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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 67 项
建仓 6
增持 46
减持 14
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
+$255.0M
1,019,432
-63%
减持
PSTG
PURE STORAGE INC CL A
+$89.9M
5,621,581
-1%
增持
ALRM
ALARM COM HLDGS INC COM
+$72.8M
2,552,533
+47%
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。
增持
FND
FLOOR & DECOR HLDGS INC CL A
+$64.1M
1,107,705
+55%
增持
CGNX
COGNEX CORP COM
+$63.0M
3,396,868
+75%
增持
ALGN
ALIGN TECHNOLOGY INC
+$46.9M
703,942
+5%
增持
IDCC
INTERDIGITAL INC COM
+$41.9M
1,082,395
+60%
增持
—
SOUTHWESTERN ENERGY CO COM
+$39.1M
30,622,480
+4%
增持
MSM
MSC INDL DIRECT INC CL A COM
+$31.5M
595,445
+129%
增持
LGIH
LGI HOMES INC COM
+$30.6M
890,858
+62%
减持
—
ARISTA NETWORKS INC COM
+$29.9M
614,618
-2%
增持
—
GARMIN LTD SHS
+$29.0M
1,363,055
+1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$27.5M
305,934
+174%
增持
VSAT
VIASAT INC COM
-$23.8M
3,412,600
+12%
减持
POWI
POWER INTEGRATIONS INC COM
-$21.6M
2,038,786
-0%
增持
—
VIZIO HLDG CORP CL A COM
+$21.6M
3,437,340
+65%
增持
PLXS
PLEXUS CORP COM
-$21.1M
2,101,802
+3%
建仓
PGNY
PROGYNY INC COM
+$19.8M
519,054
增持
GNTX
GENTEX CORP COM
+$17.1M
4,216,374
+2%
建仓
—
INMODE LTD SHS
+$16.9M
782,531
增持
CTRA
COTERRA ENERGY INC COM
+$15.1M
5,012,671
+3%
减持
ISRG
INTUITIVE SURGICAL INC
+$13.0M
256,041
-3%
建仓
ZIP
ZIPRECRUITER INC CL A
+$11.4M
988,806
增持
AKAM
AKAMAI TECHNOLOGIES COM
-$11.0M
1,396,681
+1%
减持
—
MIX TELEMATICS LTD SPONSORED A
+$10.0M
2,186,704
-14%
增持
THRM
GENTHERM INC COM
+$8.8M
1,138,571
+5%
建仓
AIOT
POWERFLEET INC
+$8.0M
1,497,088
增持
TREX
TREX CO INC COM
+$7.5M
415,939
+1%
增持
MYGN
MYRIAD GENETICS INC COM
+$6.9M
2,077,293
+6%
减持
INTU
INTUIT COM
-$5.6M
204,436
-8%
增持
SNA
SNAP ON INC COM
+$5.4M
361,519
+3%
增持
SMTC
SEMTECH CORP COM
+$4.7M
562,869
+14%
增持
SFIX
STITCH FIX INC COM CL A
-$4.4M
6,876,897
+9%
减持
STRA
STRATEGIC ED INC COM
+$4.0M
448,179
-3%
增持
—
SURMODICS INC COM
-$3.0M
659,175
+7%
减持
—
ROYAL CARIBBEAN GROUP
+$2.7M
599,520
-4%
增持
LUNA
LUNA INNOVATIONS INC
-$2.7M
903,468
+7%
增持
—
KORNIT DIGITAL LTD SHS
+$2.6M
1,948,604
+14%
增持
IPGP
IPG PHOTONICS CORP COM
-$2.4M
480,184
+13%
减持
SNBRQ
SLEEP NUMBER CORPORATION
-$2.4M
15,994
-91%
增持
GNRC
GENERAC HLDGS INC COM
+$2.2M
358,713
+8%
减持
ADSK
AUTODESK INC COM
+$2.2M
349,500
-4%
清仓
IWP
ISHARES TR RUS MD CP GR ETF
-$2.1M
0
-100%
增持
UAA
UNDER ARMOUR INC CL A
+$2.0M
5,341,912
+25%
增持
DLB
DOLBY LABORATORIES INC COM CL
-$1.6M
1,391,771
+1%
增持
—
EVERBRIDGE INC COM
+$1.6M
129,942
+8%
减持
GGG
GRACO INC COM
+$1.6M
413,882
-3%
增持
EGAN
EGAIN CORP COM NEW
-$1.6M
1,128,090
+6%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
+$1.4M
1,569,157
+5%
增持
SPSC
SPS COMM INC COM
-$999.7K
170,171
+2%
增持
MTLS
MATERIALISE NV SPONSORED ADS
-$928.0K
1,591,676
+12%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$883.5K
1,255,937
+8%
增持
—
PROS HOLDINGS INC COM
-$752.4K
524,174
+3%
增持
ZUMZ
ZUMIEZ INC COM
-$720.9K
185,600
+7%
增持
CEVA
CEVA INC COM
+$717.6K
486,670
+7%
增持
CLB
CORE LABORATORIES INC
+$646.3K
815,757
+8%
减持
LSTR
LANDSTAR SYS INC COM
-$642.0K
324,717
-1%
增持
—
CANTALOUPE INC
-$506.6K
1,586,830
+10%
增持
PRLB
PROTO LABS INC COM
+$500.4K
1,909,839
+10%
减持
PAYX
PAYCHEX INC COM
+$392.4K
141,615
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$333.4K
1,744,506
+0%
增持
—
CARA THERAPEUTICS INC COM
+$305.3K
1,815,058
+0%
建仓
VLO
VALERO ENERGY CORP COM
+$256.0K
1,500
建仓
CVX
CHEVRON CORP NEW COM
+$204.3K
1,295
增持
SRI
STONERIDGE INC COM
+$188.2K
239,480
+11%
增持
MLKN
MILLERKNOLL INC COM
-$103.3K
330,938
+6%
增持
MDXG
MIMEDX GROUP INC COM
-$62.3K
351,923
+11%
