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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 102 项
建仓 5
增持 60
减持 27
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ALGN
ALIGN TECHNOLOGY INC
-$86.4M
419,858
+2%
增持
—
SOUTHWESTERN ENERGY CO COM
+$71.4M
27,499,183
+2%
清仓
—
IHS MARKIT LTD SHS
-$54.3M
0
-100%
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
INTU
INTUIT COM
-$52.7M
337,974
+1%
增持
SNBRQ
SLEEP NUMBER CORPORATION
-$51.0M
2,125,842
+3%
建仓
SPGI
S&P GLOBAL INC
+$47.8M
116,607
增持
CTRA
COTERRA ENERGY INC
+$46.1M
5,658,610
+1%
增持
TREX
TREX CO INC COM
-$30.4M
436,814
+0%
增持
ADSK
AUTODESK INC COM
-$28.1M
456,878
+2%
增持
—
PLANTRONICS INC NEW COM
+$28.1M
2,619,723
+2%
增持
SFIX
STITCH FIX INC COM CL A
-$24.9M
3,011,295
+3%
增持
PLXS
PLEXUS CORP COM
-$24.8M
2,272,258
+3%
增持
LGIH
LGI HOMES INC COM
-$24.4M
470,045
+3%
增持
GNTX
GENTEX CORP COM
-$24.0M
4,821,468
+2%
增持
—
SUPER MICRO COMPUTER INC COM
-$23.1M
4,512,092
+2%
增持
TJX
TJX COS INC NEW COM
-$22.2M
1,654,745
+3%
增持
ALRM
ALARM COM HLDGS INC COM
-$20.3M
1,190,518
+2%
增持
—
GARMIN LTD SHS
-$19.2M
1,307,930
+2%
增持
DLB
DOLBY LABORATORIES INC COM CL
-$18.8M
1,550,307
+5%
增持
ISRG
INTUITIVE SURGICAL INC
-$16.9M
331,730
+2%
增持
PSTG
PURE STORAGE INC CL A
+$16.7M
5,066,185
+2%
清仓
MIDD
MIDDLEBY CORP COM
-$16.6M
0
-100%
增持
VSAT
VIASAT INC COM
+$15.3M
2,919,940
+2%
增持
THRM
GENTHERM INC COM
-$14.7M
1,180,579
+2%
增持
UAA
UNDER ARMOUR INC CL A
-$14.4M
3,981,862
+3%
增持
LSTR
LANDSTAR SYS INC COM
-$12.8M
515,277
+2%
增持
IPGP
IPG PHOTONICS CORP COM
-$12.3M
206,669
+2%
增持
OTEX
OPEN TEXT CORP COM
-$10.1M
2,292,012
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC COM
+$9.4M
2,048,634
+23%
增持
—
CORE LABORATORIES N V COM
+$9.1M
855,731
+6%
建仓
—
VIZIO HLDG CORP CL A COM
+$8.8M
991,110
增持
—
NORDSTROM INC COM
+$7.7M
1,609,386
+1%
增持
—
CHANNELADVISOR CORP
-$7.6M
1,012,994
+3%
增持
AKAM
AKAMAI TECHNOLOGIES COM
+$7.6M
1,600,852
+2%
增持
GGG
GRACO INC COM
-$7.2M
663,950
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$7.1M
888,459
+2%
减持
—
KORNIT DIGITAL LTD SHS
-$7.1M
99,909
-1%
增持
—
PING IDENTITY HOLDING
+$6.7M
444,771
+86%
增持
PRLB
PROTO LABS INC COM
+$6.4M
1,860,976
+4%
增持
IDCC
INTERDIGITAL INC
-$5.4M
789,658
+1%
减持
PAYX
PAYCHEX INC COM
-$5.1M
614,741
-6%
建仓
—
EVERBRIDGE INC COM
+$4.9M
112,620
建仓
—
EGAIN CORPORATION
+$4.8M
416,022
增持
JBLU
JETBLUE AWYS CORP COM
+$3.9M
4,211,378
+2%
增持
MYGN
MYRIAD GENETICS INC COM
-$3.7M
1,874,478
+2%
增持
POWI
POWER INTEGRATIONS INC COM
+$3.3M
1,813,737
+2%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$3.1M
2,412,390
+1%
增持
DLTH
DULUTH HLDGS INC COM CL B
-$2.9M
1,023,584
+1%
增持
—
ARISTA NETWORKS INC COM
-$2.9M
771,291
+1%
增持
TTWO
TAKE-TWO INTERACTIVE
-$2.5M
132,627
+3%
减持
SPSC
SPS COMM INC COM
-$2.5M
200,717
-1%
增持
ZUMZ
ZUMIEZ INC COM
-$1.7M
184,560
+1%
增持
SNA
SNAP ON INC COM
-$1.5M
425,640
+3%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$1.3M
1,505,523
+1%
增持
MLKN
MILLERKNOLL INC
-$1.3M
314,857
+1%
增持
DLX
DELUXE CORP COM
-$1.2M
840,435
+2%
减持
STRA
STRATEGIC EDUCATION INC
+$1.1M
756,783
-11%
减持
—
BOTTOMLINE TECHNOLOGIES DELINC
-$929.0K
138,735
-11%
增持
MSM
MSC INDL DIRECT INC CL A
+$894.0K
328,024
+2%
增持
—
SURMODICS INC
-$832.0K
406,502
+2%
减持
SRI
STONERIDGE INC COM
-$787.0K
220,551
-19%
增持
CEVA
CEVA INC COM
-$678.0K
429,129
+2%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$606.0K
244,921
+4%
增持
—
CASA SYS INC COM
-$460.0K
496,217
+4%
增持
—
IROBOT CORP COM
-$413.0K
346,910
+2%
增持
—
CARA THERAPEUTICS INC COM
+$405.0K
1,694,350
+2%
清仓
VO
VANGUARD INDEX FDS MID CAP ETF
-$373.0K
0
-100%
增持
MDXG
MIMEDX GROUP
-$369.0K
330,380
+4%
增持
CGNX
COGNEX CORP COM
+$364.0K
1,138,795
+1%
清仓
GOOG
ALPHABET INC CAP STK CL C
-$304.0K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$264.0K
3,696
-11%
清仓
JPM
JPMORGAN CHASE & CO COM
-$255.0K
0
-100%
清仓
—
WORKDAY INC
-$242.0K
0
-100%
清仓
—
MEDTRONIC PLC SHS
-$239.0K
0
-100%
清仓
IWM
ISHARES TR RUSSELL 2000
-$206.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP NEW COM
+$203.0K
2,000
清仓
CCK
CROWN HLDGS INC COM
-$201.0K
0
-100%
增持
—
NUVASIVE INC COM
+$191.0K
36,078
+2%
减持
SNAP
SNAP INC CL A
-$177.0K
10,388
-11%
减持
OKTA
OKTA INC
-$173.0K
1,667
-12%
减持
—
BERRY GLOBAL GROUP INC COM
-$165.0K
5,534
-16%
减持
PROSY
PROSUS N V SPONSORED ADR
-$134.0K
15,581
-14%
减持
MDLZ
MONDELEZ INTL INC CL A
-$128.0K
7,116
-18%
减持
CMCSA
COMCAST CORP NEW CL A
-$103.0K
7,268
-17%
减持
AAPL
APPLE INC COM
-$101.0K
6,470
-7%
增持
—
STRATASYS LTD SHS
+$101.0K
64,420
+3%
减持
PLD
PROLOGIS INC. COM
-$100.0K
1,257
-30%
减持
QSR
RESTAURANT BRANDS INTL INC COM
-$97.0K
6,268
-18%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$96.0K
3,293
-15%
减持
—
VMWARE INC CL A COM
-$87.0K
3,174
-18%
清仓
—
PAYA HOLDINGS INC (A)
-$84.0K
0
-100%
减持
FISV
FISERV INC COM
-$82.0K
4,142
-14%
增持
—
REDHILL BIOPHARMA LTD SPONSORE
-$80.0K
1,950,002
+1%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$75.0K
2,937
-13%
减持
—
FLOTEK INDUSTRIES INC
+$72.0K
764,366
-3%
增持
—
PROS HOLDINGS INC COM
-$64.0K
147,728
+2%
减持
NVO
NOVO NORDISK A/S ADR-EACH CNV
-$64.0K
2,779
-17%
减持
—
AON PLC SHS CL A
-$56.0K
1,939
-15%
减持
—
CHUBB LIMITED COM
-$43.0K
2,462
-16%
减持
FCX
FREEPORT-MCMORAN INC
+$19.0K
5,874
-10%
减持
—
CDK GLOBAL INC COM
-$18.0K
8,347
-18%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$15.0K
5,725
-17%
