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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2022-02-04 (Q4 2021) | Holdings: 77 | Value: $136.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE ORD | Reduce 1% $(226.4K) | 12.84% | $17.6M | +53.83% | -9.31% | -11.83% | |
| MSFT - MICROSOFT ORD | Reduce 6% $(810.9K) | 8.78% | $12.0M | +26.24% | -9.23% | -15.35% | |
| GOOGL - ALPHABET CL A ORD | Reduce 26% $(2.5M) | 5.16% | $7.1M | +122.60% | -19.23% | -28.67% | |
| AMZN - AMAZON COM ORD | Reduce 5% $(383.4K) | 4.97% | $6.8M | +47.39% | -26.57% | -35.54% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 37% $(3.2M) | 3.90% | $5.3M | +91.51% | -24.03% | -32.28% | |
| NVDA - NVIDIA ORD | Reduce 20% $(1.3M) | 3.62% | $4.9M | +656.21% | -22.67% | -13.39% | |
| F - FORD MOTOR ORD | Reduce 5% $(219.8K) | 3.36% | $4.6M | -8.96% | -17.50% | -23.86% | |
| DDOG - DATADOG CL A ORD | Reduce 3% $(140.0K) | 3.25% | $4.4M | -27.71% | -25.79% | -48.95% | |
| MU - MICRON TECHNOLOGY ORD | Reduce 4% $(177.7K) | 2.91% | $4.0M | +429.96% | -12.26% | -25.71% | |
| PFE - PFIZER ORD | New Purchase | 2.71% | $3.7M | -36.71% | -9.10% | -15.10% | |
| QCOM - QUALCOMM ORD | New Purchase | 2.57% | $3.5M | -21.74% | -20.84% | -24.41% | |
| WOLF - WOLFSPEED ORD | New Purchase | 1.93% | $2.6M | -6.17% | -13.94% | ||
| CSL - CARLISLE COMPANIES ORD | New Purchase | 1.92% | $2.6M | +70.22% | +21.84% | +15.59% | |
| WMT - WALMART ORD | New Purchase | 1.88% | $2.6M | +192.44% | +9.87% | +2.02% | |
| ULTA - ULTA BEAUTY ORD | Reduce 5% $(139.4K) | 1.82% | $2.5M | +45.47% | +8.29% | +41.43% | |
| MOH - MOLINA HEALTHCARE ORD | New Purchase | 1.80% | $2.5M | -51.59% | +3.99% | -0.18% | |
| OKTA - OKTA CL A ORD | New Purchase | 1.80% | $2.5M | -63.95% | -40.85% | -59.38% | |
| SSNC - SS AND C TECHNOLOGIES HOLDINGS ORD | New Purchase | 1.68% | $2.3M | -9.96% | -21.20% | -23.46% | |
| LSCC - LATTICE SEMICONDUCTOR ORD | New Purchase | 1.67% | $2.3M | +84.34% | -15.71% | +35.93% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | Reduce 5% $(108.3K) | 1.66% | $2.3M | -82.52% | +11.24% | +33.52% | |
| MCHP - MICROCHIP TECHNOLOGY ORD | Add 90% ($1.1M) | 1.65% | $2.3M | +6.28% | -7.26% | +16.52% | |
| NXPI - NXP SEMICONDUCTORS ORD | New Purchase | 1.64% | $2.2M | +12.47% | -9.67% | -3.64% | |
| MDB - MONGODB CL A ORD | New Purchase | 1.63% | $2.2M | -43.46% | -22.17% | -46.19% | |
| VRTX - VERTEX PHARMACEUTICALS ORD | New Purchase | 1.62% | $2.2M | +83.60% | +9.47% | +25.30% | |
| LULU - LULULEMON ATHLETICA ORD | Reduce 3% $(65.4K) | 1.53% | $2.1M | -50.50% | +2.15% | -7.45% | |
| HIG - HARTFORD FINANCIAL SERVICES GRUP ORD | New Purchase | 1.50% | $2.1M | +117.37% | +2.98% | +9.43% | |
| LUV - SOUTHWEST AIRLINES ORD | Add 3% ($59.8K) | 1.47% | $2.0M | -2.40% | +5.69% | -18.58% | |
| WDC - WESTERN DIGITAL ORD | New Purchase | 1.45% | $2.0M | +764.29% | +17.76% | -18.69% | |
| N/A - NASSAU COMPANIES OF NEW YORK | New Purchase | 1.15% | $1.6M | ||||
| RILYK - B RILEY FINANCIAL INC | 1.11% | $1.5M | |||||
| MCK - MCKESSON ORD | Reduce 5% $(73.8K) | 0.98% | $1.3M | +234.99% | +18.53% | +35.24% | |
| ABC - AMERISOURCEBERGEN ORD | Reduce 5% $(65.1K) | 0.89% | $1.2M | +145.40% | +13.63% | +14.17% | |
| IVV - ISHARES:CORE S&P 500 | Add 9% ($101.6K) | 0.88% | $1.2M | +60.75% | -7.68% | -7.33% | |
| RILYG - B RILEY FINANCIAL INC | New Purchase | 0.84% | $1.1M | ||||
| BWSN - BABCOCK & WILCOX ENTERPRISES INC | Reduce 2% $(20.0K) | 0.70% | $961.0K | ||||
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | 0.66% | $901.0K | +53.53% | +1.54% | -1.50% | ||
| SPTM - SPDR PTF S&P 1500 CSM | New Purchase | 0.63% | $861.0K | +59.14% | -7.36% | -6.42% | |
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | 0.60% | $816.0K | +54.08% | +1.20% | -2.06% | ||
| JPM - JPMORGAN CHASE ORD | 0.52% | $714.0K | +125.71% | -18.55% | -4.35% | ||
| DIS - WALT DISNEY ORD | 0.52% | $704.0K | -28.77% | -21.47% | -23.38% | ||
| KR - KROGER ORD | 0.45% | $620.0K | +71.22% | +20.16% | +0.88% | ||
| CSCO - CISCO SYSTEMS ORD | New Purchase | 0.43% | $585.0K | +70.07% | -9.72% | -11.14% | |
| METCL - RAMACO RESOURCES INC | New Purchase | 0.40% | $550.0K | ||||
| CGABL - CARLYLE FINANCE LLC | Reduce 28% $(194.5K) | 0.36% | $493.0K | ||||
| JNJ - JOHNSON & JOHNSON ORD | New Purchase | 0.35% | $485.0K | +59.12% | +3.78% | -2.19% | |
| PG - PROCTER & GAMBLE ORD | New Purchase | 0.30% | $404.0K | +0.33% | -4.04% | -10.40% | |
| GOOG - ALPHABET CL C ORD | New Purchase | 0.29% | $396.0K | +121.95% | -18.76% | -28.00% | |
| SYNA - SYNAPTICS ORD | New Purchase | 0.23% | $318.0K | -64.76% | -23.35% | -41.60% | |
| AMAT - APPLIED MATERIAL ORD | Reduce 90% $(2.7M) | 0.23% | $311.0K | +204.20% | -16.27% | -12.51% | |
| TVC - TENNESSEE VALLEY AUTHORITY | New Purchase | 0.23% | $309.0K | +7.11% | -7.81% | -10.21% | |
| CRL - CHRLS RIVER LABS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AVTR - AVANTOR ORD | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - DUKE ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - STARBUCKS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GOODO - GLADSTONE COMMERCIAL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| DOW - DOW ORD | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - BANK OF AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ALLY - ALLY FINANCIAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BURL - BURLINGTON STORES ORD | Reduce 100% | 0.00% | $0.00 | ||||
| REGN - REGENERON PHARMACEUTICALS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| WFC-PL - WELLS FARGO & CO | Reduce 100% | 0.00% | $0.00 | ||||
| DUK-PA - DUKE ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| GDRX - GOODRX HOLDINGS CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PEB-PH - PEBBLEBROOK HOTEL TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| SQ - SQUARE CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS ORD | Reduce 100% | 0.00% | $0.00 | ||||