F/m Investments LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.5B

Holdings

391

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (391 positions)

StockValue
ECLECOLAB INC
$5.1M
TXNTEXAS INSTRS INC
$5.1M
NPOENPRO INC
$5.1M
DTDYNATRACE INC
$5.0M
BDCBELDEN INC
$5.0M
SAIASAIA INC
$5.0M
SITMSITIME CORP
$5.0M
WF2WINTRUST FINL CORP
$4.9M
HURNHURON CONSULTING GROUP INC
$4.8M
SPOTSPOTIFY TECHNOLOGY S A
$4.8M
CRMSALESFORCE INC
$4.8M
KNFKNIFE RIVER CORP
$4.8M
ESEESCO TECHNOLOGIES INC
$4.8M
BOOTBOOT BARN HLDGS INC
$4.7M
FSSFEDERAL SIGNAL CORP
$4.7M
STRLSTERLING INFRASTRUCTURE INC
$4.7M
SLBSCHLUMBERGER LTD
$4.6M
CASHPATHWARD FINANCIAL INC
$4.6M
PBVPRESTIGE CONSMR HEALTHCARE I
$4.6M
EPDENTERPRISE PRODS PARTNERS L
$4.6M
IAU*ISHARES GOLD TR
$4.5M
CWSTCASELLA WASTE SYS INC
$4.5M
WSBCWESBANCO INC
$4.4M
TJXTJX COS INC NEW
$4.4M
MLMMARTIN MARIETTA MATLS INC
$4.4M
GTLSCHART INDS INC
$4.4M
LRCXLAM RESEARCH CORP
$4.3M
BACBANK AMERICA CORP
$4.3M
BRBRBELLRING BRANDS INC
$4.3M
IDAIDACORP INC
$4.3M
AGGISHARES TR
$4.3M
NMIHNMI HLDGS INC
$4.3M
IEIINSIGHT ENTERPRISES INC
$4.2M
VBTXVERITEX HLDGS INC
$4.2M
MTSIMACOM TECH SOLUTIONS HLDGS I
$4.2M
KEXKIRBY CORP
$4.2M
REGNREGENERON PHARMACEUTICALS
$4.2M
MTDRMATADOR RES CO
$4.2M
TSAACI WORLDWIDE INC
$4.2M
MGYMAGNOLIA OIL & GAS CORP
$4.2M
KAIKADANT INC
$4.1M
INTAINTAPP INC
$4.1M
FQIDIGITAL RLTY TR INC
$4.1M
OSWONESPAWORLD HOLDINGS LIMITED
$4.0M
HUBSHUBSPOT INC
$4.0M
MODMODINE MFG CO
$3.9M
EFSCENTERPRISE FINL SVCS CORP
$3.9M
ENVAENOVA INTL INC
$3.9M
LMATLEMAITRE VASCULAR INC
$3.9M
BSFAANI PHARMACEUTICALS INC
$3.8M
KRGKITE RLTY GROUP TR
$3.8M
SBG1SEACOAST BKG CORP FLA
$3.7M
PJTPJT PARTNERS INC
$3.7M
SLNOSOLENO THERAPEUTICS INC
$3.6M
AMDADVANCED MICRO DEVICES INC
$3.6M
ICUIICU MED INC
$3.6M
BBIOBRIDGEBIO PHARMA INC
$3.6M
MPCMARATHON PETE CORP
$3.5M
FCXFREEPORT-MCMORAN INC
$3.5M
TMDXTRANSMEDICS GROUP INC
$3.5M
AVNTAVIENT CORPORATION
$3.4M
GOOGALPHABET INC
$3.4M
NUENUCOR CORP
$3.4M
HAEHAEMONETICS CORP MASS
$3.3M
PATKPATRICK INDS INC
$3.3M
IPARINTERPARFUMS INC
$3.2M
LMBLIMBACH HLDGS INC
$3.2M
PTENPATTERSON-UTI ENERGY INC
$3.2M
TOLTOLL BROTHERS INC
$3.2M
BFCBANK FIRST CORP
$3.1M
IBPINSTALLED BLDG PRODS INC
$3.1M
IFFINTERNATIONAL FLAVORS&FRAGRA
$3.1M
WFCWELLS FARGO CO NEW
$3.1M
VIOOVANGUARD ADMIRAL FDS INC
$3.0M
FSLRFIRST SOLAR INC
$3.0M
AQLTISHARES TR
$3.0M
2L9BLUEPRINT MEDICINES CORP
$2.9M
MCDMCDONALDS CORP
$2.9M
EOGEOG RES INC
$2.9M
FELEFRANKLIN ELEC INC
$2.9M
RDNTRADNET INC
$2.9M
MZTILANCASTER COLONY CORP
$2.8M
LPLALPL FINL HLDGS INC
$2.8M
VNTVONTIER CORPORATION
$2.8M
FNFABRINET
$2.8M
PRGSPROGRESS SOFTWARE CORP
$2.8M
PFEPFIZER INC
$2.8M
CMCSACOMCAST CORP NEW
$2.8M
FANGDIAMONDBACK ENERGY INC
$2.7M
IESCIES HLDGS INC
$2.7M
TVTXTRAVERE THERAPEUTICS INC
$2.6M
OIIOCEANEERING INTL INC
$2.6M
ETRENTERGY CORP NEW
$2.6M
SYYSYSCO CORP
$2.6M
MRKMERCK & CO INC
$2.6M
EQTEQT CORP
$2.6M
EVTCEVERTEC INC
$2.6M
SIMOSILICON MOTION TECHNOLOGY CO
$2.6M
IPINTERNATIONAL PAPER CO
$2.5M
FASTFASTENAL CO
$2.5M
PreviousPage 2 of 4Next