Fred Martin - Disciplined Growth Investors Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.88B
+9,999%+
Winning Positions
+55.48%
86 wins / 155 positions
Average Gain (Winners)
$56.23M
+9,999%+ avg per position
Active Positions
61
56 losing positions
Portfolio Value Over Time
Total Positions Tracked
155
All holdings over time
Win/Loss Ratio
1.54
86 gains / 56 losses
Active vs. Exited
61 / 94
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GRMN | Garmin | N/A | Jun 2013 | ACTIVE | $44.97K | $308.91M | $308.86M | +9,999%+ |
| PLXS | Plexus Corp. | Technology | Jun 2013 | ACTIVE | $96.52K | $302.72M | $302.62M | +9,999%+ |
| PSTG | Pure Storage, Inc. | Technology | Sep 2019 | ACTIVE | $51.23K | $275.53M | $275.48M | +9,999%+ |
| VSAT | ViaSat, Inc. | Technology | Jun 2013 | ACTIVE | $39.66K | $259.26M | $259.22M | +9,999%+ |
| CTRA | Coterra Energy Inc. | Energy | Sep 2019 | ACTIVE | $43.84K | $224.72M | $224.68M | +9,999%+ |
| SWN | N/A | Sep 2015 | EXITED | $25.48K | $224.47M | $224.44M | +9,999%+ | |
| ANET | Arista Networks | N/A | Mar 2020 | ACTIVE | $20.12K | $222.35M | $222.33M | +9,999%+ |
| CGNX | Cognex Corporation | Technology | Dec 2015 | ACTIVE | $29.28K | $211.74M | $211.71M | +9,999%+ |
| AKAM | Akamai Technologies, Inc. | Technology | Jun 2013 | ACTIVE | $66.51K | $190.51M | $190.45M | +9,999%+ |
| SMTC | Semtech Corporation | Technology | Jun 2022 | ACTIVE | $30.57K | $169.68M | $169.65M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.