HoldingsChannel.com
Disciplined Growth Investors Inc. MN Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TJX COS INC NEW COM 4,547,729 -58,717 $217,427
     TJX4,547,729-58,717$217,427
STAMPS COM INC COM NEW 1,383,657 -112,391 $179,986
     STMP1,383,657-112,391$179,986
UBIQUITI INC 1,178,546 -92,230 $166,859
     UI1,178,546-92,230$166,859
OPEN TEXT CORP COM 4,774,206 -183,837 $166,715
     OTEX4,774,206-183,837$166,715
ALIGN TECHNOLOGY INC 938,373 -9,763 $163,230
     ALGN938,373-9,763$163,230
INTUIT COM 688,528 -200,704 $158,361
     INTU688,528-200,704$158,361
CABOT OIL & GAS CORP 9,122,197 -70,249 $156,811
     COG9,122,197-70,249$156,811
INTUITIVE SURGICAL INC 311,962 -14,150 $154,487
     ISRG311,962-14,150$154,487
PLEXUS CORP COM 2,830,894 -64,176 $154,454
     PLXS2,830,894-64,176$154,454
AKAMAI TECHNOLOGIES COM 1,604,918 -9,848 $146,834
     AKAM1,604,918-9,848$146,834
AUTODESK INC COM 928,058 +7,894 $144,870
     ADSK928,058+7,894$144,870
POWER INTEGRATIONS INC COM 1,620,550 -90,349 $143,143
     POWI1,620,550-90,349$143,143
GARMIN LTD SHS 1,580,411 +13,680 $118,468
     GRMN1,580,411+13,680$118,468
GENTEX CORP COM 5,318,439 +1,063,076 $117,857
     GNTX5,318,439+1,063,076$117,857
REALPAGE INC COM 2,021,634 -50,981 $107,005
     RP2,021,634-50,981$107,005
SUPER MICRO COMPUTER INC COM 4,988,169 -106,870 $106,148
     SMCI4,988,169-106,870$106,148
DOLBY LABORATORIES INC COM CL 1,845,294 +28,825 $100,033
     DLB1,845,294+28,825$100,033
JETBLUE AWYS CORP COM 10,743,505 +4,271,678 $96,154
     JBLU10,743,505+4,271,678$96,154
COGNEX CORP COM 2,087,915 +63,316 $88,152
     CGNX2,087,915+63,316$88,152
LANDSTAR SYS INC COM 908,409 -17,035 $87,080
     LSTR908,409-17,035$87,080
MIDDLEBY CORP COM 1,508,100 -55,763 $85,781
     MIDD1,508,100-55,763$85,781
FACTSET RESH SYS INC COM 320,860 -216,424 $83,642
     FDS320,860-216,424$83,642
VARIAN MED SYS INC COM 735,784 -4,793 $75,536
     VAR735,784-4,793$75,536
PURE STORAGE INC CL A 5,722,704 +2,587,970 $70,389
     PSTG5,722,704+2,587,970$70,389
PROTO LABS INC COM 904,128 -16,146 $68,831
     PRLB904,128-16,146$68,831
SLEEP NUMBER CORPORATION 3,449,046 -135,674 $66,084
     SNBR3,449,046-135,674$66,084
EDWARDS LIFESCIENCES CORP COM 339,284 -581,502 $63,996
     EW339,284-581,502$63,996
MANHATTAN ASSOCS INC COM 1,268,816 +707,881 $63,212
     MANH1,268,816+707,881$63,212
MICROCHIP TECHNOLOGY INC COM 919,514 -21,517 $62,343
     MCHP919,514-21,517$62,343
GRACO INC COM 1,223,290 -132,562 $59,611
     GGG1,223,290-132,562$59,611
GENTHERM INC COM 1,757,722 -83,322 $55,192
     THRM1,757,722-83,322$55,192
VIASAT INC COM 1,527,184 +136,473 $54,856
     VSAT1,527,184+136,473$54,856
ROYAL CARIBBEAN CRUISES LTD CO 1,552,500 +518,163 $49,944
     RCL1,552,500+518,163$49,944
IHS MARKIT LTD SHS 779,547 -33,214 $46,773
     INFO779,547-33,214$46,773
SOUTHWESTERN ENERGY CO COM 26,519,679 +9,756,747 $44,818
     SWN26,519,679+9,756,747$44,818
TREX CO INC COM 545,791 -108,877 $43,740
     TREX545,791-108,877$43,740
MYRIAD GENETICS INC COM 3,029,345 +171,330 $43,350
     MYGN3,029,345+171,330$43,350
UNDER ARMOUR INC CL A 4,451,435 -40,276 $40,998
     UAA4,451,435-40,276$40,998
IPG PHOTONICS CORP COM 362,163 -3,731 $39,939
     IPGP362,163-3,731$39,939
DELUXE CORP COM 1,452,084 +42,738 $37,653
     DLX1,452,084+42,738$37,653
PAYCHEX INC COM 581,882 -10,922 $36,612
     PAYX581,882-10,922$36,612
STITCH FIX INC COM CL A 2,545,920 +2,216,349 $32,333
     SFIX2,545,920+2,216,349$32,333
MSC INDL DIRECT INC CL A 554,849 -5,696 $30,500
     MSM554,849-5,696$30,500
ALARM COM HLDGS INC COM 770,860 +770,860 $29,994
     ALRM770,860+770,860$29,994
NORDSTROM INC COM 1,886,938 -25,203 $28,946
     JWN1,886,938-25,203$28,946
PLANTRONICS INC NEW COM 2,170,560 +37,143 $21,836
     PLT2,170,560+37,143$21,836
ARISTA NETWORKS INC COM 99,346 +99,346 $20,123
     ANET99,346+99,346$20,123
URBAN OUTFITTERS INC COM 1,327,089 +375,464 $18,898
     URBN1,327,089+375,464$18,898
RALPH LAUREN CORP 276,716 -117,149 $18,493
     RL276,716-117,149$18,493
STRATEGIC EDUCATION INC 102,573 -13,956 $14,336
     STRA102,573-13,956$14,336

See Full List: All Stocks Held By Disciplined Growth Investors Inc. MN
— Including:
     • Biggest new positions
     • 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 03/31/2020: $4,378,004
At 12/31/2019: $6,069,213

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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