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FORA Capital Portfolio holdings
AUM
$1.46B
Turnover
69.98%
1-Year Est. Return
64.79%
This Fund
S&P 500
This Quarter Est. Return
+29.06%
1 Year Est. Return
+64.79%
3 Year Est. Return
+161.8%
5 Year Est. Return
+205.45%
10 Year Est. Return
–
AUM
$1.46B
AUM Growth
+$91.8M
(+6.7%)
Cap. Flow
+$34.5M
Cap. Flow % of AUM
Cap. Flow %
2.37%
Top 10 Holdings %
Top 10 Hldgs %
16.73%
Holding
583
New
170
Increased
97
Reduced
78
Closed
238
Avg Time Held
0.2
years
Top 10 Avg Time Held
0.2
years
Top 20 Avg Time Held
0.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$39.8M |
| 2 |
Boston Scientific
BSX
|
+$20.9M |
| 3 |
Meta Platforms (Facebook)
META
|
+$20.6M |
| 4 |
Ross Stores
ROST
|
+$19.7M |
| 5 |
Cisco
CSCO
|
+$19.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$23.2M |
| 2 |
Verizon
VZ
|
+$22M |
| 3 |
Microsoft
MSFT
|
+$19.8M |
| 4 |
Cummins
CMI
|
+$19.7M |
| 5 |
Caterpillar
CAT
|
+$19.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.44% |
| 2 | Industrials | 11.01% |
| 3 | Financials | 10.69% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
476
DELISTED
Masimo
MASI
| – | – |
-1,280
| Closed | -$228K | – |
|
477
MongoDB
MDB
$31.3B
| – | – |
-10,487
| Closed | -$2.57M | – |
|
478
Medpace
MEDP
$18.9B
| – | – |
-2,080
| Closed | -$999K | – |
|
479
Magnolia Oil & Gas
MGY
$7.12B
| – | – |
-38,653
| Closed | -$1.22M | – |
|
480
Middleby
MIDD
$5.18B
| – | – |
-6,008
| Closed | -$797K | – |
|
481
MKS Inc
MKSI
$13.7B
| – | – |
-10,039
| Closed | -$2.31M | – |
|
482
Mueller Industries
MLI
$11.9B
| – | – |
-36,862
| Closed | -$2.04M | – |
|
483
Marsh
MRSH
$92.6B
| – | – |
-2,806
| Closed | -$487K | – |
|
484
Merit Medical Systems
MMSI
$5.62B
| – | – |
-9,266
| Closed | -$638K | – |
|
485
MakeMyTrip
MMYT
$3.88B
| – | – |
-7,683
| Closed | -$287K | – |
|
486
monday.com
MNDY
$4.39B
| – | – |
-48,578
| Closed | -$3.36M | – |
|
487
ArcelorMittal
MT
$44.7B
| – | – |
-6,760
| Closed | -$351K | – |
|
488
NewMarket
NEU
$8.07B
| – | – |
-6,219
| Closed | -$3.99M | – |
|
489
Nice
NICE
$7.17B
| – | – |
-4,155
| Closed | -$459K | – |
|
490
Insight Enterprises
NSIT
$5.25B
| – | – |
-4,321
| Closed | -$290K | – |
|
491
Nutanix
NTNX
$19.7B
| – | – |
-5,836
| Closed | -$222K | – |
|
492
Nova
NVMI
$10.1B
| – | – |
-1,780
| Closed | -$773K | – |
|
493
Ondas Inc
ONDS
$3.59B
| – | – |
-109,448
| Closed | -$988K | – |
|
494
Ormat Technologies
ORA
$5.36B
| – | – |
-15,183
| Closed | -$1.7M | – |
|
|
495
Oracle
ORCL
$382B
| – | – |
-157,785
| Closed | -$23.2M | – |
|
496
O'Reilly Automotive
ORLY
$73.7B
| – | – |
-63,175
| Closed | -$5.83M | – |
|
497
Blue Owl Capital
OWL
$6.39B
| – | – |
-560,772
| Closed | -$5.12M | – |
|
498
Pan American Silver
PAAS
$16.7B
| – | – |
-83,086
| Closed | -$4.54M | – |
|
499
Plains GP Holdings
PAGP
$5.71B
| – | – |
-8,851
| Closed | -$215K | – |
|
500
PAR Technology
PAR
$712M
| – | – |
-16,165
| Closed | -$215K | – |
|
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FORA Capital's Q2 2026 Portfolio in Review
As of Q2 2026, FORA Capital held 583 positions worth $1.46B, up 6.7% from $1.36B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
FORA Capital's Q2 2026 filing shows 170 new, 97 increased, 78 reduced and 238 closed positions. Its largest new stake was Intuit: 114,377 shares worth $29.8M. The largest sale was Oracle, an estimated $23.2M.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 28% a quarter earlier, followed by Industrials and Financials.
- FORA Capital's largest Q2 2026 buy was Intuit: 114,377 shares worth $29.8M.
- FORA Capital added most to Boston Scientific in Q2 2026, an estimated $20.9M increase.
- FORA Capital's biggest Q2 2026 reduction was Microsoft, cutting an estimated $19.8M.
- FORA Capital fully exited Oracle in Q2 2026, selling an estimated $23.2M.
- FORA Capital's ten largest holdings make up 17% of its $1.46B portfolio in Q2 2026.
- FORA Capital opened 170 new positions and closed 238 in Q2 2026.
- FORA Capital's portfolio value rose 6.7% quarter-over-quarter to $1.46B.
Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.