Disciplined Growth Investors Inc /Mn Top Holdings and 13F Report (2025) About Disciplined Growth Investors Inc /MnInvestment ActivityDisciplined Growth Investors Inc /Mn has $5.26 billion in total holdings as of December 31, 2024.Disciplined Growth Investors Inc /Mn owns shares of 65 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 15.62% of the portfolio was purchased this quarter.About 11.94% of the portfolio was sold this quarter.This quarter, Disciplined Growth Investors Inc /Mn has purchased 69 new stocks and bought additional shares in 25 stocks.Disciplined Growth Investors Inc /Mn sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Pure Storage $345,819,939Garmin $292,896,419Chesapeake Energy $272,465,563ARISTA NETWORKS INC COM SHS $265,858,141Plexus $262,434,642 Largest New Holdings this Quarter Chesapeake Energy $272,465,563 HoldingARISTA NETWORKS INC COM SHS $265,858,141 Holding Largest Purchases this Quarter Chesapeake Energy 2,736,972 shares (about $272.47M)ARISTA NETWORKS INC COM SHS 2,405,303 shares (about $265.86M)SUPER MICRO COMPUTER INC COM N 6,347,347 shares (about $193.47M)Stitch Fix 2,774,795 shares (about $11.96M)Akamai Technologies 110,258 shares (about $10.55M) Largest Sales this Quarter Plexus 491,399 shares (about $76.89M)MillerKnoll 485,809 shares (about $10.97M)InMode 504,370 shares (about $8.42M)Viasat 480,729 shares (about $4.09M)ZipRecruiter 496,594 shares (about $3.60M) 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 PortfolioSectorPSTGPure Storage$345,819,939$3,361,572 ▼-1.0%5,629,4966.6%Computer and TechnologyGRMNGarmin$292,896,419$3,925,334 ▲1.4%1,420,0355.6%Computer and TechnologyCHKChesapeake Energy$272,465,563$272,465,563 ▲New Holding2,736,9725.2%Oils/EnergyARISTA NETWORKS INC COM SHS$265,858,141$265,858,141 ▲New Holding2,405,3035.1%CSPLXSPlexus$262,434,642$76,894,115 ▼-22.7%1,677,1135.0%Computer and TechnologySUPER MICRO COMPUTER INC COM N$225,272,072$193,467,137 ▲608.3%7,390,8164.3%CSIDCCInterDigital$215,994,507$3,454,996 ▼-1.6%1,114,9834.1%Computer and TechnologyALRMAlarm.com$178,846,605$4,055,786 ▲2.3%2,941,5563.4%Industrial ProductsSMTCSemtech$166,559,267$5,131,756 ▲3.2%2,692,9553.2%Computer and TechnologyALGNAlign Technology$164,221,642$7,208,191 ▲4.6%787,5963.1%MedicalAKAMAkamai Technologies$153,998,222$10,546,178 ▲7.4%1,610,0182.9%Computer and TechnologyCTRACoterra Energy$143,332,523$6,743,939 ▲4.9%5,612,0802.7%Oils/EnergyGNTXGentex$137,410,074$8,299,925 ▲6.4%4,782,8082.6%Auto/Tires/TrucksCGNXCognex$136,502,883$1,963,084 ▲1.5%3,806,5502.6%Computer and TechnologyRCLRoyal Caribbean Cruises$134,585,007$1,880,123 ▼-1.4%583,4022.6%Consumer DiscretionarySNASnap-on$134,469,725$5,087,447 ▲3.9%396,1052.6%Consumer DiscretionaryPOWIPower Integrations$129,563,336$726,271 ▼-0.6%2,099,8922.5%Computer and TechnologyISRGIntuitive Surgical$127,172,422$2,382,225 ▼-1.8%243,6442.4%MedicalINTUIntuit$122,065,384$2,255,058 ▼-1.8%194,2172.3%Computer and TechnologyDLBDolby Laboratories$119,402,248$4,891,091 ▲4.3%1,528,8382.3%Consumer DiscretionaryFNDFloor & Decor$119,269,315$1,257,516 ▲1.1%1,196,2822.3%Retail/WholesaleMCHPMicrochip Technology$107,213,072$2,844,388 ▲2.7%1,869,4522.0%Computer and TechnologyADSKAutodesk$105,164,102$526,115 ▼-0.5%355,8012.0%Computer and TechnologyCLBCore Laboratories$95,268,199$2,595,461 ▼-2.7%5,503,6511.8%Oils/EnergyPRLBProto Labs$84,969,894$4,577,674 ▲5.7%2,173,6991.6%Industrial ProductsLGIHLGI Homes$83,165,423$826,235 ▼-1.0%930,2621.6%FinanceSFIXStitch Fix$71,154,997$11,959,366 ▲20.2%16,509,2801.4%Retail/WholesaleGNRCGenerac$63,678,570$3,893,771 ▲6.5%410,6971.2%Industrial ProductsKRNTKornit Digital$62,328,131$3,094,969 ▼-4.7%2,013,8331.2%Industrial ProductsTTWOTake-Two Interactive Software$60,598,952$278,697 ▲0.5%329,1991.2%Consumer DiscretionaryLSTRLandstar System$56,277,104$92,461 ▲0.2%327,4591.1%TransportationPWFLPowerFleet$55,863,088$3,502,208 ▼-5.9%8,387,8511.1%TransportationUAAUnder Armour$49,457,997$1,925,646 ▲4.1%5,973,1880.9%Consumer DiscretionaryMSMMSC Industrial Direct$47,961,735$27,262 ▲0.1%642,1440.9%Industrial ProductsTHRMGentherm$47,403,591$704,477 ▲1.5%1,187,3160.9%Auto/Tires/TrucksSTRAStrategic Education$40,687,213$2,380,528 ▼-5.5%435,5300.8%Consumer DiscretionaryIPGPIPG Photonics$40,440,610$1,547,554 ▲4.0%556,1140.8%Computer and TechnologyGGGGraco$35,209,787$187,124 ▼-0.5%417,7220.7%Industrial ProductsMYGNMyriad Genetics$35,050,698$399,564 ▲1.2%2,556,5790.7%MedicalVSATViasat$33,516,584$4,091,004 ▼-10.9%3,938,4940.6%Computer and TechnologySPSCSPS Commerce$28,480,548$2,548,261 ▼-8.2%154,7940.5%Business ServicesTREXTrex$26,178,730$2,351,438 ▼-8.2%379,2370.5%ConstructionPAYXPaychex$23,443,382$1,721,201 ▲7.9%167,1900.4%Business ServicesDVDoubleVerify$22,871,407$676,480 ▲3.0%1,190,5990.4%Computer and TechnologyCTLPCantaloupe$14,934,485$361,161 ▼-2.4%1,570,3980.3%Business ServicesGEOSGeospace Technologies$14,283,650$1,307,870 ▼-8.4%1,425,5140.3%Computer and TechnologyCEVACEVA$14,131,750$894,064 ▼-6.0%447,9160.3%Computer and TechnologyPGNYProgyny$11,384,776$2,876,248 ▼-20.2%659,9870.2%MedicalMTLSMaterialise$10,981,696$293,857 ▼-2.6%1,559,9000.2%Computer and TechnologyPROPROS$10,826,258$575,088 ▼-5.0%492,9990.2%Computer and TechnologySRDXSurmodics$9,091,526$1,872,763 ▼-17.1%229,5840.2%MedicalMLKNMillerKnoll$8,285,447$10,974,425 ▼-57.0%366,7750.2%Consumer DiscretionaryZIPZipRecruiter$7,313,008$3,595,340 ▼-33.0%1,010,0840.1%Business ServicesEGANeGain$6,289,939$669,575 ▼-9.6%1,009,6210.1%Computer and TechnologySSTISoundThinking$5,872,860$160,351 ▼-2.7%449,6830.1%Industrial ProductsVRNTVerint Systems$5,316,681$191,793 ▼-3.5%193,6860.1%Computer and TechnologyINMDInMode$5,073,109$8,422,979 ▼-62.4%303,7790.1%MedicalFOXFFox Factory$4,099,345$89,811 ▼-2.1%135,4260.1%Auto/Tires/TrucksMDXGMiMedx Group$3,347,241$71,582 ▼-2.1%347,9460.1%MedicalSRIStoneridge$1,420,437$129,482 ▼-8.4%226,5450.0%Computer and TechnologyCHRSCoherus BioSciences$782,109$275,395 ▼-26.0%566,7460.0%MedicalAAPLApple$366,6150.0%1,4640.0%Computer and TechnologyMSFTMicrosoft$286,1980.0%6790.0%Computer and TechnologyAVGOBroadcom$279,599$164,606 ▼-37.1%1,2060.0%Computer and TechnologyAMZNAmazon.com$276,4310.0%1,2600.0%Retail/WholesaleANETArista Networks$0$235,355,353 ▼-100.0%00.0%Computer and TechnologySWNSouthwestern Energy$0$224,468,203 ▼-100.0%00.0%Oils/EnergyVZIOVIZIO$0$17,605,149 ▼-100.0%00.0%Consumer DiscretionaryZUMZZumiez$0$3,916,026 ▼-100.0%00.0%Retail/WholesaleCARACara Therapeutics$0$342,817 ▼-100.0%00.0%MedicalVLOValero Energy$0$202,545 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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