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DISCIPLINED GROWTH INVESTORS INC /MN: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DISCIPLINED GROWTH INVESTORS INC /MN on SMCI, newest first. How the timeline and the estimate are built.

DISCIPLINED GROWTH INVESTORS INC /MN held 2,663,417 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,663,417 shares
    Change vs previous 13F -2,323,742 shares

    1.32% of the 13F portfolio, value $78,118,021.

    13F-HR 0001050442-26-000021 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,987,159 shares
    Change vs previous 13F -4,650,333 shares

    2.32% of the 13F portfolio, value $113,557,610.

    13F-HR 0001050442-26-000011 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,637,492 shares
    Change vs previous 13F +156,048 shares

    5.4% of the 13F portfolio, value $282,089,391.

    13F-HR 0001050442-26-000001 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,481,444 shares
    Change vs previous 13F -249,329 shares

    8.23% of the 13F portfolio, value $454,540,425.

    13F-HR 0001050442-25-000034 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,730,773 shares
    Change vs previous 13F +1,381,046 shares

    9.12% of the 13F portfolio, value $476,905,185.

    13F-HR 0001050442-25-000021 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,349,727 shares
    Change vs previous 13F +958,911 shares

    5.92% of the 13F portfolio, value $285,894,652.

    13F-HR 0001050442-25-000009 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,390,816 shares
    Change vs previous 13F +6,347,347 shares

    4.28% of the 13F portfolio, value $225,272,072.

    13F-HR 0001050442-25-000007 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,043,469 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $434,500,492.

    13F-HR 0001050442-24-000028 filed by DISCIPLINED GROWTH INVESTORS INC /MN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).