13F
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DISCIPLINED GROWTH INVESTORS INC /MN

13F equity value
$4.9B
Positions
61
Top 10 concentration
49.6%
Quarters / total new picks
24 / 64
13F equity value over time
$0M$3B$6B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned -0.5% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 41.7% of quarters (excess t = -1.35, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-6.3%
t-stat
-1.35
Quarterly win rate
42%
Annualized excess
-27.4%
$1 → follow vs universe
$0.45 vs $2.32
Cumulative return: $1 invested in new picks vs universe
1.00 20180930: universe 1.04620181231: universe 1.03520190930: universe 1.11320200331: universe 1.34120200930: universe 1.64520201231: universe 1.72020210331: universe 1.73620210630: universe 1.87420210930: universe 1.68220211231: universe 1.43220220331: universe 1.53720220630: universe 1.42420220930: universe 1.53020221231: universe 1.42120230331: universe 1.49720230930: universe 1.69920231231: universe 1.77520240331: universe 1.81520240630: universe 1.98020240930: universe 1.96320241231: universe 1.83220250331: universe 1.99820250630: universe 2.06020250930: universe 2.317 20180930: follow 0.95920181231: follow 0.83620190930: follow 0.71620200331: follow 0.85220200930: follow 0.92020201231: follow 0.88820210331: follow 0.92720210630: follow 1.05320210930: follow 0.97420211231: follow 0.84620220331: follow 0.87720220630: follow 0.47720220930: follow 0.58120221231: follow 0.51320230331: follow 0.61420230930: follow 0.68520231231: follow 0.27820240331: follow 0.24320240630: follow 0.25120240930: follow 0.25120241231: follow 0.27120250331: follow 0.37720250630: follow 0.47120250930: follow 0.454 0.22 1.36 2.50 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 61 · 2026 Q1

Ticker Value Weight QoQ
GRMN $309M
6.3%
TRIM
PLXS $303M
6.2%
TRIM
P $276M
5.6%
TRIM
EXE $261M
5.3%
TRIM
VSAT $259M
5.3%
TRIM
CTRA $225M
4.6%
TRIM
ANET $222M
4.5%
TRIM
CGNX $212M
4.3%
TRIM
AKAM $191M
3.9%
TRIM
SMTC $170M
3.5%
TRIM
IDCC $168M
3.4%
TRIM
PRLB $142M
2.9%
TRIM
ALRM $141M
2.9%
TRIM
ALGN $133M
2.7%
TRIM
SMCI $114M
2.3%
TRIM
GNRC $113M
2.3%
TRIM
SNA $112M
2.3%
TRIM
POWI $100M
2.1%
TRIM
GNTX $99M
2.0%
TRIM
ZETA $98M
2.0%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

DTGTLB

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.