13F Insight
DOSSIER · 13F-HR · Q1 2026

DISCIPLINED GROWTH INVESTORS INC /MN

DISCIPLINED GROWTH INVESTORS /MN's asset manager based in Chicago, IL — $4.9B in tracked AUM across 61 positions as of Q1 2026.

DG
DISCIPLINED GROWTH INVESTORS /MN·Chicago, IL·Asset Manager
CIK 0001050442 · last filed Mar 31, 2026
Total AUM
$4.9B
▲ 0.3%
vs prior
Holdings
61
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Disciplined Growth Investors Inc /MN for the period ending September 30, 2025, here is a comprehensive analysis.

1. Portfolio Overview

The filing reveals a period of significant portfolio restructuring and substantial capital reduction. The total portfolio value contracted by 49.9%, decreasing from $5.23 billion in the previous quarter (June 30, 2025) to $2.62 billion. This drastic reduction in Assets Under Management (AUM) suggests either large...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
H2906T109
GARMIN LTD SHS
$309M1.3M6.3%
02
PLXS
PLEXUS CORP COM
$303M1.5M6.2%
03
PSTG
EVERPURE INC CL A
$276M4.7M5.6%
04
EXE
EXPAND ENERGY CORPORATION COM
$261M2.4M5.3%
05
VSAT
VIASAT INC COM
$259M5.7M5.3%
06
CTRA
COTERRA ENERGY INC COM
$225M6.4M4.6%
07
ANET
ARISTA NETWORKS INC COM SHS
$222M1.8M4.6%
08
CGNX
COGNEX CORP COM
$212M4.3M4.3%
09
AKAM
AKAMAI TECHNOLOGIES COM
$191M1.7M3.9%
10
SMTC
SEMTECH CORP COM
$170M2.2M3.5%

Filing history

Filing history loading…