Disciplined Growth Investors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Disciplined Growth Investors Inc. reported 68 stock positions worth $5.5 billion. Its top holding was Super Micro Computer (SMCI) at 18.8% of the portfolio, followed by Everpure Class A (P, 5.3%) and Southwestern Energy (SWN, 4.2%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 46 and reduced 14. The biggest buy was Alarm.com (ALRM, shares +47%) and the biggest sale Power Integrations (POWI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.5B (Q1 2024)
- SEC Filing
- 0001050442-24-000011 ↗ filed May 15, 2024
Holdings Value
Holdings 68 stocks · $5.5B
| SMCI Super Micro Computer Inc. | 18.78% | 1,019,432 | $1.0B | Reduce -62.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 5.33% | 5,621,581 | $292.3M | Reduce -0.9% |
| SWN Southwestern Energy Co. | 4.23% | 30,622,480 | $232.1M | Add +3.9% |
| ALGN Align Technology Inc. | 4.21% | 703,942 | $230.8M | Add +4.8% |
| GRMN Garmin Ltd. | 3.70% | 1,363,055 | $202.9M | Add +0.8% |
| PLXS Plexus Corp. | 3.64% | 2,101,802 | $199.3M | Add +3.1% |
| ALRM Alarm.com Holdings Inc. | 3.37% | 2,552,533 | $185.0M | Add +47.1% |
| ANET Arista Networks Inc. | 3.25% | 614,618 | $178.2M | Reduce -2.4% |
| MCHP Microchip Technology Inc. | 2.85% | 1,744,506 | $156.5M | Add +0.3% |
| GNTX Gentex Corp. | 2.78% | 4,216,374 | $152.3M | Add +1.9% |
| AKAM Akamai Technologies Inc. | 2.77% | 1,396,681 | $151.9M | Add +1.5% |
| POWI Power Integrations Inc. | 2.66% | 2,038,786 | $145.9M | Reduce -0.1% |
| CGNX Cognex Corp. | 2.63% | 3,396,868 | $144.1M | Add +74.8% |
| FND Floor & Decor Holdings Inc. Class A | 2.62% | 1,107,705 | $143.6M | Add +55.4% |
| CTRA Coterra Energy Inc. | 2.55% | 5,012,671 | $139.8M | Add +2.6% |
| INTU Intuit Inc. | 2.42% | 204,436 | $132.9M | Reduce -7.7% |
| DLB Dolby Laboratories Inc. Class A | 2.13% | 1,391,771 | $116.6M | Add +1.5% |
| IDCC Interdigital Inc. | 2.10% | 1,082,395 | $115.2M | Add +60.1% |
| SNA Snap-on Inc. | 1.95% | 361,519 | $107.1M | Add +2.7% |
| LGIH Lgi Homes Inc. | 1.89% | 890,858 | $103.7M | Add +62.4% |
| ISRG Intuitive Surgical Inc. | 1.86% | 256,041 | $102.2M | Reduce -3.1% |
| ADSK Autodesk Inc. | 1.66% | 349,500 | $91.0M | Reduce -4.2% |
| RCL Royal Caribbean Cruises Ltd. | 1.52% | 599,520 | $83.3M | Reduce -3.7% |
| PRLB Proto Labs Inc. | 1.25% | 1,909,839 | $68.3M | Add +9.8% |
| THRM Gentherm Inc. | 1.20% | 1,138,571 | $65.6M | Add +5.0% |
| LSTR Landstar System Inc. | 1.14% | 324,717 | $62.6M | Reduce -0.6% |
| VSAT Viasat Inc. | 1.13% | 3,412,600 | $61.7M | Add +11.5% |
| MSM MSC Industrial Direct Co. Class A | 1.05% | 595,445 | $57.8M | Add +129.4% |
| STRA Strategic Education Inc. | 0.85% | 448,179 | $46.7M | Reduce -3.0% |
| TTWO Take-Two Interactive Softwre | 0.83% | 305,934 | $45.4M | Add +174.4% |
| GNRC Generac Holdings Inc. | 0.83% | 358,713 | $45.2M | Add +7.7% |
| MYGN Myriad Genetics Inc. | 0.81% | 2,077,293 | $44.3M | Add +6.2% |
| IPGP Ipg Photonics Corp. | 0.79% | 480,184 | $43.5M | Add +13.4% |
| TREX Trex Company Inc. | 0.76% | 415,939 | $41.5M | Add +1.4% |
| UAA Under Armour Inc. Class A | 0.72% | 5,341,912 | $39.4M | Add +25.5% |
| GGG Graco Inc. | 0.71% | 413,882 | $38.7M | Reduce -3.3% |
| VZIO Vizio Holding Corp. Class A | 0.69% | 3,437,340 | $37.6M | Add +65.2% |
| KRNT Kornit Digital Ltd. | 0.64% | 1,948,604 | $35.3M | Add +14.0% |
| MIXT Mix Telematics Ltd.-SP ADR | 0.58% | 2,186,704 | $31.8M | Reduce -13.5% |
| SPSC SPS Commerce Inc. | 0.57% | 170,171 | $31.5M | Add +1.6% |
| GEOS Geospace Technologies Corp. | 0.38% | 1,569,157 | $20.7M | Add +5.3% |
| PGNY Progyny Inc. | 0.36% | 519,054 | $19.8M | New |
| SRDX Surmodics Inc. | 0.35% | 659,175 | $19.3M | Add +7.2% |
| PRO Pros Holdings Inc. | 0.35% | 524,174 | $19.0M | Add +2.7% |
| SFIX Stitch Fix Inc. Class A | 0.33% | 6,876,897 | $18.2M | Add +9.0% |
| PAYX Paychex Inc. | 0.32% | 141,615 | $17.4M | Reduce -0.8% |
| INMD Inmode Ltd. | 0.31% | 782,531 | $16.9M | New |
| SMTC Semtech Corp. | 0.28% | 562,869 | $15.5M | Add +14.4% |
| CLB Core Laboratories Inc. | 0.25% | 815,757 | $13.9M | Add +8.4% |
| ZIP Ziprecruiter Inc. Class A | 0.21% | 988,806 | $11.4M | New |
| CEVA Ceva Inc. | 0.20% | 486,670 | $11.1M | Add +6.9% |
| CTLP Cantaloupe Inc. | 0.19% | 1,586,830 | $10.2M | Add +9.8% |
| MTLS Materialise NV-ADR | 0.15% | 1,591,676 | $8.4M | Add +12.0% |
| MLKN Millerknoll Inc. | 0.15% | 330,938 | $8.2M | Add +6.4% |
| AIOT Powerfleet Inc. | 0.15% | 1,497,088 | $8.0M | New |
| EGAN Egain Corp. | 0.13% | 1,128,090 | $7.3M | Add +6.4% |
| EVBG Everbridge Inc. | 0.08% | 129,942 | $4.5M | Add +7.5% |
| SRI Stoneridge Inc. | 0.08% | 239,480 | $4.4M | Add +10.8% |
| CHRS Coherus Oncology Inc. | 0.05% | 1,255,937 | $3.0M | Add +7.7% |
| LUNA Luna Innovations Inc. | 0.05% | 903,468 | $2.9M | Add +7.3% |
| ZUMZ Zumiez Inc. | 0.05% | 185,600 | $2.8M | Add +6.6% |
| MDXG Mimedx Group Inc. | 0.05% | 351,923 | $2.7M | Add +11.3% |
| TVRD Cara Therapeutics Inc. | 0.03% | 1,815,058 | $1.7M | Add +0.2% |
| MSFT Microsoft Corp. | 0.01% | 679 | $286K | No change |
| SNBRQ Sleep Number Corp. | 0.00% | 15,994 | $256K | Reduce -91.0% |
| VLO Valero Energy Corp. | 0.00% | 1,500 | $256K | New |
| AAPL Apple Inc. | 0.00% | 1,464 | $251K | No change |
| CVX Chevron Corp. | 0.00% | 1,295 | $204K | New |
Portfolio Sells Q4 2023 → Q1 2024
| POWI Power Integrations Inc. | Reduce -0.1% | 2.66% | −1.00 |
| INTU Intuit Inc. | Reduce -7.7% | 2.42% | −0.60 |
| ADSK Autodesk Inc. | Reduce -4.2% | 1.66% | −0.28 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.7% | 1.52% | −0.24 |
| LSTR Landstar System Inc. | Reduce -0.6% | 1.14% | −0.24 |
| GGG Graco Inc. | Reduce -3.3% | 0.71% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -3.1% | 1.86% | −0.08 |
| STRA Strategic Education Inc. | Reduce -3.0% | 0.85% | −0.08 |
| PAYX Paychex Inc. | Reduce -0.8% | 0.32% | −0.05 |
| SNBRQ Sleep Number Corp. | Reduce -91.0% | 0.00% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Reduce -2.4% | 3.25% | +0.01 |
| MIXT Mix Telematics Ltd.-SP ADR | Reduce -13.5% | 0.58% | +0.11 |
| P Everpure Inc. Class A | Reduce -0.9% | 5.33% | +0.91 |
| SMCI Super Micro Computer Inc. | Reduce -62.6% | 18.78% | +1.87 |
Portfolio Buys Q4 2023 → Q1 2024
| ALRM Alarm.com Holdings Inc. | Add +47.1% | 3.37% | +0.93 |
| FND Floor & Decor Holdings Inc. Class A | Add +55.4% | 2.62% | +0.88 |
| CGNX Cognex Corp. | Add +74.8% | 2.63% | +0.86 |
| IDCC Interdigital Inc. | Add +60.1% | 2.10% | +0.50 |
| MSM MSC Industrial Direct Co. Class A | Add +129.4% | 1.05% | +0.48 |
| TTWO Take-Two Interactive Softwre | Add +174.4% | 0.83% | +0.44 |
| PGNY Progyny Inc. | New | 0.36% | +0.36 |
| VZIO Vizio Holding Corp. Class A | Add +65.2% | 0.69% | +0.34 |
| INMD Inmode Ltd. | New | 0.31% | +0.31 |
| LGIH Lgi Homes Inc. | Add +62.4% | 1.89% | +0.30 |
| ZIP Ziprecruiter Inc. Class A | New | 0.21% | +0.21 |
| ALGN Align Technology Inc. | Add +4.8% | 4.21% | +0.19 |
| AIOT Powerfleet Inc. | New | 0.15% | +0.15 |
| SMTC Semtech Corp. | Add +14.4% | 0.28% | +0.05 |
| SWN Southwestern Energy Co. | Add +3.9% | 4.23% | +0.02 |
| EVBG Everbridge Inc. | Add +7.5% | 0.08% | +0.02 |
| TREX Trex Company Inc. | Add +1.4% | 0.76% | +0.02 |
| VLO Valero Energy Corp. | New | 0.00% | +0.00 |
| CVX Chevron Corp. | New | 0.00% | +0.00 |
| TVRD Cara Therapeutics Inc. | Add +0.2% | 0.03% | +0.00 |
| MYGN Myriad Genetics Inc. | Add +6.2% | 0.81% | −0.01 |
| MDXG Mimedx Group Inc. | Add +11.3% | 0.05% | −0.01 |
| SRI Stoneridge Inc. | Add +10.8% | 0.08% | −0.01 |
| CEVA Ceva Inc. | Add +6.9% | 0.20% | −0.02 |
| ZUMZ Zumiez Inc. | Add +6.6% | 0.05% | −0.03 |
| CHRS Coherus Oncology Inc. | Add +7.7% | 0.05% | −0.03 |
| MLKN Millerknoll Inc. | Add +6.4% | 0.15% | −0.03 |
| CLB Core Laboratories Inc. | Add +8.4% | 0.25% | −0.04 |
| THRM Gentherm Inc. | Add +5.0% | 1.20% | −0.04 |
| GEOS Geospace Technologies Corp. | Add +5.3% | 0.38% | −0.04 |
| CTLP Cantaloupe Inc. | Add +9.8% | 0.19% | −0.05 |
| MTLS Materialise NV-ADR | Add +12.0% | 0.15% | −0.05 |
| EGAN Egain Corp. | Add +6.4% | 0.13% | −0.06 |
| LUNA Luna Innovations Inc. | Add +7.3% | 0.05% | −0.07 |
| KRNT Kornit Digital Ltd. | Add +14.0% | 0.64% | −0.07 |
| PRO Pros Holdings Inc. | Add +2.7% | 0.35% | −0.08 |
| GRMN Garmin Ltd. | Add +0.8% | 3.70% | −0.10 |
| UAA Under Armour Inc. Class A | Add +25.5% | 0.72% | −0.10 |
| GNRC Generac Holdings Inc. | Add +7.7% | 0.83% | −0.11 |
| SPSC SPS Commerce Inc. | Add +1.6% | 0.57% | −0.13 |
| SRDX Surmodics Inc. | Add +7.2% | 0.35% | −0.14 |
| SFIX Stitch Fix Inc. Class A | Add +9.0% | 0.33% | −0.16 |
| CTRA Coterra Energy Inc. | Add +2.6% | 2.55% | −0.17 |
| GNTX Gentex Corp. | Add +1.9% | 2.78% | −0.17 |
| IPGP Ipg Photonics Corp. | Add +13.4% | 0.79% | −0.21 |
| PRLB Proto Labs Inc. | Add +9.8% | 1.25% | −0.23 |
| SNA Snap-on Inc. | Add +2.7% | 1.95% | −0.27 |
| DLB Dolby Laboratories Inc. Class A | Add +1.5% | 2.13% | −0.45 |
| MCHP Microchip Technology Inc. | Add +0.3% | 2.85% | −0.57 |
| VSAT Viasat Inc. | Add +11.5% | 1.13% | −0.74 |
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 |