Number of Shares
41,822.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
3.59%
Total Estimate Gain
$3.71 Mil
% of Total Estimate Gain
55.54%

DF Dent Small Cap Growth Fund's Hamilton Lane Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 41,822.00 shares of Hamilton Lane Inc(HLNE), totaling $6.22 Mil. This investment constitutes 3.59% of their stock portfolio, and FORUM FUNDS now holds 0.1% of the outstanding Hamilton Lane Inc(HLNE) stock.

The initial trade took place in 2020Q1. And since then DF Dent Small Cap Growth Fund has made 12 purchases of HLNE, at an average price of $95.28, for a total of 70,175.00 shares. In addition, there have been 7 sales at an average price of $138.69 for 28,353.00 shares. Based on historical transaction data and HLNE's current price of $154.64, DF Dent Small Cap Growth Fund's estimated gain on his HLNE holdings is $3.71 Mil, reflecting a 55.54% gain to date.

DF Dent Small Cap Growth Fund HLNE ($154.64) Holding Chart

DF Dent Small Cap Growth Fund HLNE ($154.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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