Disciplined Growth Investors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Disciplined Growth Investors Inc. reported 64 stock positions worth $5.2 billion. Its top holding was Super Micro Computer (SMCI) at 9.1% of the portfolio, followed by Everpure Class A (P, 6.0%) and Expand Energy (EXE, 5.9%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 19 and reduced 40. The biggest buy was Super Micro Computer (SMCI, shares +17%) and the biggest sale an exit from MSC Industrial Direct Class A (MSM).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.2B (Q2 2025)
- SEC Filing
- 0001050442-25-000021 ↗ filed Aug 14, 2025
Holdings Value
Holdings 64 stocks · $5.2B
| SMCI Super Micro Computer Inc. | 9.12% | 9,730,773 | $476.9M | Add +16.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 6.01% | 5,457,555 | $314.2M | Reduce -0.5% |
| EXE Expand Energy Corp. | 5.87% | 2,622,749 | $306.7M | Reduce -2.1% |
| GRMN Garmin Ltd. | 5.67% | 1,419,365 | $296.2M | Add +0.4% |
| PLXS Plexus Corp. | 4.26% | 1,646,511 | $222.8M | Reduce -0.3% |
| IDCC Interdigital Inc. | 4.12% | 960,632 | $215.4M | Reduce -11.4% |
| ANET Arista Networks Inc. | 3.97% | 2,031,563 | $207.8M | Add +25.7% |
| ALRM Alarm.com Holdings Inc. | 3.78% | 3,491,824 | $197.5M | Add +3.0% |
| MCHP Microchip Technology Inc. | 3.51% | 2,611,152 | $183.7M | Reduce -1.4% |
| CTRA Coterra Energy Inc. | 3.35% | 6,910,582 | $175.4M | Reduce -0.5% |
| ALGN Align Technology Inc. | 3.06% | 844,987 | $160.0M | Add +0.9% |
| CGNX Cognex Corp. | 2.89% | 4,768,716 | $151.3M | Add +0.9% |
| AKAM Akamai Technologies Inc. | 2.80% | 1,838,778 | $146.7M | Reduce -0.6% |
| SMTC Semtech Corp. | 2.50% | 2,894,536 | $130.7M | Add +4.2% |
| SNA Snap-on Inc. | 2.32% | 389,186 | $121.1M | Reduce -1.3% |
| POWI Power Integrations Inc. | 2.20% | 2,060,826 | $115.2M | Reduce -0.8% |
| DLB Dolby Laboratories Inc. Class A | 2.19% | 1,538,824 | $114.3M | Reduce -0.5% |
| PRLB Proto Labs Inc. | 2.08% | 2,722,011 | $109.0M | Add +1.9% |
| GNTX Gentex Corp. | 2.07% | 4,922,641 | $108.2M | Reduce -0.1% |
| ADSK Autodesk Inc. | 2.02% | 340,860 | $105.5M | Reduce -0.8% |
| GNRC Generac Holdings Inc. | 1.75% | 640,519 | $91.7M | Reduce -0.5% |
| FND Floor & Decor Holdings Inc. Class A | 1.69% | 1,166,279 | $88.6M | Reduce -1.3% |
| VSAT Viasat Inc. | 1.63% | 5,845,100 | $85.3M | Add +15.8% |
| INTU Intuit Inc. | 1.58% | 105,131 | $82.8M | Reduce -41.3% |
| TTWO Take-Two Interactive Softwre | 1.49% | 320,810 | $77.9M | Reduce -0.6% |
| SFIX Stitch Fix Inc. Class A | 1.31% | 18,565,002 | $68.7M | Reduce -0.7% |
| CLB Core Laboratories Inc. | 1.20% | 5,440,884 | $62.7M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 1.19% | 114,204 | $62.1M | Reduce -15.2% |
| TREX Trex Company Inc. | 1.13% | 1,088,031 | $59.2M | Reduce -0.6% |
| SPSC SPS Commerce Inc. | 1.11% | 425,126 | $57.9M | Add +188.0% |
| SN Sharkninja Inc. | 0.88% | 465,178 | $46.0M | New |
| LGIH Lgi Homes Inc. | 0.85% | 860,457 | $44.3M | Reduce -7.9% |
| LSTR Landstar System Inc. | 0.82% | 309,783 | $43.1M | Reduce -0.3% |
| SSD Simpson Manufacturing Co. Inc. | 0.79% | 265,604 | $41.3M | Reduce -0.5% |
| IPGP Ipg Photonics Corp. | 0.76% | 579,951 | $39.8M | Reduce -0.3% |
| KRNT Kornit Digital Ltd. | 0.75% | 1,982,486 | $39.5M | Reduce -0.1% |
| UAA Under Armour Inc. Class A | 0.69% | 5,275,757 | $36.0M | Reduce -14.0% |
| CTLP Cantaloupe Inc. | 0.67% | 3,173,351 | $34.9M | Add +60.1% |
| AIOT Powerfleet Inc. | 0.66% | 8,049,058 | $34.7M | Reduce -0.6% |
| GGG Graco Inc. | 0.66% | 399,348 | $34.3M | Reduce -1.2% |
| CELH Celsius Holdings Inc. | 0.64% | 716,703 | $33.2M | Reduce -0.6% |
| DV Doubleverify Holdings Inc. | 0.58% | 2,031,795 | $30.4M | Reduce -0.9% |
| PAYX Paychex Inc. | 0.44% | 158,082 | $23.0M | Reduce -2.3% |
| ZIP Ziprecruiter Inc. Class A | 0.43% | 4,508,331 | $22.6M | Add +178.0% |
| PRO Pros Holdings Inc. | 0.42% | 1,400,778 | $21.9M | Add +30.4% |
| GEOS Geospace Technologies Corp. | 0.34% | 1,244,769 | $17.8M | Reduce -1.9% |
| PGNY Progyny Inc. | 0.27% | 639,837 | $14.1M | Reduce -2.0% |
| CEVA Ceva Inc. | 0.26% | 619,817 | $13.6M | Add +40.6% |
| MLKN Millerknoll Inc. | 0.21% | 574,049 | $11.1M | Add +0.4% |
| MTLS Materialise NV-ADR | 0.20% | 1,890,920 | $10.7M | Add +0.8% |
| VRNT Verint Systems Inc. | 0.15% | 396,998 | $7.8M | Reduce -0.8% |
| EGAN Egain Corp. | 0.11% | 948,583 | $5.9M | Reduce -1.6% |
| SSTI Soundthinking Inc. | 0.11% | 447,240 | $5.8M | Reduce -0.7% |
| INMD Inmode Ltd. | 0.08% | 304,069 | $4.4M | Add +2.5% |
| MYGN Myriad Genetics Inc. | 0.08% | 753,956 | $4.0M | Reduce -84.1% |
| FOXF Fox Factory Holding Corp. | 0.07% | 136,277 | $3.5M | Reduce -0.7% |
| SRDX Surmodics Inc. | 0.06% | 100,620 | $3.0M | Reduce -50.4% |
| MDXG Mimedx Group Inc. | 0.04% | 361,249 | $2.2M | Add +6.3% |
| AXGN Axogen Inc. | 0.03% | 165,657 | $1.8M | New |
| SRI Stoneridge Inc. | 0.03% | 223,177 | $1.6M | Reduce -2.1% |
| AAPL Apple Inc. | 0.01% | 2,312 | $474K | Add +73.6% |
| MSFT Microsoft Corp. | 0.01% | 679 | $338K | No change |
| AVGO Broadcom Inc. | 0.01% | 1,080 | $298K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 5,000 | $237K | New |
Portfolio Sells Q1 2025 → Q2 2025
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.99 |
| STRA Strategic Education Inc. | Sold out | 0.00% | −0.82 |
| CTRA Coterra Energy Inc. | Reduce -0.5% | 3.35% | −0.80 |
| MYGN Myriad Genetics Inc. | Reduce -84.1% | 0.08% | −0.79 |
| INTU Intuit Inc. | Reduce -41.3% | 1.58% | −0.69 |
| THRM Gentherm Inc. | Sold out | 0.00% | −0.66 |
| IDCC Interdigital Inc. | Reduce -11.4% | 4.12% | −0.52 |
| CLB Core Laboratories Inc. | Reduce -0.9% | 1.20% | −0.51 |
| LGIH Lgi Homes Inc. | Reduce -7.9% | 0.85% | −0.44 |
| SNA Snap-on Inc. | Reduce -1.3% | 2.32% | −0.43 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.43 |
| DLB Dolby Laboratories Inc. Class A | Reduce -0.5% | 2.19% | −0.39 |
| EXE Expand Energy Corp. | Reduce -2.1% | 5.87% | −0.31 |
| GNTX Gentex Corp. | Reduce -0.1% | 2.07% | −0.31 |
| AKAM Akamai Technologies Inc. | Reduce -0.6% | 2.80% | −0.28 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -1.3% | 1.69% | −0.27 |
| AIOT Powerfleet Inc. | Reduce -0.6% | 0.66% | −0.26 |
| ISRG Intuitive Surgical Inc. | Reduce -15.2% | 1.19% | −0.19 |
| TREX Trex Company Inc. | Reduce -0.6% | 1.13% | −0.18 |
| LSTR Landstar System Inc. | Reduce -0.3% | 0.82% | −0.14 |
| PLXS Plexus Corp. | Reduce -0.3% | 4.26% | −0.12 |
| UAA Under Armour Inc. Class A | Reduce -14.0% | 0.69% | −0.10 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -0.5% | 0.79% | −0.08 |
| PAYX Paychex Inc. | Reduce -2.3% | 0.44% | −0.08 |
| SRDX Surmodics Inc. | Reduce -50.4% | 0.06% | −0.07 |
| SSTI Soundthinking Inc. | Reduce -0.7% | 0.11% | −0.05 |
| GGG Graco Inc. | Reduce -1.2% | 0.66% | −0.04 |
| PGNY Progyny Inc. | Reduce -2.0% | 0.27% | −0.03 |
| KRNT Kornit Digital Ltd. | Reduce -0.1% | 0.75% | −0.03 |
| FOXF Fox Factory Holding Corp. | Reduce -0.7% | 0.07% | +0.00 |
| VRNT Verint Systems Inc. | Reduce -0.8% | 0.15% | +0.00 |
| IPGP Ipg Photonics Corp. | Reduce -0.3% | 0.76% | +0.00 |
| SRI Stoneridge Inc. | Reduce -2.1% | 0.03% | +0.01 |
| DV Doubleverify Holdings Inc. | Reduce -0.9% | 0.58% | +0.01 |
| EGAN Egain Corp. | Reduce -1.6% | 0.11% | +0.02 |
| POWI Power Integrations Inc. | Reduce -0.8% | 2.20% | +0.03 |
| SFIX Stitch Fix Inc. Class A | Reduce -0.7% | 1.31% | +0.06 |
| GNRC Generac Holdings Inc. | Reduce -0.5% | 1.75% | +0.07 |
| CELH Celsius Holdings Inc. | Reduce -0.6% | 0.64% | +0.10 |
| TTWO Take-Two Interactive Softwre | Reduce -0.6% | 1.49% | +0.11 |
| GEOS Geospace Technologies Corp. | Reduce -1.9% | 0.34% | +0.15 |
| ADSK Autodesk Inc. | Reduce -0.8% | 2.02% | +0.16 |
| MCHP Microchip Technology Inc. | Reduce -1.4% | 3.51% | +0.86 |
| P Everpure Inc. Class A | Reduce -0.5% | 6.01% | +0.98 |
Portfolio Buys Q1 2025 → Q2 2025
| SMCI Super Micro Computer Inc. | Add +16.5% | 9.12% | +3.20 |
| ANET Arista Networks Inc. | Add +25.7% | 3.97% | +1.38 |
| SN Sharkninja Inc. | New | 0.88% | +0.88 |
| SPSC SPS Commerce Inc. | Add +188.0% | 1.11% | +0.70 |
| VSAT Viasat Inc. | Add +15.8% | 1.63% | +0.54 |
| SMTC Semtech Corp. | Add +4.2% | 2.50% | +0.52 |
| CTLP Cantaloupe Inc. | Add +60.1% | 0.67% | +0.34 |
| ALGN Align Technology Inc. | Add +0.9% | 3.06% | +0.31 |
| ZIP Ziprecruiter Inc. Class A | Add +178.0% | 0.43% | +0.23 |
| PRLB Proto Labs Inc. | Add +1.9% | 2.08% | +0.15 |
| AXGN Axogen Inc. | New | 0.03% | +0.03 |
| CEVA Ceva Inc. | Add +40.6% | 0.26% | +0.03 |
| MTLS Materialise NV-ADR | Add +0.8% | 0.20% | +0.01 |
| AVGO Broadcom Inc. | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | New | 0.00% | +0.00 |
| AAPL Apple Inc. | Add +73.6% | 0.01% | +0.00 |
| PRO Pros Holdings Inc. | Add +30.4% | 0.42% | −0.00 |
| MDXG Mimedx Group Inc. | Add +6.3% | 0.04% | −0.01 |
| MLKN Millerknoll Inc. | Add +0.4% | 0.21% | −0.01 |
| INMD Inmode Ltd. | Add +2.5% | 0.08% | −0.02 |
| CGNX Cognex Corp. | Add +0.9% | 2.89% | −0.03 |
| ALRM Alarm.com Holdings Inc. | Add +3.0% | 3.78% | −0.13 |
| GRMN Garmin Ltd. | Add +0.4% | 5.67% | −0.69 |
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 |