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Dark Forest Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Dark Forest Capital Management’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Buy
34,686
+23,189
+202% +$1.66M 0.18% 180
2026
Q1 		$650K Buy
11,497
+1,150
+11% +$62.2K 0.06% 500
2025
Q4 		$476K Sell
10,347
-61,844
-86% -$2.99M 0.02% 822
2025
Q3 		$2.89M Buy
+72,191
New +$2.26M 0.11% 309

Other funds holding SEI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dark Forest Capital Management's SEI Position: Q2 2026 in Review

Dark Forest Capital Management increased its Solaris Energy Infrastructure (SEI) stake by 202% in Q2 2026, buying an estimated $1.66M and bringing the position to 34,686 shares worth $2.79M. The position accounts for 0.18% of the portfolio, ranked #180.

Dark Forest Capital Management first reported a position in SEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.89M in Q3 2025. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Dark Forest Capital Management held 34,686 shares of Solaris Energy Infrastructure worth $2.79M as of Q2 2026.
  • Dark Forest Capital Management bought 23,189 Solaris Energy Infrastructure shares in Q2 2026, an estimated $1.66M.
  • Solaris Energy Infrastructure made up 0.18% of Dark Forest Capital Management's portfolio in Q2 2026, its #180 holding.
  • Dark Forest Capital Management first reported a position in Solaris Energy Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • Dark Forest Capital Management's Solaris Energy Infrastructure position peaked at $2.89M in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.