BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAT CATERPILLAR INC Industrials 1,983.0 $1.4M 0.12% -2K -52.5% $708.46 +24.2%
122 LRCX LAM RESEARCH CORP Technology 6,452.0 $1.4M 0.12% -8K -54.2% $213.66 +42.9%
123 PODD INSULET CORP Healthcare 6,490.0 $1.4M 0.12% -3K -34.4% $209.84 -26.2%
124 ROP ROPER TECHNOLOGIES INC Industrials 3,784.0 $1.3M 0.12% -9K -71.5% $353.86 -7.6%
125 DV DOUBLEVERIFY HOLDINGS INC Technology 139,847.0 $1.3M 0.12% -133K -48.7% $9.50 +3.5%
126 GFS GLOBALFOUNDRIES INC Technology 29,847.0 $1.3M 0.12% -98K -76.7% $44.48 +92.5%
127 IDT IDT CORP-CLASS B Communication Services 26,228.0 $1.3M 0.11% -4K -11.8% $49.10 +7.7%
128 PENN PENN ENTERTAINMENT INC Consumer Cyclical 85,239.0 $1.3M 0.11% -63K -42.3% $15.03 +12.3%
129 ALG ALAMO GROUP INC Industrials 7,706.0 $1.3M 0.11% -6K -44.4% $164.97 -9.1%
130 ASTS AST SPACEMOBILE INC Technology 15,020.0 $1.2M 0.11% -31K -67.1% $82.87 +27.7%
131 LFST LIFESTANCE HEALTH GROUP INC Healthcare 193,773.0 $1.2M 0.11% -53K -21.4% $6.37 +16.0%
132 DDS DILLARDS INC-CL A Consumer Cyclical 2,151.0 $1.2M 0.11% -3K -57.0% $572.11 -1.8%
133 C CITIGROUP INC Financial Services 10,794.0 $1.2M 0.11% -6K -34.2% $113.41 +10.3%
134 CNS COHEN & STEERS INC Financial Services 19,089.0 $1.2M 0.11% -44K -69.7% $62.55 +14.9%
135 FIX COMFORT SYSTEMS USA INC Industrials 865.0 $1.2M 0.11% -1K -54.4% $1378.99 +32.6%
136 FIRST HAWAIIAN INC 48,353.0 $1.2M 0.11% -85K -63.8% $24.64
137 TRS TRIMAS CORP Consumer Cyclical 32,972.0 $1.2M 0.10% -23K -41.2% $35.94 +11.6%
138 UPST UPSTART HOLDINGS INC Financial Services 45,836.0 $1.2M 0.10% -38K -45.5% $25.65 +11.3%
139 TER TERADYNE INC Technology 3,961.0 $1.2M 0.10% -15K -79.4% $296.46 +20.9%
140 MSA MSA SAFETY INC Industrials 7,020.0 $1.2M 0.10% -14K -67.3% $163.95 +4.3%
Page 7 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%