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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 18 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RMD RESMED INC Healthcare 4,894.0 $1.1M 0.10% NEW $224.48 -6.5%
342 PAGS PAGSEGURO DIGITAL LTD-CL A Technology 109,134.0 $1.1M 0.10% NEW $10.02 -7.0%
343 CMPR CIMPRESS PLC Communication Services 14,973.0 $1.1M 0.10% +6K +60.7% $73.00 +30.4%
344 KNSL KINSALE CAPITAL GROUP INC Financial Services 3,190.0 $1.1M 0.10% -2K -35.0% $341.66 -8.7%
345 PTEN PATTERSON-UTI ENERGY INC Energy 100,565.0 $1.1M 0.10% -45K -31.0% $10.83 +13.4%
346 AGO ASSURED GUARANTY LTD Financial Services 13,283.0 $1.1M 0.10% NEW $81.48 -3.4%
347 SNPS SYNOPSYS INC Technology 2,715.0 $1.1M 0.10% NEW $396.48 +25.8%
348 SGRY SURGERY PARTNERS INC Healthcare 90,198.0 $1.1M 0.10% NEW $11.92 +13.2%
349 MGEE MGE ENERGY INC Utilities 13,833.0 $1.1M 0.10% -14K -49.4% $77.29 -1.7%
350 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 31,369.0 $1.1M 0.09% -3K -8.7% $33.74 -2.1%
351 NWL NEWELL BRANDS INC Consumer Defensive 308,270.0 $1.1M 0.09% -391K -55.9% $3.43 +4.4%
352 ECVT ECOVYST INC Basic Materials 82,221.0 $1.1M 0.09% +67K +429.2% $12.86 +3.7%
353 EVR EVERCORE INC - A Financial Services 3,540.0 $1.1M 0.09% NEW $298.51 +16.0%
354 GNRC GENERAC HOLDINGS INC Industrials 5,408.0 $1.1M 0.09% NEW $195.33 +26.9%
355 SYBT STOCK YARDS BANCORP INC Financial Services 15,931.0 $1.1M 0.09% +2K +11.0% $66.29 +7.1%
356 NEE NEXTERA ENERGY INC Utilities 11,334.0 $1.1M 0.09% -97K -89.5% $92.88 -3.4%
357 ZS ZSCALER INC Technology 7,397.0 $1.0M 0.09% -7K -46.9% $140.29 +24.3%
358 KGS KODIAK GAS SERVICES INC Energy 17,759.0 $1.0M 0.09% NEW $58.32 +24.1%
359 SAFT SAFETY INSURANCE GROUP INC Financial Services 14,176.0 $1.0M 0.09% -26K -65.0% $72.64 +0.3%
360 AMR ALPHA METALLURGICAL RESOURCE Energy 4,992.0 $1.0M 0.09% -859.0 -14.7% $205.27 -16.1%
Page 18 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%