Holdings
The Disciplined Growth Investors Fund
As of Jul 31, 2026, The Disciplined Growth Investors Fund reported 42 positions worth US$441M. Largest: Arista Networks, Inc., Garmin Ltd. and Everpure, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Arista Networks, Inc. | 168K | US$30.2M | −7,631 | Jul 31, 2026 |
| Garmin Ltd. | 101K | US$29.7M | no change | Jul 31, 2026 |
| Everpure, Inc. | 366K | US$28.2M | −8,168 | Jul 31, 2026 |
| Plexus Corp. | 108K | US$27.1M | −2,199 | Jul 31, 2026 |
| Cognex Corporation | 365K | US$23.8M | −57,288 | Jul 31, 2026 |
| Viasat, Inc. | 272K | US$20.9M | −48,402 | Jul 31, 2026 |
| Akamai Technologies, Inc. | 166K | US$19.1M | −13,087 | Jul 31, 2026 |
| Devon Energy Corporation | 384K | US$17.3M | new | Jul 31, 2026 |
| Alarm.com Holdings, Inc. | 289K | US$15.8M | no change | Jul 31, 2026 |
| Proto Labs, Inc. | 193K | US$14.5M | −41,363 | Jul 31, 2026 |