Disciplined Growth Investors Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), Disciplined Growth Investors Inc. reported 69 stock positions worth $5.3 billion. Its top holding was Super Micro Computer (SMCI) at 8.2% of the portfolio, followed by Plexus (PLXS, 5.6%) and Everpure Class A (P, 5.4%). Compared with Q2 2024, it opened 6 new positions, sold out of 3, added to 50 and reduced 10. The biggest buy was a new position in Super Micro Computer (SMCI) and the biggest sale an exit from Super Micro Computer (SMCI).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.3B (Q3 2024)
- SEC Filing
- 0001050442-24-000028 ↗ filed Nov 15, 2024
Holdings Value
Holdings 69 stocks · $5.3B
| SMCI Super Micro Computer Inc. | 8.22% | 1,043,469 | $434.5M | New |
| PLXS Plexus Corp. | 5.61% | 2,168,512 | $296.5M | Add +2.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 5.40% | 5,684,218 | $285.6M | Add +3.2% |
| GRMN Garmin Ltd. | 4.66% | 1,401,004 | $246.6M | Add +3.6% |
| ANET Arista Networks Inc. | 4.45% | 613,192 | $235.4M | Add +1.6% |
| SWN Southwestern Energy Co. | 4.24% | 31,570,774 | $224.5M | Add +3.0% |
| ALGN Align Technology Inc. | 3.62% | 753,026 | $191.5M | Add +6.4% |
| IDCC Interdigital Inc. | 3.03% | 1,132,818 | $160.4M | Add +3.6% |
| ALRM Alarm.com Holdings Inc. | 2.97% | 2,874,849 | $157.2M | Add +6.0% |
| CGNX Cognex Corp. | 2.87% | 3,751,807 | $151.9M | Add +8.9% |
| AKAM Akamai Technologies Inc. | 2.86% | 1,499,760 | $151.4M | Add +6.3% |
| FND Floor & Decor Holdings Inc. Class A | 2.78% | 1,183,669 | $147.0M | Add +5.3% |
| MCHP Microchip Technology Inc. | 2.76% | 1,819,855 | $146.1M | Add +4.6% |
| POWI Power Integrations Inc. | 2.56% | 2,111,663 | $135.4M | Add +4.0% |
| GNTX Gentex Corp. | 2.52% | 4,493,914 | $133.4M | Add +5.5% |
| CTRA Coterra Energy Inc. | 2.42% | 5,348,026 | $128.1M | Add +5.6% |
| INTU Intuit Inc. | 2.32% | 197,805 | $122.8M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 2.31% | 248,208 | $121.9M | Add +0.3% |
| SMTC Semtech Corp. | 2.25% | 2,609,984 | $119.2M | Add +4.6% |
| DLB Dolby Laboratories Inc. Class A | 2.12% | 1,466,212 | $112.2M | Add +4.5% |
| LGIH Lgi Homes Inc. | 2.11% | 939,504 | $111.4M | Add +3.7% |
| SNA Snap-on Inc. | 2.09% | 381,119 | $110.4M | Add +4.4% |
| RCL Royal Caribbean Cruises Ltd. | 1.98% | 591,552 | $104.9M | Add +2.3% |
| CLB Core Laboratories Inc. | 1.98% | 5,653,591 | $104.8M | Add +26.7% |
| ADSK Autodesk Inc. | 1.86% | 357,581 | $98.5M | Add +2.7% |
| MYGN Myriad Genetics Inc. | 1.31% | 2,527,435 | $69.2M | Add +21.1% |
| LSTR Landstar System Inc. | 1.17% | 326,921 | $61.7M | Add +3.0% |
| GNRC Generac Holdings Inc. | 1.16% | 385,584 | $61.3M | Add +5.6% |
| PRLB Proto Labs Inc. | 1.14% | 2,056,593 | $60.4M | Add +5.7% |
| MSM MSC Industrial Direct Co. Class A | 1.04% | 641,779 | $55.2M | Add +5.8% |
| KRNT Kornit Digital Ltd. | 1.03% | 2,113,832 | $54.6M | Add +2.6% |
| THRM Gentherm Inc. | 1.03% | 1,169,671 | $54.4M | Add +2.0% |
| VSAT Viasat Inc. | 1.00% | 4,419,223 | $52.8M | Add +28.1% |
| UAA Under Armour Inc. Class A | 0.97% | 5,740,622 | $51.1M | Add +6.1% |
| TTWO Take-Two Interactive Softwre | 0.95% | 327,685 | $50.4M | Add +5.5% |
| AIOT Powerfleet Inc. | 0.84% | 8,913,708 | $44.6M | Add +5.1% |
| STRA Strategic Education Inc. | 0.81% | 461,012 | $42.7M | Add +2.2% |
| IPGP Ipg Photonics Corp. | 0.75% | 534,833 | $39.7M | Add +8.9% |
| SFIX Stitch Fix Inc. Class A | 0.73% | 13,734,485 | $38.7M | Add +48.1% |
| GGG Graco Inc. | 0.69% | 419,942 | $36.7M | Add +3.4% |
| SPSC SPS Commerce Inc. | 0.62% | 168,644 | $32.7M | Reduce -0.0% |
| TREX Trex Company Inc. | 0.52% | 413,301 | $27.5M | Add +0.4% |
| MLKN Millerknoll Inc. | 0.40% | 852,584 | $21.1M | Add +157.4% |
| PAYX Paychex Inc. | 0.39% | 154,915 | $20.8M | Add +10.0% |
| DV Doubleverify Holdings Inc. | 0.37% | 1,155,384 | $19.5M | New |
| VZIO Vizio Holding Corp. Class A | 0.33% | 1,576,110 | $17.6M | Reduce -54.2% |
| GEOS Geospace Technologies Corp. | 0.30% | 1,556,040 | $16.1M | Reduce -0.9% |
| ZIP Ziprecruiter Inc. Class A | 0.27% | 1,506,678 | $14.3M | Add +52.2% |
| PGNY Progyny Inc. | 0.26% | 826,726 | $13.9M | Add +56.5% |
| INMD Inmode Ltd. | 0.26% | 808,149 | $13.7M | Add +0.4% |
| CTLP Cantaloupe Inc. | 0.23% | 1,608,375 | $11.9M | Add +0.4% |
| CEVA Ceva Inc. | 0.22% | 476,254 | $11.5M | Reduce -0.9% |
| SRDX Surmodics Inc. | 0.20% | 276,876 | $10.7M | Reduce -52.3% |
| PRO Pros Holdings Inc. | 0.18% | 519,187 | $9.6M | Reduce -0.8% |
| MTLS Materialise NV-ADR | 0.17% | 1,601,641 | $8.8M | Add +0.5% |
| FOXF Fox Factory Holding Corp. | 0.11% | 138,393 | $5.7M | New |
| EGAN Egain Corp. | 0.11% | 1,117,097 | $5.7M | Reduce -1.1% |
| SSTI Soundthinking Inc. | 0.10% | 461,961 | $5.4M | New |
| VRNT Verint Systems Inc. | 0.10% | 200,673 | $5.1M | New |
| ZUMZ Zumiez Inc. | 0.07% | 183,851 | $3.9M | Reduce -1.0% |
| SRI Stoneridge Inc. | 0.05% | 247,196 | $2.8M | Add +3.0% |
| MDXG Mimedx Group Inc. | 0.04% | 355,387 | $2.1M | Add +0.8% |
| CHRS Coherus Oncology Inc. | 0.02% | 766,308 | $797K | Reduce -39.0% |
| TVRD Cara Therapeutics Inc. | 0.01% | 1,113,043 | $343K | Reduce -42.5% |
| AAPL Apple Inc. | 0.01% | 1,464 | $341K | No change |
| AVGO Broadcom Inc. | 0.01% | 1,916 | $331K | Add +34.9% |
| MSFT Microsoft Corp. | 0.01% | 679 | $292K | No change |
| AMZN Amazon.com Inc. | 0.00% | 1,260 | $235K | New |
| VLO Valero Energy Corp. | 0.00% | 1,500 | $203K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −15.62 |
| VZIO Vizio Holding Corp. Class A | Reduce -54.2% | 0.33% | −0.37 |
| SRDX Surmodics Inc. | Reduce -52.3% | 0.20% | −0.26 |
| PRO Pros Holdings Inc. | Reduce -0.8% | 0.18% | −0.10 |
| EVBG Everbridge Inc. | Sold out | 0.00% | −0.08 |
| EGAN Egain Corp. | Reduce -1.1% | 0.11% | −0.03 |
| CHRS Coherus Oncology Inc. | Reduce -39.0% | 0.02% | −0.03 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.00 |
| TVRD Cara Therapeutics Inc. | Reduce -42.5% | 0.01% | −0.00 |
| ZUMZ Zumiez Inc. | Reduce -1.0% | 0.07% | +0.01 |
| SPSC SPS Commerce Inc. | Reduce -0.0% | 0.62% | +0.02 |
| GEOS Geospace Technologies Corp. | Reduce -0.9% | 0.30% | +0.04 |
| CEVA Ceva Inc. | Reduce -0.9% | 0.22% | +0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| SMCI Super Micro Computer Inc. | New | 8.22% | +8.22 |
| PLXS Plexus Corp. | Add +2.8% | 5.61% | +1.51 |
| SMTC Semtech Corp. | Add +4.6% | 2.25% | +0.85 |
| FND Floor & Decor Holdings Inc. Class A | Add +5.3% | 2.78% | +0.68 |
| IDCC Interdigital Inc. | Add +3.6% | 3.03% | +0.64 |
| LGIH Lgi Homes Inc. | Add +3.7% | 2.11% | +0.58 |
| GRMN Garmin Ltd. | Add +3.6% | 4.66% | +0.52 |
| ANET Arista Networks Inc. | Add +1.6% | 4.45% | +0.47 |
| AKAM Akamai Technologies Inc. | Add +6.3% | 2.86% | +0.47 |
| KRNT Kornit Digital Ltd. | Add +2.6% | 1.03% | +0.46 |
| ALGN Align Technology Inc. | Add +6.4% | 3.62% | +0.41 |
| DV Doubleverify Holdings Inc. | New | 0.37% | +0.37 |
| SWN Southwestern Energy Co. | Add +3.0% | 4.24% | +0.36 |
| MYGN Myriad Genetics Inc. | Add +21.1% | 1.31% | +0.35 |
| SNA Snap-on Inc. | Add +4.4% | 2.09% | +0.29 |
| UAA Under Armour Inc. Class A | Add +6.1% | 0.97% | +0.29 |
| CLB Core Laboratories Inc. | Add +26.7% | 1.98% | +0.28 |
| GNRC Generac Holdings Inc. | Add +5.6% | 1.16% | +0.25 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.3% | 1.98% | +0.25 |
| ADSK Autodesk Inc. | Add +2.7% | 1.86% | +0.24 |
| ISRG Intuitive Surgical Inc. | Add +0.3% | 2.31% | +0.23 |
| MLKN Millerknoll Inc. | Add +157.4% | 0.40% | +0.23 |
| VSAT Viasat Inc. | Add +28.1% | 1.00% | +0.17 |
| MSM MSC Industrial Direct Co. Class A | Add +5.8% | 1.04% | +0.14 |
| AIOT Powerfleet Inc. | Add +5.1% | 0.84% | +0.11 |
| FOXF Fox Factory Holding Corp. | New | 0.11% | +0.11 |
| SSTI Soundthinking Inc. | New | 0.10% | +0.10 |
| ZIP Ziprecruiter Inc. Class A | Add +52.2% | 0.27% | +0.10 |
| VRNT Verint Systems Inc. | New | 0.10% | +0.10 |
| GGG Graco Inc. | Add +3.4% | 0.69% | +0.09 |
| PAYX Paychex Inc. | Add +10.0% | 0.39% | +0.08 |
| LSTR Landstar System Inc. | Add +3.0% | 1.17% | +0.06 |
| TTWO Take-Two Interactive Softwre | Add +5.5% | 0.95% | +0.04 |
| DLB Dolby Laboratories Inc. Class A | Add +4.5% | 2.12% | +0.03 |
| CTLP Cantaloupe Inc. | Add +0.4% | 0.23% | +0.03 |
| MTLS Materialise NV-ADR | Add +0.5% | 0.17% | +0.02 |
| PRLB Proto Labs Inc. | Add +5.7% | 1.14% | +0.01 |
| SFIX Stitch Fix Inc. Class A | Add +48.1% | 0.73% | +0.01 |
| AMZN Amazon.com Inc. | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +34.9% | 0.01% | +0.00 |
| MDXG Mimedx Group Inc. | Add +0.8% | 0.04% | −0.01 |
| INMD Inmode Ltd. | Add +0.4% | 0.26% | −0.02 |
| SRI Stoneridge Inc. | Add +3.0% | 0.05% | −0.02 |
| PGNY Progyny Inc. | Add +56.5% | 0.26% | −0.02 |
| IPGP Ipg Photonics Corp. | Add +8.9% | 0.75% | −0.03 |
| THRM Gentherm Inc. | Add +2.0% | 1.03% | −0.04 |
| TREX Trex Company Inc. | Add +0.4% | 0.52% | −0.05 |
| INTU Intuit Inc. | Add +1.4% | 2.32% | −0.09 |
| CTRA Coterra Energy Inc. | Add +5.6% | 2.42% | −0.12 |
| POWI Power Integrations Inc. | Add +4.0% | 2.56% | −0.12 |
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 |