BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KNX KNIGHT-SWIFT TRANSPORTATION Industrials 22,913.0 $1.8M 0.12% NEW $77.87 -11.2%
102 CPNG COUPANG INC Consumer Cyclical 100,812.0 $1.8M 0.11% NEW $17.37 -5.4%
103 EZPW EZCORP INC-CL A Financial Services 50,525.0 $1.7M 0.11% NEW $34.57 +1.4%
104 GILD GILEAD SCIENCES INC Healthcare 13,799.0 $1.7M 0.11% NEW $126.34 +16.1%
105 BRC BRADY CORPORATION - CL A Industrials 18,979.0 $1.7M 0.11% NEW $91.57 +3.1%
106 KKR KKR & CO INC 18,753.0 $1.7M 0.11% NEW $91.78
107 OZK BANK OZK Financial Services 32,919.0 $1.7M 0.11% NEW $52.09 -5.3%
108 WBS WEBSTER FINANCIAL CORP Financial Services 22,042.0 $1.7M 0.11% NEW $76.42 +1.5%
109 CXM SPRINKLR INC-A Technology 324,611.0 $1.7M 0.11% NEW $5.16 +44.0%
110 IOT SAMSARA INC-CL A Technology 51,445.0 $1.7M 0.11% NEW $32.43 +24.4%
111 SNAP SNAP INC - A Communication Services 361,772.0 $1.6M 0.10% NEW $4.44 +24.5%
112 EYE NATIONAL VISION HOLDINGS INC Consumer Cyclical 84,477.0 $1.6M 0.10% NEW $19.01 -4.1%
113 CMI CUMMINS INC Industrials 2,245.0 $1.6M 0.10% NEW $713.21 -19.9%
114 PL PLANET LABS PBC Industrials 47,725.0 $1.6M 0.10% NEW $33.13 -34.9%
115 ELV ELEVANCE HEALTH INC Healthcare 4,027.0 $1.6M 0.10% NEW $386.73 +4.1%
116 CBC CENTRAL BANCOMPANY Financial Services 50,973.0 $1.5M 0.10% NEW $30.38 +6.8%
117 TECNOGLASS INC 32,330.0 $1.5M 0.10% NEW $46.81
118 STAA STAAR SURGICAL CO Healthcare 51,621.0 $1.5M 0.10% NEW $28.69 -18.9%
119 DUOL DUOLINGO Technology 12,833.0 $1.5M 0.10% NEW $115.02 +27.7%
120 NET CLOUDFLARE INC - CLASS A Technology 5,916.0 $1.5M 0.09% NEW $245.28 +14.3%
Page 6 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%