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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 38 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PVLA PALVELLA THERAPEUTICS INC Healthcare 1,606.0 $200K 0.02% NEW $124.65 -7.3%
742 BANC BANC OF CALIFORNIA INC Financial Services 11,038.0 $194K 0.02% NEW $17.58 +7.0%
743 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 17,460.0 $194K 0.02% -45K -72.0% $11.11 +6.8%
744 GALAXY DIGITAL INC-A 10,469.0 $193K 0.02% -99K -90.4% $18.45
745 PAR PAR TECHNOLOGY CORP/DEL Technology 14,479.0 $193K 0.02% NEW $13.33 +6.5%
746 DXC DXC TECHNOLOGY CO Technology 14,717.0 $185K 0.02% -44K -74.8% $12.57 -26.6%
747 ONDS ONDAS INC Technology 19,231.0 $174K 0.01% -27K -58.0% $9.04 +1.5%
748 AESI ATLAS ENERGY SOLUTIONS INC Energy 12,017.0 $158K 0.01% NEW $13.12 +48.4%
749 WBTN WEBTOON ENTERTAINMENT INC Technology 16,650.0 $153K 0.01% NEW $9.19 +26.7%
750 IMMUNITYBIO INC 19,781.0 $152K 0.01% NEW $7.67
751 PRGO PERRIGO CO PLC Healthcare 14,104.0 $151K 0.01% -322K -95.8% $10.74 +3.9%
752 NEO NEOGENOMICS INC Healthcare 20,299.0 $151K 0.01% -101K -83.3% $7.42 +22.8%
753 SVRA SAVARA INC Healthcare 27,179.0 $148K 0.01% NEW $5.46 -7.0%
754 AES AES CORP Utilities 10,423.0 $147K 0.01% -58K -84.7% $14.09 +4.3%
755 MGNI MAGNITE INC Communication Services 11,687.0 $139K 0.01% NEW $11.88 +11.0%
756 NVCR NOVOCURE LTD Healthcare 12,532.0 $137K 0.01% NEW $10.90 +64.2%
757 VERX VERTEX INC - CLASS A Technology 11,389.0 $135K 0.01% -10K -47.0% $11.89 +13.6%
758 PTRN PATTERN GROUP INC-CL A Technology 10,270.0 $128K 0.01% NEW $12.43 +41.4%
759 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 21,070.0 $122K 0.01% -31K -59.5% $5.80 +7.4%
760 PBI PITNEY BOWES INC Industrials 10,734.0 $119K 0.01% -36K -77.2% $11.05 +40.3%
Page 38 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%