StockDriftsStockDriftsTop 50 Disciplined Growth Investors INC Mn Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLXS | PLEXUS CORP COM | 7.34% | 1.44M | $433.2M | -3.59%(-53.68K) | $51.22(+428.90%) | 2026-06-30 | |
| VSAT | VIASAT INC COM | 7.21% | 4.74M | $425.9M | -16.23%(-918.88K) | $29.22(+194.51%) | 2026-06-30 | |
| PSTG | EVERPURE INC CL A | 6.2% | 4.65M | $366.1M | -0.43%(-20.05K) | $19.64(+313.32%) | 2026-06-30 | |
| GRMN | GARMIN LTD SHS | 5.34% | 1.33M | $315.2M | -0.35%(-4.61K) | $74.66(+317.71%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC COM SHS | 5.14% | 1.79M | $303.8M | -1.25%(-22.69K) | $35.73(+469.90%) | 2026-06-30 | |
| CGNX | COGNEX CORP COM | 5.08% | 4.14M | $299.8M | -4.22%(-182.36K) | $41.61(+48.01%) | 2026-06-30 | |
| EXE | EXPAND ENERGY CORPORATION COM | 3.62% | 2.35M | $214.0M | -1.11%(-26.38K) | $91.28(+3.72%) | 2026-06-30 | |
| PRLB | PROTO LABS INC COM | 3.29% | 2.38M | $194.0M | -4.68%(-116.84K) | $57.77(+59.82%) | 2026-06-30 | |
| AKAM | AKAMAI TECHNOLOGIES COM | 3.27% | 1.64M | $193.3M | -1.42%(-23.59K) | $73.22(+71.12%) | 2026-06-30 | |
| DVN | DEVON ENERGY CORP NEW COM | 2.95% | 4.22M | $174.3M | new | $46.42(-4.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.39% | +106.75% | +16.87% | +118.02% |
| Top 20 Holdings Unweighted | +19.12% | +69.04% | +8.59% | +50.97% |
Disciplined Growth Investors INC Mn reports $5.91B in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are PLXS (7.3%), VSAT (7.2%) and PSTG (6.2%). The top 20 holdings account for 73.38% of reported assets. Its disclosed equity book has returned +106.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Disciplined Growth Investors INC Mn’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1050442). View Disciplined Growth Investors INC Mn’s 13F filings on SEC