Forum Finance Group S.A.
CIK 0002133354 · GENEVA, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$278.0K
2026 Q2
Positions
344
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOGL
ALPHABET -A- (REG.)
5.7%
HRB
H&R.BLOCK (REG.)
3.6%
AAPL
APPLE (REG)
3.6%
MSFT
MICROSOFT (REG)
2.8%
AMZN
AMAZON.COM (REG)
2.8%
QQQ
INVESCO QQQ
2.6%
NVDA
NVIDIA (REG)
2.3%
BABA
ALIBABA GROUP SPADR (REPR. 8 SHS)
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.