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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CTS CTS CORP Technology 4,690.0 $224K 0.02% NEW $47.76 +25.4%
262 FORTINET INC 2,724.0 $223K 0.02% NEW $81.72
263 CCB COASTAL FINANCIAL CORP/WA Financial Services 2,910.0 $221K 0.02% NEW $76.10 -7.7%
264 CPF CENTRAL PACIFIC FINANCIAL CO Financial Services 6,925.0 $221K 0.02% NEW $31.96 +8.9%
265 EQT EQT CORP Energy 3,394.0 $216K 0.02% NEW $63.64 -9.3%
266 LINE LINEAGE INC Real Estate 6,422.0 $210K 0.02% NEW $32.76 +22.3%
267 TFSL TFS FINANCIAL CORP Financial Services 14,804.0 $208K 0.02% NEW $14.05 +12.0%
268 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 12,731.0 $208K 0.02% NEW $16.32 -6.4%
269 DCO DUCOMMUN INC Industrials 1,694.0 $207K 0.02% NEW $122.00 +17.1%
270 PLAB PHOTRONICS INC Technology 4,968.0 $201K 0.02% NEW $40.41 +23.3%
271 PVLA PALVELLA THERAPEUTICS INC Healthcare 1,606.0 $200K 0.02% NEW $124.65 -7.3%
272 BANC BANC OF CALIFORNIA INC Financial Services 11,038.0 $194K 0.02% NEW $17.58 +7.0%
273 PAR PAR TECHNOLOGY CORP/DEL Technology 14,479.0 $193K 0.02% NEW $13.33 +6.5%
274 AESI ATLAS ENERGY SOLUTIONS INC Energy 12,017.0 $158K 0.01% NEW $13.12 +48.4%
275 WBTN WEBTOON ENTERTAINMENT INC Technology 16,650.0 $153K 0.01% NEW $9.19 +26.7%
276 IMMUNITYBIO INC 19,781.0 $152K 0.01% NEW $7.67
277 SVRA SAVARA INC Healthcare 27,179.0 $148K 0.01% NEW $5.46 -7.0%
278 MGNI MAGNITE INC Communication Services 11,687.0 $139K 0.01% NEW $11.88 +11.0%
279 NVCR NOVOCURE LTD Healthcare 12,532.0 $137K 0.01% NEW $10.90 +64.2%
280 PTRN PATTERN GROUP INC-CL A Technology 10,270.0 $128K 0.01% NEW $12.43 +41.4%
Page 14 of 15  ·  284 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%