HoldingsChannel.com
Disciplined Growth Investors Inc. MN Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ALIGN TECHNOLOGY INC 697,382 -240,991 $191,390
     ALGN697,382-240,991$191,390
STAMPS COM INC COM NEW 1,026,806 -356,851 $188,614
     STMP1,026,806-356,851$188,614
TJX COS INC NEW COM 3,148,634 -1,399,095 $159,195
     TJX3,148,634-1,399,095$159,195
AUTODESK INC COM 639,325 -288,733 $152,920
     ADSK639,325-288,733$152,920
INTUIT COM 514,944 -173,584 $152,521
     INTU514,944-173,584$152,521
OPEN TEXT CORP COM 3,547,041 -1,227,165 $150,678
     OTEX3,547,041-1,227,165$150,678
PLEXUS CORP COM 2,080,867 -750,027 $146,826
     PLXS2,080,867-750,027$146,826
POWER INTEGRATIONS INC COM 1,208,569 -411,981 $142,768
     POWI1,208,569-411,981$142,768
INTUITIVE SURGICAL INC 215,427 -96,535 $122,757
     ISRG215,427-96,535$122,757
AKAMAI TECHNOLOGIES COM 1,104,793 -500,125 $118,312
     AKAM1,104,793-500,125$118,312
CABOT OIL & GAS CORP 6,525,501 -2,596,696 $112,108
     COG6,525,501-2,596,696$112,108
GARMIN LTD SHS 1,131,710 -448,701 $110,342
     GRMN1,131,710-448,701$110,342
SLEEP NUMBER CORPORATION 2,647,325 -801,721 $110,235
     SNBR2,647,325-801,721$110,235
SUPER MICRO COMPUTER INC COM 3,821,072 -1,167,097 $108,480
     SMCI3,821,072-1,167,097$108,480
REALPAGE INC COM 1,475,667 -545,967 $95,933
     RP1,475,667-545,967$95,933
GENTEX CORP COM 3,684,252 -1,634,187 $94,943
     GNTX3,684,252-1,634,187$94,943
UBIQUITI INC 501,330 -677,216 $87,512
     UI501,330-677,216$87,512
MIDDLEBY CORP COM 1,104,576 -403,524 $87,195
     MIDD1,104,576-403,524$87,195
COGNEX CORP COM 1,448,077 -639,838 $86,479
     CGNX1,448,077-639,838$86,479
JETBLUE AWYS CORP COM 7,869,534 -2,873,971 $85,778
     JBLU7,869,534-2,873,971$85,778
DOLBY LABORATORIES INC COM CL 1,285,330 -559,964 $84,665
     DLB1,285,330-559,964$84,665
MANHATTAN ASSOCS INC COM 884,295 -384,521 $83,301
     MANH884,295-384,521$83,301
PROTO LABS INC COM 664,774 -239,354 $74,767
     PRLB664,774-239,354$74,767
PURE STORAGE INC CL A 4,291,798 -1,430,906 $74,377
     PSTG4,291,798-1,430,906$74,377
LANDSTAR SYS INC COM 632,269 -276,140 $71,010
     LSTR632,269-276,140$71,010
MICROCHIP TECHNOLOGY INC COM 637,573 -281,941 $67,143
     MCHP637,573-281,941$67,143
VARIAN MED SYS INC COM 508,149 -227,635 $62,258
     VAR508,149-227,635$62,258
SOUTHWESTERN ENERGY CO COM 23,182,763 -3,336,916 $59,348
     SWN23,182,763-3,336,916$59,348
FACTSET RESH SYS INC COM 175,167 -145,693 $57,537
     FDS175,167-145,693$57,537
GENTHERM INC COM 1,398,629 -359,093 $54,407
     THRM1,398,629-359,093$54,407
ROYAL CARIBBEAN GROUP 1,079,506 -472,994 $54,299
     RCL1,079,506-472,994$54,299
STITCH FIX INC COM CL A 2,085,763 -460,157 $52,019
     SFIX2,085,763-460,157$52,019
STRATEGIC EDUCATION INC 327,202 +224,629 $50,275
     STRA327,202+224,629$50,275
EDWARDS LIFESCIENCES CORP COM 711,916 +372,632 $49,201
     EW711,916+372,632$49,201
TREX CO INC COM 342,204 -203,587 $44,510
     TREX342,204-203,587$44,510
VIASAT INC COM 1,103,013 -424,171 $42,323
     VSAT1,103,013-424,171$42,323
IHS MARKIT LTD SHS 554,709 -224,838 $41,881
     INFO554,709-224,838$41,881
GRACO INC COM 870,226 -353,064 $41,762
     GGG870,226-353,064$41,762
IPG PHOTONICS CORP COM 249,572 -112,591 $40,029
     IPGP249,572-112,591$40,029
ALARM COM HLDGS INC COM 588,580 -182,280 $38,146
     ALRM588,580-182,280$38,146
PAYCHEX INC COM 402,877 -179,005 $30,518
     PAYX402,877-179,005$30,518
UNDER ARMOUR INC CL A 3,106,899 -1,344,536 $30,261
     UAA3,106,899-1,344,536$30,261
MSC INDL DIRECT INC CL A 377,345 -177,504 $27,474
     MSM377,345-177,504$27,474
IROBOT CORP COM 319,991 -10,976 $26,847
     IRBT319,991-10,976$26,847
NORDSTROM INC COM 1,719,760 -167,178 $26,639
     JWN1,719,760-167,178$26,639
MYRIAD GENETICS INC COM 2,194,204 -835,141 $24,882
     MYGN2,194,204-835,141$24,882
DELUXE CORP COM 1,001,952 -450,132 $23,586
     DLX1,001,952-450,132$23,586
PLANTRONICS INC NEW COM 1,593,566 -576,994 $23,394
     PLT1,593,566-576,994$23,394
KORNIT DIGITAL LTD SHS 391,689 -68,191 $20,908
     KRNT391,689-68,191$20,908
CEVA INC COM 489,861 -21,148 $18,331
     CEVA489,861-21,148$18,331

See Full List: All Stocks Held By Disciplined Growth Investors Inc. MN
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Disciplined Growth Investors Inc. MN

Size ($ in 1000's)
At 06/30/2020: $4,129,189
At 03/31/2020: $4,378,004

Disciplined Growth Investors Inc. MN holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Disciplined Growth Investors Inc. MN 13F filings. Link to 13F filings: SEC filings

Disciplined Growth Investors Inc. MN Top Holdings 13F Filings | www.HoldingsChannel.com

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