Diversified Portfolio with Significant Technology Presence
Fred Martin's portfolio features a mix of high-value holdings, with notable concentration in SUPER MICRO COMPUTER INC COM N (SMCI) and significant presence across multiple sectors. The investor has seen decreases in several key stocks.
Investor Overview
Fred Martin from Disciplined Growth Investors has assembled a portfolio valued at $5,519,658,554 as of 2025-09-30. The portfolio is characterized by diversification across various sectors and notable concentration in specific stocks.
Top Holdings by Value
The portfolio's top holdings are primarily driven by SUPER MICRO COMPUTER INC COM N (SMCI), which accounts for approximately 8.23% of the total value, followed closely by PURE STORAGE INC CL A (PSTG) at 7.84%. These two stocks represent significant investments in different sectors.
Sector Allocation
The portfolio exhibits a strong concentration in the Technology sector, which includes four key holdings: PURE STORAGE INC CL A (PSTG), ARISTA NETWORKS INC COM SHS (ANET), INTERDIGITAL INC COM (IDCC), and COGNEX CORP COM (CGNX). These stocks collectively account for 20.58% of the total portfolio value, highlighting a strategic focus on this sector.
Notable Changes in Holdings
From the prior period, several key holdings have experienced decreases in both share count and percentage allocation. SUPER MICRO COMPUTER INC COM N (SMCI) has seen a reduction of 249,329 shares (-2.56%), while PURE STORAGE INC CL A (PSTG) has decreased by 297,373 shares (-5.45%). ARISTA NETWORKS INC COM SHS (ANET), INTERDIGITAL INC COM (IDCC), and COGNEX CORP COM (CGNX) have also shown significant decreases of -108,297; -169,691; and -164,158 shares respectively (-5.33%, -17.66%, and -3.44% change in share count). These changes indicate a strategic adjustment in the portfolio.
While some holdings have decreased, the investor has maintained strong positions in other areas of the portfolio, balancing growth potential with prudent risk management.
Conclusion
Fred Martin's portfolio demonstrates a balanced approach between high-value investments and sector diversification. The focus on Technology reflects a strategic allocation aimed at capitalizing on emerging trends while maintaining a diversified strategy to mitigate risks.