BBF
Brian Barnum Forbis Portfolio
Invests via Science & Technology Partners, L.P. | Managed by Erika Klauer
Invests via Science & Technology Partners, L.P.
Managed by Erika Klauer
Automatically Tracked
Brian Barnum Forbis Profile
Investor and operator focused on growth-stage technology and consumer businesses, bringing hands-on scaling and portfolio operations expertise. Brian Barnum Forbis is a founder-investor who has held leadership roles in corporate finance, operations and board governance, and who deploys capital through a personal vehicle and co-invests with institutional partners. Advises startups on go to market, fundraising and unit economics improvement; valued for operational rigor and active board engagement.
Investor and operator focused on growth-stage technology and consumer businesses, bringing hands-on scaling and portfolio operations expertise. Brian Barnum Forbis is a founder-investor who has held leadership roles in corporate finance, operations and board governance, and who deploys capital through a personal vehicle and co-invests with institutional partners. Advises startups on go to market, fundraising and unit economics improvement; valued for operational rigor and active board engagement.
Investment Philosophy & Strategy
Strategic, hands-on investor targeting growth-stage technology and consumer businesses with a bias for scalable unit economics and repeatable go‑to‑market models. Capital deployment emphasizes concentrated, operationally inclined positions—direct checks and co-investments with institutional partners—paired with active board involvement and aggressive KPI-driven governance. Prioritizes staged capital commitments tied to measurable milestones, margin improvement, and customer economics; exit orientation favors scalable strategic sales or growth financings that maximize enterprise value over a multi-year horizon.
Strategic, hands-on investor targeting growth-stage technology and consumer businesses with a bias for scalable unit economics and repeatable go‑to‑market models. Capital deployment emphasizes concentrated, operationally inclined positions—direct checks and co-investments with institutional partners—paired with active board involvement and aggressive KPI-driven governance. Prioritizes staged capital commitments tied to measurable milestones, margin improvement, and customer economics; exit orientation favors scalable strategic sales or growth financings that maximize enterprise value over a multi-year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.59%
Gain
Monthly
1.06%
Yearly
13.54%
Drawdown
42.42%
$434.14M
Equity
Holdings
$434.14M
Investment
$330M
$168.96M
Profit -$27.99M
Realized
$64.83M
Unrealized
$104.13M
Dividends
$791,026.32
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$27.99M
Win %
73%
This Week
Compared To Last Week
Gain
-13.4%
Profit
-$67.18M
Win %
73%
This Month
Compared to last month
Gain
-19.67%
Profit
-$106.27M
Win %
73%
This Year
Compared to last year
Gain
19.07%
Profit
$69.54M
Win %
71%
CTRE CareTrust REIT Inc.
+3.92%
+$3,140 
VRSN Verisign Inc.
+2.13%
+$94,022.06 
AAPL Apple Inc.
+2.05%
+$83,080 
MSI Motorola Solutions, Inc.
+1.41%
+$39,376.47 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-13.53%
-$4.92M 
SNDK SanDisk Corporation
-13.33%
-$2M 
AMPX Amprius Technologies Inc.
-12.35%
-$889,148.4 
RKLB Rocket Lab Corporation
-11.97%
-$2.16M 
PL PLANET LABS PBC
-11.95%
-$1.72M 
STX Seagate Technology Holdings plc
-10.2%
-$611,418 
GLW Corning Incorporated
-10.07%
-$287,861.08 
LUNR Intuitive Machines, Inc.
-9.7%
-$341,280 
ONTO Onto Innovation Inc.
-8.06%
-$191,490 
NOK Nokia Corporation Sponsored ADR
-8%
-$1.34M 
COHR Coherent Corp.
-7.9%
-$2.09M 
SITM SiTime Corporation
-7.72%
-$349,909 
CIEN Ciena Corporation
-7.14%
-$823,897.12 
LITE Lumentum Holdings Inc.
-7.11%
-$2.02M 
WGS GeneDx Holdings Corp.
-7.09%
-$1.13M 
MU Micron Technology, Inc.
-6.45%
-$985,439 
TSEM Tower Semiconductor Ltd.
-5.69%
-$647,337 
LRCX Lam Research Corporation
-5.32%
-$1.94M 
AEIS Advanced Energy Industries Inc.
-4.84%
-$189,108.85 
AVGO Broadcom Inc.
-4.7%
-$169,458 
GOOG Alphabet Inc
-4.5%
-$133,280 
KRMN Karman Holdings Inc.
-3.57%
-$95,694.78 
AMAT Applied Materials, Inc.
-3.12%
-$389,731.75 
KEYS Keysight Technologies, Inc.
-3.08%
-$859,644.94 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.03%
-$837,748.8 
ADI Analog Devices, Inc.
-2.85%
-$177,477.64 
NVDA NVIDIA Corporation
-2.69%
-$195,962.76 
GEV GE Vernova Inc.
-2.61%
-$52,345 
DOCN DigitalOcean Holdings Inc.
-2.33%
-$192,490.47 
CSCO Cisco Systems, Inc.
-2.23%
-$60,258 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$93,360 
AKAM Akamai Technologies Inc.
-0.95%
-$41,996.46 
TSLA Tesla, Inc.
-0.92%
-$32,517.9 
NET Cloudflare Inc.
-0.68%
-$198,137.57 
CAMT Camtek Ltd.
-0.34%
-$52,306.15 
FSLY Fastly, Inc.
-0.25%
-$7,550 
PLTR Palantir Technologies Inc.
-0.06%
-$3,844.87 Events
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Dividends
Dividend Analysis
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| Trades 180 | Longs Won 86/180 47% | Profit Factor 5.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.56M |
| Average Win $2.41M | Best Trade (Jul 10) $16.79M | Sharpe Ratio -46.81 |
| Average Loss -$405,269.38 | Worst Trade (Mar 31) -$5.52M | Z-Score -1.7 (92.15%) |
| Commissions $0 | Avg. Trade Length 5m 1w 6d | Expectancy $938,681.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,071 | 964 | 857 | 749 | 642 | 535 | 428 | 321 | 214 | 107 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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