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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 69 项
建仓 2
增持 13
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
+$52.3M
3,966,880
-12%
减持
ALGN
ALIGN TECHNOLOGY INC
+$49.0M
469,480
-8%
清仓
TJX
TJX COS INC NEW COM
-$37.2M
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。
减持
—
SOUTHWESTERN ENERGY CO COM
-$36.0M
29,103,893
-6%
减持
PLXS
PLEXUS CORP COM
-$34.5M
2,086,977
-10%
减持
OTEX
OPEN TEXT CORP COM
-$33.2M
523,518
-71%
增持
IPGP
IPG PHOTONICS CORP COM
+$29.8M
438,197
+71%
清仓
—
NORDSTROM INC COM
-$27.0M
0
-100%
减持
AKAM
AKAMAI TECHNOLOGIES COM
-$23.5M
1,441,027
-11%
减持
—
ARISTA NETWORKS INC COM
+$19.9M
684,255
-13%
清仓
—
CORE LABORATORIES N V COM
-$17.9M
0
-100%
建仓
CLB
CORE LABORATORIES INC
+$17.5M
795,484
增持
SFIX
STITCH FIX INC COM CL A
+$16.9M
6,140,819
+32%
减持
CTRA
COTERRA ENERGY INC COM
-$15.9M
5,125,527
-11%
减持
MYGN
MYRIAD GENETICS INC COM
+$15.5M
2,088,784
-8%
减持
ISRG
INTUITIVE SURGICAL INC
-$14.4M
290,859
-13%
减持
IDCC
INTERDIGITAL INC COM
+$13.8M
725,886
-8%
减持
PRLB
PROTO LABS INC COM
+$12.0M
1,996,124
-6%
减持
POWI
POWER INTEGRATIONS INC COM
+$11.9M
2,175,448
-9%
增持
PSTG
PURE STORAGE INC CL A
+$11.7M
5,863,096
+14%
减持
GNTX
GENTEX CORP COM
-$11.5M
4,324,675
-11%
减持
THRM
GENTHERM INC COM
-$11.0M
1,115,562
-7%
减持
DLB
DOLBY LABORATORIES INC COM CL
+$10.8M
1,457,873
-10%
增持
—
CARA THERAPEUTICS INC COM
-$10.0M
1,732,375
+1%
减持
UAA
UNDER ARMOUR INC CL A
-$9.5M
5,372,166
-10%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$8.9M
1,841,212
-11%
减持
—
ROYAL CARIBBEAN GROUP
+$7.9M
807,924
-11%
减持
PAYX
PAYCHEX INC COM
-$7.5M
181,813
-26%
减持
FND
FLOOR & DECOR HLDGS INC CL A
+$7.4M
358,647
-10%
减持
LGIH
LGI HOMES INC COM
+$7.1M
523,145
-8%
减持
CGNX
COGNEX CORP COM
-$6.6M
2,074,250
-11%
减持
ALRM
ALARM COM HLDGS INC COM
-$6.5M
1,756,646
-8%
减持
SNA
SNAP ON INC COM
-$5.3M
376,548
-12%
减持
SNBRQ
SLEEP NUMBER CORPORATION
+$4.8M
1,986,014
-7%
减持
—
SURMODICS INC COM
-$4.7M
404,991
-1%
减持
SPSC
SPS COMM INC COM
+$4.7M
200,289
-0%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
+$4.1M
1,498,670
-2%
减持
SMTC
SEMTECH CORP COM
-$3.8M
497,248
-10%
减持
ADSK
AUTODESK INC COM
-$3.8M
397,582
-14%
增持
—
VIZIO HLDG CORP CL A COM
+$3.6M
1,944,394
+1%
减持
INTU
INTUIT COM
+$3.3M
273,330
-10%
减持
GGG
GRACO INC COM
-$2.8M
461,468
-15%
减持
TREX
TREX CO INC COM
+$2.7M
436,993
-0%
减持
MSM
MSC INDL DIRECT INC CL A COM
-$2.6M
288,721
-12%
减持
VSAT
VIASAT INC COM
+$2.4M
2,829,441
-4%
增持
—
STRATASYS LTD SHS
+$2.2M
476,045
+0%
增持
CEVA
CEVA INC COM
+$2.1M
437,622
+0%
减持
LSTR
LANDSTAR SYS INC COM
-$2.0M
464,533
-11%
增持
—
MIX TELEMATICS LTD SPONSORED A
+$1.9M
2,457,017
+1%
增持
—
PROS HOLDINGS INC COM
+$1.9M
510,792
+2%
减持
—
IROBOT CORP COM
-$1.6M
338,516
-0%
增持
EGAN
EGAIN CORP COM NEW
-$1.4M
1,029,245
+1%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$1.1M
1,165,512
+2%
增持
—
KORNIT DIGITAL LTD SHS
-$817.7K
285,386
+3%
减持
SRI
STONERIDGE INC COM
-$727.3K
218,920
-2%
减持
GNRC
GENERAC HLDGS INC COM
-$724.2K
158,420
-11%
减持
ZUMZ
ZUMIEZ INC COM
-$705.9K
179,984
-3%
增持
—
EVERBRIDGE INC COM
+$643.0K
115,566
+2%
减持
STRA
STRATEGIC ED INC COM
+$536.3K
482,108
-12%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$469.3K
119,592
-10%
清仓
IWP
ISHARES TR RUS MD CP GR ETF
-$351.0K
0
-100%
减持
—
FLOTEK INDS INC DEL COM
-$331.1K
752,074
-1%
减持
MLKN
MILLERKNOLL INC COM
-$265.2K
312,453
-1%
建仓
VLO
VALERO ENERGY CORP COM
+$209.4K
1,500
减持
MDXG
MIMEDX GROUP INC COM
+$167.9K
322,096
-4%
减持
DLTH
DULUTH HLDGS INC COM CL B
+$163.9K
1,019,467
-1%
减持
—
GARMIN LTD SHS
-$151.8K
1,391,900
-9%
减持
CVX
CHEVRON CORP NEW COM
-$107.3K
1,295
-27%
减持
MSFT
MICROSOFT CORP COM
-$49.5K
982
-29%
