Forum Financial Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 968
- Total Value
- 6041849330
- Accession Number
- 0001911832-25-000004
- Form Type
- 13F-HR
- CIK
- 0001911832
- Manager Name
- Forum Financial Management, LP
Data Enrichment
89% identified858 identified110 unidentified
Holdings
968 positions
Manager:
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Page 21 of 44
N20944109
Shares:
36845(+0.0%)
Value:
$452.5M(+8.4%)
81369Y209
Shares:
3074(-58.5%)
Value:
$448.9M(-55.9%)
165167735
Shares:
4026(+0.0%)
Value:
$448.2M(+11.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
37.2K | All Managers (Combined) | $462.8K | |||
Centene Corp(CNCcusip15135B101) | 7.6K | All Managers (Combined) | $462.6K | ||
Cable One, Inc.(CABOcusip12685J105) | 1.7K | QoQ 0.00% (-0)YoY NEW(+1.7K) | All Managers (Combined) | $462.4K | YoY NEW(+$462.4K) |
3.1K | All Managers (Combined) | $460.0K | |||
Airbnb, Inc.(ABNBcusip009066101) | 3.8K | QoQ NEW(+3.8K) YoY -7.88% (-329) | All Managers (Combined) | $459.1K | QoQ NEW(+$459.1K) |
5.6K | QoQ +0.03% (+2) | All Managers (Combined) | $458.8K | ||
5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $458.3K | YoY NEW(+$458.3K) | |
9.6K | QoQ NEW(+9.6K) YoY -6.48% (-668) | All Managers (Combined) | $457.0K | QoQ NEW(+$457.0K) | |
4.8K | All Managers (Combined) | $453.9K | |||
Target Corp(TGTcusip87612E106) | 4.3K | All Managers (Combined) | $453.8K | ||
11.3K | All Managers (Combined) | $453.1K | |||
(cusipN20944109)✕ | 36.8K | QoQ +0.03% (+13)YoY NEW(+36.8K) | All Managers (Combined) | $452.5K | YoY NEW(+$452.5K) |
9.0K | All Managers (Combined) | $451.5K | |||
8.5K | QoQ +1.01% (-85)YoY +1.76% (+147) | All Managers (Combined) | $449.6K | ||
(cusip81369Y209)✕ | 3.1K | All Managers (Combined) | $448.9K | ||
(cusip165167735)✕ | 4.0K | QoQ 0.00% (+0) | All Managers (Combined) | $448.2K | |
2.9K | QoQ +0.44% (+13)YoY NEW(+2.9K) | All Managers (Combined) | $447.7K | YoY NEW(+$447.7K) | |
7.6K | All Managers (Combined) | $446.4K | |||
9.8K | QoQ +0.62% (-61)YoY NEW(+9.8K) | All Managers (Combined) | $443.4K | YoY NEW(+$443.4K) | |
20.9K | All Managers (Combined) | $442.1K |