13F-HR filed by DISCIPLINED GROWTH INVESTORS INC /MN
DISCIPLINED GROWTH INVESTORS INC /MN filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 61 holding rows worth $5,224,711,948.
- Accession
- 0001050442-26-000001
- Filer
- CIK 1050442
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 61 entries on the cover page, a total value of $5,224,711,948 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,224,711,948 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 |
|---|---|---|---|---|---|---|
| EVERPURE INC CL A | 74624M102 | Stock | 4,897,406 | $328,175,176 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,399,515 | $283,891,618 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 9,637,492 | $282,089,391 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 2,549,879 | $281,404,646 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,948,824 | $255,354,409 | dollars as filed | |
| PLEXUS CORP COM | 729132100 | Stock | 1,590,840 | $233,853,480 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 2,801,291 | $206,427,134 | dollars as filed | |
| VIASAT INC | 92552V100 | COM | 5,925,770 | $204,202,034 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 609,153 | $193,942,132 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 6,777,536 | $178,384,748 | dollars as filed | |
| ALARM COM HLDGS INC COM | 011642105 | Stock | 3,417,517 | $174,361,717 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 4,655,358 | $167,499,781 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 1,774,883 | $154,858,542 | dollars as filed | |
| PROTO LABS INC | 743713109 | COM | 2,673,729 | $135,263,950 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 820,935 | $128,189,000 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 1,785,355 | $113,762,821 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 327,754 | $112,944,028 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 5,500,408 | $111,933,303 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 4,803,223 | $111,770,999 | dollars as filed | |
| STITCH FIX INC | 860897107 | COM CL A | 19,477,691 | $102,257,878 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 321,967 | $95,305,452 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 357,160 | $90,104,325 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 1,342,492 | $86,214,836 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 627,776 | $85,609,813 | dollars as filed | |
| CORE LABORATORIES INC | 21867A105 | COM | 5,166,914 | $82,825,631 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 306,935 | $78,584,568 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 844,613 | $75,280,357 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 2,001,698 | $71,140,347 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 1,146,738 | $69,824,877 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 1,525,147 | $69,760,224 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 110,426 | $62,540,869 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 89,795 | $59,482,004 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 455,597 | $50,981,304 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 3,034,591 | $43,637,419 | dollars as filed | |
| DOUBLEVERIFY HLDGS INC COM | 25862V105 | Stock | 3,738,393 | $42,767,216 | dollars as filed | |
| POWERFLEET INC | 73931J109 | COMMON STOCK | 7,918,934 | $42,128,729 | dollars as filed | |
| SIMPSON MFG INC | 829073105 | COM | 260,230 | $42,019,338 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 566,734 | $40,578,154 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 1,007,236 | $35,333,839 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 711,214 | $30,553,753 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 358,412 | $29,379,032 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 6,371,139 | $24,847,442 | dollars as filed | |
| GEOSPACE TECHNOLOGIES CORP | 37364X109 | COM | 1,131,568 | $19,134,815 | dollars as filed | |
| WEAVE COMMUNICATIONS INC | 94724R108 | COM | 2,311,343 | $17,543,093 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 153,351 | $17,202,915 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 622,433 | $15,984,079 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 607,748 | $13,078,737 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 72,949 | $10,764,354 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 1,482,894 | $10,039,192 | dollars as filed | |
| EGAIN CORP | 28225C806 | COM NEW | 935,270 | $9,623,928 | dollars as filed | |
| MILLERKNOLL INC | 600544100 | COM | 515,994 | $9,432,370 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 201,876 | $6,607,401 | dollars as filed | |
| MATERIALISE NV | 57667T100 | SPONSORED ADS | 1,173,846 | $6,514,845 | dollars as filed | |
| YETI HLDGS INC COM | 98585X104 | Stock | 132,697 | $5,861,226 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 84,095 | $5,497,290 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 282,869 | $4,155,346 | dollars as filed | |
| SOUNDTHINKING INC | 82536T107 | COM | 195,941 | $1,573,406 | dollars as filed | |
| STONERIDGE INC | 86183P102 | COMMON STOCK | 204,019 | $1,181,270 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,535 | $417,305 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 672 | $324,993 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 893 | $309,067 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001050442-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |