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)

StockValue
BKNGBOOKING HOLDINGS INC
$2.5B
TOLTOLL BROTHERS INC
$2.5B
IRMIRON MTN INC DEL
$2.5B
EVTCEVERTEC INC
$2.5B
CLXCLOROX CO DEL
$2.4B
ALLYALLY FINL INC
$2.4B
ETRENTERGY CORP NEW
$2.4B
RDDTREDDIT INC
$2.4B
NSSCNAPCO SEC TECHNOLOGIES INC
$2.3B
ASTHASTRANA HEALTH INC
$2.3B
ATKRATKORE INC
$2.3B
SNASNAP ON INC
$2.3B
FASTFASTENAL CO
$2.3B
MMM3M CO
$2.3B
MCDMCDONALDS CORP
$2.3B
TROWPRICE T ROWE GROUP INC
$2.3B
FANGDIAMONDBACK ENERGY INC
$2.2B
MYRGMYR GROUP INC DEL
$2.2B
FDXFEDEX CORP
$2.2B
SMSM ENERGY CO
$2.2B
SLNOSOLENO THERAPEUTICS INC
$2.1B
BURLBURLINGTON STORES INC
$2.1B
DRIDARDEN RESTAURANTS INC
$2.1B
COLLCOLLEGIUM PHARMACEUTICAL INC
$2.1B
NEONEOGENOMICS INC
$2.1B
CYBRCYBERARK SOFTWARE LTD
$2.1B
SRPTSAREPTA THERAPEUTICS INC
$2.1B
PSXPHILLIPS 66
$2.0B
BAXBAXTER INTL INC
$2.0B
STAGSTAG INDL INC
$2.0B
PLTRPALANTIR TECHNOLOGIES INC
$2.0B
SPSMSPDR SER TR
$2.0B
TVTXTRAVERE THERAPEUTICS INC
$1.9B
CIENCIENA CORP
$1.9B
FEFIRSTENERGY CORP
$1.8B
MCXMCCORMICK & CO INC
$1.8B
OKEONEOK INC NEW
$1.8B
WHRWHIRLPOOL CORP
$1.8B
RAREULTRAGENYX PHARMACEUTICAL IN
$1.8B
KWRQUAKER HOUGHTON
$1.8B
QCOMQUALCOMM INC
$1.7B
NRANRG ENERGY INC
$1.7B
HRBBLOCK H & R INC
$1.7B
ADIANALOG DEVICES INC
$1.7B
PLYMPLYMOUTH INDL REIT INC
$1.7B
IPGINTERPUBLIC GROUP COS INC
$1.6B
CMACOMERICA INC
$1.6B
EEMISHARES TR
$1.6B
BBWIBATH & BODY WORKS INC
$1.6B
FSLRFIRST SOLAR INC
$1.6B
ZBRAZEBRA TECHNOLOGIES CORPORATI
$1.6B
GSKGSK PLC
$1.5B
DKSDICKS SPORTING GOODS INC
$1.5B
ZZILLOW GROUP INC
$1.5B
ETENERGY TRANSFER L P
$1.5B
SBUXSTARBUCKS CORP
$1.5B
VKTXVIKING THERAPEUTICS INC
$1.5B
OREALTY INCOME CORP
$1.5B
IEMGISHARES INC
$1.5B
VNQVANGUARD INDEX FDS
$1.5B
KMBKIMBERLY-CLARK CORP
$1.5B
MOALTRIA GROUP INC
$1.4B
AZNASTRAZENECA PLC
$1.4B
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.4B
IGSBISHARES TR
$1.4B
EVRGEVERGY INC
$1.4B
DOWDOW INC
$1.4B
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.4B
TKRTIMKEN CO
$1.3B
CVSCVS HEALTH CORP
$1.3B
AKROAKERO THERAPEUTICS INC
$1.3B
FFORD MTR CO
$1.2B
8CWCROWN CASTLE INC
$1.2B
TILTFLEXSHARES TR
$1.2B
ACADACADIA PHARMACEUTICALS INC
$1.2B
QDFFLEXSHARES TR
$1.2B
SYRESPYRE THERAPEUTICS INC
$1.1B
ATECALPHATEC HLDGS INC
$1.1B
ENRENERGIZER HLDGS INC NEW
$1.1B
IVVISHARES TR
$1.1B
IGIBISHARES TR
$1.1B
EPCEDGEWELL PERS CARE CO
$1.1B
NOBLPROSHARES TR
$1.1B
NLYANNALY CAPITAL MANAGEMENT IN
$1.0B
XLKSELECT SECTOR SPDR TR
$1.0B
IBNDSPDR SER TR
$1.0B
BHVNBIOHAVEN LTD
$983.7M
VGSHVANGUARD SCOTTSDALE FDS
$982.9M
NVCRNOVOCURE LTD
$956.6M
PHPARKER-HANNIFIN CORP
$950.2M
IWOISHARES TR
$936.6M
TRGPTARGA RES CORP
$923.4M
VXFVANGUARD INDEX FDS
$915.3M
EMREMERSON ELEC CO
$906.7M
USXFISHARES TR
$903.3M
USHYISHARES TR
$884.3M
IWDISHARES TR
$882.1M
IEIISHARES TR
$881.1M
KLACKLA CORP
$878.4M
REXRREXFORD INDL RLTY INC
$861.5M
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