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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 15 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHR DANAHER CORP Healthcare 7,044.0 $1.3M 0.12% NEW $189.60 -8.6%
282 ROIV ROIVANT SCIENCES LTD Healthcare 48,209.0 $1.3M 0.12% +30K +163.3% $27.70 +17.0%
283 DV DOUBLEVERIFY HOLDINGS INC Technology 139,847.0 $1.3M 0.12% -133K -48.7% $9.50 +0.2%
284 GFS GLOBALFOUNDRIES INC Technology 29,847.0 $1.3M 0.12% -98K -76.7% $44.48 +82.9%
285 MKTX MARKETAXESS HOLDINGS INC Financial Services 8,044.0 $1.3M 0.12% +3K +73.8% $164.98 -17.4%
286 IDT IDT CORP-CLASS B Communication Services 26,228.0 $1.3M 0.11% -4K -11.8% $49.10 +7.3%
287 PENN PENN ENTERTAINMENT INC Consumer Cyclical 85,239.0 $1.3M 0.11% -63K -42.3% $15.03 +11.1%
288 STX SEAGATE TECHNOLOGY HOLDINGS Technology 3,264.0 $1.3M 0.11% NEW $391.76 +91.7%
289 MPC MARATHON PETROLEUM CORP Energy 5,231.0 $1.3M 0.11% NEW $244.18 +1.7%
290 SFBS SERVISFIRST BANCSHARES INC Financial Services 17,506.0 $1.3M 0.11% +13K +327.7% $72.83 +6.0%
291 ALG ALAMO GROUP INC Industrials 7,706.0 $1.3M 0.11% -6K -44.4% $164.97 -9.2%
292 PSTG EVERPURE INC-A Technology 21,256.0 $1.3M 0.11% NEW $59.04 +41.9%
293 NWN NORTHWEST NATURAL HOLDING CO Utilities 23,528.0 $1.3M 0.11% NEW $53.22 -6.4%
294 QTWO Q2 HOLDINGS INC Technology 26,424.0 $1.2M 0.11% NEW $47.30 -0.5%
295 FHN FIRST HORIZON CORP Financial Services 54,813.0 $1.2M 0.11% NEW $22.76 +5.9%
296 CROX CROCS INC Consumer Cyclical 15,019.0 $1.2M 0.11% NEW $83.02 +31.2%
297 KO COCA-COLA CO/THE Consumer Defensive 16,368.0 $1.2M 0.11% NEW $76.05 +6.7%
298 ASTS AST SPACEMOBILE INC Technology 15,020.0 $1.2M 0.11% -31K -67.1% $82.87 +16.1%
299 PTON PELOTON INTERACTIVE INC-A Consumer Cyclical 289,057.0 $1.2M 0.11% +106K +57.6% $4.29 +20.5%
300 LFST LIFESTANCE HEALTH GROUP INC Healthcare 193,773.0 $1.2M 0.11% -53K -21.4% $6.37 +17.1%
Page 15 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%