Long-term investor

F/M Investments LLC @fminvestmentsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001834499).

Record

  • Tracked since 2025-12-31 (257 days), 155 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.6%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AGG · 7.5% · long · since 2025-12-31
  • DFCF · 7.3% · long · since 2026-03-31
  • TBLL · 5.5% · long · since 2026-06-30
  • GOOGL · 4.0% · long · since 2025-12-31
  • AVGO · 3.6% · long · since 2025-12-31
  • AAPL · 3.4% · long · since 2025-12-31
  • VEU · 3.1% · long · since 2025-12-31
  • NVDA · 3.0% · long · since 2025-12-31
  • MSFT · 2.6% · long · since 2025-12-31
  • AMZN · 2.5% · long · since 2025-12-31
  • TBIL · 2.1% · long · since 2025-12-31
  • ZHOG · 1.7% · long · since 2025-12-31

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