StockDriftsStockDriftsTop 50 Disciplined Growth Investors INC Mn Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD SHS | 6.32% | 1.33M | $308.9M | -4.86%(-68.07K) | $74.66(+221.50%) | 2026-03-31 | |
| PLXS | PLEXUS CORP COM | 6.19% | 1.49M | $302.7M | -6.05%(-96.22K) | $51.22(+437.08%) | 2026-03-31 | |
| PSTG | EVERPURE INC CL A | 5.64% | 4.67M | $275.5M | -4.71%(-230.63K) | $19.64(+313.32%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION COM | 5.33% | 2.37M | $260.5M | -6.92%(-176.58K) | $91.28(-0.62%) | 2026-03-31 | |
| VSAT | VIASAT INC COM | 5.31% | 5.66M | $259.3M | -4.47%(-265.08K) | $29.22(+184.24%) | 2026-03-31 | |
| CTRA | COTERRA ENERGY INC COM | 4.6% | 6.40M | $224.7M | -5.64%(-382.44K) | $20.92(+55.67%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC COM SHS | 4.55% | 1.81M | $222.4M | -7.07%(-137.83K) | $35.73(+347.79%) | 2026-03-31 | |
| CGNX | COGNEX CORP COM | 4.33% | 4.32M | $211.7M | -7.16%(-333.28K) | $41.61(+62.93%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES COM | 3.9% | 1.66M | $190.5M | -6.54%(-116.09K) | $73.22(+54.57%) | 2026-03-31 | |
| SMTC | SEMTECH CORP COM | 3.47% | 2.21M | $169.7M | -21.22%(-594.54K) | $37.23(+263.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.36% | +101.75% |
| Top 20 Holdings Unweighted | +14.24% | +49.10% |
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