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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01B
$93.6 Million 2.18% of portfolio
2,670,718
Q1 2025 Added 22.87%
$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%
$315M
$42 Million 0.98% of portfolio
4,733,692
Q1 2025 Added 85.16%
$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%
$890M
$31.8 Million 0.74% of portfolio
1,190,008
Q1 2025 Added 0.23%
$763M
$20.4 Million 0.48% of portfolio
1,074,105
Q1 2025 Added 117.87%
$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%
$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%
$454M
$9.55 Million 0.22% of portfolio
1,621,606
Q1 2025 Added 60.54%
$402M
$6.2 Million 0.14% of portfolio
202,953
Q1 2025 Reduced 11.6%
$1.18B
$5.26 Million 0.12% of portfolio
296,637
Q1 2025 Reduced 2.35%
$753M
$2.58 Million 0.06% of portfolio
339,864
Q1 2025 Reduced 2.32%

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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