Disciplined Growth Investors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Disciplined Growth Investors Inc. reported 66 stock positions worth $5.3 billion. Its top holding was Super Micro Computer (SMCI) at 15.6% of the portfolio, followed by Everpure Class A (P, 6.7%) and Garmin (GRMN, 4.1%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 42 and reduced 19. The biggest buy was Core Laboratories (CLB, shares +447%) and the biggest sale Super Micro Computer (SMCI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.3B (Q2 2024)
- SEC Filing
- 0001050442-24-000015 ↗ filed Aug 15, 2024
Holdings Value
Holdings 66 stocks · $5.3B
| SMCI Super Micro Computer Inc. | 15.62% | 1,012,405 | $829.5M | Reduce -0.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 6.66% | 5,506,659 | $353.6M | Reduce -2.0% |
| GRMN Garmin Ltd. | 4.15% | 1,352,359 | $220.3M | Reduce -0.8% |
| PLXS Plexus Corp. | 4.10% | 2,109,047 | $217.6M | Add +0.3% |
| ANET Arista Networks Inc. | 3.98% | 603,236 | $211.4M | Reduce -1.9% |
| SWN Southwestern Energy Co. | 3.89% | 30,664,072 | $206.4M | Add +0.1% |
| ALRM Alarm.com Holdings Inc. | 3.24% | 2,710,998 | $172.3M | Add +6.2% |
| ALGN Align Technology Inc. | 3.22% | 707,542 | $170.8M | Add +0.5% |
| CGNX Cognex Corp. | 3.03% | 3,445,894 | $161.1M | Add +1.4% |
| MCHP Microchip Technology Inc. | 3.00% | 1,740,382 | $159.2M | Reduce -0.2% |
| GNTX Gentex Corp. | 2.70% | 4,259,831 | $143.6M | Add +1.0% |
| POWI Power Integrations Inc. | 2.68% | 2,030,902 | $142.5M | Reduce -0.4% |
| CTRA Coterra Energy Inc. | 2.54% | 5,063,920 | $135.1M | Add +1.0% |
| INTU Intuit Inc. | 2.41% | 195,165 | $128.3M | Reduce -4.5% |
| IDCC Interdigital Inc. | 2.40% | 1,092,927 | $127.4M | Add +1.0% |
| AKAM Akamai Technologies Inc. | 2.39% | 1,411,028 | $127.1M | Add +1.0% |
| FND Floor & Decor Holdings Inc. Class A | 2.10% | 1,123,830 | $111.7M | Add +1.5% |
| DLB Dolby Laboratories Inc. Class A | 2.09% | 1,402,623 | $111.1M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 2.07% | 247,347 | $110.0M | Reduce -3.4% |
| SNA Snap-on Inc. | 1.80% | 365,040 | $95.4M | Add +1.0% |
| RCL Royal Caribbean Cruises Ltd. | 1.74% | 578,032 | $92.2M | Reduce -3.6% |
| CLB Core Laboratories Inc. | 1.70% | 4,460,720 | $90.5M | Add +446.8% |
| ADSK Autodesk Inc. | 1.62% | 348,220 | $86.2M | Reduce -0.4% |
| LGIH Lgi Homes Inc. | 1.53% | 906,198 | $81.1M | Add +1.7% |
| SMTC Semtech Corp. | 1.40% | 2,494,985 | $74.6M | Add +343.3% |
| PRLB Proto Labs Inc. | 1.13% | 1,946,349 | $60.1M | Add +1.9% |
| LSTR Landstar System Inc. | 1.10% | 317,546 | $58.6M | Reduce -2.2% |
| THRM Gentherm Inc. | 1.06% | 1,146,620 | $56.6M | Add +0.7% |
| MYGN Myriad Genetics Inc. | 0.96% | 2,087,328 | $51.1M | Add +0.5% |
| STRA Strategic Education Inc. | 0.94% | 450,928 | $49.9M | Add +0.6% |
| TTWO Take-Two Interactive Softwre | 0.91% | 310,695 | $48.3M | Add +1.6% |
| GNRC Generac Holdings Inc. | 0.91% | 365,008 | $48.3M | Add +1.8% |
| MSM MSC Industrial Direct Co. Class A | 0.91% | 606,702 | $48.1M | Add +1.9% |
| VSAT Viasat Inc. | 0.82% | 3,449,281 | $43.8M | Add +1.1% |
| IPGP Ipg Photonics Corp. | 0.78% | 490,959 | $41.4M | Add +2.2% |
| AIOT Powerfleet Inc. | 0.73% | 8,480,386 | $38.8M | Add +466.5% |
| SFIX Stitch Fix Inc. Class A | 0.72% | 9,273,817 | $38.5M | Add +34.9% |
| VZIO Vizio Holding Corp. Class A | 0.70% | 3,440,920 | $37.2M | Add +0.1% |
| UAA Under Armour Inc. Class A | 0.68% | 5,412,643 | $36.1M | Add +1.3% |
| GGG Graco Inc. | 0.61% | 406,066 | $32.2M | Reduce -1.9% |
| SPSC SPS Commerce Inc. | 0.60% | 168,677 | $31.7M | Reduce -0.9% |
| TREX Trex Company Inc. | 0.57% | 411,580 | $30.5M | Reduce -1.1% |
| KRNT Kornit Digital Ltd. | 0.57% | 2,060,575 | $30.2M | Add +5.8% |
| SRDX Surmodics Inc. | 0.46% | 580,566 | $24.4M | Reduce -11.9% |
| PAYX Paychex Inc. | 0.31% | 140,852 | $16.7M | Reduce -0.5% |
| PGNY Progyny Inc. | 0.28% | 528,412 | $15.1M | Add +1.8% |
| PRO Pros Holdings Inc. | 0.28% | 523,456 | $15.0M | Reduce -0.1% |
| INMD Inmode Ltd. | 0.28% | 804,958 | $14.7M | Add +2.9% |
| GEOS Geospace Technologies Corp. | 0.27% | 1,570,762 | $14.1M | Add +0.1% |
| CTLP Cantaloupe Inc. | 0.20% | 1,601,261 | $10.6M | Add +0.9% |
| CEVA Ceva Inc. | 0.17% | 480,764 | $9.3M | Reduce -1.2% |
| ZIP Ziprecruiter Inc. Class A | 0.17% | 990,002 | $9.0M | Add +0.1% |
| MLKN Millerknoll Inc. | 0.17% | 331,266 | $8.8M | Add +0.1% |
| MTLS Materialise NV-ADR | 0.15% | 1,593,552 | $8.0M | Add +0.1% |
| EGAN Egain Corp. | 0.13% | 1,129,323 | $7.1M | Add +0.1% |
| EVBG Everbridge Inc. | 0.08% | 128,350 | $4.5M | Reduce -1.2% |
| SRI Stoneridge Inc. | 0.07% | 239,929 | $3.8M | Add +0.2% |
| ZUMZ Zumiez Inc. | 0.07% | 185,693 | $3.6M | Add +0.1% |
| MDXG Mimedx Group Inc. | 0.05% | 352,650 | $2.4M | Add +0.2% |
| CHRS Coherus Oncology Inc. | 0.04% | 1,257,089 | $2.2M | Add +0.1% |
| TVRD Cara Therapeutics Inc. | 0.01% | 1,935,718 | $499K | Add +6.7% |
| AAPL Apple Inc. | 0.01% | 1,464 | $308K | No change |
| MSFT Microsoft Corp. | 0.01% | 679 | $303K | No change |
| VLO Valero Energy Corp. | 0.00% | 1,500 | $235K | No change |
| AVGO Broadcom Inc. | 0.00% | 142 | $228K | New |
| CVX Chevron Corp. | 0.00% | 1,295 | $203K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SMCI Super Micro Computer Inc. | Reduce -0.7% | 15.62% | −3.17 |
| MIXT Mix Telematics Ltd.-SP ADR | Sold out | 0.00% | −0.58 |
| TREX Trex Company Inc. | Reduce -1.1% | 0.57% | −0.18 |
| GGG Graco Inc. | Reduce -1.9% | 0.61% | −0.10 |
| PRO Pros Holdings Inc. | Reduce -0.1% | 0.28% | −0.07 |
| LUNA Luna Innovations Inc. | Sold out | 0.00% | −0.05 |
| LSTR Landstar System Inc. | Reduce -2.2% | 1.10% | −0.04 |
| ADSK Autodesk Inc. | Reduce -0.4% | 1.62% | −0.04 |
| CEVA Ceva Inc. | Reduce -1.2% | 0.17% | −0.03 |
| INTU Intuit Inc. | Reduce -4.5% | 2.41% | −0.01 |
| SNBRQ Sleep Number Corp. | Sold out | 0.00% | −0.00 |
| PAYX Paychex Inc. | Reduce -0.5% | 0.31% | −0.00 |
| EVBG Everbridge Inc. | Reduce -1.2% | 0.08% | +0.00 |
| POWI Power Integrations Inc. | Reduce -0.4% | 2.68% | +0.02 |
| SPSC SPS Commerce Inc. | Reduce -0.9% | 0.60% | +0.02 |
| SRDX Surmodics Inc. | Reduce -11.9% | 0.46% | +0.11 |
| MCHP Microchip Technology Inc. | Reduce -0.2% | 3.00% | +0.14 |
| ISRG Intuitive Surgical Inc. | Reduce -3.4% | 2.07% | +0.21 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.6% | 1.74% | +0.21 |
| GRMN Garmin Ltd. | Reduce -0.8% | 4.15% | +0.45 |
| ANET Arista Networks Inc. | Reduce -1.9% | 3.98% | +0.73 |
| P Everpure Inc. Class A | Reduce -2.0% | 6.66% | +1.33 |
Portfolio Buys Q1 2024 → Q2 2024
| CLB Core Laboratories Inc. | Add +446.8% | 1.70% | +1.45 |
| SMTC Semtech Corp. | Add +343.3% | 1.40% | +1.12 |
| AIOT Powerfleet Inc. | Add +466.5% | 0.73% | +0.58 |
| PLXS Plexus Corp. | Add +0.3% | 4.10% | +0.46 |
| CGNX Cognex Corp. | Add +1.4% | 3.03% | +0.41 |
| SFIX Stitch Fix Inc. Class A | Add +34.9% | 0.72% | +0.39 |
| IDCC Interdigital Inc. | Add +1.0% | 2.40% | +0.30 |
| MYGN Myriad Genetics Inc. | Add +0.5% | 0.96% | +0.15 |
| STRA Strategic Education Inc. | Add +0.6% | 0.94% | +0.09 |
| GNRC Generac Holdings Inc. | Add +1.8% | 0.91% | +0.08 |
| TTWO Take-Two Interactive Softwre | Add +1.6% | 0.91% | +0.08 |
| ZUMZ Zumiez Inc. | Add +0.1% | 0.07% | +0.02 |
| MLKN Millerknoll Inc. | Add +0.1% | 0.17% | +0.02 |
| VZIO Vizio Holding Corp. Class A | Add +0.1% | 0.70% | +0.01 |
| CTLP Cantaloupe Inc. | Add +0.9% | 0.20% | +0.01 |
| AVGO Broadcom Inc. | New | 0.00% | +0.00 |
| EGAN Egain Corp. | Add +0.1% | 0.13% | +0.00 |
| MTLS Materialise NV-ADR | Add +0.1% | 0.15% | −0.00 |
| MDXG Mimedx Group Inc. | Add +0.2% | 0.05% | −0.00 |
| CTRA Coterra Energy Inc. | Add +1.0% | 2.54% | −0.01 |
| SRI Stoneridge Inc. | Add +0.2% | 0.07% | −0.01 |
| CHRS Coherus Oncology Inc. | Add +0.1% | 0.04% | −0.01 |
| IPGP Ipg Photonics Corp. | Add +2.2% | 0.78% | −0.01 |
| TVRD Cara Therapeutics Inc. | Add +6.7% | 0.01% | −0.02 |
| INMD Inmode Ltd. | Add +2.9% | 0.28% | −0.03 |
| DLB Dolby Laboratories Inc. Class A | Add +0.8% | 2.09% | −0.03 |
| ZIP Ziprecruiter Inc. Class A | Add +0.1% | 0.17% | −0.04 |
| UAA Under Armour Inc. Class A | Add +1.3% | 0.68% | −0.04 |
| GNTX Gentex Corp. | Add +1.0% | 2.70% | −0.07 |
| KRNT Kornit Digital Ltd. | Add +5.8% | 0.57% | −0.08 |
| PGNY Progyny Inc. | Add +1.8% | 0.28% | −0.08 |
| GEOS Geospace Technologies Corp. | Add +0.1% | 0.27% | −0.11 |
| PRLB Proto Labs Inc. | Add +1.9% | 1.13% | −0.11 |
| THRM Gentherm Inc. | Add +0.7% | 1.06% | −0.13 |
| ALRM Alarm.com Holdings Inc. | Add +6.2% | 3.24% | −0.13 |
| MSM MSC Industrial Direct Co. Class A | Add +1.9% | 0.91% | −0.15 |
| SNA Snap-on Inc. | Add +1.0% | 1.80% | −0.16 |
| VSAT Viasat Inc. | Add +1.1% | 0.82% | −0.30 |
| SWN Southwestern Energy Co. | Add +0.1% | 3.89% | −0.35 |
| LGIH Lgi Homes Inc. | Add +1.7% | 1.53% | −0.36 |
| AKAM Akamai Technologies Inc. | Add +1.0% | 2.39% | −0.38 |
| FND Floor & Decor Holdings Inc. Class A | Add +1.5% | 2.10% | −0.52 |
| ALGN Align Technology Inc. | Add +0.5% | 3.22% | −0.99 |
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 |