Disciplined Growth Investors
Superinvestor profile · Rank #82 by reported 13F value (2026 Q2 filers) · CIK 0001050442 · All profiles
Founded 1997Minneapolis, Minnesota, U.S.Small-cap and mid-cap growth, applying a value discipline to growth stocksKey person: Fred Martin
Reported 13F value
$5.9B
Period 2026-06-30 · Filed 2026-08-14
Positions
58
Top 10 = 49.4% of value
Clone CAGR (full window)
+14.7%
2016-11-15 → 2026-10-02 · cumulative +287%
SPY CAGR (same window)
+15.4%
Cumulative +313%
Max drawdown (monthly)
-36%
Month-end values, approximate
Latest-quarter activity
3 new · 6 exited
27 increased · 27 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-15 → 2026-10-02, 40 filings) | +14.68% | Cumulative +287.0% vs SPY +312.9% |
| Trailing 10Y | — | |
| Trailing 5Y | +9.73% | |
| Trailing 3Y | +23.06% | |
| Trailing 1Y | +35.30% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| PLXS | Plexus Corp Com | 7.34% | $433M |
| VSAT | Viasat Inc Com | 7.21% | $426M |
| P | Everpure Inc Cl A | 6.20% | $366M |
| GRMN | Garmin Ltd Shs | 5.34% | $315M |
| ANET | Arista Networks Inc Com Shs | 5.14% | $304M |
| CGNX | Cognex Corp Com | 5.08% | $300M |
| EXE | Expand Energy Corporation Com | 3.62% | $214M |
| PRLB | Proto Labs Inc Com | 3.29% | $194M |
| AKAM | Akamai Technologies Com | 3.27% | $193M |
| DVN | Devon Energy Corp New Com | 2.95% | $174M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 82.7% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://en.wikipedia.org/wiki/Disciplined_Growth_Investors — SEC-registered independent firm founded in February 1997 by Fred Martin. It is employee-owned and headquartered in the Fifth Street Towers in downtown Minneapolis.