13-F holdings, Q2 2026
Disciplined Growth Investors Inc
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $5.9B
- Positions
- 58
- Filed
- Data as of
These holdings are as of , 133 days ago.
13-Fs for Q3 2026 are due by .
See this manager's Holder IQ and how the book overlaps yours
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Top holdings
- PLXS$433.2M1,440,935 shares7.3% of the book
- VSAT$425.9M4,741,812 shares7.2% of the book
- P$366.1M4,646,725 shares6.2% of the book
- GRMN$315.2M1,326,832 shares5.3% of the book
- ANET$303.8M1,788,304 shares5.1% of the book
- CGNX$299.8M4,139,715 shares5.1% of the book
- EXE$214M2,346,927 shares3.6% of the book
- PRLB$194M2,380,514 shares3.3% of the book
- AKAM$193.3M1,635,207 shares3.3% of the book
- DVN$174.3M4,219,415 shares3% of the book
What changed this quarter
3 new positions and 6 sold out, against Q1 2026. Added and trimmed positions use the change in split-adjusted shares at the Q2 2026 implied price; full exits use their Q1 2026 reported value, not sale proceeds.
Largest buys
- DVN
DEVON ENERGY CORP NEW COM
+$174.3M
New
Your stake and evidence for DVN
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q2 2026 book.
Displayed change: +$174.3M. The current book reports 4,219,415 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 174346240 USD. Current reported shares: 4219415. Prior shares on current basis: not recorded.
- SPSC
SPS COMM INC COM
+$75.1M
+161.9% shares
Your stake and evidence for SPSC
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$75.1M. The current book reports 2,123,881 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
2,123,881 current shares − 810,938 prior shares on the same basis = +1,312,943 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 75060951.45218164 USD. Current reported shares: 2123881. Prior shares on current basis: 810938.
- GTLB
GITLAB, INC
+$73.2M
+263.7% shares
Your stake and evidence for GTLB
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$73.2M. The current book reports 3,308,421 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
3,308,421 current shares − 909,547 prior shares on the same basis = +2,398,874 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 73237634.00195803 USD. Current reported shares: 3308421. Prior shares on current basis: 909547.
- DV
DOUBLEVERIFY HLDGS INC COM
+$62.7M
+147.9% shares
Your stake and evidence for DV
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$62.7M. The current book reports 9,689,140 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
9,689,140 current shares − 3,908,101 prior shares on the same basis = +5,781,039 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 62666465.98191759 USD. Current reported shares: 9689140. Prior shares on current basis: 3908101.
- MNDY
MONDAY.COM LTD
+$62.2M
+212.8% shares
Your stake and evidence for MNDY
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$62.2M. The current book reports 1,263,335 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
1,263,335 current shares − 403,888 prior shares on the same basis = +859,447 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 62215368.56810506 USD. Current reported shares: 1263335. Prior shares on current basis: 403888.
Largest sells
- CTRA
COTERRA ENERGY INC COM
−$224.7M
Sold out, was 4.6% of the book
Your stake and evidence for CTRA
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
The position reported in Q1 2026 is absent from the comparable Q2 2026 book.
Displayed change: −$224.7M. This was 4.6% of the prior book.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A full exit is shown as the negative of its prior reported value, not sale proceeds or a value at today's price.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -224724000 USD. Current reported shares: not recorded. Prior shares on current basis: 6395098.
- SMTC
SEMTECH CORP COM
−$202.6M
-56.7% shares
Your stake and evidence for SMTC
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$202.6M. The current book reports 955,033 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
955,033 current shares − 2,206,748 prior shares on the same basis = -1,251,715 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -202590178.84720212 USD. Current reported shares: 955033. Prior shares on current basis: 2206748.
- VSAT
VIASAT INC COM
−$82.5M
-16.2% shares
Your stake and evidence for VSAT
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$82.5M. The current book reports 4,741,812 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
4,741,812 current shares − 5,660,688 prior shares on the same basis = -918,876 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -82524262.33443165 USD. Current reported shares: 4741812. Prior shares on current basis: 5660688.
- MCHP
MICROCHIP TECHNOLOGY INC. COM
−$70M
-61.6% shares
Your stake and evidence for MCHP
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$70M. The current book reports 478,469 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
478,469 current shares − 1,245,822 prior shares on the same basis = -767,353 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -69982666.09028798 USD. Current reported shares: 478469. Prior shares on current basis: 1245822.
- SMCI
SUPER MICRO COMPUTER INC COM N
−$68.2M
-46.6% shares
Your stake and evidence for SMCI
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$68.2M. The current book reports 2,663,417 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
2,663,417 current shares − 4,987,159 prior shares on the same basis = -2,323,742 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -68155353.20026192 USD. Current reported shares: 2663417. Prior shares on current basis: 4987159.
What was sold out, by size
- 2 real positions, 0.25% of the book or more
- 4 small, between 0.015% and 0.25%
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.