Fred Martin - Disciplined Growth Investors Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 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)
+5.90B
+9,999%+
Winning Positions
+58.86%
93 wins / 158 positions
Average Gain (Winners)
$63.61M
+9,999%+ avg per position
Active Positions
58
51 losing positions
Portfolio Value Over Time
Total Positions Tracked
158
All holdings over time
Win/Loss Ratio
1.82
93 gains / 51 losses
Active vs. Exited
58 / 100
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 % |
|---|---|---|---|---|---|---|---|---|
| PLXS | Plexus Corp. | Technology | Jun 2013 | ACTIVE | $96.52K | $433.25M | $433.15M | +9,999%+ |
| VSAT | ViaSat, Inc. | Technology | Jun 2013 | ACTIVE | $39.66K | $425.86M | $425.82M | +9,999%+ |
| PSTG | Pure Storage, Inc. | Technology | Sep 2019 | ACTIVE | $51.23K | $366.12M | $366.06M | +9,999%+ |
| GRMN | Garmin | N/A | Jun 2013 | ACTIVE | $44.97K | $315.18M | $315.13M | +9,999%+ |
| ANET | Arista Networks | N/A | Mar 2020 | ACTIVE | $20.12K | $303.80M | $303.78M | +9,999%+ |
| CGNX | Cognex Corporation | Technology | Dec 2015 | ACTIVE | $29.28K | $299.80M | $299.77M | +9,999%+ |
| CTRA | Coterra Energy Inc. | Energy | Sep 2019 | EXITED | $43.84K | $224.72M | $224.68M | +9,999%+ |
| SWN | N/A | Sep 2015 | EXITED | $25.48K | $224.47M | $224.44M | +9,999%+ | |
| PRLB | Proto Labs, Inc. | Industrials | Dec 2016 | ACTIVE | $49.84K | $194.04M | $193.99M | +9,999%+ |
| AKAM | Akamai Technologies, Inc. | Technology | Jun 2013 | ACTIVE | $66.51K | $193.30M | $193.23M | +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.