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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 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BFLY BUTTERFLY NETWORK INC Healthcare 84,477.0 $711K 0.05% NEW $8.42 +6.3%
222 TROX TRONOX HOLDINGS PLC Basic Materials 109,005.0 $687K 0.04% NEW $6.30 -14.4%
223 VOYA VOYA FINANCIAL INC Financial Services 7,524.0 $681K 0.04% NEW $90.53 +9.5%
224 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,332.0 $679K 0.04% NEW $81.51 +6.4%
225 PARR PAR PACIFIC HOLDINGS INC Energy 12,074.0 $677K 0.04% NEW $56.08 +32.5%
226 UNH UNITEDHEALTH GROUP INC Healthcare 1,618.0 $672K 0.04% NEW $415.63 -4.1%
227 IFF INTL FLAVORS & FRAGRANCES Basic Materials 8,322.0 $659K 0.04% NEW $79.22 +8.3%
228 IT GARTNER INC Technology 5,036.0 $653K 0.04% NEW $129.62 +56.4%
229 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 55,185.0 $652K 0.04% NEW $11.81 -17.3%
230 CELH CELSIUS HOLDINGS INC Consumer Defensive 22,180.0 $649K 0.04% NEW $29.28 +19.6%
231 ELF ELF BEAUTY INC Consumer Defensive 8,620.0 $638K 0.04% NEW $74.00 +43.2%
232 CRWD CROWDSTRIKE HOLDINGS INC - A Technology 823.0 $628K 0.04% NEW $190.78 -0.1%
233 GCT GIGACLOUD TECHNOLOGY INC - A Technology 19,856.0 $627K 0.04% NEW $31.60 +59.8%
234 BHE BENCHMARK ELECTRONICS INC Technology 6,316.0 $623K 0.04% NEW $98.67 -27.3%
235 PFBC PREFERRED BANK/LOS ANGELES Financial Services 5,809.0 $617K 0.04% NEW $106.26 -2.1%
236 NHC NATIONAL HEALTHCARE CORP Healthcare 2,867.0 $606K 0.04% NEW $211.36 +8.1%
237 EVLV EVOLV TECHNOLOGIES HOLDINGS Industrials 103,619.0 $601K 0.04% NEW $5.80 -9.5%
238 HPQ HP INC Technology 27,256.0 $598K 0.04% NEW $21.94 +30.3%
239 KVYO KLAVIYO INC-A Technology 38,769.0 $585K 0.04% NEW $15.10 +20.5%
240 CVI CVR ENERGY INC Energy 21,036.0 $579K 0.04% NEW $27.54 +38.1%
Page 12 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%