DISCIPLINED GROWTH INVESTORS INC /MN
data from 30/09/2025
Capitalization
$ 5.520 B
5.55 %
Performance
$ 10.067 B
111 959.29 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SMCI | SUPER MICRO COMPUTER INC COM N | 8.23% | 454.540 M $ | 9481444 | 2024/09/30 | -10.412 M $ | -2.18 % |
| 2025/09/30 | PSTG | PURE STORAGE INC CL A | 7.84% | 432.475 M $ | 5160182 | 2019/09/30 | 143.152 M $ | 45.55 % |
| 2025/09/30 | GRMN | GARMIN LTD SHS | 6.14% | 339.005 M $ | 1376836 | 2011/06/30 | 53.226 M $ | 17.97 % |
| 2025/09/30 | ANET | ARISTA NETWORKS INC COM SHS | 5.08% | 280.239 M $ | 1923266 | 2024/12/31 | 88.170 M $ | 42.42 % |
| 2025/09/30 | IDCC | INTERDIGITAL INC COM | 4.95% | 273.057 M $ | 790941 | 2021/03/31 | 116.236 M $ | 53.96 % |
| 2025/09/30 | EXE | EXPAND ENERGY CORPORATION COM | 4.80% | 264.928 M $ | 2493676 | 2024/12/31 | -28.063 M $ | -9.15 % |
| 2025/09/30 | PLXS | PLEXUS CORP COM | 4.07% | 224.786 M $ | 1553569 | 2011/03/31 | 15.444 M $ | 6.93 % |
| 2025/09/30 | CGNX | COGNEX CORP COM | 3.78% | 208.586 M $ | 4604558 | 2015/12/31 | 64.759 M $ | 42.81 % |
| 2025/09/30 | SMTC | SEMTECH CORP COM | 3.53% | 195.014 M $ | 2729382 | 2022/06/30 | 76.155 M $ | 58.29 % |
| 2025/09/30 | ALRM | ALARM COM HLDGS INC COM | 3.20% | 176.868 M $ | 3332095 | 2020/03/31 | -12.186 M $ | -6.17 % |
| 2025/09/30 | VSAT | VIASAT INC COM | 3.04% | 167.769 M $ | 5725915 | 2006/09/30 | 85.923 M $ | 100.68 % |
| 2025/09/30 | CTRA | COTERRA ENERGY INC COM | 2.86% | 157.870 M $ | 6675268 | 2019/09/30 | -11.955 M $ | -6.82 % |
| 2025/09/30 | GNTX | GENTEX CORP COM | 2.43% | 134.046 M $ | 4736620 | 2010/09/30 | 31.062 M $ | 28.69 % |
| 2025/09/30 | AKAM | AKAMAI TECHNOLOGIES COM | 2.39% | 132.138 M $ | 1744167 | 2011/03/31 | -7.355 M $ | -5.02 % |
| 2025/09/30 | PRLB | PROTO LABS INC COM | 2.35% | 129.696 M $ | 2592373 | 2016/12/31 | 27.193 M $ | 24.95 % |
| 2025/09/30 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | 2.20% | 121.502 M $ | 6114851 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MCHP | MICROCHIP TECHNOLOGY INC. COM | 2.07% | 114.477 M $ | 1782569 | 2012/03/31 | -16.059 M $ | -8.74 % |
| 2025/09/30 | SNA | SNAP ON INC COM | 2.05% | 112.977 M $ | 326023 | 2020/09/30 | 13.758 M $ | 11.36 % |
| 2025/09/30 | GNRC | GENERAC HLDGS INC COM | 1.87% | 103.489 M $ | 618214 | 2022/09/30 | 15.494 M $ | 16.89 % |
| 2025/09/30 | ADSK | AUTODESK INC COM | 1.85% | 101.901 M $ | 320777 | 2011/06/30 | 2.761 M $ | 2.62 % |
| 2025/09/30 | ALGN | ALIGN TECHNOLOGY INC | 1.82% | 100.675 M $ | 803981 | 2010/12/31 | -54.172 M $ | -33.86 % |
| 2025/09/30 | DLB | DOLBY LABORATORIES INC COM CL | 1.80% | 99.405 M $ | 1373562 | 2011/06/30 | -2.908 M $ | -2.55 % |
| 2025/09/30 | SPSC | SPS COMM INC COM | 1.50% | 82.528 M $ | 792472 | 2016/03/31 | -13.583 M $ | -23.48 % |
| 2025/09/30 | FND | FLOOR & DECOR HLDGS INC CL A | 1.49% | 82.508 M $ | 1119517 | 2022/09/30 | -2.636 M $ | -2.98 % |
| 2025/09/30 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | 1.43% | 79.148 M $ | 306348 | 2021/09/30 | 4.976 M $ | 6.39 % |
| 2025/09/30 | POWI | POWER INTEGRATIONS INC COM | 1.43% | 79.091 M $ | 1966940 | 2014/12/31 | -32.334 M $ | -28.07 % |
| 2025/09/30 | SFIX | STITCH FIX INC COM CL A | 1.38% | 76.172 M $ | 17510800 | 2018/12/31 | 12.067 M $ | 17.57 % |
| 2025/09/30 | CLB | CORE LABORATORIES INC | 1.34% | 73.787 M $ | 5969860 | 2023/03/31 | 4.570 M $ | 7.29 % |
| 2025/09/30 | INTU | INTUIT COM | 1.13% | 62.152 M $ | 91011 | 2010/09/30 | -11.009 M $ | -13.30 % |
| 2025/09/30 | TREX | TREX CO INC COM | 0.97% | 53.510 M $ | 1035607 | 2011/09/30 | -2.949 M $ | -4.98 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.89% | 48.963 M $ | 109480 | 2011/06/30 | -10.984 M $ | -17.70 % |
| 2025/09/30 | SN | SHARKNINJA INC COM SHS | 0.84% | 46.182 M $ | 447718 | 2025/06/30 | 1.935 M $ | 4.20 % |
| 2025/09/30 | IPGP | IPG PHOTONICS CORP COM | 0.81% | 44.470 M $ | 561566 | 2018/12/31 | 6.113 M $ | 15.35 % |
| 2025/09/30 | SSD | SIMPSON MFG INC COM | 0.78% | 42.876 M $ | 256037 | 2025/03/31 | 3.227 M $ | 7.82 % |
| 2025/09/30 | LGIH | LGI HOMES INC COM | 0.74% | 40.697 M $ | 787022 | 2021/03/31 | 163.486 K $ | 0.37 % |
| 2025/09/30 | CELH | CELSIUS HLDGS INC COM NEW | 0.72% | 39.565 M $ | 688200 | 2025/03/31 | 7.955 M $ | 23.93 % |
| 2025/09/30 | AIOT | POWERFLEET INC | 0.70% | 38.524 M $ | 7351898 | 2024/03/31 | 7.486 M $ | 21.58 % |
| 2025/09/30 | DV | DOUBLEVERIFY HLDGS INC COM | 0.63% | 34.690 M $ | 2895694 | 2024/09/30 | -6.075 M $ | -19.97 % |
| 2025/09/30 | GGG | GRACO INC COM | 0.54% | 29.811 M $ | 350878 | 2012/09/30 | -403.341 K $ | -1.17 % |
| 2025/09/30 | YETI | YETI HLDGS INC COM | 0.46% | 25.640 M $ | 772764 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KRNT | KORNIT DIGITAL LTD SHS | 0.45% | 24.819 M $ | 1838476 | 2016/09/30 | -12.708 M $ | -32.19 % |
| 2025/09/30 | IT | GARTNER INC COM | 0.41% | 22.787 M $ | 86687 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GEOS | GEOSPACE TECHNOLOGIES CORP COM | 0.40% | 21.872 M $ | 1153589 | 2015/03/31 | 5.850 M $ | 32.96 % |
| 2025/09/30 | PAYX | PAYCHEX INC COM | 0.35% | 19.159 M $ | 151143 | 2011/03/31 | -2.956 M $ | -12.86 % |
| 2025/09/30 | ZIP | ZIPRECRUITER INC CL A | 0.32% | 17.526 M $ | 4153074 | 2024/03/31 | -3.562 M $ | -15.77 % |
| 2025/09/30 | CEVA | CEVA INC COM | 0.26% | 14.263 M $ | 540070 | 2010/09/30 | 2.746 M $ | 20.15 % |
| 2025/09/30 | PGNY | PROGYNY INC COM | 0.23% | 12.951 M $ | 601809 | 2024/03/31 | -307.121 K $ | -2.18 % |
| 2025/09/30 | PRO | PROS HOLDINGS INC COM | 0.21% | 11.495 M $ | 501748 | 2015/06/30 | 10.156 M $ | 46.30 % |
| 2025/09/30 | MDXG | MIMEDX GROUP INC COM | 0.17% | 9.656 M $ | 1383451 | 2016/03/31 | 314.286 K $ | 14.24 % |
| 2025/09/30 | WEAV | WEAVE COMMUNICATIONS INC COM | 0.15% | 8.453 M $ | 1265453 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MLKN | MILLERKNOLL INC COM | 0.15% | 8.374 M $ | 472044 | 2020/12/31 | -964.402 K $ | -8.65 % |
| 2025/09/30 | EGAN | EGAIN CORP COM NEW | 0.14% | 7.567 M $ | 868825 | 2022/03/31 | 2.334 M $ | 39.36 % |
| 2025/09/30 | MTLS | MATERIALISE NV SPONSORED ADS | 0.10% | 5.616 M $ | 1008237 | 2023/12/31 | -151.273 K $ | -1.42 % |
| 2025/09/30 | SSTI | SOUNDTHINKING INC COM | 0.09% | 4.986 M $ | 413441 | 2024/09/30 | -447.240 K $ | -7.66 % |
| 2025/09/30 | CTLP | CANTALOUPE INC COM | 0.09% | 4.945 M $ | 467877 | 2023/12/31 | -1.333 M $ | -3.82 % |
| 2025/09/30 | GLOB | GLOBANT SA | 0.07% | 4.100 M $ | 71448 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | INMD | INMODE LTD SHS | 0.07% | 3.809 M $ | 255620 | 2024/03/31 | 139.871 K $ | 3.19 % |
| 2025/09/30 | FOXF | FOX FACTORY HLDG CORP COM | 0.06% | 3.096 M $ | 127462 | 2024/09/30 | -224.857 K $ | -6.36 % |
| 2025/09/30 | AXGN | AXOGEN INC COM | 0.05% | 2.990 M $ | 167577 | 2025/06/30 | 1.158 M $ | 64.42 % |
| 2025/09/30 | VRNT | VERINT SYS INC COM | 0.05% | 2.899 M $ | 143143 | 2024/09/30 | 230.258 K $ | 2.95 % |
| 2025/09/30 | SRI | STONERIDGE INC COM | 0.03% | 1.455 M $ | 190991 | 2020/03/31 | 129.442 K $ | 8.24 % |
| 2025/09/30 | AAPL | APPLE INC COM | 0.01% | 390.857 K $ | 1535 | 2020/12/31 | 114.351 K $ | 24.11 % |
| 2025/09/30 | MSFT | MICROSOFT CORP COM | 0.01% | 348.062 K $ | 672 | 2021/06/30 | 13.946 K $ | 4.13 % |
| 2025/09/30 | AVGO | BROADCOM INC COM | 0.01% | 342.117 K $ | 1037 | 2024/06/30 | 58.600 K $ | 19.68 % |
| 2025/09/30 | BAC | BANK AMERICA CORP COM | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SRDX | SURMODICS INC COM | 0.00% | 0.000 $ | 0 | 2012/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | UAA | UNDER ARMOUR INC CL A | 0.00% | 0.000 $ | 0 | 2017/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MYGN | MYRIAD GENETICS INC COM | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LSTR | LANDSTAR SYS INC COM | 0.00% | 0.000 $ | 0 | 2010/09/30 | 0.000 $ | 0.00 % |