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DISCIPLINED GROWTH INVESTORS INC /MN MCHP holdings history

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MICROCHIP TECHNOLOGY INC · CUSIP 595017104 · CIK 1050442

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, DISCIPLINED GROWTH INVESTORS INC /MN reported 478.47K MCHP (shares), valued at $43.64M, or 0.74% of its reported non-derivative portfolio. Filed 2026-08-14.

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Portfolio weight and quantity history
Reported portfolio weight
0.74%
Shares
478.47K
478,469
Reported value
$43.64M
USD

Shares decreased 61.59%; reported value decreased 45.79%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.74%478,469SEC filing ↗Filed Aug 14, 2026
Q1 20261.65%1,245,822SEC filing ↗Filed May 15, 2026
Q4 20252.18%1,785,355SEC filing ↗Filed Feb 17, 2026
Q3 20252.07%1,782,569SEC filing ↗Filed Nov 14, 2025
Q2 20253.51%2,611,152SEC filing ↗Filed Aug 14, 2025
Q1 20252.65%2,647,553SEC filing ↗Filed May 15, 2025
Q4 20242.04%1,869,452SEC filing ↗Filed Feb 14, 2025
Q3 20242.76%1,819,855SEC filing ↗Filed Nov 15, 2024
Q2 20243.00%1,740,382SEC filing ↗Filed Aug 15, 2024
Q1 20242.85%1,744,506SEC filing ↗Filed May 15, 2024
Q4 20233.42%1,739,111SEC filing ↗Filed Feb 14, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20233.42%1,739,111$156.83MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Feb 14, 2024
Q1 20242.85%1,744,506$156.50MShares increased 0.31%; reported value decreased 0.21%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2024
Q2 20243.00%1,740,382$159.24MShares decreased 0.24%; reported value increased 1.75%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 15, 2024
Q3 20242.76%1,819,855$146.12MShares increased 4.57%; reported value decreased 8.24%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 15, 2024
Q4 20242.04%1,869,452$107.21MShares increased 2.73%; reported value decreased 26.62%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20252.65%2,647,553$128.17MShares increased 41.62%; reported value increased 19.55%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20253.51%2,611,152$183.75MShares decreased 1.37%; reported value increased 43.36%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20252.07%1,782,569$114.48MShares decreased 31.73%; reported value decreased 37.70%, and weight changed -1.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20252.18%1,785,355$113.76MShares increased 0.16%; reported value decreased 0.62%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 17, 2026
Q1 20261.65%1,245,822$80.49MShares decreased 30.22%; reported value decreased 29.25%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20260.74%478,469$43.64MShares decreased 61.59%; reported value decreased 45.79%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
DISCIPLINED GROWTH INVESTORS INC /MN · MICROCHIP TECHNOLOGY INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.