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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77B
$262 Million 5.71% of portfolio
1,677,113
Q4 2024 Reduced 22.66%
$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%
$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%
$3.71B
$130 Million 2.82% of portfolio
2,099,892
Q4 2024 Reduced 0.56%
$5.01B
$119 Million 2.6% of portfolio
1,528,838
Q4 2024 Added 4.27%
$8.84B
$63.7 Million 1.38% of portfolio
410,697
Q4 2024 Added 6.51%
$5.63B
$56.3 Million 1.22% of portfolio
327,459
Q4 2024 Added 0.16%
$3.73B
$48 Million 1.04% of portfolio
642,144
Q4 2024 Added 0.06%
$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%
$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%
$3.66B
$22.9 Million 0.5% of portfolio
1,190,599
Q4 2024 Added 3.05%
$2.13B
$6.32 Million 0.14% of portfolio
193,686
Q4 2024 Reduced 3.48%

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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