Fermi (FRMI)Bridgewater Associates reduced its stake -367K shares

84K

Shares reported · -367K vs prior quarter

0.00%

Disclosed portfolio weight

$490K

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 26, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Mar 30, 2026Company filing · Form 8-K · ResultsReported its results
3. Apr 17, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 17, 2026, Toby Neugebauer, Fermi Inc.’s (the “Company”) Chief Executive Officer, departed his role as Chief Executive Officer the Company. The Company’s Board of Directors (the “Board”) has created an Interim Office of the CEO, which will include Mr. Jacobo Ortiz, the Company’s Chief Operating Officer, and Ms. Anna Bofa, currently an observer on the Company’s Board.”
4. Apr 17, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 30, 2026, the Company terminated Mr. Toby Neugebauer’s employment for Cause pursuant to his Employment Agreement as a result of conduct in violation of the terms of such agreement and of Company policies.”
5. Apr 19, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On April 19, 2026, the board of directors (the “Board”) of Fermi Inc. (the “Company”) appointed Jeffrey S. Stein as a new member of the Board, effective as of April 19, 2026.”
6. Apr 29, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 29, 2026, the Board of Directors (the “Board”) of Fermi Inc. (the “Company) appointed Robert L. Masson as Interim Chief Financial Officer (“Interim CFO”) and the principal financial officer of the Company effective April 29, 2026, until a permanent successor is named.”
7. May 4, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 4, 2026, pursuant to the previously disclosed Director Nomination Agreement, dated September 30, 2025, by and among Fermi Inc. (the “Company”), TMNN Manager LLC (“TMNN”), Caddis Capital, LLC, and the Melissa A. Neugebauer 2020 Trust (the “Director Nomination Agreement”), Vicksburg Equity Holdings, LLC (“Vicksburg”), as assignee from TMNN, exercised TMNN’s right to nominate, and the board of directors of the…”
8. May 13, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
9. May 14, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Jul 9, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
2. Jul 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 10, 2026, the Board of Directors (the “Board”) of Fermi Inc. (the “Company”) received a letter from Mr. Miles Everson, a director designee of Toby Neugebauer, pursuant to which Mr. Everson resigned as a director of the Company, effective immediately (the “Resignation Letter”).”
3. Jul 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 10, 2026, the Board of Directors (the “Board”) of Fermi Inc. (the “Company”) received a letter from Mr. Miles Everson pursuant to which Mr. Everson resigned as a director of the Company, effective immediately.”
4. Jul 20, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 20, 2026, the Board of Directors (the “Board”) of Fermi Inc. (the “Company”) appointed the following individuals as officers of the Company: George Wentz as General Counsel, Anna Bofa as Chief Commercial Officer, Jacobo Ortiz as Chief Operating Officer, and Rob Masson as Chief Financial Officer (the “Officer Appointments” and each such individual, an “Officer”).”
5. Aug 11, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 11, 2026, the Board of Directors (the “Board”) of Fermi Inc. (the “Company”) appointed Lee McIntire as Chief Executive Officer (“CEO”) of the Company, effective as of August 11, 2026, continuing until a successor CEO is appointed by the Board.”
6. Aug 13, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Fermi

For Fermi, OQRO holds 5 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FRMI page.

How this filing works

• SEC Form 13F

Other disclosures at Fermi

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its FRMI page.