Disciplined Growth Investors’s SharkNinja SN Stock Holding History

Disciplined Growth Investors’s Portfolio SN Stock Details SN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109M	Buy	715,721 +288,292	+67%	+$34.5M	1.85%	21
2026 Q1	$45.3M	Sell	427,429 -28,168	-6%	-$3.3M	0.93%	32
2025 Q4	$51M	Buy	455,597 +7,879	+2%	+$777K	0.98%	33
2025 Q3	$46.2M	Sell	447,718 -17,460	-4%	-$1.99M	0.84%	32
2025 Q2	$46M	Buy	+465,178	New	+$40.2M	0.88%	31

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Growth Investors's SN Position: Q2 2026 in Review

Disciplined Growth Investors increased its SharkNinja (SN) stake by 67% in Q2 2026, buying an estimated $34.5M and bringing the position to 715,721 shares worth $109M. The position accounts for 1.85% of the portfolio, ranked #21.

Disciplined Growth Investors first reported a position in SN in Q2 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Disciplined Growth Investors held 715,721 shares of SharkNinja worth $109M as of Q2 2026.
Disciplined Growth Investors bought 288,292 SharkNinja shares in Q2 2026, an estimated $34.5M.
SharkNinja made up 1.85% of Disciplined Growth Investors's portfolio in Q2 2026, its #21 holding.
Disciplined Growth Investors first reported a position in SharkNinja in Q2 2025 and has held it in 5 quarters since.
564 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.