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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 13 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMR EMERSON ELECTRIC CO Industrials 6,428.0 $920K 0.06% +5K +240.1% $143.15 +9.8%
242 FUL H.B. FULLER CO. Basic Materials 15,641.0 $912K 0.06% +8K +107.9% $58.29 +0.7%
243 CNM CORE & MAIN INC-CLASS A Industrials 18,870.0 $910K 0.06% +5K +37.8% $48.25 -7.0%
244 WT WISDOMTREE INC Financial Services 53,431.0 $905K 0.06% +8K +16.9% $16.94 +38.8%
245 BY BYLINE BANCORP INC Financial Services 23,561.0 $887K 0.06% +11K +88.7% $37.66 +1.6%
246 AMRC AMERESCO INC-CL A Industrials 31,823.0 $878K 0.06% +3K +12.1% $27.60 -22.5%
247 QS QUANTUMSCAPE CORP Consumer Cyclical 113,758.0 $860K 0.06% +22K +23.9% $7.56 -20.9%
248 WWD WOODWARD INC Industrials 1,974.0 $840K 0.05% +1K +122.8% $425.44 -19.3%
249 STGW STAGWELL INC Communication Services 113,003.0 $840K 0.05% +43K +62.4% $7.43 +17.4%
250 CERT CERTARA INC Healthcare 126,494.0 $829K 0.05% +64K +103.6% $6.55 +28.7%
251 PEGA PEGASYSTEMS INC Technology 27,097.0 $812K 0.05% +19K +224.2% $29.97 +12.0%
252 NTSK NETSKOPE INC-CL A Technology 70,286.0 $769K 0.05% +35K +100.0% $10.94 +32.6%
253 APAM ARTISAN PARTNERS ASSET MA -A Financial Services 21,899.0 $756K 0.05% +3K +13.2% $34.53 +22.4%
254 LASR NLIGHT INC Technology 10,307.0 $718K 0.05% +5K +104.4% $69.62 -31.9%
255 TSLA TESLA INC Consumer Cyclical 1,688.0 $710K 0.05% +505.0 +42.7% $420.60 -13.7%
256 ATKR ATKORE INC Industrials 9,170.0 $697K 0.04% +5K +102.0% $76.04 +23.1%
257 DOCS DOXIMITY INC-CLASS A Healthcare 33,426.0 $693K 0.04% +18K +116.5% $20.74 +22.1%
258 ABNB AIRBNB INC-CLASS A Consumer Cyclical 4,837.0 $692K 0.04% +2K +94.9% $143.10 +30.9%
259 LIND LINDBLAD EXPEDITIONS HOLDING Consumer Cyclical 24,463.0 $691K 0.04% +11K +87.7% $28.24 +10.1%
260 LW LAMB WESTON HOLDINGS INC Consumer Defensive 15,890.0 $686K 0.04% +8K +91.2% $43.18 +24.3%
Page 13 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%