F/M INVESTMENTS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SVRA | 651K | $3.55M |
 | NVDA | 283K | $49.31M |
 | CMG | 256K | $8.20M |
 | TRVI | 232K | $2.76M |
 | KALV | 227K | $4.57M |
 | COGT | 226K | $8.70M |
 | AAPL | 225K | $57.11M |
 | GOOGL | 221K | $63.63M |
 | XERS | 208K | $1.20M |
 | AMZN | 205K | $42.75M |
 | AVGO | 187K | $57.81M |
 | TVTX | 165K | $4.90M |
 | WVE | 165K | $1.20M |
 | EPD | 134K | $5.09M |
 | NOW | 134K | $14.03M |
 | TTI | 130K | $1.11M |
 | MSFT | 128K | $47.51M |
 | PANW | 128K | $20.49M |
 | LIVN | 113K | $7.15M |
 | ORLY | 107K | $9.83M |
Savara Inc.
SVRA
Shares Held
651K
Value
$3.55M
NVIDIA Corporation
NVDA
Shares Held
283K
Value
$49.31M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
256K
Value
$8.20M
Trevi Therapeutics, Inc.
TRVI
Shares Held
232K
Value
$2.76M
KalVista Pharmaceuticals, Inc.
KALV
Shares Held
227K
Value
$4.57M
Cogent Biosciences, Inc.
COGT
Shares Held
226K
Value
$8.70M
Apple Inc.
AAPL
Shares Held
225K
Value
$57.11M
Alphabet Inc.
GOOGL
Shares Held
221K
Value
$63.63M
Xeris Biopharma Holdings, Inc.
XERS
Shares Held
208K
Value
$1.20M
Amazon.com, Inc.
AMZN
Shares Held
205K
Value
$42.75M
Broadcom Inc.
AVGO
Shares Held
187K
Value
$57.81M
Travere Therapeutics, Inc.
TVTX
Shares Held
165K
Value
$4.90M
Wave Life Sciences Ltd.
WVE
Shares Held
165K
Value
$1.20M
Enterprise Products Partners L.P.
EPD
Shares Held
134K
Value
$5.09M
ServiceNow, Inc.
NOW
Shares Held
134K
Value
$14.03M
TETRA Technologies, Inc.
TTI
Shares Held
130K
Value
$1.11M
Microsoft Corporation
MSFT
Shares Held
128K
Value
$47.51M
Palo Alto Networks, Inc.
PANW
Shares Held
128K
Value
$20.49M
LivaNova PLC
LIVN
Shares Held
113K
Value
$7.15M
O'Reilly Automotive, Inc.
ORLY
Shares Held
107K
Value
$9.83M