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:
69.37%
Gain -1.03%
Monthly
2.67%
Yearly
37.14%
Drawdown
33.4%
$546.37M
Equity
Holdings
$546.37M
Investment
$522.65M
$183.64M
Profit -$5.09M
Realized
$159.92M
Unrealized
$23.72M
Dividends
$1.15M
Goals
Avg. 22% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$5.09M
Win %
54%
This Week
Compared To Last Week
Gain
-3.51%
Profit
-$19.88M
Win %
54%
This Month
Compared to last month
Gain
-0.92%
Profit
-$5.09M
Win %
54%
This Year
Compared to last year
Gain
-11.13%
Profit
-$68.44M
Win %
58%
NBIS Nebius Group N.V.
+8.88%
+$32,692.16 
AEHR Aehr Test Systems
+8.73%
+$2.68M 
TE T1 Energy Inc.
+6.68%
+$248,030.08 
WULF TeraWulf Inc.
+6.56%
+$584,231.77 
AMD Advanced Micro Devices, Inc.
+6.5%
+$365,796.66 
STX Seagate Technology Holdings plc
+5.65%
+$80,396.08 
FPS Forgent Power Solutions, Inc.
+5.59%
+$982,800 
LITE Lumentum Holdings Inc.
+5.19%
+$823,643.75 
GLW Corning Incorporated
+4.7%
+$308,870.38 
WDC Western Digital Corporation
+4.41%
+$53,237.2 
SITM SiTime Corporation
+3.49%
+$669,640.94 
MOH Molina Healthcare Inc.
+3.27%
+$148,780.36 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$13,100.71 
SNPS Synopsys, Inc.
+2.37%
+$12,714 
MU Micron Technology, Inc.
+2.3%
+$175,993.06 
TXN Texas Instruments Inc
+2.25%
+$40,036.5 
ADI Analog Devices, Inc.
+2.16%
+$28,638.48 
TER Teradyne, Inc.
+2.02%
+$9,270.69 
MCHP Microchip Technology Incorporated
+1.91%
+$5,655.08 
FLEX Flex Ltd.
+1.5%
+$4,863.9 
ON ON Semiconductor Corporation
+1.35%
+$3,080 
GEV GE Vernova Inc.
+1.32%
+$91,277.74 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$7,251.44 
NBIX Neurocrine Biosciences Inc.
+1.26%
+$151,474.8 
NXPI NXP Semiconductors N.V.
+1.21%
+$5,014.82 
KEYS Keysight Technologies, Inc.
+1.12%
+$4,887.07 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.04%
+$369,882.27 
NTAP NetApp, Inc.
+1.02%
+$2,942.71 
TDY Teledyne Technologies Incorporated
+0.89%
+$1,983.3 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$4,564.94 
APH Amphenol Corporation
+0.82%
+$11,955.76 
TEL TE Connectivity plc
+0.69%
+$3,120.04 
UNH UnitedHealth Group Incorporated
+0.67%
+$38,982.18 
QCOM QUALCOMM Incorporated
+0.61%
+$7,630 
ROP Roper Technologies Inc.
+0.46%
+$1,346.88 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2,072.74 
MSI Motorola Solutions, Inc.
+0.32%
+$1,753.71 
AAPL Apple Inc.
+0.22%
+$70,339.95 
SPIR Spire Global Inc.
+0.07%
+$11,573.89 DPC
DPC
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$798,309.97 
TWST Twist Bioscience Corporation
-5.36%
-$868,412.16 
AMAT Applied Materials, Inc.
-5.12%
-$155,131.14 
NET Cloudflare Inc.
-4.55%
-$33,546.43 
TWLO Twilio Inc.
-4.5%
-$11,612.7 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$60,780.72 
ORCL Oracle Corporation
-3.65%
-$70,058.7 
CLS Celestica Inc.
-3.62%
-$10,328.19 
INTU Intuit Inc.
-3.52%
-$24,881.12 
FTNT Fortinet Inc.
-3.28%
-$24,451.31 
CIEN Ciena Corporation
-3.17%
-$14,188.26 
PANW Palo Alto Networks, Inc.
-2.96%
-$68,186.55 
PLTR Palantir Technologies Inc.
-2.78%
-$77,422.68 
KLAC KLA Corporation
-2.7%
-$52,934.85 
BE Bloom Energy Corporation
-2.66%
-$535,118.8 
SHOP Shopify Inc.
-2.66%
-$36,963.71 
CRM Salesforce Inc
-2.56%
-$29,386.14 
NOW ServiceNow, Inc.
-2.55%
-$24,300.25 
SNOW Snowflake Inc.
-2.51%
-$19,940.2 
ADSK Autodesk, Inc.
-2.44%
-$9,538.18 
ADBE Adobe Inc.
-2.39%
-$18,180.7 
LLY Eli Lilly and Company
-2.38%
-$563,821.41 
ANET Arista Networks, Inc.
-2.36%
-$36,599.92 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$7,180.11 
INTC Intel Corporation
-1.97%
-$64,710.78 
JBL Jabil Inc.
-1.96%
-$5,503.06 
HPE Hewlett Packard Enterprise Company
-1.86%
-$10,540.56 
CSCO Cisco Systems, Inc.
-1.58%
-$50,574.66 
GH Guardant Health Inc.
-1.46%
-$486,539.43 
LRCX Lam Research Corporation
-1.38%
-$301,846.75 
WGS GeneDx Holdings Corp.
-1.35%
-$113,833.88 
IBM International Business Machines Corporation
-1.19%
-$18,930.59 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$27,605.79 
ACN Accenture plc Class A
-0.9%
-$6,960.04 
DELL Dell Technologies Inc.
-0.75%
-$7,973.52 
COHR Coherent Corp.
-0.43%
-$104,616.49 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$1,127.89 
MSFT Microsoft Corp.
-0.3%
-$74,716.82 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.27%
-$93,399.1 
PL PLANET LABS PBC
-0.24%
-$49,483.98 
Q Qnity Electronics Inc.
-0.2%
-$421.66 
MRVL Marvell Technology, Inc.
-0.07%
-$974.63 
NVDA NVIDIA Corporation
-0.06%
-$23,081.8 
AXSM Axsome Therapeutics, Inc.
-0.01%
-$729.67 Events
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Dividends
Dividend Analysis
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| Trades 264 | Longs Won 146/264 55% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.98M |
| Average Win $2.18M | Best Trade (Jun 29) $15.23M | Sharpe Ratio -11.69 |
| Average Loss -$1.15M | Worst Trade (Sep 01) -$11.85M | Z-Score -1.62 (90.41%) |
| Commissions $0 | Avg. Trade Length 4m 3w | Expectancy $695,588.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 477 | 429 | 381 | 334 | 286 | 238 | 191 | 143 | 95 | 48 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 104,985 | $29.94M | $32.12M | - | $2.18M | 7.28% | +0.219% |
| ACN Accenture plc Class A | 4,350 | $541,314 | $769,471.5 | - | $228,157.5 | 42.15% | -0.896% |
| ADBE Adobe Inc. | 2,810 | $576,106 | $741,896.17 | - | $165,790.17 | 28.78% | -2.392% |
| ADI Analog Devices, Inc. | 3,484 | $1.11M | $1.36M | - | $248,235.12 | 22.4% | +2.157% |
| ADSK Autodesk, Inc. | 1,514 | $294,352 | $381,013.24 | - | $86,661.24 | 29.44% | -2.442% |
| AEHR Aehr Test Systems | 249,000 | $23.92M | $33.38M | - | $9.46M | 39.56% | +8.727% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 964 | $465,631 | $310,032.03 | - | -$155,598.97 | -33.42% | -0.362% |
| AMAT Applied Materials, Inc. | 5,670 | $1.94M | $2.88M | - | $937,761.11 | 48.39% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 11,657 | $6.77M | $6M | - | -$775,423.65 | -11.45% | +6.497% |
| ANET Arista Networks, Inc. | 7,625 | $1.3M | $1.52M | - | $220,667.58 | 17.04% | -2.357% |
| APH Amphenol Corporation | 17,582 | $1.55M | $1.47M | - | -$80,965.11 | -5.22% | +0.821% |
| APP AppLovin Corporation Class A Common Stock | 1,648 | $849,099 | $519,845.12 | - | -$329,253.88 | -38.78% | +0.886% |
| AVGO Broadcom Inc. | 32,151 | $11.71M | $12.64M | - | $927,717.11 | 7.92% | -5.943% |
| AXSM Axsome Therapeutics, Inc. | 73,040 | $17.88M | $15.61M | - | -$2.27M | -12.71% | -0.005% |
| BE Bloom Energy Corporation | 85,210 | $7.35M | $19.59M | - | $12.24M | 166.41% | -2.659% |
| BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 | 176,135 | $40.33M | $35.79M | - | -$4.54M | -11.26% | +1.044% |
| CDNS Cadence Design Systems, Inc. | 1,974 | $740,882 | $641,194.7 | - | -$99,687.3 | -13.46% | +0.324% |
| CIEN Ciena Corporation | 1,012 | $392,888.75 | $433,915.23 | - | $41,026.48 | 10.44% | -3.166% |
| CLS Celestica Inc. | 821 | $299,316 | $275,076.04 | - | -$24,239.96 | -8.1% | -3.619% |
| COHR Coherent Corp. | 74,725 | $11.94M | $24.35M | - | $12.41M | 103.94% | -0.428% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brian Barnum Forbis?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $29.17M, Lam Research Corporation - $20.85M, SanDisk Corporation - $15.23M, Bloom Energy Corporation - $14.54M, and Coherent Corp - $9.69M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SoundHound AI Inc - $9.16M, TeraWulf Inc - $7.32M, Reddit Inc Class A - $6.03M, Affirm Holdings, Inc - $5.38M, and Axon Enterprise, Inc - $3.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Barnum Forbis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.15M earned over time. The largest contributors to dividend income include Broadcom Inc - $206,371.36, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $148,605.1, Lam Research Corporation - $145,383.5, ProShares Ultra TSLA - $122,345.44, and Alibaba Group Holding Limited SP ADR - $92,435. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Barnum Forbis's monthly returns?
Brian Barnum Forbis's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Brian Barnum Forbis's strategy be considered aggressive or moderate?
Brian Barnum Forbis's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Brian Barnum Forbis's strategy?
Brian Barnum Forbis's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
