DISCIPLINED GROWTH INVESTORS INC [Rocket]

Holdings

DISCIPLINED GROWTH INVESTORS INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Super Micro Computer, Inc.	SMCI	Common	2,955,521	-1,555,350	736,663,609,000	366,321,100,000	16.63		Hist	06/30/2023
Pure Storage, Inc.	PSTG	Common	5,794,393	640,596	213,349,550,000	75,433,942,000	4.81	1.88	Hist	06/30/2023
PLEXUS CORP	PLXS	Common	2,065,732	-248,204	202,937,512,000	-35,235,920,000	4.58	7.46	Hist	06/30/2023
POWER INTEGRATIONS INC	POWI	Common	2,103,568	-297,737	199,144,783,000	26,923,188,000	4.49	3.67	Hist	06/30/2023
SOUTHWESTERN ENERGY CO	SWN	Common	29,157,714	-1,872,242	175,237,861,000	-6,287,382,000	3.95	2.65	Hist	06/30/2023
ALIGN TECHNOLOGY INC	ALGN	Common	456,190	-55,200	161,327,032,000	53,474,881,000	3.64		Hist	06/30/2023
MICROCHIP TECHNOLOGY INC	MCHP	Common	1,776,457	-292,886	159,152,783,000	13,781,437,000	3.59	0.33	Hist	06/30/2023
GARMIN LTD	GRMN	COM	1,376,808	-146,893	143,587,306,000	2,964,941,000	3.24	0.72	Hist	06/30/2023
AKAMAI TECHNOLOGIES INC	AKAM	Common	1,419,042	-197,726	127,529,305,000	-8,764,237,000	2.88	0.93	Hist	06/30/2023
Coterra Energy Inc.	COG	Common	4,954,476	-810,775	125,348,243,000	-16,303,974,000	2.83	0.64	Hist	06/30/2023
GENTEX CORP	GNTX	Common	4,223,172	-642,664	123,570,013,000	-9,121,335,000	2.79	1.80	Hist	06/30/2023
INTUIT INC.	INTU	Common	266,871	-37,859	122,277,623,000	3,670,612,000	2.76	0.10	Hist	06/30/2023
Dolby Laboratories, Inc.	DLB	CALL	1,413,180	-199,428	118,254,902,000	4,501,534,000	2.67		Hist	06/30/2023
VIASAT INC	VSAT	Common	2,849,003	-100,484	117,549,864,000	24,198,600,000	2.65		Hist	06/30/2023
COGNEX CORP	CGNX	Common	1,996,647	-325,479	111,852,165,000	2,456,809,000	2.52		Hist	06/30/2023
Arista Networks, Inc.	ANET	Common	657,647	-124,736	106,578,273,000	11,636,096,000	2.41		Hist	06/30/2023
Snap-on Inc	SNA	Common	363,480	-66,469	104,751,301,000	6,512,254,000	2.36	0.68	Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	277,131	-57,099	94,762,174,000	6,074,244,000	2.14		Hist	06/30/2023
Alarm.com Holdings, Inc.	ALRM	COM	1,750,412	-165,558	90,461,292,000	-4,340,904,000	2.04	3.51	Hist	06/30/2023
LANDSTAR SYSTEM INC	LSTR	Common	445,967	-77,430	85,866,486,000	605,115,000	1.94	1.24	Hist	06/30/2023
ROYAL CARIBBEAN CRUISES LTD	RCL	Common	764,630	-142,504	79,322,716,000	34,483,082,000	1.79	0.30	Hist	06/30/2023
Autodesk, Inc.	ADSK	Common	380,524	-82,621	77,859,016,000	-8,688,890,000	1.76	0.18	Hist	06/30/2023
LGI Homes, Inc.	LGIH	COM	507,454	-59,891	68,450,470,000	15,914,323,000	1.54		Hist	06/30/2023
INTERDIGITAL INC.	IDCC	Common	682,315	-109,085	65,877,513,000	26,719,041,000	1.49		Hist	06/30/2023
GENTHERM Inc	THRM	Common	1,117,038	-83,661	63,123,817,000	-15,269,821,000	1.42	3.36	Hist	06/30/2023
Proto Labs Inc	PRLB	COM	1,746,115	-375,776	61,044,180,000	6,872,303,000	1.38		Hist	06/30/2023
IPG PHOTONICS CORP	IPGP	Common	423,108	167,182	57,466,529,000	33,238,015,000	1.30	0.89	Hist	06/30/2023
Floor & Decor Holdings, Inc.	FND	COM	526,448	126,774	54,729,534,000	26,900,233,000	1.24	0.50	Hist	06/30/2023
Sleep Number Corp	SNBR	Common Stock	1,932,529	-208,505	52,719,391,000	-2,904,672,000	1.19	8.71	Hist	06/30/2023
MYRIAD GENETICS INC	MYGN	Common	2,009,802	-262,642	46,587,210,000	13,614,048,000	1.05		Hist	06/30/2023
GRACO INC	GGG	Common	452,595	-90,085	39,081,546,000	2,580,889,000	0.88		Hist	06/30/2023
Under Armour, Inc.	UA	CL A	5,169,000	-783,318	37,320,180,000	-23,155,371,000	0.84		Hist	06/30/2023
SPS COMMERCE INC	SPSC	Common	193,879	-6,862	37,236,401,000	11,455,234,000	0.84		Hist	06/30/2023
Strategic Education, Inc.	STRA	COM	481,895	-64,217	32,691,757,000	-10,079,735,000	0.74	1.97	Hist	06/30/2023
TREX CO INC	TREX	Common	430,055	-8,562	28,194,406,000	9,627,748,000	0.64	0.40	Hist	06/30/2023
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