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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 34 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 11,422.0 $474K 0.03% -9K -43.7% $41.51 -27.7%
662 GLOB GLOBANT SA Technology 16,336.0 $473K 0.03% +7K +79.8% $28.94 +36.9%
663 BOX BOX INC - CLASS A Technology 17,805.0 $473K 0.03% NEW $26.54 +24.0%
664 ACMR ACM RESEARCH INC-CLASS A Technology 3,657.0 $464K 0.03% NEW $126.89 -37.4%
665 BKD BROOKDALE SENIOR LIVING INC Healthcare 28,763.0 $463K 0.03% -16K -35.8% $16.09 -26.7%
666 SYRE SPYRE THERAPEUTICS INC Healthcare 5,192.0 $461K 0.03% NEW $88.78 +19.9%
667 INSP INSPIRE MEDICAL SYSTEMS INC Healthcare 10,300.0 $459K 0.03% +5K +87.0% $44.61 +39.8%
668 NTCT NETSCOUT SYSTEMS INC Technology 10,395.0 $453K 0.03% NEW $43.55 -11.6%
669 VERX VERTEX INC - CLASS A Technology 39,270.0 $451K 0.03% +28K +244.8% $11.48 +17.3%
670 FNF FIDELITY NATIONAL FINANCIAL Financial Services 9,515.0 $449K 0.03% NEW $47.16 +0.3%
671 VSH VISHAY INTERTECHNOLOGY INC Technology 8,300.0 $446K 0.03% -41K -83.2% $53.78 -41.2%
672 PRAXIS PRECISION MEDICINES I 1,331.0 $446K 0.03% NEW $334.79
673 ADT ADT INC Industrials 68,304.0 $444K 0.03% NEW $6.50 +13.5%
674 AXTI AXT INC Technology 6,145.0 $443K 0.03% +735.0 +13.6% $72.08 -1.9%
675 COUR COURSERA INC Consumer Defensive 78,290.0 $442K 0.03% NEW $5.64 +6.4%
676 SAH SONIC AUTOMOTIVE INC-CLASS A Consumer Cyclical 5,200.0 $441K 0.03% NEW $84.79 -8.7%
677 HUBG HUB GROUP INC-CL A Industrials 9,893.0 $433K 0.03% NEW $43.79 -7.0%
678 LIONSGATE STUDIOS CORP 27,942.0 $428K 0.03% NEW $15.31
679 FND FLOOR & DECOR HOLDINGS INC-A Consumer Cyclical 7,137.0 $424K 0.03% -12K -62.1% $59.36 -8.6%
680 ALHC ALIGNMENT HEALTHCARE INC Healthcare 17,686.0 $421K 0.03% -37K -67.4% $23.81 -44.7%
Page 34 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%