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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 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOVT NOVANTA INC Technology 8,076.0 $954K 0.09% NEW $118.11 +31.1%
102 HYCROFT MINING HOLDING CO-A 26,829.0 $944K 0.08% NEW $35.20
103 WGS GENEDX HOLDINGS CORP Healthcare 14,656.0 $941K 0.08% NEW $64.22 -30.3%
104 BIO BIO-RAD LABORATORIES-A Healthcare 3,344.0 $932K 0.08% NEW $278.75 +2.9%
105 NSC NORFOLK SOUTHERN CORP Industrials 3,238.0 $929K 0.08% NEW $287.00 +8.5%
106 REZI RESIDEO TECHNOLOGIES INC Industrials 27,219.0 $918K 0.08% NEW $33.71 -14.2%
107 QLYS QUALYS INC Technology 10,419.0 $915K 0.08% NEW $87.85 +14.5%
108 CXT CRANE NXT CO Industrials 22,151.0 $899K 0.08% NEW $40.59 -1.3%
109 VSH VISHAY INTERTECHNOLOGY INC Technology 49,478.0 $891K 0.08% NEW $18.00 +123.1%
110 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 18,994.0 $876K 0.08% NEW $46.14 +11.4%
111 AVTR AVANTOR INC Healthcare 110,848.0 $869K 0.08% NEW $7.84 +0.4%
112 GRDN GUARDIAN PHRMCY SERVICES-A Healthcare 22,978.0 $865K 0.08% NEW $37.66 +1.9%
113 CORT CORCEPT THERAPEUTICS INC Healthcare 21,449.0 $865K 0.08% NEW $40.31 +48.1%
114 BLK BLACKROCK INC Financial Services 891.0 $857K 0.08% NEW $961.71 +10.6%
115 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 9,063.0 $847K 0.07% NEW $93.48 -5.5%
116 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 2,913.0 $846K 0.07% NEW $290.49 -0.1%
117 EXEL EXELIXIS INC Healthcare 19,599.0 $841K 0.07% NEW $42.89 +15.8%
118 AMKR AMKOR TECHNOLOGY INC Technology 18,587.0 $837K 0.07% NEW $45.03 +46.3%
119 VNOM VIPER ENERGY INC-CL A Energy 17,576.0 $826K 0.07% NEW $46.99 +1.5%
120 A AGILENT TECHNOLOGIES INC Healthcare 7,018.0 $800K 0.07% NEW $113.98 +0.7%
Page 6 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%