DISCIPLINED GROWTH INVESTORS INC /MN
CIK 1050442
13F filing for Q2 2026・No. 807
- Holdings
- US$5.91B
- Quarter change
- +US$1.02B
- Entries
- 58
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
58 stocks worth US$5.91B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PLXSPLEXUS CORP COMCS | — | 1,440,935 | US$433.25M | 7.34% |
| VSATVIASAT INC COMCS | — | 4,741,812 | US$425.86M | 7.21% |
| PEVERPURE INC CL ACS | — | 4,646,725 | US$366.12M | 6.20% |
| GRMNGARMIN LTD SHSCS | — | 1,326,832 | US$315.18M | 5.34% |
| ANETARISTA NETWORKS INC COM SHSCS | — | 1,788,304 | US$303.8M | 5.14% |
| CGNXCOGNEX CORP COMCS | — | 4,139,715 | US$299.8M | 5.08% |
| EXEEXPAND ENERGY CORPORATION COMCS | — | 2,346,927 | US$214.02M | 3.62% |
| PRLBPROTO LABS INC COMCS | — | 2,380,514 | US$194.04M | 3.29% |
| AKAMAKAMAI TECHNOLOGIES COMCS | — | 1,635,207 | US$193.3M | 3.27% |
| DVNDEVON ENERGY CORP NEW COMCS | — | 4,219,415 | US$174.35M | 2.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.