F/m Investments LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.7T
Holdings
399
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (399 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPOTSPOTIFY TECHNOLOGY S A | 12,669 | $5.7B | 0.21% | |
| 102 | LGNDLIGAND PHARMACEUTICALS INC | 52,883 | $5.7B | 0.21% | |
| 103 | AXPAMERICAN EXPRESS CO | 19,045 | $5.7B | 0.21% | |
| 104 | JCIJOHNSON CTLS INTL PLC | 71,394 | $5.6B | 0.21% | |
| 105 | BDCBELDEN INC | 49,642 | $5.6B | 0.21% | |
| 106 | ADPAUTOMATIC DATA PROCESSING IN | 18,907 | $5.5B | 0.20% | |
| 107 | PLMRPALOMAR HLDGS INC | 52,233 | $5.5B | 0.20% | |
| 108 | NPOENPRO INC | 31,955 | $5.5B | 0.20% | |
| 109 | KNFKNIFE RIVER CORP | 53,761 | $5.5B | 0.20% | |
| 110 | WF2WINTRUST FINL CORP | 43,647 | $5.4B | 0.20% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 129,952 | $5.2B | 0.19% | |
| 112 | APDAIR PRODS & CHEMS INC | 17,896 | $5.2B | 0.19% | |
| 113 | MLMMARTIN MARIETTA MATLS INC | 9,681 | $5.0B | 0.18% | |
| 114 | REGNREGENERON PHARMACEUTICALS | 7,003 | $5.0B | 0.18% | |
| 115 | FIXCOMFORT SYS USA INC | 11,756 | $5.0B | 0.18% | |
| 116 | TXNTEXAS INSTRS INC | 26,236 | $4.9B | 0.18% | |
| 117 | FNFABRINET | 22,101 | $4.9B | 0.18% | |
| 118 | EVREVERCORE INC | 17,525 | $4.9B | 0.18% | |
| 119 | ECLECOLAB INC | 20,375 | $4.8B | 0.18% | |
| 120 | BACBANK AMERICA CORP | 108,153 | $4.8B | 0.18% | |
| 121 | CASHPATHWARD FINANCIAL INC | 62,846 | $4.6B | 0.17% | |
| 122 | INTAINTAPP INC | 71,929 | $4.6B | 0.17% | |
| 123 | VBTXVERITEX HLDGS INC | 169,364 | $4.6B | 0.17% | |
| 124 | EGPEASTGROUP PPTYS INC | 28,575 | $4.6B | 0.17% | |
| 125 | AMGNAMGEN INC | 17,411 | $4.5B | 0.17% | |
| 126 | BRBRBELLRING BRANDS INC | 58,959 | $4.4B | 0.16% | |
| 127 | KEXKIRBY CORP | 41,735 | $4.4B | 0.16% | |
| 128 | TJXTJX COS INC NEW | 36,066 | $4.4B | 0.16% | |
| 129 | NMIHNMI HLDGS INC | 118,160 | $4.3B | 0.16% | |
| 130 | SLBSCHLUMBERGER LTD | 113,223 | $4.3B | 0.16% | |
| 131 | CWSTCASELLA WASTE SYS INC | 40,703 | $4.3B | 0.16% | |
| 132 | IEIINSIGHT ENTERPRISES INC | 28,243 | $4.3B | 0.16% | |
| 133 | EPDENTERPRISE PRODS PARTNERS L | 136,922 | $4.3B | 0.16% | |
| 134 | KRGKITE RLTY GROUP TR | 167,655 | $4.2B | 0.16% | |
| 135 | GOOGALPHABET INC | 22,184 | $4.2B | 0.16% | |
| 136 | KAIKADANT INC | 12,243 | $4.2B | 0.16% | |
| 137 | AGGISHARES TR | 43,261 | $4.2B | 0.15% | |
| 138 | HURNHURON CONSULTING GROUP INC | 33,588 | $4.2B | 0.15% | |
| 139 | IESCIES HLDGS INC | 20,689 | $4.2B | 0.15% | |
| 140 | PBVPRESTIGE CONSMR HEALTHCARE I | 52,918 | $4.1B | 0.15% | |
| 141 | ICUIICU MED INC | 26,624 | $4.1B | 0.15% | |
| 142 | EFSCENTERPRISE FINL SVCS CORP | 72,976 | $4.1B | 0.15% | |
| 143 | HAEHAEMONETICS CORP MASS | 52,339 | $4.1B | 0.15% | |
| 144 | FW2NBANNER CORP | 60,246 | $4.0B | 0.15% | |
| 145 | SBG1SEACOAST BKG CORP FLA | 144,211 | $4.0B | 0.15% | |
| 146 | ESEESCO TECHNOLOGIES INC | 29,769 | $4.0B | 0.15% | |
| 147 | MPCMARATHON PETE CORP | 27,278 | $3.8B | 0.14% | |
| 148 | RDNTRADNET INC | 54,342 | $3.8B | 0.14% | |
| 149 | WSBCWESBANCO INC | 116,037 | $3.8B | 0.14% | |
| 150 | IAU*ISHARES GOLD TR | 76,026 | $3.8B | 0.14% | |
| 151 | IPARINTER PARFUMS INC | 28,561 | $3.8B | 0.14% | |
| 152 | AVNTAVIENT CORPORATION | 91,538 | $3.7B | 0.14% | |
| 153 | MTDRMATADOR RES CO | 65,450 | $3.7B | 0.14% | |
| 154 | FCXFREEPORT-MCMORAN INC | 96,385 | $3.7B | 0.14% | |
| 155 | MGYMAGNOLIA OIL & GAS CORP | 155,069 | $3.6B | 0.13% | |
| 156 | LMATLEMAITRE VASCULAR INC | 38,626 | $3.6B | 0.13% | |
| 157 | PJTPJT PARTNERS INC | 22,226 | $3.5B | 0.13% | |
| 158 | PRGSPROGRESS SOFTWARE CORP | 53,643 | $3.5B | 0.13% | |
| 159 | VIOOVANGUARD ADMIRAL FDS INC | 31,503 | $3.3B | 0.12% | |
| 160 | NUENUCOR CORP | 28,573 | $3.3B | 0.12% | |
| 161 | MTRNMATERION CORP | 33,364 | $3.3B | 0.12% | |
| 162 | IBPINSTALLED BLDG PRODS INC | 18,575 | $3.3B | 0.12% | |
| 163 | PATKPATRICK INDS INC | 38,712 | $3.2B | 0.12% | |
| 164 | TMDXTRANSMEDICS GROUP INC | 50,888 | $3.2B | 0.12% | |
| 165 | GSGOLDMAN SACHS GROUP INC | 5,526 | $3.2B | 0.12% | |
| 166 | WFCWELLS FARGO CO NEW | 44,527 | $3.1B | 0.12% | |
| 167 | PTENPATTERSON-UTI ENERGY INC | 378,038 | $3.1B | 0.12% | |
| 168 | OIIOCEANEERING INTL INC | 119,385 | $3.1B | 0.11% | |
| 169 | BSFAANI PHARMACEUTICALS INC | 56,313 | $3.1B | 0.11% | |
| 170 | VNTVONTIER CORPORATION | 84,988 | $3.1B | 0.11% | |
| 171 | ITCIEURINTRA-CELLULAR THERAPIES INC | 36,920 | $3.1B | 0.11% | |
| 172 | BFCBANK FIRST CORP | 31,000 | $3.1B | 0.11% | |
| 173 | ALABASTERA LABS INC | 22,652 | $3.0B | 0.11% | |
| 174 | FELEFRANKLIN ELEC INC | 30,741 | $3.0B | 0.11% | |
| 175 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 44,015 | $3.0B | 0.11% | |
| 176 | IM8NINSMED INC | 42,793 | $3.0B | 0.11% | |
| 177 | SPSCSPS COMM INC | 15,809 | $2.9B | 0.11% | |
| 178 | EOGEOG RES INC | 23,641 | $2.9B | 0.11% | |
| 179 | IDAIDACORP INC | 26,256 | $2.9B | 0.11% | |
| 180 | DYHTARGET CORP | 21,146 | $2.9B | 0.11% | |
| 181 | SIMOSILICON MOTION TECHNOLOGY CO | 52,406 | $2.8B | 0.10% | |
| 182 | MRKMERCK & CO INC | 28,201 | $2.8B | 0.10% | |
| 183 | WVEWAVE LIFE SCIENCES LTD | 226,034 | $2.8B | 0.10% | |
| 184 | MZTILANCASTER COLONY CORP | 16,127 | $2.8B | 0.10% | |
| 185 | LMBLIMBACH HLDGS INC | 32,180 | $2.8B | 0.10% | |
| 186 | OSWONESPAWORLD HOLDINGS LIMITED | 138,152 | $2.7B | 0.10% | |
| 187 | 2L9BLUEPRINT MEDICINES CORP | 31,313 | $2.7B | 0.10% | |
| 188 | LPLALPL FINL HLDGS INC | 8,268 | $2.7B | 0.10% | |
| 189 | SYYSYSCO CORP | 35,154 | $2.7B | 0.10% | |
| 190 | LIVNLIVANOVA PLC | 58,031 | $2.7B | 0.10% | |
| 191 | TSAACI WORLDWIDE INC | 51,760 | $2.7B | 0.10% | |
| 192 | AQLTISHARES TR | 38,146 | $2.7B | 0.10% | |
| 193 | CMCSACOMCAST CORP NEW | 71,117 | $2.7B | 0.10% | |
| 194 | BBIOBRIDGEBIO PHARMA INC | 97,198 | $2.7B | 0.10% | |
| 195 | ENVAENOVA INTL INC | 27,768 | $2.7B | 0.10% | |
| 196 | GIIIG III APPAREL GROUP LTD | 80,314 | $2.6B | 0.10% | |
| 197 | VVVVALVOLINE INC | 71,689 | $2.6B | 0.10% | |
| 198 | EMNEASTMAN CHEM CO | 27,903 | $2.5B | 0.09% | |
| 199 | UFPIUFP INDUSTRIES INC | 22,257 | $2.5B | 0.09% | |
| 200 | PFEPFIZER INC | 94,051 | $2.5B | 0.09% |