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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
$4.84B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 66 项
建仓 1
增持 15
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SFIX
STITCH FIX INC COM CL A
-$50.3M
2,456,678
-0%
增持
MCHP
MICROCHIP TECHNOLOGY INC COM
+$49.3M
831,730
+59%
减持
—
PLANTRONICS INC NEW COM
-$44.8M
2,610,185
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VSAT
VIASAT INC COM
+$39.5M
2,869,070
+21%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$36.6M
2,078,618
-1%
减持
—
STAMPS COM INC COM NEW
-$32.2M
454,255
-50%
减持
POWI
POWER INTEGRATIONS INC COM
+$27.8M
1,790,805
-2%
减持
PSTG
PURE STORAGE INC CL A
+$27.1M
5,066,813
-1%
增持
CTRA
COTERRA ENERGY INC
+$24.4M
5,642,441
+0%
减持
AKAM
AKAMAI TECHNOLOGIES COM
-$22.1M
1,579,932
-2%
建仓
TTWO
TAKE-TWO INTERACTIVE
+$20.0M
129,771
减持
ADSK
AUTODESK INC COM
-$19.3M
456,499
-11%
减持
MIDD
MIDDLEBY CORP COM
-$18.6M
357,827
-22%
减持
TREX
TREX CO INC COM
-$18.0M
445,597
-28%
减持
ALGN
ALIGN TECHNOLOGY INC
+$17.9M
422,977
-2%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$17.9M
1,472,070
-2%
清仓
MANH
MANHATTAN ASSOCS INC COM
-$17.2M
0
-100%
减持
—
NORDSTROM INC COM
-$16.2M
1,454,591
-3%
增持
—
CARA THERAPEUTICS INC COM
+$16.2M
1,669,089
+147%
清仓
FDS
FACTSET RESH SYS INC COM
-$14.3M
0
-100%
减持
SPSC
SPS COMM INC COM
+$12.5M
206,714
-1%
减持
IPGP
IPG PHOTONICS CORP COM
-$11.7M
202,729
-2%
减持
DLX
DELUXE CORP COM
-$10.5M
840,979
-1%
增持
PRLB
PROTO LABS INC COM
-$10.4M
1,182,213
+22%
减持
THRM
GENTHERM INC COM
+$10.2M
1,183,505
-2%
减持
—
GARMIN LTD SHS
+$9.9M
1,279,358
-2%
减持
ALRM
ALARM COM HLDGS INC COM
-$9.5M
1,177,330
-2%
减持
OTEX
OPEN TEXT CORP COM
-$7.7M
2,272,598
-3%
增持
DLTH
DULUTH HLDGS INC COM CL B
-$7.2M
1,031,985
+0%
减持
JBLU
JETBLUE AWYS CORP COM
-$7.0M
3,983,481
-2%
减持
CGNX
COGNEX CORP COM
-$6.8M
1,145,569
-2%
增持
—
SUPER MICRO COMPUTER INC COM
+$6.3M
4,461,160
+0%
减持
—
ARISTA NETWORKS INC COM
-$5.9M
194,134
-3%
减持
UAA
UNDER ARMOUR INC CL A
-$5.6M
3,897,824
-2%
增持
LGIH
LGI HOMES INC COM
-$5.5M
277,137
+0%
减持
PLXS
PLEXUS CORP COM
-$5.3M
2,195,197
-0%
减持
GGG
GRACO INC COM
-$5.1M
676,313
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$5.1M
112,368
-3%
增持
STRA
STRATEGIC EDUCATION INC
-$4.9M
899,010
+0%
减持
TJX
TJX COS INC NEW COM
-$4.2M
1,650,131
-2%
减持
GNTX
GENTEX CORP COM
-$4.2M
4,786,792
-2%
增持
—
CORE LABORATORIES N V COM
-$3.7M
481,675
+10%
增持
MYGN
MYRIAD GENETICS INC COM
+$3.4M
1,885,032
+0%
增持
—
SOUTHWESTERN ENERGY CO COM
-$3.4M
27,258,590
+0%
减持
SNA
SNAP ON INC COM
-$3.1M
202,556
-0%
减持
CEVA
CEVA INC COM
-$2.2M
430,476
-1%
减持
MDXG
MIMEDX GROUP
-$2.2M
330,789
-0%
增持
MSM
MSC INDL DIRECT INC CL A
-$2.1M
323,221
+3%
减持
LSTR
LANDSTAR SYS INC COM
-$2.1M
513,803
-2%
减持
OSPN
ONESPAN INC COM
-$1.8M
162,112
-15%
减持
—
KORNIT DIGITAL LTD SHS
+$1.8M
101,153
-2%
减持
PAYX
PAYCHEX INC COM
+$1.7M
662,830
-2%
增持
IDCC
INTERDIGITAL INC
+$1.6M
787,526
+11%
减持
INTU
INTUIT COM
-$1.6M
345,844
-10%
减持
—
IHS MARKIT LTD SHS
+$1.4M
420,553
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$1.4M
878,531
-2%
增持
—
CHANNELADVISOR CORP
+$748.0K
1,021,378
+0%
减持
—
NUVASIVE INC COM
-$518.0K
35,374
-9%
减持
CFR
CULLEN FROST BANKERS INC
+$222.0K
109,678
-4%
清仓
IWM
ISHARES TR RUSSELL 2000
-$213.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP NEW COM
-$211.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW COM
-$204.0K
0
-100%
减持
EMR
EMERSON ELEC CO COM
-$101.0K
2,300
-30%
减持
MSFT
MICROSOFT CORP COM
+$10.0K
1,110
-1%
减持
JPM
JPMORGAN CHASE & CO COM
-$6.0K
1,953
-7%
减持
AAPL
APPLE INC COM
+$2.0K
3,145
-3%
