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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 29 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SNY SANOFI-ADR Healthcare 26,856.0 $1.3M 0.06% NEW $48.46 -7.8%
562 PEGA PEGASYSTEMS INC Technology 21,568.0 $1.3M 0.06% NEW $59.72 -42.6%
563 TMDX TRANSMEDICS GROUP INC Healthcare 10,588.0 $1.3M 0.06% NEW $121.65 -44.1%
564 UCB UNITED COMMUNITY BANKS/GA Financial Services 41,208.0 $1.3M 0.06% NEW $31.22 +6.7%
565 MTX MINERALS TECHNOLOGIES INC Basic Materials 21,100.0 $1.3M 0.06% NEW $60.95 +23.7%
566 OCUL OCULAR THERAPEUTIX INC Healthcare 105,627.0 $1.3M 0.06% NEW $12.14 -32.3%
567 GXO GXO LOGISTICS INC Industrials 24,287.0 $1.3M 0.06% NEW $52.64 -11.2%
568 BKU BANKUNITED INC Financial Services 28,542.0 $1.3M 0.06% NEW $44.57 +3.9%
569 FG F&G ANNUITIES & LIFE INC Financial Services 41,232.0 $1.3M 0.06% NEW $30.85 -10.6%
570 J JACOBS SOLUTIONS INC Industrials 9,599.0 $1.3M 0.06% NEW $132.46 -13.9%
571 CGNX COGNEX CORP Technology 35,251.0 $1.3M 0.06% NEW $35.98 +78.6%
572 IIPR INNOVATIVE INDUSTRIAL PROPER Real Estate 26,679.0 $1.3M 0.06% NEW $47.36 +19.1%
573 BELFB BEL FUSE INC-CL B Technology 7,384.0 $1.3M 0.06% NEW $169.63 +53.5%
574 PII POLARIS INC Consumer Cyclical 19,783.0 $1.3M 0.06% NEW $63.25 -0.3%
575 JPM JPMORGAN CHASE & CO Financial Services 3,867.0 $1.2M 0.06% NEW $322.22 -6.0%
576 PRCT PROCEPT BIOROBOTICS CORP Healthcare 39,602.0 $1.2M 0.06% NEW $31.46 -10.6%
577 GSAT GLOBALSTAR INC Communication Services 20,388.0 $1.2M 0.06% NEW $61.04 +35.5%
578 ALKT ALKAMI TECHNOLOGY INC Technology 53,863.0 $1.2M 0.06% NEW $23.07 -26.9%
579 WRB WR BERKLEY CORP Financial Services 17,708.0 $1.2M 0.06% NEW $70.12 -2.7%
580 IE IVANHOE ELECTRIC INC / US Technology 77,659.0 $1.2M 0.06% NEW $15.98 -23.3%
Page 29 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%