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:
68.52%
Gain -1.57%
Monthly
2.46%
Yearly
33.87%
Drawdown
33.4%
$543.35M
Equity
Holdings
$543.35M
Investment
$522.65M
$180.62M
Profit -$7.31M
Realized
$159.92M
Unrealized
$20.7M
Dividends
$1.39M
Goals
Avg. 21% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.57%
Profit
-$7.31M
Win %
54%
This Week
Compared To Last Week
Gain
-7.7%
Profit
-$45.31M
Win %
54%
This Month
Compared to last month
Gain
-8.02%
Profit
-$47.35M
Win %
54%
This Year
Compared to last year
Gain
-11.62%
Profit
-$71.45M
Win %
58%
INTU Intuit Inc.
+6.41%
+$39,173.45 
APP AppLovin Corporation Class A Common Stock
+5.45%
+$23,533.44 
WGS GeneDx Holdings Corp.
+5.35%
+$390,440.29 
ADSK Autodesk, Inc.
+5.33%
+$18,660.05 
NOW ServiceNow, Inc.
+5.14%
+$53,797.01 
WULF TeraWulf Inc.
+5.07%
+$319,416.43 
LLY Eli Lilly and Company
+4.82%
+$1.14M 
ACN Accenture plc Class A
+4.23%
+$39,519.71 
ADBE Adobe Inc.
+3.94%
+$26,624.78 
UNH UnitedHealth Group Incorporated
+3.61%
+$208,488 
CRM Salesforce Inc
+3.48%
+$46,812.9 
NXPI NXP Semiconductors N.V.
+3.2%
+$12,644.46 
ROP Roper Technologies Inc.
+2.61%
+$7,122.36 
NTRA NATERA INC (Common Stock) – ticker 45E
+2.49%
+$1.08M 
ORCL Oracle Corporation
+2.43%
+$38,962.47 
MCHP Microchip Technology Incorporated
+2.32%
+$6,323.76 
QCOM QUALCOMM Incorporated
+2.23%
+$29,375.5 
GH Guardant Health Inc.
+2.15%
+$730,857.41 
IBM International Business Machines Corporation
+2.04%
+$31,148.32 
SHOP Shopify Inc.
+2.02%
+$30,642.2 
MOH Molina Healthcare Inc.
+1.82%
+$84,353.4 
MSI Motorola Solutions, Inc.
+1.32%
+$7,122.2 
MSFT Microsoft Corp.
+0.99%
+$267,060.36 
TDY Teledyne Technologies Incorporated
+0.69%
+$1,385.99 
NBIX Neurocrine Biosciences Inc.
+0.33%
+$35,875.8 
TWLO Twilio Inc.
+0.28%
+$791.77 DPC
DPC
0%
$0 
DELL Dell Technologies Inc.
-9.74%
-$106,650.95 
SITM SiTime Corporation
-8.53%
-$1.25M 
COHR Coherent Corp.
-7.51%
-$1.48M 
HPE Hewlett Packard Enterprise Company
-7.1%
-$42,542.08 
TER Teradyne, Inc.
-6.9%
-$27,789.59 
ANET Arista Networks, Inc.
-6.48%
-$96,532.5 
AEHR Aehr Test Systems
-6.22%
-$1.11M 
KEYS Keysight Technologies, Inc.
-6.1%
-$26,848.11 
STX Seagate Technology Holdings plc
-5.62%
-$61,945.25 
LITE Lumentum Holdings Inc.
-5.37%
-$867,410.12 
WDC Western Digital Corporation
-5.3%
-$47,767.5 
NET Cloudflare Inc.
-4.76%
-$34,415.74 
LRCX Lam Research Corporation
-4.75%
-$884,764.84 
CLS Celestica Inc.
-4.75%
-$12,602.36 
GLW Corning Incorporated
-4.59%
-$268,239.73 
FLEX Flex Ltd.
-4.55%
-$11,950.55 
FPS Forgent Power Solutions, Inc.
-4.4%
-$673,920 
INTC Intel Corporation
-4.32%
-$133,034.05 
TE T1 Energy Inc.
-4.31%
-$96,886.75 
AMAT Applied Materials, Inc.
-4.18%
-$105,858.9 
CSCO Cisco Systems, Inc.
-4.14%
-$132,793.8 
Q Qnity Electronics Inc.
-4.04%
-$7,139.14 
NTAP NetApp, Inc.
-3.76%
-$11,770.88 
KLAC KLA Corporation
-3.72%
-$62,257 
SPCX Space Exploration Technologies Corp. Class A
-3.68%
-$119,947 
MRVL Marvell Technology, Inc.
-3.65%
-$54,523.4 
JBL Jabil Inc.
-3.63%
-$8,087.86 
SNPS Synopsys, Inc.
-3.56%
-$22,265.79 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.48%
-$10,073.8 
BE Bloom Energy Corporation
-3.46%
-$704,686.7 
TWST Twist Bioscience Corporation
-3.22%
-$616,417.56 
AMD Advanced Micro Devices, Inc.
-3.19%
-$212,507.23 
SPIR Spire Global Inc.
-3.13%
-$335,642.81 
GEV GE Vernova Inc.
-3.08%
-$191,202.2 
NBIS Nebius Group N.V.
-3.06%
-$8,230.79 
CIEN Ciena Corporation
-3.06%
-$11,132.01 
DDOG Datadog, Inc. Class A Common Stock
-2.9%
-$17,565.58 
CRDO Credo Technology Group Holding Ltd.
-2.83%
-$5,983.43 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$48,808.69 
CDNS Cadence Design Systems, Inc.
-2.55%
-$16,571.71 
AVGO Broadcom Inc.
-2.53%
-$281,642.76 
APH Amphenol Corporation
-2.37%
-$68,921.44 
FTNT Fortinet Inc.
-2.13%
-$17,651.77 
NVDA NVIDIA Corporation
-1.89%
-$689,980.95 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-1.48%
-$538,303.79 
SNOW Snowflake Inc.
-1.3%
-$10,252.92 
TXN Texas Instruments Inc
-1.23%
-$22,394.33 
PANW Palo Alto Networks, Inc.
-1.22%
-$26,623.59 
MU Micron Technology, Inc.
-1.16%
-$85,699.06 
ADI Analog Devices, Inc.
-0.93%
-$13,134.71 
MPWR Monolithic Power Systems, Inc.
-0.89%
-$3,665.28 
TEL TE Connectivity plc
-0.62%
-$2,753.61 
PLTR Palantir Technologies Inc.
-0.57%
-$17,758.92 
ON ON Semiconductor Corporation
-0.38%
-$784 
AAPL Apple Inc.
-0.29%
-$104,983.95 
PL PLANET LABS PBC
-0.04%
-$4,123.66 
AXSM Axsome Therapeutics, Inc.
-0.03%
-$3,652 Events
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Dividends
Dividend Analysis
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No Data
| Trades 264 | Longs Won 146/264 55% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.19M |
| Average Win $2.28M | Best Trade (Jun 29) $15.23M | Sharpe Ratio -11.69 |
| Average Loss -$1.29M | Worst Trade (Oct 15) -$11.51M | Z-Score -0.88 (61.85%) |
| Commissions $0 | Avg. Trade Length 5m 1w 2d | Expectancy $684,166.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 420 | 378 | 336 | 294 | 252 | 210 | 168 | 126 | 84 | 42 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 104,985 | $29.94M | $35.9M | - | $5.96M | 19.92% | -0.292% |
| ACN Accenture plc Class A | 4,350 | $541,314 | $974,595.75 | - | $433,281.75 | 80.04% | +4.226% |
| ADBE Adobe Inc. | 2,810 | $576,106 | $702,935.55 | - | $126,829.55 | 22.01% | +3.937% |
| ADI Analog Devices, Inc. | 3,484 | $1.11M | $1.39M | - | $284,503.53 | 25.67% | -0.934% |
| ADSK Autodesk, Inc. | 1,514 | $294,352 | $368,606.01 | - | $74,254.01 | 25.23% | +5.332% |
| AEHR Aehr Test Systems | 249,000 | $23.92M | $16.69M | - | -$7.23M | -30.21% | -6.225% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 964 | $465,631 | $279,396.12 | - | -$186,234.88 | -40% | -3.48% |
| AMAT Applied Materials, Inc. | 5,670 | $1.94M | $2.43M | - | $488,583.77 | 25.21% | -4.18% |
| AMD Advanced Micro Devices, Inc. | 11,657 | $6.77M | $6.44M | - | -$330,126.37 | -4.88% | -3.194% |
| ANET Arista Networks, Inc. | 7,625 | $1.3M | $1.39M | - | $98,210 | 7.58% | -6.478% |
| APH Amphenol Corporation | 35,164 | $1.55M | $2.84M | - | $1.29M | 83.14% | -2.37% |
| APP AppLovin Corporation Class A Common Stock | 1,648 | $849,099 | $455,622.56 | - | -$393,476.44 | -46.34% | +5.446% |
| AVGO Broadcom Inc. | 32,151 | $11.71M | $10.85M | - | -$856,663.07 | -7.32% | -2.53% |
| AXSM Axsome Therapeutics, Inc. | 73,040 | $17.88M | $11.84M | - | -$6.03M | -33.75% | -0.031% |
| BE Bloom Energy Corporation | 85,210 | $7.35M | $19.69M | - | $12.33M | 167.72% | -3.455% |
| BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 | 176,135 | $40.33M | $35.97M | - | -$4.36M | -10.81% | -1.475% |
| CDNS Cadence Design Systems, Inc. | 1,974 | $740,882 | $633,782.31 | - | -$107,099.69 | -14.46% | -2.548% |
| CIEN Ciena Corporation | 1,012 | $392,888.75 | $352,783.2 | - | -$40,105.55 | -10.21% | -3.059% |
| CLS Celestica Inc. | 821 | $299,316 | $252,843.37 | - | -$46,472.63 | -15.53% | -4.748% |
| COHR Coherent Corp. | 74,725 | $11.94M | $18.2M | - | $6.26M | 52.44% | -7.508% |
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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 - $20.87M, 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 $1.39M earned over time. The largest contributors to dividend income include Broadcom Inc - $227,269.51, Lam Research Corporation - $166,804.79, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $148,605.1, 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.
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