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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 31 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PWP PERELLA WEINBERG PARTNERS Financial Services 22,639.0 $411K 0.04% NEW $18.16 -2.5%
602 PRVA PRIVIA HEALTH GROUP INC Healthcare 19,979.0 $411K 0.04% NEW $20.57 +12.7%
603 AVPT AVEPOINT INC Technology 43,187.0 $411K 0.04% +2K +5.6% $9.51 +7.7%
604 EFX EQUIFAX INC Industrials 2,272.0 $409K 0.04% -15K -86.9% $180.07 -9.4%
605 NDSN NORDSON CORP Industrials 1,516.0 $403K 0.04% -18K -92.4% $266.06 +7.8%
606 G GENPACT LTD Technology 10,818.0 $403K 0.04% NEW $37.25 -14.1%
607 INSM INSMED INC Healthcare 2,458.0 $402K 0.04% -12K -83.3% $163.52 -33.0%
608 STC STEWART INFORMATION SERVICES Financial Services 6,470.0 $398K 0.04% NEW $61.58 +10.6%
609 ON ON SEMICONDUCTOR Technology 6,434.0 $398K 0.04% NEW $61.92 +77.0%
610 COOPER COS INC/THE 5,566.0 $398K 0.04% -53K -90.5% $71.50
611 GCI LIBERTY INC-CL C 10,610.0 $395K 0.04% NEW $37.21
612 BY BYLINE BANCORP INC Financial Services 12,488.0 $394K 0.04% NEW $31.57 +4.6%
613 VIA VIA TRANSPORTATION INC-CL A Technology 26,203.0 $393K 0.04% NEW $15.00 -3.3%
614 NNE NANO NUCLEAR ENERGY INC Industrials 19,033.0 $390K 0.04% NEW $20.48 +22.5%
615 CVBF CVB FINANCIAL CORP Financial Services 20,069.0 $389K 0.04% -9K -30.9% $19.39 +4.8%
616 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 17,544.0 $384K 0.03% -28K -61.2% $21.89 -29.8%
617 TENB TENABLE HOLDINGS INC Technology 22,550.0 $381K 0.03% -136K -85.8% $16.91 +50.8%
618 PDFS PDF SOLUTIONS INC Technology 11,589.0 $379K 0.03% -43K -79.0% $32.71 +36.3%
619 PG PROCTER & GAMBLE CO/THE Consumer Defensive 2,613.0 $377K 0.03% NEW $144.44 -1.4%
620 DHT DHT HOLDINGS INC Energy 20,651.0 $377K 0.03% NEW $18.27 -2.8%
Page 31 of 39  ·  766 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%