Disciplined Growth Investors Inc Portfolio Holdings

Disciplined Growth Investors Inc

  • $4.73 Billion
  • Q3 2024

Disciplined Growth Investors Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.73 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Plexus Corp with a value of $296M, Pure Storage, Inc. with a value of $286M, Garmin LTD with a value of $247M, Arista Networks, Inc. with a value of $235M, and Southwestern Energy CO with a value of $224M.

Examining the 13F form we can see an decrease of $500M in the current position value, from $5.23B to 4.73B.

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 $4.73 Billion
Technology: $2.39 Billion
Consumer Cyclical: $675 Million
Industrials: $615 Million
Healthcare: $424 Million
Energy: $372 Million
Communication Services: $211 Million
Consumer Defensive: $42.7 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$286 Million 6.04% of portfolio
5,684,218
Q3 2024 Added 3.22%
$40.4B
$247 Million 5.22% of portfolio
1,401,004
Q3 2024 Added 3.6%
$35.2B
$235 Million 4.98% of portfolio
613,192
Q3 2024 Added 1.65%
$16.7B
$192 Million 4.05% of portfolio
753,026
Q3 2024 Added 6.43%
$10.9B
$147 Million 3.11% of portfolio
1,183,669
Q3 2024 Added 5.32%
$32.4B
$146 Million 3.09% of portfolio
1,819,855
Q3 2024 Added 4.57%
$14.4B
$136 Million 2.88% of portfolio
1,499,760
Q3 2024 Added 6.29%
$19.7B
$128 Million 2.71% of portfolio
5,348,026
Q3 2024 Added 5.61%
$182B
$123 Million 2.6% of portfolio
197,805
Q3 2024 Added 1.35%
$190B
$122 Million 2.58% of portfolio
248,208
Q3 2024 Added 0.35%
$18.4B
$110 Million 2.34% of portfolio
381,119
Q3 2024 Added 4.4%
$61.3B
$105 Million 2.22% of portfolio
591,552
Q3 2024 Added 2.34%
$53.1B
$87.9 Million 1.86% of portfolio
357,581
Q3 2024 Added 2.69%
$30.9B
$50.4 Million 1.07% of portfolio
327,685
Q3 2024 Added 5.47%
$14.3B
$36.7 Million 0.78% of portfolio
419,942
Q3 2024 Added 3.42%
$51B
$20.8 Million 0.44% of portfolio
154,915
Q3 2024 Added 9.98%
$45.8B
$202,000 0.0% of portfolio
1,500
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $4.73 Billion
  • Prior Value $5.23 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Disciplined Growth Investors Inc Portfolio

Follow Disciplined Growth Investors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Growth Investors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Growth Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email