Disciplined Growth Investors Inc Portfolio Holdings

Disciplined Growth Investors Inc

  • $4.36 Billion
  • Q2 2025

Disciplined Growth Investors Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.36 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pure Storage, Inc. with a value of $314M, Garmin LTD with a value of $296M, Chesapeake Energy Corp with a value of $225M, Plexus Corp with a value of $223M, and Inter Digital, Inc. with a value of $215M.

Examining the 13F form we can see an increase of $69.2M in the current position value, from $4.29B to 4.36B.

Disciplined Growth Investors Inc is based out at Minneapolis, MN

Below you can find more details about Disciplined Growth Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.36 Billion
Technology: $2.31 Billion
Industrials: $658 Million
Energy: $416 Million
Consumer Cyclical: $362 Million
Communication Services: $293 Million
Healthcare: $252 Million
Basic Materials: $41.3 Million
Consumer Defensive: $33.2 Million
Other: $236,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$314 Million 7.21% of portfolio
5,457,555
Q2 2025 Reduced 0.5%
$47.3B
$296 Million 6.79% of portfolio
1,419,365
Q2 2025 Added 0.37%
$10.4B
$225 Million 5.16% of portfolio
2,622,749
Q2 2025 Reduced 2.12%
$4.16B
$223 Million 5.11% of portfolio
1,646,511
Q2 2025 Reduced 0.29%
$10.9B
$215 Million 4.94% of portfolio
960,632
Q2 2025 Reduced 11.41%
$2.52B
$198 Million 4.53% of portfolio
3,491,824
Q2 2025 Added 3.02%
$36.1B
$184 Million 4.21% of portfolio
2,611,152
Q2 2025 Reduced 1.37%
$18B
$175 Million 4.02% of portfolio
6,910,582
Q2 2025 Reduced 0.5%
$14.4B
$167 Million 3.83% of portfolio
1,838,778
Q2 2025 Reduced 0.63%
$10.1B
$160 Million 3.67% of portfolio
844,987
Q2 2025 Added 0.93%
$8.03B
$151 Million 3.47% of portfolio
4,768,716
Q2 2025 Added 0.87%
$4.49B
$131 Million 3.0% of portfolio
2,894,536
Q2 2025 Added 4.17%
$18.3B
$121 Million 2.78% of portfolio
389,186
Q2 2025 Reduced 1.3%
$2.69B
$115 Million 2.64% of portfolio
2,060,826
Q2 2025 Reduced 0.76%
$4.2B
$114 Million 2.62% of portfolio
1,538,824
Q2 2025 Reduced 0.53%
$1.52B
$109 Million 2.5% of portfolio
2,722,011
Q2 2025 Added 1.92%
$12.3B
$91.7 Million 2.1% of portfolio
640,519
Q2 2025 Reduced 0.49%
$7.52B
$88.6 Million 2.03% of portfolio
1,166,279
Q2 2025 Reduced 1.27%
$2.73B
$85.3 Million 1.96% of portfolio
5,845,100
Q2 2025 Added 15.77%
$53.1B
$83.8 Million 1.92% of portfolio
340,860
Q2 2025 Reduced 0.84%
$182B
$82.8 Million 1.9% of portfolio
105,131
Q2 2025 Reduced 41.27%
$43.2B
$77.9 Million 1.79% of portfolio
320,810
Q2 2025 Reduced 0.61%
$372M
$68.7 Million 1.58% of portfolio
18,565,002
Q2 2025 Reduced 0.71%
$154B
$62.1 Million 1.42% of portfolio
114,204
Q2 2025 Reduced 15.19%
$5.62B
$59.2 Million 1.36% of portfolio
1,088,031
Q2 2025 Reduced 0.58%
$3.86B
$57.9 Million 1.33% of portfolio
425,126
Q2 2025 Added 187.97%
$1.05B
$44.3 Million 1.02% of portfolio
860,457
Q2 2025 Reduced 7.87%
$4.7B
$43.1 Million 0.99% of portfolio
309,783
Q2 2025 Reduced 0.27%
$7.41B
$41.3 Million 0.95% of portfolio
265,604
Q2 2025 Reduced 0.5%
$181M
$40.2 Million 0.92% of portfolio
8,049,058
Q2 2025 Reduced 0.64%
$4.34B
$39.8 Million 0.91% of portfolio
579,951
Q2 2025 Reduced 0.25%
$662M
$39.5 Million 0.91% of portfolio
1,982,486
Q2 2025 Reduced 0.1%
$898M
$36 Million 0.83% of portfolio
5,275,757
Q2 2025 Reduced 14.02%
$757M
$34.9 Million 0.8% of portfolio
3,173,351
Q2 2025 Added 60.14%
$13.7B
$34.3 Million 0.79% of portfolio
399,348
Q2 2025 Reduced 1.16%
$4.86B
$33.2 Million 0.76% of portfolio
716,703
Q2 2025 Reduced 0.63%
$1.78B
$30.4 Million 0.7% of portfolio
2,031,795
Q2 2025 Reduced 0.86%
$45.6B
$23 Million 0.53% of portfolio
158,082
Q2 2025 Reduced 2.3%
$360M
$22.6 Million 0.52% of portfolio
4,508,331
Q2 2025 Added 178.02%
$1.04B
$21.9 Million 0.5% of portfolio
1,400,778
Q2 2025 Added 30.41%
$163M
$15.6 Million 0.36% of portfolio
1,244,769
Q2 2025 Reduced 1.86%
$1.96B
$14.1 Million 0.32% of portfolio
639,837
Q2 2025 Reduced 2.03%
$685M
$13.6 Million 0.31% of portfolio
619,817
Q2 2025 Added 40.64%
$2.13B
$13 Million 0.3% of portfolio
396,998
Q2 2025 Reduced 0.85%
$1.26B
$11.1 Million 0.26% of portfolio
574,049
Q2 2025 Added 0.39%
$365M
$10.7 Million 0.24% of portfolio
1,890,920
Q2 2025 Added 0.83%
$461M
$5.93 Million 0.14% of portfolio
948,583
Q2 2025 Reduced 1.55%
$142M
$5.84 Million 0.13% of portfolio
447,240
Q2 2025 Reduced 0.67%
$1.26B
$4.39 Million 0.1% of portfolio
304,069
Q2 2025 Added 2.51%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $4.36 Billion
  • Prior Value $4.29 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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