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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 101 项
建仓 26
增持 16
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
—
STAMPS COM INC COM NEW
-$149.8M
0
-100%
增持
SNA
SNAP ON INC COM
+$46.7M
413,215
+104%
减持
MIDD
MIDDLEBY CORP COM
-$44.4M
84,287
-76%
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
—
ARISTA NETWORKS INC COM
+$43.3M
765,616
+294%
增持
SFIX
STITCH FIX INC COM CL A
-$42.9M
2,918,019
+19%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$35.5M
2,073,336
-0%
减持
PSTG
PURE STORAGE INC CL A
+$34.7M
4,983,094
-2%
减持
—
SUPER MICRO COMPUTER INC COM
+$31.8M
4,434,753
-1%
增持
LGIH
LGI HOMES INC COM
+$31.0M
455,061
+64%
减持
VSAT
VIASAT INC COM
-$30.8M
2,856,120
-0%
减持
INTU
INTUIT COM
+$28.7M
334,641
-3%
减持
—
SOUTHWESTERN ENERGY CO COM
-$25.2M
26,992,101
-1%
增持
—
GARMIN LTD SHS
-$24.5M
1,280,334
+0%
减持
AKAM
AKAMAI TECHNOLOGIES COM
+$18.3M
1,568,439
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC COM
+$16.9M
1,660,316
+100%
减持
CTRA
COTERRA ENERGY INC
-$16.3M
5,606,249
-1%
减持
PAYX
PAYCHEX INC COM
+$14.5M
652,242
-2%
增持
PLXS
PLEXUS CORP COM
+$14.5M
2,197,612
+0%
减持
STRA
STRATEGIC EDUCATION INC
-$14.2M
849,837
-5%
减持
TJX
TJX COS INC NEW COM
+$13.6M
1,612,606
-2%
减持
TREX
TREX CO INC COM
+$13.5M
436,682
-2%
增持
PRLB
PROTO LABS INC COM
+$13.3M
1,791,933
+52%
清仓
CFR
CULLEN FROST BANKERS INC
-$13.0M
0
-100%
减持
POWI
POWER INTEGRATIONS INC COM
-$12.5M
1,773,711
-1%
减持
ALGN
ALIGN TECHNOLOGY INC
-$12.0M
410,090
-3%
减持
—
ROYAL CARIBBEAN GROUP
-$10.8M
875,240
-0%
减持
DLB
DOLBY LABORATORIES INC COM CL
+$10.5M
1,471,050
-0%
减持
MYGN
MYRIAD GENETICS INC COM
-$9.9M
1,846,490
-2%
减持
LSTR
LANDSTAR SYS INC COM
+$9.4M
505,647
-2%
减持
—
PLANTRONICS INC NEW COM
+$8.0M
2,561,254
-2%
减持
ALRM
ALARM COM HLDGS INC COM
+$7.3M
1,171,959
-0%
减持
GNTX
GENTEX CORP COM
+$6.8M
4,724,176
-1%
减持
GGG
GRACO INC COM
+$6.1M
663,143
-2%
减持
—
CARA THERAPEUTICS INC COM
-$5.6M
1,656,861
-1%
建仓
—
PING IDENTITY HOLDING
+$5.5M
239,738
减持
—
IHS MARKIT LTD SHS
+$5.3M
408,846
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.2M
325,509
+190%
减持
THRM
GENTHERM INC COM
+$5.1M
1,161,346
-2%
减持
—
IROBOT CORP COM
-$4.6M
340,124
-1%
增持
—
CORE LABORATORIES N V COM
+$4.6M
805,546
+67%
减持
SPSC
SPS COMM INC COM
-$4.5M
202,516
-2%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$4.5M
1,492,912
-1%
减持
CGNX
COGNEX CORP COM
-$4.4M
1,125,184
-2%
减持
ADSK
AUTODESK INC COM
-$4.2M
448,148
-2%
减持
—
REDHILL BIOPHARMA LTD SPONSORE
-$4.1M
1,935,589
-2%
减持
DLX
DELUXE CORP COM
-$3.6M
827,491
-2%
减持
CHRS
COHERUS BIOSCIENCES INC COM
-$3.5M
236,066
-48%
减持
UAA
UNDER ARMOUR INC CL A
+$3.5M
3,877,284
-1%
减持
OTEX
OPEN TEXT CORP COM
-$3.5M
2,259,340
-1%
减持
—
SURMODICS INC
-$3.4M
399,979
-2%
清仓
OSPN
ONESPAN INC COM
-$3.0M
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE
+$2.9M
128,930
-1%
增持
IPGP
IPG PHOTONICS CORP COM
+$2.9M
203,188
+0%
增持
—
NORDSTROM INC COM
-$2.6M
1,587,876
+9%
减持
SRI
STONERIDGE INC COM
-$2.5M
271,810
-30%
减持
—
BOTTOMLINE TECHNOLOGIES DELINC
+$2.5M
155,698
-3%
减持
IDCC
INTERDIGITAL INC
+$2.3M
778,258
-1%
增持
JBLU
JETBLUE AWYS CORP COM
-$1.9M
4,144,027
+4%
减持
—
CHANNELADVISOR CORP
-$1.4M
987,242
-3%
减持
DLTH
DULUTH HLDGS INC COM CL B
+$1.3M
1,013,524
-2%
减持
ZUMZ
ZUMIEZ INC COM
+$1.3M
182,565
-3%
减持
MSM
MSC INDL DIRECT INC CL A
+$1.1M
321,874
-0%
增持
MLKN
MILLERKNOLL INC
+$1.1M
310,274
+6%
增持
MSFT
MICROSOFT CORP COM
+$1.1M
4,176
+276%
减持
—
STRATASYS LTD SHS
-$876.0K
62,668
-44%
减持
—
FLOTEK INDUSTRIES INC
-$857.0K
788,801
-43%
增持
AAPL
APPLE INC COM
+$786.0K
6,932
+120%
建仓
—
AON PLC SHS CL A
+$687.0K
2,285
减持
—
KORNIT DIGITAL LTD SHS
+$681.0K
100,637
-1%
减持
—
CASA SYS INC COM
-$660.0K
476,740
-4%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$575.0K
8,669
建仓
—
CHUBB LIMITED COM
+$570.0K
2,948
建仓
SNAP
SNAP INC CL A
+$551.0K
11,715
建仓
ICE
INTERCONTINENTAL EXCHANGE INC
+$531.0K
3,884
建仓
FISV
FISERV INC COM
+$502.0K
4,833
建仓
—
BERRY GLOBAL GROUP INC COM
+$486.0K
6,582
建仓
QSR
RESTAURANT BRANDS INTL INC COM
+$463.0K
7,624
建仓
—
VMWARE INC CL A COM
+$448.0K
3,862
建仓
CMCSA
COMCAST CORP NEW CL A
+$443.0K
8,792
建仓
OKTA
OKTA INC
+$425.0K
1,896
建仓
—
CDK GLOBAL INC COM
+$424.0K
10,150
建仓
NVO
NOVO NORDISK A/S ADR-EACH CNV
+$373.0K
3,334
建仓
VO
VANGUARD INDEX FDS MID CAP ETF
+$373.0K
1,464
建仓
FIS
FIDELITY NATL INFORMATION SVCS
+$370.0K
3,388
建仓
TAP
MOLSON COORS BEVERAGE CO CL B
+$321.0K
6,932
减持
—
PROS HOLDINGS INC COM
-$308.0K
144,521
-3%
建仓
PROSY
PROSUS N V SPONSORED ADR
+$304.0K
18,197
建仓
PLD
PROLOGIS INC. COM
+$303.0K
1,797
建仓
FCX
FREEPORT-MCMORAN INC
+$273.0K
6,540
减持
—
NUVASIVE INC COM
-$262.0K
35,345
-0%
减持
CEVA
CEVA INC COM
-$246.0K
419,099
-3%
建仓
—
WORKDAY INC
+$242.0K
886
建仓
—
MEDTRONIC PLC SHS
+$239.0K
2,313
建仓
CVX
CHEVRON CORP NEW COM
+$229.0K
1,950
建仓
IWM
ISHARES TR RUSSELL 2000
+$206.0K
927
建仓
CCK
CROWN HLDGS INC COM
+$201.0K
1,818
减持
—
MIX TELEMATICS LTD SPONSORED A
+$146.0K
2,387,991
-2%
清仓
ET
ENERGY TRANSFER LP COM UT LTD
-$110.0K
0
-100%
建仓
—
PAYA HOLDINGS INC (A)
+$84.0K
13,200
减持
MDXG
MIMEDX GROUP
-$80.0K
318,732
-4%
减持
JPM
JPMORGAN CHASE & CO COM
-$65.0K
1,611
-18%
