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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACADIAN ASSET MANAGEMENT INC 10,058.0 $719K 0.05% -21K -67.5% $71.52
102 GAP GAP INC/THE Consumer Cyclical 38,458.0 $718K 0.05% -39K -50.4% $18.68 +6.0%
103 PRLB PROTO LABS INC Industrials 8,490.0 $692K 0.04% -6K -40.4% $81.51 -2.3%
104 ZS ZSCALER INC Technology 4,857.0 $686K 0.04% -3K -34.3% $141.15 +28.8%
105 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 19,871.0 $680K 0.04% -6K -23.9% $34.22 +5.8%
106 PLPC PREFORMED LINE PRODUCTS CO Industrials 1,628.0 $668K 0.04% -189.0 -10.4% $410.56 +4.6%
107 PUMP PROPETRO HOLDING CORP Energy 45,632.0 $654K 0.04% -40K -46.6% $14.34 -21.0%
108 BIO BIO-RAD LABORATORIES-A Healthcare 2,219.0 $652K 0.04% -1K -33.6% $293.61 +29.4%
109 TWLO TWILIO INC - A Communication Services 3,098.0 $639K 0.04% -10K -76.1% $206.33 +9.2%
110 A AGILENT TECHNOLOGIES INC Healthcare 4,806.0 $638K 0.04% -2K -31.5% $132.83 +19.6%
111 TREX TREX COMPANY INC Industrials 12,737.0 $637K 0.04% -21K -62.1% $50.04 -6.4%
112 DAKT DAKTRONICS INC Technology 32,215.0 $630K 0.04% -6K -15.0% $19.56 -1.8%
113 UPST UPSTART HOLDINGS INC Financial Services 17,280.0 $612K 0.04% -29K -62.3% $35.43 -14.5%
114 ICUI ICU MEDICAL INC Healthcare 4,165.0 $611K 0.04% -1K -21.6% $146.60 +24.7%
115 ROP ROPER TECHNOLOGIES INC Industrials 1,791.0 $606K 0.04% -2K -52.7% $338.39 +21.7%
116 AAOI APPLIED OPTOELECTRONICS INC Technology 4,043.0 $599K 0.04% -9K -69.1% $148.16 -15.8%
117 WSFS WSFS FINANCIAL CORP Financial Services 7,767.0 $596K 0.04% -7K -46.4% $76.73 +4.1%
118 LKQ LKQ CORP Consumer Cyclical 21,049.0 $554K 0.04% -26K -55.3% $26.33 -2.1%
119 NEE NEXTERA ENERGY INC Utilities 6,177.0 $542K 0.04% -5K -45.5% $87.77 -4.7%
120 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 14,834.0 $538K 0.04% -4K -21.9% $36.26 -1.7%
Page 6 of 9  ·  164 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%