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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 27 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FUL H.B. FULLER CO. Basic Materials 15,641.0 $912K 0.06% +8K +107.9% $58.29 -0.6%
522 CNM CORE & MAIN INC-CLASS A Industrials 18,870.0 $910K 0.06% +5K +37.8% $48.25 -7.7%
523 WT WISDOMTREE INC Financial Services 53,431.0 $905K 0.06% +8K +16.9% $16.94 +40.1%
524 FSLY FASTLY INC - CLASS A Technology 49,215.0 $904K 0.06% -5K -9.4% $18.36 +28.1%
525 RUM RUM GROUP INC Technology 141,886.0 $900K 0.06% NEW $6.34 +51.5%
526 ROG ROGERS CORP Technology 5,484.0 $898K 0.06% NEW $163.73 -25.7%
527 GH GUARDANT HEALTH INC Healthcare 5,920.0 $888K 0.06% NEW $150.03 +9.6%
528 TER TERADYNE INC Technology 1,835.0 $888K 0.06% -2K -53.7% $483.84 -25.7%
529 BY BYLINE BANCORP INC Financial Services 23,561.0 $887K 0.06% +11K +88.7% $37.66 +1.9%
530 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,784.0 $886K 0.06% NEW $496.73 +10.4%
531 ESNT ESSENT GROUP LTD Financial Services 13,682.0 $879K 0.06% NEW $64.28 +7.0%
532 AMRC AMERESCO INC-CL A Industrials 31,823.0 $878K 0.06% +3K +12.1% $27.60 -25.3%
533 NTNX NUTANIX INC - A Technology 17,223.0 $878K 0.06% NEW $50.96 +32.0%
534 PRK PARK NATIONAL CORP Financial Services 4,765.0 $872K 0.06% NEW $182.99 +11.2%
535 NBR NABORS INDUSTRIES LTD Energy 10,338.0 $868K 0.06% NEW $84.01 +3.9%
536 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 8,479.0 $864K 0.06% NEW $101.88 +10.0%
537 VRNS VARONIS SYSTEMS INC Technology 20,531.0 $861K 0.06% NEW $41.96 -2.1%
538 QS QUANTUMSCAPE CORP Consumer Cyclical 113,758.0 $860K 0.06% +22K +23.9% $7.56 -23.1%
539 LH LABCORP HOLDINGS INC Healthcare 3,042.0 $852K 0.06% NEW $280.00 +20.5%
540 UGI UGI CORP Utilities 24,472.0 $845K 0.06% NEW $34.54 +10.1%
Page 27 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%