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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31B
$109 Million 2.5% of portfolio
2,722,011
Q2 2025 Added 1.92%
$1.95B
$85.3 Million 1.96% of portfolio
5,845,100
Q2 2025 Added 15.77%
$413M
$68.7 Million 1.58% of portfolio
18,565,002
Q2 2025 Reduced 0.71%
$1.43B
$44.3 Million 1.02% of portfolio
860,457
Q2 2025 Reduced 7.87%
$756M
$39.5 Million 0.91% of portfolio
1,982,486
Q2 2025 Reduced 0.1%
$949M
$36 Million 0.83% of portfolio
5,275,757
Q2 2025 Reduced 14.02%
$781M
$34.9 Million 0.8% of portfolio
3,173,351
Q2 2025 Added 60.14%
$322M
$22.6 Million 0.52% of portfolio
4,508,331
Q2 2025 Added 178.02%
$649M
$21.9 Million 0.5% of portfolio
1,400,778
Q2 2025 Added 30.41%
$548M
$13.6 Million 0.31% of portfolio
619,817
Q2 2025 Added 40.64%
$1.58B
$11.1 Million 0.26% of portfolio
574,049
Q2 2025 Added 0.39%
$302M
$10.7 Million 0.24% of portfolio
1,890,920
Q2 2025 Added 0.83%
$1.18B
$4.39 Million 0.1% of portfolio
304,069
Q2 2025 Added 2.51%
$486M
$4 Million 0.09% of portfolio
753,956
Q2 2025 Reduced 84.07%
$1.21B
$3.54 Million 0.08% of portfolio
136,277
Q2 2025 Reduced 0.7%
$531M
$2.99 Million 0.07% of portfolio
100,620
Q2 2025 Reduced 50.42%
$599M
$1.8 Million 0.04% of portfolio
165,657
Q2 2025 New

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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