Bayforest Capital Ltd
LONDON X0 · SEC CIK 0002048423
$8,930.53万2026Q1 申报市值
879持仓数
5.0%前十大占比 · 第一大 0.6%
270 / 154新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APOGEE THERAPEUT 新建仓+$51.03万
SNDK 新建仓+$51.02万
PIPR 新建仓+$44.37万
RUSHA 新建仓+$44.22万
FSLY 加仓+$38.84万
2026Q1 卖出最多 按季末市值估算
ALB 重新持有-$104.61万
TS 重新持有-$97.66万
MRNA 减仓-$91.76万
SWX 清仓-$88.85万
AM 重新持有-$86.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -11,103 | -100.0% | -$88.85万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -10,491 | -100.0% | -$52.87万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -44,300 | -100.0% | -$51.70万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -4,731 | -100.0% | -$48.05万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -7,076 | -100.0% | -$43.47万 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -11,527 | -100.0% | -$43.08万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -52,844 | -100.0% | -$42.65万 | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCEL | FUELCELL ENERGY INC | $0 | 0.00% | 0 | -56,032 | -100.0% | -$40.96万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -8,204 | -100.0% | -$40.23万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -4,572 | -100.0% | -$39.87万 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | -10,736 | -100.0% | -$38.97万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -19,144 | -100.0% | -$33.27万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | -11,231 | -100.0% | -$33.13万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,876 | -100.0% | -$33.02万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$32.88万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -60,680 | -100.0% | -$31.19万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -21,009 | -100.0% | -$31.07万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -392 | -100.0% | -$30.26万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -8,973 | -100.0% | -$30.10万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -919 | -100.0% | -$30.08万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -10,633 | -100.0% | -$28.80万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -2,499 | -100.0% | -$28.22万 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -256 | -100.0% | -$28.12万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -3,662 | -100.0% | -$27.26万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -3,154 | -100.0% | -$27.17万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | -14,243 | -100.0% | -$26.63万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAR | AVIS BUDGET GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LXP INDUSTRIAL TRUST | $0 | 0.00% | 0 | -5,012 | -100.0% | -$24.85万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,433 | -100.0% | -$24.28万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -9,763 | -100.0% | -$23.07万 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -9,055 | -100.0% | -$23.04万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -663 | -100.0% | -$21.79万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$21.20万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,396 | -100.0% | -$20.83万 | 清仓 |
| FBP | FIRST BANCORP P R | $0 | 0.00% | 0 | -9,981 | -100.0% | -$20.69万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -34,715 | -100.0% | -$20.24万 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,304 | -100.0% | -$19.58万 | 清仓 |
| SKY | CHAMPION HOMES INC | $0 | 0.00% | 0 | -2,308 | -100.0% | -$19.50万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -801 | -100.0% | -$19.46万 | 清仓 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -1,508 | -100.0% | -$18.30万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -3,242 | -100.0% | -$17.83万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADNT | ADIENT PLC | $0 | 0.00% | 0 | -9,144 | -100.0% | -$17.53万 | 清仓 |
| SGRY | SURGERY PARTNERS INC | $0 | 0.00% | 0 | -11,169 | -100.0% | -$17.26万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -6,682 | -100.0% | -$17.25万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -871 | -100.0% | -$17.15万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -3,512 | -100.0% | -$16.43万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -1,995 | -100.0% | -$16.36万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -5,208 | -100.0% | -$16.04万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -4,115 | -100.0% | -$15.67万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $0 | 0.00% | 0 | -9,843 | -100.0% | -$15.24万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -3,616 | -100.0% | -$15.15万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -14,195 | -100.0% | -$15.00万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -10,427 | -100.0% | -$13.85万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,096 | -100.0% | -$13.79万 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -1,010 | -100.0% | -$13.03万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -1,952 | -100.0% | -$12.29万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,407 | -100.0% | -$12.28万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -6,268 | -100.0% | -$12.08万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -260 | -100.0% | -$11.84万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -5,943 | -100.0% | -$11.79万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -1,586 | -100.0% | -$11.69万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |