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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 64 项
增持 24
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
+$314.0M
2,955,521
-25%
减持
PSTG
PURE STORAGE INC CL A
+$63.8M
5,794,393
-1%
增持
—
SOUTHWESTERN ENERGY CO COM
+$29.7M
29,157,714
+0%
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
—
ROYAL CARIBBEAN GROUP
+$26.6M
764,630
-5%
增持
VSAT
VIASAT INC COM
+$21.8M
2,849,003
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$20.5M
277,131
-5%
增持
FND
FLOOR & DECOR HLDGS INC CL A
+$19.5M
526,448
+47%
减持
POWI
POWER INTEGRATIONS INC COM
+$15.0M
2,103,568
-3%
减持
AKAM
AKAMAI TECHNOLOGIES COM
+$14.7M
1,419,042
-2%
减持
UAA
UNDER ARMOUR INC CL A
-$13.7M
5,169,000
-4%
减持
IDCC
INTERDIGITAL INC COM
+$13.0M
682,315
-6%
减持
SNA
SNAP ON INC COM
+$11.8M
363,480
-3%
减持
STRA
STRATEGIC ED INC COM
-$10.6M
481,895
-0%
减持
CGNX
COGNEX CORP COM
+$9.1M
1,996,647
-4%
减持
LGIH
LGI HOMES INC COM
+$8.8M
507,454
-3%
减持
—
ARISTA NETWORKS INC COM
-$8.3M
657,647
-4%
清仓
—
STRATASYS LTD SHS
-$7.9M
0
-100%
减持
SFIX
STITCH FIX INC COM CL A
-$7.8M
6,133,004
-0%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$7.7M
1,932,529
-3%
减持
TREX
TREX CO INC COM
+$6.9M
430,055
-2%
减持
SPSC
SPS COMM INC COM
+$6.7M
193,879
-3%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$6.3M
1,413,180
-3%
减持
GNRC
GENERAC HLDGS INC COM
+$5.6M
152,038
-4%
减持
GGG
GRACO INC COM
+$5.4M
452,595
-2%
减持
PRLB
PROTO LABS INC COM
-$5.1M
1,746,115
-13%
减持
ADSK
AUTODESK INC COM
-$4.9M
380,524
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$4.9M
1,776,457
-4%
减持
ALGN
ALIGN TECHNOLOGY INC
+$4.5M
456,190
-3%
增持
THRM
GENTHERM INC COM
-$4.3M
1,117,038
+0%
增持
—
VIZIO HLDG CORP CL A COM
-$4.1M
2,031,209
+4%
增持
—
SURMODICS INC COM
+$3.5M
407,080
+1%
增持
—
KORNIT DIGITAL LTD SHS
+$3.5M
307,853
+8%
增持
—
CARA THERAPEUTICS INC COM
-$3.5M
1,764,201
+2%
减持
IPGP
IPG PHOTONICS CORP COM
+$3.4M
423,108
-3%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$3.2M
2,505,740
+2%
减持
—
GARMIN LTD SHS
+$3.1M
1,376,808
-1%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$2.9M
1,179,685
+1%
减持
LSTR
LANDSTAR SYS INC COM
+$2.6M
445,967
-4%
减持
PAYX
PAYCHEX INC COM
-$2.4M
164,698
-9%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$2.4M
113,053
-5%
减持
GNTX
GENTEX CORP COM
+$2.3M
4,223,172
-2%
减持
ALRM
ALARM COM HLDGS INC COM
+$2.1M
1,750,412
-0%
减持
MSM
MSC INDL DIRECT INC CL A COM
+$2.0M
275,704
-5%
增持
—
PROS HOLDINGS INC COM
+$2.0M
518,904
+2%
减持
MYGN
MYRIAD GENETICS INC COM
-$1.9M
2,009,802
-4%
增持
MLKN
MILLERKNOLL INC COM
-$1.8M
313,257
+0%
增持
OTEX
OPEN TEXT CORP COM
+$1.7M
527,487
+1%
增持
CEVA
CEVA INC COM
-$1.6M
457,838
+5%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
+$1.1M
1,505,390
+0%
增持
MDXG
MIMEDX GROUP INC COM
+$1.0M
323,505
+0%
增持
SMTC
SEMTECH CORP COM
+$895.3K
506,631
+2%
增持
—
EVERBRIDGE INC COM
-$863.2K
116,857
+1%
减持
PLXS
PLEXUS CORP COM
-$688.8K
2,065,732
-1%
增持
—
IROBOT CORP COM
+$632.4K
340,448
+1%
减持
CTRA
COTERRA ENERGY INC COM
-$432.2K
4,954,476
-3%
减持
INTU
INTUIT COM
+$418.9K
266,871
-2%
增持
ZUMZ
ZUMIEZ INC COM
-$317.5K
180,155
+0%
清仓
VLO
VALERO ENERGY CORP COM
-$209.4K
0
-100%
清仓
—
ENLINK MIDSTREAM LLC COM UNIT
-$169.5K
0
-100%
减持
CLB
CORE LABORATORIES INC
+$110.8K
759,192
-5%
增持
EGAN
EGAIN CORP COM NEW
+$65.4K
1,051,716
+2%
增持
DLTH
DULUTH HLDGS INC COM CL B
-$57.8K
1,026,499
+1%
增持
SRI
STONERIDGE INC COM
+$50.3K
219,848
+0%
增持
—
FLOTEK INDS INC DEL COM
+$33.8K
753,101
+0%
