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 29 of 44
464288240
Shares:
5724(+0.0%)
Value:
$317.4M(+6.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.1K | All Managers (Combined) | $322.1K | |||
7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $321.9K | YoY NEW(+$321.9K) | |
4.7K | QoQ +0.79% (+37)YoY NEW(+4.7K) | All Managers (Combined) | $319.5K | YoY NEW(+$319.5K) | |
10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $319.4K | QoQ NEW(+$319.4K) YoY NEW(+$319.4K) | |
Snowflake Inc.(SNOWcusip833445109) | 2.2K | QoQ +5.57% (-115)YoY NEW(+2.2K) | All Managers (Combined) | $318.0K | YoY NEW(+$318.0K) |
Carvana Co.(CVNAcusip146869102) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $317.8K | YoY NEW(+$317.8K) |
(cusip464288240)✕ | 5.7K | All Managers (Combined) | $317.4K | ||
Viatris Inc(VTRScusip92556V106) | 36.3K | QoQ -0.08% (-31) | All Managers (Combined) | $316.2K | |
Haleon Plc(HLNcusip405552100) | 30.7K | All Managers (Combined) | $315.6K | ||
Transunion(TRUcusip89400J107) | 3.8K | QoQ -1.27% (-49) | All Managers (Combined) | $315.3K | |
4.3K | QoQ +0.92% (-39)YoY NEW(+4.3K) | All Managers (Combined) | $314.3K | YoY NEW(+$314.3K) | |
2.6K | All Managers (Combined) | $314.2K | |||
2.7K | QoQ +0.18% (-5)YoY NEW(+2.7K) | All Managers (Combined) | $314.2K | YoY NEW(+$314.2K) | |
3.7K | QoQ +0.05% (+2)YoY NEW(+3.7K) | All Managers (Combined) | $313.0K | YoY NEW(+$313.0K) | |
553 | QoQ 0.00% (-0)YoY +7.58% (+39) | All Managers (Combined) | $312.7K | ||
1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $311.0K | YoY NEW(+$311.0K) | |
Nrg Energy, Inc.(NRGcusip629377508) | 3.3K | All Managers (Combined) | $310.7K | ||
Teradyne, Inc(TERcusip880770102) | 3.8K | QoQ -3.04% (-118)YoY NEW(+3.8K) | All Managers (Combined) | $309.9K | YoY NEW(+$309.9K) |
2.9K | QoQ +0.14% (-4) | All Managers (Combined) | $306.2K | ||
Hubbell Inc(HUBBcusip443510607) | 924 | QoQ +2.21% (-20)YoY +2.66% (-24) | All Managers (Combined) | $305.8K |