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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 96 项
建仓 1
增持 61
减持 12
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
—
PLANTRONICS INC NEW COM
-$72.8M
765,818
-71%
增持
ALGN
ALIGN TECHNOLOGY INC
-$62.3M
510,282
+22%
增持
VSAT
VIASAT INC COM
-$52.2M
2,947,730
+1%
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。
清仓
SPGI
S&P GLOBAL INC
-$47.8M
0
-100%
增持
PSTG
PURE STORAGE INC CL A
-$47.0M
5,128,528
+1%
减持
INTU
INTUIT COM
-$44.8M
305,417
-10%
增持
AKAM
AKAMAI TECHNOLOGIES COM
-$43.3M
1,618,734
+1%
增持
—
ROYAL CARIBBEAN GROUP
-$43.1M
896,918
+1%
增持
SNBRQ
SLEEP NUMBER CORPORATION
-$41.5M
2,143,198
+1%
减持
PAYX
PAYCHEX INC COM
-$41.0M
376,588
-39%
增持
ALRM
ALARM COM HLDGS INC COM
+$40.3M
1,930,313
+62%
减持
JBLU
JETBLUE AWYS CORP COM
-$35.9M
3,232,639
-23%
增持
—
ARISTA NETWORKS INC COM
-$33.6M
785,105
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC COM
-$33.3M
2,077,201
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$32.0M
338,960
+2%
建仓
SMTC
SEMTECH CORP COM
+$30.6M
556,123
增持
POWI
POWER INTEGRATIONS INC COM
-$30.2M
1,838,135
+1%
减持
TJX
TJX COS INC NEW COM
-$27.1M
1,308,983
-21%
增持
—
SOUTHWESTERN ENERGY CO COM
-$24.6M
27,613,927
+0%
增持
UAA
UNDER ARMOUR INC CL A
-$18.2M
5,956,408
+50%
增持
ADSK
AUTODESK INC COM
-$17.8M
466,003
+2%
增持
—
GARMIN LTD SHS
-$15.4M
1,421,944
+9%
增持
MYGN
MYRIAD GENETICS INC COM
-$12.7M
1,900,787
+1%
增持
SFIX
STITCH FIX INC COM CL A
-$12.5M
3,607,509
+20%
增持
CGNX
COGNEX CORP COM
-$12.3M
1,775,819
+56%
增持
—
SUPER MICRO COMPUTER INC COM
+$11.9M
4,552,205
+1%
增持
THRM
GENTHERM INC COM
-$11.8M
1,191,940
+1%
增持
—
CORE LABORATORIES N V COM
-$10.0M
861,213
+1%
增持
OTEX
OPEN TEXT CORP COM
-$9.8M
2,309,683
+1%
增持
—
NORDSTROM INC COM
-$9.3M
1,622,477
+1%
增持
—
IROBOT CORP COM
-$9.2M
347,812
+0%
增持
PRLB
PROTO LABS INC COM
-$8.7M
1,876,946
+1%
清仓
—
BOTTOMLINE TECHNOLOGIES DELINC
-$7.9M
0
-100%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$7.4M
2,418,431
+0%
增持
DLX
DELUXE CORP COM
-$7.1M
847,101
+1%
增持
GGG
GRACO INC COM
-$6.2M
674,354
+2%
增持
PLXS
PLEXUS CORP COM
-$5.8M
2,294,623
+1%
增持
CTRA
COTERRA ENERGY INC
-$5.4M
5,706,604
+1%
增持
DLB
DOLBY LABORATORIES INC COM CL
-$5.3M
1,620,572
+5%
增持
—
CARA THERAPEUTICS INC COM
-$5.1M
1,698,822
+0%
增持
TREX
TREX CO INC COM
-$4.7M
438,066
+0%
增持
GNTX
GENTEX CORP COM
-$4.3M
4,876,274
+1%
减持
—
REDHILL BIOPHARMA LTD SPONSORE
-$4.2M
810,646
-58%
增持
—
PING IDENTITY HOLDING
-$4.1M
444,974
+0%
增持
TTWO
TAKE-TWO INTERACTIVE
-$3.9M
134,781
+2%
增持
STRA
STRATEGIC EDUCATION INC
+$3.8M
765,196
+1%
增持
LGIH
LGI HOMES INC COM
+$3.7M
570,672
+21%
增持
SPSC
SPS COMM INC COM
-$3.6M
201,368
+0%
增持
—
KORNIT DIGITAL LTD SHS
-$3.3M
157,509
+58%
增持
—
SURMODICS INC
-$3.3M
407,539
+0%
增持
MSM
MSC INDL DIRECT INC CL A
-$3.1M
331,482
+1%
增持
CEVA
CEVA INC COM
-$3.0M
430,523
+0%
增持
IPGP
IPG PHOTONICS CORP COM
-$3.0M
209,565
+1%
增持
DLTH
DULUTH HLDGS INC COM CL B
-$2.7M
1,026,068
+0%
增持
MLKN
MILLERKNOLL INC
-$2.6M
315,645
+0%
增持
SNA
SNAP ON INC COM
-$2.5M
431,354
+1%
增持
ZUMZ
ZUMIEZ INC COM
-$2.2M
185,034
+0%
清仓
—
NUVASIVE INC COM
-$2.0M
0
-100%
增持
—
CHANNELADVISOR CORP
-$2.0M
1,016,432
+0%
增持
IDCC
INTERDIGITAL INC
-$1.9M
797,366
+1%
增持
—
EGAIN CORPORATION
+$1.8M
680,928
+64%
增持
—
EVERBRIDGE INC COM
-$1.8M
112,696
+0%
增持
LSTR
LANDSTAR SYS INC COM
-$1.5M
523,949
+2%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$1.5M
1,509,294
+0%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$1.4M
246,021
+0%
增持
—
VIZIO HOLDING
+$1.4M
1,491,813
+51%
增持
—
PROS HOLDINGS INC COM
-$1.0M
148,129
+0%
减持
AAPL
APPLE INC COM
-$830.0K
2,196
-66%
增持
SRI
STONERIDGE INC COM
-$779.0K
221,566
+0%
清仓
—
AON PLC SHS CL A
-$631.0K
0
-100%
清仓
—
CHUBB LIMITED COM
-$527.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$447.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE INC
-$435.0K
0
-100%
增持
—
STRATASYS LTD SHS
-$422.0K
64,755
+1%
清仓
FISV
FISERV INC COM
-$420.0K
0
-100%
清仓
—
CDK GLOBAL INC COM
-$406.0K
0
-100%
增持
MDXG
MIMEDX GROUP
-$404.0K
332,078
+1%
清仓
SNAP
SNAP INC CL A
-$374.0K
0
-100%
清仓
QSR
RESTAURANT BRANDS INTL INC COM
-$366.0K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$360.0K
3,037
-18%
清仓
—
BERRY GLOBAL GROUP INC COM
-$321.0K
0
-100%
清仓
NVO
NOVO NORDISK A/S ADR-EACH CNV
-$309.0K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO CL B
-$306.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SVCS
-$295.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$292.0K
0
-100%
增持
—
CASA SYS INC COM
-$288.0K
497,479
+0%
清仓
OKTA
OKTA INC
-$252.0K
0
-100%
清仓
EMR
EMERSON ELEC CO COM
-$226.0K
0
-100%
减持
—
FLOTEK INDUSTRIES INC
-$206.0K
763,295
-0%
清仓
VLO
VALERO ENERGY CORP NEW COM
-$203.0K
0
-100%
清仓
PLD
PROLOGIS INC. COM
-$203.0K
0
-100%
清仓
PROSY
PROSUS N V SPONSORED ADR
-$170.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$139.0K
5,120
-30%
清仓
—
TELLURIAN INC
-$132.0K
0
-100%
减持
—
VMWARE INC CL A COM
-$106.0K
2,233
-30%
减持
CVX
CHEVRON CORP NEW COM
-$61.0K
1,775
-9%
