Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 23 of 44
Cloudflare, Inc.
NET|18915M107
Shares:
3667(+34.1%)
Value:
$413.2M(+40.3%)
FIRST SOLAR, INC.
FSLR|336433107
Shares:
3255(+4.4%)
Value:
$411.5M(-25.1%)
Jefferies Financial Group Inc.
JEF|47233W109
Shares:
7628(-1.2%)
Value:
$408.6M(-32.5%)
Liberty Media Corp
FWONK|531229755
Shares:
4522(+0.3%)
Value:
$407.0M(-2.6%)
Xylem Inc.
XYL|98419M100
Shares:
3403(+0.1%)
Value:
$406.5M(+3.0%)
UNITED THERAPEUTICS Corp
UTHR|91307C102
Shares:
1318(+0.4%)
Value:
$406.3M(-12.3%)
SYNOPSYS INC
SNPS|871607107
Shares:
947(+0.0%)
Value:
$406.1M(-11.6%)
WILLIS TOWERS WATSON PLC
WTW|G96629103
Shares:
1196(-0.1%)
Value:
$404.1M(+7.8%)
MARKEL GROUP INC.
MKL|570535104
Shares:
216(+0.0%)
Value:
$403.8M(+8.3%)
Autodesk, Inc.
ADSK|052769106
Shares:
1542
Value:
$403.7M
Ingersoll Rand Inc.
IR|45687V106
Shares:
5033(-0.3%)
Value:
$402.8M(-11.8%)
Builders FirstSource, Inc.
BLDR|12008R107
Shares:
3219(-29.8%)
Value:
$402.2M(-38.6%)
AMETEK INC/
AME|031100100
Shares:
2334
Value:
$401.8M
STATE STREET CORP
STT|857477103
Shares:
4483(+0.0%)
Value:
$401.4M(-8.8%)
78464A607
78464A607
Shares:
4032(+0.0%)
Value:
$399.7M(+0.3%)
464287648
IWO|464287648
Shares:
1563(+34.4%)
Value:
$399.4M(+19.3%)
Seagate Technology Holdings plc
STX|G7997R103
Shares:
4699(+11.3%)
Value:
$399.2M(+9.5%)
Aon plc
AON|G0403H108
Shares:
990(+4.2%)
Value:
$395.1M(+15.8%)
HUMANA INC
HUM|444859102
Shares:
1477(-22.9%)
Value:
$390.8M(-19.6%)
F5, INC.
FFIV|315616102
Shares:
1461(+20.7%)
Value:
$389.0M(+27.9%)