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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2023-11-06 (Q3 2023) | Holdings: 73 | Value: $134.1M | 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 13% $(1.9M) | 8.96% | $12.0M | +47.11% | +5.85% | +27.61% | |
| CLMT - CALUMET SPECIALTY PRODUCTS UNT | Reduce 4% $(410.6K) | 7.83% | $10.5M | +150.37% | +24.33% | +51.65% | |
| MSFT - MICROSOFT ORD | Reduce 5% $(450.9K) | 6.53% | $8.8M | +5.83% | +15.44% | +19.26% | |
| TBIL - RBB:US TREAS 3 MONTH BL | Add 310% ($5.2M) | 5.12% | $6.9M | +11.46% | +1.27% | +5.24% | |
| AMZN - AMAZON COM ORD | Reduce 6% $(405.0K) | 4.66% | $6.3M | +66.24% | +21.33% | +49.45% | |
| GOOGL - ALPHABET CL A ORD | Reduce 5% $(222.2K) | 3.44% | $4.6M | +145.66% | +11.35% | +38.63% | |
| KKR - KKR AND CO ORD | Reduce 16% $(837.8K) | 3.33% | $4.5M | +59.70% | +60.74% | +157.33% | |
| NVDA - NVIDIA ORD | Reduce 1% $(43.9K) | 2.80% | $3.8M | +302.60% | +53.34% | +225.74% | |
| DHT - DHT HOLDINGS ORD | Add 6% ($185.4K) | 2.58% | $3.5M | +101.53% | +4.24% | +7.33% | |
| OBIL - RBB:US TREAS 12 MONTH BL | 2.56% | $3.4M | +11.48% | +1.58% | +5.36% | ||
| NETI - ENETI ORD | Reduce 10% $(362.9K) | 2.55% | $3.4M | ||||
| ADBE - ADOBE ORD | Reduce 4% $(148.2K) | 2.49% | $3.3M | -59.58% | +8.27% | -11.94% | |
| META - META PLATFORMS CL A ORD | Add 29% ($716.6K) | 2.35% | $3.1M | +99.75% | +48.11% | +87.18% | |
| ESAB - ESAB ORD | Reduce 9% $(316.0K) | 2.32% | $3.1M | +38.06% | +17.93% | +77.86% | |
| NFLX - NETFLIX ORD | Add 19% ($457.3K) | 2.12% | $2.8M | +134.05% | +28.23% | +82.62% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 5% $(143.4K) | 1.93% | $2.6M | +111.54% | +52.82% | +33.94% | |
| FRO - FRONTLINE ORD | New Purchase | 1.81% | $2.4M | +91.72% | +3.80% | -3.69% | |
| INSW - INTERNATIONAL SEAWAYS ORD | New Purchase | 1.74% | $2.3M | +94.85% | +8.03% | -0.34% | |
| IAC - IAC ORD | Add 7% ($141.1K) | 1.57% | $2.1M | +12.21% | +15.92% | +22.98% | |
| XBIL - RBB:US TREAS 6 MONTH BL | Add 240% ($1.5M) | 1.56% | $2.1M | +11.47% | +1.32% | +5.32% | |
| PEN - PENUMBRA ORD | Add 24% ($390.0K) | 1.53% | $2.0M | +65.90% | +33.45% | +17.34% | |
| DDOG - DATADOG CL A ORD | Reduce 7% $(139.3K) | 1.44% | $1.9M | +10.09% | +31.95% | +31.11% | |
| ALGN - ALIGN TECHNOLOGY ORD | Add 38% ($532.5K) | 1.43% | $1.9M | -11.88% | +43.75% | +12.17% | |
| PANW - PALO ALTO NETWORKS ORD | Reduce 21% $(465.4K) | 1.30% | $1.7M | +38.04% | +50.65% | +59.95% | |
| GNK - GENCO SHIPPING TRADING ORD | Add 31% ($391.7K) | 1.24% | $1.7M | +104.23% | +36.13% | +41.23% | |
| NOW - SERVICENOW ORD | New Purchase | 1.21% | $1.6M | -26.43% | +29.49% | +66.34% | |
| CRM - SALESFORCE ORD | Reduce 7% $(112.5K) | 1.17% | $1.6M | -17.25% | +37.87% | +49.00% | |
| MDB - MONGODB CL A ORD | Reduce 8% $(140.1K) | 1.15% | $1.5M | -35.36% | +28.84% | -17.15% | |
| TDG - TRANSDIGM GROUP ORD | Reduce 6% $(104.5K) | 1.15% | $1.5M | +61.67% | +34.09% | +64.09% | |
| ISRG - INTUITIVE SURGICAL ORD | Reduce 2% $(36.0K) | 1.14% | $1.5M | +64.11% | +41.18% | +89.12% | |
| WDAY - WORKDAY CL A ORD | New Purchase | 1.10% | $1.5M | -48.72% | +33.54% | +17.01% | |
| CAH - CARDINAL HEALTH ORD | Reduce 6% $(94.4K) | 1.08% | $1.4M | +120.39% | +4.37% | +18.44% | |
| SNPS - SYNOPSYS ORD | Reduce 5% $(72.5K) | 1.05% | $1.4M | -18.05% | +12.20% | +16.11% | |
| MCD - MCDONALD'S ORD | Reduce 2% $(32.9K) | 1.02% | $1.4M | +22.10% | +7.53% | +12.27% | |
| HCA - HCA HEALTHCARE ORD | Reduce 5% $(70.1K) | 0.99% | $1.3M | +123.44% | +33.12% | +55.12% | |
| SYK - STRYKER ORD | Reduce 5% $(61.8K) | 0.93% | $1.2M | +25.83% | +24.50% | +35.28% | |
| IVV - ISHARES:CORE S&P 500 | 0.87% | $1.2M | +61.30% | +14.80% | +38.69% | ||
| WYNN - WYNN RESORTS ORD | New Purchase | 0.83% | $1.1M | +13.92% | +5.98% | -6.69% | |
| U - UNITY SOFTWARE ORD | New Purchase | 0.79% | $1.1M | -17.26% | +24.74% | -14.81% | |
| BRK.A - BERKSHIRE HATHAWAY CL A ORD | 0.79% | $1.1M | +38.43% | +13.98% | +30.89% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B ORD | 0.75% | $1.0M | +39.90% | +14.66% | +32.67% | ||
| JPM - JPMORGAN CHASE ORD | Add 3% ($24.1K) | 0.62% | $826.3K | +128.28% | +23.00% | +68.65% | |
| FSLR - FIRST SOLAR ORD | Reduce 6% $(50.6K) | 0.56% | $746.1K | +34.20% | -1.03% | +33.83% | |
| KR - KROGER ORD | 0.51% | $680.0K | +64.79% | -0.41% | +34.75% | ||
| XLK - SEL SECTOR:TECH SPDR | Add 3% ($15.4K) | 0.45% | $605.1K | +66.64% | +18.20% | +37.98% | |
| UTWO - RBB:US TREAS 2 YR NOTE | Add 9% ($49.3K) | 0.44% | $587.1K | +10.97% | +1.84% | +5.03% | |
| USXF - ISHARES:ESG ADV MSCI USA | Add 7% ($36.2K) | 0.44% | $586.3K | +69.28% | +19.57% | +48.47% | |
| CSCO - CISCO SYSTEMS ORD | Add 1% ($2.7K) | 0.39% | $528.7K | +66.93% | -5.97% | +12.43% | |
| AVGO - BROADCOM ORD | Add 2% ($12.5K) | 0.38% | $515.8K | +314.11% | +43.13% | +111.54% | |
| JNJ - JOHNSON & JOHNSON ORD | Add 2% ($10.0K) | 0.37% | $496.9K | +71.13% | +4.81% | +6.42% | |
| SEDG - SOLAREDGE TECHNOLOGIES ORD | Reduce 100% | 0.00% | $0.00 | ||||
| RCL - ROYAL CARIBBEAN GROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - STARBUCKS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ZS - ZSCALER ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ENOV - ENOVIS ORD | Reduce 100% | 0.00% | $0.00 | ||||