F/m Investments LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.5T
Holdings
391
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (391 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ECLECOLAB INC | 20,312 | $5.1B | 0.21% | |
| 102 | TXNTEXAS INSTRS INC | 28,615 | $5.1B | 0.20% | |
| 103 | NPOENPRO INC | 31,274 | $5.1B | 0.20% | |
| 104 | DTDYNATRACE INC | 106,971 | $5.0B | 0.20% | |
| 105 | BDCBELDEN INC | 50,271 | $5.0B | 0.20% | |
| 106 | SAIASAIA INC | 14,323 | $5.0B | 0.20% | |
| 107 | SITMSITIME CORP | 32,428 | $5.0B | 0.20% | |
| 108 | WF2WINTRUST FINL CORP | 43,852 | $4.9B | 0.20% | |
| 109 | HURNHURON CONSULTING GROUP INC | 33,715 | $4.8B | 0.19% | |
| 110 | SPOTSPOTIFY TECHNOLOGY S A | 8,710 | $4.8B | 0.19% | |
| 111 | CRMSALESFORCE INC | 17,805 | $4.8B | 0.19% | |
| 112 | KNFKNIFE RIVER CORP | 52,882 | $4.8B | 0.19% | |
| 113 | ESEESCO TECHNOLOGIES INC | 29,888 | $4.8B | 0.19% | |
| 114 | BOOTBOOT BARN HLDGS INC | 44,212 | $4.7B | 0.19% | |
| 115 | FSSFEDERAL SIGNAL CORP | 64,415 | $4.7B | 0.19% | |
| 116 | STRLSTERLING INFRASTRUCTURE INC | 41,587 | $4.7B | 0.19% | |
| 117 | SLBSCHLUMBERGER LTD | 110,921 | $4.6B | 0.18% | |
| 118 | CASHPATHWARD FINANCIAL INC | 63,099 | $4.6B | 0.18% | |
| 119 | PBVPRESTIGE CONSMR HEALTHCARE I | 53,110 | $4.6B | 0.18% | |
| 120 | EPDENTERPRISE PRODS PARTNERS L | 133,664 | $4.6B | 0.18% | |
| 121 | IAU*ISHARES GOLD TR | 76,026 | $4.5B | 0.18% | |
| 122 | CWSTCASELLA WASTE SYS INC | 40,020 | $4.5B | 0.18% | |
| 123 | WSBCWESBANCO INC | 142,149 | $4.4B | 0.18% | |
| 124 | TJXTJX COS INC NEW | 35,982 | $4.4B | 0.17% | |
| 125 | MLMMARTIN MARIETTA MATLS INC | 9,136 | $4.4B | 0.17% | |
| 126 | GTLSCHART INDS INC | 30,155 | $4.4B | 0.17% | |
| 127 | LRCXLAM RESEARCH CORP | 59,809 | $4.3B | 0.17% | |
| 128 | BACBANK AMERICA CORP | 103,842 | $4.3B | 0.17% | |
| 129 | BRBRBELLRING BRANDS INC | 58,164 | $4.3B | 0.17% | |
| 130 | IDAIDACORP INC | 37,210 | $4.3B | 0.17% | |
| 131 | AGGISHARES TR | 43,322 | $4.3B | 0.17% | |
| 132 | NMIHNMI HLDGS INC | 118,606 | $4.3B | 0.17% | |
| 133 | IEIINSIGHT ENTERPRISES INC | 28,326 | $4.2B | 0.17% | |
| 134 | VBTXVERITEX HLDGS INC | 170,033 | $4.2B | 0.17% | |
| 135 | MTSIMACOM TECH SOLUTIONS HLDGS I | 42,183 | $4.2B | 0.17% | |
| 136 | KEXKIRBY CORP | 41,868 | $4.2B | 0.17% | |
| 137 | REGNREGENERON PHARMACEUTICALS | 6,599 | $4.2B | 0.17% | |
| 138 | MTDRMATADOR RES CO | 81,759 | $4.2B | 0.17% | |
| 139 | TSAACI WORLDWIDE INC | 76,015 | $4.2B | 0.17% | |
| 140 | MGYMAGNOLIA OIL & GAS CORP | 164,412 | $4.2B | 0.17% | |
| 141 | KAIKADANT INC | 12,286 | $4.1B | 0.16% | |
| 142 | INTAINTAPP INC | 70,549 | $4.1B | 0.16% | |
| 143 | FQIDIGITAL RLTY TR INC | 28,585 | $4.1B | 0.16% | |
| 144 | OSWONESPAWORLD HOLDINGS LIMITED | 239,270 | $4.0B | 0.16% | |
| 145 | HUBSHUBSPOT INC | 6,954 | $4.0B | 0.16% | |
| 146 | MODMODINE MFG CO | 51,462 | $3.9B | 0.16% | |
| 147 | EFSCENTERPRISE FINL SVCS CORP | 73,252 | $3.9B | 0.16% | |
| 148 | ENVAENOVA INTL INC | 40,165 | $3.9B | 0.15% | |
| 149 | LMATLEMAITRE VASCULAR INC | 45,900 | $3.9B | 0.15% | |
| 150 | BSFAANI PHARMACEUTICALS INC | 57,074 | $3.8B | 0.15% | |
| 151 | KRGKITE RLTY GROUP TR | 168,129 | $3.8B | 0.15% | |
| 152 | SBG1SEACOAST BKG CORP FLA | 145,531 | $3.7B | 0.15% | |
| 153 | PJTPJT PARTNERS INC | 26,771 | $3.7B | 0.15% | |
| 154 | SLNOSOLENO THERAPEUTICS INC | 50,767 | $3.6B | 0.14% | |
| 155 | AMDADVANCED MICRO DEVICES INC | 34,887 | $3.6B | 0.14% | |
| 156 | ICUIICU MED INC | 25,809 | $3.6B | 0.14% | |
| 157 | BBIOBRIDGEBIO PHARMA INC | 103,318 | $3.6B | 0.14% | |
| 158 | MPCMARATHON PETE CORP | 24,319 | $3.5B | 0.14% | |
| 159 | FCXFREEPORT-MCMORAN INC | 92,456 | $3.5B | 0.14% | |
| 160 | TMDXTRANSMEDICS GROUP INC | 51,867 | $3.5B | 0.14% | |
| 161 | AVNTAVIENT CORPORATION | 92,615 | $3.4B | 0.14% | |
| 162 | GOOGALPHABET INC | 21,889 | $3.4B | 0.14% | |
| 163 | NUENUCOR CORP | 28,249 | $3.4B | 0.14% | |
| 164 | HAEHAEMONETICS CORP MASS | 51,754 | $3.3B | 0.13% | |
| 165 | PATKPATRICK INDS INC | 38,580 | $3.3B | 0.13% | |
| 166 | IPARINTERPARFUMS INC | 28,142 | $3.2B | 0.13% | |
| 167 | LMBLIMBACH HLDGS INC | 42,901 | $3.2B | 0.13% | |
| 168 | PTENPATTERSON-UTI ENERGY INC | 388,169 | $3.2B | 0.13% | |
| 169 | TOLTOLL BROTHERS INC | 29,984 | $3.2B | 0.13% | |
| 170 | BFCBANK FIRST CORP | 31,000 | $3.1B | 0.12% | |
| 171 | IBPINSTALLED BLDG PRODS INC | 18,209 | $3.1B | 0.12% | |
| 172 | IFFINTERNATIONAL FLAVORS&FRAGRA | 39,749 | $3.1B | 0.12% | |
| 173 | WFCWELLS FARGO CO NEW | 42,695 | $3.1B | 0.12% | |
| 174 | VIOOVANGUARD ADMIRAL FDS INC | 31,503 | $3.0B | 0.12% | |
| 175 | FSLRFIRST SOLAR INC | 23,499 | $3.0B | 0.12% | |
| 176 | AQLTISHARES TR | 39,051 | $3.0B | 0.12% | |
| 177 | 2L9BLUEPRINT MEDICINES CORP | 33,276 | $2.9B | 0.12% | |
| 178 | MCDMCDONALDS CORP | 9,328 | $2.9B | 0.12% | |
| 179 | EOGEOG RES INC | 22,592 | $2.9B | 0.12% | |
| 180 | FELEFRANKLIN ELEC INC | 30,857 | $2.9B | 0.12% | |
| 181 | RDNTRADNET INC | 57,797 | $2.9B | 0.11% | |
| 182 | MZTILANCASTER COLONY CORP | 16,179 | $2.8B | 0.11% | |
| 183 | LPLALPL FINL HLDGS INC | 8,578 | $2.8B | 0.11% | |
| 184 | VNTVONTIER CORPORATION | 85,298 | $2.8B | 0.11% | |
| 185 | FNFABRINET | 14,122 | $2.8B | 0.11% | |
| 186 | PRGSPROGRESS SOFTWARE CORP | 54,137 | $2.8B | 0.11% | |
| 187 | PFEPFIZER INC | 110,017 | $2.8B | 0.11% | |
| 188 | CMCSACOMCAST CORP NEW | 75,122 | $2.8B | 0.11% | |
| 189 | FANGDIAMONDBACK ENERGY INC | 17,127 | $2.7B | 0.11% | |
| 190 | IESCIES HLDGS INC | 16,184 | $2.7B | 0.11% | |
| 191 | TVTXTRAVERE THERAPEUTICS INC | 147,465 | $2.6B | 0.11% | |
| 192 | OIIOCEANEERING INTL INC | 120,282 | $2.6B | 0.10% | |
| 193 | ETRENTERGY CORP NEW | 30,599 | $2.6B | 0.10% | |
| 194 | SYYSYSCO CORP | 34,759 | $2.6B | 0.10% | |
| 195 | MRKMERCK & CO INC | 28,767 | $2.6B | 0.10% | |
| 196 | EQTEQT CORP | 48,305 | $2.6B | 0.10% | |
| 197 | EVTCEVERTEC INC | 70,171 | $2.6B | 0.10% | |
| 198 | SIMOSILICON MOTION TECHNOLOGY CO | 50,671 | $2.6B | 0.10% | |
| 199 | IPINTERNATIONAL PAPER CO | 47,781 | $2.5B | 0.10% | |
| 200 | FASTFASTENAL CO | 32,807 | $2.5B | 0.10% |