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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.
Latest 13F Filing Activity
Disciplined Growth Investors Inc. /mn filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $5B. The fund increased holdings in Super Micro Computer Inc. Com N, Arista Networks Inc. Com SHS, Pure Storage Inc. CL A among other positions. Disciplined Growth Investors Inc. /mn reduced exposure to MSC Indl Direct Inc. CL A Com, Strategic Ed Inc. Com, Myriad Genetics Inc. Com among others.
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 |
Industry Allocation
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