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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.5B AUM 777 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 326 New 285 Added 164 Reduced 315 Exited
Page 12 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PAGAYA TECHNOLOGIES LTD -A 67,375.0 $1.2M 0.08% +44K +184.2% $18.25
222 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 90,727.0 $1.2M 0.08% +76K +498.7% $13.53 -8.5%
223 NVCR NOVOCURE LTD Healthcare 79,908.0 $1.2M 0.08% +67K +537.6% $15.15 +12.9%
224 MGY MAGNOLIA OIL & GAS CORP - A Energy 47,071.0 $1.2M 0.08% +25K +109.3% $25.58 +10.0%
225 VENTURE GLOBAL INC-CL A 107,677.0 $1.2M 0.08% +81K +304.4% $11.13
226 WAT WATERS CORP Healthcare 3,174.0 $1.2M 0.08% +2K +232.4% $375.04 +9.5%
227 VIKING HOLDINGS LTD 11,135.0 $1.2M 0.07% +921.0 +9.0% $104.67
228 GTES GATES INDUSTRIAL CORP PLC Industrials 41,307.0 $1.2M 0.07% +25K +152.8% $27.97 -7.4%
229 OI O-I GLASS INC Consumer Cyclical 119,288.0 $1.1M 0.07% +54K +82.8% $9.63 -25.5%
230 UAA UNDER ARMOUR INC-CLASS A Consumer Cyclical 174,577.0 $1.1M 0.07% +100K +134.7% $6.39 -15.6%
231 GIII G-III APPAREL GROUP LTD Consumer Cyclical 32,207.0 $1.1M 0.07% +9K +40.9% $33.71 +0.2%
232 RVLV REVOLVE GROUP INC Consumer Cyclical 46,777.0 $1.1M 0.07% +2K +5.6% $22.89 +3.8%
233 TCBK TRICO BANCSHARES Financial Services 19,832.0 $1.1M 0.07% +9K +91.2% $53.85 +2.3%
234 AGM FEDERAL AGRIC MTG CORP-CL C Financial Services 5,141.0 $1.0M 0.07% +652.0 +14.5% $199.27 +10.8%
235 GRMN GARMIN LTD Technology 4,215.0 $1.0M 0.07% +1K +39.3% $237.54 +24.1%
236 INSM INSMED INC Healthcare 9,356.0 $998K 0.06% +7K +280.6% $106.62 +18.0%
237 BAX BAXTER INTERNATIONAL INC Healthcare 46,634.0 $994K 0.06% +21K +78.8% $21.32 +23.5%
238 WDC WESTERN DIGITAL CORP Technology 1,554.0 $993K 0.06% +467.0 +43.0% $638.72 -28.1%
239 ONDS ONDAS INC Technology 118,594.0 $977K 0.06% +99K +516.7% $8.24 +5.7%
240 REX REX AMERICAN RESOURCES CORP Basic Materials 21,495.0 $970K 0.06% +12K +115.5% $45.15 -1.1%
Page 12 of 15  ·  285 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.1%
Industrials 17.6%
Technology 15.3%
Consumer Cyclical 11.0%
Healthcare 9.3%
Consumer Defensive 6.1%
Energy 5.9%
Utilities 4.8%
Basic Materials 4.1%
Communication Services 3.4%