Disciplined Growth Investors Inc. /mn
Disciplined Growth Investors Inc. is an independent, 100% employee-owned, SEC-registered investment advisory firm headquartered in Minneapolis, MN. Founded in 1997, the firm serves institutional clients such as pension and profit sharing plans, corporations, government entities, foundations, non-profits, and high net worth individuals. DGI offers growth equity and balanced portfolio strategies, manages a mutual fund (DGIFX), and provides subadvisory and limited partnership services. The firm maintains a lean staff of under 25 employees and emphasizes long client relationships, stability, and a disciplined investment process.
Investment Strategy
Disciplined Growth Investors applies a focused, fundamental approach to long-term investing in U.S. mid-cap and small-cap growth equities. The firm employs in-depth research and a bottom-up stock selection process, seeking to identify companies with strong growth prospects, solid balance sheets, and sustainable competitive advantages. The investment philosophy prioritizes patience and the compounding benefits of holding quality businesses over extended periods, tailoring client-specific mandates and allowing for restrictions on certain securities or sectors.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMCI | SUPER MICRO COMPUTER INC COM N | 9.12% | $476.9M | 9,730,773 | $74.86 | $49.01 | +$191.0M |
P PSTG | PURE STORAGE INC CL A | 6.01% | $314.2M | 5,457,555 | $17.96 | $57.58 | +$71.4M |
E EXE | EXPAND ENERGY CORPORATION COM | 5.87% | $306.7M | 2,622,749 | $99.55 | $116.94 | +$8.4M |
G GRMN | GARMIN LTD SHS | 5.67% | $296.2M | 1,419,365 | $73.06 | $208.72 | -$10.8M |
P PLXS | PLEXUS CORP COM | 4.26% | $222.8M | 1,646,511 | $52.76 | $135.31 | +$11.2M |