Mga Batayang Estadistika
| Nilai Portofolio | $ 5,229,335,628 |
| Posisi Saat Ini | 64 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Disciplined Growth Investors Inc /mn telah mengungkapkan total kepemilikan 64 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 5,229,335,628 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Disciplined Growth Investors Inc /mn adalah Super Micro Computer, Inc. (US:SMCI) , Pure Storage, Inc. (US:PSTG) , Expand Energy Corporation (US:EXE) , Garmin Ltd. (US:GRMN) , and Plexus Corp. (US:PLXS) . Posisi baru Disciplined Growth Investors Inc /mn meliputi: SharkNinja, Inc. (US:SN) , Axogen, Inc. (US:AXGN) , . Industri unggulan Disciplined Growth Investors Inc /mn adalah "Petroleum Refining And Related Industries" (sic 29) , "Stone, Clay, Glass, And Concrete Products" (sic 32) , and "Building Materials, Hardware, Garden Supply, And Mobile Home Dealers" (sic 52) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 9.73 | 476.91 | 9.1198 | 3.2027 | |
| 2.03 | 207.85 | 3.9747 | 1.3825 | |
| 5.46 | 314.25 | 6.0093 | 0.9835 | |
| 0.47 | 46.05 | 0.8806 | 0.8806 | |
| 2.61 | 183.75 | 3.5138 | 0.8611 | |
| 0.43 | 57.86 | 1.1064 | 0.7008 | |
| 5.85 | 85.34 | 1.6319 | 0.5431 | |
| 2.89 | 130.66 | 2.4986 | 0.5203 | |
| 3.17 | 34.88 | 0.6669 | 0.3441 | |
| 0.84 | 159.98 | 3.0593 | 0.3066 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 6.91 | 175.39 | 3.3540 | -0.8003 | |
| 0.75 | 4.00 | 0.0766 | -0.7925 | |
| 0.11 | 82.80 | 1.5835 | -0.6912 | |
| 1.42 | 296.25 | 5.6652 | -0.6899 | |
| 0.96 | 215.40 | 4.1191 | -0.5209 | |
| 5.44 | 62.68 | 1.1986 | -0.5052 | |
| 0.86 | 44.33 | 0.8477 | -0.4372 | |
| 0.39 | 121.11 | 2.3159 | -0.4344 | |
| 1.54 | 114.27 | 2.1852 | -0.3861 | |
| 2.62 | 306.70 | 5.8651 | -0.3087 |
Pengajuan 13D/G
Ini adalah daftar pengajuan 13D dan 13G yang dibuat dalam setahun terakhir (jika ada). Klik ikon tautan untuk melihat riwayat transaksi lengkap. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup.
| Tanggal File | Formulir | Keamanan | Sebelumnya Saham |
Saat ini Saham |
ΔPersentase Saham | % Kepemilikan |
% ΔKepemilikan | |
|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | ALRM / Alarm.com Holdings, Inc. | 3,389,343 | 3,491,824 | 3.02 | 7.00 | 2.94 | ||
| 2025-08-14 | AIOT / PowerFleet, Inc. | 8,100,937 | 8,049,058 | -0.64 | 6.00 | -1.64 | ||
| 2025-08-14 | MYGN / Myriad Genetics, Inc. | 4,292,976 | 753,956 | -82.44 | 0.80 | -84.31 | ||
| 2025-08-14 | PRLB / Proto Labs, Inc. | 2,670,718 | 2,722,011 | 1.92 | 11.40 | 1.79 | ||
| 2025-08-14 | GEOS / Geospace Technologies Corporation | 1,268,330 | 1,244,769 | -1.86 | 9.70 | -2.02 | ||
| 2025-08-14 | SFIX / Stitch Fix, Inc. | 18,697,233 | 18,565,002 | -0.71 | 16.30 | -1.81 | ||
| 2025-08-14 | ZIP / ZipRecruiter, Inc. | 4,508,331 | 6.10 | |||||
| 2025-08-14 | CLB / Core Laboratories Inc. | 5,491,722 | 5,440,884 | -0.93 | 11.60 | -0.85 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| SMCI / Super Micro Computer, Inc. | 9.73 | 16.54 | 476.91 | 66.81 | 9.1198 | 3.2027 | |||
| PSTG / Pure Storage, Inc. | 5.46 | -0.50 | 314.25 | 29.41 | 6.0093 | 0.9835 | |||
| EXE / Expand Energy Corporation | 2.62 | -2.12 | 306.70 | 2.82 | 5.8651 | -0.3087 | |||
| GRMN / Garmin Ltd. | 1.42 | 0.37 | 296.25 | -3.52 | 5.6652 | -0.6899 | |||
| PLXS / Plexus Corp. | 1.65 | -0.29 | 222.79 | 5.30 | 4.2604 | -0.1187 | |||
| IDCC / InterDigital, Inc. | 0.96 | -11.41 | 215.40 | -3.92 | 4.1191 | -0.5209 | |||
| ANET / Arista Networks Inc | 2.03 | 25.68 | 207.85 | 65.96 | 3.9747 | 1.3825 | |||
| ALRM / Alarm.com Holdings, Inc. | 3.49 | 3.02 | 197.53 | 4.73 | 3.7774 | -0.1264 | |||
| MCHP / Microchip Technology Incorporated | 2.61 | -1.37 | 183.75 | 43.36 | 3.5138 | 0.8611 | |||
| CTRA / Coterra Energy Inc. | 6.91 | -0.50 | 175.39 | -12.62 | 3.3540 | -0.8003 | |||
| ALGN / Align Technology, Inc. | 0.84 | 0.93 | 159.98 | 20.28 | 3.0593 | 0.3066 | |||
| CGNX / Cognex Corporation | 4.77 | 0.87 | 151.26 | 7.26 | 2.8926 | -0.0263 | |||
| AKAM / Akamai Technologies, Inc. | 1.84 | -0.63 | 146.66 | -1.54 | 2.8046 | -0.2783 | |||
| SMTC / Semtech Corporation | 2.89 | 4.17 | 130.66 | 36.70 | 2.4986 | 0.5203 | |||
| SNA / Snap-on Incorporated | 0.39 | -1.30 | 121.11 | -8.87 | 2.3159 | -0.4344 | |||
| POWI / Power Integrations, Inc. | 2.06 | -0.76 | 115.20 | 9.85 | 2.2030 | 0.0325 | |||
| DLB / Dolby Laboratories, Inc. | 1.54 | -0.53 | 114.27 | -8.02 | 2.1852 | -0.3861 | |||
| PRLB / Proto Labs, Inc. | 2.72 | 1.92 | 108.99 | 16.46 | 2.0842 | 0.1473 | |||
| GNTX / Gentex Corporation | 4.92 | -0.08 | 108.25 | -5.70 | 2.0700 | -0.3057 | |||
| ADSK / Autodesk, Inc. | 0.34 | -0.84 | 105.52 | 17.25 | 2.0178 | 0.1552 | |||
| GNRC / Generac Holdings Inc. | 0.64 | -0.49 | 91.73 | 12.52 | 1.7541 | 0.0669 | |||
| FND / Floor & Decor Holdings, Inc. | 1.17 | -1.27 | 88.59 | -6.80 | 1.6941 | -0.2732 | |||
| VSAT / Viasat, Inc. | 5.85 | 15.77 | 85.34 | 62.22 | 1.6319 | 0.5431 | |||
| INTU / Intuit Inc. | 0.11 | -41.27 | 82.80 | -24.66 | 1.5835 | -0.6912 | |||
| TTWO / Take-Two Interactive Software, Inc. | 0.32 | -0.61 | 77.91 | 16.46 | 1.4898 | 0.1052 | |||
| SFIX / Stitch Fix, Inc. | 18.57 | -0.71 | 68.69 | 13.04 | 1.3136 | 0.0559 | |||
| CLB / Core Laboratories Inc. | 5.44 | -0.93 | 62.68 | -23.86 | 1.1986 | -0.5052 | |||
| ISRG / Intuitive Surgical, Inc. | 0.11 | -15.19 | 62.06 | -6.95 | 1.1868 | -0.1935 | |||
| TREX / Trex Company, Inc. | 1.09 | -0.58 | 59.17 | -6.94 | 1.1314 | -0.1845 | |||
| SPSC / SPS Commerce, Inc. | 0.43 | 187.97 | 57.86 | 195.27 | 1.1064 | 0.7008 | |||
| SN / SharkNinja, Inc. | 0.47 | 46.05 | 0.8806 | 0.8806 | |||||
| LGIH / LGI Homes, Inc. | 0.86 | -7.87 | 44.33 | -28.60 | 0.8477 | -0.4372 | |||
| LSTR / Landstar System, Inc. | 0.31 | -0.27 | 43.07 | -7.69 | 0.8235 | -0.1421 | |||
| SSD / Simpson Manufacturing Co., Inc. | 0.27 | -0.50 | 41.25 | -1.62 | 0.7888 | -0.0790 | |||
| IPGP / IPG Photonics Corporation | 0.58 | -0.25 | 39.81 | 8.46 | 0.7614 | 0.0016 | |||
| KRNT / Kornit Digital Ltd. | 1.98 | -0.10 | 39.47 | 4.24 | 0.7548 | -0.0289 | |||
| UAA / Under Armour, Inc. | 5.28 | -14.02 | 36.03 | -6.04 | 0.6891 | -0.1047 | |||
| CTLP / Cantaloupe, Inc. | 3.17 | 60.14 | 34.88 | 123.63 | 0.6669 | 0.3441 | |||
| AIOT / PowerFleet, Inc. | 8.05 | -0.64 | 34.69 | -22.00 | 0.6634 | -0.2571 | |||
| GGG / Graco Inc. | 0.40 | -1.16 | 34.33 | 1.75 | 0.6565 | -0.0418 | |||
| CELH / Celsius Holdings, Inc. | 0.72 | -0.63 | 33.25 | 29.41 | 0.6358 | 0.1041 | |||
| DV / DoubleVerify Holdings, Inc. | 2.03 | -0.86 | 30.42 | 11.01 | 0.5816 | 0.0146 | |||
| PAYX / Paychex, Inc. | 0.16 | -2.30 | 22.99 | -7.88 | 0.4397 | -0.0769 | |||
| ZIP / ZipRecruiter, Inc. | 4.51 | 178.02 | 22.59 | 136.48 | 0.4319 | 0.2342 | |||
| PRO / PROS Holdings, Inc. | 1.40 | 30.41 | 21.94 | 7.32 | 0.4195 | -0.0036 | |||
| GEOS / Geospace Technologies Corporation | 1.24 | -1.86 | 17.75 | 94.12 | 0.3394 | 0.1502 | |||
| PGNY / Progyny, Inc. | 0.64 | -2.03 | 14.08 | -3.52 | 0.2692 | -0.0328 | |||
| CEVA / CEVA, Inc. | 0.62 | 40.64 | 13.62 | 20.71 | 0.2605 | 0.0269 | |||
| MLKN / MillerKnoll, Inc. | 0.57 | 0.39 | 11.15 | 1.86 | 0.2132 | -0.0133 | |||
| MTLS / Materialise NV - Depositary Receipt (Common Stock) | 1.89 | 0.83 | 10.68 | 15.79 | 0.2043 | 0.0133 | |||
| VRNT / Verint Systems Inc. | 0.40 | -0.85 | 7.81 | 9.26 | 0.1493 | 0.0014 | |||
| EGAN / eGain Corporation | 0.95 | -1.55 | 5.93 | 26.88 | 0.1134 | 0.0167 | |||
| SSTI / SoundThinking, Inc. | 0.45 | -0.67 | 5.84 | -23.50 | 0.1117 | -0.0463 | |||
| INMD / InMode Ltd. | 0.30 | 2.51 | 4.39 | -16.57 | 0.0840 | -0.0249 | |||
| MYGN / Myriad Genetics, Inc. | 0.75 | -84.07 | 4.00 | -90.47 | 0.0766 | -0.7925 | |||
| FOXF / Fox Factory Holding Corp. | 0.14 | -0.70 | 3.54 | 10.37 | 0.0676 | 0.0013 | |||
| SRDX / Surmodics, Inc. | 0.10 | -50.42 | 2.99 | -51.76 | 0.0572 | -0.0711 | |||
| MDXG / MiMedx Group, Inc. | 0.36 | 6.29 | 2.21 | -14.52 | 0.0422 | -0.0113 | |||
| AXGN / Axogen, Inc. | 0.17 | 1.80 | 0.0344 | 0.0344 | |||||
| SRI / Stoneridge, Inc. | 0.22 | -2.08 | 1.57 | 50.19 | 0.0300 | 0.0084 | |||
| AAPL / Apple Inc. | 0.00 | 73.57 | 0.47 | 60.68 | 0.0091 | 0.0029 | |||
| MSFT / Microsoft Corporation | 0.00 | 0.00 | 0.34 | 32.68 | 0.0065 | 0.0012 | |||
| AVGO / Broadcom Inc. | 0.00 | 0.30 | 0.0057 | 0.0057 | |||||
| BAC / Bank of America Corporation | 0.01 | 0.24 | 0.0045 | 0.0045 | |||||
| STRA / Strategic Education, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| MSM / MSC Industrial Direct Co., Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| RCL / Royal Caribbean Cruises Ltd. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| THRM / Gentherm Incorporated | 0.00 | -100.00 | 0.00 | 0.0000 |
