Long-term investor
Forum Finance Group S.a. @forumfinancegroupsa
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002133354).
Record
- Tracked since 2026-03-31 (174 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 5.7% · long · since 2026-03-31
- HRB · 3.6% · long · since 2026-03-31
- AAPL · 3.6% · long · since 2026-03-31
- MSFT · 2.8% · long · since 2026-03-31
- AMZN · 2.8% · long · since 2026-03-31
- 46090E103 · 2.6% · long · since 2026-03-31
- NVDA · 2.3% · long · since 2026-03-31
- 01609W102 · 2.2% · long · since 2026-03-31
- TT · 2.1% · long · since 2026-03-31
- 256677105 · 2.0% · long · since 2026-06-30
- 92826C839 · 2.0% · long · since 2026-03-31
- 922042874 · 1.8% · long · since 2026-03-31