Disciplined Growth Investors Inc
Disciplined Growth Investors Inc reported 58 holdings worth US$5.91B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Disciplined Growth Investors Inc reported 58 holdings worth US$5.91B as of Jun 30, 2026. Largest: Plexus Corp., Viasat, Inc. and Everpure, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$5.91B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Plexus Corp. | 1.44M | US$433M | 7.3% |
| Viasat, Inc. | 4.74M | US$426M | 7.2% |
| Everpure, Inc. | 4.65M | US$366M | 6.2% |
| Arista Networks, Inc. | 1.79M | US$304M | 5.1% |
| Cognex Corporation | 4.14M | US$300M | 5.1% |
| Expand Energy Corporation | 2.35M | US$214M | 3.6% |
| Proto Labs, Inc. | 2.38M | US$194M | 3.3% |
| Akamai Technologies, Inc. | 1.64M | US$193M | 3.3% |
| Devon Energy Corporation | 4.22M | US$174M | 3.0% |
| Alarm.com Holdings, Inc. | 3.59M | US$168M | 2.8% |
| Generac Holdings Inc. | 559K | US$164M | 2.8% |
| Power Integrations, Inc. | 1.89M | US$158M | 2.7% |
| Semtech Corporation | 955K | US$155M | 2.6% |
| Interdigital, Inc. | 510K | US$144M | 2.4% |
| Zeta Global Holdings Corp. | 6.76M | US$133M | 2.3% |
| Align Technology, Inc. | 783K | US$132M | 2.2% |
| Snap-on Incorporated | 305K | US$123M | 2.1% |
| Sps Commerce, Inc. | 2.12M | US$121M | 2.1% |
| Gentex Corporation | 4.56M | US$115M | 2.0% |
| Sharkninja, Inc. | 716K | US$109M | 1.8% |
| Doubleverify Holdings, Inc. | 9.69M | US$105M | 1.8% |
| Gitlab Inc. | 3.31M | US$101M | 1.7% |
| Super Micro Computer, Inc. | 2.66M | US$78.1M | 1.3% |
| Stitch Fix, Inc. | 18.9M | US$77.7M | 1.3% |
| Take-two Interactive Software, Inc. | 292K | US$73M | 1.2% |
| Dolby Laboratories | 1.25M | US$65.6M | 1.1% |
| Floor & Decor Holdings, Inc. | 1.1M | US$65.5M | 1.1% |
| Ipg Photonics Corporation | 531K | US$62.3M | 1.1% |
| Autodesk, Inc. | 309K | US$60.1M | 1.0% |
| Lgi Homes, Inc. | 815K | US$51.9M | 0.88% |
| Simpson Manufacturing Company, Inc. | 241K | US$50.4M | 0.85% |
| Gartner, Inc. | 345K | US$44.7M | 0.76% |
| Microchip Technology Incorporated | 478K | US$43.6M | 0.74% |
| Celsius Holdings, Inc. | 1.47M | US$42.9M | 0.73% |
| Intuitive Surgical, Inc. | 106K | US$42.2M | 0.71% |
| Dynatrace, Inc. | 909K | US$39.9M | 0.68% |
| Core Laboratories Inc. | 3.04M | US$35.4M | 0.60% |
| Progyny, Inc. | 1.18M | US$34.1M | 0.58% |
| Ceva, Inc. | 663K | US$31.3M | 0.53% |
| Trex Company, Inc. | 592K | US$29.6M | 0.50% |
| Veeva Systems Inc. | 141K | US$25M | 0.42% |
| Graco Inc. | 321K | US$24.3M | 0.41% |
| Powerfleet, Inc. | 6.26M | US$24M | 0.41% |
| Intuit Inc. | 86,019 | US$22.5M | 0.38% |
| Weave Communications, Inc. | 3M | US$18M | 0.30% |
| Ziprecruiter, Inc. | 4.09M | US$15.3M | 0.26% |
| Paychex, Inc. | 152K | US$14.9M | 0.25% |
| Materialise Nv | 1.99M | US$14.8M | 0.25% |
| Yeti Holdings, Inc. | 295K | US$14.6M | 0.25% |
| Axogen, Inc. | 128K | US$5.91M | 0.10% |
| Mimedx Group, Inc | 588K | US$2.26M | 0.04% |
| Apple Inc | 992 | US$287K | <0.01% |
| Ccc Intelligent Solutions Holdings Inc. | 34,887 | US$180K | <0.01% |
| Millerknoll, Inc. | 0 | US$0 | 0.00% |
| Soundthinking, Inc. | 0 | US$0 | 0.00% |
| Stoneridge, Inc. | 0 | US$0 | 0.00% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Egain Corporation | 0 | US$0 | 0.00% |
| Geospace Technologies Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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