Titelia

Holdings of DF DENT PREMIER GROWTH FUND

FORUM FUNDS ·37 declared positions · as of Mar 31, 2026

Original filing · Net assets 187.1M $ · Ten largest lines: 45 % of the equity sleeve

Sector breakdown

  • Technology 24.6 %
  • Financials 15.7 %
  • Industrials 9.3 %
  • Communication 9.1 %
  • Consumer discretionary 7.5 %
  • Materials 7.4 %
  • Health care 6.2 %
  • Real estate 2.8 %
  • Unattributed 17.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.1 %
  • NL 2.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US36182M $97.15 %
2NL15.3M $2.85 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 62,58113M $6.96 %
2Alphabet Inc 42,57712.2M $6.53 %
3Visa Inc 30,0129.1M $4.85 %
4Mastercard Inc 18,0979M $4.83 %
5Microsoft Corp 21,0247.8M $4.16 %
6HEICO Corp 35,9577.6M $4.06 %
7Monolithic Power Systems Inc 6,3927M $3.73 %
8TransDigm Group Inc 5,7956.7M $3.59 %
9Vulcan Materials Co 22,7326.2M $3.31 %
10Motorola Solutions Inc 13,2005.7M $3.06 %
11ASML Holding NV 4,0445.3M $2.85 %
12Danaher Corp 28,0075.3M $2.84 %
13CBRE Group Inc 38,4905.2M $2.79 %
14Uber Technologies Inc 69,4325M $2.67 %
15Netflix Inc 51,2054.9M $2.63 %
16Moody's Corp 11,0004.8M $2.56 %
17Waste Connections Inc 29,2774.8M $2.54 %
18Procore Technologies Inc 82,5724.7M $2.51 %
19Apple Inc 18,4804.7M $2.51 %
20Guidewire Software Inc 31,3244.7M $2.50 %
21Veeva Systems Inc 26,6274.7M $2.50 %
22Cadence Design Systems Inc 16,6894.6M $2.48 %
23Perimeter Solutions Inc 188,0364.6M $2.45 %
24Tyler Technologies Inc 13,3634.6M $2.44 %
25Intuitive Surgical Inc 9,3204.3M $2.30 %
26Broadcom Inc 13,8004.3M $2.28 %
27Sherwin-Williams Co/The 13,2164.2M $2.26 %
28Ecolab Inc 12,8053.4M $1.82 %
29S&P Global Inc 7,5993.2M $1.73 %
30MSCI Inc 5,9823.2M $1.72 %
31Kinsale Capital Group Inc 8,2832.8M $1.51 %
32Bio-Techne Corp 52,2322.7M $1.46 %
33Thermo Fisher Scientific Inc 4,2742.1M $1.12 %
34CoStar Group Inc 45,9901.9M $0.99 %
35Amphenol Corp 14,0811.8M $0.95 %
36Copart Inc 28,000929.6K $0.50 %
37ServiceNow Inc 1,900198.6K $0.11 %