DISCIPLINED GROWTH INVESTORS INC /MN

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$4,886,564
Net value change ($000)
-338,148 (-6.5%)
New positions
2
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PLXS 68,867 29.4%
VSAT 55,058 27.0%
CTRA 46,339 26.0%
CGNX 44,238 26.4%
AKAM 35,653 23.0%
POWI 29,170 41.0%
GNRC 27,863 32.5%
GARMIN LTD 25,016 8.8%
DT 24,360 NEW
IPGP 20,010 49.3%
Top Reduces (Value $000, Stocks/ETFs)
SMCI -168,531 -59.7%
PSTG -52,648 -16.0%
SFIX -40,235 -39.3%
SMTC -36,750 -17.8%
IT -36,444 -40.4%
MCHP -33,270 -29.2%
ALRM -33,174 -19.0%
ANET -33,000 -12.9%
SPSC -30,135 -40.0%
IDCC -25,792 -13.3%
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