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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 43 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TERN TERNS PHARMACEUTICALS INC Healthcare 10,369.0 $419K 0.02% NEW $40.40 +31.1%
842 LKFN LAKELAND FINANCIAL CORP Financial Services 7,233.0 $413K 0.02% NEW $57.06 +5.5%
843 RGTI RIGETTI COMPUTING INC Technology 18,610.0 $412K 0.02% NEW $22.15 -23.8%
844 DFTX DEFINIUM THERAPEUTICS INC Healthcare 30,661.0 $411K 0.02% NEW $13.39 +69.2%
845 EME EMCOR GROUP INC Industrials 669.0 $409K 0.02% NEW $611.79 +38.8%
846 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 52,043.0 $409K 0.02% NEW $7.85 -20.6%
847 RES RPC INC Energy 74,674.0 $406K 0.02% NEW $5.44 +30.0%
848 NTLA INTELLIA THERAPEUTICS INC Healthcare 44,947.0 $404K 0.02% NEW $8.99 +37.6%
849 LIONSGATE STUDIOS CORP 43,542.0 $398K 0.02% NEW $9.13
850 ROIV ROIVANT SCIENCES LTD Healthcare 18,307.0 $397K 0.02% NEW $21.70 +49.4%
851 MCY MERCURY GENERAL CORP Financial Services 4,149.0 $390K 0.02% NEW $94.06 +8.8%
852 SMR NUSCALE POWER CORP Utilities 27,518.0 $390K 0.02% NEW $14.17 -26.7%
853 BDC BELDEN INC Technology 3,217.0 $375K 0.02% NEW $116.55 -10.1%
854 CCC CCC INTELLIGENT SOLUTIONS HO Technology 47,034.0 $374K 0.02% NEW $7.95 -42.9%
855 JBSS JOHN B. SANFILIPPO & SON INC Consumer Defensive 5,278.0 $373K 0.02% NEW $70.60 +7.9%
856 TSLA TESLA INC Consumer Cyclical 824.0 $371K 0.02% NEW $449.72 -7.2%
857 ASPEN INSURANCE HOLDINGS-A 9,987.0 $371K 0.02% NEW $37.10
858 CGON CG ONCOLOGY INC Healthcare 8,895.0 $369K 0.02% NEW $41.52 +55.6%
859 CHYM CHIME FINANCIAL INC-CL A Financial Services 14,611.0 $368K 0.02% NEW $25.17 -28.0%
860 Z ZILLOW GROUP INC - C Communication Services 5,327.0 $363K 0.02% NEW $68.22 -46.5%
Page 43 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%