Institutional Fund
Disciplined Growth Investors Inc /Mn
Minneapolis, MNCIK 10504425 filings on record
Portfolio Value
$4.89B
Q1 2026
Holdings
61
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-6.5%
from $5.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Garmin Ltd6.3%
- Plexus Corp6.2%
- Pure Storage Inc5.6%
- Expand Energy Corporation5.3%
- Viasat Inc5.3%
- Coterra Energy Inc4.6%
- Other66.6%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Garmin Ltd | 1.33M | $308.91M | 6.3% | −68.1K | Reduced |
| 2 | Plexus Corp | 1.49M | $302.72M | 6.2% | −96.2K | Reduced |
| 3 | Pure Storage Inc | 4.67M | $275.53M | 5.6% | −230.6K | Reduced |
| 4 | Expand Energy Corporation | 2.37M | $260.54M | 5.3% | −176.6K | Reduced |
| 5 | Viasat Inc | 5.66M | $259.26M | 5.3% | −265.1K | Reduced |
| 6 | Coterra Energy Inc | 6.40M | $224.72M | 4.6% | −382.4K | Reduced |
| 7 | Arista Networks Inc | 1.81M | $222.35M | 4.6% | −137.8K | Reduced |
| 8 | Cognex Corp | 4.32M | $211.74M | 4.3% | −333.3K | Reduced |
| 9 | Akamai Technologies Inc | 1.66M | $190.51M | 3.9% | −116.1K | Reduced |
| 10 | Semtech Corp | 2.21M | $169.68M | 3.5% | −594.5K | Reduced |
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