Latest imported 13F data

DISCIPLINED GROWTH INVESTORS INC /MN

•CIK: 1050442•Filing: Q4 2025

DISCIPLINED GROWTH INVESTORS INC, with $5.2B in AUM, is known for its value-oriented approach, focusing on undervalued growth stocks. Recently, the fund has made notable moves by adding IT and AXGN, while significantly cutting its position in YETI, reflecting a strategic shift towards tech and biotech sectors.

Total AUM
$5.2B
QoQ Performance
-5.3%
Positions
61
Top 10 Concentration
46.8%
Latest Filing
Q4 2025

Top Holdings Allocation

PSTG
GRMN
SMCI
EXE
PSTG6.3%
GRMN5.4%
SMCI5.4%
EXE5.4%
ANET4.9%
PLXS4.5%
SMTC4.0%
VSAT3.9%

📈 Biggest Buys

IT
GARTNER INC COM
+312.0%
1.7% of portfolio
CELH
CELSIUS HLDGS INC COM NEW
+121.6%
1.3% of portfolio
KRNT
KORNIT DIGITAL LTD SHS
+65.1%
0.8% of portfolio
MNDY
MONDAY LTD
NEW
0.2% of portfolio
SFIX
STITCH FIX INC COM CL A
+11.2%
2.0% of portfolio

📉 Biggest Sells

IDCC
INTERDIGITAL INC COM
-23.0%
3.7% of portfolio
YETI
YETI HLDGS INC COM
-82.8%
0.1% of portfolio
PSTG
PURE STORAGE INC CL A
-5.1%
6.3% of portfolio
CLB
CORE LABORATORIES INC
-13.4%
1.6% of portfolio
ZETA
ZETA GLOBAL HOLDINGS CORP CL A
-10.0%
2.1% of portfolio

Sector Breakdown

Other98.8%
Technology1.2%

🚪 Exited Positionssold since Q3 2025

PB
PROS HOLDINGS INC COM
SOLD
$11.5M
CTLP
CANTALOUPE INC COM
SOLD
$4.9M
FOXF
FOX FACTORY HLDG CORP COM
SOLD
$3.1M
VTY
VERINT SYS INC COM
SOLD
$2.9M

Changes from Q3 2025

NEW1 new position
↑46 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

PSTG6.3%
PURE STORAGE INC CL A
$328.2M
GRMN5.4%
GARMIN LTD SHS
$283.9M
SMCI5.4%
SUPER MICRO COMPUTER INC COM N
$282.1M
EXE5.4%
EXPAND ENERGY CORPORATION COM
$281.4M
ANET4.9%
ARISTA NETWORKS INC COM SHS
$255.4M

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