Disciplined Growth Investors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Disciplined Growth Investors Inc. reported 61 stock positions worth $4.9 billion. Its top holding was Garmin (GRMN) at 6.3% of the portfolio, followed by Plexus (PLXS, 6.2%) and Everpure Class A (P, 5.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 6 and reduced 53. The biggest buy was a new position in Dynatrace (DT) and the biggest sale Super Micro Computer (SMCI, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001050442
- Portfolio Value
- $4.9B (Q1 2026)
- SEC Filing
- 0001050442-26-000011 ↗ filed May 15, 2026
Holdings Value
Holdings 61 stocks · $4.9B
| GRMN Garmin Ltd. | 6.32% | 1,331,441 | $308.9M | Reduce -4.9% |
| PLXS Plexus Corp. | 6.19% | 1,494,619 | $302.7M | Reduce -6.0% |
| P Everpure Inc. Class A | 5.64% | 4,666,777 | $275.5M | Reduce -4.7% |
| EXE Expand Energy Corp. | 5.33% | 2,373,302 | $260.5M | Reduce -6.9% |
| VSAT Viasat Inc. | 5.31% | 5,660,688 | $259.3M | Reduce -4.5% |
| CTRA Coterra Energy Inc. | 4.60% | 6,395,098 | $224.7M | Reduce -5.6% |
| ANET Arista Networks Inc. | 4.55% | 1,810,993 | $222.4M | Reduce -7.1% |
| CGNX Cognex Corp. | 4.33% | 4,322,075 | $211.7M | Reduce -7.2% |
| AKAM Akamai Technologies Inc. | 3.90% | 1,658,792 | $190.5M | Reduce -6.5% |
| SMTC Semtech Corp. | 3.47% | 2,206,748 | $169.7M | Reduce -21.2% |
| IDCC Interdigital Inc. | 3.44% | 556,788 | $168.1M | Reduce -8.6% |
| PRLB Proto Labs Inc. | 2.91% | 2,497,355 | $142.4M | Reduce -6.6% |
| ALRM Alarm.com Holdings Inc. | 2.89% | 3,268,986 | $141.2M | Reduce -4.3% |
| ALGN Align Technology Inc. | 2.72% | 775,826 | $133.0M | Reduce -5.5% |
| SMCI Super Micro Computer Inc. | 2.32% | 4,987,159 | $113.6M | Reduce -48.3% |
| GNRC Generac Holdings Inc. | 2.32% | 580,928 | $113.5M | Reduce -7.5% |
| SNA Snap-on Inc. | 2.29% | 307,848 | $111.8M | Reduce -6.1% |
| POWI Power Integrations Inc. | 2.05% | 1,959,172 | $100.3M | Reduce -2.1% |
| GNTX Gentex Corp. | 2.02% | 4,519,708 | $98.8M | Reduce -5.9% |
| ZETA Zeta Global Holdings Corp. Class A | 2.00% | 6,153,472 | $98.0M | Add +11.9% |
| CLB Core Laboratories Inc. | 1.70% | 4,937,115 | $82.9M | Reduce -4.5% |
| MCHP Microchip Technology Inc. | 1.65% | 1,245,822 | $80.5M | Reduce -30.2% |
| DLB Dolby Laboratories Inc. Class A | 1.56% | 1,267,783 | $76.1M | Reduce -5.6% |
| ADSK Autodesk Inc. | 1.48% | 301,757 | $72.2M | Reduce -6.3% |
| SFIX Stitch Fix Inc. Class A | 1.27% | 18,738,180 | $62.0M | Reduce -3.8% |
| IPGP Ipg Photonics Corp. | 1.24% | 528,737 | $60.6M | Reduce -6.7% |
| TTWO Take-Two Interactive Softwre | 1.17% | 290,226 | $57.3M | Reduce -5.4% |
| FND Floor & Decor Holdings Inc. Class A | 1.14% | 1,091,841 | $55.5M | Reduce -4.8% |
| IT Gartner Inc. | 1.10% | 338,893 | $53.7M | Reduce -5.1% |
| CELH Celsius Holdings Inc. | 1.04% | 1,437,651 | $51.0M | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 1.01% | 106,961 | $49.3M | Reduce -3.1% |
| SN Sharkninja Inc. | 0.93% | 427,429 | $45.3M | Reduce -6.2% |
| SPSC SPS Commerce Inc. | 0.92% | 810,938 | $45.1M | Reduce -4.0% |
| KRNT Kornit Digital Ltd. | 0.90% | 2,998,670 | $44.0M | Reduce -1.2% |
| SSD Simpson Manufacturing Co. Inc. | 0.85% | 241,565 | $41.5M | Reduce -7.2% |
| INTU Intuit Inc. | 0.77% | 87,126 | $37.7M | Reduce -3.0% |
| DV Doubleverify Holdings Inc. | 0.76% | 3,908,101 | $37.1M | Add +4.5% |
| LGIH Lgi Homes Inc. | 0.58% | 721,601 | $28.5M | Add +1.5% |
| MNDY Monday.com Ltd. | 0.57% | 403,888 | $27.9M | Add +453.7% |
| GGG Graco Inc. | 0.57% | 327,401 | $27.7M | Reduce -8.7% |
| TREX Trex Company Inc. filed as TREX INC | 0.51% | 678,357 | $24.7M | Reduce -32.6% |
| DT Dynatrace Inc. | 0.50% | 658,723 | $24.4M | New |
| AIOT Powerfleet Inc. | 0.46% | 7,316,172 | $22.5M | Reduce -7.6% |
| GTLB Gitlab Inc. Class A | 0.40% | 909,547 | $19.7M | New |
| GEOS Geospace Technologies Corp. | 0.28% | 1,101,426 | $13.4M | Reduce -2.7% |
| PAYX Paychex Inc. | 0.27% | 143,000 | $13.2M | Reduce -6.8% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.22% | 293,840 | $10.8M | Add +121.4% |
| WEAV Weave Communications Inc. | 0.22% | 2,276,381 | $10.5M | Reduce -1.5% |
| PGNY Progyny Inc. | 0.20% | 574,566 | $9.8M | Reduce -7.7% |
| CEVA Ceva Inc. | 0.17% | 450,484 | $8.4M | Reduce -25.9% |
| ZIP Ziprecruiter Inc. Class A | 0.16% | 4,216,601 | $7.8M | Reduce -33.8% |
| MLKN Millerknoll Inc. | 0.15% | 498,550 | $7.2M | Reduce -3.4% |
| EGAN Egain Corp. | 0.15% | 912,349 | $7.2M | Reduce -2.5% |
| AXGN Axogen Inc. | 0.13% | 196,565 | $6.5M | Reduce -2.6% |
| MTLS Materialise NV-ADR | 0.11% | 1,135,387 | $5.6M | Reduce -3.3% |
| GLOB Globant SA | 0.08% | 81,927 | $3.8M | Reduce -2.6% |
| INMD Inmode Ltd. | 0.07% | 266,477 | $3.6M | Reduce -5.8% |
| MDXG Mimedx Group Inc. | 0.05% | 639,066 | $2.5M | Reduce -56.9% |
| SSTI Soundthinking Inc. | 0.03% | 196,468 | $1.3M | Add +0.3% |
| SRI Stoneridge Inc. | 0.02% | 197,087 | $952K | Reduce -3.4% |
| AAPL Apple Inc. | 0.01% | 992 | $252K | Reduce -35.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SMCI Super Micro Computer Inc. | Reduce -48.3% | 2.32% | −3.08 |
| SFIX Stitch Fix Inc. Class A | Reduce -3.8% | 1.27% | −0.69 |
| P Everpure Inc. Class A | Reduce -4.7% | 5.64% | −0.64 |
| IT Gartner Inc. | Reduce -5.1% | 1.10% | −0.63 |
| MCHP Microchip Technology Inc. | Reduce -30.2% | 1.65% | −0.53 |
| SPSC SPS Commerce Inc. | Reduce -4.0% | 0.92% | −0.52 |
| SMTC Semtech Corp. | Reduce -21.2% | 3.47% | −0.48 |
| ALRM Alarm.com Holdings Inc. | Reduce -4.3% | 2.89% | −0.45 |
| INTU Intuit Inc. | Reduce -3.0% | 0.77% | −0.37 |
| ADSK Autodesk Inc. | Reduce -6.3% | 1.48% | −0.35 |
| AIOT Powerfleet Inc. | Reduce -7.6% | 0.46% | −0.35 |
| ANET Arista Networks Inc. | Reduce -7.1% | 4.55% | −0.34 |
| TTWO Take-Two Interactive Softwre | Reduce -5.4% | 1.17% | −0.33 |
| ZIP Ziprecruiter Inc. Class A | Reduce -33.8% | 0.16% | −0.32 |
| CELH Celsius Holdings Inc. | Reduce -5.7% | 1.04% | −0.29 |
| IDCC Interdigital Inc. | Reduce -8.6% | 3.44% | −0.27 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -4.8% | 1.14% | −0.20 |
| ISRG Intuitive Surgical Inc. | Reduce -3.1% | 1.01% | −0.19 |
| TREX Trex Company Inc. | Reduce -32.6% | 0.51% | −0.17 |
| MDXG Mimedx Group Inc. | Reduce -56.9% | 0.05% | −0.14 |
| WEAV Weave Communications Inc. | Reduce -1.5% | 0.22% | −0.12 |
| GNTX Gentex Corp. | Reduce -5.9% | 2.02% | −0.12 |
| PGNY Progyny Inc. | Reduce -7.7% | 0.20% | −0.11 |
| DLB Dolby Laboratories Inc. Class A | Reduce -5.6% | 1.56% | −0.09 |
| GEOS Geospace Technologies Corp. | Reduce -2.7% | 0.28% | −0.09 |
| CEVA Ceva Inc. | Reduce -25.9% | 0.17% | −0.08 |
| PAYX Paychex Inc. | Reduce -6.8% | 0.27% | −0.06 |
| EXE Expand Energy Corp. | Reduce -6.9% | 5.33% | −0.05 |
| SN Sharkninja Inc. | Reduce -6.2% | 0.93% | −0.05 |
| EGAN Egain Corp. | Reduce -2.5% | 0.15% | −0.04 |
| MLKN Millerknoll Inc. | Reduce -3.4% | 0.15% | −0.03 |
| GLOB Globant SA | Reduce -2.6% | 0.08% | −0.03 |
| MTLS Materialise NV-ADR | Reduce -3.3% | 0.11% | −0.01 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.01 |
| INMD Inmode Ltd. | Reduce -5.8% | 0.07% | −0.00 |
| SRI Stoneridge Inc. | Reduce -3.4% | 0.02% | −0.00 |
| AAPL Apple Inc. | Reduce -35.4% | 0.01% | −0.00 |
| GGG Graco Inc. | Reduce -8.7% | 0.57% | +0.00 |
| AXGN Axogen Inc. | Reduce -2.6% | 0.13% | +0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -7.2% | 0.85% | +0.04 |
| KRNT Kornit Digital Ltd. | Reduce -1.2% | 0.90% | +0.06 |
| CLB Core Laboratories Inc. | Reduce -4.5% | 1.70% | +0.11 |
| SNA Snap-on Inc. | Reduce -6.1% | 2.29% | +0.13 |
| ALGN Align Technology Inc. | Reduce -5.5% | 2.72% | +0.27 |
| PRLB Proto Labs Inc. | Reduce -6.6% | 2.91% | +0.33 |
| IPGP Ipg Photonics Corp. | Reduce -6.7% | 1.24% | +0.46 |
| GNRC Generac Holdings Inc. | Reduce -7.5% | 2.32% | +0.68 |
| POWI Power Integrations Inc. | Reduce -2.1% | 2.05% | +0.69 |
| GRMN Garmin Ltd. | Reduce -4.9% | 6.32% | +0.89 |
Portfolio Buys Q4 2025 → Q1 2026
| DT Dynatrace Inc. | New | 0.50% | +0.50 |
| GTLB Gitlab Inc. Class A | New | 0.40% | +0.40 |
| MNDY Monday.com Ltd. | Add +453.7% | 0.57% | +0.37 |
| YETI Yeti Holdings Inc. | Add +121.4% | 0.22% | +0.11 |
| LGIH Lgi Homes Inc. | Add +1.5% | 0.58% | −0.00 |
| SSTI Soundthinking Inc. | Add +0.3% | 0.03% | −0.00 |
| DV Doubleverify Holdings Inc. | Add +4.5% | 0.76% | −0.06 |
| ZETA Zeta Global Holdings Corp. Class A | Add +11.9% | 2.00% | −0.14 |
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 |