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 |
|---|---|---|---|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | $141.98万 | 0.09% | 18,389 | -3,946 | -17.7% | -$30.47万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP/NV | $142.19万 | 0.09% | 10,898 | 2,633 | 31.9% | $34.35万 | 重新持有 |
| FCN | FTI CONSULTING INC | $142.20万 | 0.09% | 9,543 | 3,233 | 51.2% | $48.17万 | 加仓 |
| GM | GENERAL MOTORS CO | $142.64万 | 0.09% | 18,506 | -11,214 | -37.7% | -$86.44万 | 减仓 |
| VPG | VISHAY PRECISION GROUP | $142.82万 | 0.09% | 9,527 | 9,527 | — | $142.82万 | 新建仓 |
| BKU | BANKUNITED INC | $143.24万 | 0.09% | 29,564 | 1,022 | 3.6% | $4.95万 | 重新持有 |
| TBBK | BANCORP INC/THE | $143.82万 | 0.09% | 22,959 | 12,995 | 130.4% | $81.40万 | 加仓 |
| PLGO | PELAGOS INSURANCE CAPITAL LT | $144.26万 | 0.09% | 59,245 | 59,245 | — | $144.26万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES | $144.36万 | 0.09% | 2,485 | 2,485 | — | $144.36万 | 新建仓 |
| GNW | GENWORTH FINANCIAL INC | $144.74万 | 0.09% | 152,841 | 106,862 | 232.4% | $101.20万 | 加仓 |
| RUN | SUNRUN INC | $144.91万 | 0.09% | 108,300 | 83,894 | 343.7% | $112.25万 | 重新持有 |
| NET | CLOUDFLARE INC - CLASS A | $145.11万 | 0.09% | 5,916 | 2,527 | 74.6% | $61.98万 | 重新持有 |
| YETI | YETI HOLDINGS INC | $145.31万 | 0.09% | 29,321 | 3,314 | 12.7% | $16.42万 | 加仓 |
| EFX | EQUIFAX INC | $146.53万 | 0.09% | 9,232 | 6,960 | 306.3% | $110.47万 | 加仓 |
| SPGI | S&P GLOBAL INC | $147.10万 | 0.09% | 3,612 | -1,388 | -27.8% | -$56.53万 | 减仓 |
| DUOL | DUOLINGO | $147.61万 | 0.10% | 12,833 | 11,191 | 681.5% | $128.72万 | 重新持有 |
| STAA | STAAR SURGICAL CO | $148.10万 | 0.10% | 51,621 | 51,621 | — | $148.10万 | 新建仓 |
| GRDN | GUARDIAN PHRMCY SERVICES-A | $150.90万 | 0.10% | 36,041 | 13,063 | 56.9% | $54.69万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $151.09万 | 0.10% | 24,441 | 7,903 | 47.8% | $48.86万 | 加仓 |
| — | TECNOGLASS INC | $151.34万 | 0.10% | 32,330 | 32,330 | — | $151.34万 | 新建仓 |
| TOWN | TOWNE BANK | $151.35万 | 0.10% | 41,764 | -3,848 | -8.4% | -$13.95万 | 减仓 |
| AFRM | AFFIRM HOLDINGS INC | $151.42万 | 0.10% | 18,568 | -131,501 | -87.6% | -$1,072.39万 | 减仓 |
| GBCI | GLACIER BANCORP INC | $151.44万 | 0.10% | 29,361 | 4,443 | 17.8% | $22.92万 | 加仓 |
| CDE | COEUR MINING INC | $151.97万 | 0.10% | 93,116 | -482,008 | -83.8% | -$786.64万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $154.26万 | 0.10% | 8,237 | -1,757 | -17.6% | -$32.91万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | $154.36万 | 0.10% | 4,671 | 1,855 | 65.9% | $61.30万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $154.86万 | 0.10% | 50,973 | 50,973 | — | $154.86万 | 新建仓 |
| LKFN | LAKELAND FINANCIAL CORP | $154.87万 | 0.10% | 25,093 | 20,271 | 420.4% | $125.11万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $155.74万 | 0.10% | 4,027 | 4,027 | — | $155.74万 | 新建仓 |
| GOLF | ACUSHNET HOLDINGS CORP | $156.82万 | 0.10% | 13,230 | 4,167 | 46.0% | $49.39万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $156.96万 | 0.10% | 9,007 | -1,022 | -10.2% | -$17.81万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORP | $157.09万 | 0.10% | 59,615 | 32,371 | 118.8% | $85.30万 | 加仓 |
| NVDA | NVIDIA CORP | $157.91万 | 0.10% | 7,892 | -12,244 | -60.8% | -$244.99万 | 减仓 |
| CRWV | COREWEAVE INC-CL A | $158.09万 | 0.10% | 15,882 | 12,121 | 322.3% | $120.65万 | 加仓 |
| PL | PLANET LABS PBC | $158.11万 | 0.10% | 47,725 | 7,796 | 19.5% | $25.83万 | 重新持有 |
| EXEL | EXELIXIS INC | $158.44万 | 0.10% | 29,120 | 9,521 | 48.6% | $51.80万 | 加仓 |
| BMI | BADGER METER INC | $158.78万 | 0.10% | 10,701 | 1,800 | 20.2% | $26.71万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $158.82万 | 0.10% | 2,547 | 2,086 | 452.5% | $130.07万 | 加仓 |
| PNTG | PENNANT GROUP INC/THE | $159.63万 | 0.10% | 43,201 | 26,166 | 153.6% | $96.68万 | 加仓 |
| CMI | CUMMINS INC | $160.12万 | 0.10% | 2,245 | 2,245 | — | $160.12万 | 新建仓 |
| EYE | NATIONAL VISION HOLDINGS INC | $160.59万 | 0.10% | 84,477 | 84,477 | — | $160.59万 | 新建仓 |
| SNAP | SNAP INC - A | $160.63万 | 0.10% | 361,772 | 342,454 | 1,772.7% | $152.05万 | 重新持有 |
| FHN | FIRST HORIZON CORP | $163.40万 | 0.11% | 63,727 | 8,914 | 16.3% | $22.86万 | 加仓 |
| CNXC | CONCENTRIX CORP | $163.63万 | 0.11% | 73,034 | -7,711 | -9.5% | -$17.28万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $163.66万 | 0.11% | 22,893 | -36,464 | -61.4% | -$260.68万 | 减仓 |
| S | SENTINELONE INC -CLASS A | $165.03万 | 0.11% | 97,248 | -36,034 | -27.0% | -$61.15万 | 减仓 |
| IMKTA | INGLES MARKETS INC-CLASS A | $165.25万 | 0.11% | 18,655 | -2,363 | -11.2% | -$20.93万 | 减仓 |
| ARMK | ARAMARK | $166.26万 | 0.11% | 29,220 | 21,919 | 300.2% | $124.72万 | 加仓 |
| IOT | SAMSARA INC-CL A | $166.84万 | 0.11% | 51,445 | 51,445 | — | $166.84万 | 新建仓 |
| RDDT | REDDIT INC-CL A | $167.31万 | 0.11% | 9,639 | -2,369 | -19.7% | -$41.12万 | 减仓 |
| CXM | SPRINKLR INC-A | $167.50万 | 0.11% | 324,611 | 324,611 | — | $167.50万 | 新建仓 |
| NDSN | NORDSON CORP | $168.13万 | 0.11% | 5,573 | 4,057 | 267.6% | $122.40万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $168.41万 | 0.11% | 20,436 | -9,411 | -31.5% | -$77.56万 | 减仓 |
| — | WEBSTER FINANCIAL CORP | $168.44万 | 0.11% | 22,042 | 22,042 | — | $168.44万 | 新建仓 |
| LYB | LYONDELLBASELL INDU-CL A | $169.00万 | 0.11% | 32,098 | 14,775 | 85.3% | $77.79万 | 加仓 |
| CXT | CRANE NXT CO | $169.67万 | 0.11% | 33,165 | 11,014 | 49.7% | $56.35万 | 加仓 |
| BE | BLOOM ENERGY CORP- A | $170.33万 | 0.11% | 5,627 | 3,908 | 227.3% | $118.30万 | 加仓 |
| UTZ | UTZ BRANDS INC | $171.34万 | 0.11% | 222,520 | 191,820 | 624.8% | $147.70万 | 加仓 |
| OZK | BANK OZK | $171.48万 | 0.11% | 32,919 | -5,755 | -14.9% | -$29.98万 | 重新持有 |
| BCC | BOISE CASCADE CO | $171.56万 | 0.11% | 22,100 | 10,178 | 85.4% | $79.01万 | 加仓 |
| UHAL/B | U-HAUL HOLDING CO-NON VOTING | $171.70万 | 0.11% | 29,758 | -2,583 | -8.0% | -$14.90万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $171.83万 | 0.11% | 15,654 | -234 | -1.5% | -$2.57万 | 减仓 |
| DPZ | DOMINO'S PIZZA INC | $172.09万 | 0.11% | 5,813 | -3,284 | -36.1% | -$97.22万 | 减仓 |
| VMC | VULCAN MATERIALS CO | $172.11万 | 0.11% | 5,834 | 2,248 | 62.7% | $66.32万 | 加仓 |
| KKR | KKR & CO INC | $172.12万 | 0.11% | 18,753 | 11,711 | 166.3% | $107.48万 | 重新持有 |
| GOLD | GOLD.COM INC | $173.04万 | 0.11% | 41,587 | 11,687 | 39.1% | $48.63万 | 加仓 |
| BRC | BRADY CORPORATION - CL A | $173.79万 | 0.11% | 18,979 | 13,340 | 236.6% | $122.15万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $174.34万 | 0.11% | 13,799 | 13,799 | — | $174.34万 | 新建仓 |
| EZPW | EZCORP INC-CL A | $174.66万 | 0.11% | 50,525 | 19,081 | 60.7% | $65.96万 | 重新持有 |
| CPNG | COUPANG INC | $175.11万 | 0.11% | 100,812 | 100,812 | — | $175.11万 | 新建仓 |
| PACS | PACS GROUP INC | $175.28万 | 0.11% | 41,106 | -7,681 | -15.7% | -$32.75万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $177.37万 | 0.11% | 1,896 | -1,577 | -45.4% | -$147.52万 | 减仓 |
| — | ACV AUCTIONS INC-A | $178.26万 | 0.12% | 247,921 | 15,737 | 6.8% | $11.31万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $178.42万 | 0.12% | 22,913 | 13,394 | 140.7% | $104.30万 | 重新持有 |
| CHYM | CHIME FINANCIAL INC-CL A | $179.29万 | 0.12% | 87,542 | 72,931 | 499.2% | $149.36万 | 重新持有 |
| EHC | ENCOMPASS HEALTH CORP | $180.57万 | 0.12% | 17,864 | -4,792 | -21.2% | -$48.44万 | 重新持有 |
| TROW | T ROWE PRICE GROUP INC | $180.97万 | 0.12% | 15,918 | 15,918 | — | $180.97万 | 新建仓 |
| CVX | CHEVRON CORP | $181.04万 | 0.12% | 10,922 | -87,425 | -88.9% | -$1,449.16万 | 重新持有 |
| XPO | XPO INC | $181.46万 | 0.12% | 8,839 | 6,098 | 222.5% | $125.19万 | 加仓 |
| MWA | MUELLER WATER PRODUCTS INC-A | $183.02万 | 0.12% | 70,857 | 57,273 | 421.6% | $147.94万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $183.12万 | 0.12% | 209,163 | 189,382 | 957.4% | $165.80万 | 加仓 |
| NGVT | INGEVITY CORP | $183.24万 | 0.12% | 24,540 | 24,540 | — | $183.24万 | 新建仓 |
| CB | CHUBB LTD | $183.45万 | 0.12% | 5,384 | -3,420 | -38.8% | -$116.53万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $183.51万 | 0.12% | 5,423 | 4,278 | 373.6% | $144.77万 | 加仓 |
| GVA | GRANITE CONSTRUCTION INC | $184.13万 | 0.12% | 11,648 | 4,034 | 53.0% | $63.77万 | 加仓 |
| SIGI | SELECTIVE INSURANCE GROUP | $184.56万 | 0.12% | 19,025 | 7,150 | 60.2% | $69.36万 | 重新持有 |
| FHB | FIRST HAWAIIAN INC | $184.77万 | 0.12% | 63,062 | 14,709 | 30.4% | $43.10万 | 加仓 |
| IDT | IDT CORP-CLASS B | $184.85万 | 0.12% | 31,783 | 5,555 | 21.2% | $32.31万 | 加仓 |
| COMP | COMPASS INC - CLASS A | $185.72万 | 0.12% | 150,624 | 135,177 | 875.1% | $166.67万 | 重新持有 |
| CNXN | PC CONNECTION INC | $186.05万 | 0.12% | 25,490 | 15,599 | 157.7% | $113.86万 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC | $186.08万 | 0.12% | 4,958 | -1,883 | -27.5% | -$70.67万 | 减仓 |
| DINO | HF SINCLAIR CORP | $186.35万 | 0.12% | 26,755 | -8,735 | -24.6% | -$60.84万 | 重新持有 |
| FIX | COMFORT SYSTEMS USA INC | $187.10万 | 0.12% | 944 | 79 | 9.1% | $15.66万 | 加仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $187.40万 | 0.12% | 38,584 | 11,625 | 43.1% | $56.46万 | 加仓 |
| HWKN | HAWKINS INC | $187.67万 | 0.12% | 13,207 | 13,207 | — | $187.67万 | 新建仓 |
| NEM | NEWMONT CORP | $187.78万 | 0.12% | 20,105 | 20,105 | — | $187.78万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $188.09万 | 0.12% | 26,065 | 19,941 | 325.6% | $143.89万 | 加仓 |
| CF | CF INDUSTRIES HOLDINGS INC | $188.87万 | 0.12% | 17,446 | -2,177 | -11.1% | -$23.57万 | 重新持有 |
| DXCM | DEXCOM INC | $189.04万 | 0.12% | 28,068 | 4,308 | 18.1% | $29.01万 | 重新持有 |
| HYMC | HYCROFT MINING HOLDING CO-A | $189.50万 | 0.12% | 80,983 | 54,154 | 201.8% | $126.72万 | 加仓 |