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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 14 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SYRE SPYRE THERAPEUTICS INC Healthcare 5,192.0 $461K 0.03% NEW $88.78 +19.5%
262 NTCT NETSCOUT SYSTEMS INC Technology 10,395.0 $453K 0.03% NEW $43.55 -13.0%
263 FNF FIDELITY NATIONAL FINANCIAL Financial Services 9,515.0 $449K 0.03% NEW $47.16 +0.4%
264 PRAXIS PRECISION MEDICINES I 1,331.0 $446K 0.03% NEW $334.79
265 ADT ADT INC Industrials 68,304.0 $444K 0.03% NEW $6.50 +14.4%
266 COUR COURSERA INC Consumer Defensive 78,290.0 $442K 0.03% NEW $5.64 +9.8%
267 SAH SONIC AUTOMOTIVE INC-CLASS A Consumer Cyclical 5,200.0 $441K 0.03% NEW $84.79 -10.1%
268 HUBG HUB GROUP INC-CL A Industrials 9,893.0 $433K 0.03% NEW $43.79 -8.4%
269 LIONSGATE STUDIOS CORP 27,942.0 $428K 0.03% NEW $15.31
270 MYRG MYR GROUP INC/DELAWARE Industrials 828.0 $414K 0.03% NEW $500.40 -39.2%
271 SATL SATELLOGIC INC-A Technology 70,622.0 $404K 0.03% NEW $5.72 -4.4%
272 CRY ARTIVION INC 17,896.0 $402K 0.03% NEW $22.47 -22.3%
273 NTRS NORTHERN TRUST CORP Financial Services 2,283.0 $397K 0.03% NEW $173.84 +7.7%
274 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 13,286.0 $395K 0.03% NEW $29.75 +18.9%
275 KODK EASTMAN KODAK CO Industrials 42,178.0 $390K 0.03% NEW $9.25 +6.3%
276 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 49,697.0 $387K 0.03% NEW $7.79 +9.0%
277 GRND GRINDR INC Technology 26,558.0 $382K 0.03% NEW $14.37 +9.8%
278 CR CRANE CO Industrials 1,707.0 $381K 0.03% NEW $223.07 -6.7%
279 JOBY JOBY AVIATION INC Industrials 42,509.0 $379K 0.02% NEW $8.92 -16.8%
280 TALO TALOS ENERGY INC Energy 29,250.0 $378K 0.02% NEW $12.91 +32.7%
Page 14 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%