§ 13F · FUND PROFILE
DISCIPLINED GROWTH INVESTORS INC /MN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5519.7T (13F)Positions · 64Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PSTG | PURE STORAGE INC CL A | 4.90M | $328.2T | 6.3% | −5% |
| 2 | GRMN | GARMIN LTD SHS | 1.40M | $283.9T | 5.4% | +2% |
| 3 | SMCI | SUPER MICRO COMPUTER INC COM N | 9.64M | $282.1T | 5.4% | +2% |
| 4 | EXE | EXPAND ENERGY CORPORATION COM | 2.55M | $281.4T | 5.4% | +2% |
| 5 | ANET | ARISTA NETWORKS INC COM SHS | 1.95M | $255.4T | 4.9% | +1% |
| 6 | PLXS | PLEXUS CORP COM | 1.59M | $233.9T | 4.5% | +2% |
| 7 | SMTC | SEMTECH CORP COM | 2.80M | $206.4T | 4.0% | +3% |
| 8 | VSAT | VIASAT INC COM | 5.93M | $204.2T | 3.9% | +3% |
| 9 | IDCC | INTERDIGITAL INC COM | 609K | $193.9T | 3.7% | −23% |
| 10 | CTRA | COTERRA ENERGY INC COM | 6.78M | $178.4T | 3.4% | +2% |
§ 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 $5519658.6 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed