§ 13F · FUND PROFILE
DISCIPLINED GROWTH INVESTORS INC /MN.
AUM · $5.9B (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$200M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PLXS | PLEXUS CORP COM | 1.44M | $433M | 7.3% | −4% |
| 2 | VSAT | VIASAT INC COM | 4.74M | $426M | 7.2% | −16% |
| 3 | PSTG | EVERPURE INC CL A | 4.65M | $366M | 6.2% | ±0% |
| 4 | GRMN | GARMIN LTD SHS | 1.33M | $315M | 5.3% | ±0% |
| 5 | ANET | ARISTA NETWORKS INC COM SHS | 1.79M | $304M | 5.1% | −1% |
| 6 | CGNX | COGNEX CORP COM | 4.14M | $300M | 5.1% | −4% |
| 7 | EXE | EXPAND ENERGY CORPORATION COM | 2.35M | $214M | 3.6% | −1% |
| 8 | PRLB | PROTO LABS INC COM | 2.38M | $194M | 3.3% | −5% |
| 9 | AKAM | AKAMAI TECHNOLOGIES COM | 1.64M | $193M | 3.3% | −1% |
| 10 | DVN | DEVON ENERGY CORP NEW COM | 4.22M | $174M | 3.0% | NEW |
§ 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 $5.9 billion in assets. The fund runs a portfolio of 58 positions.
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