DISCIPLINED GROWTH INVESTORS INC /MN: 13F holdings
CIK 10504422026Q2
| Positions | 58 |
|---|---|
| Reported value | $5.9bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PLXS PLEXUS CORP COM | 1,440,935 | $433.2m | 7.3% |
| VSAT VIASAT INC COM | 4,741,812 | $425.9m | 7.2% |
| P EVERPURE INC CL A | 4,646,725 | $366.1m | 6.2% |
| GARMIN LTD SHS | 1,326,832 | $315.2m | 5.3% |
| ANET ARISTA NETWORKS INC COM SHS | 1,788,304 | $303.8m | 5.1% |
| CGNX COGNEX CORP COM | 4,139,715 | $299.8m | 5.1% |
| EXE EXPAND ENERGY CORPORATION COM | 2,346,927 | $214.0m | 3.6% |
| PRLB PROTO LABS INC COM | 2,380,514 | $194.0m | 3.3% |
| AKAM AKAMAI TECHNOLOGIES COM | 1,635,207 | $193.3m | 3.3% |
| DVN DEVON ENERGY CORP NEW COM | 4,219,415 | $174.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1050442")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.