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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GRMN Garmin Ltd
| 6.33% | $308.908M 1.331M shares@ $232.01 avg price | Decreased -4.86% |
PLXS Plexus Corp
| 6.2% | $302.72M 1.495M shares@ $202.54 avg price | Decreased -6.04% |
PSTG Pure Storage Inc - Class A
| 5.64% | $275.527M 4.667M shares@ $59.04 avg price | Decreased -4.7% |
EXE Expand Energy Corp
| 5.34% | $260.541M 2.373M shares@ $109.79 avg price | Decreased -6.92% |
VSAT Viasat Inc
| 5.31% | $259.26M 5.661M shares@ $45.8 avg price | Decreased -4.47% |
CTRA Coterra Energy Inc
| 4.6% | $224.724M 6.395M shares@ $35.15 avg price | Decreased -5.64% |
ANET Arista Networks Inc
| 4.56% | $222.354M 1.811M shares@ $122.79 avg price | Decreased -7.07% |
CGNX Cognex Corp
| 4.34% | $211.738M 4.322M shares@ $48.99 avg price | Decreased -7.15% |
AKAM Akamai Technologies Inc
| 3.9% | $190.512M 1.659M shares@ $114.85 avg price | Decreased -6.54% |
SMTC Semtech Corp
| 3.48% | $169.677M 2.207M shares@ $76.9 avg price | Decreased -21.22% |
1-10 of 61