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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 21 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ROK ROCKWELL AUTOMATION INC Industrials 2,788.0 $1.4M 0.09% +2K +130.2% $495.08 -13.2%
402 TTD TRADE DESK INC/THE -CLASS A Technology 76,250.0 $1.4M 0.09% NEW $18.08 -26.6%
403 PATK PATRICK INDUSTRIES INC Consumer Cyclical 15,350.0 $1.4M 0.09% NEW $89.78 -5.2%
404 LIBERTY MEDIA CORP-FORMULA-C 14,460.0 $1.4M 0.09% -60K -80.5% $95.14
405 HUM HUMANA INC Healthcare 3,461.0 $1.4M 0.09% NEW $397.22 -2.7%
406 GALAXY DIGITAL INC-A 50,272.0 $1.4M 0.09% +40K +380.2% $27.34
407 PWR QUANTA SERVICES INC Industrials 1,908.0 $1.4M 0.09% -2K -46.7% $720.04 -14.3%
408 CRC CALIFORNIA RESOURCES CORP Energy 25,969.0 $1.4M 0.09% NEW $52.87 -1.0%
409 IBM INTL BUSINESS MACHINES CORP Technology 4,881.0 $1.4M 0.09% NEW $281.21 -17.8%
410 BW BABCOCK & WILCOX ENTERPR Industrials 97,093.0 $1.4M 0.09% +81K +507.5% $14.10 -45.5%
411 TOST TOAST INC-CLASS A Technology 49,018.0 $1.4M 0.09% -285K -85.3% $27.82 +32.0%
412 AMKR AMKOR TECHNOLOGY INC Technology 15,812.0 $1.4M 0.09% -3K -14.9% $86.23 -44.5%
413 AI C3.AI INC-A Technology 149,341.0 $1.4M 0.09% +34K +29.6% $9.09 +11.2%
414 FSS FEDERAL SIGNAL CORP Industrials 10,558.0 $1.4M 0.09% NEW $128.49 -6.8%
415 ALG ALAMO GROUP INC Industrials 8,224.0 $1.4M 0.09% +518.0 +6.7% $164.49 +0.5%
416 XENE XENON PHARMACEUTICALS INC Healthcare 22,234.0 $1.3M 0.09% NEW $60.36 +0.3%
417 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 5,368.0 $1.3M 0.09% +2K +77.0% $249.98 -6.6%
418 MARQETA INC-A 328,753.0 $1.3M 0.09% NEW $4.06
419 PLTR PALANTIR TECHNOLOGIES INC-A Technology 11,355.0 $1.3M 0.09% +820.0 +7.8% $116.67 +50.8%
420 U UNITY SOFTWARE INC Technology 46,161.0 $1.3M 0.09% +11K +32.6% $28.58 +61.5%
Page 21 of 39  ·  777 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%