Loading…
CIK 0001050442 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("disciplined-growth-investors-inc-mn","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES COM | CS | $146.7M | 2.8%Prev: 3.9% | 1,838,778 SH | Decreased+179,986 SH |
| ALARM COM HLDGS INC COM | CS | $197.5M | 3.8%Prev: 2.9% | 3,491,824 SH | Increased+222,838 SH |
| ALIGN TECHNOLOGY INC | CS | $160.0M | 3.1%Prev: 2.7% | 844,987 SH | Increased+69,161 SH |
| APPLE INC COM | CS | $474K | 0.0%Prev: 0.0% | 2,312 SH | Increased+1,320 SH |
| ARISTA NETWORKS INC COM SHS | CS | $207.8M | 4.0%Prev: 4.6% | 2,031,563 SH | Decreased+220,570 SH |
| AUTODESK INC COM | CS | $105.5M | 2.0%Prev: 1.5% | 340,860 SH | Increased+39,103 SH |
| AXOGEN INC COM | CS | $1.8M | 0.0%Prev: 0.1% | 165,657 SH | Decreased-30,908 SH |
| BANK AMERICA CORP COM | CS | $237K | 0.0% | 5,000 SH | New |
| BROADCOM INC COM | CS | $298K | 0.0% | 1,080 SH | New |
| CANTALOUPE INC COM | CS | $34.9M | 0.7% | 3,173,351 SH | New |
| CELSIUS HLDGS INC COM NEW | CS | $33.2M | 0.6%Prev: 1.0% | 716,703 SH | Decreased-720,948 SH |
| CEVA INC COM | CS | $13.6M | 0.3%Prev: 0.2% | 619,817 SH | Increased+169,333 SH |
| COGNEX CORP COM | CS | $151.3M | 2.9%Prev: 4.3% | 4,768,716 SH | Decreased+446,641 SH |
| CORE LABORATORIES INC | CS | $62.7M | 1.2%Prev: 1.7% | 5,440,884 SH | Decreased+503,769 SH |
| COTERRA ENERGY INC COM | CS | $175.4M | 3.4%Prev: 4.6% | 6,910,582 SH | Decreased+515,484 SH |
| DOLBY LABORATORIES INC COM CL | CS | $114.3M | 2.2%Prev: 1.6% | 1,538,824 SH | Increased+271,041 SH |
| DOUBLEVERIFY HLDGS INC COM | CS | $30.4M | 0.6%Prev: 0.8% | 2,031,795 SH | Decreased-1,876,306 SH |
| EGAIN CORP COM NEW | CS | $5.9M | 0.1%Prev: 0.1% | 948,583 SH | Decreased+36,234 SH |
| EXPAND ENERGY CORPORATION COM | CS | $306.7M | 5.9%Prev: 5.3% | 2,622,749 SH | Increased+249,447 SH |
| FLOOR & DECOR HLDGS INC CL A | CS | $88.6M | 1.7%Prev: 1.1% | 1,166,279 SH | Increased+74,438 SH |
| FOX FACTORY HLDG CORP COM | CS | $3.5M | 0.1% | 136,277 SH | New |
| GARMIN LTD SHS | CS | $296.2M | 5.7%Prev: 6.3% | 1,419,365 SH | Decreased+87,924 SH |
| GENERAC HLDGS INC COM | CS | $91.7M | 1.8%Prev: 2.3% | 640,519 SH | Decreased+59,591 SH |
| GENTEX CORP COM | CS | $108.2M | 2.1%Prev: 2.0% | 4,922,641 SH | Increased+402,933 SH |
| GEOSPACE TECHNOLOGIES CORP COM | CS | $17.8M | 0.3%Prev: 0.3% | 1,244,769 SH | Increased+143,343 SH |
| GRACO INC COM | CS | $34.3M | 0.7%Prev: 0.6% | 399,348 SH | Increased+71,947 SH |
| INMODE LTD SHS | CS | $4.4M | 0.1%Prev: 0.1% | 304,069 SH | Increased+37,592 SH |
| INTERDIGITAL INC COM | CS | $215.4M | 4.1%Prev: 3.4% | 960,632 SH | Increased+403,844 SH |
| INTUIT COM | CS | $82.8M | 1.6%Prev: 0.8% | 105,131 SH | Increased+18,005 SH |
| INTUITIVE SURGICAL INC | CS | $62.1M | 1.2%Prev: 1.0% | 114,204 SH | Increased+7,243 SH |
| IPG PHOTONICS CORP COM | CS | $39.8M | 0.8%Prev: 1.2% | 579,951 SH | Decreased+51,214 SH |
| KORNIT DIGITAL LTD SHS | CS | $39.5M | 0.8%Prev: 0.9% | 1,982,486 SH | Decreased-1,016,184 SH |
| LANDSTAR SYS INC COM | CS | $43.1M | 0.8% | 309,783 SH | New |
| LGI HOMES INC COM | CS | $44.3M | 0.8%Prev: 0.6% | 860,457 SH | Increased+138,856 SH |
| MATERIALISE NV SPONSORED ADS | CS | $10.7M | 0.2%Prev: 0.1% | 1,890,920 SH | Increased+755,533 SH |
| MICROCHIP TECHNOLOGY INC. COM | CS | $183.7M | 3.5%Prev: 1.6% | 2,611,152 SH | Increased+1,365,330 SH |
| MICROSOFT CORP COM | CS | $338K | 0.0% | 679 SH | New |
| MILLERKNOLL INC COM | CS | $11.1M | 0.2%Prev: 0.1% | 574,049 SH | Increased+75,499 SH |
| MIMEDX GROUP INC COM | CS | $2.2M | 0.0%Prev: 0.1% | 361,249 SH | Decreased-277,817 SH |
| MYRIAD GENETICS INC COM | CS | $4.0M | 0.1% | 753,956 SH | New |
| PAYCHEX INC COM | CS | $23.0M | 0.4%Prev: 0.3% | 158,082 SH | Increased+15,082 SH |
| PLEXUS CORP COM | CS | $222.8M | 4.3%Prev: 6.2% | 1,646,511 SH | Decreased+151,892 SH |
| POWER INTEGRATIONS INC COM | CS | $115.2M | 2.2%Prev: 2.1% | 2,060,826 SH | Increased+101,654 SH |
| POWERFLEET INC | CS | $34.7M | 0.7%Prev: 0.5% | 8,049,058 SH | Increased+732,886 SH |
| PROGYNY INC COM | CS | $14.1M | 0.3%Prev: 0.2% | 639,837 SH | Increased+65,271 SH |
| PROS HOLDINGS INC COM | CS | $21.9M | 0.4% | 1,400,778 SH | New |
| PROTO LABS INC COM | CS | $109.0M | 2.1%Prev: 2.9% | 2,722,011 SH | Decreased+224,656 SH |
| PURE STORAGE INC CL A | CS | $314.2M | 6.0% | 5,457,555 SH | New |
| SEMTECH CORP COM | CS | $130.7M | 2.5%Prev: 3.5% | 2,894,536 SH | Decreased+687,788 SH |
| SHARKNINJA INC COM SHS | CS | $46.0M | 0.9%Prev: 0.9% | 465,178 SH | Increased+37,749 SH |
| SIMPSON MFG INC COM | CS | $41.3M | 0.8%Prev: 0.8% | 265,604 SH | Decreased+24,039 SH |
| SNAP ON INC COM | CS | $121.1M | 2.3%Prev: 2.3% | 389,186 SH | Increased+81,338 SH |
| SOUNDTHINKING INC COM | CS | $5.8M | 0.1%Prev: 0.0% | 447,240 SH | Increased+250,772 SH |
| SPS COMM INC COM | CS | $57.9M | 1.1%Prev: 0.9% | 425,126 SH | Increased-385,812 SH |
| STITCH FIX INC COM CL A | CS | $68.7M | 1.3%Prev: 1.3% | 18,565,002 SH | Increased-173,178 SH |
| STONERIDGE INC COM | CS | $1.6M | 0.0%Prev: 0.0% | 223,177 SH | Increased+26,090 SH |
| SUPER MICRO COMPUTER INC COM N | CS | $476.9M | 9.1%Prev: 2.3% | 9,730,773 SH | Increased+4,743,614 SH |
| SURMODICS INC COM | CS | $3.0M | 0.1% | 100,620 SH | New |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $77.9M | 1.5%Prev: 1.2% | 320,810 SH | Increased+30,584 SH |
| TREX CO INC COM | CS | $59.2M | 1.1%Prev: 0.5% | 1,088,031 SH | Increased+409,674 SH |
| UNDER ARMOUR INC CL A | CS | $36.0M | 0.7% | 5,275,757 SH | New |
| VERINT SYS INC COM | CS | $7.8M | 0.1% | 396,998 SH | New |
| VIASAT INC COM | CS | $85.3M | 1.6%Prev: 5.3% | 5,845,100 SH | Decreased+184,412 SH |
| ZIPRECRUITER INC CL A | CS | $22.6M | 0.4%Prev: 0.2% | 4,508,331 SH | Increased+291,730 SH |
| 13F-HR |
| 0001050442-26-000021 |
| $5.91B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001050442-25-000021 | $5.23B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001050442-26-000011 | $4.89B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001050442-25-000009 | $4.83B | View |