Q2 2026 13F · SEC CIK 1050442

Disciplined Growth Investors Inc /mn

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.9B
Reported positions: 58
Top holdings a year, 3 yrs: +37.8%
Average holding period: 9.2 yrs

Disciplined Growth Investors Inc /mn is an asset manager that reported 58 positions worth $5.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Plexus Corp (PLXS, 7.3%), Viasat Inc (VSAT, 7.2%), Pure Storage Inc - Class A (PSTG, 6.2%). A portfolio copying its top holdings returned 37.8% a year over the last 3 years, against 20.4% for the S&P 500.

Disciplined Growth Investors Inc /mn holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Disciplined Growth Investors Inc /mn 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PLXSPlexus Corp	7.3%	6.2%	1,440,935	-3.6%	$433.2M
VSATViasat Inc	7.2%	5.3%	4,741,812	-16.2%	$425.9M
PSTGPure Storage Inc - Class A	6.2%	5.6%	4,646,725	-0.4%	$366.1M
GRMNGarmin Ltd	5.3%	6.3%	1,326,832	-0.3%	$315.2M
ANETArista Networks Inc	5.1%	4.5%	1,788,304	-1.3%	$303.8M
CGNXCognex Corp	5.1%	4.3%	4,139,715	-4.2%	$299.8M
EXEExpand Energy Corporation	3.6%	5.3%	2,346,927	-1.1%	$214.0M
PRLBProto Labs Inc	3.3%	2.9%	2,380,514	-4.7%	$194.0M
AKAMAkamai Technologies Inc	3.3%	3.9%	1,635,207	-1.4%	$193.3M
DVNDevon Energy Corp	3.0%	—	4,219,415	—	$174.3M
ALRMAlarm.com Holdings Inc.	2.8%	2.9%	3,585,614	+9.7%	$167.5M
GNRCGenerac Hldgs Inc	2.8%	2.3%	558,568	-3.8%	$163.6M
POWIPower Integrations Inc	2.7%	2.1%	1,891,864	-3.4%	$158.5M
SMTCSemtech Corp	2.6%	3.5%	955,033	-56.7%	$154.6M
IDCCInterdigital Inc	2.4%	3.4%	510,096	-8.4%	$144.4M
ZETAZeta Global Holdings Corp	2.3%	2.0%	6,761,165	+9.9%	$133.1M
ALGNAlign Technology Inc	2.2%	2.7%	783,178	+0.9%	$132.1M
SNASnap-on Inc.	2.1%	2.3%	305,180	-0.9%	$122.8M
SPSCSps Comm Inc	2.1%	0.9%	2,123,881	+161.9%	$121.4M
GNTXGentex Corp	2.0%	2.0%	4,561,485	+0.9%	$115.3M
SNSharkninja Inc Com Shs	1.8%	0.9%	715,721	+67.4%	$109.0M
DVDoubleverify Hldgs Inc	1.8%	0.8%	9,689,140	+147.9%	$105.0M
GTLBGitLab Inc	1.7%	0.4%	3,308,421	+263.7%	$101.0M
MNDYMonday Com Ltd	1.5%	0.6%	1,263,335	+212.8%	$91.5M
SMCISuper Micro Computer, Inc.	1.3%	2.3%	2,663,417	-46.6%	$78.1M
SFIXStitch Fix Inc	1.3%	1.3%	18,910,052	+0.9%	$77.7M
TTWOTake-Two Interactive Softwar	1.2%	1.2%	292,065	+0.6%	$73.0M
DLBDolby Laboratories Inc	1.1%	1.6%	1,247,791	-1.6%	$65.6M
FNDFloor & Decor Hldgs Inc	1.1%	1.1%	1,103,591	+1.1%	$65.5M
IPGPIpg Photonics Corp	1.1%	1.2%	530,833	+0.4%	$62.3M
ADSKAutodesk Inc	1.0%	1.5%	309,345	+2.5%	$60.1M
LGIHLgi Homes Inc	0.9%	0.6%	815,069	+13.0%	$51.9M
SSDSimpson Manufacturing Co Inc.	0.9%	0.8%	240,664	-0.4%	$50.4M
KRNTKornit Digital Ltd	0.8%	0.9%	3,031,101	+1.1%	$49.3M
ITGartner Inc	0.8%	1.1%	344,687	+1.7%	$44.7M
MCHPMicrochip Tech Inc	0.7%	1.6%	478,469	-61.6%	$43.6M
CELHCelsius Holdings Inc	0.7%	1.0%	1,466,503	+2.0%	$42.9M
ISRGIntuitive Surgical Inc	0.7%	1.0%	106,000	-0.9%	$42.2M
DTDynatrace Inc	0.7%	0.5%	908,550	+37.9%	$39.9M
CLBCore Laboratories Inc	0.6%	1.7%	3,042,177	-38.4%	$35.4M
PGNYProgyny Inc	0.6%	0.2%	1,181,632	+105.7%	$34.1M
CEVACeva Inc	0.5%	0.2%	662,802	+47.1%	$31.3M
TREXTrex Company, Inc.	0.5%	0.5%	592,096	-12.7%	$29.6M
VEEVVeeva Sys Inc	0.4%	—	140,964	—	$25.0M
GGGGraco Inc	0.4%	0.6%	321,466	-1.8%	$24.3M
PWFLPowerfleet Inc	0.4%	0.5%	6,258,600	-14.5%	$24.0M
INTUIntuit	0.4%	0.8%	86,019	-1.3%	$22.5M
WEAVWeave Communications Inc	0.3%	0.2%	2,998,909	+31.7%	$18.0M
ZIPZiprecruiter Inc Cl A	0.3%	—	4,091,619	—	$15.3M
PAYXPaychex Inc	0.3%	0.3%	151,732	+6.1%	$14.9M

What Disciplined Growth Investors Inc /mn bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GTLB GitLab Inc+263.7% shares
MNDY Monday Com Ltd+212.8% shares
SPSC Sps Comm Inc+161.9% shares
DV Doubleverify Hldgs Inc+147.9% shares
PGNY Progyny Inc+105.7% shares
SN Sharkninja Inc Com Shs+67.4% shares
CEVA Ceva Inc+47.1% shares
DT Dynatrace Inc+37.9% shares

Reduced

MCHP Microchip Tech Inc-61.6% shares
SMTC Semtech Corp-56.7% shares
SMCI Super Micro Computer, Inc.-46.6% shares
CLB Core Laboratories Inc-38.4% shares
VSAT Viasat Inc-16.2% shares
PWFL Powerfleet Inc-14.5% shares
TREX Trex Company, Inc.-12.7% shares
IDCC Interdigital Inc-8.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +38.4% /yr; S&P 500 +20.1%
3 years: +37.8% /yr; S&P 500 +20.4%
5 years: +23.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.9B	58
Q1 2026	$4.9B	61
Q4 2025	$5.2B	61
Q3 2025	$5.5B	64
Q2 2025	$5.2B	64
Q1 2025	$4.8B	64
Q4 2024	$5.3B	65
Q3 2024	$5.3B	69
Q2 2024	$5.3B	66
Q1 2024	$5.5B	68
Q4 2023	$4.6B	63
Q3 2023	$4.2B	65

Questions about Disciplined Growth Investors Inc /mn's portfolio

What stocks does Disciplined Growth Investors Inc /mn own?

Disciplined Growth Investors Inc /mn's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 58 positions worth $5.9B. The largest are Plexus Corp (PLXS) at 7.3%, Viasat Inc (VSAT) at 7.2%, Pure Storage Inc - Class A (PSTG) at 6.2%, Garmin Ltd (GRMN) at 5.3% and Arista Networks Inc (ANET) at 5.1%.

What did Disciplined Growth Investors Inc /mn buy last quarter?

In Q2 2026, Disciplined Growth Investors Inc /mn added GitLab Inc (GTLB) (+263.7% shares), Monday Com Ltd (MNDY) (+212.8% shares) and Sps Comm Inc (SPSC) (+161.9% shares), compared with its Q1 2026 filing.

What did Disciplined Growth Investors Inc /mn sell last quarter?

In Q2 2026, Disciplined Growth Investors Inc /mn cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Geospace Technologies (GEOS), cut from its top 50 Yeti Hldgs Inc (YETI), Microchip Tech Inc (MCHP) (-61.6% shares), Semtech Corp (SMTC) (-56.7% shares) and Super Micro Computer, Inc. (SMCI) (-46.6% shares), compared with its Q1 2026 filing.

How has Disciplined Growth Investors Inc /mn's portfolio performed?

A portfolio copying Disciplined Growth Investors Inc /mn's 20 largest 13F holdings each quarter, from the day each filing was public, returned +37.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +38.4% against +20.1%. Over 5 years: +23.9% a year against +11.6%.

When is Disciplined Growth Investors Inc /mn's next 13F filing due?

13F filings are due 45 days after each quarter ends. Disciplined Growth Investors Inc /mn's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.