Disciplined Growth Investors portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Disciplined Growth Investors reported a $5.9 bn portfolio of 58 positions to the SEC as of the end of Q2 2026. Its largest positions are PLXS, VSAT, P. During the quarter it opened Devon Energy.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Disciplined Growth Investors has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Plus 2 more, in its EDGAR filings.
What changed this quarter
51 positions with a change (3 new, 21 added to, 22 trimmed, 5 sold); also, 1 exited through an acquisition or merger. 10 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Devon Energy+3.0 ppof portfolioNew— → 3.0%
- Semtech−57%fewer sharesReduced3.5% → 2.6%
- Viasat−16%fewer sharesReduced5.3% → 7.2%
- SPS Commerce+162%more sharesIncreased0.9% → 2.1%
- Gitlab+264%more sharesIncreased0.4% → 1.7%
- Microchip Technology−62%fewer sharesReduced1.6% → 0.7%
- Super Micro Computer−47%fewer sharesReduced2.3% → 1.3%
- DoubleVerify Holdings+148%more sharesIncreased0.8% → 1.8%
- monday.com+213%more sharesIncreased0.6% → 1.5%
- Sharkninja+67%more sharesIncreased0.9% → 1.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- PlexusPLXS7.3%
- ViasatVSAT7.2%
- EverpureP6.2%
- GarminGRMN5.3%
- Arista NetworksANET5.1%
- CognexCGNX5.1%
- Expand EnergyEXE3.6%
- Proto LabsPRLB3.3%
- Akamai TechnologiesAKAM3.3%
- Devon EnergyDVN3.0%
- Alarm.com HoldingsALRM2.8%
- Generac HoldingsGNRC2.8%
- Power IntegrationsPOWI2.7%
- SemtechSMTC2.6%
- InterdigitalIDCC2.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 62%
- ● Consumer Discretionary 13%
- ● Industrials 11%
- ● Energy 7%
- ● Health Care 4%
- ● Communication Services 1%
- ● Financials 1%
- ● Consumer Staples 1%
How its portfolio changed (8 quarters)
Q2 2026: 58
Q2 2026: 49%
Q2 2026: 9.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 27, 2026 (medium confidence).
The data, as reported: DISCIPLINED GROWTH INVESTORS INC (CRD 106746): Institutional mandates; 5.D assets by client type: pooled vehicles 26%, high net worth 26%, charities 21%, registered funds 10% (of $5.5 bn); 5.F 144 accounts, 0% non-discretionary; 5.D 137 clients, 102 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
- Scge ManagementInvestment firm · $5.9 bn
- DSM Capital PartnersInvestment firm · $5.8 bn
- Kensico Capital ManagementInvestment firm · $5.8 bn
- Sessa Capital IMInvestment firm · $5.8 bn
- Montrusco Bolton InvestmentsInvestment firm · $5.8 bn
- Lingotto Investment Management LLPInvestment firm · $5.7 bn