Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2024) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $5.29 billion in total holdings as of September 30, 2024.Disciplined Growth Investors Inc /Mn owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 13.67% of the portfolio was purchased this quarter.About 16.41% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 66 new stocks and bought additional shares in 50 stocks.Disciplined Growth Investors Inc /Mn sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings SUPER MICRO COMPUTER INC COM N $434,500,492Plexus $296,457,276Pure Storage $285,575,112Garmin $246,618,734Arista Networks $235,355,353 Largest New Holdings this Quarter SUPER MICRO COMPUTER INC COM N $434,500,492 HoldingDoubleVerify $19,456,667 HoldingFox Factory $5,743,309 HoldingSoundThinking $5,354,128 HoldingVerint Systems $5,083,047 Holding Largest Purchases this Quarter SUPER MICRO COMPUTER INC COM N 1,043,469 shares (about $434.50M)Core Laboratories 1,192,871 shares (about $22.10M)DoubleVerify 1,155,384 shares (about $19.46M)MillerKnoll 521,318 shares (about $12.91M)Stitch Fix 4,460,668 shares (about $12.58M) Largest Sales this Quarter VIZIO 1,864,810 shares (about $20.83M)Surmodics 303,690 shares (about $11.78M)Coherus BioSciences 490,781 shares (about $510.41K)Cara Therapeutics 822,675 shares (about $253.38K)Geospace Technologies 14,722 shares (about $152.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDisciplined Growth Investors Inc /Mn Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUPER MICRO COMPUTER INC COM N$434,500,492$434,500,492 ▲New Holding1,043,4698.2%CSPLXSPlexus$296,457,276$8,129,460 ▲2.8%2,168,5125.6%Computer and TechnologyPSTGPure Storage$285,575,112$8,920,564 ▲3.2%5,684,2185.4%Computer and TechnologyGRMNGarmin$246,618,734$8,562,979 ▲3.6%1,401,0044.7%Computer and TechnologyANETArista Networks$235,355,353$3,821,312 ▲1.7%613,1924.5%Computer and TechnologySWNSouthwestern Energy$224,468,203$6,446,651 ▲3.0%31,570,7744.2%Oils/EnergyALGNAlign Technology$191,509,572$11,567,491 ▲6.4%753,0263.6%MedicalIDCCInterDigital$160,441,013$5,649,762 ▲3.6%1,132,8183.0%Computer and TechnologyALRMAlarm.com$157,167,995$8,957,734 ▲6.0%2,874,8493.0%Industrial ProductsCGNXCognex$151,948,183$12,389,476 ▲8.9%3,751,8072.9%Computer and TechnologyAKAMAkamai Technologies$151,400,772$8,957,495 ▲6.3%1,499,7602.9%Computer and TechnologyFNDFloor & Decor$146,976,180$7,430,209 ▲5.3%1,183,6692.8%Retail/WholesaleMCHPMicrochip Technology$146,116,158$6,380,887 ▲4.6%1,819,8552.8%Computer and TechnologyPOWIPower Integrations$135,399,832$5,178,395 ▲4.0%2,111,6632.6%Computer and TechnologyGNTXGentex$133,424,307$6,949,924 ▲5.5%4,493,9142.5%Auto/Tires/TrucksCTRACoterra Energy$128,085,223$6,804,339 ▲5.6%5,348,0262.4%Oils/EnergyINTUIntuit$122,836,905$1,639,440 ▲1.4%197,8052.3%Computer and TechnologyISRGIntuitive Surgical$121,937,144$422,983 ▲0.3%248,2082.3%MedicalSMTCSemtech$119,171,869$5,250,854 ▲4.6%2,609,9842.3%Computer and TechnologyDLBDolby Laboratories$112,209,204$4,866,466 ▲4.5%1,466,2122.1%Consumer DiscretionaryLGIHLGI Homes$111,350,014$3,947,427 ▲3.7%939,5042.1%FinanceSNASnap-on$110,413,985$4,658,247 ▲4.4%381,1192.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$104,917,663$2,397,907 ▲2.3%591,5522.0%Consumer DiscretionaryCLBCore Laboratories$104,761,041$22,103,900 ▲26.7%5,653,5912.0%Oils/EnergyADSKAutodesk$98,506,414$2,578,768 ▲2.7%357,5811.9%Computer and TechnologyMYGNMyriad Genetics$69,226,445$12,054,531 ▲21.1%2,527,4351.3%MedicalLSTRLandstar System$61,745,569$1,770,656 ▲3.0%326,9211.2%TransportationGNRCGenerac$61,261,586$3,269,115 ▲5.6%385,5841.2%Industrial ProductsPRLBProto Labs$60,402,136$3,237,866 ▲5.7%2,056,5931.1%Industrial ProductsMSMMSC Industrial Direct$55,231,501$3,018,727 ▲5.8%641,7791.0%Industrial ProductsKRNTKornit Digital$54,610,850$1,375,895 ▲2.6%2,113,8321.0%Industrial ProductsTHRMGentherm$54,448,185$1,073,024 ▲2.0%1,169,6711.0%Auto/Tires/TrucksVSATViasat$52,765,523$11,581,108 ▲28.1%4,419,2231.0%Computer and TechnologyUAAUnder Armour$51,148,942$2,922,293 ▲6.1%5,740,6221.0%Consumer DiscretionaryTTWOTake-Two Interactive Software$50,368,461$2,611,533 ▲5.5%327,6851.0%Consumer DiscretionaryPWFLPowerFleet$44,568,540$2,166,610 ▲5.1%8,913,7080.8%TransportationSTRAStrategic Education$42,666,661$933,274 ▲2.2%461,0120.8%Consumer DiscretionaryIPGPIPG Photonics$39,748,789$3,260,716 ▲8.9%534,8330.8%Computer and TechnologySFIXStitch Fix$38,731,248$12,579,084 ▲48.1%13,734,4850.7%Retail/WholesaleGGGGraco$36,749,124$1,214,289 ▲3.4%419,9420.7%Industrial ProductsSPSCSPS Commerce$32,745,605$6,408 ▼0.0%168,6440.6%Business ServicesTREXTrex$27,517,581$114,584 ▲0.4%413,3010.5%ConstructionMLKNMillerKnoll$21,109,980$12,907,834 ▲157.4%852,5840.4%Consumer DiscretionaryPAYXPaychex$20,788,044$1,887,114 ▲10.0%154,9150.4%Business ServicesDVDoubleVerify$19,456,667$19,456,667 ▲New Holding1,155,3840.4%Computer and TechnologyVZIOVIZIO$17,605,149$20,829,928 ▼-54.2%1,576,1100.3%Consumer DiscretionaryGEOSGeospace Technologies$16,089,454$152,225 ▼-0.9%1,556,0400.3%Computer and TechnologyZIPZipRecruiter$14,313,441$4,908,422 ▲52.2%1,506,6780.3%Business ServicesPGNYProgyny$13,855,928$4,999,743 ▲56.5%826,7260.3%MedicalINMDInMode$13,698,126$54,087 ▲0.4%808,1490.3%MedicalCTLPCantaloupe$11,901,975$52,644 ▲0.4%1,608,3750.2%Business ServicesCEVACEVA$11,501,534$108,916 ▼-0.9%476,2540.2%Computer and TechnologySRDXSurmodics$10,737,251$11,777,098 ▼-52.3%276,8760.2%MedicalPROPROS$9,615,343$79,062 ▼-0.8%519,1870.2%Computer and TechnologyMTLSMaterialise$8,776,993$44,328 ▲0.5%1,601,6410.2%Computer and TechnologyFOXFFox Factory$5,743,309$5,743,309 ▲New Holding138,3930.1%Auto/Tires/TrucksEGANeGain$5,697,195$62,353 ▼-1.1%1,117,0970.1%Computer and TechnologySSTISoundThinking$5,354,128$5,354,128 ▲New Holding461,9610.1%Industrial ProductsVRNTVerint Systems$5,083,047$5,083,047 ▲New Holding200,6730.1%Computer and TechnologyZUMZZumiez$3,916,026$39,235 ▼-1.0%183,8510.1%Retail/WholesaleSRIStoneridge$2,766,123$81,318 ▲3.0%247,1960.1%Computer and TechnologyMDXGMiMedx Group$2,100,337$16,176 ▲0.8%355,3870.0%MedicalCHRSCoherus BioSciences$796,960$510,412 ▼-39.0%766,3080.0%MedicalCARACara Therapeutics$342,817$253,384 ▼-42.5%1,113,0430.0%MedicalAAPLApple$341,1120.0%1,4640.0%Computer and TechnologyAVGOBroadcom$330,510$306,015 ▲1,249.3%1,9160.0%Computer and TechnologyMSFTMicrosoft$292,1740.0%6790.0%Computer and TechnologyAMZNAmazon.com$234,776$234,776 ▲New Holding1,2600.0%Retail/WholesaleVLOValero Energy$202,5450.0%1,5000.0%Oils/EnergySMCISuper Micro Computer$0$829,514,037 ▼-100.0%00.0%Computer and TechnologyEVBGEverbridge$0$4,490,966 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$202,564 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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