F/M INVESTMENTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 648K | $120.90M |
 | SVRA | 434K | $1.55M |
 | AAPL | 430K | $109.47M |
 | GOOGL | 401K | $97.44M |
 | PTEN | 388K | $2.01M |
 | AMZN | 332K | $73.00M |
 | WVE | 318K | $2.33M |
 | AVGO | 276K | $91.00M |
 | CSCO | 270K | $18.45M |
 | PPL | 241K | $8.96M |
 | ADT | 239K | $2.08M |
 | OSW | 237K | $5.00M |
 | MSFT | 222K | $115.21M |
 | COGT | 220K | $3.16M |
 | MGY | 211K | $5.04M |
 | KALV | 199K | $2.43M |
 | TVTX | 196K | $4.69M |
 | CMG | 188K | $7.35M |
 | VZ | 180K | $7.93M |
 | PANW | 180K | $36.57M |
NVIDIA Corporation
NVDA
Shares Held
648K
Value
$120.90M
Savara Inc.
SVRA
Shares Held
434K
Value
$1.55M
Apple Inc.
AAPL
Shares Held
430K
Value
$109.47M
Alphabet Inc.
GOOGL
Shares Held
401K
Value
$97.44M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
388K
Value
$2.01M
Amazon.com, Inc.
AMZN
Shares Held
332K
Value
$73.00M
Wave Life Sciences Ltd.
WVE
Shares Held
318K
Value
$2.33M
Broadcom Inc.
AVGO
Shares Held
276K
Value
$91.00M
Cisco Systems, Inc.
CSCO
Shares Held
270K
Value
$18.45M
PPL Corporation
PPL
Shares Held
241K
Value
$8.96M
ADT Inc.
ADT
Shares Held
239K
Value
$2.08M
OneSpaWorld Holdings Limited
OSW
Shares Held
237K
Value
$5.00M
Microsoft Corporation
MSFT
Shares Held
222K
Value
$115.21M
Cogent Biosciences, Inc.
COGT
Shares Held
220K
Value
$3.16M
Magnolia Oil & Gas Corporation
MGY
Shares Held
211K
Value
$5.04M
KalVista Pharmaceuticals, Inc.
KALV
Shares Held
199K
Value
$2.43M
Travere Therapeutics, Inc.
TVTX
Shares Held
196K
Value
$4.69M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
188K
Value
$7.35M
Verizon Communications Inc.
VZ
Shares Held
180K
Value
$7.93M
Palo Alto Networks, Inc.
PANW
Shares Held
180K
Value
$36.57M