Disciplined Growth Investors Inc 13F 持仓 · 2026年Q2
Disciplined Growth Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 59.07 亿美元。前几大持仓：PLXS（7.34%）、VSAT（7.21%）、P（6.20%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLXS | PLEXUS CORP COM | $433.2M | 7.34% | 1.4M | 减持 |
| 2 | VSAT | VIASAT INC COM | $425.9M | 7.21% | 4.7M | 减持 |
| 3 | P | EVERPURE INC CL A | $366.1M | 6.20% | 4.6M | 减持 |
| 4 | GRMN | GARMIN LTD SHS | $315.2M | 5.34% | 1.3M | 减持 |
| 5 | ANET | ARISTA NETWORKS INC COM SHS | $303.8M | 5.14% | 1.8M | 减持 |
| 6 | CGNX | COGNEX CORP COM | $299.8M | 5.08% | 4.1M | 减持 |
| 7 | EXE | EXPAND ENERGY CORPORATION COM | $214.0M | 3.62% | 2.3M | 减持 |
| 8 | PRLB | PROTO LABS INC COM | $194.0M | 3.29% | 2.4M | 减持 |
| 9 | AKAM | AKAMAI TECHNOLOGIES COM | $193.3M | 3.27% | 1.6M | 减持 |
| 10 | DVN | DEVON ENERGY CORP NEW COM | $174.3M | 2.95% | 4.2M | 新建仓 |
| 11 | ALRM | ALARM COM HLDGS INC COM | $167.5M | 2.84% | 3.6M | 增持 |
| 12 | GNRC | GENERAC HLDGS INC COM | $163.6M | 2.77% | 558,568 | 减持 |
| 13 | POWI | POWER INTEGRATIONS INC COM | $158.5M | 2.68% | 1.9M | 减持 |
| 14 | SMTC | SEMTECH CORP COM | $154.6M | 2.62% | 955,033 | 减持 |
| 15 | IDCC | INTERDIGITAL INC COM | $144.4M | 2.45% | 510,096 | 减持 |
| 16 | ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $133.1M | 2.25% | 6.8M | 增持 |
| 17 | ALGN | ALIGN TECHNOLOGY INC | $132.1M | 2.24% | 783,178 | 增持 |
| 18 | SNA | SNAP ON INC COM | $122.8M | 2.08% | 305,180 | 减持 |
| 19 | SPSC | SPS COMM INC COM | $121.4M | 2.06% | 2.1M | 增持 |
| 20 | GNTX | GENTEX CORP COM | $115.3M | 1.95% | 4.6M | 增持 |
| 21 | SN | SHARKNINJA INC COM SHS | $109.0M | 1.85% | 715,721 | 增持 |
| 22 | DV | DOUBLEVERIFY HLDGS INC COM | $105.0M | 1.78% | 9.7M | 增持 |
| 23 | GTLB | GITLAB, INC | $101.0M | 1.71% | 3.3M | 增持 |
| 24 | MNDY | MONDAY.COM LTD | $91.5M | 1.55% | 1.3M | 增持 |
| 25 | SFIX | STITCH FIX INC COM CL A | $77.7M | 1.32% | 18.9M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR