Disciplined Growth Investors Inc reported 58 positions worth $5.91B for the quarter ended Jun 30, 2026, up 26.7% on the prior quarter. It opened 3 new positions, added to 27, trimmed 27 and exited 5. Its largest holding is Plexus Corp at 7.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DVN Devon Energy Corp | +4.22M | – | $174.35M | 2.95% |
| SPSC Sps Commerce Inc | +1.31M | +161.9% | $75.06M | 2.06% |
| GTLB Gitlab Inc. | +2.40M | +263.7% | $73.24M | 1.71% |
| DV DoubleVerify Holdings, Inc. | +5.78M | +147.9% | $62.67M | 1.78% |
| MNDY monday.com Ltd. | +859.4K | +212.8% | $62.22M | 1.55% |
| SN SharkNinja, Inc. | +288.3K | +67.4% | $43.90M | 1.85% |
| VEEV Veeva Systems Inc | +141.0K | – | $25.02M | 0.424% |
| PGNY Progyny, Inc. | +607.1K | +105.7% | $17.50M | 0.577% |
| ALRM Alarm.com Holdings, Inc. | +316.6K | +9.7% | $14.79M | 2.84% |
| ZETA Zeta Global Holdings Corp. | +607.7K | +9.9% | $11.96M | 2.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SMTC Semtech Corp | -1.25M | -56.7% | $202.59M | 2.62% |
| VSAT Viasat Inc | -918.9K | -16.2% | $82.52M | 7.21% |
| MCHP Microchip Technology Inc | -767.4K | -61.6% | $69.98M | 0.739% |
| SMCI Super Micro Computer, Inc. | -2.32M | -46.6% | $68.16M | 1.32% |
| CLB Core Laboratories Inc. | -1.89M | -38.4% | $22.08M | 0.6% |
| PLXS Plexus Corp | -53.7K | -3.6% | $16.14M | 7.34% |
| GEOS Geospace Technologies Corp | -1.10M | -100.0% | $13.44M | Exited |
| IDCC InterDigital, Inc. | -46.7K | -8.4% | $13.22M | 2.45% |
| CGNX Cognex Corp | -182.4K | -4.2% | $13.21M | 5.08% |
| PRLB Proto Labs Inc | -116.8K | -4.7% | $9.52M | 3.29% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLXS Plexus Corp | Technology | 1.44M | $433.25M | 7.34% | -53.7K | -3.6% | Reduced | 5.39% |
| 2 | VSAT Viasat Inc | Communication Services | 4.74M | $425.86M | 7.21% | -918.9K | -16.2% | Reduced | 3.44% |
| 3 | P Everpure, Inc. | Technology | 4.65M | $366.12M | 6.2% | -20.1K | -0.4% | Reduced | 1.4% |
| 4 | GRMN Garmin Ltd | Technology | 1.33M | $315.18M | 5.34% | -4,609 | -0.3% | Reduced | 0.69% |
| 5 | ANET Arista Networks, Inc. | Technology | 1.79M | $303.80M | 5.14% | -22.7K | -1.3% | Reduced | 0.14% |
| 6 | CGNX Cognex Corp | Industrials | 4.14M | $299.80M | 5.08% | -182.4K | -4.2% | Reduced | 2.49% |
| 7 | EXE EXPAND ENERGY Corp | Energy | 2.35M | $214.02M | 3.62% | -26.4K | -1.1% | Reduced | 0.99% |
| 8 | PRLB Proto Labs Inc | Industrials | 2.38M | $194.04M | 3.29% | -116.8K | -4.7% | Reduced | 9.93% |
| 9 | AKAM Akamai Technologies Inc | Technology | 1.64M | $193.30M | 3.27% | -23.6K | -1.4% | Reduced | 1.13% |
| 10 | DVN Devon Energy Corp | Energy | 4.22M | $174.35M | 2.95% | +4.22M | – | New | 0.38% |
| 11 | ALRM Alarm.com Holdings, Inc. | Technology | 3.59M | $167.52M | 2.84% | +316.6K | +9.7% | Added | 7.27% |
| 12 | GNRC Generac Holdings Inc. | Industrials | 558.6K | $163.55M | 2.77% | -22.4K | -3.8% | Reduced | 0.95% |
| 13 | POWI Power Integrations Inc | Technology | 1.89M | $158.46M | 2.68% | -67.3K | -3.4% | Reduced | 3.39% |
| 14 | SMTC Semtech Corp | Technology | 955.0K | $154.57M | 2.62% | -1.25M | -56.7% | Reduced | 1.03% |
| 15 | IDCC InterDigital, Inc. | Technology | 510.1K | $144.42M | 2.45% | -46.7K | -8.4% | Reduced | 1.97% |
Tip. Select a row to see that position’s full history at Disciplined Growth Investors.
As of its Q2 2026 13F filing, Disciplined Growth Investors Inc’s five largest positions were Plexus Corp (PLXS) at 7.3%, Viasat Inc (VSAT) at 7.2%, Everpure, Inc. (P) at 6.2%, Garmin Ltd (GRMN) at 5.3%, Arista Networks, Inc. (ANET) at 5.1% of the reported portfolio.
Disciplined Growth Investors Inc reported a 13F portfolio worth $5.91B across 58 positions for Q2 2026. That is up 26.7% from the previous quarter.
Its largest purchases by value were Devon Energy Corp ($174.35M), Sps Commerce Inc ($75.06M), Gitlab Inc. ($73.24M). It opened 3 new positions.
Its largest sales by value were Semtech Corp ($202.59M), Viasat Inc ($82.52M), Microchip Technology Inc ($69.98M). It exited 5 positions entirely.
From the Form 13F-HR reports Disciplined Growth Investors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.