Disciplined Growth Investors Inc Portfolio Holdings

Disciplined Growth Investors Inc

  • $4.61 Billion
  • Q3 2025

Disciplined Growth Investors Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.61 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pure Storage, Inc. with a value of $432M, Garmin LTD with a value of $339M, Inter Digital, Inc. with a value of $273M, Plexus Corp with a value of $225M, and Chesapeake Energy Corp with a value of $214M.

Examining the 13F form we can see an increase of $248M in the current position value, from $4.36B to 4.61B.

Disciplined Growth Investors Inc is based out at Minneapolis, MN

Below you can find more details about Disciplined Growth Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.61 Billion
Technology: $2.65 Billion
Industrials: $590 Million
Energy: $386 Million
Consumer Cyclical: $372 Million
Communication Services: $352 Million
Healthcare: $179 Million
Basic Materials: $42.9 Million
Consumer Defensive: $39.6 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.3B
$432 Million 9.38% of portfolio
5,160,182
Q3 2025 Reduced 5.45%
$37.2B
$339 Million 7.35% of portfolio
1,376,836
Q3 2025 Reduced 3.0%
$10.1B
$273 Million 5.92% of portfolio
790,941
Q3 2025 Reduced 17.66%
$3.81B
$225 Million 4.88% of portfolio
1,553,569
Q3 2025 Reduced 5.64%
$10.4B
$214 Million 4.64% of portfolio
2,493,676
Q3 2025 Reduced 4.92%
$6.38B
$209 Million 4.53% of portfolio
4,604,558
Q3 2025 Reduced 3.44%
$4.16B
$195 Million 4.23% of portfolio
2,729,382
Q3 2025 Reduced 5.71%
$2.5B
$177 Million 3.84% of portfolio
3,332,095
Q3 2025 Reduced 4.57%
$2.72B
$168 Million 3.64% of portfolio
5,725,915
Q3 2025 Reduced 2.04%
$14.4B
$158 Million 3.44% of portfolio
1,744,167
Q3 2025 Reduced 5.15%
$21B
$158 Million 3.42% of portfolio
6,675,268
Q3 2025 Reduced 3.41%
$5.38B
$134 Million 2.91% of portfolio
4,736,620
Q3 2025 Reduced 3.78%
$1.33B
$130 Million 2.81% of portfolio
2,592,373
Q3 2025 Reduced 4.76%
$3.16B
$122 Million 2.64% of portfolio
6,114,851
Q3 2025 New
$29.5B
$114 Million 2.48% of portfolio
1,782,569
Q3 2025 Reduced 31.73%
$17.5B
$113 Million 2.45% of portfolio
326,023
Q3 2025 Reduced 16.23%
$10.7B
$101 Million 2.18% of portfolio
803,981
Q3 2025 Reduced 4.85%
$4.04B
$99.4 Million 2.16% of portfolio
1,373,562
Q3 2025 Reduced 10.74%
$2.94B
$82.5 Million 1.79% of portfolio
792,472
Q3 2025 Added 86.41%
$6.36B
$82.5 Million 1.79% of portfolio
1,119,517
Q3 2025 Reduced 4.01%
$1.98B
$79.1 Million 1.72% of portfolio
1,966,940
Q3 2025 Reduced 4.56%
$39.1B
$79.1 Million 1.72% of portfolio
306,348
Q3 2025 Reduced 4.51%
$53.1B
$78.9 Million 1.71% of portfolio
320,777
Q3 2025 Reduced 5.89%
$363M
$76.2 Million 1.65% of portfolio
17,510,800
Q3 2025 Reduced 5.68%
$182B
$62.2 Million 1.35% of portfolio
91,011
Q3 2025 Reduced 13.43%
$3.5B
$53.5 Million 1.16% of portfolio
1,035,607
Q3 2025 Reduced 4.82%
$193B
$49 Million 1.06% of portfolio
109,480
Q3 2025 Reduced 4.14%
$4B
$44.5 Million 0.96% of portfolio
561,566
Q3 2025 Reduced 3.17%
$7.09B
$42.9 Million 0.93% of portfolio
256,037
Q3 2025 Reduced 3.6%
$1.14B
$40.7 Million 0.88% of portfolio
787,022
Q3 2025 Reduced 8.53%
$3.24B
$39.6 Million 0.86% of portfolio
688,200
Q3 2025 Reduced 3.98%
$181M
$36.7 Million 0.8% of portfolio
7,351,898
Q3 2025 Reduced 8.66%
$1.71B
$34.7 Million 0.75% of portfolio
2,895,694
Q3 2025 Added 42.52%
$13.5B
$29.8 Million 0.65% of portfolio
350,878
Q3 2025 Reduced 12.14%
$3.21B
$25.6 Million 0.56% of portfolio
772,764
Q3 2025 New
$632M
$24.8 Million 0.54% of portfolio
1,838,476
Q3 2025 Reduced 7.26%
$18.3B
$22.8 Million 0.49% of portfolio
86,687
Q3 2025 New
$40.4B
$19.2 Million 0.42% of portfolio
151,143
Q3 2025 Reduced 4.39%
$352M
$17.5 Million 0.38% of portfolio
4,153,074
Q3 2025 Reduced 7.88%
$163M
$14.4 Million 0.31% of portfolio
1,153,589
Q3 2025 Reduced 7.33%
$571M
$14.3 Million 0.31% of portfolio
540,070
Q3 2025 Reduced 12.87%
$2.26B
$13 Million 0.28% of portfolio
601,809
Q3 2025 Reduced 5.94%
$1.05B
$11.5 Million 0.25% of portfolio
501,748
Q3 2025 Reduced 64.18%
$838M
$9.66 Million 0.21% of portfolio
1,383,451
Q3 2025 Added 282.96%
$1.12B
$8.37 Million 0.18% of portfolio
472,044
Q3 2025 Reduced 17.77%
$403M
$8.47 Million 0.18% of portfolio
1,265,453
Q3 2025 New
$360M
$7.57 Million 0.16% of portfolio
868,825
Q3 2025 Reduced 8.41%
$355M
$5.62 Million 0.12% of portfolio
1,008,237
Q3 2025 Reduced 46.68%
$751M
$4.95 Million 0.11% of portfolio
467,877
Q3 2025 Reduced 85.26%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $4.61 Billion
  • Prior Value $4.36 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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