DARK FOREST CAPITAL MANAGEMENT LP Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.3T

Holdings

1,064

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,064 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
250,100$106.9B8.23%Put
2
GOOGLALPHABET INC
300,000$39.3B3.02%
3
LULULULULEMON ATHLETICA INC
44,292$17.1B1.32%
4
VTVANGUARD INTL EQUITY INDEX F
142,330$13.3B1.02%
5
VMBSVANGUARD SCOTTSDALE FDS
264,954$11.6B0.89%
6
KSSKOHLS CORP
515,653$10.8B0.83%
7
KKRKKR & CO INC
155,778$9.6B0.74%
8
VCSHVANGUARD SCOTTSDALE FDS
108,923$8.2B0.63%
9
VWOVANGUARD INTL EQUITY INDEX F
184,925$7.3B0.56%
10
JNKSPDR SER TR
78,934$7.1B0.55%
11
JWNUSDNORDSTROM INC
447,566$6.7B0.51%
12
CNGLCANNA GLOBAL ACQUISITION COR
543,436$5.9B0.45%
13
0C3ENDEAVOR GROUP HLDGS INC
282,463$5.6B0.43%
14
LNGCHENIERE ENERGY INC
32,814$5.4B0.42%
15
CRICARTERS INC
77,033$5.3B0.41%
16
BKLNINVESCO EXCH TRADED FD TR II
235,847$5.0B0.38%
17
VOVANGUARD INDEX FDS
22,702$4.7B0.36%
18
WERNWERNER ENTERPRISES INC
106,744$4.2B0.32%
19
FIGSFIGS INC
695,422$4.1B0.32%
20
HELEHELEN OF TROY LTD
35,144$4.1B0.32%
21
FASTFASTENAL CO
74,611$4.1B0.31%
22
ASBASSOCIATED BANC CORP
238,155$4.1B0.31%
23
CALYTOPGOLF CALLAWAY BRANDS CORP
286,339$4.0B0.31%
24
ICVTISHARES TR
51,231$3.8B0.29%
25
LPLALPL FINL HLDGS INC
15,625$3.7B0.29%
26
BECNUSDBEACON ROOFING SUPPLY INC
46,529$3.6B0.28%
27
LIILENNOX INTL INC
9,425$3.5B0.27%
28
SJNKSPDR SER TR
142,561$3.5B0.27%
29
ALLEALLEGION PLC
33,364$3.5B0.27%
30
XLRESELECT SECTOR SPDR TR
101,051$3.4B0.27%
31
UALUNITED AIRLS HLDGS INC
81,124$3.4B0.26%
32
LRCXEURLAM RESEARCH CORP
5,439$3.4B0.26%
33
HLFHERBALIFE LTD
241,394$3.4B0.26%
34
WTSWATTS WATER TECHNOLOGIES INC
19,454$3.4B0.26%
35
ALGMALLEGRO MICROSYSTEMS INC
100,700$3.2B0.25%
36
GOGROCERY OUTLET HLDG CORP
107,406$3.1B0.24%
37
APPFAPPFOLIO INC
16,620$3.0B0.23%
38
TDWTIDEWATER INC NEW
42,311$3.0B0.23%
39
EMBISHARES TR
36,328$3.0B0.23%
40
NXPINXP SEMICONDUCTORS N V
14,977$3.0B0.23%
41
LBRDKLIBERTY BROADBAND CORP
32,692$3.0B0.23%
42
KOCOCA COLA CO
53,003$3.0B0.23%
43
AIRCUSDAPARTMENT INCOME REIT CORP
95,021$2.9B0.22%
44
VICRVICOR CORP
49,090$2.9B0.22%
45
HDHOME DEPOT INC
9,500$2.9B0.22%
46
MKLMARKEL GROUP INC
1,945$2.9B0.22%
47
XRTSPDR SER TR
46,994$2.9B0.22%
48
CPECALLON PETE CO DEL
72,876$2.9B0.22%
49
MCDMCDONALDS CORP
10,807$2.8B0.22%
50
PRGOPERRIGO CO PLC
88,945$2.8B0.22%
51
VIRTVIRTU FINL INC
163,811$2.8B0.22%
52
WMSADVANCED DRAIN SYS INC DEL
24,824$2.8B0.22%
53
FLOFLOWERS FOODS INC
126,200$2.8B0.22%
54
DPZDOMINOS PIZZA INC
7,242$2.7B0.21%
55
PAGPPLAINS GP HLDGS L P
170,159$2.7B0.21%
56
SKYWSKYWEST INC
64,272$2.7B0.21%
57
LNTALLIANT ENERGY CORP
55,571$2.7B0.21%
58
WWDWOODWARD INC
21,551$2.7B0.21%
59
VTWOVANGUARD SCOTTSDALE FDS
37,436$2.7B0.21%
60
PXDEURPIONEER NAT RES CO
11,559$2.7B0.20%
61
EWAISHARES INC
122,894$2.6B0.20%
62
FLSFLOWSERVE CORP
66,067$2.6B0.20%
63
PSXPHILLIPS 66
21,748$2.6B0.20%
64
VNTVONTIER CORPORATION
84,372$2.6B0.20%
65
TSAACI WORLDWIDE INC
114,437$2.6B0.20%
66
AFWALIGN TECHNOLOGY INC
8,454$2.6B0.20%
67
HUNHUNTSMAN CORP
105,627$2.6B0.20%
68
AMHAMERICAN HOMES 4 RENT
75,132$2.5B0.19%
69
GHCGRAHAM HLDGS CO
4,341$2.5B0.19%
70
NDAQNASDAQ INC
52,055$2.5B0.19%
71
ENVUSDENVESTNET INC
57,345$2.5B0.19%
72
LDOSLEIDOS HOLDINGS INC
27,391$2.5B0.19%
73
XRAYDENTSPLY SIRONA INC
73,702$2.5B0.19%
74
BLBLACKLINE INC
45,124$2.5B0.19%
75
BKRBAKER HUGHES COMPANY
70,294$2.5B0.19%
76
OIIOCEANEERING INTL INC
95,797$2.5B0.19%
77
GDRXGOODRX HLDGS INC
435,912$2.5B0.19%
78
FRSHFRESHWORKS INC
121,700$2.4B0.19%
79
AGNCAGNC INVT CORP
255,402$2.4B0.19%
80
SMSM ENERGY CO
60,407$2.4B0.18%
81
CMECME GROUP INC
11,926$2.4B0.18%
82
IEIINSIGHT ENTERPRISES INC
16,404$2.4B0.18%
83
ITWILLINOIS TOOL WKS INC
10,339$2.4B0.18%
84
OCOWENS CORNING NEW
17,448$2.4B0.18%
85
PAHUSDELEMENT SOLUTIONS INC
120,621$2.4B0.18%
86
PEPPEPSICO INC
13,925$2.4B0.18%
87
BLDTOPBUILD CORP
9,369$2.4B0.18%
88
AMATAPPLIED MATLS INC
16,866$2.3B0.18%
89
CRBGCOREBRIDGE FINL INC
118,104$2.3B0.18%
90
HEIHEICO CORP NEW
18,000$2.3B0.18%
91
SSNCSS&C TECHNOLOGIES HLDGS INC
44,095$2.3B0.18%
92
BNLBROADSTONE NET LEASE INC
161,880$2.3B0.18%
93
JPMJPMORGAN CHASE & CO
15,934$2.3B0.18%
94
AAONAAON INC
40,595$2.3B0.18%
95
COSCNO FINL GROUP INC
96,660$2.3B0.18%
96
BXSLBLACKSTONE SECD LENDING FD
83,136$2.3B0.18%
97
HRBBLOCK H & R INC
52,814$2.3B0.18%
98
SKINTHE BEAUTY HEALTH COMPANY
377,114$2.3B0.17%
99
OGM1COGENT COMMUNICATIONS HLDGS
36,629$2.3B0.17%
100
NOVNOV INC
107,308$2.2B0.17%
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