DISCIPLINED GROWTH INVESTORS INC /MN

Q4 2024 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
65
Total value ($000)
$5,259,167
Net value change ($000)
-28,969 (-0.5%)
New positions
2
Sold out positions
6
Turnover %
19.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/15/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXE 272,466 NEW
ANET 265,858 NEW
PSTG 60,245 21.1%
IDCC 55,554 34.6%
SMTC 47,387 39.8%
GARMIN LTD 46,277 18.8%
SFIX 32,424 83.7%
RCL 29,667 28.3%
PRLB 24,568 40.7%
SNA 24,056 21.8%
Top Reduces (Value $000, Stocks/ETFs)
ANET -235,355 -100.0%
SOUTHWESTERN ENERGY CO -224,468 -100.0%
SMCI -209,228 -48.2%
MCHP -38,903 -26.6%
MYGN -34,175 -49.4%
PLXS -34,022 -11.5%
LGIH -28,185 -25.3%
FND -27,707 -18.9%
ALGN -27,288 -14.2%
VSAT -19,249 -36.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type