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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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