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Size ($ in 1000's)
At 12/31/2023: $4,580,207
At 09/30/2023: $4,202,798
Disciplined Growth Investors Inc. MN holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Disciplined Growth Investors Inc. MN 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Disciplined Growth Investors Inc. MN top holdings by largest position size, as per the latest 13f filing made by Disciplined Growth Investors Inc. MN.
In the Disciplined Growth Investors Inc. MN-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Disciplined Growth Investors Inc. MN in that top holding, then the share count change between reporting periods, and finally the Disciplined Growth Investors Inc. MN top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SUPER MICRO COMPUTER INC COM |
2,725,280 |
-105,979 |
$774,688 | | SMCI | 2,725,280 | -105,979 | $774,688 | | PLEXUS CORP COM |
2,038,667 |
-5,586 |
$220,441 | | PLXS | 2,038,667 | -5,586 | $220,441 | | PURE STORAGE INC CL A |
5,673,475 |
-39,210 |
$202,316 | | PSTG | 5,673,475 | -39,210 | $202,316 | | SOUTHWESTERN ENERGY CO COM |
29,471,745 |
+55,540 |
$193,040 | | SWN | 29,471,745 | +55,540 | $193,040 | | ALIGN TECHNOLOGY INC |
671,389 |
+222,354 |
$183,961 | | ALGN | 671,389 | +222,354 | $183,961 | | GARMIN LTD SHS |
1,352,961 |
-5,667 |
$173,910 | | GRMN | 1,352,961 | -5,667 | $173,910 | | POWER INTEGRATIONS INC COM |
2,039,868 |
-31,161 |
$167,494 | | POWI | 2,039,868 | -31,161 | $167,494 | | AKAMAI TECHNOLOGIES COM |
1,376,146 |
-18,966 |
$162,867 | | AKAM | 1,376,146 | -18,966 | $162,867 | | MICROCHIP TECHNOLOGY INC. COM |
1,739,111 |
-8,017 |
$156,833 | | MCHP | 1,739,111 | -8,017 | $156,833 | | ARISTA NETWORKS INC COM |
629,993 |
-12,997 |
$148,370 | | ANET | 629,993 | -12,997 | $148,370 | | INTUIT COM |
221,589 |
-40,694 |
$138,500 | | INTU | 221,589 | -40,694 | $138,500 | | GENTEX CORP COM |
4,138,578 |
-1,462 |
$135,166 | | GNTX | 4,138,578 | -1,462 | $135,166 | | COTERRA ENERGY INC COM |
4,884,903 |
-782 |
$124,663 | | CTRA | 4,884,903 | -782 | $124,663 | | DOLBY LABORATORIES INC COM CL |
1,371,321 |
-13,550 |
$118,180 | | DLB | 1,371,321 | -13,550 | $118,180 | | ALARM COM HLDGS INC COM |
1,735,710 |
-422 |
$112,162 | | ALRM | 1,735,710 | -422 | $112,162 | | SNAP ON INC COM |
352,094 |
-2,990 |
$101,699 | | SNA | 352,094 | -2,990 | $101,699 | | INTUITIVE SURGICAL INC |
264,280 |
-6,175 |
$89,158 | | ISRG | 264,280 | -6,175 | $89,158 | | AUTODESK INC COM |
364,776 |
-8,364 |
$88,816 | | ADSK | 364,776 | -8,364 | $88,816 | | VIASAT INC COM |
3,059,517 |
+5,359 |
$85,514 | | VSAT | 3,059,517 | +5,359 | $85,514 | | COGNEX CORP COM |
1,943,245 |
-3,876 |
$81,111 | | CGNX | 1,943,245 | -3,876 | $81,111 | | ROYAL CARIBBEAN GROUP |
622,668 |
-92,343 |
$80,629 | | RCL | 622,668 | -92,343 | $80,629 | | FLOOR & DECOR HLDGS INC CL A |
712,795 |
+13,916 |
$79,519 | | FND | 712,795 | +13,916 | $79,519 | | INTERDIGITAL INC COM |
675,865 |
-1,361 |
$73,358 | | IDCC | 675,865 | -1,361 | $73,358 | | LGI HOMES INC COM |
548,465 |
+41,858 |
$73,034 | | LGIH | 548,465 | +41,858 | $73,034 | | PROTO LABS INC COM |
1,739,638 |
-24,759 |
$67,776 | | PRLB | 1,739,638 | -24,759 | $67,776 | | LANDSTAR SYS INC COM |
326,540 |
-5,837 |
$63,234 | | LSTR | 326,540 | -5,837 | $63,234 | | GENTHERM INC COM |
1,084,724 |
-6,943 |
$56,796 | | THRM | 1,084,724 | -6,943 | $56,796 | | IPG PHOTONICS CORP COM |
423,352 |
-149 |
$45,951 | | IPGP | 423,352 | -149 | $45,951 | | GENERAC HLDGS INC COM |
333,042 |
+25,360 |
$43,042 | | GNRC | 333,042 | +25,360 | $43,042 | | STRATEGIC ED INC COM |
461,780 |
-16,376 |
$42,655 | | STRA | 461,780 | -16,376 | $42,655 | | MYRIAD GENETICS INC COM |
1,955,236 |
-18,076 |
$37,423 | | MYGN | 1,955,236 | -18,076 | $37,423 | | UNDER ARMOUR INC CL A |
4,256,924 |
-899,739 |
$37,418 | | UAA | 4,256,924 | -899,739 | $37,418 | | GRACO INC COM |
427,823 |
-10,462 |
$37,118 | | GGG | 427,823 | -10,462 | $37,118 | | TREX CO INC COM |
410,003 |
-15,577 |
$33,944 | | TREX | 410,003 | -15,577 | $33,944 | | KORNIT DIGITAL LTD SHS |
1,709,576 |
+1,379,036 |
$32,755 | | KRNT | 1,709,576 | +1,379,036 | $32,755 | | SPS COMM INC COM |
167,480 |
-23,216 |
$32,464 | | SPSC | 167,480 | -23,216 | $32,464 | | MSC INDL DIRECT INC CL A COM |
259,603 |
-6,775 |
$26,287 | | MSM | 259,603 | -6,775 | $26,287 | | STITCH FIX INC COM CL A |
6,306,801 |
+98,634 |
$22,515 | | SFIX | 6,306,801 | +98,634 | $22,515 | | SURMODICS INC COM |
614,891 |
+19,188 |
$22,351 | | SRDX | 614,891 | +19,188 | $22,351 | | MIX TELEMATICS LTD SPONSORED A |
2,528,718 |
+20,978 |
$21,772 | | MIXT | 2,528,718 | +20,978 | $21,772 | | PROS HOLDINGS INC COM |
510,328 |
-3,463 |
$19,796 | | PRO | 510,328 | -3,463 | $19,796 | | GEOSPACE TECHNOLOGIES CORP COM |
1,490,135 |
-7,351 |
$19,312 | | GEOS | 1,490,135 | -7,351 | $19,312 | | TAKE TWO INTERACTIVE SOFTWARE |
111,500 |
-558 |
$17,946 | | TTWO | 111,500 | -558 | $17,946 | | PAYCHEX INC COM |
142,708 |
-14,695 |
$16,998 | | PAYX | 142,708 | -14,695 | $16,998 | | VIZIO HLDG CORP CL A COM |
2,080,515 |
-5,143 |
$16,020 | | VZIO | 2,080,515 | -5,143 | $16,020 | | CORE LABORATORIES INC |
752,367 |
+13,983 |
$13,287 | | CLB | 752,367 | +13,983 | $13,287 | | SEMTECH CORP COM |
491,925 |
-20,576 |
$10,778 | | SMTC | 491,925 | -20,576 | $10,778 | | CANTALOUPE INC |
1,445,336 |
+1,445,336 |
$10,710 | | CTLP | 1,445,336 | +1,445,336 | $10,710 | | CEVA INC COM |
455,070 |
-4,156 |
$10,335 | | CEVA | 455,070 | -4,156 | $10,335 | | MATERIALISE NV SPONSORED ADS |
1,421,484 |
+1,421,484 |
$9,332 | | MTLS | 1,421,484 | +1,421,484 | $9,332 |
See Full List: All Stocks Held By Disciplined Growth Investors Inc. MN
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Disciplined Growth Investors Inc. MN
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