F/M INVESTMENTS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SVRA | 679K | $4.09M |
 | NVDA | 597K | $111.32M |
 | AAPL | 433K | $117.60M |
 | WVE | 396K | $6.73M |
 | PTEN | 377K | $2.31M |
 | GOOGL | 365K | $114.37M |
 | AMZN | 337K | $77.69M |
 | PFE | 297K | $7.39M |
 | AVGO | 269K | $92.93M |
 | CSCO | 256K | $19.71M |
 | TRVI | 241K | $3.02M |
 | KALV | 237K | $3.82M |
 | COGT | 236K | $8.38M |
 | PPL | 235K | $8.23M |
 | VZ | 233K | $9.50M |
 | OSW | 230K | $4.77M |
 | ADT | 228K | $1.84M |
 | ACAD | 224K | $5.98M |
 | MSFT | 219K | $106.11M |
 | MGY | 206K | $4.50M |
Savara Inc.
SVRA
Shares Held
679K
Value
$4.09M
NVIDIA Corporation
NVDA
Shares Held
597K
Value
$111.32M
Apple Inc.
AAPL
Shares Held
433K
Value
$117.60M
Wave Life Sciences Ltd.
WVE
Shares Held
396K
Value
$6.73M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
377K
Value
$2.31M
Alphabet Inc.
GOOGL
Shares Held
365K
Value
$114.37M
Amazon.com, Inc.
AMZN
Shares Held
337K
Value
$77.69M
Pfizer Inc.
PFE
Shares Held
297K
Value
$7.39M
Broadcom Inc.
AVGO
Shares Held
269K
Value
$92.93M
Cisco Systems, Inc.
CSCO
Shares Held
256K
Value
$19.71M
Trevi Therapeutics, Inc.
TRVI
Shares Held
241K
Value
$3.02M
KalVista Pharmaceuticals, Inc.
KALV
Shares Held
237K
Value
$3.82M
Cogent Biosciences, Inc.
COGT
Shares Held
236K
Value
$8.38M
PPL Corporation
PPL
Shares Held
235K
Value
$8.23M
Verizon Communications Inc.
VZ
Shares Held
233K
Value
$9.50M
OneSpaWorld Holdings Limited
OSW
Shares Held
230K
Value
$4.77M
ADT Inc.
ADT
Shares Held
228K
Value
$1.84M
ACADIA Pharmaceuticals Inc.
ACAD
Shares Held
224K
Value
$5.98M
Microsoft Corporation
MSFT
Shares Held
219K
Value
$106.11M
Magnolia Oil & Gas Corporation
MGY
Shares Held
206K
Value
$4.50M