Disciplined Growth Investors Inc Buys JetBlue Airways Corp, Manhattan Associates Inc, Pure Storage Inc, Sells Edwards Lifesciences Corp, FactSet Research Systems Inc, Intuit Inc

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May 15, 2020
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Investment company Disciplined Growth Investors Inc (Current Portfolio) buys JetBlue Airways Corp, Manhattan Associates Inc, Pure Storage Inc, Alarm.com Holdings Inc, Stitch Fix Inc, sells Edwards Lifesciences Corp, FactSet Research Systems Inc, Intuit Inc, Cheesecake Factory Inc, Synaptics Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Disciplined Growth Investors Inc . As of 2020Q1, Disciplined Growth Investors Inc owns 84 stocks with a total value of $4.4 billion. These are the details of the buys and sells.

For the details of DISCIPLINED GROWTH INVESTORS INC 's stock buys and sells, go to https://www.gurufocus.com/guru/disciplined+growth+investors+inc+/current-portfolio/portfolio

These are the top 5 holdings of DISCIPLINED GROWTH INVESTORS INC
  1. TJX Companies Inc (TJX) - 4,547,729 shares, 4.97% of the total portfolio. Shares reduced by 1.27%
  2. Stamps.com Inc (STMP) - 1,383,657 shares, 4.11% of the total portfolio. Shares reduced by 7.51%
  3. Open Text Corp (OTEX) - 4,774,206 shares, 3.81% of the total portfolio. Shares reduced by 3.71%
  4. Ubiquiti Inc (UI) - 1,178,546 shares, 3.81% of the total portfolio. Shares reduced by 7.26%
  5. Align Technology Inc (ALGN) - 938,373 shares, 3.73% of the total portfolio. Shares reduced by 1.03%
New Purchase: Alarm.com Holdings Inc (ALRM)

Disciplined Growth Investors Inc initiated holding in Alarm.com Holdings Inc. The purchase prices were between $34.29 and $50.11, with an estimated average price of $43.67. The stock is now traded at around $50.11. The impact to a portfolio due to this purchase was 0.69%. The holding were 770,860 shares as of .

New Purchase: Arista Networks Inc (ANET)

Disciplined Growth Investors Inc initiated holding in Arista Networks Inc. The purchase prices were between $157.04 and $238.05, with an estimated average price of $208.06. The stock is now traded at around $205.41. The impact to a portfolio due to this purchase was 0.46%. The holding were 99,346 shares as of .

New Purchase: Stoneridge Inc (SRI)

Disciplined Growth Investors Inc initiated holding in Stoneridge Inc. The purchase prices were between $14.33 and $30.28, with an estimated average price of $25.03. The stock is now traded at around $16.68. The impact to a portfolio due to this purchase was 0.07%. The holding were 178,754 shares as of .

Added: JetBlue Airways Corp (JBLU)

Disciplined Growth Investors Inc added to a holding in JetBlue Airways Corp by 66.00%. The purchase prices were between $6.86 and $21.56, with an estimated average price of $16.72. The stock is now traded at around $8.28. The impact to a portfolio due to this purchase was 0.87%. The holding were 10,743,505 shares as of .

Added: Manhattan Associates Inc (MANH)

Disciplined Growth Investors Inc added to a holding in Manhattan Associates Inc by 126.20%. The purchase prices were between $37.44 and $88.99, with an estimated average price of $72.51. The stock is now traded at around $71.70. The impact to a portfolio due to this purchase was 0.8%. The holding were 1,268,816 shares as of .

Added: Pure Storage Inc (PSTG)

Disciplined Growth Investors Inc added to a holding in Pure Storage Inc by 82.56%. The purchase prices were between $8.76 and $19.74, with an estimated average price of $16.3. The stock is now traded at around $13.86. The impact to a portfolio due to this purchase was 0.73%. The holding were 5,722,704 shares as of .

Added: Stitch Fix Inc (SFIX)

Disciplined Growth Investors Inc added to a holding in Stitch Fix Inc by 672.50%. The purchase prices were between $12.22 and $29.37, with an estimated average price of $21.88. The stock is now traded at around $20.17. The impact to a portfolio due to this purchase was 0.64%. The holding were 2,545,920 shares as of .

Added: Gentex Corp (GNTX)

Disciplined Growth Investors Inc added to a holding in Gentex Corp by 24.98%. The purchase prices were between $20.09 and $31.16, with an estimated average price of $27.88. The stock is now traded at around $24.02. The impact to a portfolio due to this purchase was 0.54%. The holding were 5,318,439 shares as of .

Added: Royal Caribbean Cruises Ltd (RCL)

Disciplined Growth Investors Inc added to a holding in Royal Caribbean Cruises Ltd by 50.10%. The purchase prices were between $22.33 and $135.05, with an estimated average price of $93.01. The stock is now traded at around $36.39. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,552,500 shares as of .

Sold Out: Synaptics Inc (SYNA)

Disciplined Growth Investors Inc sold out a holding in Synaptics Inc. The sale prices were between $47.56 and $84.53, with an estimated average price of $68.06.

Sold Out: Seagate Technology PLC (STX)

Disciplined Growth Investors Inc sold out a holding in Seagate Technology PLC. The sale prices were between $40.73 and $63.23, with an estimated average price of $53.61.

Sold Out: iShares Russell 2000 Growth (IWO)

Disciplined Growth Investors Inc sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: Chevron Corp (CVX)

Disciplined Growth Investors Inc sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.



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