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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 30 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ABNB AIRBNB INC-CLASS A Consumer Cyclical 4,837.0 $692K 0.04% +2K +94.9% $143.10 +33.2%
582 PRLB PROTO LABS INC Industrials 8,490.0 $692K 0.04% -6K -40.4% $81.51 -1.6%
583 LIND LINDBLAD EXPEDITIONS HOLDING Consumer Cyclical 24,463.0 $691K 0.04% +11K +87.7% $28.24 +13.4%
584 TROX TRONOX HOLDINGS PLC Basic Materials 109,005.0 $687K 0.04% NEW $6.30 -14.0%
585 LW LAMB WESTON HOLDINGS INC Consumer Defensive 15,890.0 $686K 0.04% +8K +91.2% $43.18 +26.4%
586 ZS ZSCALER INC Technology 4,857.0 $686K 0.04% -3K -34.3% $141.15 +27.0%
587 CTS CTS CORP Technology 10,490.0 $684K 0.04% +6K +123.7% $65.19 -13.0%
588 VOYA VOYA FINANCIAL INC Financial Services 7,524.0 $681K 0.04% NEW $90.53 +9.4%
589 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 19,871.0 $680K 0.04% -6K -23.9% $34.22 +6.6%
590 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,332.0 $679K 0.04% NEW $81.51 +5.6%
591 MA MASTERCARD INC - A Financial Services 1,321.0 $678K 0.04% +685.0 +107.7% $513.60 +16.1%
592 PARR PAR PACIFIC HOLDINGS INC Energy 12,074.0 $677K 0.04% NEW $56.08 +36.3%
593 UNH UNITEDHEALTH GROUP INC Healthcare 1,618.0 $672K 0.04% NEW $415.63 -4.8%
594 PLPC PREFORMED LINE PRODUCTS CO Industrials 1,628.0 $668K 0.04% -189.0 -10.4% $410.56 +2.1%
595 OKLO OKLO INC Utilities 12,658.0 $662K 0.04% +4K +49.7% $52.33 -23.3%
596 IFF INTL FLAVORS & FRAGRANCES Basic Materials 8,322.0 $659K 0.04% NEW $79.22 +8.0%
597 PUMP PROPETRO HOLDING CORP Energy 45,632.0 $654K 0.04% -40K -46.6% $14.34 -23.9%
598 IT GARTNER INC Technology 5,036.0 $653K 0.04% NEW $129.62 +52.1%
599 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 55,185.0 $652K 0.04% NEW $11.81 -18.0%
600 BIO BIO-RAD LABORATORIES-A Healthcare 2,219.0 $652K 0.04% -1K -33.6% $293.61 +27.4%
Page 30 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%