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Latest FORA Capital, LLC Stock Portfolio

$1.36Billion– No. of Holdings #413

FORA Capital, LLC Performance:
2026 Q1: -11.5%YTD: -11.5%2025: 8.27%
Performance for 2026 Q1 is -11.5%, and YTD is -11.5%, and 2025 is 8.27%.

About FORA Capital, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, FORA Capital, LLC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of FORA Capital, LLC are BSX, ORCL, SOFI. The fund has invested 1.7% of it's portfolio in BOSTON SCIENTIFIC CORP and 1.7% of portfolio in ORACLE CORP.

The fund managers got completely rid off NETFLIX INC (NFLX), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and GE VERNOVA INC stocks. They significantly reduced their stock positions in CITIGROUP INC (C), CHUBB LTD SWITZ (CB) and COSTCO WHOLESALE CORPORATION (COST). FORA Capital, LLC opened new stock positions in BARRICK MNG CORP, NEWMONT CORP (NEM) and PETROLEO BRASILEIRO S A (PBR). The fund showed a lot of confidence in some stocks as they added substantially to MOLINA HEALTHCARE INC (MOH), BOSTON SCIENTIFIC CORP (BSX) and SYNOPSYS INC (SNPS).
FORA Capital, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

FORA Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that FORA Capital, LLC made a return of -11.5% in the last quarter. In trailing 12 months, it's portfolio return was -0.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
barrick mng corp23,024,900
newmont corp17,317,200
petroleo brasileiro s a14,812,100
asml hldg nv14,613,100
unitedhealth group inc13,068,500
fedex corp12,583,500
automatic data processing in10,698,900
bitmine immersion tecnologie10,227,700
New stocks bought by FORA Capital, LLC

Additions

Ticker% Inc.
molina healthcare inc92,358
boston scientific corp3,043
synopsys inc2,382
armstrong world inds inc new1,956
warner bros discovery inc1,760
pentair plc1,456
cummins inc1,171
oracle corp993
Additions to existing portfolio by FORA Capital, LLC

Reductions

Ticker% Reduced
citigroup inc-93.15
chubb ltd switz-89.78
costco wholesale corporation-87.48
coca cola cons inc-83.41
citizens finl group inc-83.16
dollar gen corp-82.9
nuscale pwr corp-82.62
public svc enterprise group-82.31
FORA Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
terawulf inc-4,633,730
rivian automotive inc-4,767,790
snap inc-1,087,170
southwest airls co-5,120,130
truist finl corp-5,794,970
primo brands corporation-1,423,690
planet labs pbc-1,794,930
james hardie inds plc-1,400,600
FORA Capital, LLC got rid off the above stocks

Sector Distribution

FORA Capital, LLC has about 22.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Basic Materials
  • Energy
  • Consumer Defensive
  • Real Estate
Sector%
Technology22.8
Others19.2
Industrials14
Financial Services8.8
Communication Services8.5
Healthcare7.4
Consumer Cyclical6.2
Basic Materials4.8
Energy4.7
Consumer Defensive1.8
Real Estate1.2

Market Cap. Distribution

FORA Capital, LLC has about 68.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP52.1
UNALLOCATED19.3
MEGA-CAP16.7
MID-CAP11.3

Stocks belong to which Index?

About 59.7% of the stocks held by FORA Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50051.9
Others40.3
RUSSELL 20007.8
Top 5 Winners (%)%
AMPX
amprius technologies inc
105.9 %
sandisk corp
102.5 %
LITE
lumentum hldgs inc
78.2 %
CB
chubb ltd switz
75.6 %
ACM
aecom
71.9 %
Top 5 Winners ($)$
sandisk corp
11.2 M
WDC
western digital corp
4.7 M
XOM
exxon mobil corp
4.2 M
MU
micron technology inc
4.0 M
CAT
caterpillar inc
3.4 M
Top 5 Losers (%)%
MOH
molina healthcare inc
-95.2 %
TROW
price t rowe group inc
-48.5 %
MNDY
monday com ltd
-44.5 %
INTC
intel corp
-42.8 %
PGY
pagaya technologies ltd
-42.6 %
Top 5 Losers ($)$
MOH
molina healthcare inc
-172.8 M
SOFI
sofi technologies inc
-10.2 M
HOOD
robinhood mkts inc
-7.0 M
TTD
the trade desk inc
-6.4 M
RBLX
roblox corp
-5.5 M

FORA Capital, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FORA Capital, LLC

FORA Capital, LLC has 413 stocks in it's portfolio. About 16.6% of the portfolio is in top 10 stocks. MOH proved to be the most loss making stock for the portfolio. was the most profitable stock for FORA Capital, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions