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Peter Rieke

Disciplined Growth Investors Inc Mn

Assets Managed
$4.887B
Holdings
61
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-6.47%(2Q avg: -5.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Disciplined Growth Investors Inc Mn's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Disciplined Growth Investors Inc Mn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.887B in assets, with a quarterly growth rate of -6.47% and a 2-quarter average growth rate of -5.9%. The portfolio is managed by Peter Rieke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GRMN
Garmin Ltd
Recent Activity
Decreased -4.86%
6.33%
$308.908M
1.331M shares@ $232.01 avg price
PLXS
Plexus Corp
Recent Activity
Decreased -6.04%
6.2%
$302.72M
1.495M shares@ $202.54 avg price
PSTG
Pure Storage Inc - Class A
Recent Activity
Decreased -4.7%
5.64%
$275.527M
4.667M shares@ $59.04 avg price
EXE
Expand Energy Corp
Recent Activity
Decreased -6.92%
5.34%
$260.541M
2.373M shares@ $109.79 avg price
VSAT
Viasat Inc
Recent Activity
Decreased -4.47%
5.31%
$259.26M
5.661M shares@ $45.8 avg price
CTRA
Coterra Energy Inc
Recent Activity
Decreased -5.64%
4.6%
$224.724M
6.395M shares@ $35.15 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -7.07%
4.56%
$222.354M
1.811M shares@ $122.79 avg price
CGNX
Cognex Corp
Recent Activity
Decreased -7.15%
4.34%
$211.738M
4.322M shares@ $48.99 avg price
AKAM
Akamai Technologies Inc
Recent Activity
Decreased -6.54%
3.9%
$190.512M
1.659M shares@ $114.85 avg price
SMTC
Semtech Corp
Recent Activity
Decreased -21.22%
3.48%
$169.677M
2.207M shares@ $76.9 avg price

1-10 of 61