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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 23 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IONS IONIS PHARMACEUTICALS INC Healthcare 15,511.0 $1.2M 0.08% NEW $79.29 -21.8%
442 PAGAYA TECHNOLOGIES LTD -A 67,375.0 $1.2M 0.08% +44K +184.2% $18.25
443 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 90,727.0 $1.2M 0.08% +76K +498.7% $13.53 -6.8%
444 NVCR NOVOCURE LTD Healthcare 79,908.0 $1.2M 0.08% +67K +537.6% $15.15 +10.6%
445 LINC LINCOLN EDUCATIONAL SERVICES Consumer Defensive 24,243.0 $1.2M 0.08% NEW $49.90 -50.2%
446 THO THOR INDUSTRIES INC Consumer Cyclical 16,056.0 $1.2M 0.08% NEW $75.16 +5.7%
447 CALY CALLAWAY GOLF COMPANY Consumer Cyclical 64,087.0 $1.2M 0.08% NEW $18.79 -16.0%
448 MGY MAGNOLIA OIL & GAS CORP - A Energy 47,071.0 $1.2M 0.08% +25K +109.3% $25.58 +6.4%
449 VENTURE GLOBAL INC-CL A 107,677.0 $1.2M 0.08% +81K +304.4% $11.13
450 WAT WATERS CORP Healthcare 3,174.0 $1.2M 0.08% +2K +232.4% $375.04 +9.5%
451 FTAI AVIATION LTD 4,387.0 $1.2M 0.08% -8K -65.9% $270.53
452 CROX CROCS INC Consumer Cyclical 9,781.0 $1.2M 0.08% -5K -34.9% $120.64 +4.3%
453 BMNR BITMINE IMMERSION TECHNOLOGI Financial Services 88,034.0 $1.2M 0.08% NEW $13.31 +81.4%
454 HLF HERBALIFE LTD Consumer Defensive 88,786.0 $1.2M 0.07% -66K -42.5% $13.15 -4.3%
455 VIKING HOLDINGS LTD 11,135.0 $1.2M 0.07% +921.0 +9.0% $104.67
456 LZ LEGALZOOMCOM INC Industrials 189,994.0 $1.2M 0.07% NEW $6.13 -2.1%
457 CCK CROWN HOLDINGS INC Consumer Cyclical 10,382.0 $1.2M 0.07% -29K -73.7% $111.82 +7.1%
458 FLNC FLUENCE ENERGY INC Utilities 58,384.0 $1.2M 0.07% NEW $19.88 -45.4%
459 QTWO Q2 HOLDINGS INC Technology 24,090.0 $1.2M 0.07% -2K -8.8% $48.10 +33.4%
460 GTES GATES INDUSTRIAL CORP PLC Industrials 41,307.0 $1.2M 0.07% +25K +152.8% $27.97 -6.9%
Page 23 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%