DISCIPLINED GROWTH INVESTORS INC /MN — 13F holdings

DISCIPLINED GROWTH INVESTORS INC /MN reported 58 holdings worth $5.91B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PLXS PLEXUS CORP — $433M (7.3%)
2. VSAT VIASAT INC — $426M (7.2%)
3. P PURE STORAGE INC — $366M (6.2%)
4. GRMN GARMIN LTD — $315M (5.3%)
5. ANET ARISTA NETWORKS INC — $304M (5.1%)
6. CGNX COGNEX CORP — $300M (5.1%)
7. EXE EXPAND ENERGY CORPORATION — $214M (3.6%)
8. PRLB PROTO LABS INC — $194M (3.3%)
9. AKAM AKAMAI TECHNOLOGIES INC — $193M (3.3%)
10. DVN DEVON ENERGY CORP NEW — $174M (3.0%)