Stock Taper

F/M INVESTMENTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX95.63K$6.83M
Palo Alto Networks, Inc.PANW95.51K$32.57M
Spyre Therapeutics, Inc.SYRE92.62K$8.22M
CeriBell, Inc.CBLL89.35K$1.74M
Corcept Therapeutics IncorporatedCORT88.04K$7.66M
Cisco Systems, Inc.CSCO81.17K$9.53M
Alphatec Holdings, Inc.ATEC78.25K$676.91K
Energy Transfer LPET77.93K$1.49M
Jacobs Solutions Inc.J75.25K$9.5M
Arlo Technologies, Inc.ARLO64.9K$874.81K
Johnson Controls International plcJCI64.01K$9.35M
Korro Bio, Inc.KRRO63.56K$837.75K
Cytokinetics, IncorporatedCYTK60.89K$5.19M
Nektar TherapeuticsNKTR60.59K$4.23M
The Home Depot, Inc.HD59.88K$21.12M
Xylem Inc.XYL57.1K$6.75M
Visa Inc.V56.87K$19.51M
Waystar Holding Corp.WAY55.77K$1.15M
Guardant Health, Inc.GH55.53K$8.33M
Meta Platforms, Inc.META55.43K$31.25M