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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 69 项
建仓 6
增持 50
减持 10
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
SUPER MICRO COMPUTER INC COM
-$829.5M
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC COM N
+$434.5M
1,043,469
增持
PLXS
PLEXUS CORP COM
+$78.8M
2,168,512
+3%
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
PSTG
PURE STORAGE INC CL A
-$68.0M
5,684,218
+3%
增持
SMTC
SEMTECH CORP COM
+$44.6M
2,609,984
+5%
增持
FND
FLOOR & DECOR HLDGS INC CL A
+$35.3M
1,183,669
+5%
增持
IDCC
INTERDIGITAL INC COM
+$33.0M
1,132,818
+4%
增持
LGIH
LGI HOMES INC COM
+$30.3M
939,504
+4%
增持
—
GARMIN LTD SHS
+$26.3M
1,401,004
+4%
增持
—
KORNIT DIGITAL LTD SHS
+$24.4M
2,113,832
+3%
增持
AKAM
AKAMAI TECHNOLOGIES COM
+$24.3M
1,499,760
+6%
增持
—
ARISTA NETWORKS INC COM
+$23.9M
613,192
+2%
增持
ALGN
ALIGN TECHNOLOGY INC
+$20.7M
753,026
+6%
减持
—
VIZIO HLDG CORP CL A COM
-$19.6M
1,576,110
-54%
建仓
DV
DOUBLEVERIFY HLDGS INC COM
+$19.5M
1,155,384
增持
MYGN
MYRIAD GENETICS INC COM
+$18.2M
2,527,435
+21%
增持
—
SOUTHWESTERN ENERGY CO COM
+$18.1M
31,570,774
+3%
增持
ALRM
ALARM COM HLDGS INC COM
-$15.1M
2,874,849
+6%
增持
UAA
UNDER ARMOUR INC CL A
+$15.0M
5,740,622
+6%
增持
SNA
SNAP ON INC COM
+$15.0M
381,119
+4%
增持
CLB
CORE LABORATORIES INC
+$14.3M
5,653,591
+27%
减持
—
SURMODICS INC COM
-$13.7M
276,876
-52%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$13.1M
1,819,855
+5%
增持
GNRC
GENERAC HLDGS INC COM
+$13.0M
385,584
+6%
增持
—
ROYAL CARIBBEAN GROUP
+$12.8M
591,552
+2%
增持
ADSK
AUTODESK INC COM
+$12.3M
357,581
+3%
增持
MLKN
MILLERKNOLL INC COM
+$12.3M
852,584
+157%
增持
ISRG
INTUITIVE SURGICAL INC
+$11.9M
248,208
+0%
增持
GNTX
GENTEX CORP COM
-$10.2M
4,493,914
+5%
增持
CGNX
COGNEX CORP COM
-$9.2M
3,751,807
+9%
增持
VSAT
VIASAT INC COM
+$9.0M
4,419,223
+28%
增持
STRA
STRATEGIC ED INC COM
-$7.2M
461,012
+2%
增持
POWI
POWER INTEGRATIONS INC COM
-$7.1M
2,111,663
+4%
增持
MSM
MSC INDL DIRECT INC CL A COM
+$7.1M
641,779
+6%
增持
CTRA
COTERRA ENERGY INC COM
-$7.0M
5,348,026
+6%
增持
AIOT
POWERFLEET INC COM
+$5.8M
8,913,708
+5%
建仓
FOXF
FOX FACTORY HLDG CORP COM
+$5.7M
138,393
增持
INTU
INTUIT COM
-$5.4M
197,805
+1%
减持
—
PROS HOLDINGS INC COM
-$5.4M
519,187
-1%
建仓
SSTI
SOUNDTHINKING INC COM
+$5.4M
461,961
增持
ZIP
ZIPRECRUITER INC CL A
+$5.3M
1,506,678
+52%
建仓
—
VERINT SYS INC COM
+$5.1M
200,673
增持
GGG
GRACO INC COM
+$4.6M
419,942
+3%
清仓
—
EVERBRIDGE INC COM
-$4.5M
0
-100%
增持
PAYX
PAYCHEX INC COM
+$4.1M
154,915
+10%
增持
LSTR
LANDSTAR SYS INC COM
+$3.2M
326,921
+3%
增持
TREX
TREX CO INC COM
-$3.0M
413,301
+0%
减持
CEVA
CEVA INC COM
+$2.2M
476,254
-1%
增持
THRM
GENTHERM INC COM
-$2.1M
1,169,671
+2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$2.1M
327,685
+5%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
+$2.0M
1,556,040
-1%
增持
IPGP
IPG PHOTONICS CORP COM
-$1.7M
534,833
+9%
减持
EGAN
EGAIN CORP COM NEW
-$1.4M
1,117,097
-1%
减持
CHRS
COHERUS BIOSCIENCES INC COM
-$1.4M
766,308
-39%
增持
—
CANTALOUPE INC COM
+$1.3M
1,608,375
+0%
增持
PGNY
PROGYNY INC COM
-$1.3M
826,726
+56%
增持
DLB
DOLBY LABORATORIES INC COM CL
+$1.1M
1,466,212
+5%
增持
SRI
STONERIDGE INC COM
-$1.1M
247,196
+3%
减持
SPSC
SPS COMM INC COM
+$1.0M
168,644
-0%
增持
—
INMODE LTD SHS
-$984.3K
808,149
+0%
增持
MTLS
MATERIALISE NV SPONSORED ADS
+$793.3K
1,601,641
+1%
增持
MDXG
MIMEDX GROUP INC COM
-$343.5K
355,387
+1%
减持
ZUMZ
ZUMIEZ INC COM
+$298.7K
183,851
-1%
增持
PRLB
PROTO LABS INC COM
+$279.4K
2,056,593
+6%
增持
SFIX
STITCH FIX INC COM CL A
+$244.9K
13,734,485
+48%
建仓
AMZN
AMAZON COM INC COM
+$234.8K
1,260
清仓
CVX
CHEVRON CORP NEW COM
-$202.6K
0
-100%
减持
—
CARA THERAPEUTICS INC COM
-$156.6K
1,113,043
-42%
增持
AVGO
BROADCOM INC COM
+$102.5K
1,916
+1249%
