DISCIPLINED GROWTH INVESTORS INC /MN
DISCIPLINED GROWTH INVESTORS INC /MN runs DISCIPLINED GROWTH INVESTORS INC /MN and currently holds 58 stock positions, which is fewer than the average of 230 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%.
58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
PLXS PLEXUS CORP COM | 7.33% | $54.97 | $240.14 | +336.86% | Trimmed -3.59% |
VSAT VIASAT INC COM | 7.21% | $27.42 | $74.72 | +172.50% | Trimmed -16.23% |
GRMN GARMIN LTD SHS | 5.34% | $77.19 | $294.92 | +282.06% | Trimmed -0.35% |
ANET ARISTA NETWORKS INC COM SHS | 5.14% | $109.14 | $188.67 | +72.87% | Trimmed -1.25% |
CGNX COGNEX CORP COM | 5.08% | $38.85 | $60.54 | +55.83% | Trimmed -4.22% |
EXE EXPAND ENERGY CORPORATION COM | 3.62% | $99.79 | $96.09 | -3.71% | Trimmed -1.11% |
PRLB PROTO LABS INC COM | 3.29% | $51.93 | $79.61 | +53.30% | Trimmed -4.68% |
AKAM AKAMAI TECHNOLOGIES COM | 3.27% | $69.89 | $110.42 | +57.99% | Trimmed -1.42% |
DVN DEVON ENERGY CORP NEW COM | 2.95% | $41.32 | $49.10 | +18.83% | New Buy |
ALRM ALARM COM HLDGS INC COM | 2.84% | $64.90 | $57.51 | -11.39% | Added +9.69% |
Showing 1-10 of 58