Fred Martin
Disciplined Growth Investors
Disciplined Growth Investors Portfolio 13F
Fred Martin Holdings Activity
- Portfolio value:
- $4.85B≈ (-$1B≈)
- Previous value:
- $5.97B≈
- # of changes:
- 88
- New positions:
- 3
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 13 Feb 2019
Disciplined Growth Investors has disclosed a total of 88 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 17, bought 3 totally new, decreased the number of shares of 67 and completely sold out 1 position(s).
What stocks did Fred Martin buy in 2018 Q4?
During 2018 Q4 Fred Martin has bought 20 securities out of which top 5 purchases (by % change to portfolio) were (ALGN) Align Technology Inc (added shares +1.97%), (POWI) Power Integrations Inc (added shares +2.95%), (RP) RealPage Inc (added shares +17.21%), (STMP) Stamps.com Inc (added shares +103.57%) and (MDSO) Medidata Solutions Inc (added shares +18.59%).
In the 2018 Q4 report(s) the following changes have been made to the top investments: (EW) Edwards Lifesciences Corp (reduced shares -7.20%), (TJX) The TJX Companies Inc (reduced shares -1.61%), (INTU) Intuit Inc (reduced shares -11.58%), (ALGN) Align Technology Inc (added shares +1.97%) and (ISRG) Intuitive Surgical Inc (reduced shares -4.02%).
88 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
IPG Photonics Corp
|
new
|
$113.29
|
-15.67%($95.54)
|
0.85%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
iShares Russell Mid-Cap Growth ETF
|
new
|
$113.72
|
+26.15%($143.46)
|
0.02%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
Stitch Fix
|
new
|
$17.09
|
-75.31%($4.22)
|
0.11%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
Redhill Biopharma Ltd
|
+3,318.68%
|
$222.01
|
-99.70%($0.66)
|
0.13%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
MSC Industrial Direct Company Inc
|
+654.49%
|
$76.92
|
+64.84%($126.80)
|
0.88%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
Destination Maternity Corp
|
+110.17%
|
$2.84
|
|
0.07%
|
2014 Q2
|
≈ 4.75 years
|
||||
|
|
Stamps.com Inc
|
+103.57%
|
$155.64
|
|
1.85%
|
2013 Q2 or earlier
|
≈ 5.75+ years
|
||||
|
|
ATTUNITY LTD
|
+100.53%
|
$19.68
|
|
0.23%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
AMBER ROAD INC
|
+67.92%
|
$8.23
|
-82.75%($1.42)
|
0.18%
|
2017 Q2
|
≈ 1.75 years
|
||||
|
|
Geospace Technologies Corp
|
+65.50%
|
$10.31
|
-27.06%($7.52)
|
0.19%
|
2015 Q1
|
≈ 4.00 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.