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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 65 项
建仓 1
增持 42
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC COM
-$200.1M
1,012,405
-1%
增持
CLB
CORE LABORATORIES INC
+$76.6M
4,460,720
+447%
减持
PSTG
PURE STORAGE INC CL A
+$61.3M
5,506,659
-2%
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
ALGN
ALIGN TECHNOLOGY INC
-$60.0M
707,542
+1%
增持
SMTC
SEMTECH CORP COM
+$59.1M
2,494,985
+343%
减持
—
ARISTA NETWORKS INC COM
+$33.2M
603,236
-2%
增持
FND
FLOOR & DECOR HLDGS INC CL A
-$31.9M
1,123,830
+1%
清仓
—
MIX TELEMATICS LTD SPONSORED A
-$31.8M
0
-100%
增持
AIOT
POWERFLEET INC
+$30.8M
8,480,386
+466%
增持
—
SOUTHWESTERN ENERGY CO COM
-$25.7M
30,664,072
+0%
增持
AKAM
AKAMAI TECHNOLOGIES COM
-$24.8M
1,411,028
+1%
增持
LGIH
LGI HOMES INC COM
-$22.6M
906,198
+2%
增持
SFIX
STITCH FIX INC COM CL A
+$20.3M
9,273,817
+35%
增持
PLXS
PLEXUS CORP COM
+$18.3M
2,109,047
+0%
增持
VSAT
VIASAT INC COM
-$17.9M
3,449,281
+1%
减持
—
GARMIN LTD SHS
+$17.4M
1,352,359
-1%
增持
CGNX
COGNEX CORP COM
+$17.0M
3,445,894
+1%
增持
ALRM
ALARM COM HLDGS INC COM
-$12.7M
2,710,998
+6%
增持
IDCC
INTERDIGITAL INC COM
+$12.2M
1,092,927
+1%
增持
SNA
SNAP ON INC COM
-$11.7M
365,040
+1%
减持
TREX
TREX CO INC COM
-$11.0M
411,580
-1%
增持
MSM
MSC INDL DIRECT INC CL A COM
-$9.7M
606,702
+2%
增持
THRM
GENTHERM INC COM
-$9.0M
1,146,620
+1%
减持
—
ROYAL CARIBBEAN GROUP
+$8.8M
578,032
-4%
增持
GNTX
GENTEX CORP COM
-$8.7M
4,259,831
+1%
增持
PRLB
PROTO LABS INC COM
-$8.2M
1,946,349
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$7.8M
247,347
-3%
增持
MYGN
MYRIAD GENETICS INC COM
+$6.8M
2,087,328
+0%
增持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$6.6M
1,570,762
+0%
减持
GGG
GRACO INC COM
-$6.5M
406,066
-2%
增持
DLB
DOLBY LABORATORIES INC COM CL
-$5.5M
1,402,623
+1%
增持
—
KORNIT DIGITAL LTD SHS
-$5.1M
2,060,575
+6%
减持
—
SURMODICS INC COM
+$5.1M
580,566
-12%
减持
ADSK
AUTODESK INC COM
-$4.8M
348,220
-0%
增持
CTRA
COTERRA ENERGY INC COM
-$4.7M
5,063,920
+1%
增持
PGNY
PROGYNY INC COM
-$4.7M
528,412
+2%
减持
INTU
INTUIT COM
-$4.6M
195,165
-5%
减持
—
PROS HOLDINGS INC COM
-$4.0M
523,456
-0%
减持
LSTR
LANDSTAR SYS INC COM
-$4.0M
317,546
-2%
减持
POWI
POWER INTEGRATIONS INC COM
-$3.3M
2,030,902
-0%
增持
UAA
UNDER ARMOUR INC CL A
-$3.3M
5,412,643
+1%
增持
STRA
STRATEGIC ED INC COM
+$3.2M
450,928
+1%
增持
GNRC
GENERAC HLDGS INC COM
+$3.0M
365,008
+2%
清仓
LUNA
LUNA INNOVATIONS INC
-$2.9M
0
-100%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$2.9M
310,695
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$2.7M
1,740,382
-0%
增持
ZIP
ZIPRECRUITER INC CL A
-$2.4M
990,002
+0%
增持
—
INMODE LTD SHS
-$2.2M
804,958
+3%
增持
IPGP
IPG PHOTONICS CORP COM
-$2.1M
490,959
+2%
减持
CEVA
CEVA INC COM
-$1.8M
480,764
-1%
增持
—
CARA THERAPEUTICS INC COM
-$1.2M
1,935,718
+7%
增持
CHRS
COHERUS BIOSCIENCES INC COM
-$826.9K
1,257,089
+0%
增持
ZUMZ
ZUMIEZ INC COM
+$798.0K
185,693
+0%
减持
PAYX
PAYCHEX INC COM
-$690.9K
140,852
-1%
增持
SRI
STONERIDGE INC COM
-$586.7K
239,929
+0%
增持
MLKN
MILLERKNOLL INC COM
+$581.2K
331,266
+0%
增持
—
VIZIO HLDG CORP CL A COM
-$442.6K
3,440,920
+0%
增持
MTLS
MATERIALISE NV SPONSORED ADS
-$420.4K
1,593,552
+0%
增持
—
CANTALOUPE INC
+$365.0K
1,601,261
+1%
减持
SPSC
SPS COMM INC COM
+$273.6K
168,677
-1%
增持
MDXG
MIMEDX GROUP INC COM
-$265.9K
352,650
+0%
清仓
SNBRQ
SLEEP NUMBER CORPORATION
-$256.4K
0
-100%
建仓
AVGO
BROADCOM INC COM
+$228.0K
142
增持
EGAN
EGAIN CORP COM NEW
-$150.2K
1,129,323
+0%
减持
—
EVERBRIDGE INC COM
-$34.9K
128,350
-1%
