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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 14 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CTS CTS CORP Technology 10,490.0 $684K 0.04% +6K +123.7% $65.19 -11.4%
262 MA MASTERCARD INC - A Financial Services 1,321.0 $678K 0.04% +685.0 +107.7% $513.60 +13.1%
263 OKLO OKLO INC Utilities 12,658.0 $662K 0.04% +4K +49.7% $52.33 -19.6%
264 ACHR ARCHER AVIATION INC-A Industrials 133,993.0 $634K 0.04% +61K +84.5% $4.73 +33.2%
265 AVT AVNET INC Technology 6,912.0 $614K 0.04% +3K +64.7% $88.82 -0.2%
266 ENOV ENOVIS CORP Industrials 28,759.0 $595K 0.04% +15K +108.2% $20.70 +25.9%
267 RDW REDWIRE CORP Industrials 48,331.0 $591K 0.04% +5K +10.5% $12.23 -1.7%
268 AMCOR PLC 13,635.0 $591K 0.04% +463.0 +3.5% $43.35
269 FRSH FRESHWORKS INC-CL A Technology 58,359.0 $591K 0.04% +16K +38.2% $10.12 +28.3%
270 TFSL TFS FINANCIAL CORP Financial Services 30,958.0 $549K 0.04% +16K +109.1% $17.72 -0.5%
271 JBI JANUS INTERNATIONAL GROUP IN Industrials 96,588.0 $536K 0.04% +42K +76.6% $5.55 -7.9%
272 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 16,866.0 $527K 0.03% +5K +40.4% $31.24 +1.7%
273 STRA STRATEGIC EDUCATION INC Consumer Defensive 6,875.0 $527K 0.03% +4K +110.9% $76.62 +8.9%
274 META META PLATFORMS INC-CLASS A Communication Services 932.0 $525K 0.03% +344.0 +58.5% $563.29 -2.4%
275 DAR DARLING INGREDIENTS INC Consumer Defensive 9,394.0 $513K 0.03% +6K +178.9% $54.62 +20.4%
276 MRTN MARTEN TRANSPORT LTD Industrials 29,300.0 $508K 0.03% +4K +15.1% $17.35 -13.9%
277 AES AES CORP Utilities 32,438.0 $476K 0.03% +22K +211.2% $14.66 +0.8%
278 GLOB GLOBANT SA Technology 16,336.0 $473K 0.03% +7K +79.8% $28.94 +36.9%
279 INSP INSPIRE MEDICAL SYSTEMS INC Healthcare 10,300.0 $459K 0.03% +5K +87.0% $44.61 +39.8%
280 VERX VERTEX INC - CLASS A Technology 39,270.0 $451K 0.03% +28K +244.8% $11.48 +17.3%
Page 14 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%