Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2025, the filing reported:

New Buys - Celsius Holdings, Inc., Simpson Manufacturing Company,

Increases - Akamai Technologies, Inc., Align Technology, Inc., Alarm.com Holdings, Inc., Cognex Corporation, Cantaloupe, Inc., and 26 more

Reductions - Apple Inc., Autodesk, Inc., PowerFleet, Inc., Arista Networks, CEVA, Inc., and 25 more

Complete Exits - Amazon.com, Inc., Broadcom Inc., Coherus BioSciences, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2025	AAPL Apple Inc.	Apple Inc.	Sell	-132	-9.0%	$295.88K	1,332
Q1 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-12,045	-3.4%	$90.00M	343,756
Q1 2025	AIOT PowerFleet, Inc.	PowerFleet, Inc.	Sell	-286,914	-3.4%	$44.47M	8,100,937
Q1 2025	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+240,362	+14.9%	$148.96M	1,850,380
Q1 2025	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+49,637	+6.3%	$133.00M	837,233
Q1 2025	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+447,787	+15.2%	$188.62M	3,389,343
Q1 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-1,260	-100.0%	$0.00	-
Q1 2025	ANET Arista Networks	Arista Networks	Sell	-788,842	-32.8%	$125.24M	1,616,461
Q1 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell - Position Exit	-1,206	-100.0%	$0.00	-
Q1 2025	CELH Celsius Holdings, Inc.	Celsius Holdings, Inc.	Buy - Position Entry	+721,264	-	$25.69M	721,264
Q1 2025	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-7,197	-1.6%	$11.29M	440,719
Q1 2025	CGNX Cognex Corporation	Cognex Corporation	Buy	+921,239	+24.2%	$141.03M	4,727,789
Q1 2025	CHK		Sell	-57,343	-2.1%	$298.30M	2,679,629
Q1 2025	CHRS Coherus BioSciences, Inc.	Coherus BioSciences, Inc.	Sell - Position Exit	-566,746	-100.0%	$0.00	-
Q1 2025	CLB Core Laboratories Inc.	Core Laboratories Inc.	Sell	-11,929	-0.2%	$82.32M	5,491,722
Q1 2025	CTLP Cantaloupe, Inc.	Cantaloupe, Inc.	Buy	+411,205	+26.2%	$15.60M	1,981,603
Q1 2025	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy	+1,333,248	+23.8%	$200.72M	6,945,328
Q1 2025	DLB Dolby Laboratories	Dolby Laboratories	Buy	+18,123	+1.2%	$124.24M	1,546,961
Q1 2025	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Buy	+858,757	+72.1%	$27.40M	2,049,356
Q1 2025	EGAN eGain Corporation	eGain Corporation	Sell	-46,127	-4.6%	$4.67M	963,494
Q1 2025	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Sell	-15,026	-1.3%	$95.06M	1,181,256
Q1 2025	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+1,813	+1.3%	$3.20M	137,239
Q1 2025	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-157,184	-11.0%	$9.14M	1,268,330
Q1 2025	GGG Graco Inc.	Graco Inc.	Sell	-13,696	-3.3%	$33.74M	404,026
Q1 2025	GNRC Generac Holdlings Inc.	Generac Holdlings Inc.	Buy	+232,970	+56.7%	$81.52M	643,667
Q1 2025	GNTX Gentex Corporation	Gentex Corporation	Buy	+143,719	+3.0%	$114.79M	4,926,527
Q1 2025	GRMN Garmin	Garmin	Sell	-5,883	-0.4%	$307.05M	1,414,152
Q1 2025	IDCC InterDigital, Inc.	InterDigital, Inc.	Sell	-30,630	-2.7%	$224.19M	1,084,353
Q1 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-15,221	-7.8%	$109.90M	178,996
Q1 2025	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy	+25,280	+4.5%	$36.71M	581,394

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