Holdings
Disciplined Growth Fund
As of Jun 30, 2026, Disciplined Growth Fund reported 152 positions worth US$451M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 282K | US$56.4M | −8,578 | Jun 30, 2026 |
| Apple Inc | 186K | US$53.9M | −8,850 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 78,364 | US$28M | −2,820 | Jun 30, 2026 |
| Microsoft Corp. | 65,014 | US$24.3M | −8,291 | Jun 30, 2026 |
| Broadcom Inc. | 59,512 | US$22.5M | −2,458 | Jun 30, 2026 |
| Amazon.com, Inc. | 73,768 | US$17.6M | −2,980 | Jun 30, 2026 |
| Meta Platforms, Inc. | 25,807 | US$14.5M | +2,338 | Jun 30, 2026 |
| Lam Research Corporation | 30,651 | US$13.3M | −1,970 | Jun 30, 2026 |
| Tesla, Inc. | 27,481 | US$11.6M | −300 | Jun 30, 2026 |
| Abbvie Inc. | 43,189 | US$10.9M | −3,218 | Jun 30, 2026 |