F/m Investments LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$2.6B
Holdings
430
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (430 positions)
| Stock | Value |
|---|---|
ICUIICU MED INC | $6.6M |
TVTXTRAVERE THERAPEUTICS INC | $6.4M |
HURNHURON CONSULTING GROUP INC | $6.4M |
IESCIES HLDGS INC | $6.1M |
FSSFEDERAL SIGNAL CORP | $6.0M |
ACADACADIA PHARMACEUTICALS INC | $6.0M |
GHGUARDANT HEALTH INC | $6.0M |
XOMEXXON MOBIL CORP | $6.0M |
IDIINTERDIGITAL INC | $5.9M |
CMGCHIPOTLE MEXICAN GRILL INC | $5.8M |
VCTRVICTORY CAP HLDGS INC | $5.7M |
BDCBELDEN INC | $5.7M |
CRMSALESFORCE INC | $5.7M |
AMGNAMGEN INC | $5.7M |
DISDISNEY WALT CO | $5.6M |
MPCMARATHON PETE CORP | $5.5M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $5.5M |
DRIDARDEN RESTAURANTS INC | $5.5M |
BSFAANI PHARMACEUTICALS INC | $5.4M |
SBG1SEACOAST BKG CORP FLA | $5.3M |
TJXTJX COS INC NEW | $5.3M |
KNFKNIFE RIVER CORP | $5.2M |
CWSTCASELLA WASTE SYS INC | $5.2M |
PJTPJT PARTNERS INC | $5.2M |
FNFABRINET | $5.1M |
IDAIDACORP INC | $5.1M |
FW2NBANNER CORP | $5.0M |
ITGRINTEGER HLDGS CORP | $5.0M |
SPOTSPOTIFY TECHNOLOGY S A | $5.0M |
ECLECOLAB INC | $5.0M |
DKSDICKS SPORTING GOODS INC | $5.0M |
PATKPATRICK INDS INC | $4.9M |
UNPUNION PAC CORP | $4.9M |
MMSIMERIT MED SYS INC | $4.9M |
ESEVERSOURCE ENERGY | $4.9M |
IAU*ISHARES GOLD TR | $4.8M |
FSLRFIRST SOLAR INC | $4.8M |
HCAHCA HEALTHCARE INC | $4.8M |
OSWONESPAWORLD HOLDINGS LIMITED | $4.8M |
BACBANK AMERICA CORP | $4.7M |
ZMUNRBB FD INC | $4.7M |
BOOTBOOT BARN HLDGS INC | $4.7M |
NMIHNMI HLDGS INC | $4.7M |
EFSCENTERPRISE FINL SVCS CORP | $4.7M |
LMTLOCKHEED MARTIN CORP | $4.6M |
NUENUCOR CORP | $4.6M |
WSBCWESBANCO INC | $4.6M |
BLKBLACKROCK INC | $4.6M |
SIMOSILICON MOTION TECHNOLOGY CO | $4.5M |
TXNTEXAS INSTRS INC | $4.5M |
PKGPACKAGING CORP AMER | $4.5M |
MGYMAGNOLIA OIL & GAS CORP | $4.5M |
IBPINSTALLED BLDG PRODS INC | $4.5M |
VIOOVANGUARD ADMIRAL FDS INC | $4.4M |
BSXBOSTON SCIENTIFIC CORP | $4.4M |
MTRNMATERION CORP | $4.4M |
EPACENERPAC TOOL GROUP CORP | $4.4M |
EPDENTERPRISE PRODS PARTNERS L | $4.3M |
MTDRMATADOR RES CO | $4.3M |
VRTXVERTEX PHARMACEUTICALS INC | $4.3M |
MIRMMIRUM PHARMACEUTICALS INC | $4.2M |
VMCVULCAN MATLS CO | $4.2M |
METMETLIFE INC | $4.2M |
SLBSCHLUMBERGER LTD | $4.1M |
YB4PSAVARA INC | $4.1M |
TOLTOLL BROTHERS INC | $4.0M |
VRTVERTIV HOLDINGS CO | $4.0M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $4.0M |
BBIOBRIDGEBIO PHARMA INC | $3.9M |
DAVEDAVE INC | $3.9M |
CBOECBOE GLOBAL MKTS INC | $3.8M |
KALVKALVISTA PHARMACEUTICALS INC | $3.8M |
MRKMERCK & CO INC | $3.8M |
GOOGALPHABET INC | $3.7M |
KRGKITE RLTY GROUP TR | $3.7M |
UTHUNITED THERAPEUTICS CORP DEL | $3.7M |
TSAACI WORLDWIDE INC | $3.6M |
EVREVERCORE INC | $3.5M |
NEENEXTERA ENERGY INC | $3.4M |
SYRESPYRE THERAPEUTICS INC | $3.4M |
WFCWELLS FARGO CO NEW | $3.4M |
MDGLMADRIGAL PHARMACEUTICALS INC | $3.3M |
AAOIAPPLIED OPTOELECTRONICS INC | $3.3M |
AZZAZZ INC | $3.3M |
AQLTISHARES TR | $3.2M |
ACLSAXCELIS TECHNOLOGIES INC | $3.2M |
TARSTARSUS PHARMACEUTICALS INC | $3.2M |
SYKSTRYKER CORPORATION | $3.2M |
ALABASTERA LABS INC | $3.1M |
LMBLIMBACH HLDGS INC | $3.1M |
INTAINTAPP INC | $3.1M |
VNTVONTIER CORPORATION | $3.1M |
APPAPPLOVIN CORP | $3.1M |
LPLALPL FINL HLDGS INC | $3.0M |
TRVITREVI THERAPEUTICS INC | $3.0M |
ALLYALLY FINL INC | $3.0M |
HMNHORACE MANN EDUCATORS CORP N | $3.0M |
TOWNTOWNEBANK PORTSMOUTH VA | $2.9M |
LMATLEMAITRE VASCULAR INC | $2.9M |
ATRCATRICURE INC | $2.9M |