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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 63 项
建仓 2
增持 19
减持 41
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VSAT
VIASAT INC COM
-$61.2M
3,054,158
+7%
减持
POWI
POWER INTEGRATIONS INC COM
-$41.1M
2,071,029
-2%
减持
—
SUPER MICRO COMPUTER INC COM
+$39.7M
2,831,259
-4%
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
CGNX
COGNEX CORP COM
-$29.2M
1,947,121
-2%
减持
LSTR
LANDSTAR SYS INC COM
-$27.1M
332,377
-25%
减持
ALGN
ALIGN TECHNOLOGY INC
-$24.2M
449,035
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$22.8M
1,747,128
-2%
减持
AKAM
AKAMAI TECHNOLOGIES COM
+$21.1M
1,395,112
-2%
减持
LGIH
LGI HOMES INC COM
-$18.0M
506,607
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$15.7M
270,455
-2%
减持
ALRM
ALARM COM HLDGS INC COM
+$15.7M
1,736,132
-1%
减持
MYGN
MYRIAD GENETICS INC COM
-$14.9M
1,973,312
-2%
增持
—
SOUTHWESTERN ENERGY CO COM
+$14.5M
29,416,205
+1%
增持
IPGP
IPG PHOTONICS CORP COM
-$14.5M
423,501
+0%
增持
PRLB
PROTO LABS INC COM
-$14.5M
1,764,397
+1%
减持
SNA
SNAP ON INC COM
-$14.2M
355,084
-2%
减持
—
ROYAL CARIBBEAN GROUP
-$13.4M
715,011
-6%
减持
PLXS
PLEXUS CORP COM
-$12.9M
2,044,253
-1%
减持
INTU
INTUIT COM
+$11.7M
262,283
-2%
减持
—
ARISTA NETWORKS INC COM
+$11.7M
642,990
-2%
减持
IDCC
INTERDIGITAL INC COM
-$11.5M
677,226
-1%
减持
GNTX
GENTEX CORP COM
+$11.1M
4,140,040
-2%
增持
GNRC
GENERAC HLDGS INC COM
+$10.9M
307,682
+102%
减持
PSTG
PURE STORAGE INC CL A
-$9.9M
5,712,685
-1%
增持
FND
FLOOR & DECOR HLDGS INC CL A
+$8.5M
698,879
+33%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$8.5M
1,384,871
-2%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
+$7.7M
1,497,486
-1%
减持
GGG
GRACO INC COM
-$7.1M
438,285
-3%
减持
CTRA
COTERRA ENERGY INC COM
+$6.8M
4,885,685
-1%
增持
—
SURMODICS INC COM
+$6.4M
595,703
+46%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$5.9M
1,904,386
-1%
减持
SPSC
SPS COMM INC COM
-$4.7M
190,696
-2%
减持
OTEX
OPEN TEXT CORP COM
-$4.7M
490,956
-7%
减持
THRM
GENTHERM INC COM
-$3.9M
1,091,667
-2%
减持
STRA
STRATEGIC ED INC COM
+$3.3M
478,156
-1%
减持
MLKN
MILLERKNOLL INC COM
+$3.0M
311,665
-1%
增持
CEVA
CEVA INC COM
-$2.8M
459,226
+0%
增持
—
KORNIT DIGITAL LTD SHS
-$2.8M
330,540
+7%
减持
—
IROBOT CORP COM
-$2.6M
337,709
-1%
增持
DLTH
DULUTH HLDGS INC COM CL B
+$2.4M
1,478,802
+44%
增持
—
VIZIO HLDG CORP CL A COM
-$2.4M
2,085,658
+3%
增持
SFIX
STITCH FIX INC COM CL A
-$2.2M
6,208,167
+1%
增持
—
CARA THERAPEUTICS INC COM
-$2.0M
1,772,397
+0%
减持
UAA
UNDER ARMOUR INC CL A
-$2.0M
5,156,663
-0%
增持
—
MIX TELEMATICS LTD SPONSORED A
-$2.0M
2,507,740
+0%
减持
TREX
TREX CO INC COM
-$2.0M
425,580
-1%
减持
—
PROS HOLDINGS INC COM
+$1.8M
513,791
-1%
增持
EGAN
EGAIN CORP COM NEW
-$1.4M
1,057,424
+1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$905.1K
112,058
-1%
减持
—
GARMIN LTD SHS
-$659.6K
1,358,628
-1%
减持
ADSK
AUTODESK INC COM
-$652.6K
373,140
-2%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$610.5K
1,183,626
+0%
清仓
—
FLOTEK INDS INC DEL COM
-$552.8K
0
-100%
建仓
FTK
FLOTEK INDS INC DEL COM
+$547.8K
123,649
增持
—
EVERBRIDGE INC COM
-$496.8K
118,048
+1%
增持
SMTC
SEMTECH CORP COM
+$298.1K
512,501
+1%
增持
SRI
STONERIDGE INC COM
+$294.5K
221,156
+1%
减持
PAYX
PAYCHEX INC COM
-$271.5K
157,403
-4%
建仓
VLO
VALERO ENERGY CORP COM
+$212.6K
1,500
减持
MDXG
MIMEDX GROUP INC COM
+$196.6K
320,303
-1%
减持
ZUMZ
ZUMIEZ INC COM
+$181.1K
178,791
-1%
减持
MSM
MSC INDL DIRECT INC CL A COM
-$124.1K
266,378
-3%
减持
CLB
CORE LABORATORIES INC
+$77.4K
738,384
-3%
