Holdings
The Disciplined Growth Investors Equity Fund
As of Jul 31, 2026, The Disciplined Growth Investors Equity Fund reported 44 positions worth US$168M. Largest: Arista Networks, Inc., Garmin Ltd. and Plexus Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Arista Networks, Inc. | 60,829 | US$11M | no change | Jul 31, 2026 |
| Garmin Ltd. | 35,239 | US$10.4M | +2,464 | Jul 31, 2026 |
| Plexus Corp. | 39,421 | US$9.91M | no change | Jul 31, 2026 |
| Everpure, Inc. | 124K | US$9.55M | +7,812 | Jul 31, 2026 |
| Cognex Corporation | 136K | US$8.9M | no change | Jul 31, 2026 |
| Viasat, Inc. | 92,640 | US$7.13M | −10,879 | Jul 31, 2026 |
| Akamai Technologies, Inc. | 58,864 | US$6.78M | +5,936 | Jul 31, 2026 |
| Alarm.com Holdings, Inc. | 118K | US$6.44M | +20,099 | Jul 31, 2026 |
| Devon Energy Corporation | 134K | US$6.04M | new | Jul 31, 2026 |
| Sharkninja, Inc. | 30,274 | US$4.9M | +6,298 | Jul 31, 2026 |