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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2023-07-31 (Q2 2023) | Holdings: 74 | Value: $135.6M | 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 2% $(252.0K) | 11.58% | $15.7M | +34.51% | -11.23% | +11.87% | |
| MSFT - MICROSOFT ORD | Reduce 10% $(1.1M) | 7.32% | $9.9M | +13.71% | +3.46% | +25.41% | |
| CLMT - CALUMET SPECIALTY PRODUCTS UNT | New Purchase | 6.68% | $9.1M | +107.12% | -20.06% | -21.61% | |
| AMZN - AMAZON COM ORD | Reduce 1% $(55.7K) | 5.04% | $6.8M | +74.95% | +2.58% | +37.83% | |
| KKR - KKR AND CO ORD | New Purchase | 3.56% | $4.8M | +60.62% | -3.05% | +105.08% | |
| NETI - ENETI ORD | New Purchase | 3.36% | $4.6M | -20.53% | |||
| GOOGL - ALPHABET CL A ORD | Add 12% ($474.6K) | 3.26% | $4.4M | +145.54% | -3.31% | +30.73% | |
| NVDA - NVIDIA ORD | Reduce 47% $(3.3M) | 2.72% | $3.7M | +296.22% | -8.89% | +135.14% | |
| OBIL - RBB:US TREAS 12 MONTH BL | Add 1% ($24.9K) | 2.54% | $3.4M | +13.02% | +1.27% | +5.44% | |
| ADBE - ADOBE ORD | Add 863% ($3.0M) | 2.47% | $3.4M | -57.87% | -0.23% | +0.12% | |
| ESAB - ESAB ORD | New Purchase | 2.39% | $3.2M | +49.19% | -0.03% | +42.53% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 44% $(2.4M) | 2.23% | $3.0M | +107.09% | -5.44% | +16.00% | |
| NFLX - NETFLIX ORD | Add 49% ($912.7K) | 2.05% | $2.8M | +133.42% | -3.93% | +42.87% | |
| DHT - DHT HOLDINGS ORD | New Purchase | 2.00% | $2.7M | +128.54% | +20.68% | +29.46% | |
| IAC - IAC ORD | New Purchase | 1.81% | $2.5M | -28.10% | -39.03% | -28.33% | |
| PANW - PALO ALTO NETWORKS ORD | Reduce 3% $(68.2K) | 1.77% | $2.4M | +33.65% | -2.01% | +26.30% | |
| PEN - PENUMBRA ORD | Reduce 3% $(74.3K) | 1.74% | $2.4M | +9.83% | -35.32% | -42.92% | |
| META - META PLATFORMS CL A ORD | Add 525% ($2.0M) | 1.71% | $2.3M | +99.45% | -1.79% | +57.07% | |
| DDOG - DATADOG CL A ORD | Reduce 1% $(31.3K) | 1.65% | $2.2M | -5.23% | -30.35% | -1.65% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | Reduce 4% $(93.1K) | 1.49% | $2.0M | -82.41% | -68.13% | -88.84% | |
| MDB - MONGODB CL A ORD | Add 23% ($378.9K) | 1.47% | $2.0M | -45.36% | -19.28% | -43.02% | |
| ENOV - ENOVIS ORD | New Purchase | 1.40% | $1.9M | -62.20% | -29.09% | -26.71% | |
| ISRG - INTUITIVE SURGICAL ORD | New Purchase | 1.35% | $1.8M | +41.29% | -16.01% | +40.04% | |
| ZS - ZSCALER ORD | Add 5% ($92.0K) | 1.34% | $1.8M | -23.13% | -1.48% | +9.71% | |
| RCL - ROYAL CARIBBEAN GROUP ORD | New Purchase | 1.33% | $1.8M | +163.62% | -20.35% | +38.32% | |
| CRM - SALESFORCE ORD | 1.29% | $1.8M | -22.57% | -8.92% | +13.35% | ||
| TDG - TRANSDIGM GROUP ORD | New Purchase | 1.28% | $1.7M | +59.78% | -7.68% | +46.51% | |
| HCA - HCA HEALTHCARE ORD | New Purchase | 1.27% | $1.7M | +89.72% | -17.29% | +34.11% | |
| CAH - CARDINAL HEALTH ORD | New Purchase | 1.24% | $1.7M | +147.01% | +3.08% | +15.56% | |
| TBIL - RBB:US TREAS 3 MONTH BL | Reduce 40% $(1.1M) | 1.23% | $1.7M | +13.04% | +1.32% | +5.33% | |
| ALGN - ALIGN TECHNOLOGY ORD | Add 81% ($716.8K) | 1.18% | $1.6M | -53.42% | -51.10% | -39.06% | |
| MCD - MCDONALD'S ORD | New Purchase | 1.17% | $1.6M | +12.62% | -10.11% | -6.10% | |
| AXP - AMERICAN EXPRESS ORD | New Purchase | 1.16% | $1.6M | +95.38% | -12.44% | +50.06% | |
| SYK - STRYKER ORD | New Purchase | 1.08% | $1.5M | +24.34% | -2.60% | +20.16% | |
| SNPS - SYNOPSYS ORD | New Purchase | 1.03% | $1.4M | -9.66% | +6.08% | +20.65% | |
| SBUX - STARBUCKS ORD | New Purchase | 0.98% | $1.3M | +2.36% | -9.49% | -24.15% | |
| GNK - GENCO SHIPPING TRADING ORD | New Purchase | 0.94% | $1.3M | +90.80% | -8.82% | +38.19% | |
| IVV - ISHARES:CORE S&P 500 | Reduce 8% $(102.0K) | 0.88% | $1.2M | +54.59% | -7.03% | +20.80% | |
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | 0.76% | $1.0M | +34.75% | -3.04% | +19.78% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | 0.72% | $978.6K | +37.83% | -2.35% | +22.66% | ||
| FSLR - FIRST SOLAR ORD | New Purchase | 0.69% | $937.1K | -4.88% | -31.12% | +5.36% | |
| JPM - JPMORGAN CHASE ORD | Add 5% ($35.3K) | 0.59% | $804.6K | +109.63% | -11.09% | +35.42% | |
| KR - KROGER ORD | Add 5% ($36.6K) | 0.53% | $712.9K | +53.61% | -6.18% | +15.96% | |
| XLK - SEL SECTOR:TECH SPDR | New Purchase | 0.46% | $625.4K | +62.84% | -5.76% | +19.41% | |
| XBIL - RBB:US TREAS 6 MONTH BL | Reduce 71% $(1.5M) | 0.45% | $615.9K | +13.09% | +1.33% | +5.40% | |
| USXF - ISHARES:ESG ADV MSCI USA | Reduce 4% $(26.1K) | 0.42% | $570.6K | +62.95% | -7.18% | +25.59% | |
| UTWO - RBB:US TREAS 2 YR NOTE | Add 1% ($7.3K) | 0.40% | $541.0K | +12.00% | +0.80% | +5.18% | |
| AVGO - BROADCOM ORD | Reduce 85% $(2.9M) | 0.39% | $525.7K | +308.65% | -4.60% | +66.42% | |
| JNJ - JOHNSON & JOHNSON ORD | Add 3% ($13.2K) | 0.38% | $517.6K | +57.42% | -9.98% | -0.34% | |
| CSCO - CISCO SYSTEMS ORD | Add 4% ($19.9K) | 0.37% | $506.3K | +70.60% | -0.01% | -6.96% | |
| PLTR - PALANTIR TECHNOLOGIES CL A ORD | Reduce 100% | 0.00% | $0.00 | +244.71% | -23.33% | +34.02% | |
| SPLG - SPDR PTF S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||
| ADSK - AUTODESK ORD | Reduce 100% | 0.00% | $0.00 | +38.23% | -5.80% | +14.50% | |
| ZTS - ZOETIS CL A ORD | Reduce 100% | 0.00% | $0.00 | -5.36% | -19.02% | -1.72% | |
| ULTA - ULTA BEAUTY ORD | Reduce 100% | 0.00% | $0.00 | -13.11% | -15.63% | -21.36% | |
| LSCC - LATTICE SEMICONDUCTOR ORD | Reduce 100% | 0.00% | $0.00 | -36.29% | -38.69% | -45.60% | |
| GOOG - ALPHABET CL C ORD | Reduce 100% | 0.00% | $0.00 | +30.61% | -2.51% | +31.94% | |
| LRCX - LAM RESEARCH ORD | Reduce 100% | 0.00% | $0.00 | +5.57% | -14.16% | +18.29% | |
| SPTM - SPDR PTF S&P 1500 CSM | Reduce 100% | 0.00% | $0.00 | ||||
| ANET - ARISTA NETWORKS ORD | Reduce 100% | 0.00% | $0.00 | +128.63% | +18.78% | +90.78% | |
| MPWR - MONOLITHIC POWER SYSTEMS ORD | Reduce 100% | 0.00% | $0.00 | +11.82% | -10.63% | +54.42% | |
| MCHP - MICROCHIP TECHNOLOGY ORD | Reduce 100% | 0.00% | $0.00 | -23.94% | -22.90% | -7.02% | |
| MA - MASTERCARD CL A ORD | Reduce 100% | 0.00% | $0.00 | +36.32% | -3.91% | +18.12% | |
| PG - PROCTER & GAMBLE ORD | Reduce 100% | 0.00% | $0.00 | +18.60% | -3.42% | +8.99% | |
| F - FORD MOTOR ORD | Reduce 100% | 0.00% | $0.00 | -8.03% | -23.46% | -14.18% | |
| SPDW - SPDR PTF DEV WORLD EX-US | Reduce 100% | 0.00% | $0.00 | ||||
| UTEN - RBB:US TREAS 10 YR NOTE | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE CL B ORD | Reduce 100% | 0.00% | $0.00 | -27.04% | -7.98% | -31.91% | |
| ETN - EATON ORD | Reduce 100% | 0.00% | $0.00 | +81.23% | +2.03% | +42.91% | |
| DIS - WALT DISNEY ORD | Reduce 100% | 0.00% | $0.00 | +32.85% | -9.03% | +5.23% | |