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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 7 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RUN SUNRUN INC Energy 108,300.0 $1.4M 0.09% NEW $13.38 -33.3%
122 AMD ADVANCED MICRO DEVICES Technology 2,485.0 $1.4M 0.09% NEW $580.91 -21.4%
123 PELAGOS INSURANCE CAPITAL LT 59,245.0 $1.4M 0.09% NEW $24.35
124 BKU BANKUNITED INC Financial Services 29,564.0 $1.4M 0.09% NEW $48.45 -4.5%
125 VPG VISHAY PRECISION GROUP Technology 9,527.0 $1.4M 0.09% NEW $149.91 -55.9%
126 FRHC FREEDOM HOLDING CORP/NV Financial Services 10,898.0 $1.4M 0.09% NEW $130.47 +20.6%
127 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 28,319.0 $1.4M 0.09% NEW $49.98 +3.9%
128 D DOMINION ENERGY INC Utilities 20,552.0 $1.4M 0.09% NEW $68.29 -2.5%
129 GRC GORMAN-RUPP CO Industrials 15,110.0 $1.4M 0.09% NEW $91.74 -15.2%
130 TTD TRADE DESK INC/THE -CLASS A Technology 76,250.0 $1.4M 0.09% NEW $18.08 -26.6%
131 PATK PATRICK INDUSTRIES INC Consumer Cyclical 15,350.0 $1.4M 0.09% NEW $89.78 -5.2%
132 HUM HUMANA INC Healthcare 3,461.0 $1.4M 0.09% NEW $397.22 -2.7%
133 CRC CALIFORNIA RESOURCES CORP Energy 25,969.0 $1.4M 0.09% NEW $52.87 -1.0%
134 IBM INTL BUSINESS MACHINES CORP Technology 4,881.0 $1.4M 0.09% NEW $281.21 -17.8%
135 FSS FEDERAL SIGNAL CORP Industrials 10,558.0 $1.4M 0.09% NEW $128.49 -6.8%
136 XENE XENON PHARMACEUTICALS INC Healthcare 22,234.0 $1.3M 0.09% NEW $60.36 +0.3%
137 MARQETA INC-A 328,753.0 $1.3M 0.09% NEW $4.06
138 THG HANOVER INSURANCE GROUP INC/ Financial Services 6,161.0 $1.3M 0.09% NEW $214.12 +6.2%
139 VRSK VERISK ANALYTICS INC Industrials 7,342.0 $1.3M 0.09% NEW $179.53 +5.6%
140 OSCR OSCAR HEALTH INC - CLASS A Healthcare 46,043.0 $1.3M 0.09% NEW $28.52 +11.5%
Page 7 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%