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DISCIPLINED GROWTH INVESTORS INC /MN 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DISCIPLINED GROWTH INVESTORS INC /MN
报告期 2026-03-31 · CIK 0001050442
持仓数
61
前50大市值合计
$4.84B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
—
GARMIN LTD SHS
CS
$308.9M
1,331,441
6.4%
PLXS
PLEXUS CORP COM
CS
$302.7M
1,494,619
6.3%
PSTG
EVERPURE INC CL A
CS
$275.5M
4,666,777
5.7%
EXE
EXPAND ENERGY CORPORATION COM
CS
$260.5M
2,373,302
5.4%
VSAT
VIASAT INC COM
CS
$259.3M
5,660,688
5.4%
CTRA
COTERRA ENERGY INC COM
CS
$224.7M
6,395,098
4.6%
ANET
ARISTA NETWORKS INC COM SHS
CS
$222.4M
1,810,993
4.6%
CGNX
COGNEX CORP COM
CS
$211.7M
4,322,075
4.4%
AKAM
AKAMAI TECHNOLOGIES COM
CS
$190.5M
1,658,792
3.9%
SMTC
SEMTECH CORP COM
CS
$169.7M
2,206,748
3.5%
IDCC
INTERDIGITAL INC COM
CS
$168.1M
556,788
3.5%
PRLB
PROTO LABS INC COM
CS
$142.4M
2,497,355
2.9%
ALRM
ALARM COM HLDGS INC COM
CS
$141.2M
3,268,986
2.9%
ALGN
ALIGN TECHNOLOGY INC
CS
$133.0M
775,826
2.7%
SMCI
SUPER MICRO COMPUTER INC COM N
CS
$113.6M
4,987,159
2.3%
GNRC
GENERAC HLDGS INC COM
CS
$113.5M
580,928
2.3%
SNA
SNAP ON INC COM
CS
$111.8M
307,848
2.3%
POWI
POWER INTEGRATIONS INC COM
CS
$100.3M
1,959,172
2.1%
GNTX
GENTEX CORP COM
CS
$98.8M
4,519,708
2.0%
ZETA
ZETA GLOBAL HOLDINGS CORP CL A
CS
$98.0M
6,153,472
2.0%
CLB
CORE LABORATORIES INC
CS
$82.9M
4,937,115
1.7%
MCHP
MICROCHIP TECHNOLOGY INC. COM
CS
$80.5M
1,245,822
1.7%
DLB
DOLBY LABORATORIES INC COM CL
CS
$76.1M
1,267,783
1.6%
ADSK
AUTODESK INC COM
CS
$72.2M
301,757
1.5%
SFIX
STITCH FIX INC COM CL A
CS
$62.0M
18,738,180
1.3%
IPGP
IPG PHOTONICS CORP COM
CS
$60.6M
528,737
1.3%
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
CS
$57.3M
290,226
1.2%
FND
FLOOR & DECOR HLDGS INC CL A
CS
$55.5M
1,091,841
1.1%
IT
GARTNER INC COM
CS
$53.7M
338,893
1.1%
CELH
CELSIUS HLDGS INC COM NEW
CS
$51.0M
1,437,651
1.1%
ISRG
INTUITIVE SURGICAL INC
CS
$49.3M
106,961
1.0%
—
SHARKNINJA INC COM SHS
CS
$45.3M
427,429
0.9%
SPSC
SPS COMM INC COM
CS
$45.1M
810,938
0.9%
—
KORNIT DIGITAL LTD SHS
CS
$44.0M
2,998,670
0.9%
SSD
SIMPSON MFG INC COM
CS
$41.5M
241,565
0.9%
INTU
INTUIT COM
CS
$37.7M
87,126
0.8%
DV
DOUBLEVERIFY HLDGS INC COM
CS
$37.1M
3,908,101
0.8%
LGIH
LGI HOMES INC COM
CS
$28.5M
721,601
0.6%
—
MONDAY.COM LTD
CS
$27.9M
403,888
0.6%
GGG
GRACO INC COM
CS
$27.7M
327,401
0.6%
TREX
TREX CO INC COM
CS
$24.7M
678,357
0.5%
DT
DYNATRACE INC NEW
CS
$24.4M
658,723
0.5%
AIOT
POWERFLEET INC
CS
$22.5M
7,316,172
0.5%
GTLB
GITLAB, INC
CS
$19.7M
909,547
0.4%
GEOS
GEOSPACE TECHNOLOGIES CORP COM
CS
$13.4M
1,101,426
0.3%
PAYX
PAYCHEX INC COM
CS
$13.2M
143,000
0.3%
YETI
YETI HLDGS INC COM
CS
$10.8M
293,840
0.2%
WEAV
WEAVE COMMUNICATIONS INC COM
CS
$10.5M
2,276,381
0.2%
PGNY
PROGYNY INC COM
CS
$9.8M
574,566
0.2%
CEVA
CEVA INC COM
CS
$8.4M
450,484
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
34%
前 6 大占比
GARMIN LTD SHS
6.4%
PLXS
6.3%
PSTG
5.7%
EXE
5.4%
VSAT
5.4%
CTRA
4.6%
其他
66.3%
