Disciplined Growth Investors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Disciplined Growth Investors Inc. reported 65 stock positions worth $5.3 billion. Its top holding was Everpure Class A (P) at 6.6% of the portfolio, followed by Garmin (GRMN, 5.6%) and Expand Energy (EXE, 5.2%). Compared with Q3 2024, it opened 1 new position, sold out of 5, added to 25 and reduced 36. The biggest buy was a new position in Expand Energy (EXE) and the biggest sale an exit from Southwestern Energy (SWN).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.3B (Q4 2024)
- SEC Filing
- 0001050442-25-000007 ↗ filed Feb 14, 2025
Holdings Value
Holdings 65 stocks · $5.3B
| P Everpure Inc. Class A filed as PURE STORAGE INC | 6.58% | 5,629,496 | $345.8M | Reduce -1.0% |
| GRMN Garmin Ltd. | 5.57% | 1,420,035 | $292.9M | Add +1.4% |
| EXE Expand Energy Corp. | 5.18% | 2,736,972 | $272.5M | New |
| ANET Arista Networks Inc. | 5.06% | 2,405,303 | $265.9M | Reduce -1.9% |
| PLXS Plexus Corp. | 4.99% | 1,677,113 | $262.4M | Reduce -22.7% |
| SMCI Super Micro Computer Inc. | 4.28% | 7,390,816 | $225.3M | Add +608.3% |
| IDCC Interdigital Inc. | 4.11% | 1,114,983 | $216.0M | Reduce -1.6% |
| ALRM Alarm.com Holdings Inc. | 3.40% | 2,941,556 | $178.8M | Add +2.3% |
| SMTC Semtech Corp. | 3.17% | 2,692,955 | $166.6M | Add +3.2% |
| ALGN Align Technology Inc. | 3.12% | 787,596 | $164.2M | Add +4.6% |
| AKAM Akamai Technologies Inc. | 2.93% | 1,610,018 | $154.0M | Add +7.3% |
| CTRA Coterra Energy Inc. | 2.73% | 5,612,080 | $143.3M | Add +4.9% |
| GNTX Gentex Corp. | 2.61% | 4,782,808 | $137.4M | Add +6.4% |
| CGNX Cognex Corp. | 2.60% | 3,806,550 | $136.5M | Add +1.5% |
| RCL Royal Caribbean Cruises Ltd. | 2.56% | 583,402 | $134.6M | Reduce -1.4% |
| SNA Snap-on Inc. | 2.56% | 396,105 | $134.5M | Add +3.9% |
| POWI Power Integrations Inc. | 2.46% | 2,099,892 | $129.6M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 2.42% | 243,644 | $127.2M | Reduce -1.8% |
| INTU Intuit Inc. | 2.32% | 194,217 | $122.1M | Reduce -1.8% |
| DLB Dolby Laboratories Inc. Class A | 2.27% | 1,528,838 | $119.4M | Add +4.3% |
| FND Floor & Decor Holdings Inc. Class A | 2.27% | 1,196,282 | $119.3M | Add +1.1% |
| MCHP Microchip Technology Inc. | 2.04% | 1,869,452 | $107.2M | Add +2.7% |
| ADSK Autodesk Inc. | 2.00% | 355,801 | $105.2M | Reduce -0.5% |
| CLB Core Laboratories Inc. | 1.81% | 5,503,651 | $95.3M | Reduce -2.6% |
| PRLB Proto Labs Inc. | 1.62% | 2,173,699 | $85.0M | Add +5.7% |
| LGIH Lgi Homes Inc. | 1.58% | 930,262 | $83.2M | Reduce -1.0% |
| SFIX Stitch Fix Inc. Class A | 1.35% | 16,509,280 | $71.2M | Add +20.2% |
| GNRC Generac Holdings Inc. | 1.21% | 410,697 | $63.7M | Add +6.5% |
| KRNT Kornit Digital Ltd. | 1.19% | 2,013,833 | $62.3M | Reduce -4.7% |
| TTWO Take-Two Interactive Softwre | 1.15% | 329,199 | $60.6M | Add +0.5% |
| LSTR Landstar System Inc. | 1.07% | 327,459 | $56.3M | Add +0.2% |
| AIOT Powerfleet Inc. | 1.06% | 8,387,851 | $55.9M | Reduce -5.9% |
| UAA Under Armour Inc. Class A | 0.94% | 5,973,188 | $49.5M | Add +4.0% |
| MSM MSC Industrial Direct Co. Class A | 0.91% | 642,144 | $48.0M | Add +0.1% |
| THRM Gentherm Inc. | 0.90% | 1,187,316 | $47.4M | Add +1.5% |
| STRA Strategic Education Inc. | 0.77% | 435,530 | $40.7M | Reduce -5.5% |
| IPGP Ipg Photonics Corp. | 0.77% | 556,114 | $40.4M | Add +4.0% |
| GGG Graco Inc. | 0.67% | 417,722 | $35.2M | Reduce -0.5% |
| MYGN Myriad Genetics Inc. | 0.67% | 2,556,579 | $35.1M | Add +1.1% |
| VSAT Viasat Inc. | 0.64% | 3,938,494 | $33.5M | Reduce -10.9% |
| SPSC SPS Commerce Inc. | 0.54% | 154,794 | $28.5M | Reduce -8.2% |
| TREX Trex Company Inc. | 0.50% | 379,237 | $26.2M | Reduce -8.2% |
| PAYX Paychex Inc. | 0.45% | 167,190 | $23.4M | Add +7.9% |
| DV Doubleverify Holdings Inc. | 0.43% | 1,190,599 | $22.9M | Add +3.0% |
| CTLP Cantaloupe Inc. | 0.28% | 1,570,398 | $14.9M | Reduce -2.4% |
| GEOS Geospace Technologies Corp. | 0.27% | 1,425,514 | $14.3M | Reduce -8.4% |
| CEVA Ceva Inc. | 0.27% | 447,916 | $14.1M | Reduce -6.0% |
| PGNY Progyny Inc. | 0.22% | 659,987 | $11.4M | Reduce -20.2% |
| MTLS Materialise NV-ADR | 0.21% | 1,559,900 | $11.0M | Reduce -2.6% |
| PRO Pros Holdings Inc. | 0.21% | 492,999 | $10.8M | Reduce -5.0% |
| SRDX Surmodics Inc. | 0.17% | 229,584 | $9.1M | Reduce -17.1% |
| MLKN Millerknoll Inc. | 0.16% | 366,775 | $8.3M | Reduce -57.0% |
| ZIP Ziprecruiter Inc. Class A | 0.14% | 1,010,084 | $7.3M | Reduce -33.0% |
| EGAN Egain Corp. | 0.12% | 1,009,621 | $6.3M | Reduce -9.6% |
| SSTI Soundthinking Inc. | 0.11% | 449,683 | $5.9M | Reduce -2.7% |
| VRNT Verint Systems Inc. | 0.10% | 193,686 | $5.3M | Reduce -3.5% |
| INMD Inmode Ltd. | 0.10% | 303,779 | $5.1M | Reduce -62.4% |
| FOXF Fox Factory Holding Corp. | 0.08% | 135,426 | $4.1M | Reduce -2.1% |
| MDXG Mimedx Group Inc. | 0.06% | 347,946 | $3.3M | Reduce -2.1% |
| SRI Stoneridge Inc. | 0.03% | 226,545 | $1.4M | Reduce -8.3% |
| CHRS Coherus Oncology Inc. | 0.01% | 566,746 | $782K | Reduce -26.0% |
| AAPL Apple Inc. | 0.01% | 1,464 | $367K | No change |
| MSFT Microsoft Corp. | 0.01% | 679 | $286K | No change |
| AVGO Broadcom Inc. | 0.01% | 1,206 | $280K | Reduce -37.1% |
| AMZN Amazon.com Inc. | 0.01% | 1,260 | $276K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SWN Southwestern Energy Co. | Sold out | 0.00% | −4.24 |
| PLXS Plexus Corp. | Reduce -22.7% | 4.99% | −0.62 |
| LGIH Lgi Homes Inc. | Reduce -1.0% | 1.58% | −0.52 |
| VSAT Viasat Inc. | Reduce -10.9% | 0.64% | −0.36 |
| VZIO Vizio Holding Corp. Class A | Sold out | 0.00% | −0.33 |
| MLKN Millerknoll Inc. | Reduce -57.0% | 0.16% | −0.24 |
| CLB Core Laboratories Inc. | Reduce -2.6% | 1.81% | −0.17 |
| INMD Inmode Ltd. | Reduce -62.4% | 0.10% | −0.16 |
| ZIP Ziprecruiter Inc. Class A | Reduce -33.0% | 0.14% | −0.13 |
| POWI Power Integrations Inc. | Reduce -0.6% | 2.46% | −0.10 |
| SPSC SPS Commerce Inc. | Reduce -8.2% | 0.54% | −0.08 |
| ZUMZ Zumiez Inc. | Sold out | 0.00% | −0.07 |
| PGNY Progyny Inc. | Reduce -20.2% | 0.22% | −0.05 |
| STRA Strategic Education Inc. | Reduce -5.5% | 0.77% | −0.03 |
| GEOS Geospace Technologies Corp. | Reduce -8.4% | 0.27% | −0.03 |
| FOXF Fox Factory Holding Corp. | Reduce -2.1% | 0.08% | −0.03 |
| SRDX Surmodics Inc. | Reduce -17.1% | 0.17% | −0.03 |
| GGG Graco Inc. | Reduce -0.5% | 0.67% | −0.03 |
| SRI Stoneridge Inc. | Reduce -8.3% | 0.03% | −0.03 |
| TREX Trex Company Inc. | Reduce -8.2% | 0.50% | −0.02 |
| TVRD Cara Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -1.8% | 2.32% | −0.00 |
| AVGO Broadcom Inc. | Reduce -37.1% | 0.01% | −0.00 |
| CHRS Coherus Oncology Inc. | Reduce -26.0% | 0.01% | −0.00 |
| VRNT Verint Systems Inc. | Reduce -3.5% | 0.10% | +0.01 |
| SSTI Soundthinking Inc. | Reduce -2.7% | 0.11% | +0.01 |
| EGAN Egain Corp. | Reduce -9.6% | 0.12% | +0.01 |
| MDXG Mimedx Group Inc. | Reduce -2.1% | 0.06% | +0.02 |
| PRO Pros Holdings Inc. | Reduce -5.0% | 0.21% | +0.02 |
| MTLS Materialise NV-ADR | Reduce -2.6% | 0.21% | +0.04 |
| CEVA Ceva Inc. | Reduce -6.0% | 0.27% | +0.05 |
| CTLP Cantaloupe Inc. | Reduce -2.4% | 0.28% | +0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -1.8% | 2.42% | +0.11 |
| ADSK Autodesk Inc. | Reduce -0.5% | 2.00% | +0.14 |
| KRNT Kornit Digital Ltd. | Reduce -4.7% | 1.19% | +0.15 |
| AIOT Powerfleet Inc. | Reduce -5.9% | 1.06% | +0.22 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -1.4% | 2.56% | +0.57 |
| ANET Arista Networks Inc. | Reduce -1.9% | 5.06% | +0.60 |
| IDCC Interdigital Inc. | Reduce -1.6% | 4.11% | +1.07 |
| P Everpure Inc. Class A | Reduce -1.0% | 6.58% | +1.18 |
Portfolio Buys Q3 2024 → Q4 2024
| EXE Expand Energy Corp. | New | 5.18% | +5.18 |
| SMTC Semtech Corp. | Add +3.2% | 3.17% | +0.91 |
| GRMN Garmin Ltd. | Add +1.4% | 5.57% | +0.91 |
| SFIX Stitch Fix Inc. Class A | Add +20.2% | 1.35% | +0.62 |
| PRLB Proto Labs Inc. | Add +5.7% | 1.62% | +0.47 |
| SNA Snap-on Inc. | Add +3.9% | 2.56% | +0.47 |
| ALRM Alarm.com Holdings Inc. | Add +2.3% | 3.40% | +0.43 |
| CTRA Coterra Energy Inc. | Add +4.9% | 2.73% | +0.30 |
| TTWO Take-Two Interactive Softwre | Add +0.5% | 1.15% | +0.20 |
| DLB Dolby Laboratories Inc. Class A | Add +4.3% | 2.27% | +0.15 |
| GNTX Gentex Corp. | Add +6.4% | 2.61% | +0.09 |
| DV Doubleverify Holdings Inc. | Add +3.0% | 0.43% | +0.07 |
| AKAM Akamai Technologies Inc. | Add +7.3% | 2.93% | +0.07 |
| PAYX Paychex Inc. | Add +7.9% | 0.45% | +0.05 |
| GNRC Generac Holdings Inc. | Add +6.5% | 1.21% | +0.05 |
| IPGP Ipg Photonics Corp. | Add +4.0% | 0.77% | +0.02 |
| UAA Under Armour Inc. Class A | Add +4.0% | 0.94% | −0.03 |
| LSTR Landstar System Inc. | Add +0.2% | 1.07% | −0.10 |
| THRM Gentherm Inc. | Add +1.5% | 0.90% | −0.13 |
| MSM MSC Industrial Direct Co. Class A | Add +0.1% | 0.91% | −0.13 |
| CGNX Cognex Corp. | Add +1.5% | 2.60% | −0.28 |
| ALGN Align Technology Inc. | Add +4.6% | 3.12% | −0.50 |
| FND Floor & Decor Holdings Inc. Class A | Add +1.1% | 2.27% | −0.51 |
| MYGN Myriad Genetics Inc. | Add +1.1% | 0.67% | −0.64 |
| MCHP Microchip Technology Inc. | Add +2.7% | 2.04% | −0.72 |
| SMCI Super Micro Computer Inc. | Add +608.3% | 4.28% | −3.93 |
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 |