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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 70 项
建仓 1
增持 35
减持 30
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
+$119.8M
4,510,871
-1%
增持
PLXS
PLEXUS CORP COM
+$37.5M
2,313,936
+1%
减持
ALRM
ALARM COM HLDGS INC COM
-$30.8M
1,915,970
-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。
减持
ISRG
INTUITIVE SURGICAL INC
+$25.4M
334,230
-1%
增持
UAA
UNDER ARMOUR INC CL A
+$21.1M
5,952,318
+1%
增持
THRM
GENTHERM INC COM
+$19.2M
1,200,699
+1%
增持
—
GARMIN LTD SHS
+$18.6M
1,523,701
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC COM
+$18.5M
2,069,343
-0%
减持
POWI
POWER INTEGRATIONS INC COM
+$17.7M
2,401,305
-0%
增持
GNTX
GENTEX CORP COM
+$16.7M
4,865,836
+0%
增持
SNBRQ
SLEEP NUMBER CORPORATION
-$16.6M
2,141,034
+0%
增持
PRLB
PROTO LABS INC COM
-$16.4M
2,121,891
+10%
清仓
—
CHANNELADVISOR CORP
-$12.8M
0
-100%
减持
CGNX
COGNEX CORP COM
+$12.7M
2,322,126
-0%
减持
SNA
SNAP ON INC COM
+$11.5M
429,949
-0%
减持
MYGN
MYRIAD GENETICS INC COM
-$10.5M
2,272,444
-0%
减持
—
ROYAL CARIBBEAN GROUP
+$10.4M
907,134
-0%
增持
LSTR
LANDSTAR SYS INC COM
+$9.9M
523,397
+0%
增持
STRA
STRATEGIC ED INC COM
+$9.3M
546,112
+0%
建仓
EGAN
EGAIN CORP COM NEW
+$9.2M
1,017,128
减持
DLB
DOLBY LABORATORIES INC COM CL
+$8.5M
1,612,608
-0%
增持
—
PROS HOLDINGS INC COM
+$8.5M
500,170
+237%
增持
—
SOUTHWESTERN ENERGY CO COM
-$8.3M
31,029,956
+0%
增持
CTRA
COTERRA ENERGY INC COM
-$7.6M
5,765,251
+1%
减持
OTEX
OPEN TEXT CORP COM
-$7.5M
1,801,008
-22%
清仓
—
EGAIN CORPORATION
-$7.4M
0
-100%
减持
IDCC
INTERDIGITAL INC COM
+$6.9M
791,400
-1%
增持
IPGP
IPG PHOTONICS CORP COM
+$6.7M
255,926
+23%
增持
AKAM
AKAMAI TECHNOLOGIES COM
+$6.5M
1,616,768
+0%
减持
—
ARISTA NETWORKS INC COM
+$6.4M
782,383
-0%
减持
LGIH
LGI HOMES INC COM
+$6.1M
567,345
-1%
减持
—
CORE LABORATORIES N V COM
+$5.9M
880,817
-1%
增持
GNRC
GENERAC HLDGS INC COM
+$4.8M
177,182
+143%
增持
VSAT
VIASAT INC COM
+$4.5M
2,949,487
+0%
增持
GGG
GRACO INC COM
+$4.0M
542,680
+0%
减持
MSM
MSC INDL DIRECT INC CL A
+$2.8M
328,278
-0%
增持
—
CARA THERAPEUTICS INC COM
+$2.6M
1,722,441
+1%
增持
—
VIZIO HLDG CORP CL A COM
-$2.4M
1,924,032
+1%
增持
—
IROBOT CORP COM
-$2.4M
339,769
+2%
清仓
JBLU
JETBLUE AWYS CORP COM
-$2.2M
0
-100%
增持
PSTG
PURE STORAGE INC CL A
-$2.1M
5,153,797
+1%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$1.8M
1,143,420
+1%
增持
MLKN
MILLERKNOLL INC
+$1.7M
316,746
+0%
减持
ALGN
ALIGN TECHNOLOGY INC
+$1.7M
511,390
-0%
增持
—
SURMODICS INC COM
+$1.6M
408,983
+0%
增持
SFIX
STITCH FIX INC COM CL A
+$1.4M
4,644,787
+41%
清仓
DLX
DELUXE CORP COM
-$1.4M
0
-100%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$1.3M
2,436,411
+1%
减持
—
NORDSTROM INC COM
-$1.3M
1,675,142
-1%
增持
—
STRATASYS LTD SHS
-$1.2M
473,799
+0%
增持
SRI
STONERIDGE INC COM
+$1.1M
223,614
+1%
增持
—
KORNIT DIGITAL LTD SHS
-$929.2K
276,133
+1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$886.9K
132,508
-2%
减持
DLTH
DULUTH HLDGS INC COM CL B
-$882.7K
1,025,936
-0%
减持
SPSC
SPS COMM INC COM
+$798.2K
200,741
-0%
增持
TREX
TREX CO INC COM
-$695.3K
438,617
+0%
减持
SMTC
SEMTECH CORP COM
-$636.1K
552,034
-1%
减持
ADSK
AUTODESK INC COM
-$509.1K
463,145
-1%
减持
FND
FLOOR & DECOR HLDGS INC CL A
-$438.7K
399,674
-1%
减持
TJX
TJX COS INC NEW COM
+$410.9K
467,788
-21%
减持
INTU
INTUIT COM
+$376.0K
304,730
-0%
减持
PAYX
PAYCHEX INC COM
+$279.9K
245,032
-2%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$271.4K
1,533,790
+0%
增持
CEVA
CEVA INC COM
-$124.0K
437,059
+1%
增持
—
EVERBRIDGE INC COM
-$120.3K
113,716
+1%
增持
—
FLOTEK INDS INC DEL COM
+$91.0K
758,944
+0%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$62.0K
4,198
-20%
减持
ZUMZ
ZUMIEZ INC COM
+$37.8K
185,134
-0%
减持
AAPL
APPLE INC COM
-$29.4K
2,106
-4%
增持
MDXG
MIMEDX GROUP INC COM
-$22.5K
334,710
+1%
