Fred Martin - Disciplined Growth Investors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		64
Portfolio Value		$4.83B

Disciplined Growth Investors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2023Dec 31, 2023	PRO PROS Holdings, Inc.	PROS Holdings, Inc.	Sell	-3,463-0.7%	$19.80M	510,328
Q4 2023Dec 31, 2023	CGNX Cognex Corporation	Cognex Corporation	Sell	-3,876-0.2%	$81.11M	1,943,245
Q4 2023Dec 31, 2023	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-4,156-0.9%	$10.33M	455,070
Q4 2023Dec 31, 2023	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-4,208-1.3%	$2.77M	316,095
Q4 2023Dec 31, 2023	ZUMZ Zumiez Inc.	Zumiez Inc.	Sell	-4,741-2.7%	$3.54M	174,050
Q4 2023Dec 31, 2023	SRI Stoneridge, Inc.	Stoneridge, Inc.	Sell	-5,119-2.3%	$4.23M	216,037
Q4 2023Dec 31, 2023	VZIO VIZIO Holding Corp.	VIZIO Holding Corp.	Sell	-5,143-0.2%	$16.02M	2,080,515
Q4 2023Dec 31, 2023	PLXS Plexus Corp.	Plexus Corp.	Sell	-5,586-0.3%	$220.44M	2,038,667
Q4 2023Dec 31, 2023	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-5,837-1.8%	$63.23M	326,540
Q4 2023Dec 31, 2023	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-6,175-2.3%	$89.16M	264,280
Q4 2023Dec 31, 2023	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-6,775-2.5%	$26.29M	259,603
Q4 2023Dec 31, 2023	THRM Gentherm Inc	Gentherm Inc	Sell	-6,943-0.6%	$56.80M	1,084,724
Q4 2023Dec 31, 2023	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-7,351-0.5%	$19.31M	1,490,135
Q4 2023Dec 31, 2023	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-8,017-0.5%	$156.83M	1,739,111
Q4 2023Dec 31, 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-8,364-2.2%	$88.82M	364,776
Q4 2023Dec 31, 2023	GGG Graco Inc.	Graco Inc.	Sell	-10,462-2.4%	$37.12M	427,823
Q4 2023Dec 31, 2023	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-12,997-2.0%	$148.37M	629,993
Q4 2023Dec 31, 2023	DLB Dolby Laboratories	Dolby Laboratories	Sell	-13,550-1.0%	$118.18M	1,371,321
Q4 2023Dec 31, 2023	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-14,695-9.3%	$17.00M	142,708
Q4 2023Dec 31, 2023	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-15,577-3.7%	$33.94M	410,003
Q4 2023Dec 31, 2023	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-16,376-3.4%	$42.65M	461,780
Q4 2023Dec 31, 2023	CHRS Coherus BioSciences, Inc.	Coherus BioSciences, Inc.	Sell	-16,899-1.4%	$3.89M	1,166,727
Q4 2023Dec 31, 2023	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-18,076-0.9%	$37.42M	1,955,236
Q4 2023Dec 31, 2023	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-18,966-1.4%	$162.87M	1,376,146
Q4 2023Dec 31, 2023	SMTC Semtech Corporation	Semtech Corporation	Sell	-20,576-4.0%	$10.78M	491,925
Q4 2023Dec 31, 2023	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-23,216-12.2%	$32.46M	167,480
Q4 2023Dec 31, 2023	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-24,759-1.4%	$67.78M	1,739,638
Q4 2023Dec 31, 2023	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-31,161-1.5%	$167.49M	2,039,868
Q4 2023Dec 31, 2023	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Sell	-39,210-0.7%	$202.32M	5,673,475
Q4 2023Dec 31, 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-40,694-15.5%	$138.50M	221,589

Page 14 of 91 • 2702 total trades

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