DARK FOREST CAPITAL MANAGEMENT LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.5T

Holdings

1,136

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,136 positions)

StockValue
LNGCHENIERE ENERGY INC
$19.5B
MSFTMICROSOFT CORP
$18.1B
NVDANVIDIA CORP
$17.9B
PANWPALO ALTO NETWORKS INC
$17.8B
SPGSIMON PROPERTY GROUP INC
$16.4B
DWDMORGAN STANLEY
$13.3B
AAPLAPPLE INC
$12.9B
GGGGRACO INC
$12.7B
FERGFERGUSON ENTERPRISES INC
$12.5B
BACBANK OF AMERICA CORP
$12.5B
AMZNAMAZON.COM INC
$12.4B
VEEVVEEVA SYSTEMS INC-CLASS A
$11.5B
MGYMAGNOLIA OIL & GAS CORP - A
$11.2B
KHCKRAFT HEINZ CO/THE
$11.0B
BLKBLACKROCK INC
$10.3B
COFCAPITAL ONE FINANCIAL CORP
$10.3B
TIPISHARES TIPS BOND ETF
$10.1B
GEGENERAL ELECTRIC
$9.7B
FTITECHNIPFMC PLC
$9.4B
ORIOLD REPUBLIC INTL CORP
$9.3B
PSXPHILLIPS 66
$9.3B
DOVDOVER CORP
$9.2B
SYU1SYNOVUS FINANCIAL CORP
$9.1B
SPYSeptember 25 Puts on SPY US
$9.0B
RRRRED ROCK RESORTS INC-CLASS A
$8.9B
NENOBLE CORP PLC
$8.6B
PORPORTLAND GENERAL ELECTRIC CO
$8.6B
ARWARROW ELECTRONICS INC
$8.5B
GMGENERAL MOTORS CO
$8.4B
LMTLOCKHEED MARTIN CORP
$8.4B
AMEDAMEDISYS INC
$8.2B
UNPUNION PACIFIC CORP
$8.1B
OXYOCCIDENTAL PETROLEUM CORP
$7.9B
BAHBOOZ ALLEN HAMILTON HOLDINGS
$7.9B
CITCINTAS CORP
$7.8B
SRESEMPRA
$7.8B
SBACSBA COMMUNICATIONS CORP
$7.7B
GEVGE VERNOVA INC
$7.5B
METMETLIFE INC
$7.4B
EXPOEXPONENT INC
$7.2B
ARESARES MANAGEMENT CORP - A
$7.2B
AMKRAMKOR TECHNOLOGY INC
$7.1B
NLYANNALY CAPITAL MANAGEMENT IN
$7.1B
GISGENERAL MILLS INC
$7.0B
KDPKEURIG DR PEPPER INC
$7.0B
UEOWESTLAKE CORP
$7.0B
NWENORTHWESTERN ENERGY GROUP IN
$6.9B
RELYREMITLY GLOBAL INC
$6.9B
LLYELI LILLY & CO
$6.9B
DLTRDOLLAR TREE INC
$6.8B
GPCGENUINE PARTS CO
$6.7B
AVAAVISTA CORP
$6.7B
KGSKODIAK GAS SERVICES INC
$6.7B
SCHWSCHWAB (CHARLES) CORP
$6.7B
INTUINTUIT INC
$6.6B
RGLDROYAL GOLD INC
$6.5B
NFLXNETFLIX INC
$6.5B
PBPROSPERITY BANCSHARES INC
$6.5B
AOSSMITH (A.O.) CORP
$6.5B
GLPIGAMING AND LEISURE PROPERTIE
$6.4B
CLHCLEAN HARBORS INC
$6.3B
AYIACUITY INC
$6.3B
APDAIR PRODUCTS & CHEMICALS INC
$6.2B
ZIONZIONS BANCORP NA
$6.2B
BSYBENTLEY SYSTEMS INC-CLASS B
$6.1B
MTGMGIC INVESTMENT CORP
$6.1B
MKLMARKEL GROUP INC
$6.1B
HWMHOWMET AEROSPACE INC
$6.0B
TRVCCITIGROUP INC
$6.0B
SSDSIMPSON MANUFACTURING CO INC
$6.0B
KMXCARMAX INC
$6.0B
BKHBLACK HILLS CORP
$6.0B
PPCPILGRIM'S PRIDE CORP
$6.0B
SANMSANMINA CORP
$5.9B
SIGISELECTIVE INSURANCE GROUP
$5.9B
TOLTOLL BROTHERS INC
$5.9B
IBMINTL BUSINESS MACHINES CORP
$5.9B
DEIDOUGLAS EMMETT INC
$5.9B
PEPPEPSICO INC
$5.8B
MTDRMATADOR RESOURCES CO
$5.8B
WTSWATTS WATER TECHNOLOGIES-A
$5.7B
ORLYO'REILLY AUTOMOTIVE INC
$5.7B
DDOGDATADOG INC - CLASS A
$5.7B
RCLROYAL CARIBBEAN CRUISES LTD
$5.6B
CRCCALIFORNIA RESOURCES CORP
$5.6B
CRDOCREDO TECHNOLOGY GROUP HOLDI
$5.5B
FFINFIRST FINL BANKSHARES INC
$5.5B
ESNTESSENT GROUP LTD
$5.5B
AITAPPLIED INDUSTRIAL TECH INC
$5.4B
CDPCOPT DEFENSE PROPERTIES
$5.4B
LAMRLAMAR ADVERTISING CO-A
$5.4B
AXPAMERICAN EXPRESS CO
$5.3B
CRUSCIRRUS LOGIC INC
$5.3B
BSXBOSTON SCIENTIFIC CORP
$5.3B
SPGIS&P GLOBAL INC
$5.3B
KEYSKEYSIGHT TECHNOLOGIES IN
$5.2B
CNPCENTERPOINT ENERGY INC
$5.2B
VRSNVERISIGN INC
$5.2B
UDRUDR INC
$5.2B
CA8ACACI INTERNATIONAL INC -CL A
$5.2B
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