小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 75 项
建仓 3
增持 33
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
+$66.8M
4,548,637
-0%
减持
TJX
TJX COS INC NEW COM
-$36.3M
592,812
-55%
清仓
—
PLANTRONICS INC NEW COM
-$30.4M
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。
建仓
FND
FLOOR & DECOR HLDGS INC CL A
+$28.3M
402,335
减持
OTEX
OPEN TEXT CORP COM
-$26.6M
2,301,069
-0%
减持
JBLU
JETBLUE AWYS CORP COM
-$24.8M
335,795
-90%
增持
CGNX
COGNEX CORP COM
+$21.2M
2,333,354
+31%
减持
STRA
STRATEGIC EDUCATION INC
-$20.6M
544,527
-29%
减持
PLXS
PLEXUS CORP COM
+$20.5M
2,291,467
-0%
减持
GNTX
GENTEX CORP COM
-$20.4M
4,865,100
-0%
增持
PRLB
PROTO LABS INC COM
-$19.2M
1,937,613
+3%
减持
AKAM
AKAMAI TECHNOLOGIES COM
-$18.0M
1,616,400
-0%
增持
—
GARMIN LTD SHS
-$17.7M
1,519,653
+7%
增持
—
SOUTHWESTERN ENERGY CO COM
+$17.2M
31,014,790
+12%
减持
DLX
DELUXE CORP COM
-$16.9M
85,200
-90%
增持
POWI
POWER INTEGRATIONS INC COM
+$16.7M
2,402,973
+31%
减持
IDCC
INTERDIGITAL INC
-$16.3M
797,161
-0%
减持
THRM
GENTHERM INC COM
-$15.2M
1,189,442
-0%
减持
—
ARISTA NETWORKS INC COM
+$14.9M
784,105
-0%
减持
PAYX
PAYCHEX INC COM
-$14.8M
249,849
-34%
增持
ALGN
ALIGN TECHNOLOGY INC
-$14.6M
512,733
+0%
增持
SMTC
SEMTECH CORP COM
-$14.1M
560,163
+1%
建仓
GNRC
GENERAC HLDGS INC COM
+$13.0M
72,944
减持
DLB
DOLBY LABORATORIES INC COM CL
-$10.8M
1,614,954
-0%
减持
UAA
UNDER ARMOUR INC CL A
-$10.2M
5,921,495
-1%
增持
CHRS
COHERUS BIOSCIENCES INC COM
+$9.1M
1,132,096
+360%
增持
MYGN
MYRIAD GENETICS INC COM
+$8.9M
2,278,490
+20%
减持
PSTG
PURE STORAGE INC CL A
+$8.2M
5,116,227
-0%
清仓
—
PING IDENTITY HOLDING
-$8.1M
0
-100%
减持
GGG
GRACO INC COM
-$7.6M
542,081
-20%
增持
ADSK
AUTODESK INC COM
+$6.9M
466,043
+0%
增持
—
VIZIO HOLDING
+$6.4M
1,901,179
+27%
增持
MCHP
MICROCHIP TECHNOLOGY INC COM
+$6.2M
2,079,167
+0%
增持
ALRM
ALARM COM HLDGS INC COM
+$6.2M
1,936,244
+0%
增持
—
NORDSTROM INC COM
-$6.0M
1,691,017
+4%
减持
—
IROBOT CORP COM
+$5.9M
332,115
-5%
减持
SNBRQ
SLEEP NUMBER CORPORATION
+$5.9M
2,136,268
-0%
增持
—
STRATASYS LTD SHS
+$5.6M
471,567
+628%
增持
—
CORE LABORATORIES N V COM
-$5.1M
889,561
+3%
减持
SFIX
STITCH FIX INC COM CL A
-$4.8M
3,290,767
-9%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.8M
337,602
-0%
增持
TREX
TREX CO INC COM
-$4.6M
438,360
+0%
增持
MLKN
MILLERKNOLL INC
-$3.4M
315,893
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$3.1M
909,235
+1%
增持
CEVA
CEVA INC COM
-$3.1M
430,952
+0%
增持
LGIH
LGI HOMES INC COM
-$3.1M
570,875
+0%
增持
—
SURMODICS INC
-$2.8M
407,872
+0%
减持
DLTH
DULUTH HLDGS INC COM CL B
-$2.6M
1,026,028
-0%
增持
—
KORNIT DIGITAL LTD SHS
+$2.3M
273,262
+73%
减持
SPSC
SPS COMM INC COM
+$2.2M
201,101
-0%
减持
IPGP
IPG PHOTONICS CORP COM
-$2.2M
207,989
-1%
增持
CTRA
COTERRA ENERGY INC
+$2.1M
5,715,785
+0%
减持
—
CHANNELADVISOR CORP
-$2.0M
566,517
-44%
清仓
—
CASA SYS INC COM
-$2.0M
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE
-$1.8M
134,721
-0%
减持
SNA
SNAP ON INC COM
+$1.7M
430,646
-0%
减持
VSAT
VIASAT INC COM
-$1.5M
2,937,583
-0%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$1.3M
2,420,345
+0%
减持
MSM
MSC INDL DIRECT INC CL A
-$879.0K
329,888
-0%
减持
LSTR
LANDSTAR SYS INC COM
-$827.0K
522,034
-0%
增持
ZUMZ
ZUMIEZ INC COM
-$824.0K
185,187
+0%
增持
—
EGAIN CORPORATION
+$755.0K
1,005,980
+48%
清仓
—
REDHILL BIOPHARMA LTD SPONSORE
-$705.0K
0
-100%
减持
INTU
INTUIT COM
+$511.0K
305,253
-0%
减持
MSFT
MICROSOFT CORP COM
-$457.0K
1,387
-54%
建仓
IWP
ISHARES TR RUS MD CP GR ETF
+$413.0K
5,270
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$410.0K
1,529,175
+1%
增持
—
CARA THERAPEUTICS INC COM
+$404.0K
1,700,230
+0%
增持
—
EVERBRIDGE INC COM
+$341.0K
112,818
+0%
清仓
—
VMWARE INC CL A COM
-$255.0K
0
-100%
增持
—
PROS HOLDINGS INC COM
-$223.0K
148,260
+0%
清仓
CMCSA
COMCAST CORP NEW CL A
-$201.0K
0
-100%
增持
MDXG
MIMEDX GROUP
-$199.0K
332,152
+0%
增持
SRI
STONERIDGE INC COM
-$39.0K
221,889
+0%
减持
—
FLOTEK INDUSTRIES INC
+$2.0K
758,932
-1%
