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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 68 项
建仓 2
增持 25
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
EXE
EXPAND ENERGY CORPORATION COM
+$272.5M
2,736,972
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$265.9M
2,405,303
清仓
—
ARISTA NETWORKS INC COM
-$235.4M
0
-100%
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。
清仓
—
SOUTHWESTERN ENERGY CO COM
-$224.5M
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC COM N
-$209.2M
7,390,816
+608%
减持
PSTG
PURE STORAGE INC CL A
+$60.2M
5,629,496
-1%
减持
IDCC
INTERDIGITAL INC COM
+$55.6M
1,114,983
-2%
增持
SMTC
SEMTECH CORP COM
+$47.4M
2,692,955
+3%
增持
—
GARMIN LTD SHS
+$46.3M
1,420,035
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$38.9M
1,869,452
+3%
增持
MYGN
MYRIAD GENETICS INC COM
-$34.2M
2,556,579
+1%
减持
PLXS
PLEXUS CORP COM
-$34.0M
1,677,113
-23%
增持
SFIX
STITCH FIX INC COM CL A
+$32.4M
16,509,280
+20%
减持
—
ROYAL CARIBBEAN GROUP
+$29.7M
583,402
-1%
减持
LGIH
LGI HOMES INC COM
-$28.2M
930,262
-1%
增持
FND
FLOOR & DECOR HLDGS INC CL A
-$27.7M
1,196,282
+1%
增持
ALGN
ALIGN TECHNOLOGY INC
-$27.3M
787,596
+5%
增持
PRLB
PROTO LABS INC COM
+$24.6M
2,173,699
+6%
增持
SNA
SNAP ON INC COM
+$24.1M
396,105
+4%
增持
ALRM
ALARM COM HLDGS INC COM
+$21.7M
2,941,556
+2%
减持
VSAT
VIASAT INC COM
-$19.2M
3,938,494
-11%
清仓
—
VIZIO HLDG CORP CL A COM
-$17.6M
0
-100%
增持
CGNX
COGNEX CORP COM
-$15.4M
3,806,550
+1%
增持
CTRA
COTERRA ENERGY INC COM
+$15.2M
5,612,080
+5%
减持
MLKN
MILLERKNOLL INC COM
-$12.8M
366,775
-57%
减持
AIOT
POWERFLEET INC
+$11.3M
8,387,851
-6%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$10.2M
329,199
+0%
减持
CLB
CORE LABORATORIES INC
-$9.5M
5,503,651
-3%
减持
—
INMODE LTD SHS
-$8.6M
303,779
-62%
减持
—
KORNIT DIGITAL LTD SHS
+$7.7M
2,013,833
-5%
增持
MSM
MSC INDL DIRECT INC CL A COM
-$7.3M
642,144
+0%
增持
DLB
DOLBY LABORATORIES INC COM CL
+$7.2M
1,528,838
+4%
增持
THRM
GENTHERM INC COM
-$7.0M
1,187,316
+2%
减持
ZIP
ZIPRECRUITER INC CL A
-$7.0M
1,010,084
-33%
减持
ADSK
AUTODESK INC COM
+$6.7M
355,801
-0%
减持
POWI
POWER INTEGRATIONS INC COM
-$5.8M
2,099,892
-1%
增持
LSTR
LANDSTAR SYS INC COM
-$5.5M
327,459
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$5.2M
243,644
-2%
减持
SPSC
SPS COMM INC COM
-$4.3M
154,794
-8%
增持
GNTX
GENTEX CORP COM
+$4.0M
4,782,808
+6%
清仓
ZUMZ
ZUMIEZ INC COM
-$3.9M
0
-100%
增持
DV
DOUBLEVERIFY HLDGS INC COM
+$3.4M
1,190,599
+3%
减持
—
CANTALOUPE INC COM
+$3.0M
1,570,398
-2%
增持
PAYX
PAYCHEX INC COM
+$2.7M
167,190
+8%
减持
CEVA
CEVA INC COM
+$2.6M
447,916
-6%
增持
AKAM
AKAMAI TECHNOLOGIES COM
+$2.6M
1,610,018
+7%
减持
PGNY
PROGYNY INC COM
-$2.5M
659,987
-20%
增持
GNRC
GENERAC HLDGS INC COM
+$2.4M
410,697
+7%
减持
MTLS
MATERIALISE NV SPONSORED ADS
+$2.2M
1,559,900
-3%
减持
STRA
STRATEGIC ED INC COM
-$2.0M
435,530
-6%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$1.8M
1,425,514
-8%
增持
UAA
UNDER ARMOUR INC CL A
-$1.7M
5,973,188
+4%
减持
—
SURMODICS INC COM
-$1.6M
229,584
-17%
减持
FOXF
FOX FACTORY HLDG CORP COM
-$1.6M
135,426
-2%
减持
GGG
GRACO INC COM
-$1.5M
417,722
-1%
减持
SRI
STONERIDGE INC COM
-$1.3M
226,545
-8%
减持
TREX
TREX CO INC COM
-$1.3M
379,237
-8%
减持
MDXG
MIMEDX GROUP INC COM
+$1.2M
347,946
-2%
减持
—
PROS HOLDINGS INC COM
+$1.2M
492,999
-5%
减持
INTU
INTUIT COM
-$771.5K
194,217
-2%
增持
IPGP
IPG PHOTONICS CORP COM
+$691.8K
556,114
+4%
减持
EGAN
EGAIN CORP COM NEW
+$592.7K
1,009,621
-10%
减持
SSTI
SOUNDTHINKING INC COM
+$518.7K
449,683
-3%
清仓
—
CARA THERAPEUTICS INC COM
-$342.8K
0
-100%
减持
—
VERINT SYS INC COM
+$233.6K
193,686
-3%
清仓
VLO
VALERO ENERGY CORP COM
-$202.5K
0
-100%
减持
AVGO
BROADCOM INC COM
-$50.9K
1,206
-37%
减持
CHRS
COHERUS BIOSCIENCES INC COM
-$14.9K
566,746
-26%
