- Portfolio
- Activity
Fred Martin Holdings Activity
Disciplined Growth Investors Portfolio 13F
Disciplined Growth Investors has disclosed a total of 65 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 42, bought 1 totally new, decreased the number of shares of 19 and completely sold out 3 position(s).
What stocks is Fred Martin buying now?
In the recent quarter Fred Martin has bought 43 securities out of which top 5 purchases (by % change to portfolio) are (CLB) CORE LABORATORIES INC (added shares +446.82%), (SMTC) SEMTECH CORP (added shares +343.26%), (PWFL) POWERFLEET INC (added shares +466.46%), (ALRM) ALARMCOM HOLDINGS INC (added shares +6.21%) and (SFIX) STITCH FIX INC-CLASS A (added shares +34.85%).
What does Fred Martin invest in?
Fred Martin's top 5 holdings (by % of portfolio) are (SMCI) SUPER MICRO COMPUTER INC (15.62%), (PSTG) PURE STORAGE INC - CLASS A (6.66%), (GRMN) GARMIN LTD (4.15%), (PLXS) PLEXUS CORP (4.1%) and (ANET) ARISTA NETWORKS INC (3.98%).
In the latest report(s) the following changes have been made to the top investments: (SMCI) SUPER MICRO COMPUTER INC (reduced shares -0.69%), (PSTG) PURE STORAGE INC - CLASS A (reduced shares -2.04%), (GRMN) GARMIN LTD (reduced shares -0.78%), (PLXS) PLEXUS CORP (added shares +0.34%) and (ANET) ARISTA NETWORKS INC (reduced shares -1.85%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.