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 33 of 44
025072364
Shares:
4789
Value:
$271.4M
067901108
Shares:
13731
Value:
$266.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.5K | QoQ +0.20% (+3)YoY NEW(+1.5K) | All Managers (Combined) | $273.2K | YoY NEW(+$273.2K) | |
Gen Digital Inc.(GENcusip668771108) | 10.3K | QoQ -0.13% (-14)YoY NEW(+10.3K) | All Managers (Combined) | $272.1K | YoY NEW(+$272.1K) |
Coupang, Inc.(CPNGcusip22266T109) | 12.4K | QoQ NEW(+12.4K) YoY NEW(+12.4K) | All Managers (Combined) | $271.5K | QoQ NEW(+$271.5K) YoY NEW(+$271.5K) |
(cusip025072364)✕ | 4.8K | QoQ NEW(+4.8K) YoY NEW(+4.8K) | All Managers (Combined) | $271.4K | QoQ NEW(+$271.4K) YoY NEW(+$271.4K) |
10.9K | QoQ 0.00% (+0)YoY NEW(+10.9K) | All Managers (Combined) | $271.2K | YoY NEW(+$271.2K) | |
2.9K | QoQ -0.06% (-2)YoY NEW(+2.9K) | All Managers (Combined) | $270.7K | YoY NEW(+$270.7K) | |
Stellantis N.V.(STLAcusipN82405106) | 24.0K | All Managers (Combined) | $269.5K | ||
1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $269.3K | YoY NEW(+$269.3K) | |
Steris Plc(STEcusipG8473T100) | 1.2K | QoQ +0.25% (+3)YoY +7.51% (+83) | All Managers (Combined) | $269.0K | |
1.2K | QoQ NEW(+1.2K) | All Managers (Combined) | $268.9K | QoQ NEW(+$268.9K) | |
Exelixis, Inc.(EXELcusip30161Q104) | 7.3K | QoQ +0.41% (+30)YoY NEW(+7.3K) | All Managers (Combined) | $268.6K | YoY NEW(+$268.6K) |
833 | QoQ +0.24% (-2)YoY +0.60% (+5) | All Managers (Combined) | $268.5K | ||
3.8K | QoQ +1.08% (-41)YoY +1.62% (-61) | All Managers (Combined) | $268.2K | ||
2.6K | All Managers (Combined) | $267.6K | |||
(cusip067901108)✕ | 13.7K | QoQ NEW(+13.7K) YoY NEW(+13.7K) | All Managers (Combined) | $266.9K | QoQ NEW(+$266.9K) YoY NEW(+$266.9K) |
Hologic Inc(HOLXcusip436440101) | 4.3K | QoQ -4.61% (-207)YoY NEW(+4.3K) | All Managers (Combined) | $264.4K | YoY NEW(+$264.4K) |
2.0K | QoQ 0.00% (+0)YoY NEW(+2.0K) | All Managers (Combined) | $264.0K | YoY NEW(+$264.0K) | |
3.0K | QoQ 0.00% (+0)YoY NEW(+3.0K) | All Managers (Combined) | $263.6K | YoY NEW(+$263.6K) | |
5.0K | QoQ -2.46% (-127)YoY -2.31% (-119) | All Managers (Combined) | $263.6K | ||
2.3K | QoQ +0.69% (-16)YoY NEW(+2.3K) | All Managers (Combined) | $263.5K | YoY NEW(+$263.5K) |