DISCIPLINED GROWTH INVESTORS INC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

21 5.00%

of those in investment advisory functions:

10

Registration:

SEC, Approved, 12/11/1996

AUM:

4,789,287,731 -11.03%

of that, discretionary:

4,789,287,731 -11.03%

Private Fund GAV:

890,358,395 48.14%

Avg Account Size:

35,476,205 -13.00%

% High Net Worth:

70.90% -4.68%

SMA’s:

YES

Private Funds:

3 1

Contact Info

612 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 5B 4B 3B 2B 911M
2015 2016 2017 2018 2019 2020 2021 2022

Recent News

Top 5 3rd Quarter Trades of DISCIPLINED GROWTH INVESTORS INC /MN
11/16/2022

Related Stocks: TJX, POWI, POLY, FND, JBLU,

gurufocus.com

DISCIPLINED GROWTH INVESTORS INC /MN Buys 3, Sells 2 in 2nd Quarter
08/16/2022

Related Stocks: POLY, ALRM, SPGI, SMTC, CGNX,

gurufocus.com

DISCIPLINED GROWTH INVESTORS INC /MN Buys 3, Sells 2 in 1st Quarter
05/18/2022

Related Stocks: INFO, SPGI, MCHP, MIDD, VZIO,

gurufocus.com

Disciplined Growth Investors Inc Buys Microchip Technology Inc, Viasat Inc, Take-Two ...
11/17/2021

Related Stocks: MCHP, VSAT, CARA, PRLB, TTWO, MANH, FDS, VLO, IWM, CVX,

gurufocus.com

Disciplined Growth Investors Inc Buys Proto Labs Inc, Plexus Corp, LGI Homes Inc, Sells The ...
08/24/2021

Related Stocks: PRLB, PLXS, LGIH, SMCI, IRBT, SRI, GOOG, MSFT, VLO, IWM, LLY,

gurufocus.com

American Century Disciplined Growth Fund Institutional Class (ADCIX)
04/01/2021

Stocks open mixed: Nasdaq and S&P 500 rise as tech stocks rebound while Treasury yields retreat

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $610,187,465
Other Private Fund 1 $280,170,930

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
86800U104 SUPER MICRO COMPUTER INC COM $829,514,037 16.00% -19.00% -1.00%
74624M102 PURE STORAGE INC CL A $353,582,574 7.00% 21.00% -2.00%
729132100 PLEXUS CORP COM $217,611,469 4.00% 9.00% 0.00%
845467109 SOUTHWESTERN ENERGY CO COM $206,369,205 4.00% -11.00% 0.00%
040413106 ARISTA NETWORKS INC COM $211,422,153 4.00% 19.00% -2.00%
H2906T109 GARMIN LTD SHS $220,326,328 4.00% 9.00% -1.00%
127097103 COTERRA ENERGY INC COM $135,054,746 3.00% -3.00% 1.00%
011642105 ALARM COM HLDGS INC COM $172,256,813 3.00% -7.00% 6.00%
016255101 ALIGN TECHNOLOGY INC $170,821,865 3.00% -26.00% 1.00%
192422103 COGNEX CORP COM $161,130,003 3.00% 12.00% 1.00%

Brochure Summary

Overview

Disciplined Growth Investors Inc. is a SEC-registered investment adviser with its principal place of business located in Minneapolis, Minnesota. Disciplined Growth Investors Inc. began conducting business in 1997. The firm intends to remain 100% employee owned. The firm’s shareholders are listed below: § Rob Nicoski, Chief Investment Officer § Frederick Martin, Founder and Lead Portfolio Manager § Rick Martin, Chief Executive Officer § Sheri Lietzke, Director of Client Relationships § Nicholas Hansen, Lead Portfolio Manager § Jason Lima, Lead Portfolio Manager § Peter Rieke, Chief Operating Officer & Chief Compliance Officer § Evan Almeroth, DGI Fund Ambassador § Beth Miller, Client Relationship Manager § Katie Brever, Client Relationship Manager § Kassandra Mauch, Technical Program Manager § Cindy Lee, Operations Team Leader § Lisa Rockrohr, Client Relationship Manager DISCIPLINED GROWTH INVESTORS ADVISORY SERVICES INSTITUTIONAL & HIGH NET WORTH INVESTMENT MANAGEMENT Disciplined Growth Investors, Inc. provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net worth individuals. Disciplined Growth Investors, Inc. accepts separate account mandates for U.S. Mid Cap Growth Equities, U.S. Small Cap Growth Equities and Balanced Growth portfolios. Our two equity strategies are
managed under a single process, with client-specific investment advice tailored within each strategy. Clients are permitted to impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. MUTUAL FUND Disciplined Growth Investors, Inc. also serves as investment adviser to The Disciplined Growth Investors Fund (Ticker: DGIFX). More information about the Fund, including fees and investment minimums, is available in the Fund’s prospectus. COMINGLED INVESTMENT FUND Disciplined Growth Investors, Inc. also serves as sub-adviser to The DGI Growth Fund R1 (Ticker: HDGIAX), a comingled investment fund (CIF) sponsored by Hand Benefits & Trust Co. More information about the Fund, including investor eligibility requirements and fees, is available in the Fund’s participation agreement. LIMITED PARTNERSHIPS Disciplined Growth Investors, Inc. is the general partner and adviser to Compass Investors LP, Navigator Investors LP and The Outlier Fund LP (“the Partnerships”). More information concerning the Partnerships is available in the Partnerships’ private offering memoranda. DISCRETIONARY SUB-ADVISORY SERVICES Disciplined Growth Investors, Inc. serves as sub-adviser to separately managed accounts through arrangements with other investment advisers. AMOUNT OF MANAGED ASSETS As of December 31, 2023 we were actively managing $4,789,287,731 of clients’ assets on a discretionary basis and $0 on a non- discretionary basis.