IE
Insider Edges

DISCIPLINED GROWTH INVESTORS INC /MN 13F portfolio summary

DISCIPLINED GROWTH INVESTORS INC /MN of DISCIPLINED GROWTH INVESTORS INC /MN has 58 current stock holdings with a reported portfolio value of $5.91B. The portfolio 1 year return is +29.36%. Top holdings include PLXS (7.33%), VSAT (7.21%), GRMN (5.34%), ANET (5.14%), CGNX (5.08%).

Back to investors

DISCIPLINED GROWTH INVESTORS INC /MN

DISCIPLINED GROWTH INVESTORS INC /MN
Latest filing: 2026-06-30

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%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
PLXS7.3%
VSAT7.2%
GRMN5.3%
ANET5.1%
CGNX5.1%
Top 5: 30.1%
Portfolio Returns
1 Year
+29.36%
#0/1000
3 Year
+81.98%
#0/1000
5 Year
+93.86%
#0/1000

Portfolio Value

$5.91B

Alpha Score

70.5

#0 of 1000

Holdings

58

Showper page

58 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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