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F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2024-02-01 (Q4 2023) | Holdings: 89 | Value: $176.1M | 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 INC | Reduce 1% $(125.5K) | 7.59% | $13.4M | +46.36% | -3.67% | +27.39% | |
| UTEN - RBB FD INC | New Purchase | 6.62% | $11.7M | +6.95% | -3.49% | -0.42% | |
| CLMT - CALUMET SPECIALTY PRODS PART | 5.58% | $9.8M | +116.50% | +3.11% | +18.71% | ||
| MSFT - MICROSOFT CORP | Reduce 14% $(1.4M) | 5.12% | $9.0M | -6.00% | -1.30% | +2.52% | |
| AMZN - AMAZON COM INC | Reduce 2% $(128.8K) | 4.17% | $7.3M | +38.10% | +9.18% | +40.33% | |
| UTRE - RBB FD INC | New Purchase | 3.96% | $7.0M | +9.21% | -0.59% | +3.37% | |
| TBIL - RBB FD INC | Reduce 16% $(1.1M) | 3.26% | $5.7M | +10.08% | +1.28% | +5.05% | |
| CDLR - CADELER A S | New Purchase | 3.03% | $5.3M | +44.33% | +3.89% | +15.61% | |
| GOOGL - ALPHABET INC | 2.81% | $4.9M | +130.58% | +19.65% | +45.02% | ||
| KKR - KKR & CO INC | Reduce 25% $(1.5M) | 2.56% | $4.5M | +7.20% | +10.83% | +87.09% | |
| NVDA - NVIDIA CORPORATION | 2.42% | $4.3M | +187.69% | +34.15% | +82.41% | ||
| META - META PLATFORMS INC | Reduce 1% $(20.9K) | 2.10% | $3.7M | +37.80% | -3.80% | +52.33% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 1% $(18.7K) | 2.09% | $3.7M | +36.16% | -15.90% | -34.25% | |
| NFLX - NETFLIX INC | Reduce 1% $(38.0K) | 2.06% | $3.6M | +80.84% | +0.11% | +73.41% | |
| XBIL - RBB FD INC | Add 70% ($1.5M) | 2.02% | $3.5M | +10.05% | +1.16% | +5.06% | |
| N/A - WESTERN DIGITAL CORP. | New Purchase | 1.98% | $3.5M | ||||
| UTWO - RBB FD INC | Add 473% ($2.8M) | 1.92% | $3.4M | +8.92% | +0.04% | +3.92% | |
| ADBE - ADOBE INC | Reduce 17% $(646.1K) | 1.84% | $3.2M | -63.20% | -23.72% | -29.80% | |
| OBIL - RBB FD INC | Reduce 7% $(223.9K) | 1.83% | $3.2M | +9.77% | +0.83% | +4.85% | |
| INSW - INTERNATIONAL SEAWAYS INC | Add 27% ($632.2K) | 1.70% | $3.0M | +78.74% | +9.27% | -16.00% | |
| ESAB - ESAB CORPORATION | Reduce 23% $(900.8K) | 1.67% | $2.9M | +18.68% | +19.35% | +38.79% | |
| FRO - FRONTLINE PLC | Add 7% ($184.5K) | 1.58% | $2.8M | +88.59% | +14.16% | -12.10% | |
| DDOG - DATADOG INC | 1.45% | $2.6M | -17.45% | -4.97% | +8.44% | ||
| N/A - PENNYMAC CORP | New Purchase | 1.26% | $2.2M | ||||
| IAC - IAC INC | 1.24% | $2.2M | -3.54% | +4.34% | -19.27% | ||
| STNG - SCORPIO TANKERS INC | New Purchase | 1.14% | $2.0M | +19.41% | +5.81% | -27.74% | |
| GNK - GENCO SHIPPING & TRADING LTD | 1.12% | $2.0M | +55.48% | +30.82% | -11.55% | ||
| NOW - SERVICENOW INC | Reduce 4% $(74.2K) | 1.12% | $2.0M | -41.98% | -10.11% | +31.91% | |
| CRM - SALESFORCE INC | Reduce 8% $(163.4K) | 1.06% | $1.9M | -39.22% | -4.46% | +19.61% | |
| MDB - MONGODB INC | 1.04% | $1.8M | -44.89% | -12.78% | -35.44% | ||
| WDAY - WORKDAY INC | Reduce 4% $(77.3K) | 1.03% | $1.8M | -61.40% | -14.35% | -11.30% | |
| TDG - TRANSDIGM GROUP INC | Reduce 3% $(63.7K) | 1.01% | $1.8M | +24.05% | +14.09% | +28.13% | |
| SNOW - SNOWFLAKE INC | New Purchase | 1.00% | $1.8M | -36.62% | -24.38% | -12.51% | |
| VEEV - VEEVA SYS INC | New Purchase | 0.97% | $1.7M | -23.00% | -1.26% | +14.36% | |
| VRTX - VERTEX PHARMACEUTICALS INC | New Purchase | 0.95% | $1.7M | +3.89% | -6.94% | +9.39% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 24% $(524.9K) | 0.95% | $1.7M | -1.64% | -13.03% | +7.66% | |
| CAH - CARDINAL HEALTH INC | Reduce 3% $(42.3K) | 0.93% | $1.6M | +110.89% | -2.23% | +20.67% | |
| SNPS - SYNOPSYS INC | 0.89% | $1.6M | -25.19% | -3.29% | -3.87% | ||
| EG - EVEREST GROUP LTD | New Purchase | 0.89% | $1.6M | -7.47% | -1.97% | -7.60% | |
| MCD - MCDONALDS CORP | Reduce 2% $(29.9K) | 0.86% | $1.5M | +10.20% | -7.17% | +0.34% | |
| FANG - DIAMONDBACK ENERGY INC | New Purchase | 0.80% | $1.4M | +31.96% | +31.73% | +12.61% | |
| AZPN - ASPEN TECHNOLOGY INC | New Purchase | 0.76% | $1.3M | +3.31% | +35.54% | ||
| IVV - ISHARES TR | 0.72% | $1.3M | +42.90% | +3.47% | +23.75% | ||
| CASY - CASEYS GEN STORES INC | New Purchase | 0.69% | $1.2M | +178.76% | +15.39% | +53.50% | |
| AJG - GALLAGHER ARTHUR J & CO | New Purchase | 0.66% | $1.2M | -4.74% | +2.18% | +33.21% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.62% | $1.1M | +25.02% | +4.16% | +19.64% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.58% | $1.0M | +25.48% | +3.60% | +20.15% | ||
| JPM - JPMORGAN CHASE & CO | 0.55% | $969.7K | +87.88% | +11.24% | +57.48% | ||
| WFC-PL - WELLS FARGO CO NEW | New Purchase | 0.50% | $884.8K | +85.62% | +23.36% | +64.22% | |
| AVGO - BROADCOM INC | Add 10% ($67.0K) | 0.43% | $760.2K | +200.89% | +2.90% | +82.55% | |
| WYNN - WYNN RESORTS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SYK - STRYKER ORD | Reduce 100% | 0.00% | $0.00 | ||||
| NETI - ENETI ORD | Reduce 100% | 0.00% | $0.00 | ||||
| XLK - SEL SECTOR:TECH SPDR | Reduce 100% | 0.00% | $0.00 | ||||
| U - UNITY SOFTWARE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| USXF - ISHARES:ESG ADV MSCI USA | Reduce 100% | 0.00% | $0.00 | ||||
| ALGN - ALIGN TECHNOLOGY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FSLR - FIRST SOLAR ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYSTEMS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| HCA - HCA HEALTHCARE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| DHT - DHT HOLDINGS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PEN - PENUMBRA ORD | Reduce 100% | 0.00% | $0.00 | ||||
| KR - KROGER ORD | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ISRG - INTUITIVE SURGICAL ORD | Reduce 100% | 0.00% | $0.00 | ||||