Arkolith/Funds/Disciplined Growth Investors Inc

Disciplined Growth Investors Inc

CIK 1050442Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Disciplined Growth Investors Inc holds a focused book of 58 stocks worth $5.9B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Plexus Corp. Their largest long position is Plexus Corp at 7% of the equity book.

Opened
5
bought for the first time
Added to
27
already held, bought more
Trimmed
27
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
59%
Industrials
13%
Communication Services
8%
Energy
7%
Consumer Discretionary
5%
Health Care
4%
Financials
4%
Consumer Staples
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Disciplined Growth Investors Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.66 / 58$717.3B
MORGAN STANLEY66 / 58$147.7B
ROYAL BANK OF CANADA66 / 58$42.1B
UBS Group AG66 / 58$39.5B
CITIGROUP INC66 / 58$16.8B
CWM, LLC66 / 58$1.6B
STATE STREET CORP65 / 58$415.2B
GEODE CAPITAL MANAGEMENT, LLC65 / 58$248.1B

Ranked by how many of Disciplined Growth Investors Inc's top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

58 positions
#SecurityValueShares% PortLast moveHistory
1Plexus Corp Com
CS
$433.2M1.44M
7.3%
▼−3.6%
Reduced · −54K sh
2Viasat Inc Com
CS
$425.9M4.74M
7.2%
▼−16%
Reduced · −919K sh
3Everpure Inc CL A
CS
$366.1M4.65M
6.2%
▼−0.4%
Reduced · −20K sh
4Garmin Ltd SHS
CS
$315.2M1.33M
5.3%
▼−0.3%
Reduced · −5K sh
5Arista Networks Inc Com SHS
CS
$303.8M1.79M
5.1%
▼−1.3%
Reduced · −23K sh
6Cognex Corp Com
CS
$299.8M4.14M
5.1%
▼−4.2%
Reduced · −182K sh
7Expand Energy Corporation Com
CS
$214.0M2.35M
3.6%
▼−1.1%
Reduced · −26K sh
8Proto Labs Inc Com
CS
$194.0M2.38M
3.3%
▼−4.7%
Reduced · −117K sh
9Akamai Technologies Com
CS
$193.3M1.64M
3.3%
▼−1.4%
Reduced · −24K sh
10Devon Energy Corp New Com
CS
$174.3M4.22M
3.0%
▲New
New position
11Alarm Com Hldgs Inc Com
CS
$167.5M3.59M
2.8%
▲+9.7%
Added · +317K sh
12Generac Hldgs Inc Com
CS
$163.6M558.6K
2.8%
▼−3.8%
Reduced · −22K sh
13Power Integrations Inc Com
CS
$158.5M1.89M
2.7%
▼−3.4%
Reduced · −67K sh
14Semtech Corp Com
CS
$154.6M955.0K
2.6%
▼−57%
Reduced · −1.3M sh
15Interdigital Inc Com
CS
$144.4M510.1K
2.4%
▼−8.4%
Reduced · −47K sh
16Zeta Global Holdings Corp CL A
CS
$133.1M6.76M
2.3%
▲+9.9%
Added · +608K sh
17Align Technology Inc
CS
$132.1M783.2K
2.2%
▲+0.9%
Added · +7K sh
18Snap On Inc Com
CS
$122.8M305.2K
2.1%
▼−0.9%
Reduced · −3K sh
19SPS Comm Inc Com
CS
$121.4M2.12M
2.1%
▲+162%
Added · +1.3M sh
20Gentex Corp Com
CS
$115.3M4.56M
2.0%
▲+0.9%
Added · +42K sh
21Sharkninja Inc Com SHS
CS
$109.0M715.7K
1.8%
▲+67%
Added · +288K sh
22Doubleverify Hldgs Inc Com
CS
$105.0M9.69M
1.8%
▲+148%
Added · +5.8M sh
23Gitlab, Inc
CS
$101.0M3.31M
1.7%
▲+264%
Added · +2.4M sh
24Monday.com Ltd
CS
$91.5M1.26M
1.5%
▲+213%
Added · +859K sh
25Super Micro Computer Inc Com N
CS
$78.1M2.66M
1.3%
▼−47%
Reduced · −2.3M sh
26Stitch Fix Inc Com CL A
CS
$77.7M18.91M
1.3%
▲+0.9%
Added · +172K sh
27Take-Two Interactive Software
CS
$73.0M292.1K
1.2%
▲+0.6%
Added · +2K sh
28Dolby Laboratories Inc Com CL
CS
$65.6M1.25M
1.1%
▼−1.6%
Reduced · −20K sh
29Floor & Decor Hldgs Inc CL A
CS
$65.5M1.10M
1.1%
▲+1.1%
Added · +12K sh
30Ipg Photonics Corp Com
CS
$62.3M530.8K
1.1%
▲+0.4%
Added · +2K sh
31Autodesk Inc Com
CS
$60.1M309.3K
1.0%
▲+2.5%
Added · +8K sh
32Lgi Homes Inc Com
CS
$51.9M815.1K
0.9%
▲+13%
Added · +93K sh
33Simpson MFG Inc Com
CS
$50.4M240.7K
0.9%
▼−0.4%
Reduced · −901 sh
34Kornit Digital Ltd SHS
CS
$49.3M3.03M
0.8%
▲+1.1%
Added · +32K sh
35Gartner Inc Com
CS
$44.7M344.7K
0.8%
▲+1.7%
Added · +6K sh
36Microchip Technology Inc. Com
CS
$43.6M478.5K
0.7%
▼−62%
Reduced · −767K sh
37Celsius Hldgs Inc Com New
CS
$42.9M1.47M
0.7%
▲+2.0%
Added · +29K sh
38Intuitive Surgical Inc
CS
$42.2M106.0K
0.7%
▼−0.9%
Reduced · −961 sh
39Dynatrace Inc New
CS
$39.9M908.5K
0.7%
▲+38%
Added · +250K sh
40Core Laboratories Inc
CS
$35.4M3.04M
0.6%
▼−38%
Reduced · −1.9M sh
41Progyny Inc Com
CS
$34.1M1.18M
0.6%
▲+106%
Added · +607K sh
42Ceva Inc Com
CS
$31.3M662.8K
0.5%
▲+47%
Added · +212K sh
43Trex Co Inc Com
CS
$29.6M592.1K
0.5%
▼−13%
Reduced · −86K sh
44Veeva Sys Inc CL A Com
CS
$25.0M141.0K
0.4%
▲New
New position
45Graco Inc Com
CS
$24.3M321.5K
0.4%
▼−1.8%
Reduced · −6K sh
46Powerfleet Inc
CS
$24.0M6.26M
0.4%
▼−14%
Reduced · −1.1M sh
47Intuit Com
CS
$22.5M86.0K
0.4%
▼−1.3%
Reduced · −1K sh
48Weave Communications Inc Com
CS
$18.0M3.00M
0.3%
▲+32%
Added · +723K sh
49Ziprecruiter Inc CL A
CS
$15.3M4.09M
0.3%
▼−3.0%
Reduced · −125K sh
50Paychex Inc Com
CS
$14.9M151.7K
0.3%
▲+6.1%
Added · +9K sh
Showing 50 of 58 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202658$5.9B13F-HR
Q1 2026Mar 31, 2026May 15, 202661$4.9B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202661$5.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202564$5.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202564$5.2B13F-HR
Q1 2025Mar 31, 2025May 15, 202564$4.8B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202565$5.3B13F-HR
Q3 2024Sep 30, 2024Nov 15, 202469$5.3B13F-HR
Q2 2024Jun 30, 2024Aug 15, 202466$5.3B13F-HR
Q1 2024Mar 31, 2024May 15, 202468$5.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202463$4.6B13F-HR
Q3 2023Sep 30, 2023Nov 15, 202365$4.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202364$4.4B13F-HR
Q1 2023Mar 31, 2023May 15, 202367$3.9B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202369$3.9B13F-HR
Q3 2022Sep 30, 2022Nov 15, 202272$3.6B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202275$3.7B13F-HR
Q1 2022Mar 31, 2022May 16, 202296$4.6B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022101$5.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202179$5.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202183$5.2B13F-HR
Q1 2021Mar 31, 2021May 17, 202180$4.9B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202183$5.2B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202078$4.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.