Disciplined Growth Investors Inc Portfolio Holdings

Disciplined Growth Investors Inc

  • $4.6 Billion
  • Q4 2024

Disciplined Growth Investors Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.6 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pure Storage, Inc. with a value of $346M, Garmin LTD with a value of $293M, Plexus Corp with a value of $262M, Chesapeake Energy Corp with a value of $235M, and Inter Digital, Inc. with a value of $216M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $4.73B to 4.6B.

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 $4.6 Billion
Technology: $2.21 Billion
Industrials: $661 Million
Consumer Cyclical: $657 Million
Energy: $396 Million
Healthcare: $356 Million
Communication Services: $277 Million
Consumer Defensive: $40.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.1B
$346 Million 7.52% of portfolio
5,629,496
Q4 2024 Reduced 0.96%
$42.7B
$293 Million 6.37% of portfolio
1,420,035
Q4 2024 Added 1.36%
$3.77B
$262 Million 5.71% of portfolio
1,677,113
Q4 2024 Reduced 22.66%
$10.4B
$235 Million 5.1% of portfolio
2,736,972
Q4 2024 New
$6.22B
$216 Million 4.7% of portfolio
1,114,983
Q4 2024 Reduced 1.57%
$3B
$179 Million 3.89% of portfolio
2,941,556
Q4 2024 Added 2.32%
$2.33B
$167 Million 3.62% of portfolio
2,692,955
Q4 2024 Added 3.18%
$14.9B
$164 Million 3.57% of portfolio
787,596
Q4 2024 Added 4.59%
$14.4B
$146 Million 3.18% of portfolio
1,610,018
Q4 2024 Added 7.35%
$22.3B
$143 Million 3.12% of portfolio
5,612,080
Q4 2024 Added 4.94%
$5.76B
$137 Million 2.99% of portfolio
4,782,808
Q4 2024 Added 6.43%
$5.69B
$137 Million 2.97% of portfolio
3,806,550
Q4 2024 Added 1.46%
$60.6B
$135 Million 2.93% of portfolio
583,402
Q4 2024 Reduced 1.38%
$17.9B
$134 Million 2.92% of portfolio
396,105
Q4 2024 Added 3.93%
$3.71B
$130 Million 2.82% of portfolio
2,099,892
Q4 2024 Reduced 0.56%
$209B
$127 Million 2.76% of portfolio
243,644
Q4 2024 Reduced 1.84%
$5.01B
$119 Million 2.6% of portfolio
1,528,838
Q4 2024 Added 4.27%
$10.3B
$119 Million 2.59% of portfolio
1,196,282
Q4 2024 Added 1.07%
$33.6B
$107 Million 2.33% of portfolio
1,869,452
Q4 2024 Added 2.73%
$53.1B
$87.5 Million 1.9% of portfolio
355,801
Q4 2024 Reduced 0.5%
$1.11B
$85 Million 1.85% of portfolio
2,173,699
Q4 2024 Added 5.69%
$1.77B
$83.2 Million 1.81% of portfolio
930,262
Q4 2024 Reduced 0.98%
$438M
$71.2 Million 1.55% of portfolio
16,509,280
Q4 2024 Added 20.2%
$8.84B
$63.7 Million 1.38% of portfolio
410,697
Q4 2024 Added 6.51%
$1.28B
$62.3 Million 1.35% of portfolio
2,013,833
Q4 2024 Reduced 4.73%
$35.3B
$60.6 Million 1.32% of portfolio
329,199
Q4 2024 Added 0.46%
$5.63B
$56.3 Million 1.22% of portfolio
327,459
Q4 2024 Added 0.16%
$1.36B
$49.5 Million 1.08% of portfolio
5,973,188
Q4 2024 Added 4.05%
$3.73B
$48 Million 1.04% of portfolio
642,144
Q4 2024 Added 0.06%
$1.13B
$47.4 Million 1.03% of portfolio
1,187,316
Q4 2024 Added 1.51%
$181M
$41.9 Million 0.91% of portfolio
8,387,851
Q4 2024 Reduced 5.9%
$3.16B
$40.4 Million 0.88% of portfolio
556,114
Q4 2024 Added 3.98%
$2.42B
$40.7 Million 0.88% of portfolio
435,530
Q4 2024 Reduced 5.53%
$14.5B
$35.2 Million 0.77% of portfolio
417,722
Q4 2024 Reduced 0.53%
$1.11B
$35.1 Million 0.76% of portfolio
2,556,579
Q4 2024 Added 1.15%
$687M
$33.5 Million 0.73% of portfolio
3,938,494
Q4 2024 Reduced 10.88%
$4.97B
$28.5 Million 0.62% of portfolio
154,794
Q4 2024 Reduced 8.21%
$6.8B
$26.2 Million 0.57% of portfolio
379,237
Q4 2024 Reduced 8.24%
$54B
$23.4 Million 0.51% of portfolio
167,190
Q4 2024 Added 7.92%
$3.66B
$22.9 Million 0.5% of portfolio
1,190,599
Q4 2024 Added 3.05%
$163M
$17.8 Million 0.39% of portfolio
1,425,514
Q4 2024 Reduced 8.39%
$737M
$14.9 Million 0.32% of portfolio
1,570,398
Q4 2024 Reduced 2.36%
$783M
$14.1 Million 0.31% of portfolio
447,916
Q4 2024 Reduced 5.95%
$2.12B
$11.4 Million 0.25% of portfolio
659,987
Q4 2024 Reduced 20.17%
$360M
$11 Million 0.24% of portfolio
1,559,900
Q4 2024 Reduced 2.61%
$1.15B
$10.8 Million 0.24% of portfolio
492,999
Q4 2024 Reduced 5.04%
$490M
$9.09 Million 0.2% of portfolio
229,584
Q4 2024 Reduced 17.08%
$1.66B
$8.29 Million 0.18% of portfolio
366,775
Q4 2024 Reduced 56.98%
$582M
$7.31 Million 0.16% of portfolio
1,010,084
Q4 2024 Reduced 32.96%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $4.6 Billion
  • Prior Value $4.73 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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