DISCIPLINED GROWTH INVESTORS INC /MN

CIK 0001050442 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

DISCIPLINED GROWTH INVESTORS INC /MN reported 58 positions worth $5.91B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PLXS (7.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.91B
2026 Q2
Positions
58
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.4%
Est. Net Flow (Q)
2026 Q2
10 / 58 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PLXSPLEXUS CORP COMSH$433.2M7.33%1,440,935
2VSATVIASAT INC COMSH$425.9M7.21%4,741,812
3PEVERPURE INC CL ASH$366.1M6.20%4,646,725
4GRMNGARMIN LTD SHSSH$315.2M5.34%1,326,832
5ANETARISTA NETWORKS INC COM SHSSH$303.8M5.14%1,788,304
6CGNXCOGNEX CORP COMSH$299.8M5.08%4,139,715
7EXEEXPAND ENERGY CORPORATION COMSH$214.0M3.62%2,346,927
8PRLBPROTO LABS INC COMSH$194.0M3.29%2,380,514
9AKAMAKAMAI TECHNOLOGIES COMSH$193.3M3.27%1,635,207
10DVNDEVON ENERGY CORP NEW COMSH$174.3M2.95%4,219,415

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DISCIPLINED GROWTH INVESTORS INC /MN hold as of Q2 2026?

DISCIPLINED GROWTH INVESTORS INC /MN reported 58 positions worth $5.91B in its Q2 2026 13F filing. Largest positions: PLXS (7.3%), VSAT (7.2%), P (6.2%), GRMN (5.3%) and ANET (5.1%).

What did DISCIPLINED GROWTH INVESTORS INC /MN buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DISCIPLINED GROWTH INVESTORS INC /MN sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.