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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 10 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NWE NORTHWESTERN ENERGY GROUP IN Utilities 13,382.0 $958K 0.06% NEW $71.62 -2.7%
182 ZWS ZURN ELKAY WATER SOLUTIONS C Industrials 18,953.0 $958K 0.06% NEW $50.53 -3.3%
183 ASST STRIVE INC-A Communication Services 87,137.0 $951K 0.06% NEW $10.91 +80.8%
184 SMG SCOTTS MIRACLE-GRO CO Basic Materials 13,905.0 $947K 0.06% NEW $68.11 -10.9%
185 PGNY PROGYNY INC Healthcare 32,774.0 $945K 0.06% NEW $28.83 -11.7%
186 HALO HALOZYME THERAPEUTICS INC Healthcare 12,058.0 $944K 0.06% NEW $78.27 +38.8%
187 CMS CMS ENERGY CORP Utilities 12,125.0 $928K 0.06% NEW $76.50 -10.6%
188 SOMNIGROUP INTERNATIONAL INC 11,813.0 $926K 0.06% NEW $78.40
189 NSSC NAPCO SECURITY TECHNOLOGIES Industrials 24,143.0 $917K 0.06% NEW $37.98 -1.0%
190 RUM RUM GROUP INC Technology 141,886.0 $900K 0.06% NEW $6.34 +47.6%
191 ROG ROGERS CORP Technology 5,484.0 $898K 0.06% NEW $163.73 -25.0%
192 GH GUARDANT HEALTH INC Healthcare 5,920.0 $888K 0.06% NEW $150.03 +8.8%
193 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,784.0 $886K 0.06% NEW $496.73 +10.2%
194 ESNT ESSENT GROUP LTD Financial Services 13,682.0 $879K 0.06% NEW $64.28 +6.5%
195 NTNX NUTANIX INC - A Technology 17,223.0 $878K 0.06% NEW $50.96 +30.8%
196 PRK PARK NATIONAL CORP Financial Services 4,765.0 $872K 0.06% NEW $182.99 +11.2%
197 NBR NABORS INDUSTRIES LTD Energy 10,338.0 $868K 0.06% NEW $84.01 +5.5%
198 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 8,479.0 $864K 0.06% NEW $101.88 +12.2%
199 VRNS VARONIS SYSTEMS INC Technology 20,531.0 $861K 0.06% NEW $41.96 -2.2%
200 LH LABCORP HOLDINGS INC Healthcare 3,042.0 $852K 0.06% NEW $280.00 +21.2%
Page 10 of 17  ·  326 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%