Disciplined Growth Investors - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 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)
+5.23B
+9,999%+
Winning Positions
+59.18%
87 wins / 147 positions
Average Gain (Winners)
$60.18M
+9,999%+ avg per position
Active Positions
64
47 losing positions
Portfolio Value Over Time
Total Positions Tracked
147
All holdings over time
Win/Loss Ratio
1.85
87 gains / 47 losses
Active vs. Exited
64 / 83
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 | $476.91M | $476.90M | +9,999%+ |
| PSTG | Pure Storage, Inc. | Technology | Sep 2019 | ACTIVE | $51.23K | $314.25M | $314.19M | +9,999%+ |
| GRMN | Garmin | N/A | Jun 2013 | ACTIVE | $44.97K | $296.25M | $296.20M | +9,999%+ |
| SWN | N/A | Sep 2015 | EXITED | $25.48K | $224.47M | $224.44M | +9,999%+ | |
| PLXS | Plexus Corp. | Technology | Jun 2013 | ACTIVE | $96.52K | $222.79M | $222.69M | +9,999%+ |
| IDCC | InterDigital, Inc. | Technology | Mar 2021 | ACTIVE | $42.38K | $215.40M | $215.36M | +9,999%+ |
| ANET | Arista Networks | N/A | Mar 2020 | ACTIVE | $20.12K | $207.85M | $207.83M | +9,999%+ |
| ALRM | Alarm.com Holdings, Inc. | Technology | Mar 2020 | ACTIVE | $29.99K | $197.53M | $197.50M | +9,999%+ |
| MCHP | Microchip Technology Incorporat | Technology | Jun 2013 | ACTIVE | $35.65K | $183.75M | $183.71M | +9,999%+ |
| CTRA | Coterra Energy Inc. | Energy | Sep 2019 | ACTIVE | $43.84K | $175.39M | $175.35M | +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.