13F-HR filed by DISCIPLINED GROWTH INVESTORS INC /MN
DISCIPLINED GROWTH INVESTORS INC /MN filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-15, with 65 holding rows worth $4,202,796,319.
- Accession
- 0001050442-23-000014
- Filer
- CIK 1050442
- Filed
- 2023-11-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 65 entries on the cover page, a total value of $4,202,796,319 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,202,796,319 with VALUE read as dollars as filed, 13F file number 028-06630. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 2,831,259 | $776,387,843 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 5,712,685 | $203,485,840 | dollars as filed | |
| PLEXUS CORP COM | 729132100 | Stock | 2,044,253 | $190,074,644 | dollars as filed | |
| SOUTHWESTERN ENERGY CO | 845467109 | COM | 29,416,205 | $189,734,522 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 2,071,029 | $158,040,223 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 1,395,112 | $148,635,232 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,358,628 | $142,927,666 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 449,035 | $137,099,366 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 1,747,128 | $136,363,340 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 4,140,040 | $134,716,902 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 262,283 | $134,010,876 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 4,885,685 | $132,157,779 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 642,990 | $118,265,151 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 1,384,871 | $109,764,875 | dollars as filed | |
| ALARM COM HLDGS INC COM | 011642105 | Stock | 1,736,132 | $106,147,110 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 355,084 | $90,567,725 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 1,947,121 | $82,635,815 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 270,455 | $79,051,292 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 373,140 | $77,206,397 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 715,011 | $65,881,114 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 698,879 | $63,248,549 | dollars as filed | |
| GENTHERM INC | 37253A103 | COM | 1,091,667 | $59,233,851 | dollars as filed | |
| LANDSTAR SYS INC COM | 515098101 | Stock | 332,377 | $58,810,786 | dollars as filed | |
| VIASAT INC | 92552V100 | COM | 3,054,158 | $56,379,757 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 677,226 | $54,340,614 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 506,607 | $50,402,330 | dollars as filed | |
| SLEEP NUMBER CORP | 83125X103 | COM D | 1,904,386 | $46,828,852 | dollars as filed | |
| PROTO LABS INC | 743713109 | COM | 1,764,397 | $46,580,081 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 423,501 | $43,002,292 | dollars as filed | |
| STRATEGIC ED INC COM | 86272C103 | Stock | 478,156 | $35,981,239 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 5,156,663 | $35,323,142 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 307,682 | $33,525,031 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 190,696 | $32,534,645 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 438,285 | $31,942,211 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 1,973,312 | $31,651,924 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 425,580 | $26,228,495 | dollars as filed | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 266,378 | $26,145,001 | dollars as filed | |
| STITCH FIX INC | 860897107 | COM CL A | 6,208,167 | $21,418,176 | dollars as filed | |
| GEOSPACE TECHNOLOGIES CORP | 37364X109 | COM | 1,497,486 | $19,392,444 | dollars as filed | |
| Surmodics Inc | 868873100 | Common Stock | 595,703 | $19,116,109 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 157,403 | $18,153,288 | dollars as filed | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 513,791 | $17,787,444 | dollars as filed | |
| CORE LABORATORIES INC | 21867A105 | COM | 738,384 | $17,728,600 | dollars as filed | |
| OPEN TEXT CORP COM | 683715106 | Stock | 490,956 | $17,232,556 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 112,058 | $15,731,823 | dollars as filed | |
| MIX TELEMATICS LTD | 60688N102 | SPONSORED ADR | 2,507,740 | $13,842,725 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 512,501 | $13,196,901 | dollars as filed | |
| IROBOT CORP | 462726100 | COM | 337,709 | $12,799,171 | dollars as filed | |
| VIZIO HOLDING CORP | 92858V101 | COMMON STOCK | 2,085,658 | $11,283,410 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 459,226 | $8,904,392 | dollars as filed | |
| DULUTH HLDGS INC | 26443V101 | COM CL B | 1,478,802 | $8,887,600 | dollars as filed | |
| MILLERKNOLL INC | 600544100 | COM | 311,665 | $7,620,209 | dollars as filed | |
| EGAIN CORP | 28225C806 | COM NEW | 1,057,424 | $6,482,009 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 330,540 | $6,250,511 | dollars as filed | |
| STONERIDGE INC | 86183P102 | COMMON STOCK | 221,156 | $4,438,601 | dollars as filed | |
| COHERUS ONCOLOGY INC | 19249H103 | COM | 1,183,626 | $4,426,761 | dollars as filed | |
| ZUMIEZ INC | 989817101 | COMMON STOCK | 178,791 | $3,182,480 | dollars as filed | |
| CARA THERAPEUTICS INC | 140755109 | COM | 1,772,397 | $2,977,627 | dollars as filed | |
| EVERBRIDGE INC | 29978A104 | COM | 118,048 | $2,646,636 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 320,303 | $2,335,009 | dollars as filed | |
| FLOTEK INDUSTRIES INC | 343389409 | COMMON STOCK | 123,649 | $547,763 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,106 | $360,568 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 982 | $310,066 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,295 | $218,363 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,500 | $212,565 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001050442-23-000014 | this filing | 2023-11-15 | acceptance time not in the bulk data set |