Holdings
Disciplined Growth Investors Inc
As of Jun 30, 2026, Disciplined Growth Investors Inc reported 53 positions worth US$5.44B. Largest: Plexus Corp., Viasat, Inc. and Everpure, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Plexus Corp. | 1.44M | US$433M | −53,684 | Jun 30, 2026 |
| Viasat, Inc. | 4.74M | US$426M | −919K | Jun 30, 2026 |
| Everpure, Inc. | 4.65M | US$366M | −20,052 | Jun 30, 2026 |
| Arista Networks, Inc. | 1.79M | US$304M | −22,689 | Jun 30, 2026 |
| Cognex Corporation | 4.14M | US$300M | −182K | Jun 30, 2026 |
| Expand Energy Corporation | 2.35M | US$214M | −26,375 | Jun 30, 2026 |
| Proto Labs, Inc. | 2.38M | US$194M | −117K | Jun 30, 2026 |
| Akamai Technologies, Inc. | 1.64M | US$193M | −23,585 | Jun 30, 2026 |
| Devon Energy Corporation | 4.22M | US$174M | new | Jun 30, 2026 |
| Alarm.com Holdings, Inc. | 3.59M | US$168M | +317K | Jun 30, 2026 |