DISCIPLINED GROWTH INVESTORS INC /MN

Q1 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
64
Total value ($000)
$4,831,668
Net value change ($000)
-427,499 (-8.1%)
New positions
2
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SMCI 60,623 26.9%
CTRA 57,387 40.0%
SSD 41,930 NEW
TREX 37,403 142.9%
EXE 25,830 9.5%
CELH 25,691 NEW
MCHP 20,955 19.5%
VSAT 19,091 57.0%
GNRC 17,841 28.0%
GARMIN LTD 14,159 4.8%
Top Reduces (Value $000, Stocks/ETFs)
ANET -140,615 -52.9%
RCL -113,996 -84.7%
PSTG -102,992 -29.8%
SMTC -70,975 -42.6%
ISRG -60,480 -47.6%
PLXS -50,853 -19.4%
ALGN -31,219 -19.0%
POWI -24,696 -19.1%
KRNT -24,463 -39.2%
FND -24,213 -20.3%
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