Disciplined Growth Investors Inc 13F Holdings · Q2 2026
Disciplined Growth Investors Inc reported 58 securities worth $5.91B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PLXS (7.34%), VSAT (7.21%), P (6.20%). Among its top 25 positions this quarter: 1 new, 10 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLXS | PLEXUS CORP COM | $433.2M | 7.34% | 1.4M | Trimmed |
| 2 | VSAT | VIASAT INC COM | $425.9M | 7.21% | 4.7M | Trimmed |
| 3 | P | EVERPURE INC CL A | $366.1M | 6.20% | 4.6M | Trimmed |
| 4 | GRMN | GARMIN LTD SHS | $315.2M | 5.34% | 1.3M | Trimmed |
| 5 | ANET | ARISTA NETWORKS INC COM SHS | $303.8M | 5.14% | 1.8M | Trimmed |
| 6 | CGNX | COGNEX CORP COM | $299.8M | 5.08% | 4.1M | Trimmed |
| 7 | EXE | EXPAND ENERGY CORPORATION COM | $214.0M | 3.62% | 2.3M | Trimmed |
| 8 | PRLB | PROTO LABS INC COM | $194.0M | 3.29% | 2.4M | Trimmed |
| 9 | AKAM | AKAMAI TECHNOLOGIES COM | $193.3M | 3.27% | 1.6M | Trimmed |
| 10 | DVN | DEVON ENERGY CORP NEW COM | $174.3M | 2.95% | 4.2M | New |
| 11 | ALRM | ALARM COM HLDGS INC COM | $167.5M | 2.84% | 3.6M | Added |
| 12 | GNRC | GENERAC HLDGS INC COM | $163.6M | 2.77% | 558,568 | Trimmed |
| 13 | POWI | POWER INTEGRATIONS INC COM | $158.5M | 2.68% | 1.9M | Trimmed |
| 14 | SMTC | SEMTECH CORP COM | $154.6M | 2.62% | 955,033 | Trimmed |
| 15 | IDCC | INTERDIGITAL INC COM | $144.4M | 2.45% | 510,096 | Trimmed |
| 16 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $133.1M | 2.25% | 6.8M | Added |
| 17 | ALGN | ALIGN TECHNOLOGY INC | $132.1M | 2.24% | 783,178 | Added |
| 18 | SNA | SNAP ON INC COM | $122.8M | 2.08% | 305,180 | Trimmed |
| 19 | SPSC | SPS COMM INC COM | $121.4M | 2.06% | 2.1M | Added |
| 20 | GNTX | GENTEX CORP COM | $115.3M | 1.95% | 4.6M | Added |
| 21 | SN | SHARKNINJA INC COM SHS | $109.0M | 1.85% | 715,721 | Added |
| 22 | DV | DOUBLEVERIFY HLDGS INC COM | $105.0M | 1.78% | 9.7M | Added |
| 23 | GTLB | GITLAB, INC | $101.0M | 1.71% | 3.3M | Added |
| 24 | MNDY | MONDAY.COM LTD | $91.5M | 1.55% | 1.3M | Added |
| 25 | SFIX | STITCH FIX INC COM CL A | $77.7M | 1.32% | 18.9M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR