ABSOLUTE FLEXIBLE FUND
FORUM FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2023 → Jun 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
INFINERA CORP REGD CONVERTIBLE 2.50000000 0 1,250,000 1,250,000 5.13% $1.16M
NXGN 3.75 11/15/27 0 1,000,000 1,000,000 4.31% $974.50K
NUVASIVE INC REGD CONVERTIBLE 0.37500000 0 500,000 500,000 2.00% $452.50K
GoPro, Inc. 0 400,000 400,000 1.57% $355.00K
INSMED INC CONV 0.75% 06/01/2028 0 42,000 42,000 0.16% $35.44K
NEXTGEN HEALTHCARE INC 0 -21,800 -21,800 -1.56% -$353.60K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
INFN 2.125 09/01/24 1,000,000 0 -1,000,000 0.00% -$1.02M
Lumentum Holdings, Inc. 1,000,000 0 -1,000,000 0.00% -$870.00K
LUMENTUM HOLDINGS INC -4,700 0 4,700 0.00% $253.85K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
FIRST AM-TR OB-X 192,033 3,257,159 3,065,127 14.39% $3.07M
PetIQ, Inc. 900,000 1,150,000 250,000 4.71% $276.31K
BSY 0.375 07/01/27 1,000,000 1,057,000 57,000 4.24% $110.76K
DROPBOX INC ZERO COUPON 03/01/2026 562,000 1,000,000 438,000 4.19% $442.85K
BRIDGEBIO PHARMA INC CONV 2.25% 02/01/2029 250,000 500,000 250,000 1.37% $147.60K
FIVE9 INC -2,000 -1,000 1,000 -0.36% $62.13K
ENVESTNET INC -2,500 -2,000 500 -0.52% $27.98K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
Veritone Inc 1,258,000 1,246,000 -12,000 3.61% -$50.57K
Five9 Inc (conv) 0.50% 06/01/2025 1,000,000 500,000 -500,000 2.14% -$439.81K
Fisker Inc 1,000,000 750,000 -250,000 1.52% -$143.41K
MAGNITE INC -100 -600 -500 -0.04% -$7.26K
BRIDGEBIO PHARMA INC -1,100 -2,450 -1,350 -0.19% -$23.90K
DROPBOX INC CL A -3,550 -7,230 -3,680 -0.85% -$116.07K
INFINERA CORP -17,700 -65,360 -47,660 -1.39% -$178.34K
ALTAIR ENGINEERING INC CL A -5,631 -5,900 -269 -1.98% -$41.40K
Security Shares Mar 2023 Shares Jun 2023 Δ shares End % Δ value
HLX 6.75 02/15/26 1,000,000 1,000,000 0 5.86% -$46.45K
Accuray, Inc. 1,000,000 1,000,000 0 4.33% $87.49K
Alteryx, Inc. 1,100,000 1,100,000 0 4.11% -$8.25K
ENVESTNET INC REGD CONVERTIBLE 0.75000000 1,000,000 1,000,000 0 4.08% $15.62K
IMAX Corp 1,000,000 1,000,000 0 4.06% -$22.01K
Itron, Inc. 1,000,000 1,000,000 0 3.94% $59.38K
Q2 HOLDINGS INC 0.125000% 11/15/2025 1,000,000 1,000,000 0 3.85% $41.78K
ALTR 1.75 06/15/27 700,000 700,000 0 3.76% $32.90K
MAGNITE INC CONV 0.25% 03/15/2026 1,000,000 1,000,000 0 3.76% $42.07K
CONFLUENT INC ZERO COUPON 01/15/2027 1,000,000 1,000,000 0 3.69% $40.39K
Perficient, Inc. 1,000,000 1,000,000 0 3.65% $25.60K
CryoPort Inc 1,000,000 1,000,000 0 3.54% $18.27K
BANDWIDTH INC SR UNSECURED 03/26 0.25 1,000,000 1,000,000 0 3.50% $10.65K
TECHTARGET INC/OLD ZERO COUPON 12/15/2026 1,000,000 1,000,000 0 3.47% $7.76K
Xometry, Inc. 1,000,000 1,000,000 0 3.34% $86.30K
Upwork, Inc. 890,000 890,000 0 3.20% $23.58K
JBT Marel Corporation, Convertible 632,000 632,000 0 2.66% $23.38K
Fastly Inc 500,000 500,000 0 1.83% $15.75K
FASTLY INC CL A -500 -500 0 -0.03% $995
Q2 HOLDINGS INC -800 -800 0 -0.11% -$5.02K
CRYOPORT INC -1,876 -1,876 0 -0.14% $12.66K
UPWORK INC -4,350 -4,350 0 -0.18% $8.61K
VERITONE INC -10,658 -10,658 0 -0.18% $20.36K
ALTERYX INC CL A -1,000 -1,000 0 -0.20% $13.44K
FISKER INC -10,000 -10,000 0 -0.25% $5.00K
CONFLUENT INC-A -1,600 -1,600 0 -0.25% -$17.98K
PERFICIENT INC -730 -730 0 -0.27% -$8.13K
TECHTARGET INC -3,000 -3,000 0 -0.41% $14.97K
XOMETRY INC-A -7,120 -7,120 0 -0.67% -$44.22K
BENTLEY SYSTEM-B -3,000 -3,000 0 -0.72% -$33.72K
JOHN BEAN TECHNOLOGIES CORP -1,400 -1,400 0 -0.75% -$16.81K
PETIQ INC CL A -11,400 -11,400 0 -0.76% -$42.52K
ITRON INC -2,415 -2,415 0 -0.77% -$40.21K
ACCURAY INC -50,000 -50,000 0 -0.86% -$45.00K
IMAX Corporation COM NPV -14,350 -14,350 0 -1.08% $31.43K
HELIX ENERGY SOL GRP INC -43,345 -43,345 0 -1.41% $15.60K

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