F/m Investments LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.6T
Holdings
413
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
MCDMCDONALDS CORP | $2.7B |
KRROKORRO BIO INC | $2.6B |
KEXKIRBY CORP | $2.6B |
LINLINDE PLC | $2.6B |
MAAMID-AMER APT CMNTYS INC | $2.6B |
MZTI--- | $2.6B |
QCOMQUALCOMM INC | $2.6B |
VBTXVERITEX HLDGS INC | $2.6B |
VVVVALVOLINE INC | $2.6B |
BBIOBRIDGEBIO PHARMA INC | $2.6B |
EOGEOG RES INC | $2.6B |
KWRQUAKER HOUGHTON | $2.5B |
HAEHAEMONETICS CORP MASS | $2.5B |
HTDCORCEPT THERAPEUTICS INC | $2.5B |
CMCSACOMCAST CORP NEW | $2.5B |
KALVKALVISTA PHARMACEUTICALS INC | $2.4B |
BRBRBELLRING BRANDS INC | $2.4B |
PRGSPROGRESS SOFTWARE CORP | $2.4B |
IRMIRON MTN INC DEL | $2.4B |
SNASNAP ON INC | $2.4B |
LEVILEVI STRAUSS & CO NEW | $2.3B |
WVEWAVE LIFE SCIENCES LTD | $2.3B |
IPINTERNATIONAL PAPER CO | $2.3B |
UTHUNITED THERAPEUTICS CORP DEL | $2.3B |
TMUST-MOBILE US INC | $2.3B |
VLOVALERO ENERGY CORP | $2.3B |
AZZAZZ INC | $2.2B |
CASYCASEYS GEN STORES INC | $2.2B |
TOWNTOWNEBANK PORTSMOUTH VA | $2.2B |
MIRMMIRUM PHARMACEUTICALS INC | $2.2B |
CLXCLOROX CO DEL | $2.2B |
NDQINVESCO QQQ TR | $2.1B |
FEFIRSTENERGY CORP | $2.1B |
STAGSTAG INDL INC | $2.1B |
UFPIUFP INDUSTRIES INC | $2.1B |
EEMISHARES TR | $2.1B |
ADTADT INC DEL | $2.1B |
TROWPRICE T ROWE GROUP INC | $2.1B |
ASTHASTRANA HEALTH INC | $2.1B |
ACLSAXCELIS TECHNOLOGIES INC | $2.1B |
8CWCROWN CASTLE INC | $2.1B |
VOOVANGUARD INDEX FDS | $2.1B |
OSPNONESPAN INC | $2.0B |
PTENPATTERSON-UTI ENERGY INC | $2.0B |
GSKGSK PLC | $2.0B |
BSJUINVESCO EXCH TRD SLF IDX FD | $2.0B |
IEMGISHARES INC | $2.0B |
SPSMSPDR SERIES TRUST | $1.9B |
COLLCOLLEGIUM PHARMACEUTICAL INC | $1.9B |
IVVISHARES TR | $1.9B |
DYHTARGET CORP | $1.9B |
RAREULTRAGENYX PHARMACEUTICAL IN | $1.9B |
MFCMANULIFE FINL CORP | $1.9B |
ATECALPHATEC HLDGS INC | $1.8B |
EVRGEVERGY INC | $1.8B |
GRBKGREEN BRICK PARTNERS INC | $1.8B |
MOALTRIA GROUP INC | $1.8B |
FDXFEDEX CORP | $1.8B |
BSXBOSTON SCIENTIFIC CORP | $1.8B |
SPHYSPDR SERIES TRUST | $1.8B |
KLACKLA CORP | $1.7B |
IONQIONQ INC | $1.7B |
AAOIAPPLIED OPTOELECTRONICS INC | $1.7B |
CVSCVS HEALTH CORP | $1.7B |
UFIVRBB FD INC | $1.6B |
PEPPEPSICO INC | $1.6B |
TDTTFLEXSHARES TR | $1.6B |
IM8NINSMED INC | $1.6B |
SBUXSTARBUCKS CORP | $1.6B |
SPSCSPS COMM INC | $1.6B |
YB4PSAVARA INC | $1.5B |
VNQVANGUARD INDEX FDS | $1.5B |
NRANRG ENERGY INC | $1.5B |
XLKSELECT SECTOR SPDR TR | $1.5B |
CMECME GROUP INC | $1.5B |
TMTOYOTA MOTOR CORP | $1.5B |
LAMRLAMAR ADVERTISING CO NEW | $1.5B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.4B |
AKROAKERO THERAPEUTICS INC | $1.4B |
KMBKIMBERLY-CLARK CORP | $1.4B |
ETENERGY TRANSFER L P | $1.3B |
OKEONEOK INC NEW | $1.3B |
IGIBISHARES TR | $1.3B |
NOBLPROSHARES TR | $1.3B |
IGSBISHARES TR | $1.2B |
WHRWHIRLPOOL CORP | $1.2B |
IBNDSPDR SERIES TRUST | $1.2B |
NLYANNALY CAPITAL MANAGEMENT IN | $1.1B |
PLYMPLYMOUTH INDL REIT INC | $1.1B |
IWDISHARES TR | $1.1B |
ACADACADIA PHARMACEUTICALS INC | $1.1B |
GSGOLDMAN SACHS GROUP INC | $1.1B |
BIVVANGUARD BD INDEX FDS | $1.0B |
PHPARKER-HANNIFIN CORP | $1.0B |
VXFVANGUARD INDEX FDS | $1.0B |
REXRREXFORD INDL RLTY INC | $972.7M |
OFIXORTHOFIX MED INC | $971.0M |
SYRESPYRE THERAPEUTICS INC | $920.0M |
IEIISHARES TR | $909.6M |
VGSHVANGUARD SCOTTSDALE FDS | $899.8M |