DISCIPLINED GROWTH INVESTORS INC /MN
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PLEXUS CORP COM(PLXS) | 1,590,840 | 1,494,619 | -96,221 | 233,853,480 | 302,720,132 | 6.19% | +68,866,652 |
| VIASAT INC COM(VSAT) | 5,925,770 | 5,660,688 | -265,082 | 204,202,034 | 259,259,510 | 5.31% | +55,057,476 |
| COTERRA ENERGY INC COM | 6,777,536 | 6,395,098 | -382,438 | 178,384,748 | 224,723,744 | 4.60% | +46,338,996 |
| COGNEX CORP COM(CGNX) | 4,655,358 | 4,322,075 | -333,283 | 167,499,781 | 211,738,454 | 4.33% | +44,238,673 |
| AKAMAI TECHNOLOGIES COM(AKAM) | 1,774,883 | 1,658,792 | -116,091 | 154,858,542 | 190,512,261 | 3.90% | +35,653,719 |
| POWER INTEGRATIONS INC COM(POWI) | 2,001,698 | 1,959,172 | -42,526 | 71,140,347 | 100,309,606 | 2.05% | +29,169,259 |
| GENERAC HLDGS INC COM(GNRC) | 627,776 | 580,928 | -46,848 | 85,609,813 | 113,472,666 | 2.32% | +27,862,853 |
| GARMIN LTD SHS(GRMN) | 1,399,515 | 1,331,441 | -68,074 | 283,891,618 | 308,907,626 | 6.32% | +25,016,008 |
| DYNATRACE INC NEW(DT) | 0 | 658,723 | +658,723 | 0 | 24,359,577 | 0.50% | +24,359,577 |
| IPG PHOTONICS CORP COM(IPGP) | 566,734 | 528,737 | -37,997 | 40,578,154 | 60,587,973 | 1.24% | +20,009,819 |
| GITLAB, INC(GTLB) | 0 | 909,547 | +909,547 | 0 | 19,682,597 | 0.40% | +19,682,597 |
| MONDAY.COM LTD SHS | 72,949 | 403,888 | +330,939 | 10,764,354 | 27,912,700 | 0.57% | +17,148,346 |
| PROTO LABS INC COM(PRLB) | 2,673,729 | 2,497,355 | -176,374 | 135,263,950 | 142,399,182 | 2.91% | +7,135,232 |
| YETI HLDGS INC COM(YETI) | 132,697 | 293,840 | +161,143 | 5,861,226 | 10,751,606 | 0.22% | +4,890,380 |
| ALIGN TECHNOLOGY INC | 820,935 | 775,826 | -45,109 | 128,189,000 | 132,999,851 | 2.72% | +4,810,851 |
| KORNIT DIGITAL LTD SHS | 3,034,591 | 2,998,670 | -35,921 | 43,637,419 | 43,960,502 | 0.90% | +323,083 |
| CORE LABORATORIES INC | 5,166,914 | 4,937,115 | -229,799 | 82,825,631 | 82,894,161 | 1.70% | +68,530 |
| AXOGEN INC COM(AXGN) | 201,876 | 196,565 | -5,311 | 6,607,401 | 6,512,198 | 0.13% | -95,203 |
| APPLE INC COM(AAPL) | 1,535 | 992 | -543 | 417,305 | 251,760 | 0.01% | -165,545 |
| STONERIDGE INC COM | 204,019 | 197,087 | -6,932 | 1,181,270 | 951,930 | 0.02% | -229,340 |
| SOUNDTHINKING INC COM | 195,941 | 196,468 | +527 | 1,573,406 | 1,300,618 | 0.03% | -272,788 |
| BROADCOM INC COM(AVGO) | 893 | 0 | -893 | 309,067 | 0 | — | -309,067 |
| MICROSOFT CORP COM(MSFT) | 672 | 0 | -672 | 324,993 | 0 | — | -324,993 |
| INMODE LTD SHS(INMD) | 282,869 | 266,477 | -16,392 | 4,155,346 | 3,645,405 | 0.07% | -509,941 |
| SIMPSON MFG INC COM(SSD) | 260,230 | 241,565 | -18,665 | 42,019,338 | 41,457,385 | 0.85% | -561,953 |
| MATERIALISE NV SPONSORED ADS | 1,173,846 | 1,135,387 | -38,459 | 6,514,845 | 5,608,812 | 0.11% | -906,033 |
| SNAP ON INC COM(SNA) | 327,754 | 307,848 | -19,906 | 112,944,028 | 111,816,551 | 2.29% | -1,127,477 |
| GRACO INC COM(GGG) | 358,412 | 327,401 | -31,011 | 29,379,032 | 27,714,495 | 0.57% | -1,664,537 |
| GLOBANT SA COM | 84,095 | 81,927 | -2,168 | 5,497,290 | 3,777,654 | 0.08% | -1,719,636 |
| LGI HOMES INC COM(LGIH) | 711,214 | 721,601 | +10,387 | 30,553,753 | 28,524,888 | 0.58% | -2,028,865 |
| MILLERKNOLL INC COM(MLKN) | 515,994 | 498,550 | -17,444 | 9,432,370 | 7,209,033 | 0.15% | -2,223,337 |
| EGAIN CORP COM NEW | 935,270 | 912,349 | -22,921 | 9,623,928 | 7,198,434 | 0.15% | -2,425,494 |
| PAYCHEX INC COM(PAYX) | 153,351 | 143,000 | -10,351 | 17,202,915 | 13,173,160 | 0.27% | -4,029,755 |
| CEVA INC COM(CEVA) | 607,748 | 450,484 | -157,264 | 13,078,737 | 8,415,041 | 0.17% | -4,663,696 |
| DOUBLEVERIFY HLDGS INC COM(DV) | 3,738,393 | 3,908,101 | +169,708 | 42,767,216 | 37,126,959 | 0.76% | -5,640,257 |
| GEOSPACE TECHNOLOGIES CORP COM | 1,131,568 | 1,101,426 | -30,142 | 19,134,815 | 13,437,397 | 0.27% | -5,697,418 |
| SHARKNINJA INC COM SHS(SN) | 455,597 | 427,429 | -28,168 | 50,981,304 | 45,264,731 | 0.93% | -5,716,573 |
| PROGYNY INC COM | 622,433 | 574,566 | -47,867 | 15,984,079 | 9,756,131 | 0.20% | -6,227,948 |
| WEAVE COMMUNICATIONS INC COM | 2,311,343 | 2,276,381 | -34,962 | 17,543,093 | 10,516,880 | 0.22% | -7,026,213 |
| MIMEDX GROUP INC COM | 1,482,894 | 639,066 | -843,828 | 10,039,192 | 2,524,311 | 0.05% | -7,514,881 |
| DOLBY LABORATORIES INC COM CL(DLB) | 1,342,492 | 1,267,783 | -74,709 | 86,214,836 | 76,143,047 | 1.56% | -10,071,789 |
| TREX CO INC COM(TREX) | 1,007,236 | 678,357 | -328,879 | 35,333,839 | 24,705,762 | 0.51% | -10,628,077 |
| GENTEX CORP COM(GNTX) | 4,803,223 | 4,519,708 | -283,515 | 111,770,999 | 98,755,620 | 2.02% | -13,015,379 |
| INTUITIVE SURGICAL INC | 110,426 | 106,961 | -3,465 | 62,540,869 | 49,307,951 | 1.01% | -13,232,918 |
| ZETA GLOBAL HOLDINGS CORP CL A(ZETA) | 5,500,408 | 6,153,472 | +653,064 | 111,933,303 | 97,963,274 | 2.00% | -13,970,029 |
| FLOOR & DECOR HLDGS INC CL A(FND) | 1,146,738 | 1,091,841 | -54,897 | 69,824,877 | 55,465,523 | 1.14% | -14,359,354 |
| ZIPRECRUITER INC CL A | 6,371,139 | 4,216,601 | -2,154,538 | 24,847,442 | 7,758,546 | 0.16% | -17,088,896 |
| CELSIUS HLDGS INC COM NEW(CELH) | 1,525,147 | 1,437,651 | -87,496 | 69,760,224 | 51,007,857 | 1.04% | -18,752,367 |
| POWERFLEET INC | 7,918,934 | 7,316,172 | -602,762 | 42,128,729 | 22,533,810 | 0.46% | -19,594,919 |
| EXPAND ENERGY CORPORATION COM(EXE) | 2,549,879 | 2,373,302 | -176,577 | 281,404,646 | 260,541,094 | 5.33% | -20,863,552 |
| TAKE-TWO INTERACTIVE SOFTWARE(TTWO) | 306,935 | 290,226 | -16,709 | 78,584,568 | 57,319,635 | 1.17% | -21,264,933 |
| INTUIT COM(INTU) | 89,795 | 87,126 | -2,669 | 59,482,004 | 37,671,540 | 0.77% | -21,810,464 |
| AUTODESK INC COM | 321,967 | 301,757 | -20,210 | 95,305,452 | 72,240,626 | 1.48% | -23,064,826 |
| INTERDIGITAL INC COM(IDCC) | 609,153 | 556,788 | -52,365 | 193,942,132 | 168,149,976 | 3.44% | -25,792,156 |
| SPS COMM INC COM(SPSC) | 844,613 | 810,938 | -33,675 | 75,280,357 | 45,144,918 | 0.92% | -30,135,439 |
| ARISTA NETWORKS INC COM SHS(ANET) | 1,948,824 | 1,810,993 | -137,831 | 255,354,409 | 222,353,721 | 4.55% | -33,000,688 |
| ALARM COM HLDGS INC COM | 3,417,517 | 3,268,986 | -148,531 | 174,361,717 | 141,187,505 | 2.89% | -33,174,212 |
| MICROCHIP TECHNOLOGY INC. COM(MCHP) | 1,785,355 | 1,245,822 | -539,533 | 113,762,821 | 80,492,559 | 1.65% | -33,270,262 |
| GARTNER INC COM(IT) | 357,160 | 338,893 | -18,267 | 90,104,325 | 53,660,318 | 1.10% | -36,444,007 |
| SEMTECH CORP COM(SMTC) | 2,801,291 | 2,206,748 | -594,543 | 206,427,134 | 169,676,854 | 3.47% | -36,750,280 |
| STITCH FIX INC COM CL A | 19,477,691 | 18,738,180 | -739,511 | 102,257,878 | 62,023,376 | 1.27% | -40,234,502 |
| EVERPURE INC CL A(P) | 4,897,406 | 4,666,777 | -230,629 | 328,175,176 | 275,526,514 | 5.64% | -52,648,662 |
| SUPER MICRO COMPUTER INC COM N(SMCI) | 9,637,492 | 4,987,159 | -4,650,333 | 282,089,391 | 113,557,610 | 2.32% | -168,531,781 |