Disciplined Growth Investors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Disciplined Growth Investors Inc. reported 61 stock positions worth $5.2 billion. Its top holding was Everpure Class A (P) at 6.3% of the portfolio, followed by Garmin (GRMN, 5.4%) and Super Micro Computer (SMCI, 5.4%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 46 and reduced 12. The biggest buy was Gartner (IT, shares +312%) and the biggest sale Everpure Class A (P, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $5.2B (Q4 2025)
- SEC Filing
- 0001050442-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 61 stocks · $5.2B
| P Everpure Inc. Class A filed as PURE STORAGE INC | 6.28% | 4,897,406 | $328.2M | Reduce -5.1% |
| GRMN Garmin Ltd. | 5.43% | 1,399,515 | $283.9M | Add +1.6% |
| SMCI Super Micro Computer Inc. | 5.40% | 9,637,492 | $282.1M | Add +1.6% |
| EXE Expand Energy Corp. | 5.39% | 2,549,879 | $281.4M | Add +2.3% |
| ANET Arista Networks Inc. | 4.89% | 1,948,824 | $255.4M | Add +1.3% |
| PLXS Plexus Corp. | 4.48% | 1,590,840 | $233.9M | Add +2.4% |
| SMTC Semtech Corp. | 3.95% | 2,801,291 | $206.4M | Add +2.6% |
| VSAT Viasat Inc. | 3.91% | 5,925,770 | $204.2M | Add +3.5% |
| IDCC Interdigital Inc. | 3.71% | 609,153 | $193.9M | Reduce -23.0% |
| CTRA Coterra Energy Inc. | 3.41% | 6,777,536 | $178.4M | Add +1.5% |
| ALRM Alarm.com Holdings Inc. | 3.34% | 3,417,517 | $174.4M | Add +2.6% |
| CGNX Cognex Corp. | 3.21% | 4,655,358 | $167.5M | Add +1.1% |
| AKAM Akamai Technologies Inc. | 2.96% | 1,774,883 | $154.9M | Add +1.8% |
| PRLB Proto Labs Inc. | 2.59% | 2,673,729 | $135.3M | Add +3.1% |
| ALGN Align Technology Inc. | 2.45% | 820,935 | $128.2M | Add +2.1% |
| MCHP Microchip Technology Inc. | 2.18% | 1,785,355 | $113.8M | Add +0.2% |
| SNA Snap-on Inc. | 2.16% | 327,754 | $112.9M | Add +0.5% |
| ZETA Zeta Global Holdings Corp. Class A | 2.14% | 5,500,408 | $111.9M | Reduce -10.1% |
| GNTX Gentex Corp. | 2.14% | 4,803,223 | $111.8M | Add +1.4% |
| SFIX Stitch Fix Inc. Class A | 1.96% | 19,477,691 | $102.3M | Add +11.2% |
| ADSK Autodesk Inc. | 1.82% | 321,967 | $95.3M | Add +0.4% |
| IT Gartner Inc. | 1.72% | 357,160 | $90.1M | Add +312.0% |
| DLB Dolby Laboratories Inc. Class A | 1.65% | 1,342,492 | $86.2M | Reduce -2.3% |
| GNRC Generac Holdings Inc. | 1.64% | 627,776 | $85.6M | Add +1.6% |
| CLB Core Laboratories Inc. | 1.59% | 5,166,914 | $82.8M | Reduce -13.4% |
| TTWO Take-Two Interactive Softwre | 1.50% | 306,935 | $78.6M | Add +0.2% |
| SPSC SPS Commerce Inc. | 1.44% | 844,613 | $75.3M | Add +6.6% |
| POWI Power Integrations Inc. | 1.36% | 2,001,698 | $71.1M | Add +1.8% |
| FND Floor & Decor Holdings Inc. Class A | 1.34% | 1,146,738 | $69.8M | Add +2.4% |
| CELH Celsius Holdings Inc. | 1.34% | 1,525,147 | $69.8M | Add +121.6% |
| ISRG Intuitive Surgical Inc. | 1.20% | 110,426 | $62.5M | Add +0.9% |
| INTU Intuit Inc. | 1.14% | 89,795 | $59.5M | Reduce -1.3% |
| SN Sharkninja Inc. | 0.98% | 455,597 | $51.0M | Add +1.8% |
| KRNT Kornit Digital Ltd. | 0.84% | 3,034,591 | $43.6M | Add +65.1% |
| DV Doubleverify Holdings Inc. | 0.82% | 3,738,393 | $42.8M | Add +29.1% |
| AIOT Powerfleet Inc. | 0.81% | 7,918,934 | $42.1M | Add +7.7% |
| SSD Simpson Manufacturing Co. Inc. | 0.80% | 260,230 | $42.0M | Add +1.6% |
| IPGP Ipg Photonics Corp. | 0.78% | 566,734 | $40.6M | Add +0.9% |
| TREX Trex Company Inc. | 0.68% | 1,007,236 | $35.3M | Reduce -2.7% |
| LGIH Lgi Homes Inc. | 0.58% | 711,214 | $30.6M | Reduce -9.6% |
| GGG Graco Inc. | 0.56% | 358,412 | $29.4M | Add +2.1% |
| ZIP Ziprecruiter Inc. Class A | 0.48% | 6,371,139 | $24.8M | Add +53.4% |
| GEOS Geospace Technologies Corp. | 0.37% | 1,131,568 | $19.1M | Reduce -1.9% |
| WEAV Weave Communications Inc. | 0.34% | 2,311,343 | $17.5M | Add +82.7% |
| PAYX Paychex Inc. | 0.33% | 153,351 | $17.2M | Add +1.5% |
| PGNY Progyny Inc. | 0.31% | 622,433 | $16.0M | Add +3.4% |
| CEVA Ceva Inc. | 0.25% | 607,748 | $13.1M | Add +12.5% |
| MNDY Monday.com Ltd. | 0.21% | 72,949 | $10.8M | New |
| MDXG Mimedx Group Inc. | 0.19% | 1,482,894 | $10.0M | Add +7.2% |
| EGAN Egain Corp. | 0.18% | 935,270 | $9.6M | Add +7.7% |
| MLKN Millerknoll Inc. | 0.18% | 515,994 | $9.4M | Add +9.3% |
| AXGN Axogen Inc. | 0.13% | 201,876 | $6.6M | Add +20.5% |
| MTLS Materialise NV-ADR | 0.12% | 1,173,846 | $6.5M | Add +16.4% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.11% | 132,697 | $5.9M | Reduce -82.8% |
| GLOB Globant SA | 0.11% | 84,095 | $5.5M | Add +17.7% |
| INMD Inmode Ltd. | 0.08% | 282,869 | $4.2M | Add +10.7% |
| SSTI Soundthinking Inc. | 0.03% | 195,941 | $1.6M | Reduce -52.6% |
| SRI Stoneridge Inc. | 0.02% | 204,019 | $1.2M | Add +6.8% |
| AAPL Apple Inc. | 0.01% | 1,535 | $417K | No change |
| MSFT Microsoft Corp. | 0.01% | 672 | $325K | No change |
| AVGO Broadcom Inc. | 0.01% | 893 | $309K | Reduce -13.9% |
Portfolio Sells Q3 2025 → Q4 2025
| P Everpure Inc. Class A | Reduce -5.1% | 6.28% | −1.55 |
| IDCC Interdigital Inc. | Reduce -23.0% | 3.71% | −1.24 |
| YETI Yeti Holdings Inc. | Reduce -82.8% | 0.11% | −0.35 |
| TREX Trex Company Inc. | Reduce -2.7% | 0.68% | −0.29 |
| PRO Pros Holdings Inc. | Sold out | 0.00% | −0.21 |
| LGIH Lgi Homes Inc. | Reduce -9.6% | 0.58% | −0.15 |
| DLB Dolby Laboratories Inc. Class A | Reduce -2.3% | 1.65% | −0.15 |
| CTLP Cantaloupe Inc. | Sold out | 0.00% | −0.09 |
| SSTI Soundthinking Inc. | Reduce -52.6% | 0.03% | −0.06 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -10.1% | 2.14% | −0.06 |
| FOXF Fox Factory Holding Corp. | Sold out | 0.00% | −0.06 |
| VRNT Verint Systems Inc. | Sold out | 0.00% | −0.05 |
| GEOS Geospace Technologies Corp. | Reduce -1.9% | 0.37% | −0.03 |
| AVGO Broadcom Inc. | Reduce -13.9% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -1.3% | 1.14% | +0.01 |
| CLB Core Laboratories Inc. | Reduce -13.4% | 1.59% | +0.25 |
Portfolio Buys Q3 2025 → Q4 2025
| IT Gartner Inc. | Add +312.0% | 1.72% | +1.31 |
| VSAT Viasat Inc. | Add +3.5% | 3.91% | +0.87 |
| ALGN Align Technology Inc. | Add +2.1% | 2.45% | +0.63 |
| CELH Celsius Holdings Inc. | Add +121.6% | 1.34% | +0.62 |
| EXE Expand Energy Corp. | Add +2.3% | 5.39% | +0.59 |
| SFIX Stitch Fix Inc. Class A | Add +11.2% | 1.96% | +0.58 |
| AKAM Akamai Technologies Inc. | Add +1.8% | 2.96% | +0.57 |
| CTRA Coterra Energy Inc. | Add +1.5% | 3.41% | +0.55 |
| SMTC Semtech Corp. | Add +2.6% | 3.95% | +0.42 |
| PLXS Plexus Corp. | Add +2.4% | 4.48% | +0.40 |
| KRNT Kornit Digital Ltd. | Add +65.1% | 0.84% | +0.39 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 1.20% | +0.31 |
| PRLB Proto Labs Inc. | Add +3.1% | 2.59% | +0.24 |
| MNDY Monday.com Ltd. | New | 0.21% | +0.21 |
| DV Doubleverify Holdings Inc. | Add +29.1% | 0.82% | +0.19 |
| WEAV Weave Communications Inc. | Add +82.7% | 0.34% | +0.18 |
| ZIP Ziprecruiter Inc. Class A | Add +53.4% | 0.48% | +0.16 |
| SN Sharkninja Inc. | Add +1.8% | 0.98% | +0.14 |
| ALRM Alarm.com Holdings Inc. | Add +2.6% | 3.34% | +0.13 |
| SNA Snap-on Inc. | Add +0.5% | 2.16% | +0.11 |
| AIOT Powerfleet Inc. | Add +7.7% | 0.81% | +0.11 |
| MCHP Microchip Technology Inc. | Add +0.2% | 2.18% | +0.10 |
| AXGN Axogen Inc. | Add +20.5% | 0.13% | +0.07 |
| PGNY Progyny Inc. | Add +3.4% | 0.31% | +0.07 |
| TTWO Take-Two Interactive Softwre | Add +0.2% | 1.50% | +0.07 |
| EGAN Egain Corp. | Add +7.7% | 0.18% | +0.05 |
| GLOB Globant SA | Add +17.7% | 0.11% | +0.03 |
| MLKN Millerknoll Inc. | Add +9.3% | 0.18% | +0.03 |
| SSD Simpson Manufacturing Co. Inc. | Add +1.6% | 0.80% | +0.03 |
| MTLS Materialise NV-ADR | Add +16.4% | 0.12% | +0.02 |
| GGG Graco Inc. | Add +2.1% | 0.56% | +0.02 |
| MDXG Mimedx Group Inc. | Add +7.2% | 0.19% | +0.02 |
| INMD Inmode Ltd. | Add +10.7% | 0.08% | +0.01 |
| SRI Stoneridge Inc. | Add +6.8% | 0.02% | −0.00 |
| CEVA Ceva Inc. | Add +12.5% | 0.25% | −0.01 |
| PAYX Paychex Inc. | Add +1.5% | 0.33% | −0.02 |
| ADSK Autodesk Inc. | Add +0.4% | 1.82% | −0.02 |
| IPGP Ipg Photonics Corp. | Add +0.9% | 0.78% | −0.03 |
| SPSC SPS Commerce Inc. | Add +6.6% | 1.44% | −0.05 |
| POWI Power Integrations Inc. | Add +1.8% | 1.36% | −0.07 |
| FND Floor & Decor Holdings Inc. Class A | Add +2.4% | 1.34% | −0.16 |
| ANET Arista Networks Inc. | Add +1.3% | 4.89% | −0.19 |
| GNRC Generac Holdings Inc. | Add +1.6% | 1.64% | −0.24 |
| GNTX Gentex Corp. | Add +1.4% | 2.14% | −0.29 |
| CGNX Cognex Corp. | Add +1.1% | 3.21% | −0.57 |
| GRMN Garmin Ltd. | Add +1.6% | 5.43% | −0.71 |
| SMCI Super Micro Computer Inc. | Add +1.6% | 5.40% | −2.84 |
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 |