DISCIPLINED GROWTH INVESTORS INC /MN

Q2 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
64
Total value ($000)
$5,229,336
Net value change ($000)
+397,668 (8.2%)
New positions
4
Sold out positions
4
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 191,010 66.8%
ANET 82,606 66.0%
PSTG 71,418 29.4%
MCHP 55,579 43.4%
SN 46,048 NEW
SPSC 38,260 195.3%
SMTC 35,075 36.7%
VSAT 32,730 62.2%
ALGN 26,978 20.3%
CTLP 19,280 123.6%
Top Reduces (Value $000, Stocks/ETFs)
MSM -48,009 -100.0%
STRA -39,863 -100.0%
MYGN -37,984 -90.5%
THRM -31,821 -100.0%
INTU -27,098 -24.7%
CTRA -25,329 -12.6%
RCL -20,589 -100.0%
CLB -19,642 -23.9%
LGIH -17,752 -28.6%
SNA -11,781 -8.9%
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