DISCIPLINED GROWTH INVESTORS INC /MN

Q3 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
64
Total value ($000)
$5,519,659
Net value change ($000)
+290,323 (5.6%)
New positions
5
Sold out positions
5
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ZETA 121,502 NEW
PSTG 118,229 37.6%
VSAT 82,431 96.6%
ANET 72,390 34.8%
SMTC 64,355 49.3%
IDCC 57,654 26.8%
CGNX 57,322 37.9%
GARMIN LTD 42,755 14.4%
GNTX 25,797 23.8%
YETI 25,640 NEW
Top Reduces (Value $000, Stocks/ETFs)
MCHP -69,270 -37.7%
ALGN -59,306 -37.1%
LSTR -43,066 -100.0%
EXE -41,776 -13.6%
POWI -36,109 -31.3%
UAA -36,033 -100.0%
CTLP -29,930 -85.8%
SMCI -22,365 -4.7%
ALRM -20,664 -10.5%
INTU -20,652 -24.9%
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