Long-term investor
Disciplined Growth Investors Inc. @disciplinedgrowthinvesto
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001050442).
Record
- Tracked since 2025-12-31 (249 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +16.2% · 6 months n/a · 1 year n/a · all +16.7%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PLXS · 7.3% · long · since 2025-12-31
- VSAT · 7.2% · long · since 2025-12-31
- P · 6.2% · long · since 2025-12-31
- GRMN · 5.3% · long · since 2025-12-31
- 040413205 · 5.1% · long · since 2025-12-31
- CGNX · 5.1% · long · since 2025-12-31
- EXE · 3.6% · long · since 2025-12-31
- PRLB · 3.3% · long · since 2025-12-31
- AKAM · 3.3% · long · since 2025-12-31
- DVN · 3.0% · long · since 2026-06-30
- ALRM · 2.8% · long · since 2025-12-31
- GNRC · 2.8% · long · since 2025-12-31
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