DISCIPLINED GROWTH INVESTORS INC /MN
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ZETA GLOBAL HOLDINGS CORP CL A(ZETA) | 0 | 6,114,851 | +6,114,851 | 0 | 121,502,089 | 2.20% | +121,502,089 |
| PURE STORAGE INC CL A(P) | 5,457,555 | 5,160,182 | -297,373 | 314,246,017 | 432,474,853 | 7.84% | +118,228,836 |
| VIASAT INC COM(VSAT) | 5,845,100 | 5,725,915 | -119,185 | 85,338,460 | 167,769,309 | 3.04% | +82,430,849 |
| ARISTA NETWORKS INC COM SHS(ANET) | 2,031,563 | 1,923,266 | -108,297 | 207,849,211 | 280,239,089 | 5.08% | +72,389,878 |
| SEMTECH CORP COM(SMTC) | 2,894,536 | 2,729,382 | -165,154 | 130,659,355 | 195,014,344 | 3.53% | +64,354,989 |
| INTERDIGITAL INC COM(IDCC) | 960,632 | 790,941 | -169,691 | 215,402,513 | 273,056,561 | 4.95% | +57,654,048 |
| COGNEX CORP COM(CGNX) | 4,768,716 | 4,604,558 | -164,158 | 151,263,672 | 208,586,477 | 3.78% | +57,322,805 |
| GARMIN LTD SHS(GRMN) | 1,419,365 | 1,376,836 | -42,529 | 296,249,863 | 339,004,560 | 6.14% | +42,754,697 |
| GENTEX CORP COM(GNTX) | 4,922,641 | 4,736,620 | -186,021 | 108,248,876 | 134,046,346 | 2.43% | +25,797,470 |
| YETI HLDGS INC COM(YETI) | 0 | 772,764 | +772,764 | 0 | 25,640,310 | 0.46% | +25,640,310 |
| SPS COMM INC COM(SPSC) | 425,126 | 792,472 | +367,346 | 57,855,397 | 82,528,034 | 1.50% | +24,672,637 |
| GARTNER INC COM(IT) | 0 | 86,687 | +86,687 | 0 | 22,787,412 | 0.41% | +22,787,412 |
| PROTO LABS INC COM(PRLB) | 2,722,011 | 2,592,373 | -129,638 | 108,989,320 | 129,696,421 | 2.35% | +20,707,101 |
| GENERAC HLDGS INC COM(GNRC) | 640,519 | 618,214 | -22,305 | 91,728,726 | 103,489,024 | 1.87% | +11,760,298 |
| CORE LABORATORIES INC | 5,440,884 | 5,969,860 | +528,976 | 62,678,984 | 73,787,470 | 1.34% | +11,108,486 |
| WEAVE COMMUNICATIONS INC COM | 0 | 1,265,453 | +1,265,453 | 0 | 8,453,226 | 0.15% | +8,453,226 |
| STITCH FIX INC COM CL A | 18,565,002 | 17,510,800 | -1,054,202 | 68,690,507 | 76,171,980 | 1.38% | +7,481,473 |
| MIMEDX GROUP INC COM | 361,249 | 1,383,451 | +1,022,202 | 2,207,231 | 9,656,488 | 0.17% | +7,449,257 |
| CELSIUS HLDGS INC COM NEW(CELH) | 716,703 | 688,200 | -28,503 | 33,247,852 | 39,564,618 | 0.72% | +6,316,766 |
| IPG PHOTONICS CORP COM(IPGP) | 579,951 | 561,566 | -18,385 | 39,813,636 | 44,470,412 | 0.81% | +4,656,776 |
| DOUBLEVERIFY HLDGS INC COM(DV) | 2,031,795 | 2,895,694 | +863,899 | 30,415,971 | 34,690,414 | 0.63% | +4,274,443 |
| GEOSPACE TECHNOLOGIES CORP COM | 1,244,769 | 1,153,589 | -91,180 | 17,750,406 | 21,872,047 | 0.40% | +4,121,641 |
| GLOBANT SA | 0 | 71,448 | +71,448 | 0 | 4,099,686 | 0.07% | +4,099,686 |
| POWERFLEET INC | 8,049,058 | 7,351,898 | -697,160 | 34,691,440 | 38,523,946 | 0.70% | +3,832,506 |
| PLEXUS CORP COM(PLXS) | 1,646,511 | 1,553,569 | -92,942 | 222,789,403 | 224,785,899 | 4.07% | +1,996,496 |
| EGAIN CORP COM NEW | 948,583 | 868,825 | -79,758 | 5,928,644 | 7,567,466 | 0.14% | +1,638,822 |
| SIMPSON MFG INC COM(SSD) | 265,604 | 256,037 | -9,567 | 41,250,957 | 42,875,956 | 0.78% | +1,624,999 |
| TAKE-TWO INTERACTIVE SOFTWARE(TTWO) | 320,810 | 306,348 | -14,462 | 77,908,708 | 79,148,069 | 1.43% | +1,239,361 |
| AXOGEN INC COM(AXGN) | 165,657 | 167,577 | +1,920 | 1,797,378 | 2,989,574 | 0.05% | +1,192,196 |
| CEVA INC COM(CEVA) | 619,817 | 540,070 | -79,747 | 13,623,578 | 14,263,249 | 0.26% | +639,671 |
| SHARKNINJA INC COM SHS(SN) | 465,178 | 447,718 | -17,460 | 46,047,970 | 46,182,112 | 0.84% | +134,142 |
| BROADCOM INC COM(AVGO) | 1,080 | 1,037 | -43 | 297,702 | 342,117 | 0.01% | +44,415 |
| MICROSOFT CORP COM(MSFT) | 679 | 672 | -7 | 337,741 | 348,062 | 0.01% | +10,321 |
| APPLE INC COM(AAPL) | 2,312 | 1,535 | -777 | 474,353 | 390,857 | 0.01% | -83,496 |
| STONERIDGE INC COM | 223,177 | 190,991 | -32,186 | 1,571,166 | 1,455,351 | 0.03% | -115,815 |
| BANK AMERICA CORP COM | 5,000 | 0 | -5,000 | 236,600 | 0 | — | -236,600 |
| FOX FACTORY HLDG CORP COM | 136,277 | 127,462 | -8,815 | 3,535,025 | 3,096,052 | 0.06% | -438,973 |
| INMODE LTD SHS(INMD) | 304,069 | 255,620 | -48,449 | 4,390,756 | 3,808,738 | 0.07% | -582,018 |
| SOUNDTHINKING INC COM | 447,240 | 413,441 | -33,799 | 5,838,718 | 4,986,098 | 0.09% | -852,620 |
| PROGYNY INC COM | 639,837 | 601,809 | -38,028 | 14,076,414 | 12,950,930 | 0.23% | -1,125,484 |
| MILLERKNOLL INC COM(MLKN) | 574,049 | 472,044 | -102,005 | 11,148,032 | 8,374,061 | 0.15% | -2,773,971 |
| SURMODICS INC COM | 100,620 | 0 | -100,620 | 2,989,420 | 0 | — | -2,989,420 |
| AUTODESK INC COM | 340,860 | 320,777 | -20,083 | 105,520,030 | 101,901,230 | 1.85% | -3,618,800 |
| LGI HOMES INC COM(LGIH) | 860,457 | 787,022 | -73,435 | 44,330,745 | 40,696,908 | 0.74% | -3,633,837 |
| PAYCHEX INC COM(PAYX) | 158,082 | 151,143 | -6,939 | 22,994,608 | 19,158,887 | 0.35% | -3,835,721 |
| MYRIAD GENETICS INC COM | 753,956 | 0 | -753,956 | 4,003,506 | 0 | — | -4,003,506 |
| GRACO INC COM(GGG) | 399,348 | 350,878 | -48,470 | 34,331,948 | 29,810,595 | 0.54% | -4,521,353 |
| VERINT SYS INC COM | 396,998 | 143,143 | -253,855 | 7,808,951 | 2,898,646 | 0.05% | -4,910,305 |
| ZIPRECRUITER INC CL A | 4,508,331 | 4,153,074 | -355,257 | 22,586,738 | 17,525,972 | 0.32% | -5,060,766 |
| MATERIALISE NV SPONSORED ADS | 1,890,920 | 1,008,237 | -882,683 | 10,683,698 | 5,615,880 | 0.10% | -5,067,818 |
| TREX CO INC COM(TREX) | 1,088,031 | 1,035,607 | -52,424 | 59,167,126 | 53,509,814 | 0.97% | -5,657,312 |
| FLOOR & DECOR HLDGS INC CL A(FND) | 1,166,279 | 1,119,517 | -46,762 | 88,590,553 | 82,508,403 | 1.49% | -6,082,150 |
| SNAP ON INC COM(SNA) | 389,186 | 326,023 | -63,163 | 121,106,899 | 112,976,750 | 2.05% | -8,130,149 |
| PROS HOLDINGS INC COM | 1,400,778 | 501,748 | -899,030 | 21,936,183 | 11,495,047 | 0.21% | -10,441,136 |
| INTUITIVE SURGICAL INC | 114,204 | 109,480 | -4,724 | 62,059,596 | 48,962,740 | 0.89% | -13,096,856 |
| AKAMAI TECHNOLOGIES COM(AKAM) | 1,838,778 | 1,744,167 | -94,611 | 146,660,933 | 132,138,092 | 2.39% | -14,522,841 |
| KORNIT DIGITAL LTD SHS | 1,982,486 | 1,838,476 | -144,010 | 39,471,296 | 24,819,426 | 0.45% | -14,651,870 |
| DOLBY LABORATORIES INC COM CL(DLB) | 1,538,824 | 1,373,562 | -165,262 | 114,273,070 | 99,404,682 | 1.80% | -14,868,388 |
| COTERRA ENERGY INC COM | 6,910,582 | 6,675,268 | -235,314 | 175,390,571 | 157,870,088 | 2.86% | -17,520,483 |
| INTUIT COM(INTU) | 105,131 | 91,011 | -14,120 | 82,804,330 | 62,152,322 | 1.13% | -20,652,008 |
| ALARM COM HLDGS INC COM | 3,491,824 | 3,332,095 | -159,729 | 197,532,484 | 176,867,603 | 3.20% | -20,664,881 |
| SUPER MICRO COMPUTER INC COM N(SMCI) | 9,730,773 | 9,481,444 | -249,329 | 476,905,185 | 454,540,425 | 8.23% | -22,364,760 |
| CANTALOUPE INC COM | 3,173,351 | 467,877 | -2,705,474 | 34,875,127 | 4,945,460 | 0.09% | -29,929,667 |
| UNDER ARMOUR INC CL A(UA) | 5,275,757 | 0 | -5,275,757 | 36,033,420 | 0 | — | -36,033,420 |
| POWER INTEGRATIONS INC COM(POWI) | 2,060,826 | 1,966,940 | -93,886 | 115,200,173 | 79,090,657 | 1.43% | -36,109,516 |
| EXPAND ENERGY CORPORATION COM(EXE) | 2,622,749 | 2,493,676 | -129,073 | 306,704,268 | 264,928,138 | 4.80% | -41,776,130 |
| LANDSTAR SYS INC COM(LSTR) | 309,783 | 0 | -309,783 | 43,066,033 | 0 | — | -43,066,033 |
| ALIGN TECHNOLOGY INC | 844,987 | 803,981 | -41,006 | 159,981,389 | 100,674,501 | 1.82% | -59,306,888 |
| MICROCHIP TECHNOLOGY INC. COM(MCHP) | 2,611,152 | 1,782,569 | -828,583 | 183,746,766 | 114,476,581 | 2.07% | -69,270,185 |