DARK FOREST CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001853322
$15.50亿2026Q2 申报市值
777持仓数
7.2%前十大占比 · 第一大 1.1%
201 / 314新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INDA 重新持有+$1,324.95万
BRK/B 新建仓+$1,130.68万
EOG 加仓+$854.06万
IEX 重新持有+$784.95万
WEC 加仓+$753.69万
2026Q2 卖出最多 按季末市值估算
CVX 重新持有-$1,449.16万
MU 减仓-$1,357.45万
BPOP 清仓-$1,179.93万
AFRM 减仓-$1,072.39万
ROKU 清仓-$989.33万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CON | CONCENTRA GROUP HOLDINGS PAR | $39.53万 | 0.03% | 13,286 | -67,255 | -83.5% | -$200.08万 | 重新持有 |
| NTRS | NORTHERN TRUST CORP | $39.69万 | 0.03% | 2,283 | 2,283 | — | $39.69万 | 新建仓 |
| DDOG | DATADOG INC - CLASS A | $39.70万 | 0.03% | 1,525 | -4,658 | -75.3% | -$121.28万 | 减仓 |
| AORT | ARTIVION INC | $40.21万 | 0.03% | 17,896 | 17,896 | — | $40.21万 | 新建仓 |
| AA | ALCOA CORP | $40.27万 | 0.03% | 7,724 | 2,948 | 61.7% | $15.37万 | 加仓 |
| SATL | SATELLOGIC INC-A | $40.40万 | 0.03% | 70,622 | 70,622 | — | $40.40万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOURCE | $40.61万 | 0.03% | 2,462 | -2,530 | -50.7% | -$41.73万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $41.22万 | 0.03% | 14,351 | -40,742 | -74.0% | -$117.01万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $41.41万 | 0.03% | 1,745 | -26,515 | -93.8% | -$629.28万 | 减仓 |
| MYRG | MYR GROUP INC/DELAWARE | $41.43万 | 0.03% | 828 | -10,179 | -92.5% | -$509.36万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $41.52万 | 0.03% | 6,629 | -3,393 | -33.9% | -$21.25万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $42.11万 | 0.03% | 17,686 | -36,584 | -67.4% | -$87.11万 | 减仓 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $42.37万 | 0.03% | 7,137 | -11,697 | -62.1% | -$69.43万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $42.78万 | 0.03% | 27,942 | -15,600 | -35.8% | -$23.88万 | 重新持有 |
| HUBG | HUB GROUP INC-CL A | $43.32万 | 0.03% | 9,893 | 9,893 | — | $43.32万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC-CLASS A | $44.09万 | 0.03% | 5,200 | -2,607 | -33.4% | -$22.10万 | 重新持有 |
| COUR | COURSERA INC | $44.16万 | 0.03% | 78,290 | 78,290 | — | $44.16万 | 新建仓 |
| AXTI | AXT INC | $44.29万 | 0.03% | 6,145 | 735 | 13.6% | $5.30万 | 加仓 |
| ADT | ADT INC | $44.40万 | 0.03% | 68,304 | -433,965 | -86.4% | -$282.08万 | 重新持有 |
| PRAX | PRAXIS PRECISION MEDICINES I | $44.56万 | 0.03% | 1,331 | 1,331 | — | $44.56万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $44.64万 | 0.03% | 8,300 | -41,178 | -83.2% | -$221.46万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $44.87万 | 0.03% | 9,515 | 9,515 | — | $44.87万 | 新建仓 |
| VERX | VERTEX INC - CLASS A | $45.08万 | 0.03% | 39,270 | 27,881 | 244.8% | $32.01万 | 加仓 |
| NTCT | NETSCOUT SYSTEMS INC | $45.27万 | 0.03% | 10,395 | 10,395 | — | $45.27万 | 新建仓 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $45.95万 | 0.03% | 10,300 | 4,793 | 87.0% | $21.38万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $46.09万 | 0.03% | 5,192 | 5,192 | — | $46.09万 | 新建仓 |
| BKD | BROOKDALE SENIOR LIVING INC | $46.28万 | 0.03% | 28,763 | -16,004 | -35.7% | -$25.75万 | 减仓 |
| ACMR | ACM RESEARCH INC-CLASS A | $46.40万 | 0.03% | 3,657 | 3,657 | — | $46.40万 | 新建仓 |
| BOX | BOX INC - CLASS A | $47.25万 | 0.03% | 17,805 | 17,805 | — | $47.25万 | 新建仓 |
| GLOB | GLOBANT SA | $47.28万 | 0.03% | 16,336 | 7,248 | 79.8% | $20.98万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $47.41万 | 0.03% | 11,422 | -8,854 | -43.7% | -$36.75万 | 减仓 |
| CARG | CARGURUS INC | $47.54万 | 0.03% | 13,944 | 13,944 | — | $47.54万 | 新建仓 |
| AES | AES CORP | $47.55万 | 0.03% | 32,438 | 22,015 | 211.2% | $32.27万 | 加仓 |
| IONQ | IONQ INC | $48.15万 | 0.03% | 9,040 | 9,040 | — | $48.15万 | 新建仓 |
| NN | NEXTNAV INC | $48.50万 | 0.03% | 27,204 | 27,204 | — | $48.50万 | 新建仓 |
| ATEX | ANTERIX INC | $48.59万 | 0.03% | 4,720 | 4,720 | — | $48.59万 | 新建仓 |
| VNOM | VIPER ENERGY INC-CL A | $48.69万 | 0.03% | 11,483 | -6,093 | -34.7% | -$25.83万 | 减仓 |
| LUV | SOUTHWEST AIRLINES CO | $48.97万 | 0.03% | 9,523 | -29,086 | -75.3% | -$149.56万 | 减仓 |
| STEP | STEPSTONE GROUP INC-CLASS A | $49.15万 | 0.03% | 11,883 | 11,883 | — | $49.15万 | 新建仓 |
| WLK | WESTLAKE CORP | $49.76万 | 0.03% | 6,817 | 3,067 | 81.8% | $22.39万 | 重新持有 |
| MO | ALTRIA GROUP INC | $50.09万 | 0.03% | 6,962 | -39,472 | -85.0% | -$284.00万 | 减仓 |
| MRTN | MARTEN TRANSPORT LTD | $50.84万 | 0.03% | 29,300 | 3,832 | 15.0% | $6.65万 | 加仓 |
| SSD | SIMPSON MANUFACTURING CO INC | $50.96万 | 0.03% | 2,434 | -16,611 | -87.2% | -$347.75万 | 重新持有 |
| VAL | VALARIS LTD | $51.22万 | 0.03% | 7,055 | -14,071 | -66.6% | -$102.16万 | 重新持有 |
| PRCT | PROCEPT BIOROBOTICS CORP | $51.27万 | 0.03% | 22,708 | -16,894 | -42.7% | -$38.15万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $51.31万 | 0.03% | 9,394 | 6,026 | 178.9% | $32.91万 | 加仓 |
| WHR | WHIRLPOOL CORP | $51.44万 | 0.03% | 13,050 | -15,188 | -53.8% | -$59.87万 | 减仓 |
| ICHR | ICHOR HOLDINGS LTD | $51.70万 | 0.03% | 4,605 | 4,605 | — | $51.70万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $51.79万 | 0.03% | 18,139 | -11,371 | -38.5% | -$32.46万 | 重新持有 |
| META | META PLATFORMS INC-CLASS A | $52.50万 | 0.03% | 932 | 344 | 58.5% | $19.38万 | 加仓 |
| STRA | STRATEGIC EDUCATION INC | $52.68万 | 0.03% | 6,875 | 3,615 | 110.9% | $27.70万 | 加仓 |
| WGO | WINNEBAGO INDUSTRIES | $52.69万 | 0.03% | 16,866 | 4,849 | 40.4% | $15.15万 | 加仓 |
| AUR | AURORA INNOVATION INC | $52.74万 | 0.03% | 77,336 | -95,006 | -55.1% | -$64.79万 | 减仓 |
| IBP | INSTALLED BUILDING PRODUCTS | $53.48万 | 0.03% | 2,327 | 2,327 | — | $53.48万 | 新建仓 |
| RMBS | RAMBUS INC | $53.49万 | 0.03% | 4,030 | 4,030 | — | $53.49万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $53.61万 | 0.03% | 96,588 | 41,895 | 76.6% | $23.25万 | 加仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $53.79万 | 0.03% | 14,834 | -4,160 | -21.9% | -$15.08万 | 减仓 |
| USPH | U.S. PHYSICAL THERAPY INC | $54.02万 | 0.03% | 7,866 | 7,866 | — | $54.02万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $54.22万 | 0.03% | 6,177 | -5,157 | -45.5% | -$45.26万 | 减仓 |
| OLN | OLIN CORP | $54.85万 | 0.04% | 27,676 | -210,728 | -88.4% | -$417.66万 | 重新持有 |
| TFSL | TFS FINANCIAL CORP | $54.86万 | 0.04% | 30,958 | 16,154 | 109.1% | $28.62万 | 加仓 |
| LKQ | LKQ CORP | $55.42万 | 0.04% | 21,049 | -26,034 | -55.3% | -$68.55万 | 减仓 |
| ORCL | ORACLE CORP | $56.13万 | 0.04% | 3,830 | -9,775 | -71.8% | -$143.25万 | 重新持有 |
| CRUS | CIRRUS LOGIC INC | $56.32万 | 0.04% | 3,792 | 3,792 | — | $56.32万 | 新建仓 |
| TPR | TAPESTRY INC | $57.38万 | 0.04% | 3,920 | 3,920 | — | $57.38万 | 新建仓 |
| CVI | CVR ENERGY INC | $57.93万 | 0.04% | 21,036 | -37,637 | -64.1% | -$103.65万 | 重新持有 |
| KVYO | KLAVIYO INC-A | $58.54万 | 0.04% | 38,769 | 38,769 | — | $58.54万 | 新建仓 |
| FRSH | FRESHWORKS INC-CL A | $59.06万 | 0.04% | 58,359 | 16,135 | 38.2% | $16.33万 | 加仓 |
| AMCR | AMCOR PLC | $59.11万 | 0.04% | 13,635 | 463 | 3.5% | $2.01万 | 加仓 |
| RDW | REDWIRE CORP | $59.11万 | 0.04% | 48,331 | 4,609 | 10.5% | $5.64万 | 加仓 |
| ENOV | ENOVIS CORP | $59.53万 | 0.04% | 28,759 | 14,947 | 108.2% | $30.94万 | 加仓 |
| WSFS | WSFS FINANCIAL CORP | $59.60万 | 0.04% | 7,767 | -6,719 | -46.4% | -$51.55万 | 减仓 |
| HPQ | HP INC | $59.80万 | 0.04% | 27,256 | 27,256 | — | $59.80万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $59.90万 | 0.04% | 4,043 | -9,043 | -69.1% | -$133.98万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS | $60.10万 | 0.04% | 103,619 | 103,619 | — | $60.10万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $60.60万 | 0.04% | 2,867 | 2,867 | — | $60.60万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $60.61万 | 0.04% | 1,791 | -1,993 | -52.7% | -$67.44万 | 减仓 |
| ICUI | ICU MEDICAL INC | $61.06万 | 0.04% | 4,165 | -1,146 | -21.6% | -$16.80万 | 减仓 |
| UPST | UPSTART HOLDINGS INC | $61.22万 | 0.04% | 17,280 | -28,556 | -62.3% | -$101.17万 | 减仓 |
| AVT | AVNET INC | $61.39万 | 0.04% | 6,912 | 2,714 | 64.6% | $24.11万 | 加仓 |
| PFBC | PREFERRED BANK/LOS ANGELES | $61.73万 | 0.04% | 5,809 | 1,998 | 52.4% | $21.23万 | 重新持有 |
| BHE | BENCHMARK ELECTRONICS INC | $62.32万 | 0.04% | 6,316 | -26,982 | -81.0% | -$266.23万 | 重新持有 |
| GCT | GIGACLOUD TECHNOLOGY INC - A | $62.74万 | 0.04% | 19,856 | 19,856 | — | $62.74万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $62.81万 | 0.04% | 823 | 823 | — | $62.81万 | 新建仓 |
| DAKT | DAKTRONICS INC | $63.01万 | 0.04% | 32,215 | -5,699 | -15.0% | -$11.15万 | 减仓 |
| ACHR | ARCHER AVIATION INC-A | $63.38万 | 0.04% | 133,993 | 61,350 | 84.5% | $29.02万 | 加仓 |
| TREX | TREX COMPANY INC | $63.74万 | 0.04% | 12,737 | -20,888 | -62.1% | -$104.52万 | 减仓 |
| ELF | ELF BEAUTY INC | $63.79万 | 0.04% | 8,620 | -19 | -0.2% | -$1,406 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $63.84万 | 0.04% | 4,806 | -2,212 | -31.5% | -$29.38万 | 减仓 |
| TWLO | TWILIO INC - A | $63.92万 | 0.04% | 3,098 | -9,883 | -76.1% | -$203.92万 | 减仓 |
| CELH | CELSIUS HOLDINGS INC | $64.94万 | 0.04% | 22,180 | 22,180 | — | $64.94万 | 新建仓 |
| BIO | BIO-RAD LABORATORIES-A | $65.15万 | 0.04% | 2,219 | -1,125 | -33.6% | -$33.03万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $65.17万 | 0.04% | 55,185 | 55,185 | — | $65.17万 | 新建仓 |
| IT | GARTNER INC | $65.28万 | 0.04% | 5,036 | 163 | 3.3% | $2.11万 | 重新持有 |
| PUMP | PROPETRO HOLDING CORP | $65.44万 | 0.04% | 45,632 | -39,812 | -46.6% | -$57.09万 | 减仓 |
| IFF | INTL FLAVORS & FRAGRANCES | $65.93万 | 0.04% | 8,322 | -68,238 | -89.1% | -$540.58万 | 重新持有 |
| OKLO | OKLO INC | $66.24万 | 0.04% | 12,658 | 4,203 | 49.7% | $21.99万 | 加仓 |
| PLPC | PREFORMED LINE PRODUCTS CO | $66.84万 | 0.04% | 1,628 | -189 | -10.4% | -$7.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.25万 | 0.04% | 1,618 | 1,618 | — | $67.25万 | 新建仓 |
| PARR | PAR PACIFIC HOLDINGS INC | $67.71万 | 0.04% | 12,074 | 12,074 | — | $67.71万 | 新建仓 |