2026 Q2 Portfolio Activity
In 2026 Q2, DISCIPLINED GROWTH INVESTORS INC /MN maintained a portfolio of 64 distinct positions. The most significant new addition was DEVON ENERGY CORP NEW COM, now representing 2.95% of the total fund value. They heavily accumulated shares in GITLAB, INC, increasing the position by 263.7%. Conversely, DISCIPLINED GROWTH INVESTORS INC /MN completely exited their position in COTERRA ENERGY INC COM.
Position History
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Total Positions
64
Quarter
2026 Q2
Top Holding
PLXS (7.3%)
Top 10 Concentration
49.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 64
DISCIPLINED GROWTH INVESTORS INC /MN Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PLXS
PLEXUS CORP COM
|
Technology | 7.34% | 6.19% |
#1
1
Prev: #2
|
5.4 |
—
|
-53,684 | -3.6% |
P
S
|
1,440,935 | $433,245,926 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSAT
VIASAT INC COM
|
Technology | 7.21% | 5.31% |
#2
3
Prev: #5
|
4.9 |
—
|
-918,876 | -16.2% |
P
S
|
4,741,812 | $425,862,181 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PSTG
EVERPURE INC CL...
|
Technology | 6.20% | 5.64% |
#3
Prev: #3
|
4.0 |
—
|
-20,052 | -0.4% |
P
S
|
4,646,725 | $366,115,502 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRMN
GARMIN LTD SHS
|
Technology | 5.34% | 6.32% |
#4
3
Prev: #1
|
3.1 |
—
|
-4,609 | -0.3% |
P
S
|
1,326,832 | $315,175,792 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 5.14% | 4.55% |
#5
2
Prev: #7
|
3.1 |
—
|
-22,689 | -1.3% |
P
S
|
1,788,304 | $303,797,168 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGNX
COGNEX CORP COM
|
Technology | 5.08% | 4.33% |
#6
2
Prev: #8
|
2.5 |
—
|
-182,360 | -4.2% |
P
S
|
4,139,715 | $299,798,160 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 3.62% | 5.33% |
#7
3
Prev: #4
|
1.9 |
—
|
-26,375 | -1.1% |
P
S
|
2,346,927 | $214,016,273 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRLB
PROTO LABS INC ...
|
Industrials | 3.29% | 2.91% |
#8
4
Prev: #12
|
1.8 |
—
|
-116,841 | -4.7% |
P
S
|
2,380,514 | $194,035,737 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 3.27% | 3.90% |
#9
Prev: #9
|
1.8 |
—
|
-23,585 | -1.4% |
P
S
|
1,635,207 | $193,297,819 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 2.95% | — |
#10
Prev: #—
|
4.7 |
—
|
4,219,415 | — |
NEW
|
4,219,415 | $174,346,240 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALRM
ALARM COM HLDGS...
|
Technology | 2.84% | 2.89% |
#11
2
Prev: #13
|
3.1 |
—
|
316,628 | 9.7% |
P
S
|
3,585,614 | $167,519,886 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 2.77% | 2.32% |
#12
4
Prev: #16
|
1.6 |
—
|
-22,360 | -3.8% |
P
S
|
558,568 | $163,554,442 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
POWI
POWER INTEGRATI...
|
Technology | 2.68% | 2.05% |
#13
5
Prev: #18
|
1.6 |
—
|
-67,308 | -3.4% |
P
S
|
1,891,864 | $158,462,571 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMTC
SEMTECH CORP CO...
|
Technology | 2.62% | 3.47% |
#14
4
Prev: #10
|
1.0 |
—
|
-1,251,715 | -56.7% |
P
S
|
955,033 | $154,572,172 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IDCC
INTERDIGITAL IN...
|
Technology | 2.45% | 3.44% |
#15
4
Prev: #11
|
1.5 |
—
|
-46,692 | -8.4% |
P
S
|
510,096 | $144,423,622 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 2.25% | 2.00% |
#16
4
Prev: #20
|
2.9 |
—
|
607,693 | 9.9% |
P
S
|
6,761,165 | $133,059,727 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALGN
ALIGN TECHNOLOG...
|
Healthcare | 2.24% | 2.72% |
#17
3
Prev: #14
|
1.4 |
—
|
7,352 | 0.9% |
P
S
|
783,178 | $132,090,801 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNA
SNAP ON INC COM
|
Industrials | 2.08% | 2.29% |
#18
1
Prev: #17
|
1.3 |
—
|
-2,668 | -0.9% |
P
S
|
305,180 | $122,804,633 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPSC
SPS COMM INC CO...
|
Technology | 2.06% | 0.92% |
#19
14
Prev: #33
|
3.8 |
—
|
1,312,943 | 161.9% |
P
S
|
2,123,881 | $121,422,277 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GNTX
GENTEX CORP COM
|
Consumer Cyclical | 1.95% | 2.02% |
#20
1
Prev: #19
|
1.3 |
—
|
41,777 | 0.9% |
P
S
|
4,561,485 | $115,268,739 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC ...
|
Consumer Cyclical | 1.85% | 0.93% |
#21
11
Prev: #32
|
3.7 |
—
|
288,292 | 67.4% |
P
S
|
715,721 | $108,982,913 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DV
DOUBLEVERIFY HL...
|
Communication Services | 1.78% | 0.76% |
#22
15
Prev: #37
|
3.7 |
—
|
5,781,039 | 147.9% |
P
S
|
9,689,140 | $105,030,283 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GTLB
GITLAB, INC
|
Technology | 1.71% | 0.40% |
#23
21
Prev: #44
|
3.7 |
—
|
2,398,874 | 263.7% |
P
S
|
3,308,421 | $101,006,108 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MNDY
MONDAY.COM LTD
|
Technology | 1.55% | 0.57% |
#24
15
Prev: #39
|
3.6 |
—
|
859,447 | 212.8% |
P
S
|
1,263,335 | $91,452,821 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMCI
SUPER MICRO COM...
|
Technology | 1.32% | 2.32% |
#25
10
Prev: #15
|
0.5 |
—
|
-2,323,742 | -46.6% |
P
S
|
2,663,417 | $78,118,021 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SFIX
STITCH FIX INC ...
|
Consumer Cyclical | 1.32% | 1.27% |
#26
1
Prev: #25
|
1.0 |
—
|
171,872 | 0.9% |
P
S
|
18,910,052 | $77,720,314 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 1.24% | 1.17% |
#27
Prev: #27
|
1.0 |
—
|
1,839 | 0.6% |
P
S
|
292,065 | $73,010,534 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DLB
DOLBY LABORATOR...
|
Industrials | 1.11% | 1.56% |
#28
5
Prev: #23
|
0.9 |
—
|
-19,992 | -1.6% |
P
S
|
1,247,791 | $65,608,877 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FND
FLOOR & DECOR H...
|
Consumer Cyclical | 1.11% | 1.14% |
#29
1
Prev: #28
|
0.9 |
—
|
11,750 | 1.1% |
P
S
|
1,103,591 | $65,509,191 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IPGP
IPG PHOTONICS C...
|
Technology | 1.05% | 1.24% |
#30
4
Prev: #26
|
0.9 |
—
|
2,096 | 0.4% |
P
S
|
530,833 | $62,277,386 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADSK
AUTODESK INC CO...
|
Technology | 1.02% | 1.48% |
#31
7
Prev: #24
|
0.9 |
—
|
7,588 | 2.5% |
P
S
|
309,345 | $60,142,952 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LGIH
LGI HOMES INC C...
|
Consumer Cyclical | 0.88% | 0.58% |
#32
6
Prev: #38
|
2.4 |
—
|
93,468 | 13.0% |
P
S
|
815,069 | $51,903,626 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SSD
SIMPSON MFG INC...
|
Basic Materials | 0.85% | 0.85% |
#33
2
Prev: #35
|
0.8 |
—
|
-901 | -0.4% |
P
S
|
240,664 | $50,383,113 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 0.83% | 0.90% |
#34
Prev: #34
|
0.8 |
—
|
32,431 | 1.1% |
P
S
|
3,031,101 | $49,255,391 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IT
GARTNER INC COM
|
Technology | 0.76% | 1.10% |
#35
6
Prev: #29
|
0.8 |
—
|
5,794 | 1.7% |
P
S
|
344,687 | $44,678,329 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCHP
MICROCHIP TECHN...
|
Technology | 0.74% | 1.65% |
#36
14
Prev: #22
|
0.3 |
—
|
-767,353 | -61.6% |
P
S
|
478,469 | $43,636,418 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELH
CELSIUS HLDGS I...
|
Consumer Defensive | 0.73% | 1.04% |
#37
7
Prev: #30
|
0.8 |
—
|
28,852 | 2.0% |
P
S
|
1,466,503 | $42,939,222 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.71% | 1.01% |
#38
7
Prev: #31
|
0.8 |
—
|
-961 | -0.9% |
P
S
|
106,000 | $42,154,080 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DT
DYNATRACE INC N...
|
Technology | 0.68% | 0.50% |
#39
3
Prev: #42
|
2.8 |
—
|
249,827 | 37.9% |
P
S
|
908,550 | $39,894,452 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLB
CORE LABORATORI...
|
Energy | 0.60% | 1.70% |
#40
19
Prev: #21
|
0.2 |
—
|
-1,894,938 | -38.4% |
P
S
|
3,042,177 | $35,441,362 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PGNY
PROGYNY INC COM
|
Healthcare | 0.58% | 0.20% |
#41
8
Prev: #49
|
3.2 |
—
|
607,066 | 105.7% |
P
S
|
1,181,632 | $34,066,465 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CEVA
CEVA INC COM
|
Technology | 0.53% | 0.17% |
#42
8
Prev: #50
|
2.7 |
—
|
212,318 | 47.1% |
P
S
|
662,802 | $31,257,742 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TREX
TREX CO INC COM
|
Industrials | 0.50% | 0.51% |
#43
2
Prev: #41
|
0.7 |
—
|
-86,261 | -12.7% |
P
S
|
592,096 | $29,628,484 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEEV
VEEVA SYS INC C...
|
Healthcare | 0.42% | — |
#44
Prev: #—
|
3.7 |
—
|
140,964 | — |
NEW
|
140,964 | $25,016,881 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GGG
GRACO INC COM
|
Industrials | 0.41% | 0.57% |
#45
5
Prev: #40
|
0.7 |
—
|
-5,935 | -1.8% |
P
S
|
321,466 | $24,306,044 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AIOT
POWERFLEET INC
|
Technology | 0.41% | 0.46% |
#46
3
Prev: #43
|
0.7 |
—
|
-1,057,572 | -14.5% |
P
S
|
6,258,600 | $23,970,438 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTU
INTUIT COM
|
Technology | 0.38% | 0.77% |
#47
11
Prev: #36
|
0.7 |
—
|
-1,107 | -1.3% |
P
S
|
86,019 | $22,450,959 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WEAV
WEAVE COMMUNICA...
|
Healthcare | 0.30% | 0.22% |
#48
Prev: #48
|
2.6 |
—
|
722,528 | 31.7% |
P
S
|
2,998,909 | $17,963,465 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZIP
ZIPRECRUITER IN...
|
Communication Services | 0.26% | 0.16% |
#49
2
Prev: #51
|
0.6 |
—
|
-124,982 | -3.0% |
P
S
|
4,091,619 | $15,343,571 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PAYX
PAYCHEX INC COM
|
Technology | 0.25% | 0.27% |
#50
4
Prev: #46
|
2.1 |
—
|
8,732 | 6.1% |
P
S
|
151,732 | $14,919,857 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 64 holdings