Disciplined Growth Investors Inc /mn
Disciplined Growth Investors Inc /mn reported 58 stocks worth $5.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PLXS (7.3%), VSAT (7.2%) and P (6.2%). Compared with Q1 2026, the fund opened new positions in DVN, VEEV and CCC, added to ALRM, ZETA and ALGN, trimmed PLXS, VSAT and P and sold out of CTRA, GEOS and MLKN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PLXS Plexus Corp | $433M | 7.3% | 1.4M | −54K (−4%) | 8 of 8 | |
| 2 |  VSAT Viasat Inc | $426M | 7.2% | 4.7M | −919K (−16%) | 8 of 8 | |
| 3 |  P Pure Storage | $366M | 6.2% | 4.6M | −20K (−0%) | 8 of 8 | |
| 4 |  GRMN Garmin Ltd | $315M | 5.3% | 1.3M | −4,609 (−0%) | 8 of 8 | |
| 5 |  ANET Arista Networks Inc | $304M | 5.1% | 1.8M | −23K (−1%) | 7 of 8 | |
| 6 |  CGNX Cognex Corp | $300M | 5.1% | 4.1M | −182K (−4%) | 8 of 8 | |
| 7 |  EXE Expand Energy Corporation | $214M | 3.6% | 2.3M | −26K (−1%) | 7 of 8 | |
| 8 |  PRLB Proto Labs Inc | $194M | 3.3% | 2.4M | −117K (−5%) | 8 of 8 | |
| 9 |  AKAM Akamai Technologies Inc | $193M | 3.3% | 1.6M | −24K (−1%) | 8 of 8 | |
| 10 |  DVN Devon Energy Corp New | $174M | 3.0% | 4.2M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTRA Coterra Energy Inc | $225M | 6.4M |
 GEOS Geospace Technologies Corp | $13.4M | 1.1M |
 MLKN Millerknoll Inc | $7.2M | 499K |
 EGAN Egain Corp | $7.2M | 912K |
 SSTI Soundthinking Inc | $1.3M | 196K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Disciplined Growth Investors Inc /mn 13F FAQ
What does Disciplined Growth Investors Inc /mn own?
Disciplined Growth Investors Inc /mn reported 58 stocks worth $5.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PLXS (7.3%), VSAT (7.2%) and P (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Disciplined Growth Investors Inc /mn buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 27 added to, 27 trimmed and 6 sold out. New positions include DVN, VEEV and CCC. It sold all of CTRA, GEOS and MLKN.
When will Disciplined Growth Investors Inc /mn file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Disciplined Growth Investors Inc /mn's portfolio worth?
The Q2 2026 filing reports $5.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.