Forum Finance Group S.A.
Filing Date
Mar 31, 2026
Global Rank
#4,747
/ 8,588
Top Industry
Internet Content & Information
13.3%
Period ended 3 months ago
Filed May 7, 2026 · 41d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.4%
SPY
+1.4%
Annualised alpha
—
Max drawdown
−4.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
186 positions · as of Mar 31, 2026Top Position
9.3%
of portfolio value
Top 5
28.3%
of portfolio value
Top 10
45.8%
of portfolio value
HHI
322
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 17.2% | $27,034,485 |
| Communication Services | 14.0% | $21,961,422 |
| Consumer Cyclical | 13.8% | $21,707,490 |
| Healthcare | 11.2% | $17,503,890 |
| Industrials | 11.0% | $17,287,174 |
| Unclassified | 10.7% | $16,705,577 |
| Energy | 6.7% | $10,441,274 |
| Financial Services | 6.0% | $9,402,952 |
| Consumer Defensive | 5.2% | $8,093,222 |
| Basic Materials | 3.6% | $5,641,675 |
| Utilities | 0.5% | $855,495 |
| Real Estate | 0.1% | $114,251 |
41 positions ·
$27,034,485 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 35,565 | $9,026,041 | 33.39% | |
| MSFT |
Microsoft Corp
Technology
|
First | 16,707 | $6,184,430 | 22.88% | |
| NVDA |
Nvidia Corp
Technology
|
First | 28,873 | $5,035,451 | 18.63% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,918 | $1,831,680 | 6.78% | |
| MU |
Micron Technology Inc
Technology
|
First | 3,313 | $1,119,263 | 4.14% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 4,941 | $1,005,147 | 3.72% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,765 | $596,481 | 2.21% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,518 | $470,035 | 1.74% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,350 | $288,441 | 1.07% | |
| ZS |
Zscaler, Inc.
Technology
|
First | 1,200 | $168,348 | 0.62% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 2,195 | $157,886 | 0.58% | |
| UI |
Ubiquiti Inc.
Technology
|
First | 195 | $154,106 | 0.57% | |
| JBL |
Jabil Inc
Technology
|
First | 475 | $126,174 | 0.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 345 | $117,917 | 0.44% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
First | 14,000 | $96,180 | 0.36% | |
| GRMN |
Garmin Ltd
Technology
|
First | 400 | $92,804 | 0.34% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
First | 430 | $65,050 | 0.24% | |
| PATH |
UiPath, Inc.
Technology
|
First | 4,900 | $54,390 | 0.20% | |
| OKTA |
Okta, Inc.
Technology
|
First | 680 | $53,522 | 0.20% | |
| SMTC |
Semtech Corp
Technology
|
First | 550 | $42,289 | 0.16% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
First | 310 | $34,809 | 0.13% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
First | 200 | $28,570 | 0.11% | |
| PAYC |
Paycom Software, Inc.
Technology
|
First | 225 | $27,346 | 0.10% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 250 | $26,137 | 0.10% | |
| SAP |
Sap SE
Technology
|
First | 140 | $23,969 | 0.09% | |
| CRWV |
CoreWeave, Inc.
Technology
|
First | 300 | $23,241 | 0.09% | |
| BTDR |
Bitdeer Technologies Group
Technology
|
First | 2,500 | $21,625 | 0.08% | |
| XYZ |
Block, Inc.
Technology
|
First | 300 | $18,054 | 0.07% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
First | 200 | $16,574 | 0.06% | |
| MAPS |
Wm Technology, Inc.
Technology
|
First | 25,000 | $16,450 | 0.06% | |
| DDOG |
Datadog, Inc.
Technology
|
First | 130 | $15,346 | 0.06% | |
| LYFT |
Lyft, Inc.
Technology
|
First | 1,120 | $14,896 | 0.06% | |
| GRAB |
Grab Holdings Ltd
Technology
|
First | 3,975 | $14,548 | 0.05% | |
| PD |
PagerDuty, Inc.
Technology
|
First | 2,200 | $13,662 | 0.05% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
First | 725 | $13,050 | 0.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 160 | $12,414 | 0.05% | |
| MSTR |
Strategy Inc
Technology
|
First | 85 | $10,608 | 0.04% | |
| TEAM |
Atlassian Corp
Technology
|
First | 100 | $6,825 | 0.03% | |
| TOST |
Toast, Inc.
Technology
|
First | 200 | $5,302 | 0.02% | |
| IONQ |
IonQ, Inc.
Technology
|
First | 100 | $2,883 | 0.01% | |
| JKS |
JinkoSolar Holding Co., Ltd.
Technology
|
First | 100 | $2,541 | 0.01% |