Bayforest Capital Ltd
LONDON X0 · SEC CIK 0002048423
$1.08亿2026Q2 申报市值
917持仓数
4.6%前十大占比 · 第一大 0.6%
290 / 335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
SLDE 新建仓+$68.38万
ARE 加仓+$55.05万
TALO 加仓+$46.66万
PRM 加仓+$45.79万
ABG 加仓+$44.34万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$162.12万
DOCN 重新持有-$74.18万
ROKU 减仓-$52.51万
VCEL 重新持有-$48.64万
ARCB 减仓-$45.95万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AVALONBAY CMNTYS INC | $12.43万 | 0.11% | 659 | 517 | 364.1% | $9.76万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $12.48万 | 0.12% | 3,394 | 1,010 | 42.4% | $3.71万 | 重新持有 |
| NTLA | INTELLIA THERAPEUTICS INC | $12.53万 | 0.12% | 7,403 | 1,033 | 16.2% | $1.75万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $12.54万 | 0.12% | 5,291 | -5,465 | -50.8% | -$12.96万 | 减仓 |
| TRIP | TRIPADVISOR INC | $12.61万 | 0.12% | 9,201 | 2,572 | 38.8% | $3.53万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $12.63万 | 0.12% | 557 | 15 | 2.8% | $3,402 | 加仓 |
| RNG | RINGCENTRAL INC | $12.65万 | 0.12% | 3,246 | 3,246 | — | $12.65万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $12.66万 | 0.12% | 471 | 142 | 43.2% | $3.82万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $12.70万 | 0.12% | 679 | 679 | — | $12.70万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $12.74万 | 0.12% | 1,628 | 1,628 | — | $12.74万 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $12.75万 | 0.12% | 2,924 | 2,924 | — | $12.75万 | 新建仓 |
| KR | KROGER CO | $12.78万 | 0.12% | 2,301 | 2,301 | — | $12.78万 | 新建仓 |
| CC | CHEMOURS CO | $12.79万 | 0.12% | 6,231 | -2,219 | -26.3% | -$4.55万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $12.80万 | 0.12% | 619 | -1,472 | -70.4% | -$30.44万 | 减仓 |
| IVZ | INVESCO LTD | $12.83万 | 0.12% | 4,860 | 4,860 | — | $12.83万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $12.83万 | 0.12% | 7,832 | -3,384 | -30.2% | -$5.54万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $12.89万 | 0.12% | 14,907 | 5,035 | 51.0% | $4.36万 | 加仓 |
| UI | UBIQUITI INC | $12.92万 | 0.12% | 242 | 104 | 75.4% | $5.55万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $12.94万 | 0.12% | 5,780 | 5,780 | — | $12.94万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $12.98万 | 0.12% | 366 | 288 | 369.2% | $10.21万 | 加仓 |
| KBH | KB HOME | $13.01万 | 0.12% | 2,079 | 2,079 | — | $13.01万 | 新建仓 |
| GIS | GENERAL MILLS INC | $13.02万 | 0.12% | 3,740 | 2,531 | 209.3% | $8.81万 | 重新持有 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $13.06万 | 0.12% | 2,480 | -1,556 | -38.6% | -$8.19万 | 减仓 |
| RLI | RLI CORP | $13.07万 | 0.12% | 2,212 | -2,038 | -48.0% | -$12.04万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $13.11万 | 0.12% | 2,093 | 2,093 | — | $13.11万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $13.11万 | 0.12% | 5,850 | 643 | 12.3% | $1.44万 | 加仓 |
| CVS | CVS HEALTH CORP | $13.12万 | 0.12% | 1,268 | -3,546 | -73.7% | -$36.68万 | 减仓 |
| LIVN | LIVANOVA PLC | $13.13万 | 0.12% | 1,597 | 1,597 | — | $13.13万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $13.14万 | 0.12% | 1,213 | -2,918 | -70.6% | -$31.62万 | 减仓 |
| KEY | KEYCORP | $13.18万 | 0.12% | 5,719 | 4,869 | 572.8% | $11.22万 | 加仓 |
| MELI | MERCADOLIBRE INC | $13.24万 | 0.12% | 78 | -50 | -39.1% | -$8.49万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $13.31万 | 0.12% | 646 | 564 | 687.8% | $11.62万 | 加仓 |
| DG | DOLLAR GEN CORP | $13.34万 | 0.12% | 1,159 | 289 | 33.2% | $3.33万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $13.35万 | 0.12% | 3,857 | 3,857 | — | $13.35万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $13.39万 | 0.12% | 2,636 | 343 | 15.0% | $1.74万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.43万 | 0.12% | 10,110 | 7,053 | 230.7% | $9.37万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $13.45万 | 0.12% | 1,768 | 801 | 82.8% | $6.09万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $13.45万 | 0.12% | 264 | 141 | 114.6% | $7.18万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $13.45万 | 0.12% | 1,091 | 1,091 | — | $13.45万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $13.53万 | 0.13% | 11,959 | 11,227 | 1,533.7% | $12.70万 | 重新持有 |
| SBRA | SABRA HEALTH CARE REIT INC | $13.53万 | 0.13% | 6,937 | 726 | 11.7% | $1.42万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $13.64万 | 0.13% | 4,655 | -5,686 | -55.0% | -$16.66万 | 减仓 |
| VELO | VELO3D INC | $13.65万 | 0.13% | 7,777 | 7,777 | — | $13.65万 | 新建仓 |
| DCH | DAUCH CORP | $13.67万 | 0.13% | 25,224 | 25,224 | — | $13.67万 | 新建仓 |
| VIRT | VIRTU FINL INC | $13.68万 | 0.13% | 2,296 | 1,491 | 185.2% | $8.88万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $13.71万 | 0.13% | 1,914 | 1,760 | 1,142.9% | $12.61万 | 加仓 |
| FROG | JFROG LTD | $13.78万 | 0.13% | 1,516 | 1,472 | 3,345.5% | $13.38万 | 加仓 |
| TSN | TYSON FOODS INC | $13.78万 | 0.13% | 2,407 | -52 | -2.1% | -$2,977 | 减仓 |
| PJT | PJT PARTNERS INC | $13.81万 | 0.13% | 915 | -534 | -36.9% | -$8.06万 | 减仓 |
| BOX | BOX INC | $13.82万 | 0.13% | 5,207 | 1,398 | 36.7% | $3.71万 | 加仓 |
| LRN | STRIDE INC | $13.88万 | 0.13% | 1,610 | 1,610 | — | $13.88万 | 新建仓 |
| LFUS | LITTELFUSE INC | $13.89万 | 0.13% | 305 | -503 | -62.3% | -$22.90万 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $13.92万 | 0.13% | 1,278 | 1,278 | — | $13.92万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $13.94万 | 0.13% | 1,260 | 345 | 37.7% | $3.82万 | 重新持有 |
| RL | RALPH LAUREN CORP | $14.01万 | 0.13% | 349 | 349 | — | $14.01万 | 新建仓 |
| MDU | MDU RES GROUP INC | $14.01万 | 0.13% | 6,606 | 6,606 | — | $14.01万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $14.10万 | 0.13% | 473 | 173 | 57.7% | $5.16万 | 加仓 |
| NOV | NOV INC | $14.17万 | 0.13% | 7,639 | -4,099 | -34.9% | -$7.60万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $14.24万 | 0.13% | 4,248 | 3,328 | 361.7% | $11.16万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $14.25万 | 0.13% | 1,329 | 1,329 | — | $14.25万 | 新建仓 |
| OLN | OLIN CORP | $14.31万 | 0.13% | 7,222 | 2,031 | 39.1% | $4.03万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $14.33万 | 0.13% | 1,846 | 1,846 | — | $14.33万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $14.36万 | 0.13% | 417 | 417 | — | $14.36万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $14.40万 | 0.13% | 3,016 | 1,047 | 53.2% | $5.00万 | 加仓 |
| BIIB | BIOGEN INC | $14.41万 | 0.13% | 667 | -220 | -24.8% | -$4.75万 | 重新持有 |
| KIM | KIMCO REALTY CORP | $14.42万 | 0.13% | 5,688 | -5,903 | -50.9% | -$14.96万 | 减仓 |
| ALLY | ALLY FINL INC | $14.43万 | 0.13% | 3,141 | 1,610 | 105.2% | $7.40万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $14.45万 | 0.13% | 427 | 427 | — | $14.45万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $14.45万 | 0.13% | 3,240 | 833 | 34.6% | $3.72万 | 重新持有 |
| MRNA | MODERNA INC | $14.45万 | 0.13% | 2,064 | -1,842 | -47.2% | -$12.90万 | 减仓 |
| ETOR | ETORO GROUP LTD | $14.47万 | 0.13% | 3,665 | -6,061 | -62.3% | -$23.92万 | 减仓 |
| ALB | ALBEMARLE CORP | $14.53万 | 0.13% | 1,076 | 1,044 | 3,262.5% | $14.10万 | 加仓 |
| POST | POST HLDGS INC | $14.57万 | 0.13% | 1,651 | 1,416 | 602.6% | $12.50万 | 加仓 |
| BAX | BAXTER INTL INC | $14.63万 | 0.14% | 6,861 | 5,701 | 491.5% | $12.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $14.67万 | 0.14% | 414 | 414 | — | $14.67万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $14.68万 | 0.14% | 382 | 359 | 1,560.9% | $13.79万 | 加仓 |
| P | EVERPURE INC | $14.74万 | 0.14% | 1,871 | 1,871 | — | $14.74万 | 新建仓 |
| ASH | ASHLAND INC | $14.75万 | 0.14% | 2,239 | -867 | -27.9% | -$5.71万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS INC | $14.75万 | 0.14% | 682 | 464 | 212.8% | $10.04万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $14.79万 | 0.14% | 1,931 | 1,931 | — | $14.79万 | 新建仓 |
| — | AVANOS MED INC | $14.84万 | 0.14% | 5,966 | 5,966 | — | $14.84万 | 新建仓 |
| WK | WORKIVA INC | $14.89万 | 0.14% | 3,070 | 767 | 33.3% | $3.72万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $14.90万 | 0.14% | 3,580 | -379 | -9.6% | -$1.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.93万 | 0.14% | 3,526 | 3,526 | — | $14.93万 | 新建仓 |
| NTRA | NATERA INC | $14.96万 | 0.14% | 551 | -380 | -40.8% | -$10.32万 | 重新持有 |
| ANDE | ANDERSONS INC | $14.97万 | 0.14% | 2,189 | 2,189 | — | $14.97万 | 新建仓 |
| SBUX | STARBUCKS CORP | $14.98万 | 0.14% | 1,466 | 1,017 | 226.5% | $10.39万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $15.00万 | 0.14% | 4,970 | 2,407 | 93.9% | $7.26万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $15.06万 | 0.14% | 7,274 | 104 | 1.5% | $2,153 | 加仓 |
| LII | LENNOX INTL INC | $15.13万 | 0.14% | 264 | 264 | — | $15.13万 | 新建仓 |
| CLMT | CALUMET INC | $15.23万 | 0.14% | 4,229 | 4,229 | — | $15.23万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $15.26万 | 0.14% | 6,597 | -11,044 | -62.6% | -$25.54万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $15.36万 | 0.14% | 2,921 | 2,921 | — | $15.36万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $15.38万 | 0.14% | 2,152 | 2,152 | — | $15.38万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $15.47万 | 0.14% | 714 | 220 | 44.5% | $4.77万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $15.50万 | 0.14% | 5,178 | 5,178 | — | $15.50万 | 新建仓 |
| RBC | RBC BEARINGS INC | $15.59万 | 0.14% | 242 | 185 | 324.6% | $11.92万 | 加仓 |
| SE | SEA LTD | $15.59万 | 0.14% | 1,627 | -835 | -33.9% | -$8.00万 | 减仓 |
| OMC | OMNICOM GROUP INC | $15.60万 | 0.14% | 2,142 | 1,825 | 575.7% | $13.29万 | 重新持有 |
| HRI | HERC HLDGS INC | $15.67万 | 0.14% | 1,093 | 1,079 | 7,707.1% | $15.47万 | 重新持有 |