DARK FOREST CAPITAL MANAGEMENT LP

data from 30/09/2025

Capitalization

$ 3.334 B 32.89 %

Average holding period

4 ans

Performance

$ 372.792 M 23.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DARK FOREST CAPITAL MANAGEMENT LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 L LOEWS CORP 0.67% 22.207 M $ 221212 2023/06/30 282.852 K $ 9.52 %
2025/09/30 EWZ ISHARES MSCI BRAZIL ETF 0.66% 22.038 M $ 710893 2025/03/31 295.511 K $ 7.45 %
2025/09/30 SPG SIMON PROPERTY GROUP INC 0.63% 21.033 M $ 112073 2024/06/30 2.752 M $ 16.74 %
2025/09/30 VWO VANGUARD FTSE EMERGING MARKE 0.51% 17.008 M $ 313918 2023/03/31 0.000 $ 0.00 %
2025/09/30 INDA ISHARES MSCI INDIA ETF 0.51% 16.885 M $ 324340 2025/09/30 0.000 $ 0.00 %
2025/09/30 COF CAPITAL ONE FINANCIAL CORP 0.49% 16.293 M $ 76644 2024/09/30 -8.690 K $ -0.08 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HOLDINGS 0.45% 15.023 M $ 150305 2024/12/31 -316.304 K $ -4.01 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.44% 14.721 M $ 18485 2024/09/30 624.541 K $ 12.52 %
2025/09/30 WMT WALMART INC 0.40% 13.196 M $ 128038 2022/12/31 143.916 K $ 5.40 %
2025/09/30 BAC BANK OF AMERICA CORP 0.37% 12.461 M $ 263328 2024/06/30 1.124 M $ 9.02 %
2025/09/30 MSFT MICROSOFT CORP 0.35% 11.564 M $ 22326 2021/09/30 747.327 K $ 4.13 %
2025/09/30 AXS AXIS CAPITAL HOLDINGS LTD 0.34% 11.266 M $ 117596 2024/09/30 -337.096 K $ -7.72 %
2025/09/30 CTAS CINTAS CORP 0.34% 11.179 M $ 54463 2024/09/30 -615.592 K $ -7.90 %
2025/09/30 AMZN AMAZON.COM INC 0.33% 10.869 M $ 49500 2023/09/30 10.193 K $ 0.08 %
2025/09/30 BPOP POPULAR INC 0.32% 10.781 M $ 84880 2021/06/30 113.820 K $ 15.24 %
2025/09/30 XBI SS SPDR S&P BIOTECH ETF 0.32% 10.621 M $ 105995 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALSN ALLISON TRANSMISSION HOLDING 0.32% 10.524 M $ 123992 2021/09/30 -487.504 K $ -10.64 %
2025/09/30 OLED UNIVERSAL DISPLAY CORP 0.32% 10.505 M $ 73138 2024/12/31 -291.467 K $ -7.01 %
2025/09/30 LRCX LAM RESEARCH CORP 0.31% 10.418 M $ 77802 2024/12/31 1.266 M $ 37.56 %
2025/09/30 NFLX NETFLIX INC 0.31% 10.396 M $ 8671 2024/09/30 -683.383 K $ -10.47 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.31% 10.240 M $ 30828 2024/03/31 220.435 K $ 4.13 %
2025/09/30 TIP ISHARES TIPS BOND ETF 0.31% 10.204 M $ 91743 2025/06/30 108.256 K $ 1.07 %
2025/09/30 PNW PINNACLE WEST CAPITAL 0.30% 9.952 M $ 110992 2024/09/30 0.000 $ 0.00 %
2025/09/30 FITB FIFTH THIRD BANCORP 0.29% 9.776 M $ 219437 2025/06/30 294.082 K $ 8.32 %
2025/09/30 GE GENERAL ELECTRIC 0.29% 9.725 M $ 37785 2024/09/30 1.641 M $ 16.87 %
2025/09/30 UNP UNION PACIFIC CORP 0.29% 9.637 M $ 40769 2023/03/31 222.665 K $ 2.73 %
2025/09/30 GIS GENERAL MILLS INC 0.29% 9.533 M $ 189069 2024/09/30 -188.907 K $ -2.68 %
2025/09/30 FTI TECHNIPFMC PLC 0.28% 9.418 M $ 273462 2023/09/30 1.370 M $ 14.55 %
2025/09/30 IDA IDACORP INC 0.28% 9.418 M $ 71266 2024/09/30 45.039 K $ 14.47 %
2025/09/30 TCBI TEXAS CAPITAL BANCSHARES INC 0.28% 9.342 M $ 110521 2023/03/31 226.330 K $ 6.46 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.27% 9.087 M $ 40461 2024/09/30 392.287 K $ 3.14 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.27% 9.039 M $ 28657 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY September 25 Puts on SPY US 0.27% 8.993 M $ 13500 2025/03/31 652.454 K $ 7.82 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.27% 8.983 M $ 444467 2025/03/31 520.796 K $ 7.39 %
2025/09/30 MTB M & T BANK CORP 0.26% 8.767 M $ 44361 2024/09/30 0.000 $ 0.00 %
2025/09/30 NE NOBLE CORP PLC 0.26% 8.641 M $ 325454 2022/09/30 563.035 K $ 6.52 %
2025/09/30 DTE DTE ENERGY COMPANY 0.25% 8.370 M $ 59182 2024/09/30 73.993 K $ 6.77 %
2025/09/30 CACI CACI INTERNATIONAL INC -CL A 0.25% 8.276 M $ 16592 2024/12/31 238.795 K $ 4.63 %
2025/09/30 PECO PHILLIPS EDISON & COMPANY IN 0.25% 8.263 M $ 240702 2024/12/31 -13.027 K $ -2.00 %
2025/09/30 POR PORTLAND GENERAL ELECTRIC CO 0.25% 8.181 M $ 185942 2024/03/31 716.532 K $ 8.29 %
2025/09/30 AMEDISYS INC 0.25% 8.177 M $ 83111 2025/03/31 0.000 $ 0.00 %
2025/09/30 PLD PROLOGIS INC 0.24% 8.096 M $ 70699 2024/09/30 355.244 K $ 8.94 %
2025/09/30 ZM ZOOM COMMUNICATIONS INC 0.24% 8.068 M $ 97793 2025/06/30 103.254 K $ 5.80 %
2025/09/30 OVV OVINTIV INC 0.24% 8.038 M $ 199065 2024/12/31 176.560 K $ 6.12 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.24% 7.991 M $ 120443 2025/03/31 -360.886 K $ -5.54 %
2025/09/30 TSCO TRACTOR SUPPLY COMPANY 0.24% 7.974 M $ 140206 2025/06/30 36.588 K $ 7.77 %
2025/09/30 RPRX ROYALTY PHARMA PLC- CL A 0.24% 7.925 M $ 224632 2025/09/30 0.000 $ 0.00 %
2025/09/30 RGA REINSURANCE GROUP OF AMERICA 0.24% 7.899 M $ 41115 2024/06/30 0.000 $ 0.00 %
2025/09/30 CB CHUBB LTD 0.23% 7.830 M $ 27741 2025/06/30 -49.989 K $ -2.58 %
2025/09/30 ROKU ROKU INC 0.23% 7.817 M $ 78070 2024/09/30 492.035 K $ 13.93 %
2025/09/30 TKO TKO GROUP HOLDINGS INC 0.23% 7.783 M $ 38537 2025/03/31 365.682 K $ 11.00 %
2025/09/30 LAUR LAUREATE EDUCATION INC 0.23% 7.764 M $ 246178 2024/12/31 572.024 K $ 34.90 %
2025/09/30 NVDA NVIDIA CORP 0.23% 7.751 M $ 41540 2024/09/30 3.246 M $ 18.10 %
2025/09/30 KEX KIRBY CORP 0.23% 7.630 M $ 91437 2024/12/31 -1.013 M $ -26.42 %
2025/09/30 SON SONOCO PRODUCTS CO 0.23% 7.543 M $ 175054 2024/06/30 -28.243 K $ -1.08 %
2025/09/30 GEV GE VERNOVA INC 0.23% 7.521 M $ 14213 2024/09/30 1.219 M $ 16.21 %
2025/09/30 SUI SUN COMMUNITIES INC 0.22% 7.499 M $ 58135 2025/06/30 68.101 K $ 1.98 %
2025/09/30 UHAL-B U-HAUL HOLDING CO-NON VOTING 0.22% 7.499 M $ 147326 2024/09/30 -184.694 K $ -6.38 %
2025/09/30 VEEV VEEVA SYSTEMS INC-CLASS A 0.22% 7.446 M $ 24995 2024/12/31 395.303 K $ 3.45 %
2025/09/30 SYK STRYKER CORP 0.22% 7.278 M $ 19687 2024/03/31 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP 0.22% 7.177 M $ 46214 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.21% 7.110 M $ 9319 2024/06/30 -146.472 K $ -2.12 %
2025/09/30 ESNT ESSENT GROUP LTD 0.21% 7.086 M $ 111479 2024/09/30 254.286 K $ 4.66 %
2025/09/30 BNL BROADSTONE NET LEASE INC 0.21% 7.079 M $ 396124 2021/09/30 235.367 K $ 11.34 %
2025/09/30 AVGO BROADCOM INC 0.21% 7.075 M $ 21446 2023/03/31 868.919 K $ 19.68 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.21% 7.027 M $ 212566 2022/12/31 -1.605 M $ -22.84 %
2025/09/30 KHC KRAFT HEINZ CO/THE 0.21% 7.020 M $ 269592 2024/09/30 94.146 K $ 0.85 %
2025/09/30 TMUS T-MOBILE US INC 0.21% 6.971 M $ 29121 2025/06/30 20.728 K $ 0.47 %
2025/09/30 RELY REMITLY GLOBAL INC 0.21% 6.913 M $ 368281 2025/03/31 -909.654 K $ -13.16 %
2025/09/30 CRH CRH PLC 0.21% 6.913 M $ 57653 2024/09/30 0.000 $ 0.00 %
2025/09/30 FTAI FTAI AVIATION LTD 0.21% 6.905 M $ 41380 2023/03/31 2.095 M $ 45.05 %
2025/09/30 AOS SMITH (A.O.) CORP 0.20% 6.770 M $ 92226 2023/03/31 772.467 K $ 11.96 %
2025/09/30 ENS ENERSYS 0.20% 6.757 M $ 59815 2025/03/31 0.000 $ 0.00 %
2025/09/30 ITW ILLINOIS TOOL WORKS 0.20% 6.753 M $ 25897 2023/03/31 50.027 K $ 5.46 %
2025/09/30 GPC GENUINE PARTS CO 0.20% 6.750 M $ 55640 2023/03/31 962.015 K $ 14.25 %
2025/09/30 KGS KODIAK GAS SERVICES INC 0.20% 6.692 M $ 195260 2024/03/31 527.201 K $ 7.88 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 0.20% 6.668 M $ 52499 2024/06/30 63.940 K $ 3.58 %
2025/09/30 EPR EPR PROPERTIES 0.19% 6.432 M $ 110878 2025/06/30 -2.000 K $ -0.43 %
2025/09/30 OMF ONEMAIN HOLDINGS INC 0.19% 6.417 M $ 113660 2021/12/31 -15.694 K $ -0.95 %
2025/09/30 URI UNITED RENTALS INC 0.19% 6.367 M $ 6669 2024/09/30 733.391 K $ 26.71 %
2025/09/30 CLH CLEAN HARBORS INC 0.19% 6.355 M $ 27367 2025/03/31 28.499 K $ 0.45 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.19% 6.344 M $ 52277 2025/03/31 1.009 M $ 19.96 %
2025/09/30 GGG GRACO INC 0.19% 6.335 M $ 74561 2024/12/31 -148.637 K $ -1.17 %
2025/09/30 AIT APPLIED INDUSTRIAL TECH INC 0.19% 6.329 M $ 24243 2024/12/31 669.983 K $ 12.30 %
2025/09/30 CRUS CIRRUS LOGIC INC 0.19% 6.321 M $ 50454 2024/12/31 1.075 M $ 20.17 %
2025/09/30 HQY HEALTHEQUITY INC 0.19% 6.282 M $ 66292 2025/06/30 -60.659 K $ -9.54 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.19% 6.278 M $ 64309 2024/03/31 -484.589 K $ -9.11 %
2025/09/30 LITE LUMENTUM HOLDINGS INC 0.19% 6.265 M $ 38504 2023/12/31 477.676 K $ 71.17 %
2025/09/30 STZ CONSTELLATION BRANDS INC-A 0.19% 6.237 M $ 46315 2024/09/30 -124.644 K $ -17.22 %
2025/09/30 W WAYFAIR INC- CLASS A 0.19% 6.219 M $ 69623 2025/09/30 0.000 $ 0.00 %
2025/09/30 MS MORGAN STANLEY 0.18% 6.160 M $ 38751 2024/09/30 1.712 M $ 12.85 %
2025/09/30 BKH BLACK HILLS CORP 0.18% 6.159 M $ 100003 2024/12/31 583.438 K $ 9.79 %
2025/09/30 BFAM BRIGHT HORIZONS FAMILY SOLUT 0.18% 6.158 M $ 56715 2022/03/31 0.000 $ 0.00 %
2025/09/30 PLXS PLEXUS CORP 0.18% 6.157 M $ 42556 2023/09/30 169.412 K $ 6.93 %
2025/09/30 CDP COPT DEFENSE PROPERTIES 0.18% 6.144 M $ 211410 2025/03/31 292.032 K $ 5.37 %
2025/09/30 SYNA SYNAPTICS INC 0.18% 6.105 M $ 89338 2024/12/31 188.788 K $ 5.43 %
2025/09/30 DHI DR HORTON INC 0.18% 6.085 M $ 35906 2023/06/30 608.939 K $ 31.45 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGY 0.18% 6.081 M $ 80968 2024/09/30 0.000 $ 0.00 %
2025/09/30 MKL MARKEL GROUP INC 0.18% 6.068 M $ 3038 2024/06/30 -261.268 K $ -4.31 %
2025/09/30 SMCI SUPER MICRO COMPUTER INC 0.18% 6.046 M $ 126112 2025/09/30 0.000 $ 0.00 %