10,000+ stock pitches from top investors available on joinyellowbrick.com
F/M Investments LLC 13F Holdings
Holdings from the most recent 13F from F/M Investments LLC
Filed: 2024-04-23 (Q1 2024) | Holdings: 80 | Value: $148.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(87.6K) | 7.99% | $11.8M | +57.86% | +31.40% | +25.71% | |
| ZTEN - RBB FD INC | New Purchase | 7.86% | $11.6M | +16.49% | +4.17% | +7.95% | |
| MSFT - MICROSOFT CORP | 6.84% | $10.1M | -7.49% | +4.91% | -4.71% | ||
| ZTRE - RBB FD INC | New Purchase | 6.74% | $10.0M | +12.26% | +2.64% | +7.17% | |
| AMZN - AMAZON COM INC | Reduce 1% $(77.2K) | 6.13% | $9.1M | +29.85% | +0.49% | +3.67% | |
| NVDA - NVIDIA CORPORATION | 5.26% | $7.8M | +119.23% | +36.10% | +26.82% | ||
| ZTWO - RBB FD INC | New Purchase | 4.33% | $6.4M | +11.00% | +2.11% | +6.58% | |
| GOOGL - ALPHABET INC | Reduce 1% $(41.8K) | 3.58% | $5.3M | +103.89% | +9.74% | +1.62% | |
| META - META PLATFORMS INC | Reduce 5% $(251.2K) | 3.25% | $4.8M | +24.52% | -9.12% | +5.32% | |
| AMD - ADVANCED MICRO DEVICES INC | 3.06% | $4.5M | +51.14% | -7.62% | -39.66% | ||
| NFLX - NETFLIX INC | 3.05% | $4.5M | +77.76% | +10.74% | +90.99% | ||
| TBIL - RBB FD INC | Reduce 39% $(2.3M) | 2.37% | $3.5M | +8.86% | +1.28% | +4.82% | |
| OBIL - RBB FD INC | Reduce 3% $(106.0K) | 2.10% | $3.1M | +9.00% | +1.42% | +5.14% | |
| ADBE - ADOBE INC | 1.87% | $2.8M | -51.38% | +12.28% | -23.69% | ||
| DDOG - DATADOG INC | Reduce 1% $(22.0K) | 1.74% | $2.6M | -13.98% | -7.40% | -21.38% | |
| TDG - TRANSDIGM GROUP INC | Reduce 1% $(11.1K) | 1.46% | $2.2M | +10.63% | -0.36% | +15.55% | |
| CRM - SALESFORCE INC | Reduce 1% $(16.9K) | 1.44% | $2.1M | -37.72% | -10.01% | -4.23% | |
| NOW - SERVICENOW INC | Reduce 1% $(12.2K) | 1.43% | $2.1M | -40.44% | -3.06% | +24.48% | |
| VEEV - VEEVA SYS INC | Reduce 1% $(12.5K) | 1.39% | $2.1M | -21.92% | -8.41% | +13.19% | |
| CAH - CARDINAL HEALTH INC | Reduce 1% $(10.6K) | 1.22% | $1.8M | +115.28% | -5.79% | +34.00% | |
| WDAY - WORKDAY INC | Reduce 1% $(11.5K) | 1.20% | $1.8M | -56.18% | -14.52% | -8.19% | |
| FANG - DIAMONDBACK ENERGY INC | Reduce 1% $(26.3K) | 1.19% | $1.8M | -2.81% | -1.43% | -30.86% | |
| EG - EVEREST GROUP LTD | Reduce 1% $(9.9K) | 1.18% | $1.8M | -4.13% | +4.69% | -0.96% | |
| SNPS - SYNOPSYS INC | Reduce 1% $(21.7K) | 1.16% | $1.7M | -24.07% | +3.78% | -17.68% | |
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 1% $(11.7K) | 1.16% | $1.7M | +10.44% | +21.33% | +21.75% | |
| MDB - MONGODB INC | Reduce 1% $(8.6K) | 1.08% | $1.6M | -37.72% | -33.64% | -53.00% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(17.6K) | 1.07% | $1.6M | +13.60% | +10.29% | +19.76% | |
| MCD - MCDONALDS CORP | Reduce 1% $(8.7K) | 0.97% | $1.4M | +17.74% | -7.45% | +17.55% | |
| SNOW - SNOWFLAKE INC | Reduce 1% $(9.4K) | 0.96% | $1.4M | -13.57% | -17.90% | +3.70% | |
| CASY - CASEYS GEN STORES INC | Reduce 1% $(10.8K) | 0.94% | $1.4M | +145.06% | +19.88% | +43.86% | |
| IVV - ISHARES TR | 0.92% | $1.4M | +37.69% | +7.23% | +9.36% | ||
| AZPN - ASPEN TECHNOLOGY INC | Reduce 1% $(7.9K) | 0.87% | $1.3M | -5.15% | |||
| AJG - GALLAGHER ARTHUR J & CO | Reduce 1% $(8.3K) | 0.87% | $1.3M | -6.37% | +15.77% | +40.74% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.86% | $1.3M | +18.26% | +5.62% | +29.52% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($26.5K) | 0.83% | $1.2M | +19.18% | +6.31% | +30.59% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(16.0K) | 0.76% | $1.1M | +69.90% | +10.09% | +31.38% | |
| N/A - PENNYMAC CORP | Reduce 52% $(1.2M) | 0.72% | $1.1M | ||||
| AVGO - BROADCOM INC | Add 3% ($27.9K) | 0.63% | $933.0K | +186.54% | +20.12% | +50.68% | |
| WFC-PL - WELLS FARGO CO NEW | 0.61% | $902.0K | +48.55% | -1.35% | +17.58% | ||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.58% | $856.7K | +44.90% | +8.90% | +4.16% | |
| USXF - ISHARES TR | New Purchase | 0.58% | $854.1K | +39.22% | +7.30% | +8.39% | |
| KR - KROGER CO | New Purchase | 0.45% | $666.7K | +32.09% | -1.93% | +31.28% | |
| DIS - DISNEY WALT CO | New Purchase | 0.38% | $555.4K | -10.02% | -20.26% | -19.72% | |
| UTWO - RBB FD INC | Reduce 84% $(2.8M) | 0.37% | $551.8K | +9.12% | +1.91% | +5.76% | |
| CSCO - CISCO SYS INC | New Purchase | 0.33% | $494.9K | +82.39% | -1.66% | +20.67% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.33% | $492.3K | +72.80% | +6.35% | +7.94% | |
| UTEN - RBB FD INC | Reduce 96% $(10.9M) | 0.32% | $480.3K | +11.51% | +3.84% | +6.69% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.32% | $471.6K | -4.83% | +4.84% | +1.38% | |
| AMAT - APPLIED MATLS INC | New Purchase | 0.29% | $433.8K | +104.43% | +4.50% | -23.51% | |
| ANET - ARISTA NETWORKS INC | New Purchase | 0.28% | $410.0K | +127.50% | +26.90% | +17.28% | |
| INSW - INTERNATIONAL SEAWAYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GNK - GENCO SHIPPING & TRADING LTD | Reduce 100% | 0.00% | $0.00 | ||||
| STNG - SCORPIO TANKERS INC | Reduce 100% | 0.00% | $0.00 | ||||
| XBIL - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| CLMT - CALUMET SPECIALTY PRODS PART | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - WESTERN DIGITAL CORP. | Reduce 100% | 0.00% | $0.00 | ||||
| IAC - IAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESAB - ESAB CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| UTRE - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| FRO - FRONTLINE PLC | Reduce 100% | 0.00% | $0.00 | ||||
| KKR - KKR & CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| CDLR - CADELER A S | Reduce 100% | 0.00% | $0.00 | ||||