- New Purchases: ALRM, ANET, SRI,
- Added Positions: JBLU, MANH, PSTG, SFIX, GNTX, RCL, SWN, KRNT, URBN, VSAT, MIXT, CGNX, MYGN, DLB, DLX, CASA, IWP, PLT, CLB,
- Reduced Positions: EW, FDS, INTU, CAKE, TCF, UI, RL, TREX, POWI, STMP, ISRG, OTEX, GGG, SNBR, CSGP, MIDD, PLXS, TJX, THRM, RP, SMCI, STRA, MCHP, ALGN, INFO, LSTR, IRBT, CEVA, SPSC, PRLB, MTLS, GEOS, RDHL, PRO, CARA, ACIA, JWN, EPAY, PAYX, MSM, NUVA, PHX, ECOM, ZUMZ, SSYS, SRDX, MDXG, LL, IPGP, OSPN, TRIP, NLS, FTK, DLTH,
- Sold Out: SYNA, STX, IWO, CVX,
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- TJX Companies Inc (TJX) - 4,547,729 shares, 4.97% of the total portfolio. Shares reduced by 1.27%
- Stamps.com Inc (STMP) - 1,383,657 shares, 4.11% of the total portfolio. Shares reduced by 7.51%
- Open Text Corp (OTEX) - 4,774,206 shares, 3.81% of the total portfolio. Shares reduced by 3.71%
- Ubiquiti Inc (UI) - 1,178,546 shares, 3.81% of the total portfolio. Shares reduced by 7.26%
- Align Technology Inc (ALGN) - 938,373 shares, 3.73% of the total portfolio. Shares reduced by 1.03%
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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