13FBOX
纪律成长投资 · 13F 持仓分析
期权收益计算器 机构排行

纪律成长投资

DISCIPLINED GROWTH INVESTORS INC /MNNo.841
最新持仓市值 (Q2 2026)
$59.07亿
环比变动 Q1 2026
+$10.20亿+20.9%
持仓股票数
58
新买入
3
加仓
27
减仓
27
清仓
6
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPLEXUSPLXS
7.34%6.19%$4.33亿144.1万股$3.03亿149.5万股-5.4万股-3.59%减仓
VVIASATVSAT
7.21%5.31%$4.26亿474.2万股$2.59亿566.1万股-91.9万股-16.23%减仓
EEVERPURE CL AEVPR
6.2%5.64%$3.66亿464.7万股$2.76亿466.7万股-2.0万股-0.43%减仓
GGARMIN SHSGRMN
5.34%6.32%$3.15亿132.7万股$3.09亿133.1万股-4,609股-0.35%减仓
Arista网络ANET
5.14%4.55%$3.04亿178.8万股$2.22亿181.1万股-2.3万股-1.25%减仓
CCOGNEXCGNX
5.08%4.33%$3.00亿414.0万股$2.12亿432.2万股-18.2万股-4.22%减仓
EXPAND ENERGYEXE
3.62%5.33%$2.14亿234.7万股$2.61亿237.3万股-2.6万股-1.11%减仓
PROTO LABSPRLB
3.29%2.91%$1.94亿238.1万股$1.42亿249.7万股-11.7万股-4.68%减仓
阿卡迈AKAM
3.27%3.9%$1.93亿163.5万股$1.91亿165.9万股-2.4万股-1.42%减仓
德文能源DVN
2.95%$1.74亿421.9万股$00股+421.9万股新买入
AALARM COMALRM
2.84%2.89%$1.68亿358.6万股$1.41亿326.9万股+31.7万股+9.69%加仓
GeneracGNRC
2.77%2.32%$1.64亿55.9万股$1.13亿58.1万股-2.2万股-3.85%减仓
PPOWER INTEGRATIONSPOWI
2.68%2.05%$1.58亿189.2万股$1.00亿195.9万股-6.7万股-3.44%减仓
SSEMTECHSMTC
2.62%3.47%$1.55亿95.5万股$1.70亿220.7万股-125.2万股-56.72%减仓
IINTERDIGITALIDCC
2.45%3.44%$1.44亿51.0万股$1.68亿55.7万股-4.7万股-8.39%减仓
ZZETA GLOBALZETA
2.25%2%$1.33亿676.1万股$9,796.3万615.3万股+60.8万股+9.88%加仓
ALIGN TECHNOLOGY INC COM USD0.0001ALGN
2.24%2.72%$1.32亿78.3万股$1.33亿77.6万股+7,352股+0.95%加仓
实耐宝SNA
2.08%2.29%$1.23亿30.5万股$1.12亿30.8万股-2,668股-0.87%减仓
SSPS COMMSPSC
2.06%0.92%$1.21亿212.4万股$4,514.5万81.1万股+131.3万股+161.90%加仓
GENTEXGNTX
1.95%2.02%$1.15亿456.1万股$9,875.6万452.0万股+4.2万股+0.92%加仓
EAST WEST BANCORPEWBC
1.85%0.93%$1.09亿71.6万股$4,526.5万42.7万股+28.8万股+67.45%加仓
DDOUBLEVERIFYDV
1.78%0.76%$1.05亿968.9万股$3,712.7万390.8万股+578.1万股+147.92%加仓
GGitLabGTLB
1.71%0.4%$1.01亿330.8万股$1,968.3万91.0万股+239.9万股+263.74%加仓
MMONDAY COMMNDY
1.55%0.57%$9,145.3万126.3万股$2,791.3万40.4万股+85.9万股+212.79%加仓
超微电脑SMCI
1.32%2.32%$7,811.8万266.3万股$1.14亿498.7万股-232.4万股-46.59%减仓
SSTITCH FIX INC COM CL ASFIX
1.32%1.27%$7,772.0万1,891.0万股$6,202.3万1,873.8万股+17.2万股+0.92%加仓
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
1.24%1.17%$7,301.1万29.2万股$5,732.0万29.0万股+1,839股+0.63%加仓
DDOLBY LABORATORIESDLB
1.11%1.56%$6,560.9万124.8万股$7,614.3万126.8万股-2.0万股-1.58%减仓
FLOOR & DECORFND
1.11%1.14%$6,550.9万110.4万股$5,546.6万109.2万股+1.2万股+1.08%加仓
IIPG PHOTONICSIPGP
1.05%1.24%$6,227.7万53.1万股$6,058.8万52.9万股+2,096股+0.40%加仓
欧特克ADSK
1.02%1.48%$6,014.3万30.9万股$7,224.1万30.2万股+7,588股+2.51%加仓
LGI HOMESLGIH
0.88%0.58%$5,190.4万81.5万股$2,852.5万72.2万股+9.3万股+12.95%加仓
SIMPSON MFGSSD
0.85%0.85%$5,038.3万24.1万股$4,145.7万24.2万股-901股-0.37%减仓
KORNIT DIGITALKRNT
0.83%0.9%$4,925.5万303.1万股$4,396.1万299.9万股+3.2万股+1.08%加仓
高德纳IT
0.76%1.1%$4,467.8万34.5万股$5,366.0万33.9万股+5,794股+1.71%加仓
MICROCHIP TECHNOLOGYMCHP
0.74%1.65%$4,363.6万47.8万股$8,049.3万124.6万股-76.7万股-61.59%减仓
CELSIUSCELH
0.73%1.04%$4,293.9万146.7万股$5,100.8万143.8万股+2.9万股+2.01%加仓
直觉外科ISRG
0.71%1.01%$4,215.4万10.6万股$4,930.8万10.7万股-961股-0.90%减仓
DDYNATRACEDT
0.68%0.5%$3,989.4万90.9万股$2,436.0万65.9万股+25.0万股+37.93%加仓
CORE LABORATORIESCLB
0.6%1.7%$3,544.1万304.2万股$8,289.4万493.7万股-189.5万股-38.38%减仓
PROGYNYPGNY
0.58%0.2%$3,406.6万118.2万股$975.6万57.5万股+60.7万股+105.66%加仓
CCEVACEVA
0.53%0.17%$3,125.8万66.3万股$841.5万45.0万股+21.2万股+47.13%加仓
TREXTREX
0.5%0.51%$2,962.8万59.2万股$2,470.6万67.8万股-8.6万股-12.72%减仓
VeevaVEEV
0.42%$2,501.7万14.1万股$00股+14.1万股新买入
GRACOGGG
0.41%0.57%$2,430.6万32.1万股$2,771.4万32.7万股-5,935股-1.81%减仓
PPOWERFLEET INC COMAIOT
0.41%0.46%$2,397.0万625.9万股$2,253.4万731.6万股-105.8万股-14.46%减仓
财捷INTU
0.38%0.77%$2,245.1万8.6万股$3,767.2万8.7万股-1,107股-1.27%减仓
WWEAVE COMMUNICATIONS INC COMWEAV
0.3%0.22%$1,796.3万299.9万股$1,051.7万227.6万股+72.3万股+31.74%加仓
ZZIPRECRUITER INC CL AZIP
0.26%0.16%$1,534.4万409.2万股$775.9万421.7万股-12.5万股-2.96%减仓
PAYCHEX COMPAYX
0.25%0.27%$1,492.0万15.2万股$1,317.3万14.3万股+8,732股+6.11%加仓

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