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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 11 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALK ALASKA AIR GROUP INC Industrials 19,911.0 $732K 0.07% -17K -46.2% $36.78 +11.7%
202 DDOG DATADOG INC - CLASS A Technology 6,183.0 $730K 0.07% -14K -69.4% $118.05 +84.7%
203 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 55,093.0 $725K 0.06% -22K -28.6% $13.16 +63.3%
204 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 26,127.0 $724K 0.06% -48K -64.6% $27.70 +5.2%
205 VLYPN VALLEY NATIONAL BANCORP Financial Services 58,470.0 $718K 0.06% -516K -89.8% $12.28 +110.7%
206 MGY MAGNOLIA OIL & GAS CORP - A Energy 22,494.0 $710K 0.06% -66K -74.6% $31.57 -7.4%
207 AUR AURORA INNOVATION INC Technology 172,342.0 $710K 0.06% -399K -69.8% $4.12 +74.0%
208 APAM ARTISAN PARTNERS ASSET MA -A Financial Services 19,337.0 $704K 0.06% -28K -59.6% $36.39 +2.0%
209 GRMN GARMIN LTD Technology 3,025.0 $702K 0.06% -14K -81.8% $232.01 +3.3%
210 INCY INCYTE CORP Healthcare 7,405.0 $697K 0.06% -2K -17.1% $94.12 +3.5%
211 FLEX FLEX LTD Technology 10,479.0 $686K 0.06% -14K -58.0% $65.46 +100.2%
212 LTC LTC PROPERTIES INC Real Estate 18,168.0 $675K 0.06% -37K -66.9% $37.16 +4.0%
213 COIN COINBASE GLOBAL INC -CLASS A Financial Services 3,815.0 $666K 0.06% -4K -51.8% $174.61 +10.9%
214 WT WISDOMTREE INC Financial Services 45,704.0 $665K 0.06% -13K -22.8% $14.56 +32.0%
215 SEM SELECT MEDICAL HOLDINGS CORP Healthcare 40,654.0 $662K 0.06% -41K -50.4% $16.29 +1.4%
216 TAP MOLSON COORS BEVERAGE CO - B Consumer Defensive 15,316.0 $660K 0.06% -3K -15.9% $43.06 -0.7%
217 HSIC HENRY SCHEIN INC Healthcare 8,865.0 $653K 0.06% -2K -21.0% $73.70 -0.3%
218 PK PARK HOTELS & RESORTS INC Real Estate 59,754.0 $629K 0.06% -422K -87.6% $10.53 +8.2%
219 PSN PARSONS CORP Industrials 11,529.0 $625K 0.06% -29K -71.8% $54.17 -4.7%
220 RH RH Consumer Cyclical 4,424.0 $619K 0.06% -1K -20.9% $139.82 -4.8%
Page 11 of 17  ·  337 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%