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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 5 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VISN VISTANCE NETWORKS INC Technology 333,339.0 $4.3M 0.28% +252K +312.0% $12.78 -12.3%
82 INCY INCYTE CORP Healthcare 37,331.0 $4.2M 0.27% +30K +404.1% $113.36 +12.7%
83 BSX BOSTON SCIENTIFIC CORP Healthcare 98,856.0 $4.2M 0.27% +70K +245.3% $42.68 +18.0%
84 MZTI MARZETTI COMPANY/THE Consumer Defensive 36,504.0 $4.2M 0.27% +33K +1049.0% $114.16 -2.2%
85 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 47,321.0 $4.1M 0.27% +23K +95.8% $87.22 +10.5%
86 CHD CHURCH & DWIGHT CO INC Consumer Defensive 42,139.0 $4.1M 0.26% +32K +300.0% $96.88 +2.0%
87 ALSN ALLISON TRANSMISSION HOLDING Consumer Cyclical 35,875.0 $4.0M 0.26% -19K -34.3% $112.74 +18.2%
88 SLGN SILGAN HOLDINGS INC Consumer Cyclical 87,107.0 $4.0M 0.26% +45K +107.6% $46.39 -8.6%
89 SRE SEMPRA Utilities 43,579.0 $4.0M 0.26% NEW $92.71 -10.6%
90 EMN EASTMAN CHEMICAL CO Basic Materials 59,587.0 $4.0M 0.26% +49K +465.3% $66.98 +10.6%
91 CBOE CBOE GLOBAL MARKETS INC Financial Services 16,438.0 $4.0M 0.26% NEW $242.67 +23.9%
92 TXNM ENERGY INC 70,195.0 $4.0M 0.26% NEW $56.78
93 MCK MCKESSON CORP Healthcare 5,255.0 $4.0M 0.26% +1K +30.7% $755.60 +13.7%
94 MADISON SQUARE GARDEN ENTERT 48,977.0 $4.0M 0.26% -2K -3.7% $80.89
95 MSA MSA SAFETY INC Industrials 22,543.0 $3.9M 0.25% +16K +221.1% $174.58 +8.5%
96 SIRI SIRIUS XM HOLDINGS INC Communication Services 132,842.0 $3.9M 0.25% -17K -11.2% $29.54 -2.9%
97 PH PARKER HANNIFIN CORP Industrials 4,009.0 $3.9M 0.25% NEW $978.12 +2.4%
98 ARW ARROW ELECTRONICS INC Technology 18,362.0 $3.9M 0.25% +573.0 +3.2% $213.41 -1.2%
99 ACN ACCENTURE PLC-CL A Technology 31,466.0 $3.9M 0.25% +29K +1365.6% $124.44 +48.9%
100 AEP AMERICAN ELECTRIC POWER Utilities 28,599.0 $3.9M 0.25% NEW $136.81 -11.6%
Page 5 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%