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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 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TPR TAPESTRY INC Consumer Cyclical 3,920.0 $574K 0.04% NEW $146.38 -9.7%
242 CRUS CIRRUS LOGIC INC Technology 3,792.0 $563K 0.04% NEW $148.53 -24.8%
243 ORCL ORACLE CORP Technology 3,830.0 $561K 0.04% NEW $146.55 -2.8%
244 OLN OLIN CORP Basic Materials 27,676.0 $549K 0.04% NEW $19.82 -11.4%
245 USPH U.S. PHYSICAL THERAPY INC Healthcare 7,866.0 $540K 0.04% NEW $68.68 +12.7%
246 RMBS RAMBUS INC Technology 4,030.0 $535K 0.04% NEW $132.74 -34.4%
247 INSTALLED BUILDING PRODUCTS 2,327.0 $535K 0.04% NEW $229.84
248 HOMB HOME BANCSHARES INC Financial Services 18,139.0 $518K 0.03% NEW $28.55 +5.3%
249 ICHR ICHOR HOLDINGS LTD Technology 4,605.0 $517K 0.03% NEW $112.28 -49.3%
250 PRCT PROCEPT BIOROBOTICS CORP Healthcare 22,708.0 $513K 0.03% NEW $22.58 -5.9%
251 VAL VALARIS LTD Energy 7,055.0 $512K 0.03% NEW $72.60 +18.2%
252 SSD SIMPSON MANUFACTURING CO INC Industrials 2,434.0 $510K 0.03% NEW $209.35 -10.4%
253 WLK WESTLAKE CORP Basic Materials 6,817.0 $498K 0.03% NEW $73.00 +4.8%
254 STEP STEPSTONE GROUP INC-CLASS A Financial Services 11,883.0 $491K 0.03% NEW $41.36 +19.0%
255 ATEX ANTERIX INC Communication Services 4,720.0 $486K 0.03% NEW $102.94 -12.2%
256 NN NEXTNAV INC Communication Services 27,204.0 $485K 0.03% NEW $17.83 -11.4%
257 IONQ IONQ INC Technology 9,040.0 $481K 0.03% NEW $53.26 -22.9%
258 CARG CARGURUS INC Consumer Cyclical 13,944.0 $475K 0.03% NEW $34.09 +9.2%
259 BOX BOX INC - CLASS A Technology 17,805.0 $473K 0.03% NEW $26.54 +26.1%
260 ACMR ACM RESEARCH INC-CLASS A Technology 3,657.0 $464K 0.03% NEW $126.89 -39.0%
Page 13 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%