Fred Martin
Disciplined Growth Investors
Disciplined Growth Investors Portfolio 13F
Fred Martin Holdings Activity
- Portfolio value:
- $5.91B~ (+$1B~)
- Previous value:
- $4.89B~
- # of changes:
- 63
- New positions:
- 3
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Disciplined Growth Investors has disclosed a total of 63 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 27, bought 3 totally new, decreased the number of shares of 27 and completely sold out 6 position(s).
What stocks is Fred Martin buying now?
In the recent quarter Fred Martin has bought 30 securities out of which top 5 purchases (by % change to portfolio) are (DVN) Devon Energy Corp (new buy), (ALRM) Alarm.com Holdings Inc (added shares +9.69%), (ZETA) Zeta Global Holdings Corp (added shares +9.88%), (ALGN) Align Technology Inc (added shares +0.95%) and (SPSC) SPS Commerce Inc (added shares +161.90%).
In the latest report(s) the following changes have been made to the top investments: (PLXS) Plexus Corp (reduced shares -3.59%), (VSAT) ViaSat Inc (reduced shares -16.23%), (P) Everpure, Inc (reduced shares -0.43%), (GRMN) GARMIN LTD (reduced shares -0.35%) and (ANET) Arista Networks (reduced shares -1.25%).
63 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CCC Intelligent Solutions Holdings Inc
|
new
|
+34,887
|
34,887
|
+0%
|
$5.16
|
+44.09%($7.44)
|
0.00%
|
2026 Q2
|
~0.25 years
|
|
|
|
Devon Energy Corp
|
new
|
+4,219,415
|
4,219,415
|
+2.95%
|
$41.32
|
+19.02%($49.18)
|
2.95%
|
2026 Q2
|
~0.25 years
|
|
|
|
Veeva Systems Inc, CL-A
|
new
|
+140,964
|
140,964
|
+0.42%
|
$177.47
|
+40.14%($248.70)
|
0.42%
|
2026 Q2
|
~0.25 years
|
|
|
|
Gitlab Inc
|
+263.74%
|
+2,398,874
|
3,308,421
|
+1.24%
|
$30.53
|
+34.59%($41.09)
|
1.71%
|
2026 Q1
|
~0.50 years
|
|
|
|
MONDAY.COM LTD
|
+212.79%
|
+859,447
|
1,263,335
|
+1.05%
|
$72.39
|
+26.07%($91.26)
|
1.55%
|
2025 Q4
|
~0.75 years
|
|
|
|
SPS Commerce Inc
|
+161.90%
|
+1,312,943
|
2,123,881
|
+1.27%
|
$57.17
|
+39.08%($79.51)
|
2.06%
|
2016 Q1
|
~10.50 years
|
|
|
|
DoubleVerify Holdings Inc
|
+147.92%
|
+5,781,039
|
9,689,140
|
+1.06%
|
$10.84
|
+22.74%($13.30)
|
1.78%
|
2024 Q3
|
~2.00 years
|
|
|
|
Progyny Inc
|
+105.66%
|
+607,066
|
1,181,632
|
+0.3%
|
$28.83
|
-11.97%($25.38)
|
0.58%
|
2024 Q1
|
~2.50 years
|
|
|
|
Materialise NV
|
+75.49%
|
+857,054
|
1,992,441
|
+0.11%
|
$7.43
|
-11.17%($6.60)
|
0.25%
|
2023 Q4
|
~2.75 years
|
|
|
|
SHARKNINJA INC
|
+67.45%
|
+288,292
|
715,721
|
+0.74%
|
$152.27
|
+19.33%($181.71)
|
1.85%
|
2025 Q2
|
~1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".