Disciplined Growth Investors Inc holds a diversified book of 61 stocks worth $4.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dynatrace Inc and trimmed Garmin Ltd. Their largest long position is Garmin Ltd at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1050442/holdings"
Use Arkolith to show DISCIPLINED GROWTH INVESTORS INC /MN's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Garmin Ltd SHS CS | $308.9M | 1.33M | 6.3% | ▼−4.9% Reduced · −68K sh | |
| 2 | Plexus Corp Com CS | $302.7M | 1.49M | 6.2% | ▼−6.0% Reduced · −96K sh | |
| 3 | Everpure Inc CL A CS | $275.5M | 4.67M | 5.6% | ▼−4.7% Reduced · −231K sh | |
| 4 | Expand Energy Corporation Com CS | $260.5M | 2.37M | 5.3% | ▼−6.9% Reduced · −177K sh | |
| 5 | Viasat Inc Com CS | $259.3M | 5.66M | 5.3% | ▼−4.5% Reduced · −265K sh | |
| 6 | Coterra Energy Inc Com CS | $224.7M | 6.40M | 4.6% | ▼−5.6% Reduced · −382K sh | |
| 7 | Arista Networks Inc Com SHS CS | $222.4M | 1.81M | 4.6% | ▼−7.1% Reduced · −138K sh | |
| 8 | Cognex Corp Com CS | $211.7M | 4.32M | 4.3% | ▼−7.2% Reduced · −333K sh | |
| 9 | Akamai Technologies Com CS | $190.5M | 1.66M | 3.9% | ▼−6.5% Reduced · −116K sh | |
| 10 | Semtech Corp Com CS | $169.7M | 2.21M | 3.5% | ▼−21% Reduced · −595K sh | |
| 11 | Interdigital Inc Com CS | $168.1M | 556.8K | 3.4% | ▼−8.6% Reduced · −52K sh | |
| 12 | Proto Labs Inc Com CS | $142.4M | 2.50M | 2.9% | ▼−6.6% Reduced · −176K sh | |
| 13 | Alarm Com Hldgs Inc Com CS | $141.2M | 3.27M | 2.9% | ▼−4.3% Reduced · −149K sh | |
| 14 | Align Technology Inc CS | $133.0M | 775.8K | 2.7% | ▼−5.5% Reduced · −45K sh | |
| 15 | Super Micro Computer Inc Com N CS | $113.6M | 4.99M | 2.3% | ▼−48% Reduced · −4.7M sh | |
| 16 | Generac Hldgs Inc Com CS | $113.5M | 580.9K | 2.3% | ▼−7.5% Reduced · −47K sh | |
| 17 | Snap On Inc Com CS | $111.8M | 307.8K | 2.3% | ▼−6.1% Reduced · −20K sh | |
| 18 | Power Integrations Inc Com CS | $100.3M | 1.96M | 2.1% | ▼−2.1% Reduced · −43K sh | |
| 19 | Gentex Corp Com CS | $98.8M | 4.52M | 2.0% | ▼−5.9% Reduced · −284K sh | |
| 20 | Zeta Global Holdings Corp CL A CS | $98.0M | 6.15M | 2.0% | ▲+12% Added · +653K sh | |
| 21 | Core Laboratories Inc CS | $82.9M | 4.94M | 1.7% | ▼−4.4% Reduced · −230K sh | |
| 22 | Microchip Technology Inc. Com CS | $80.5M | 1.25M | 1.6% | ▼−30% Reduced · −540K sh | |
| 23 | Dolby Laboratories Inc Com CL CS | $76.1M | 1.27M | 1.6% | ▼−5.6% Reduced · −75K sh | |
| 24 | Autodesk Inc Com CS | $72.2M | 301.8K | 1.5% | ▼−6.3% Reduced · −20K sh | |
| 25 | Stitch Fix Inc Com CL A CS | $62.0M | 18.74M | 1.3% | ▼−3.8% Reduced · −740K sh | |
| 26 | Ipg Photonics Corp Com CS | $60.6M | 528.7K | 1.2% | ▼−6.7% Reduced · −38K sh | |
| 27 | Take-Two Interactive Software CS | $57.3M | 290.2K | 1.2% | ▼−5.4% Reduced · −17K sh | |
| 28 | Floor & Decor Hldgs Inc CL A CS | $55.5M | 1.09M | 1.1% | ▼−4.8% Reduced · −55K sh | |
| 29 | Gartner Inc Com CS | $53.7M | 338.9K | 1.1% | ▼−5.1% Reduced · −18K sh | |
| 30 | Celsius Hldgs Inc Com New CS | $51.0M | 1.44M | 1.0% | ▼−5.7% Reduced · −87K sh | |
| 31 | Intuitive Surgical Inc CS | $49.3M | 107.0K | 1.0% | ▼−3.1% Reduced · −3K sh | |
| 32 | Sharkninja Inc Com SHS CS | $45.3M | 427.4K | 0.9% | ▼−6.2% Reduced · −28K sh | |
| 33 | SPS Comm Inc Com CS | $45.1M | 810.9K | 0.9% | ▼−4.0% Reduced · −34K sh | |
| 34 | Kornit Digital Ltd SHS CS | $44.0M | 3.00M | 0.9% | ▼−1.2% Reduced · −36K sh | |
| 35 | Simpson MFG Inc Com CS | $41.5M | 241.6K | 0.8% | ▼−7.2% Reduced · −19K sh | |
| 36 | Intuit Com CS | $37.7M | 87.1K | 0.8% | ▼−3.0% Reduced · −3K sh | |
| 37 | Doubleverify Hldgs Inc Com CS | $37.1M | 3.91M | 0.8% | ▲+4.5% Added · +170K sh | |
| 38 | Lgi Homes Inc Com CS | $28.5M | 721.6K | 0.6% | ▲+1.5% Added · +10K sh | |
| 39 | Monday.com Ltd CS | $27.9M | 403.9K | 0.6% | ▲+454% Added · +331K sh | |
| 40 | Graco Inc Com CS | $27.7M | 327.4K | 0.6% | ▼−8.7% Reduced · −31K sh | |
| 41 | Trex Co Inc Com CS | $24.7M | 678.4K | 0.5% | ▼−33% Reduced · −329K sh | |
| 42 | Dynatrace Inc New CS | $24.4M | 658.7K | 0.5% | ▲New New position | |
| 43 | Powerfleet Inc CS | $22.5M | 7.32M | 0.5% | ▼−7.6% Reduced · −603K sh | |
| 44 | Gitlab, Inc CS | $19.7M | 909.5K | 0.4% | ▲New New position | |
| 45 | Geospace Technologies Corp Com CS | $13.4M | 1.10M | 0.3% | ▼−2.7% Reduced · −30K sh | |
| 46 | Paychex Inc Com CS | $13.2M | 143.0K | 0.3% | ▼−6.7% Reduced · −10K sh | |
| 47 | Yeti Hldgs Inc Com CS | $10.8M | 293.8K | 0.2% | ▲+121% Added · +161K sh | |
| 48 | Weave Communications Inc Com CS | $10.5M | 2.28M | 0.2% | ▼−1.5% Reduced · −35K sh | |
| 49 | Progyny Inc Com CS | $9.8M | 574.6K | 0.2% | ▼−7.7% Reduced · −48K sh | |
| 50 | Ceva Inc Com CS | $8.4M | 450.5K | 0.2% | ▼−26% Reduced · −157K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 61 | $4.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 61 | $5.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 64 | $5.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 64 | $5.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 64 | $4.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 65 | $5.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 69 | $5.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 66 | $5.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 68 | $5.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 63 | $4.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 65 | $4.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 64 | $4.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 67 | $3.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 69 | $3.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 72 | $3.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 75 | $3.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 96 | $4.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 101 | $5.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 79 | $5.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 83 | $5.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 80 | $4.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 83 | $5.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 78 | $4.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 80 | $4.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.