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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 63 项
建仓 2
增持 6
减持 53
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SMCI
SUPER MICRO COMPUTER INC COM N
-$168.5M
4,987,159
-48%
减持
PLXS
PLEXUS CORP COM
+$68.9M
1,494,619
-6%
减持
VSAT
VIASAT INC COM
+$55.1M
5,660,688
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。
-4%
减持
PSTG
EVERPURE INC CL A
-$52.6M
4,666,777
-5%
减持
CTRA
COTERRA ENERGY INC COM
+$46.3M
6,395,098
-6%
减持
CGNX
COGNEX CORP COM
+$44.2M
4,322,075
-7%
减持
SFIX
STITCH FIX INC COM CL A
-$40.2M
18,738,180
-4%
减持
SMTC
SEMTECH CORP COM
-$36.8M
2,206,748
-21%
减持
IT
GARTNER INC COM
-$36.4M
338,893
-5%
减持
AKAM
AKAMAI TECHNOLOGIES COM
+$35.7M
1,658,792
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$33.3M
1,245,822
-30%
减持
ALRM
ALARM COM HLDGS INC COM
-$33.2M
3,268,986
-4%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$33.0M
1,810,993
-7%
减持
SPSC
SPS COMM INC COM
-$30.1M
810,938
-4%
减持
POWI
POWER INTEGRATIONS INC COM
+$29.2M
1,959,172
-2%
减持
GNRC
GENERAC HLDGS INC COM
+$27.9M
580,928
-7%
减持
IDCC
INTERDIGITAL INC COM
-$25.8M
556,788
-9%
减持
—
GARMIN LTD SHS
+$25.0M
1,331,441
-5%
建仓
DT
DYNATRACE INC NEW
+$24.4M
658,723
减持
ADSK
AUTODESK INC COM
-$23.1M
301,757
-6%
减持
INTU
INTUIT COM
-$21.8M
87,126
-3%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$21.3M
290,226
-5%
减持
EXE
EXPAND ENERGY CORPORATION COM
-$20.9M
2,373,302
-7%
减持
IPGP
IPG PHOTONICS CORP COM
+$20.0M
528,737
-7%
建仓
GTLB
GITLAB, INC
+$19.7M
909,547
减持
AIOT
POWERFLEET INC
-$19.6M
7,316,172
-8%
减持
CELH
CELSIUS HLDGS INC COM NEW
-$18.8M
1,437,651
-6%
增持
—
MONDAY.COM LTD
+$17.1M
403,888
+454%
减持
ZIP
ZIPRECRUITER INC CL A
-$17.1M
4,216,601
-34%
减持
FND
FLOOR & DECOR HLDGS INC CL A
-$14.4M
1,091,841
-5%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP CL A
-$14.0M
6,153,472
+12%
减持
ISRG
INTUITIVE SURGICAL INC
-$13.2M
106,961
-3%
减持
GNTX
GENTEX CORP COM
-$13.0M
4,519,708
-6%
减持
TREX
TREX CO INC COM
-$10.6M
678,357
-33%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$10.1M
1,267,783
-6%
减持
MDXG
MIMEDX GROUP INC COM
-$7.5M
639,066
-57%
减持
PRLB
PROTO LABS INC COM
+$7.1M
2,497,355
-7%
减持
WEAV
WEAVE COMMUNICATIONS INC COM
-$7.0M
2,276,381
-2%
减持
PGNY
PROGYNY INC COM
-$6.2M
574,566
-8%
减持
—
SHARKNINJA INC COM SHS
-$5.7M
427,429
-6%
减持
GEOS
GEOSPACE TECHNOLOGIES CORP COM
-$5.7M
1,101,426
-3%
增持
DV
DOUBLEVERIFY HLDGS INC COM
-$5.6M
3,908,101
+5%
增持
YETI
YETI HLDGS INC COM
+$4.9M
293,840
+121%
减持
ALGN
ALIGN TECHNOLOGY INC
+$4.8M
775,826
-5%
减持
CEVA
CEVA INC COM
-$4.7M
450,484
-26%
减持
PAYX
PAYCHEX INC COM
-$4.0M
143,000
-7%
减持
EGAN
EGAIN CORP COM NEW
-$2.4M
912,349
-2%
减持
MLKN
MILLERKNOLL INC COM
-$2.2M
498,550
-3%
增持
LGIH
LGI HOMES INC COM
-$2.0M
721,601
+1%
减持
—
GLOBANT SA
-$1.7M
81,927
-3%
减持
GGG
GRACO INC COM
-$1.7M
327,401
-9%
减持
SNA
SNAP ON INC COM
-$1.1M
307,848
-6%
减持
MTLS
MATERIALISE NV SPONSORED ADS
-$906.0K
1,135,387
-3%
减持
SSD
SIMPSON MFG INC COM
-$562.0K
241,565
-7%
减持
—
INMODE LTD SHS
-$509.9K
266,477
-6%
清仓
MSFT
MICROSOFT CORP COM
-$325.0K
0
-100%
减持
—
KORNIT DIGITAL LTD SHS
+$323.1K
2,998,670
-1%
清仓
AVGO
BROADCOM INC COM
-$309.1K
0
-100%
增持
SSTI
SOUNDTHINKING INC COM
-$272.8K
196,468
+0%
减持
SRI
STONERIDGE INC COM
-$229.3K
197,087
-3%
减持
AAPL
APPLE INC COM
-$165.5K
992
-35%
减持
AXGN
AXOGEN INC COM
-$95.2K
196,565
-3%
减持
CLB
CORE LABORATORIES INC
+$68.5K
4,937,115
-4%
