Disciplined Growth Investors Inc.
Disciplined Growth Investors Inc. reported 58 US-listed holdings worth $5.91 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Plexus Corp. (7.3%), Viasat Inc. (7.2%) and Everpure, Inc. (6.2%). Against the quarter before, it opened 3 positions, added to 27, trimmed 27 and sold out of 6.
Reported holdings$5.91B+20.9% on Q1 2026
Positions58-3 on Q1 2026
The largest ten49.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 58 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 27Held 1Trimmed 27Sold out 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Devon Energy Corp. DVN$174.3 million
- Veeva Systems Inc. VEEV$25.0 million
- CCC Intelligent Solutions HL CCC$180,017
Added to 27
- SPS Commerce Inc. SPSC+1.3 million shares · +162%
- Gitlab Inc. GTLB+2.4 million shares · +264%
- DoubleVerify Holdings, Inc. DV+5.8 million shares · +148%
- monday.com Ltd. MNDY+859,447 shares · +213%
- SharkNinja, Inc. SN+288,292 shares · +67%
- Progyny, Inc. PGNY+607,066 shares · +106%
- Alarm.com Holdings, Inc. ALRM+316,628 shares · +10%
- Zeta Global Holdings Corp. ZETA+607,693 shares · +10%
and 19 more in the table below
Trimmed 27
- Semtech Corp. SMTC-1.3 million shares · -57%
- Viasat Inc. VSAT-918,876 shares · -16%
- Microchip Technology Inc. MCHP-767,353 shares · -62%
- Super Micro Computer, Inc. SMCI-2.3 million shares · -47%
- Core Laboratories Inc. CLB-1.9 million shares · -38%
- Plexus Corp. PLXS-53,684 shares · -4%
- InterDigital, Inc. IDCC-46,692 shares · -8%
- Cognex Corp. CGNX-182,360 shares · -4%
and 19 more in the table below
Sold out of 6
- Coterra Energy Inc. CTRA$224.7 million last quarter
- Geospace Technologies Corp. GEOS$13.4 million last quarter
- Millerknoll, Inc. MLKN$7.2 million last quarter
- Egain Corp. EGAN$7.2 million last quarter
- Soundthinking Inc. SSTI$1.3 million last quarter
- Stoneridge Inc. SRI$951,930 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Plexus Corp. PLXS | 1,440,935 | $433.2 million | 7.34% | -53,684 |
| Viasat Inc. VSAT | 4,741,812 | $425.9 million | 7.21% | -918,876 |
| Everpure, Inc. P | 4,646,725 | $366.1 million | 6.20% | -20,052 |
| Garmin Ltd. GRMN | 1,326,832 | $315.2 million | 5.34% | -4,609 |
| Arista Networks, Inc. ANET | 1,788,304 | $303.8 million | 5.14% | -22,689 |
| Cognex Corp. CGNX | 4,139,715 | $299.8 million | 5.08% | -182,360 |
| Expand Energy Corp. EXE | 2,346,927 | $214.0 million | 3.62% | -26,375 |
| Proto Labs Inc. PRLB | 2,380,514 | $194.0 million | 3.29% | -116,841 |
| Akamai Technologies Inc. AKAM | 1,635,207 | $193.3 million | 3.27% | -23,585 |
| Devon Energy Corp. DVN | 4,219,415 | $174.3 million | 2.95% | new |
| Alarm.com Holdings, Inc. ALRM | 3,585,614 | $167.5 million | 2.84% | +316,628 |
| Generac Holdings Inc. GNRC | 558,568 | $163.6 million | 2.77% | -22,360 |
| Power Integrations Inc. POWI | 1,891,864 | $158.5 million | 2.68% | -67,308 |
| Semtech Corp. SMTC | 955,033 | $154.6 million | 2.62% | -1,251,715 |
| InterDigital, Inc. IDCC | 510,096 | $144.4 million | 2.45% | -46,692 |
| Zeta Global Holdings Corp. ZETA | 6,761,165 | $133.1 million | 2.25% | +607,693 |
| Align Technology Inc. ALGN | 783,178 | $132.1 million | 2.24% | +7,352 |
| Snap-on Inc. SNA | 305,180 | $122.8 million | 2.08% | -2,668 |
| SPS Commerce Inc. SPSC | 2,123,881 | $121.4 million | 2.06% | +1,312,943 |
| Gentex Corp. GNTX | 4,561,485 | $115.3 million | 1.95% | +41,777 |
| SharkNinja, Inc. SN | 715,721 | $109.0 million | 1.85% | +288,292 |
| DoubleVerify Holdings, Inc. DV | 9,689,140 | $105.0 million | 1.78% | +5,781,039 |
| Gitlab Inc. GTLB | 3,308,421 | $101.0 million | 1.71% | +2,398,874 |
| monday.com Ltd. MNDY | 1,263,335 | $91.5 million | 1.55% | +859,447 |
| Super Micro Computer, Inc. SMCI | 2,663,417 | $78.1 million | 1.32% | -2,323,742 |
| Stitch Fix Inc. SFIX | 18,910,052 | $77.7 million | 1.32% | +171,872 |
| Take-Two Interactive Software, Inc. TTWO | 292,065 | $73.0 million | 1.24% | +1,839 |
| Dolby Laboratories, Inc. DLB | 1,247,791 | $65.6 million | 1.11% | -19,992 |
| Floor & Decor Holdings, Inc. FND | 1,103,591 | $65.5 million | 1.11% | +11,750 |
| IPG Photonics Corp. IPGP | 530,833 | $62.3 million | 1.05% | +2,096 |
| Autodesk, Inc. ADSK | 309,345 | $60.1 million | 1.02% | +7,588 |
| LGI Homes, Inc. LGIH | 815,069 | $51.9 million | 0.88% | +93,468 |
| Simpson Manufacturing Co., Inc. SSD | 240,664 | $50.4 million | 0.85% | -901 |
| Kornit Digital Ltd KRNT | 3,031,101 | $49.3 million | 0.83% | +32,431 |
| Gartner Inc. IT | 344,687 | $44.7 million | 0.76% | +5,794 |
| Microchip Technology Inc. MCHP | 478,469 | $43.6 million | 0.74% | -767,353 |
| Celsius Holdings, Inc. CELH | 1,466,503 | $42.9 million | 0.73% | +28,852 |
| Intuitive Surgical Inc. ISRG | 106,000 | $42.2 million | 0.71% | -961 |
| Dynatrace, Inc. DT | 908,550 | $39.9 million | 0.68% | +249,827 |
| Core Laboratories Inc. CLB | 3,042,177 | $35.4 million | 0.60% | -1,894,938 |
| Progyny, Inc. PGNY | 1,181,632 | $34.1 million | 0.58% | +607,066 |
| Ceva Inc. CEVA | 662,802 | $31.3 million | 0.53% | +212,318 |
| Trex Co. Inc. TREX | 592,096 | $29.6 million | 0.50% | -86,261 |
| Veeva Systems Inc. VEEV | 140,964 | $25.0 million | 0.42% | new |
| Graco Inc. GGG | 321,466 | $24.3 million | 0.41% | -5,935 |
| Powerfleet Inc. AIOT | 6,258,600 | $24.0 million | 0.41% | -1,057,572 |
| Intuit Inc. INTU | 86,019 | $22.5 million | 0.38% | -1,107 |
| Weave Communications Inc. WEAV | 2,998,909 | $18.0 million | 0.30% | +722,528 |
| Ziprecruiter Inc. ZIP | 4,091,619 | $15.3 million | 0.26% | -124,982 |
| Paychex Inc. PAYX | 151,732 | $14.9 million | 0.25% | +8,732 |
| Materialise NV MTLS | 1,992,441 | $14.8 million | 0.25% | +857,054 |
| Yeti Holdings, Inc. YETI | 294,902 | $14.6 million | 0.25% | +1,062 |
| Axogen Inc. AXGN | 127,859 | $5.9 million | 0.10% | -68,706 |
| Inmode Ltd INMD | 318,545 | $4.7 million | 0.08% | +52,068 |
| Globant S A GLOB | 100,347 | $2.9 million | 0.05% | +18,420 |
| Mimedx Group Inc. MDXG | 587,932 | $2.3 million | 0.04% | -51,134 |
| Apple Inc. AAPL | 992 | $287,045 | 0.00% | no change |
| CCC Intelligent Solutions HL CCC | 34,887 | $180,017 | 0.00% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.