DISCIPLINED GROWTH INVESTORS INC /MN 13F Portfolio
DISCIPLINED GROWTH INVESTORS INC /MN runs DISCIPLINED GROWTH INVESTORS INC /MN and currently holds 58 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $5.91B. Their top holdings are PLXS, VSAT, GRMN, ANET, CGNX. The top five represent 30.1% of reported portfolio weight. DISCIPLINED GROWTH INVESTORS INC /MN ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DISCIPLINED GROWTH INVESTORS INC /MN initiated 2 new positions. They added to 27 existing positions. They trimmed 26 positions. Their current best-performing preview position is CEVA with returns of +152.46%.
Portfolio Value
$5.91B
Alpha Score
70.5
#0 of 1000
Holdings
58
DISCIPLINED GROWTH INVESTORS INC /MN Current 13F Holdings
Reported holdings from DISCIPLINED GROWTH INVESTORS INC /MN's latest SEC 13F filing, ranked by portfolio weight.
58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 PLXS PLEXUS CORP COM | 7.33% | $54.97 | $262.54 | +377.61% | Trimmed -3.59% |
 VSAT VIASAT INC COM | 7.21% | $27.42 | $72.01 | +162.62% | Trimmed -16.23% |
 GRMN GARMIN LTD SHS | 5.34% | $77.19 | $268.23 | +247.49% | Trimmed -0.35% |
 ANET ARISTA NETWORKS INC COM SHS | 5.14% | $109.14 | $216.71 | +98.56% | Trimmed -1.25% |
 CGNX COGNEX CORP COM | 5.08% | $38.85 | $62.92 | +61.96% | Trimmed -4.22% |
 EXE EXPAND ENERGY CORPORATION COM | 3.62% | $99.79 | $88.22 | -11.59% | Trimmed -1.11% |
 PRLB PROTO LABS INC COM | 3.29% | $51.93 | $93.72 | +80.47% | Trimmed -4.68% |
 AKAM AKAMAI TECHNOLOGIES COM | 3.27% | $69.89 | $106.95 | +53.03% | Trimmed -1.42% |
 DVN DEVON ENERGY CORP NEW COM | 2.95% | $41.32 | $48.29 | +16.87% | New Buy |
 ALRM ALARM COM HLDGS INC COM | 2.84% | $64.90 | $55.65 | -14.25% | Added +9.69% |
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