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Disciplined Growth Investors, Inc.
institutioneller Anleger · Portfolio $5.91 Mrd. · 58 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.12.2025 · 66
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Plexus Corp US:PLXS | 1 440 935 | $433 Mio. | 7.34% | −149 905 |
| ViaSat Inc US:VSAT | 4 741 812 | $426 Mio. | 7.21% | −1 183 958 |
| Everpure, Inc. US:P | 4 646 725 | $366 Mio. | 6.20% | −250 681 |
| GARMIN LTD SHS CUSIP H2906T109 | 1 326 832 | $315 Mio. | 5.34% | −72 683 |
| Arista Networks US:ANET | 1 788 304 | $304 Mio. | 5.14% | −160 520 |
| Cognex Corporation US:CGNX | 4 139 715 | $300 Mio. | 5.08% | −515 643 |
| Expand Energy Corporation US:EXE | 2 346 927 | $214 Mio. | 3.62% | −202 952 |
| Proto Labs Inc US:PRLB | 2 380 514 | $194 Mio. | 3.29% | −293 215 |
| AKAMAI TECHNOLOGIES INC US:AKAM | 1 635 207 | $193 Mio. | 3.27% | −139 676 |
| Devon Energy Corporation US:DVN | 4 219 415 | $174 Mio. | 2.95% | neu |
| Alarm.com Holdings Inc US:ALRM | 3 585 614 | $168 Mio. | 2.84% | +168 097 |
| Generac Holdings Inc US:GNRC | 558 568 | $164 Mio. | 2.77% | −69 208 |
| Power Integrations Inc US:POWI | 1 891 864 | $158 Mio. | 2.68% | −109 834 |
| SEMTECH CORP US:SMTC | 955 033 | $155 Mio. | 2.62% | −1 846 258 |
| InterDigital Inc US:IDCC | 510 096 | $144 Mio. | 2.45% | −99 057 |
| Zeta Global Holdings Corp US:ZETA | 6 761 165 | $133 Mio. | 2.25% | +1 260 757 |
| Align Technology Inc US:ALGN | 783 178 | $132 Mio. | 2.24% | −37 757 |
| Snap-On Inc US:SNA | 305 180 | $123 Mio. | 2.08% | −22 574 |
| SPS Commerce Inc US:SPSC | 2 123 881 | $121 Mio. | 2.06% | +1 279 268 |
| Gentex Corporation US:GNTX | 4 561 485 | $115 Mio. | 1.95% | −241 738 |
| SHARKNINJA INC COM SHS CUSIP G8068L108 | 715 721 | $109 Mio. | 1.85% | +260 124 |
| DoubleVerify Holdings Inc US:DV | 9 689 140 | $105 Mio. | 1.78% | +5 950 747 |
| Gitlab Inc US:GTLB | 3 308 421 | $101 Mio. | 1.71% | neu |
| MONDAY.COM LTD CUSIP M7S64H106 | 1 263 335 | $91.5 Mio. | 1.55% | +1 190 386 |
| Super Micro Computer Inc US:SMCI | 2 663 417 | $78.1 Mio. | 1.32% | −6 974 075 |
| Stitch Fix, Inc. US:SFIX | 18 910 052 | $77.7 Mio. | 1.32% | −567 639 |
| Take-Two Interactive Softwar… US:TTWO | 292 065 | $73.0 Mio. | 1.24% | −14 870 |
| Dolby Laboratories US:DLB | 1 247 791 | $65.6 Mio. | 1.11% | −94 701 |
| Floor & Decor Holdings Inc US:FND | 1 103 591 | $65.5 Mio. | 1.11% | −43 147 |
| IPG Photonics Corporation US:IPGP | 530 833 | $62.3 Mio. | 1.05% | −35 901 |
| Autodesk Inc US:ADSK | 309 345 | $60.1 Mio. | 1.02% | −12 622 |
| LGI Homes US:LGIH | 815 069 | $51.9 Mio. | 0.88% | +103 855 |
| Simpson Manufacturing Compan… US:SSD | 240 664 | $50.4 Mio. | 0.85% | −19 566 |
| KORNIT DIGITAL LTD SHS CUSIP M6372Q113 | 3 031 101 | $49.3 Mio. | 0.83% | −3 490 |
| Gartner Inc US:IT | 344 687 | $44.7 Mio. | 0.76% | −12 473 |
| Microchip Technology Inc US:MCHP | 478 469 | $43.6 Mio. | 0.74% | −1 306 886 |
| Celsius Holdings Inc US:CELH | 1 466 503 | $42.9 Mio. | 0.73% | −58 644 |
| Intuitive Surgical Inc US:ISRG | 106 000 | $42.2 Mio. | 0.71% | −4 426 |
| Dynatrace, Inc. US:DT | 908 550 | $39.9 Mio. | 0.68% | neu |
| Core Laboratories NV US:CLB | 3 042 177 | $35.4 Mio. | 0.60% | −2 124 737 |
| Progyny Inc US:PGNY | 1 181 632 | $34.1 Mio. | 0.58% | +559 199 |
| CEVA Inc US:CEVA | 662 802 | $31.3 Mio. | 0.53% | +55 054 |
| Trex Company Inc US:TREX | 592 096 | $29.6 Mio. | 0.50% | −415 140 |
| Veeva Systems Inc Class A US:VEEV | 140 964 | $25.0 Mio. | 0.42% | neu |
| Graco Inc US:GGG | 321 466 | $24.3 Mio. | 0.41% | −36 946 |
| PowerFleet, Inc. US:AIOT | 6 258 600 | $24.0 Mio. | 0.41% | −1 660 334 |
| Intuit Inc US:INTU | 86 019 | $22.5 Mio. | 0.38% | −3 776 |
| Weave Communications Inc US:WEAV | 2 998 909 | $18.0 Mio. | 0.30% | +687 566 |
| Ziprecruiter Inc US:ZIP | 4 091 619 | $15.3 Mio. | 0.26% | −2 279 520 |
| Paychex Inc US:PAYX | 151 732 | $14.9 Mio. | 0.25% | −1 619 |
| Materialise NV US:MTLS · Hinterlegungsschein | 1 992 441 | $14.8 Mio. | 0.25% | +818 595 |
| YETI Holdings Inc US:YETI | 294 902 | $14.6 Mio. | 0.25% | +162 205 |
| Axogen Inc US:AXGN | 127 859 | $5.91 Mio. | 0.10% | −74 017 |
| INMODE LTD SHS CUSIP M5425M103 | 318 545 | $4.66 Mio. | 0.08% | +35 676 |
| GLOBANT SA CUSIP L44385109 | 100 347 | $2.90 Mio. | 0.05% | +16 252 |
| MiMedx Group Inc US:MDXG | 587 932 | $2.26 Mio. | 0.04% | −894 962 |
| Apple Inc. US:AAPL | 992 | $287 Tsd. | 0.00% | −543 |
| CCC Intelligent Solutions Ho… US:CCC | 34 887 | $180 Tsd. | 0.00% | neu |
| Broadcom Inc. US:AVGO | 0 (war 893) | — | — | verkauft |
| COTERRA ENERGY INC COM CUSIP 127097103 | 0 (war 6 777 536) | — | — | verkauft |
| eGain Corporation US:EGAN | 0 (war 935 270) | — | — | verkauft |
| Geospace Technologies Corpor… US:GEOS | 0 (war 1 131 568) | — | — | verkauft |
| Microsoft Corporation US:MSFT | 0 (war 672) | — | — | verkauft |
| MillerKnoll Inc US:MLKN | 0 (war 515 994) | — | — | verkauft |
| Shotspotter Inc US:SSTI | 0 (war 195 941) | — | — | verkauft |
| Stoneridge Inc US:SRI | 0 (war 204 019) | — | — | verkauft |
In Unternehmen Unserer Datenbank 9
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Stitch Fix, Inc. | 15.96% | 18 910 052 | 2026-06-30 |
| Proto Labs Inc | 9.95% | 2 380 514 | 2026-06-30 |
| Alarm.com Holdings Inc | 7.25% | 3 585 614 | 2026-06-30 |
| PowerFleet, Inc. | 4.66% | 6 258 600 | 2026-06-30 |
| LGI Homes | 3.51% | 815 069 | 2026-06-30 |
| ViaSat Inc | 3.44% | 4 741 812 | 2026-06-30 |
| Cognex Corporation | 2.46% | 4 139 715 | 2026-06-30 |
| Gitlab Inc | 2% | 3 308 421 | 2026-06-30 |
| Everpure, Inc. | 1.39% | 4 646 725 | 2026-06-30 |
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