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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 69 项
建仓 4
增持 14
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
ALGN
ALIGN TECHNOLOGY INC
+$46.9M
671,389
+50%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$44.2M
178,198
-91%
减持
—
GARMIN LTD SHS
+$31.0M
1,352,961
-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
PLXS
PLEXUS CORP COM
+$30.4M
2,038,667
-0%
减持
—
ARISTA NETWORKS INC COM
+$30.1M
629,993
-2%
增持
VSAT
VIASAT INC COM
+$29.1M
3,059,517
+0%
增持
—
KORNIT DIGITAL LTD SHS
+$26.5M
1,709,576
+417%
增持
LGIH
LGI HOMES INC COM
+$22.6M
548,465
+8%
减持
PRLB
PROTO LABS INC COM
+$21.2M
1,739,638
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$20.5M
1,739,111
-0%
减持
IDCC
INTERDIGITAL INC COM
+$19.0M
675,865
-0%
清仓
OTEX
OPEN TEXT CORP COM
-$17.2M
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC CL A
+$16.3M
712,795
+2%
减持
—
ROYAL CARIBBEAN GROUP
+$14.7M
622,668
-13%
减持
AKAM
AKAMAI TECHNOLOGIES COM
+$14.2M
1,376,146
-1%
清仓
—
IROBOT CORP COM
-$12.8M
0
-100%
减持
ADSK
AUTODESK INC COM
+$11.6M
364,776
-2%
减持
SNA
SNAP ON INC COM
+$11.1M
352,094
-1%
建仓
—
CANTALOUPE INC
+$10.7M
1,445,336
减持
ISRG
INTUITIVE SURGICAL INC
+$10.1M
264,280
-2%
增持
GNRC
GENERAC HLDGS INC COM
+$9.5M
333,042
+8%
减持
POWI
POWER INTEGRATIONS INC COM
+$9.5M
2,039,868
-2%
建仓
MTLS
MATERIALISE NV SPONSORED ADS
+$9.3M
1,421,484
清仓
DLTH
DULUTH HLDGS INC COM CL B
-$8.9M
0
-100%
减持
DLB
DOLBY LABORATORIES INC COM CL
+$8.4M
1,371,321
-1%
增持
—
MIX TELEMATICS LTD SPONSORED A
+$7.9M
2,528,718
+1%
减持
TREX
TREX CO INC COM
+$7.7M
410,003
-4%
减持
CTRA
COTERRA ENERGY INC COM
-$7.5M
4,884,903
-0%
减持
STRA
STRATEGIC ED INC COM
+$6.7M
461,780
-3%
减持
ALRM
ALARM COM HLDGS INC COM
+$6.0M
1,735,710
-0%
减持
MYGN
MYRIAD GENETICS INC COM
+$5.8M
1,955,236
-1%
建仓
LUNA
LUNA INNOVATIONS INC
+$5.6M
841,647
减持
GGG
GRACO INC COM
+$5.2M
427,823
-2%
减持
—
VIZIO HLDG CORP CL A COM
+$4.7M
2,080,515
-0%
减持
INTU
INTUIT COM
+$4.5M
221,589
-16%
增持
CLB
CORE LABORATORIES INC
-$4.4M
752,367
+2%
减持
LSTR
LANDSTAR SYS INC COM
+$4.4M
326,540
-2%
增持
—
SOUTHWESTERN ENERGY CO COM
+$3.3M
29,471,745
+0%
增持
—
SURMODICS INC COM
+$3.2M
614,891
+3%
减持
IPGP
IPG PHOTONICS CORP COM
+$2.9M
423,352
-0%
减持
THRM
GENTHERM INC COM
-$2.4M
1,084,724
-1%
减持
SMTC
SEMTECH CORP COM
-$2.4M
491,925
-4%
增持
EGAN
EGAIN CORP COM NEW
+$2.3M
1,060,234
+0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$2.2M
111,500
-0%
建仓
IWP
ISHARES TR RUS MD CP GR ETF
+$2.1M
20,563
减持
UAA
UNDER ARMOUR INC CL A
+$2.1M
4,256,924
-17%
减持
—
PROS HOLDINGS INC COM
+$2.0M
510,328
-1%
减持
—
SUPER MICRO COMPUTER INC COM
-$1.7M
2,725,280
-4%
增持
—
CARA THERAPEUTICS INC COM
-$1.6M
1,812,100
+2%
减持
CGNX
COGNEX CORP COM
-$1.5M
1,943,245
-0%
减持
CEVA
CEVA INC COM
+$1.4M
455,070
-1%
减持
PSTG
PURE STORAGE INC CL A
-$1.2M
5,673,475
-1%
减持
PAYX
PAYCHEX INC COM
-$1.2M
142,708
-9%
增持
SFIX
STITCH FIX INC COM CL A
+$1.1M
6,306,801
+2%
减持
MLKN
MILLERKNOLL INC COM
+$677.1K
310,995
-0%
清仓
FTK
FLOTEK INDS INC DEL COM
-$547.8K
0
-100%
减持
CHRS
COHERUS BIOSCIENCES INC COM
-$541.6K
1,166,727
-1%
减持
GNTX
GENTEX CORP COM
+$449.1K
4,138,578
-0%
减持
MDXG
MIMEDX GROUP INC COM
+$437.1K
316,095
-1%
减持
ZUMZ
ZUMIEZ INC COM
+$357.7K
174,050
-3%
增持
—
EVERBRIDGE INC COM
+$291.2K
120,850
+2%
清仓
CVX
CHEVRON CORP NEW COM
-$218.4K
0
-100%
清仓
VLO
VALERO ENERGY CORP COM
-$212.6K
0
-100%
减持
SRI
STONERIDGE INC COM
-$210.8K
216,037
-2%
减持
MSM
MSC INDL DIRECT INC CL A COM
+$142.4K
259,603
-3%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$80.3K
1,490,135
-0%
减持
AAPL
APPLE INC COM
-$78.7K
1,464
-30%
减持
SPSC
SPS COMM INC COM
-$70.3K
167,480
-12%
减持
MSFT
MICROSOFT CORP COM
-$54.7K
679
-31%
