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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$110 Million 2.56% of portfolio
178,996
Q1 2025 Reduced 7.84%
$3.14T
$295,000 0.01% of portfolio
1,332
Q1 2025 Reduced 9.02%
$3.36T
$254,000 0.01% of portfolio
679
Q4 2023 Reduced 30.86%

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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