§ 13F · FUND PROFILE
DISCIPLINED GROWTH INVESTORS INC /MN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.5B (13F)Positions · 64Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GRMN | GARMIN LTD SHS | 1.33M | $309M | 6.3% | −5% |
| 2 | PLXS | PLEXUS CORP COM | 1.49M | $303M | 6.2% | −6% |
| 3 | PSTG | EVERPURE INC CL A | 4.67M | $276M | 5.6% | −5% |
| 4 | EXE | EXPAND ENERGY CORPORATION COM | 2.37M | $261M | 5.3% | −7% |
| 5 | VSAT | VIASAT INC COM | 5.66M | $259M | 5.3% | −4% |
| 6 | CTRA | COTERRA ENERGY INC COM | 6.40M | $225M | 4.6% | −6% |
| 7 | ANET | ARISTA NETWORKS INC COM SHS | 1.81M | $222M | 4.6% | −7% |
| 8 | CGNX | COGNEX CORP COM | 4.32M | $212M | 4.3% | −7% |
| 9 | AKAM | AKAMAI TECHNOLOGIES COM | 1.66M | $191M | 3.9% | −7% |
| 10 | SMTC | SEMTECH CORP COM | 2.21M | $170M | 3.5% | −21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINED SIGNAL
AC read
DISCIPLINED GROWTH INVESTORS INC /MN is a Other fund managing $5.5 billion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed