DISCIPLINED GROWTH INVESTORS INC /MN

Q4 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$5,224,712
Net value change ($000)
-294,947 (-5.3%)
New positions
1
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IT 67,317 295.4%
VSAT 36,433 21.7%
CELH 30,195 76.3%
ALGN 27,514 27.3%
SFIX 26,086 34.2%
AKAM 22,721 17.2%
CTRA 20,515 13.0%
KRNT 18,818 75.8%
EXE 16,477 6.2%
ISRG 13,578 27.7%
Top Reduces (Value $000, Stocks/ETFs)
SMCI -172,451 -37.9%
PSTG -104,300 -24.1%
IDCC -79,115 -29.0%
GARMIN LTD -55,113 -16.3%
CGNX -41,086 -19.7%
ANET -24,885 -8.9%
GNTX -22,275 -16.6%
YETI -19,779 -77.1%
TREX -18,176 -34.0%
GNRC -17,879 -17.3%
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