Disciplined Growth Investors - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • 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)
+5.52B
+9,999%+
Winning Positions
+56.58%
86 wins / 152 positions
Average Gain (Winners)
$63.32M
+9,999%+ avg per position
Active Positions
64
50 losing positions
Portfolio Value Over Time
Total Positions Tracked
152
All holdings over time
Win/Loss Ratio
1.72
86 gains / 50 losses
Active vs. Exited
64 / 88
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 % |
|---|---|---|---|---|---|---|---|---|
| SMCI | Super Micro | N/A | Jun 2013 | ACTIVE | $3.30K | $454.54M | $454.54M | +9,999%+ |
| PSTG | Pure Storage, Inc. | Technology | Sep 2019 | ACTIVE | $51.23K | $432.47M | $432.42M | +9,999%+ |
| GRMN | Garmin | N/A | Jun 2013 | ACTIVE | $44.97K | $339.00M | $338.96M | +9,999%+ |
| ANET | Arista Networks | N/A | Mar 2020 | ACTIVE | $20.12K | $280.24M | $280.22M | +9,999%+ |
| IDCC | InterDigital, Inc. | Technology | Mar 2021 | ACTIVE | $42.38K | $273.06M | $273.01M | +9,999%+ |
| PLXS | Plexus Corp. | Technology | Jun 2013 | ACTIVE | $96.52K | $224.79M | $224.69M | +9,999%+ |
| SWN | N/A | Sep 2015 | EXITED | $25.48K | $224.47M | $224.44M | +9,999%+ | |
| CGNX | Cognex Corporation | Technology | Dec 2015 | ACTIVE | $29.28K | $208.59M | $208.56M | +9,999%+ |
| SMTC | Semtech Corporation | Technology | Jun 2022 | ACTIVE | $30.57K | $195.01M | $194.98M | +9,999%+ |
| ALRM | Alarm.com Holdings, Inc. | Technology | Mar 2020 | ACTIVE | $29.99K | $176.87M | $176.84M | +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.