DISCIPLINED GROWTH INVESTORS INC /MN

CIK 0001050442 · Q2 2026

13F Equity AUM

$5.9B

+20.9% QoQ

Positions

-3 QoQ

AUM Rank

#1,401

Top 11%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,666 · Top 44%

vs S&P -1.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 31.2%Top 10: 49.4%Top 20: 73.4%

PLXS7.3%

VSAT7.2%

PSTG6.2%

GRMN5.3%

ANET5.1%

CGNX5.1%

EXE3.6%

PRLB3.3%

AKAM3.3%

DVN3.0%

Others (48)50.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology68.1%

Industrials11.3%

Consumer Cyclical7.3%

Energy7.2%

Healthcare4.2%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 58Median: 1.08%Avg: 1.72%

0–0.5%

15(3.2%)

0.5–1%

12(8.4%)

1–3%

22(41.9%)

3–5%

3(10.2%)

5%+

6(36.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 58vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased27Decreased27Exited6

New Positions

DVN3.0%

+4.2M

VEEV0.4%

+141K

CCC0.0%

+35K

Increased

DV1.8%

+5.8M(+148%)

GTLB1.7%

+2.4M(+264%)

SPSC2.1%

+1.3M(+162%)

MNDY1.6%

+859K(+213%)

MTLS0.3%

+857K(+75%)

WEAV0.3%

+723K(+32%)

ZETA2.3%

+608K(+10%)

PGNY0.6%

+607K(+106%)

ALRM2.8%

+317K(+10%)

SN1.9%

+288K(+67%)

Decreased

SMCI1.3%

-2,323,742(-47%)

CLB0.6%

-1,894,938(-38%)

SMTC2.6%

-1,251,715(-57%)

AIOT0.4%

-1,057,572(-14%)

VSAT7.2%

-918,876(-16%)

MCHP0.7%

-767,353(-62%)

CGNX5.1%

-182,360(-4%)

ZIP0.3%

-124,982(-3%)

PRLB3.3%

-116,841(-5%)

TREX0.5%

-86,261(-13%)

Exited

-6,395,098

-1,101,426

-912,349

-498,550

-196,468

-197,087

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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