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F/m Investments LLC AMD holdings history

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ADVANCED MICRO DEVICES · CUSIP 007903107 · CIK 1834499

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, F/m Investments LLC reported 34.42K AMD (shares), valued at $19.99M, or 1.02% of its reported non-derivative portfolio. Filed 2026-08-05.

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Portfolio weight and quantity history
Reported portfolio weight
1.02%
Shares
34.42K
34,416
Reported value
$19.99M
USD

Shares increased 696.48%; reported value increased 2174.42%, and weight changed +0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.02%34,416SEC filing ↗Filed Aug 5, 2026
Q1 20260.06%4,321SEC filing ↗Filed May 11, 2026
Q4 20250.29%35,504SEC filing ↗Filed Feb 3, 2026
Q3 20250.11%18,094SEC filing ↗Filed Nov 13, 2025
Q2 20250.10%19,075SEC filing ↗Filed Aug 13, 2025
Q1 20250.14%34,887SEC filing ↗Filed May 14, 2025
Q4 20240.29%65,131SEC filing ↗Filed Feb 13, 2025
Q3 20240.30%57,780SEC filing ↗Filed Oct 29, 2024
Q2 20240.36%61,744SEC filing ↗Filed Jul 29, 2024
Q1 20243.06%25,094SEC filing ↗Filed Apr 23, 2024
Q4 20232.09%25,013SEC filing ↗Filed Feb 1, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20232.09%25,013$3.69MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Feb 1, 2024
Q1 20243.06%25,094$4.53MShares increased 0.32%; reported value increased 22.79%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2024
Q2 20240.36%61,744$10.02MShares increased 146.05%; reported value increased 121.22%, and weight changed -2.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 29, 2024
Q3 20240.30%57,780$9.49MShares decreased 6.42%; reported value decreased 5.27%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 29, 2024
Q4 20240.29%65,131$7.87MShares increased 12.72%; reported value decreased 17.08%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20250.14%34,887$3.58MShares decreased 46.44%; reported value decreased 54.44%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2025
Q2 20250.10%19,075$2.71MShares decreased 45.32%; reported value decreased 24.48%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20250.11%18,094$2.93MShares decreased 5.14%; reported value increased 8.15%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2025
Q4 20250.29%35,504$7.60MShares increased 96.22%; reported value increased 159.73%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 3, 2026
Q1 20260.06%4,321$879.02KShares decreased 87.83%; reported value decreased 88.44%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 11, 2026
Q2 20261.02%34,416$19.99MShares increased 696.48%; reported value increased 2174.42%, and weight changed +0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 5, 2026
F/m Investments LLC · ADVANCED MICRO DEVICES

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.