Disciplined Growth Investors Inc Portfolio Holdings

Disciplined Growth Investors Inc

  • $4.29 Billion
  • Q1 2025

Disciplined Growth Investors Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.29 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Garmin LTD with a value of $307M, Pure Storage, Inc. with a value of $243M, Chesapeake Energy Corp with a value of $230M, Inter Digital, Inc. with a value of $224M, and Plexus Corp with a value of $212M.

Examining the 13F form we can see an decrease of $308M in the current position value, from $4.6B to 4.29B.

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 $4.29 Billion
Technology: $2.04 Billion
Industrials: $697 Million
Energy: $446 Million
Consumer Cyclical: $439 Million
Communication Services: $291 Million
Healthcare: $270 Million
Consumer Defensive: $65.6 Million
Basic Materials: $41.9 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.4B
$307 Million 7.15% of portfolio
1,414,152
Q1 2025 Reduced 0.41%
$16.6B
$243 Million 5.66% of portfolio
5,485,149
Q1 2025 Reduced 2.56%
$10.4B
$230 Million 5.35% of portfolio
2,679,629
Q1 2025 Reduced 2.1%
$6.3B
$224 Million 5.22% of portfolio
1,084,353
Q1 2025 Reduced 2.75%
$3.59B
$212 Million 4.93% of portfolio
1,651,311
Q1 2025 Reduced 1.54%
$19.5B
$201 Million 4.68% of portfolio
6,945,328
Q1 2025 Added 23.76%
$2.81B
$189 Million 4.39% of portfolio
3,389,343
Q1 2025 Added 15.22%
$14.4B
$168 Million 3.92% of portfolio
1,850,380
Q1 2025 Added 14.93%
$5.15B
$141 Million 3.29% of portfolio
4,727,789
Q1 2025 Added 24.2%
$13.3B
$133 Million 3.1% of portfolio
837,233
Q1 2025 Added 6.3%
$17B
$133 Million 3.1% of portfolio
394,315
Q1 2025 Reduced 0.45%
$31B
$128 Million 2.99% of portfolio
2,647,553
Q1 2025 Added 41.62%
$4.6B
$124 Million 2.89% of portfolio
1,546,961
Q1 2025 Added 1.19%
$5.08B
$115 Million 2.67% of portfolio
4,926,527
Q1 2025 Added 3.0%
$203B
$110 Million 2.56% of portfolio
178,996
Q1 2025 Reduced 7.84%
$2.85B
$105 Million 2.44% of portfolio
2,076,576
Q1 2025 Reduced 1.11%
$7.77B
$95.1 Million 2.21% of portfolio
1,181,256
Q1 2025 Reduced 1.26%
$1.01B
$93.6 Million 2.18% of portfolio
2,670,718
Q1 2025 Added 22.87%
$53.1B
$84.5 Million 1.97% of portfolio
343,756
Q1 2025 Reduced 3.39%
$7.89B
$81.5 Million 1.9% of portfolio
643,667
Q1 2025 Added 56.73%
$37.5B
$66.9 Million 1.56% of portfolio
322,794
Q1 2025 Reduced 1.95%
$191B
$66.7 Million 1.55% of portfolio
134,657
Q1 2025 Reduced 44.73%
$6.28B
$63.6 Million 1.48% of portfolio
1,094,363
Q1 2025 Added 188.57%
$1.2B
$62.1 Million 1.45% of portfolio
934,007
Q1 2025 Added 0.4%
$356M
$60.8 Million 1.42% of portfolio
18,697,233
Q1 2025 Added 13.25%
$691M
$52.6 Million 1.23% of portfolio
5,048,751
Q1 2025 Added 28.19%
$3.72B
$48 Million 1.12% of portfolio
618,116
Q1 2025 Reduced 3.74%
$4.92B
$46.7 Million 1.09% of portfolio
310,617
Q1 2025 Reduced 5.14%
$315M
$42 Million 0.98% of portfolio
4,733,692
Q1 2025 Added 85.16%
$6.66B
$41.9 Million 0.98% of portfolio
266,935
Q1 2025 New
$181M
$40.4 Million 0.94% of portfolio
8,100,937
Q1 2025 Reduced 3.42%
$2.16B
$39.9 Million 0.93% of portfolio
474,788
Q1 2025 Added 9.01%
$1.26B
$38.4 Million 0.89% of portfolio
6,136,209
Q1 2025 Added 2.73%
$1.09B
$37.9 Million 0.88% of portfolio
1,984,559
Q1 2025 Reduced 1.45%
$3.24B
$36.7 Million 0.86% of portfolio
581,394
Q1 2025 Added 4.55%
$14.1B
$33.7 Million 0.79% of portfolio
404,026
Q1 2025 Reduced 3.28%
$890M
$31.8 Million 0.74% of portfolio
1,190,008
Q1 2025 Added 0.23%
$2.15B
$27.4 Million 0.64% of portfolio
2,049,356
Q1 2025 Added 72.13%
$2.73B
$25.7 Million 0.6% of portfolio
721,264
Q1 2025 New
$56.3B
$25 Million 0.58% of portfolio
161,799
Q1 2025 Reduced 3.22%
$763M
$20.4 Million 0.48% of portfolio
1,074,105
Q1 2025 Added 117.87%
$61.2B
$20.6 Million 0.48% of portfolio
100,217
Q1 2025 Reduced 82.82%
$5.15B
$19.6 Million 0.46% of portfolio
147,627
Q1 2025 Reduced 4.63%
$163M
$15.9 Million 0.37% of portfolio
1,268,330
Q1 2025 Reduced 11.03%
$603M
$15.6 Million 0.36% of portfolio
1,981,603
Q1 2025 Added 26.18%
$1.89B
$14.6 Million 0.34% of portfolio
653,070
Q1 2025 Reduced 1.05%
$2.13B
$13.1 Million 0.3% of portfolio
400,386
Q1 2025 Added 106.72%
$444M
$11.3 Million 0.26% of portfolio
440,719
Q1 2025 Reduced 1.61%
$1.23B
$10.9 Million 0.25% of portfolio
571,822
Q1 2025 Added 55.91%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $4.29 Billion
  • Prior Value $4.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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