| AAPL Apple Inc. | 0.00% | 992 | $287K | No change |
| CCC CCC Intelligent Solutions Ho | 0.00% | 34,887 | $180K | New |
Portfolio Sells Q1 2026 → Q2 2026
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −4.60 |
| EXE Expand Energy Corp. | Reduce -1.1% | 3.62% | −1.71 |
| CLB Core Laboratories Inc. | Reduce -38.4% | 0.60% | −1.10 |
| SMCI Super Micro Computer Inc. | Reduce -46.6% | 1.32% | −1.00 |
| IDCC Interdigital Inc. | Reduce -8.4% | 2.45% | −1.00 |
| GRMN Garmin Ltd. | Reduce -0.3% | 5.34% | −0.99 |
| MCHP Microchip Technology Inc. | Reduce -61.6% | 0.74% | −0.91 |
| SMTC Semtech Corp. | Reduce -56.7% | 2.62% | −0.86 |
| AKAM Akamai Technologies Inc. | Reduce -1.4% | 3.27% | −0.63 |
| DLB Dolby Laboratories Inc. Class A | Reduce -1.6% | 1.11% | −0.45 |
| INTU Intuit Inc. | Reduce -1.3% | 0.38% | −0.39 |
| ISRG Intuitive Surgical Inc. | Reduce -0.9% | 0.71% | −0.30 |
| GEOS Geospace Technologies Corp. | Sold out | 0.00% | −0.28 |
| SNA Snap-on Inc. | Reduce -0.9% | 2.08% | −0.21 |
| GGG Graco Inc. | Reduce -1.8% | 0.41% | −0.16 |
| MLKN Millerknoll Inc. | Sold out | 0.00% | −0.15 |
| EGAN Egain Corp. | Sold out | 0.00% | −0.15 |
| AIOT Powerfleet Inc. | Reduce -14.5% | 0.41% | −0.06 |
| AXGN Axogen Inc. | Reduce -35.0% | 0.10% | −0.03 |
| SSTI Soundthinking Inc. | Sold out | 0.00% | −0.03 |
| SRI Stoneridge Inc. | Sold out | 0.00% | −0.02 |
| MDXG Mimedx Group Inc. | Reduce -8.0% | 0.04% | −0.01 |
| TREX Trex Company Inc. | Reduce -12.7% | 0.50% | −0.00 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -0.4% | 0.85% | +0.00 |
| ZIP Ziprecruiter Inc. Class A | Reduce -3.0% | 0.26% | +0.10 |
| PRLB Proto Labs Inc. | Reduce -4.7% | 3.29% | +0.37 |
| GNRC Generac Holdings Inc. | Reduce -3.9% | 2.77% | +0.45 |
| P Everpure Inc. Class A | Reduce -0.4% | 6.20% | +0.56 |
| ANET Arista Networks Inc. | Reduce -1.3% | 5.14% | +0.59 |
| POWI Power Integrations Inc. | Reduce -3.4% | 2.68% | +0.63 |
| CGNX Cognex Corp. | Reduce -4.2% | 5.08% | +0.74 |
| PLXS Plexus Corp. | Reduce -3.6% | 7.33% | +1.14 |
| VSAT Viasat Inc. | Reduce -16.2% | 7.21% | +1.90 |
Portfolio Buys Q1 2026 → Q2 2026
| DVN Devon Energy Corp. | New | 2.95% | +2.95 |
| GTLB Gitlab Inc. Class A | Add +263.7% | 1.71% | +1.31 |
| SPSC SPS Commerce Inc. | Add +161.9% | 2.06% | +1.13 |
| DV Doubleverify Holdings Inc. | Add +147.9% | 1.78% | +1.02 |
| MNDY Monday.com Ltd. | Add +212.8% | 1.55% | +0.98 |
| SN Sharkninja Inc. | Add +67.5% | 1.85% | +0.92 |
| VEEV Veeva Systems Inc. Class A | New | 0.42% | +0.42 |
| PGNY Progyny Inc. | Add +105.7% | 0.58% | +0.38 |
| CEVA Ceva Inc. | Add +47.1% | 0.53% | +0.36 |
| LGIH Lgi Homes Inc. | Add +12.9% | 0.88% | +0.29 |
| ZETA Zeta Global Holdings Corp. Class A | Add +9.9% | 2.25% | +0.25 |
| DT Dynatrace Inc. | Add +37.9% | 0.68% | +0.18 |
| MTLS Materialise NV-ADR | Add +75.5% | 0.25% | +0.14 |
| WEAV Weave Communications Inc. | Add +31.7% | 0.30% | +0.09 |
| TTWO Take-Two Interactive Softwre | Add +0.6% | 1.24% | +0.06 |
| SFIX Stitch Fix Inc. Class A | Add +0.9% | 1.32% | +0.05 |
| YETI Yeti Holdings Inc. | Add +0.4% | 0.25% | +0.03 |
| INMD Inmode Ltd. | Add +19.5% | 0.08% | +0.00 |
| CCC CCC Intelligent Solutions Ho | New | 0.00% | +0.00 |
| PAYX Paychex Inc. | Add +6.1% | 0.25% | −0.02 |
| FND Floor & Decor Holdings Inc. Class A | Add +1.1% | 1.11% | −0.03 |
| GLOB Globant SA | Add +22.5% | 0.05% | −0.03 |
| ALRM Alarm.com Holdings Inc. | Add +9.7% | 2.84% | −0.05 |
| KRNT Kornit Digital Ltd. | Add +1.1% | 0.83% | −0.07 |
| GNTX Gentex Corp. | Add +0.9% | 1.95% | −0.07 |
| IPGP Ipg Photonics Corp. | Add +0.4% | 1.05% | −0.19 |
| CELH Celsius Holdings Inc. | Add +2.0% | 0.73% | −0.32 |
| IT Gartner Inc. | Add +1.7% | 0.76% | −0.34 |
| ADSK Autodesk Inc. | Add +2.5% | 1.02% | −0.46 |
| ALGN Align Technology Inc. | Add +0.9% | 2.24% | −0.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $5.9B | PLXS, VSAT, P, GRMN, ANET |
| Q1 2026 | 61 | $4.9B | GRMN, PLXS, P, EXE, VSAT |
| Q4 2025 | 61 | $5.2B | P, GRMN, SMCI, EXE, ANET |
| Q3 2025 | 64 | $5.5B | SMCI, P, GRMN, ANET, IDCC |
| Q2 2025 | 64 | $5.2B | SMCI, P, EXE, GRMN, PLXS |
| Q1 2025 | 64 | $4.8B | GRMN, EXE, SMCI, P, IDCC |
| Q4 2024 | 65 | $5.3B | P, GRMN, EXE, ANET, PLXS |
| Q3 2024 | 69 | $5.3B | SMCI, PLXS, P, GRMN, ANET |
| Q2 2024 | 66 | $5.3B | SMCI, P, GRMN, PLXS, ANET |
| Q1 2024 | 68 | $5.5B | SMCI, P, SWN, ALGN, GRMN |