DISCIPLINED GROWTH INVESTORS INC /MN
MINNEAPOLIS MN · SEC CIK 0001050442
$59.07亿2026Q2 申报市值
58持仓数
49.4%前十大占比 · 第一大 7.3%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DVN 新建仓+$1.74亿
SPSC 加仓+$7,506.10万
GTLB 加仓+$7,323.76万
DV 加仓+$6,266.65万
MNDY 加仓+$6,221.54万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$2.25亿
SMTC 减仓-$2.03亿
VSAT 减仓-$8,252.43万
MCHP 减仓-$6,998.27万
SMCI 减仓-$6,815.54万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLXS | PLEXUS CORP COM | $4.33亿 | 7.34% | 1,440,935 | -53,684 | -3.6% | -$1,614.12万 | 减仓 |
| VSAT | VIASAT INC COM | $4.26亿 | 7.21% | 4,741,812 | -918,876 | -16.2% | -$8,252.43万 | 减仓 |
| P | EVERPURE INC CL A | $3.66亿 | 6.20% | 4,646,725 | -20,052 | -0.4% | -$157.99万 | 减仓 |
| GRMN | GARMIN LTD SHS | $3.15亿 | 5.34% | 1,326,832 | -4,609 | -0.3% | -$109.48万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3.04亿 | 5.14% | 1,788,304 | -22,689 | -1.3% | -$385.44万 | 减仓 |
| CGNX | COGNEX CORP COM | $3.00亿 | 5.08% | 4,139,715 | -182,360 | -4.2% | -$1,320.65万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $2.14亿 | 3.62% | 2,346,927 | -26,375 | -1.1% | -$240.51万 | 减仓 |
| PRLB | PROTO LABS INC COM | $1.94亿 | 3.29% | 2,380,514 | -116,841 | -4.7% | -$952.37万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES COM | $1.93亿 | 3.27% | 1,635,207 | -23,585 | -1.4% | -$278.80万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $1.74亿 | 2.95% | 4,219,415 | 4,219,415 | — | $1.74亿 | 新建仓 |
| ALRM | ALARM COM HLDGS INC COM | $1.68亿 | 2.84% | 3,585,614 | 316,628 | 9.7% | $1,479.29万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $1.64亿 | 2.77% | 558,568 | -22,360 | -3.8% | -$654.72万 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $1.58亿 | 2.68% | 1,891,864 | -67,308 | -3.4% | -$563.77万 | 减仓 |
| SMTC | SEMTECH CORP COM | $1.55亿 | 2.62% | 955,033 | -1,251,715 | -56.7% | -$2.03亿 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $1.44亿 | 2.45% | 510,096 | -46,692 | -8.4% | -$1,321.99万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $1.33亿 | 2.25% | 6,761,165 | 607,693 | 9.9% | $1,195.94万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.32亿 | 2.24% | 783,178 | 7,352 | 0.9% | $124.00万 | 加仓 |
| SNA | SNAP ON INC COM | $1.23亿 | 2.08% | 305,180 | -2,668 | -0.9% | -$107.36万 | 减仓 |
| SPSC | SPS COMM INC COM | $1.21亿 | 2.06% | 2,123,881 | 1,312,943 | 161.9% | $7,506.10万 | 加仓 |
| GNTX | GENTEX CORP COM | $1.15亿 | 1.95% | 4,561,485 | 41,777 | 0.9% | $105.57万 | 加仓 |
| SN | SHARKNINJA INC COM SHS | $1.09亿 | 1.85% | 715,721 | 288,292 | 67.4% | $4,389.83万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $1.05亿 | 1.78% | 9,689,140 | 5,781,039 | 147.9% | $6,266.65万 | 加仓 |
| GTLB | GITLAB, INC | $1.01亿 | 1.71% | 3,308,421 | 2,398,874 | 263.7% | $7,323.76万 | 加仓 |
| MNDY | MONDAY.COM LTD | $9,145.28万 | 1.55% | 1,263,335 | 859,447 | 212.8% | $6,221.54万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM N | $7,811.80万 | 1.32% | 2,663,417 | -2,323,742 | -46.6% | -$6,815.54万 | 减仓 |
| SFIX | STITCH FIX INC COM CL A | $7,772.03万 | 1.32% | 18,910,052 | 171,872 | 0.9% | $70.64万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $7,301.05万 | 1.24% | 292,065 | 1,839 | 0.6% | $45.97万 | 加仓 |
| DLB | DOLBY LABORATORIES INC COM CL | $6,560.89万 | 1.11% | 1,247,791 | -19,992 | -1.6% | -$105.12万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $6,550.92万 | 1.11% | 1,103,591 | 11,750 | 1.1% | $69.75万 | 加仓 |
| IPGP | IPG PHOTONICS CORP COM | $6,227.74万 | 1.05% | 530,833 | 2,096 | 0.4% | $24.59万 | 加仓 |
| ADSK | AUTODESK INC COM | $6,014.30万 | 1.02% | 309,345 | 7,588 | 2.5% | $147.53万 | 加仓 |
| LGIH | LGI HOMES INC COM | $5,190.36万 | 0.88% | 815,069 | 93,468 | 13.0% | $595.20万 | 加仓 |
| SSD | SIMPSON MFG INC COM | $5,038.31万 | 0.85% | 240,664 | -901 | -0.4% | -$18.86万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD SHS | $4,925.54万 | 0.83% | 3,031,101 | 32,431 | 1.1% | $52.70万 | 加仓 |
| IT | GARTNER INC COM | $4,467.83万 | 0.76% | 344,687 | 5,794 | 1.7% | $75.10万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $4,363.64万 | 0.74% | 478,469 | -767,353 | -61.6% | -$6,998.27万 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $4,293.92万 | 0.73% | 1,466,503 | 28,852 | 2.0% | $84.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,215.41万 | 0.71% | 106,000 | -961 | -0.9% | -$38.22万 | 减仓 |
| DT | DYNATRACE INC NEW | $3,989.45万 | 0.68% | 908,550 | 249,827 | 37.9% | $1,096.99万 | 加仓 |
| CLB | CORE LABORATORIES INC | $3,544.14万 | 0.60% | 3,042,177 | -1,894,938 | -38.4% | -$2,207.60万 | 减仓 |
| PGNY | PROGYNY INC COM | $3,406.65万 | 0.58% | 1,181,632 | 607,066 | 105.7% | $1,750.17万 | 加仓 |
| CEVA | CEVA INC COM | $3,125.77万 | 0.53% | 662,802 | 212,318 | 47.1% | $1,001.29万 | 加仓 |
| TREX | TREX CO INC COM | $2,962.85万 | 0.50% | 592,096 | -86,261 | -12.7% | -$431.65万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $2,501.69万 | 0.42% | 140,964 | 140,964 | — | $2,501.69万 | 新建仓 |
| GGG | GRACO INC COM | $2,430.60万 | 0.41% | 321,466 | -5,935 | -1.8% | -$44.87万 | 减仓 |
| AIOT | POWERFLEET INC | $2,397.04万 | 0.41% | 6,258,600 | -1,057,572 | -14.5% | -$405.05万 | 减仓 |
| INTU | INTUIT COM | $2,245.10万 | 0.38% | 86,019 | -1,107 | -1.3% | -$28.89万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC COM | $1,796.35万 | 0.30% | 2,998,909 | 722,528 | 31.7% | $432.79万 | 加仓 |
| ZIP | ZIPRECRUITER INC CL A | $1,534.36万 | 0.26% | 4,091,619 | -124,982 | -3.0% | -$46.87万 | 减仓 |
| PAYX | PAYCHEX INC COM | $1,491.99万 | 0.25% | 151,732 | 8,732 | 6.1% | $85.86万 | 加仓 |
| — | MATERIALISE NV SPONSORED ADS | $1,480.38万 | 0.25% | 1,992,441 | 857,054 | 75.5% | $636.79万 | 加仓 |
| YETI | YETI HLDGS INC COM | $1,461.53万 | 0.25% | 294,902 | 1,062 | 0.4% | $5.26万 | 加仓 |
| AXGN | AXOGEN INC COM | $590.58万 | 0.10% | 127,859 | -68,706 | -35.0% | -$317.35万 | 减仓 |
| INMD | INMODE LTD SHS | $465.71万 | 0.08% | 318,545 | 52,068 | 19.5% | $76.12万 | 加仓 |
| GLOB | GLOBANT SA | $290.40万 | 0.05% | 100,347 | 18,420 | 22.5% | $53.31万 | 加仓 |
| MDXG | MIMEDX GROUP INC COM | $226.35万 | 0.04% | 587,932 | -51,134 | -8.0% | -$19.69万 | 减仓 |
| AAPL | APPLE INC COM | $28.70万 | 0.00% | 992 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HOLD | $18.00万 | 0.00% | 34,887 | 34,887 | — | $18.00万 | 新建仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -6,395,098 | -100.0% | -$2.25亿 | 清仓 |
| — | GEOSPACE TECHNOLOGIES CORP COM | $0 | 0.00% | 0 | -1,101,426 | -100.0% | -$1,343.74万 | 清仓 |
| MLKN | MILLERKNOLL INC COM | $0 | 0.00% | 0 | -498,550 | -100.0% | -$720.90万 | 清仓 |
| — | EGAIN CORP COM NEW | $0 | 0.00% | 0 | -912,349 | -100.0% | -$719.84万 | 清仓 |
| — | SOUNDTHINKING INC COM | $0 | 0.00% | 0 | -196,468 | -100.0% | -$130.06万 | 清仓 |
| SRI | STONERIDGE INC COM | $0 | 0.00% | 0 | -197,087 | -100.0% | -$95.19万 | 清仓 |