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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 33 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IMVT IMMUNOVANT INC Healthcare 14,196.0 $353K 0.03% +132.0 +0.9% $24.84 +37.4%
642 LW LAMB WESTON HOLDINGS INC Consumer Defensive 8,313.0 $351K 0.03% -54K -86.7% $42.26 +1.3%
643 HAE HAEMONETICS CORP/MASS Healthcare 6,154.0 $347K 0.03% -9K -59.6% $56.36 +9.9%
644 FRSH FRESHWORKS INC-CL A Technology 42,224.0 $339K 0.03% -120K -74.0% $8.03 +13.0%
645 HTFL HEARTFLOW INC Healthcare 13,849.0 $337K 0.03% NEW $24.33 +20.0%
646 META META PLATFORMS INC-CLASS A Communication Services 588.0 $336K 0.03% -7K -92.2% $572.13 +6.2%
647 MRTN MARTEN TRANSPORT LTD Industrials 25,468.0 $334K 0.03% -33K -56.2% $13.13 +26.4%
648 AVAV AEROVIRONMENT INC Industrials 1,824.0 $334K 0.03% NEW $183.05 -10.9%
649 FCF FIRST COMMONWEALTH FINL CORP Financial Services 18,958.0 $333K 0.03% NEW $17.58 +6.6%
650 H HYATT HOTELS CORP - CL A Consumer Cyclical 2,310.0 $332K 0.03% NEW $143.79 +22.1%
651 IDXX IDEXX LABORATORIES INC Healthcare 589.0 $331K 0.03% NEW $561.89 -1.6%
652 IRMD IRADIMED CORP Healthcare 3,412.0 $328K 0.03% NEW $96.26 -3.2%
653 SYNA SYNAPTICS INC Technology 4,633.0 $324K 0.03% -14K -74.8% $70.04 +85.4%
654 WTTR SELECT WATER SOLUTIONS INC Utilities 20,962.0 $321K 0.03% NEW $15.30 +30.1%
655 MA MASTERCARD INC - A Financial Services 636.0 $318K 0.03% NEW $499.66 -0.0%
656 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 2,123.0 $317K 0.03% -6K -74.6% $149.52 +8.2%
657 WWD WOODWARD INC Industrials 886.0 $317K 0.03% -1K -53.5% $357.92 -0.4%
658 AMG AFFILIATED MANAGERS GROUP Financial Services 1,145.0 $317K 0.03% -4K -79.1% $276.70 +9.4%
659 AA ALCOA CORP Basic Materials 4,776.0 $317K 0.03% NEW $66.33 -0.1%
660 COCO VITA COCO CO INC/THE Consumer Defensive 6,607.0 $317K 0.03% -63K -90.5% $47.91 +64.5%
Page 33 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%