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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 15 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AXTI AXT INC Technology 6,145.0 $443K 0.03% +735.0 +13.6% $72.08 -1.9%
282 AA ALCOA CORP Basic Materials 7,724.0 $403K 0.03% +3K +61.7% $52.14 -0.6%
283 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 44,963.0 $385K 0.03% +6K +15.5% $8.57 +53.6%
284 AMPL AMPLITUDE INC-CLASS A Technology 50,216.0 $384K 0.03% +15K +44.6% $7.65 +73.7%
285 AVAV AEROVIRONMENT INC Industrials 1,974.0 $326K 0.02% +150.0 +8.2% $165.07 -2.9%
Page 15 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%