Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DISCIPLINED GROWTH INVESTORS INC /MN (CIK 1050442) reported $4.89B across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRMN ($308.9M, 6.32%), PLXS ($302.7M, 6.19%), PSTG ($275.5M, 5.64%), CHK ($260.5M, 5.33%), VSAT ($259.3M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRMN | GARMIN LTD SHS | $308.9M | 6.32% | 1.3M | Trimmed |
| 2 | PLXS | PLEXUS CORP COM | $302.7M | 6.19% | 1.5M | Trimmed |
| 3 | PSTG | EVERPURE INC CL A | $275.5M | 5.64% | 4.7M | Trimmed |
| 4 | CHK | EXPAND ENERGY CORPORATION COM | $260.5M | 5.33% | 2.4M | Trimmed |
| 5 | VSAT | VIASAT INC COM | $259.3M | 5.31% | 5.7M | Trimmed |
| 6 | CTRA | COTERRA ENERGY INC COM | $224.7M | 4.60% | 6.4M | Trimmed |
| 7 | ANET | ARISTA NETWORKS INC COM SHS | $222.4M | 4.55% | 1.8M | Trimmed |
| 8 | CGNX | COGNEX CORP COM | $211.7M | 4.33% | 4.3M | Trimmed |
| 9 | AKAM | AKAMAI TECHNOLOGIES COM | $190.5M | 3.90% | 1.7M | Trimmed |
| 10 | SMTC | SEMTECH CORP COM | $169.7M | 3.47% | 2.2M | Trimmed |
| 11 | IDCC | INTERDIGITAL INC COM | $168.1M | 3.44% | 556,788 | Trimmed |
| 12 | PRLB | PROTO LABS INC COM | $142.4M | 2.91% | 2.5M | Trimmed |
| 13 | ALRM | ALARM COM HLDGS INC COM | $141.2M | 2.89% | 3.3M | Trimmed |
| 14 | ALGN | ALIGN TECHNOLOGY INC | $133.0M | 2.72% | 775,826 | Trimmed |
| 15 | SMCI | SUPER MICRO COMPUTER INC COM N | $113.6M | 2.32% | 5.0M | Trimmed |
| 16 | GNRC | GENERAC HLDGS INC COM | $113.5M | 2.32% | 580,928 | Trimmed |
| 17 | SNA | SNAP ON INC COM | $111.8M | 2.29% | 307,848 | Trimmed |
| 18 | POWI | POWER INTEGRATIONS INC COM | $100.3M | 2.05% | 2.0M | Trimmed |
| 19 | GNTX | GENTEX CORP COM | $98.8M | 2.02% | 4.5M | Trimmed |
| 20 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $98.0M | 2.00% | 6.2M | Added |
| 21 | CLB | CORE LABORATORIES INC | $82.9M | 1.70% | 4.9M | Trimmed |
| 22 | MCHP | MICROCHIP TECHNOLOGY INC. COM | $80.5M | 1.65% | 1.2M | Trimmed |
| 23 | DLB | DOLBY LABORATORIES INC COM CL | $76.1M | 1.56% | 1.3M | Trimmed |
| 24 | ADSK | AUTODESK INC COM | $72.2M | 1.48% | 301,757 | Trimmed |
| 25 | SFIX | STITCH FIX INC COM CL A | $62.0M | 1.27% | 18.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31