Q2 2026 13F · SEC CIK 1050442

Disciplined Growth Investors Inc /mn

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.9B
Reported positions: 58
Top holdings a year, 3 yrs: +37.8%
Average holding period: 9.2 yrs

Disciplined Growth Investors Inc /mn is an asset manager that reported 58 positions worth $5.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Plexus Corp (PLXS, 7.3%), Viasat Inc Com (VSAT, 7.2%), Everpure Inc (PSTG, 6.2%). A portfolio copying its top holdings returned 37.8% a year over the last 3 years, against 20.4% for the S&P 500.

Disciplined Growth Investors Inc /mn holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Disciplined Growth Investors Inc /mn 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PLXSPlexus Corp	7.3%	6.2%	1,440,935	-3.6%	$433.2M
VSATViasat Inc Com	7.2%	5.3%	4,741,812	-16.2%	$425.9M
PSTGEverpure Inc	6.2%	5.6%	4,646,725	-0.4%	$366.1M
GRMNGarmin Ltd	5.3%	6.3%	1,326,832	-0.3%	$315.2M
ANETArista Networks Inc	5.1%	4.5%	1,788,304	-1.3%	$303.8M
CGNXCognex Corp	5.1%	4.3%	4,139,715	-4.2%	$299.8M
EXEExpand Energy Corporation	3.6%	5.3%	2,346,927	-1.1%	$214.0M
PRLBProto Labs Inc	3.3%	2.9%	2,380,514	-4.7%	$194.0M
AKAMAkamai Technologies Inc	3.3%	3.9%	1,635,207	-1.4%	$193.3M
DVNDevon Energy Corp New	3.0%	—	4,219,415	—	$174.3M
ALRMAlarm Com Hldgs Inc	2.8%	2.9%	3,585,614	+9.7%	$167.5M
GNRCGenerac Hldgs Inc	2.8%	2.3%	558,568	-3.8%	$163.6M
POWIPower Integrations Inc	2.7%	2.1%	1,891,864	-3.4%	$158.5M
SMTCSemtech Corp	2.6%	3.5%	955,033	-56.7%	$154.6M
IDCCInterdigital Inc	2.4%	3.4%	510,096	-8.4%	$144.4M
ZETAZeta Global Holdings Corp	2.3%	2.0%	6,761,165	+9.9%	$133.1M
ALGNAlign Technology Inc	2.2%	2.7%	783,178	+0.9%	$132.1M
SNASnap on Inc	2.1%	2.3%	305,180	-0.9%	$122.8M
SPSCSps Comm Inc	2.1%	0.9%	2,123,881	+161.9%	$121.4M
GNTXGentex Corp	2.0%	2.0%	4,561,485	+0.9%	$115.3M
SNSharkninja Inc	1.8%	0.9%	715,721	+67.4%	$109.0M
DVDoubleverify Hldgs Inc	1.8%	0.8%	9,689,140	+147.9%	$105.0M
GTLBGitlab Inc	1.7%	0.4%	3,308,421	+263.7%	$101.0M
MNDYMonday Com Ltd	1.5%	0.6%	1,263,335	+212.8%	$91.5M
SMCISuper Micro Computer Inc	1.3%	2.3%	2,663,417	-46.6%	$78.1M
SFIXStitch Fix Inc	1.3%	1.3%	18,910,052	+0.9%	$77.7M
TTWOTake-Two Interactive Softwar	1.2%	1.2%	292,065	+0.6%	$73.0M
DLBDolby Laboratories Inc	1.1%	1.6%	1,247,791	-1.6%	$65.6M
FNDFloor & Decor Hldgs Inc	1.1%	1.1%	1,103,591	+1.1%	$65.5M
IPGPIpg Photonics Corp	1.1%	1.2%	530,833	+0.4%	$62.3M
ADSKAutodesk Inc	1.0%	1.5%	309,345	+2.5%	$60.1M
LGIHLgi Homes Inc	0.9%	0.6%	815,069	+13.0%	$51.9M
SSDSimpson Mfg Inc	0.9%	0.8%	240,664	-0.4%	$50.4M
KRNTKornit Digital Ltd	0.8%	0.9%	3,031,101	+1.1%	$49.3M
ITGartner Inc	0.8%	1.1%	344,687	+1.7%	$44.7M
MCHPMicrochip Technology Inc.	0.7%	1.6%	478,469	-61.6%	$43.6M
CELHCelsius Holding Inc.	0.7%	1.0%	1,466,503	+2.0%	$42.9M
ISRGIntuitive Surgical Inc	0.7%	1.0%	106,000	-0.9%	$42.2M
DTDynatrace Inc	0.7%	0.5%	908,550	+37.9%	$39.9M
CLBCore Laboratories Inc	0.6%	1.7%	3,042,177	-38.4%	$35.4M
PGNYProgyny Inc	0.6%	0.2%	1,181,632	+105.7%	$34.1M
CEVACeva Inc	0.5%	0.2%	662,802	+47.1%	$31.3M
TREXTrex Company, Inc.	0.5%	0.5%	592,096	-12.7%	$29.6M
VEEVVeeva Sys Inc	0.4%	—	140,964	—	$25.0M
GGGGraco Inc	0.4%	0.6%	321,466	-1.8%	$24.3M
PWFLPowerfleet Inc	0.4%	0.5%	6,258,600	-14.5%	$24.0M
INTUIntuit	0.4%	0.8%	86,019	-1.3%	$22.5M
WEAVWeave Communications Inc	0.3%	0.2%	2,998,909	+31.7%	$18.0M
ZIPZiprecruiter Inc Cl A	0.3%	—	4,091,619	—	$15.3M
PAYXPaychex Inc	0.3%	0.3%	151,732	+6.1%	$14.9M

What Disciplined Growth Investors Inc /mn bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +38.4% /yr; S&P 500 +20.1%
3 years: +37.8% /yr; S&P 500 +20.4%
5 years: +23.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.9B	58
Q1 2026	$4.9B	61
Q4 2025	$5.2B	61
Q3 2025	$5.5B	64
Q2 2025	$5.2B	64
Q1 2025	$4.8B	64
Q4 2024	$5.3B	65
Q3 2024	$5.3B	69
Q2 2024	$5.3B	66
Q1 2024	$5.5B	68
Q4 2023	$4.6B	63
Q3 2023	$4.2B	65

Questions about Disciplined Growth Investors Inc /mn's portfolio

What stocks does Disciplined Growth Investors Inc /mn own?

Disciplined Growth Investors Inc /mn's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 58 positions worth $5.9B. The largest are Plexus Corp (PLXS) at 7.3%, Viasat Inc Com (VSAT) at 7.2%, Everpure Inc (PSTG) at 6.2%, Garmin Ltd (GRMN) at 5.3% and Arista Networks Inc (ANET) at 5.1%.

What did Disciplined Growth Investors Inc /mn buy last quarter?

In Q2 2026, Disciplined Growth Investors Inc /mn added Gitlab Inc (GTLB) (+263.7% shares), Monday Com Ltd (MNDY) (+212.8% shares) and Sps Comm Inc (SPSC) (+161.9% shares), compared with its Q1 2026 filing.

What did Disciplined Growth Investors Inc /mn sell last quarter?

In Q2 2026, Disciplined Growth Investors Inc /mn cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Geospace Technologies Corp Com (GEOS), cut from its top 50 Yeti Hldgs Inc (YETI), Microchip Technology Inc. (MCHP) (-61.6% shares), Semtech Corp (SMTC) (-56.7% shares) and Super Micro Computer Inc (SMCI) (-46.6% shares), compared with its Q1 2026 filing.

How has Disciplined Growth Investors Inc /mn's portfolio performed?

A portfolio copying Disciplined Growth Investors Inc /mn's 20 largest 13F holdings each quarter, from the day each filing was public, returned +37.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +38.4% against +20.1%. Over 5 years: +23.9% a year against +11.6%.

When is Disciplined Growth Investors Inc /mn's next 13F filing due?

13F filings are due 45 days after each quarter ends. Disciplined Growth Investors Inc /mn's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.