DISCIPLINED GROWTH INVESTORS INC /MN
MINNEAPOLIS MN · SEC CIK 0001050442
$48.87亿2026Q1 申报市值
61持仓数
49.6%前十大占比 · 第一大 6.3%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DT 新建仓+$2,435.96万
MNDY 加仓+$2,287.12万
GTLB 新建仓+$1,968.26万
ZETA 加仓+$1,039.68万
YETI 加仓+$589.62万
2026Q1 卖出最多 按季末市值估算
SMCI 减仓-$1.06亿
SMTC 减仓-$4,571.44万
MCHP 减仓-$3,485.92万
PLXS 减仓-$1,948.86万
EXE 减仓-$1,938.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD SHS | $3.09亿 | 6.32% | 1,331,441 | -68,074 | -4.9% | -$1,579.38万 | 减仓 |
| PLXS | PLEXUS CORP COM | $3.03亿 | 6.19% | 1,494,619 | -96,221 | -6.0% | -$1,948.86万 | 减仓 |
| P | EVERPURE INC CL A | $2.76亿 | 5.64% | 4,666,777 | -230,629 | -4.7% | -$1,361.63万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $2.61亿 | 5.33% | 2,373,302 | -176,577 | -6.9% | -$1,938.46万 | 减仓 |
| VSAT | VIASAT INC COM | $2.59亿 | 5.31% | 5,660,688 | -265,082 | -4.5% | -$1,214.08万 | 减仓 |
| — | COTERRA ENERGY INC COM | $2.25亿 | 4.60% | 6,395,098 | -382,438 | -5.6% | -$1,343.89万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.22亿 | 4.55% | 1,810,993 | -137,831 | -7.1% | -$1,692.29万 | 减仓 |
| CGNX | COGNEX CORP COM | $2.12亿 | 4.33% | 4,322,075 | -333,283 | -7.2% | -$1,632.75万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES COM | $1.91亿 | 3.90% | 1,658,792 | -116,091 | -6.5% | -$1,333.31万 | 减仓 |
| SMTC | SEMTECH CORP COM | $1.70亿 | 3.47% | 2,206,748 | -594,543 | -21.2% | -$4,571.44万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $1.68亿 | 3.44% | 556,788 | -52,365 | -8.6% | -$1,581.42万 | 减仓 |
| PRLB | PROTO LABS INC COM | $1.42亿 | 2.91% | 2,497,355 | -176,374 | -6.6% | -$1,005.68万 | 减仓 |
| ALRM | ALARM COM HLDGS INC COM | $1.41亿 | 2.89% | 3,268,986 | -148,531 | -4.3% | -$641.51万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.33亿 | 2.72% | 775,826 | -45,109 | -5.5% | -$773.30万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM N | $1.14亿 | 2.32% | 4,987,159 | -4,650,333 | -48.3% | -$1.06亿 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $1.13亿 | 2.32% | 580,928 | -46,848 | -7.5% | -$915.08万 | 减仓 |
| SNA | SNAP ON INC COM | $1.12亿 | 2.29% | 307,848 | -19,906 | -6.1% | -$723.03万 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $1.00亿 | 2.05% | 1,959,172 | -42,526 | -2.1% | -$217.73万 | 减仓 |
| GNTX | GENTEX CORP COM | $9,875.56万 | 2.02% | 4,519,708 | -283,515 | -5.9% | -$619.48万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $9,796.33万 | 2.00% | 6,153,472 | 653,064 | 11.9% | $1,039.68万 | 加仓 |
| CLB | CORE LABORATORIES INC | $8,289.42万 | 1.70% | 4,937,115 | -229,799 | -4.4% | -$385.83万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $8,049.26万 | 1.65% | 1,245,822 | -539,533 | -30.2% | -$3,485.92万 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL | $7,614.30万 | 1.56% | 1,267,783 | -74,709 | -5.6% | -$448.70万 | 减仓 |
| ADSK | AUTODESK INC COM | $7,224.06万 | 1.48% | 301,757 | -20,210 | -6.3% | -$483.83万 | 减仓 |
| SFIX | STITCH FIX INC COM CL A | $6,202.34万 | 1.27% | 18,738,180 | -739,511 | -3.8% | -$244.78万 | 减仓 |
| IPGP | IPG PHOTONICS CORP COM | $6,058.80万 | 1.24% | 528,737 | -37,997 | -6.7% | -$435.41万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $5,731.96万 | 1.17% | 290,226 | -16,709 | -5.4% | -$330.00万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $5,546.55万 | 1.14% | 1,091,841 | -54,897 | -4.8% | -$278.88万 | 减仓 |
| IT | GARTNER INC COM | $5,366.03万 | 1.10% | 338,893 | -18,267 | -5.1% | -$289.24万 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $5,100.79万 | 1.04% | 1,437,651 | -87,496 | -5.7% | -$310.44万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,930.80万 | 1.01% | 106,961 | -3,465 | -3.1% | -$159.73万 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $4,526.47万 | 0.93% | 427,429 | -28,168 | -6.2% | -$298.30万 | 减仓 |
| SPSC | SPS COMM INC COM | $4,514.49万 | 0.92% | 810,938 | -33,675 | -4.0% | -$187.47万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD SHS | $4,396.05万 | 0.90% | 2,998,670 | -35,921 | -1.2% | -$52.66万 | 减仓 |
| SSD | SIMPSON MFG INC COM | $4,145.74万 | 0.85% | 241,565 | -18,665 | -7.2% | -$320.33万 | 减仓 |
| INTU | INTUIT COM | $3,767.15万 | 0.77% | 87,126 | -2,669 | -3.0% | -$115.40万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $3,712.70万 | 0.76% | 3,908,101 | 169,708 | 4.5% | $161.22万 | 加仓 |
| LGIH | LGI HOMES INC COM | $2,852.49万 | 0.58% | 721,601 | 10,387 | 1.5% | $41.06万 | 加仓 |
| MNDY | MONDAY.COM LTD | $2,791.27万 | 0.57% | 403,888 | 330,939 | 453.7% | $2,287.12万 | 加仓 |
| GGG | GRACO INC COM | $2,771.45万 | 0.57% | 327,401 | -31,011 | -8.7% | -$262.51万 | 减仓 |
| TREX | TREX CO INC COM | $2,470.58万 | 0.51% | 678,357 | -328,879 | -32.7% | -$1,197.78万 | 减仓 |
| DT | DYNATRACE INC NEW | $2,435.96万 | 0.50% | 658,723 | 658,723 | — | $2,435.96万 | 新建仓 |
| AIOT | POWERFLEET INC | $2,253.38万 | 0.46% | 7,316,172 | -602,762 | -7.6% | -$185.65万 | 减仓 |
| GTLB | GITLAB, INC | $1,968.26万 | 0.40% | 909,547 | 909,547 | — | $1,968.26万 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP COM | $1,343.74万 | 0.27% | 1,101,426 | -30,142 | -2.7% | -$36.77万 | 减仓 |
| PAYX | PAYCHEX INC COM | $1,317.32万 | 0.27% | 143,000 | -10,351 | -6.7% | -$95.35万 | 减仓 |
| YETI | YETI HLDGS INC COM | $1,075.16万 | 0.22% | 293,840 | 161,143 | 121.4% | $589.62万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC COM | $1,051.69万 | 0.22% | 2,276,381 | -34,962 | -1.5% | -$16.15万 | 减仓 |
| PGNY | PROGYNY INC COM | $975.61万 | 0.20% | 574,566 | -47,867 | -7.7% | -$81.28万 | 减仓 |
| CEVA | CEVA INC COM | $841.50万 | 0.17% | 450,484 | -157,264 | -25.9% | -$293.77万 | 减仓 |
| ZIP | ZIPRECRUITER INC CL A | $775.85万 | 0.16% | 4,216,601 | -2,154,538 | -33.8% | -$396.44万 | 减仓 |
| MLKN | MILLERKNOLL INC COM | $720.90万 | 0.15% | 498,550 | -17,444 | -3.4% | -$25.22万 | 减仓 |
| — | EGAIN CORP COM NEW | $719.84万 | 0.15% | 912,349 | -22,921 | -2.5% | -$18.08万 | 减仓 |
| AXGN | AXOGEN INC COM | $651.22万 | 0.13% | 196,565 | -5,311 | -2.6% | -$17.60万 | 减仓 |
| — | MATERIALISE NV SPONSORED ADS | $560.88万 | 0.11% | 1,135,387 | -38,459 | -3.3% | -$19.00万 | 减仓 |
| GLOB | GLOBANT SA | $377.77万 | 0.08% | 81,927 | -2,168 | -2.6% | -$10.00万 | 减仓 |
| INMD | INMODE LTD SHS | $364.54万 | 0.07% | 266,477 | -16,392 | -5.8% | -$22.42万 | 减仓 |
| MDXG | MIMEDX GROUP INC COM | $252.43万 | 0.05% | 639,066 | -843,828 | -56.9% | -$333.31万 | 减仓 |
| — | SOUNDTHINKING INC COM | $130.06万 | 0.03% | 196,468 | 527 | 0.3% | $3,489 | 加仓 |
| SRI | STONERIDGE INC COM | $95.19万 | 0.02% | 197,087 | -6,932 | -3.4% | -$3.35万 | 减仓 |
| AAPL | APPLE INC COM | $25.18万 | 0.01% | 992 | -543 | -35.4% | -$13.78万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $0 | 0.00% | 0 | -672 | -100.0% | -$32.50万 | 清仓 |
| AVGO | BROADCOM INC COM | $0 | 0.00% | 0 | -893 | -100.0% | -$30.91万 | 清仓 |