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DISCIPLINED GROWTH INVESTORS INC /MN | Tormere

DISCIPLINED GROWTH INVESTORS INC /MN

Est. AUM

$4.89B

13F long equity, this entity only

Positions

61

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GARMIN LTD SHS	CS	$308.9M	1331441	6.32%	SOLE
2	PLEXUS CORP COM	CS	$302.7M	1494619	6.19%	SOLE
3	EVERPURE INC CL A	CS	$275.5M	4666777	5.64%	SOLE
4	EXPAND ENERGY CORPORATION COM	CS	$260.5M	2373302	5.33%	SOLE
5	VIASAT INC COM	CS	$259.3M	5660688	5.31%	SOLE
6	COTERRA ENERGY INC COM	CS	$224.7M	6395098	4.60%	SOLE
7	ARISTA NETWORKS INC COM SHS	CS	$222.4M	1810993	4.55%	SOLE
8	COGNEX CORP COM	CS	$211.7M	4322075	4.33%	SOLE
9	AKAMAI TECHNOLOGIES COM	CS	$190.5M	1658792	3.90%	SOLE
10	SEMTECH CORP COM	CS	$169.7M	2206748	3.47%	SOLE
11	INTERDIGITAL INC COM	CS	$168.2M	556788	3.44%	SOLE
12	PROTO LABS INC COM	CS	$142.4M	2497355	2.91%	SOLE
13	ALARM COM HLDGS INC COM	CS	$141.2M	3268986	2.89%	SOLE
14	ALIGN TECHNOLOGY INC	CS	$133.0M	775826	2.72%	SOLE
15	SUPER MICRO COMPUTER INC COM N	CS	$113.6M	4987159	2.32%	SOLE
16	GENERAC HLDGS INC COM	CS	$113.5M	580928	2.32%	SOLE
17	SNAP ON INC COM	CS	$111.8M	307848	2.29%	SOLE
18	POWER INTEGRATIONS INC COM	CS	$100.3M	1959172	2.05%	SOLE
19	GENTEX CORP COM	CS	$98.8M	4519708	2.02%	SOLE
20	ZETA GLOBAL HOLDINGS CORP CL A	CS	$98.0M	6153472	2.00%	SOLE
21	CORE LABORATORIES INC	CS	$82.9M	4937115	1.70%	SOLE
22	MICROCHIP TECHNOLOGY INC. COM	CS	$80.5M	1245822	1.65%	SOLE
23	DOLBY LABORATORIES INC COM CL	CS	$76.1M	1267783	1.56%	SOLE
24	AUTODESK INC COM	CS	$72.2M	301757	1.48%	SOLE
25	STITCH FIX INC COM CL A	CS	$62.0M	18738180	1.27%	SOLE
26	IPG PHOTONICS CORP COM	CS	$60.6M	528737	1.24%	SOLE
27	TAKE-TWO INTERACTIVE SOFTWARE	CS	$57.3M	290226	1.17%	SOLE
28	FLOOR & DECOR HLDGS INC CL A	CS	$55.5M	1091841	1.14%	SOLE
29	GARTNER INC COM	CS	$53.7M	338893	1.10%	SOLE
30	CELSIUS HLDGS INC COM NEW	CS	$51.0M	1437651	1.04%	SOLE
31	INTUITIVE SURGICAL INC	CS	$49.3M	106961	1.01%	SOLE
32	SHARKNINJA INC COM SHS	CS	$45.3M	427429	0.93%	SOLE
33	SPS COMM INC COM	CS	$45.1M	810938	0.92%	SOLE
34	KORNIT DIGITAL LTD SHS	CS	$44.0M	2998670	0.90%	SOLE
35	SIMPSON MFG INC COM	CS	$41.5M	241565	0.85%	SOLE
36	INTUIT COM	CS	$37.7M	87126	0.77%	SOLE
37	DOUBLEVERIFY HLDGS INC COM	CS	$37.1M	3908101	0.76%	SOLE
38	LGI HOMES INC COM	CS	$28.5M	721601	0.58%	SOLE
39	MONDAY.COM LTD	CS	$27.9M	403888	0.57%	SOLE
40	GRACO INC COM	CS	$27.7M	327401	0.57%	SOLE
41	TREX CO INC COM	CS	$24.7M	678357	0.51%	SOLE
42	DYNATRACE INC NEW	CS	$24.4M	658723	0.50%	SOLE
43	POWERFLEET INC	CS	$22.5M	7316172	0.46%	SOLE
44	GITLAB, INC	CS	$19.7M	909547	0.40%	SOLE
45	GEOSPACE TECHNOLOGIES CORP COM	CS	$13.4M	1101426	0.27%	SOLE
46	PAYCHEX INC COM	CS	$13.2M	143000	0.27%	SOLE
47	YETI HLDGS INC COM	CS	$10.8M	293840	0.22%	SOLE
48	WEAVE COMMUNICATIONS INC COM	CS	$10.5M	2276381	0.22%	SOLE
49	PROGYNY INC COM	CS	$9.8M	574566	0.20%	SOLE
50	CEVA INC COM	CS	$8.4M	450484	0.17%	SOLE

1–50 of 61

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.