Disciplined Growth Investors Inc.
Annual return '25
+43.7%
SPY '25
+17.7%
Alpha
+26.0ptsvs SPY
Invested
$4.9B
Holdings
61
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 44%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GRMN
GARMIN LTD SHS
Q1 2026: New position (1.1k shares)
6.3%
02
$PLXS
PLEXUS CORP COM
Held since at least Q1 2024
6.2%
03
$PSTG
EVERPURE INC CL A
Q1 2026: New position (5.3k shares)
5.6%
04
$EXE
EXPAND ENERGY CORPORATION COM
Held since at least Q1 2024
5.3%
05
$VSAT
VIASAT INC COM
Held since at least Q1 2024
5.3%
06
$CTRA
COTERRA ENERGY INC COM
Held since at least Q1 2024
4.6%
07
$ANET
ARISTA NETWORKS INC COM SHS
Q1 2026: New position (3.5k shares)
4.6%
08
$CGNX
COGNEX CORP COM
Held since at least Q1 2024
4.3%
09
$AKAM
AKAMAI TECHNOLOGIES COM
Held since at least Q1 2024
3.9%
10
$SMTC
SEMTECH CORP COM
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:34 UTC.