☆DISCIPLINED GROWTH INVESTORS INC /MN
Quality Q
0.715
AUM ($M)
5,907
Positions
58
Turnover
0.17
Top-10 wt
49%
Herfindahl
0.035
History (qtrs)
6
Excess Return
+30.0%
AI Eval Run AI Eval
Holdings · 64 positions · portfolio value $5,907M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PLXS funds › | PLEXUS CORP COM | TRIM | — | 7.3% | +1.1% | 433.2 | 1,440,935 | -53,684 | 5 | — |
| ☆VSAT funds › | VIASAT INC COM | TRIM | — | 7.2% | +1.9% | 425.9 | 4,741,812 | -918,876 | 5 | — |
| ☆P funds › | EVERPURE INC CL A | TRIM | — | 6.2% | +0.6% | 366.1 | 4,646,725 | -20,052 | 5 | — |
| ☆GRMN funds › | GARMIN LTD SHS | TRIM | — | 5.3% | -1.0% | 315.2 | 1,326,832 | -4,609 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC COM SHS | TRIM | — | 5.1% | +0.6% | 303.8 | 1,788,304 | -22,689 | 5 | — |
| ☆CGNX funds › | COGNEX CORP COM | TRIM | — | 5.1% | +0.7% | 299.8 | 4,139,715 | -182,360 | 5 | — |
| ☆EXE funds › | EXPAND ENERGY CORPORATION COM | TRIM | — | 3.6% | -1.7% | 214.0 | 2,346,927 | -26,375 | 5 | — |
| ☆PRLB funds › | PROTO LABS INC COM | TRIM | — | 3.3% | +0.4% | 194.0 | 2,380,514 | -116,841 | 5 | — |
| ☆AKAM funds › | AKAMAI TECHNOLOGIES COM | TRIM | — | 3.3% | -0.6% | 193.3 | 1,635,207 | -23,585 | 5 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW COM | NEW | — | 3.0% | +3.0% | 174.3 | 4,219,415 | +4,219,415 | 1 | -50.4% |
| ☆ALRM funds › | ALARM COM HLDGS INC COM | ADD | — | 2.8% | -0.1% | 167.5 | 3,585,614 | +316,628 | 5 | — |
| ☆GNRC funds › | GENERAC HLDGS INC COM | TRIM | — | 2.8% | +0.4% | 163.6 | 558,568 | -22,360 | 5 | — |
| ☆POWI funds › | POWER INTEGRATIONS INC COM | TRIM | — | 2.7% | +0.6% | 158.5 | 1,891,864 | -67,308 | 5 | — |
| ☆SMTC funds › | SEMTECH CORP COM | TRIM | — | 2.6% | -0.9% | 154.6 | 955,033 | -1,251,715 | 5 | — |
| ☆IDCC funds › | INTERDIGITAL INC COM | TRIM | — | 2.4% | -1.0% | 144.4 | 510,096 | -46,692 | 5 | — |
| ☆ZETA funds › | ZETA GLOBAL HOLDINGS CORP CL A | ADD | — | 2.3% | +0.2% | 133.1 | 6,761,165 | +607,693 | 4 | +30.0% |
| ☆ALGN funds › | ALIGN TECHNOLOGY INC | ADD | — | 2.2% | -0.5% | 132.1 | 783,178 | +7,352 | 5 | — |
| ☆SNA funds › | SNAP ON INC COM | TRIM | — | 2.1% | -0.2% | 122.8 | 305,180 | -2,668 | 5 | — |
| ☆SPSC funds › | SPS COMM INC COM | ADD | — | 2.1% | +1.1% | 121.4 | 2,123,881 | +1,312,943 | 5 | — |
| ☆GNTX funds › | GENTEX CORP COM | ADD | — | 2.0% | -0.1% | 115.3 | 4,561,485 | +41,777 | 5 | — |
| ☆SN funds › | SHARKNINJA INC COM SHS | ADD | — | 1.8% | +0.9% | 109.0 | 715,721 | +288,292 | 5 | +35.9% |
| ☆DV funds › | DOUBLEVERIFY HLDGS INC COM | ADD | — | 1.8% | +1.0% | 105.0 | 9,689,140 | +5,781,039 | 5 | — |
| ☆GTLB funds › | GITLAB, INC | ADD | — | 1.7% | +1.3% | 101.0 | 3,308,421 | +2,398,874 | 2 | +98.1% |
| ☆MNDY funds › | MONDAY.COM LTD | ADD | — | 1.5% | +1.0% | 91.5 | 1,263,335 | +859,447 | 3 | -76.4% |
| ☆SMCI funds › | SUPER MICRO COMPUTER INC COM N | TRIM | — | 1.3% | -1.0% | 78.1 | 2,663,417 | -2,323,742 | 5 | — |
| ☆SFIX funds › | STITCH FIX INC COM CL A | ADD | — | 1.3% | +0.0% | 77.7 | 18,910,052 | +171,872 | 5 | — |
| ☆TTWO funds › | TAKE-TWO INTERACTIVE SOFTWARE | ADD | — | 1.2% | +0.1% | 73.0 | 292,065 | +1,839 | 5 | — |
| ☆DLB funds › | DOLBY LABORATORIES INC COM CL | TRIM | — | 1.1% | -0.4% | 65.6 | 1,247,791 | -19,992 | 5 | — |
| ☆FND funds › | FLOOR & DECOR HLDGS INC CL A | ADD | — | 1.1% | -0.0% | 65.5 | 1,103,591 | +11,750 | 5 | — |
| ☆IPGP funds › | IPG PHOTONICS CORP COM | ADD | — | 1.1% | -0.2% | 62.3 | 530,833 | +2,096 | 5 | — |
| ☆ADSK funds › | AUTODESK INC COM | ADD | — | 1.0% | -0.5% | 60.1 | 309,345 | +7,588 | 5 | — |
| ☆LGIH funds › | LGI HOMES INC COM | ADD | — | 0.9% | +0.3% | 51.9 | 815,069 | +93,468 | 5 | — |
| ☆CUSIP:829073105 funds › | SIMPSON MFG INC COM | TRIM | — | 0.9% | +0.0% | 50.4 | 240,664 | -901 | 5 | — |
| ☆KRNT funds › | KORNIT DIGITAL LTD SHS | ADD | — | 0.8% | -0.1% | 49.3 | 3,031,101 | +32,431 | 5 | — |
| ☆IT funds › | GARTNER INC COM | ADD | — | 0.8% | -0.3% | 44.7 | 344,687 | +5,794 | 4 | -46.3% |
| ☆MCHP funds › | MICROCHIP TECHNOLOGY INC. COM | TRIM | — | 0.7% | -0.9% | 43.6 | 478,469 | -767,353 | 5 | — |
| ☆CELH funds › | CELSIUS HLDGS INC COM NEW | ADD | — | 0.7% | -0.3% | 42.9 | 1,466,503 | +28,852 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 0.7% | -0.3% | 42.2 | 106,000 | -961 | 5 | — |
| ☆DT funds › | DYNATRACE INC NEW | ADD | — | 0.7% | +0.2% | 39.9 | 908,550 | +249,827 | 2 | +51.2% |
| ☆CLB funds › | CORE LABORATORIES INC | TRIM | — | 0.6% | -1.1% | 35.4 | 3,042,177 | -1,894,938 | 5 | — |
| ☆PGNY funds › | PROGYNY INC COM | ADD | — | 0.6% | +0.4% | 34.1 | 1,181,632 | +607,066 | 5 | — |
| ☆CEVA funds › | CEVA INC COM | ADD | — | 0.5% | +0.4% | 31.3 | 662,802 | +212,318 | 5 | — |
| ☆TREX funds › | TREX CO INC COM | TRIM | — | 0.5% | -0.0% | 29.6 | 592,096 | -86,261 | 5 | — |
| ☆VEEV funds › | VEEVA SYS INC CL A COM | NEW | — | 0.4% | +0.4% | 25.0 | 140,964 | +140,964 | 1 | +395.7% |
| ☆GGG funds › | GRACO INC COM | TRIM | — | 0.4% | -0.2% | 24.3 | 321,466 | -5,935 | 5 | — |
| ☆AIOT funds › | POWERFLEET INC | TRIM | — | 0.4% | -0.1% | 24.0 | 6,258,600 | -1,057,572 | 5 | — |
| ☆INTU funds › | INTUIT COM | TRIM | — | 0.4% | -0.4% | 22.5 | 86,019 | -1,107 | 5 | — |
| ☆WEAV funds › | WEAVE COMMUNICATIONS INC COM | ADD | — | 0.3% | +0.1% | 18.0 | 2,998,909 | +722,528 | 4 | -52.1% |
| ☆ZIP funds › | ZIPRECRUITER INC CL A | TRIM | — | 0.3% | +0.1% | 15.3 | 4,091,619 | -124,982 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC COM | ADD | — | 0.3% | -0.0% | 14.9 | 151,732 | +8,732 | 5 | — |
| ☆MTLS funds › | MATERIALISE NV SPONSORED ADS | ADD | — | 0.3% | +0.1% | 14.8 | 1,992,441 | +857,054 | 5 | — |
| ☆YETI funds › | YETI HLDGS INC COM | ADD | — | 0.2% | +0.0% | 14.6 | 294,902 | +1,062 | 4 | +9.2% |
| ☆AXGN funds › | AXOGEN INC COM | TRIM | — | 0.1% | -0.0% | 5.9 | 127,859 | -68,706 | 5 | +186.2% |
| ☆INMD funds › | INMODE LTD SHS | ADD | — | 0.1% | +0.0% | 4.7 | 318,545 | +52,068 | 5 | — |
| ☆GLOB funds › | GLOBANT SA | ADD | — | 0.0% | -0.0% | 2.9 | 100,347 | +18,420 | 4 | -65.9% |
| ☆MDXG funds › | MIMEDX GROUP INC COM | TRIM | — | 0.0% | -0.0% | 2.3 | 587,932 | -51,134 | 5 | — |
| ☆AAPL funds › | APPLE INC COM | HOLD | — | 0.0% | -0.0% | 0.3 | 992 | +0 | 5 | — |
| ☆CCC funds › | CCC INTELLIGENT SOLUTIONS HOLD | NEW | — | 0.0% | +0.0% | 0.2 | 34,887 | +34,887 | 1 | +479.3% |
| ☆EGAN funds › | EGAIN CORP COM NEW | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -912,349 | 0 | — |
| ☆GEOS funds › | GEOSPACE TECHNOLOGIES CORP COM | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,101,426 | 0 | — |
| ☆MLKN funds › | MILLERKNOLL INC COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -498,550 | 0 | — |
| ☆SSTI funds › | SOUNDTHINKING INC COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -196,468 | 0 | — |
| ☆CUSIP:127097103 funds › | COTERRA ENERGY INC COM | EXIT | — | 0.0% | -4.6% | 0.0 | 0 | -6,395,098 | 0 | — |
| ☆SRI funds › | STONERIDGE INC COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -197,087 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 5,907 | 58 | 0.17 | 49% | 0.035 | 0.711 | — | in |
| 2026Q1 | 4,887 | 61 | 0.11 | 50% | 0.035 | 0.794 | — | in |
| 2025Q4 | 5,225 | 61 | 0.09 | 47% | 0.033 | 0.770 | — | in |
| 2025Q3 | 5,520 | 64 | 0.13 | 52% | 0.038 | 0.772 | — | in |
| 2025Q2 | 5,229 | 64 | 0.11 | 50% | 0.036 | 0.808 | — | entered |
| 2025Q1 | 4,832 | 64 | 0.00 | 47% | 0.032 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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