DISCIPLINED GROWTH INVESTORS INC /MN

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$5,906,556
Net value change ($000)
+1,019,992 (20.9%)
New positions
3
Sold out positions
6
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DVN 174,346 NEW
VSAT 166,602 64.3%
PLXS 130,526 43.1%
PSTG 90,589 32.9%
CGNX 88,060 41.6%
ANET 81,443 36.6%
GTLB 81,323 413.2%
SPSC 76,277 169.0%
DV 67,903 182.9%
SN 63,718 140.8%
Top Reduces (Value $000, Stocks/ETFs)
CTRA -224,724 -100.0%
CLB -47,453 -57.2%
EXE -46,525 -17.9%
MCHP -36,857 -45.8%
SMCI -35,440 -31.2%
IDCC -23,726 -14.1%
INTU -15,221 -40.4%
SMTC -15,105 -8.9%
GEOS -13,437 -100.0%
ADSK -12,098 -16.7%
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