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 |
|---|---|---|---|---|---|---|---|---|
| MUR | MURPHY OIL CORP | $15.68万 | 0.14% | 4,815 | 4,815 | — | $15.68万 | 新建仓 |
| AGCO | AGCO CORP | $15.68万 | 0.14% | 1,310 | 607 | 86.3% | $7.27万 | 加仓 |
| MCK | MCKESSON CORP | $15.72万 | 0.15% | 208 | -173 | -45.4% | -$13.07万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $15.78万 | 0.15% | 2,260 | -278 | -11.0% | -$1.94万 | 减仓 |
| PKG | PACKAGING CORP AMER | $15.80万 | 0.15% | 663 | 663 | — | $15.80万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $15.81万 | 0.15% | 919 | 854 | 1,313.8% | $14.69万 | 加仓 |
| HUN | HUNTSMAN CORP | $15.87万 | 0.15% | 14,946 | 14,157 | 1,794.3% | $15.03万 | 加仓 |
| GRMN | GARMIN LTD | $15.92万 | 0.15% | 670 | 191 | 39.9% | $4.54万 | 加仓 |
| BHVN | BIOHAVEN LTD | $15.95万 | 0.15% | 10,719 | 10,719 | — | $15.95万 | 新建仓 |
| DOCU | DOCUSIGN INC | $15.96万 | 0.15% | 3,592 | 2,352 | 189.7% | $10.45万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $16.06万 | 0.15% | 11,873 | 11,873 | — | $16.06万 | 新建仓 |
| TDC | TERADATA CORP DEL | $16.09万 | 0.15% | 4,643 | -718 | -13.4% | -$2.49万 | 减仓 |
| NUE | NUCOR CORP | $16.22万 | 0.15% | 728 | 670 | 1,155.2% | $14.92万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $16.25万 | 0.15% | 1,099 | -861 | -43.9% | -$12.73万 | 重新持有 |
| BLBD | BLUE BIRD CORP | $16.27万 | 0.15% | 2,060 | 2,060 | — | $16.27万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $16.38万 | 0.15% | 585 | 585 | — | $16.38万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $16.40万 | 0.15% | 16,912 | 16,912 | — | $16.40万 | 新建仓 |
| TER | TERADYNE INC | $16.45万 | 0.15% | 340 | 18 | 5.6% | $8,709 | 加仓 |
| VG | VENTURE GLOBAL INC | $16.46万 | 0.15% | 14,793 | 12,763 | 628.7% | $14.21万 | 加仓 |
| — | QORVO INC | $16.48万 | 0.15% | 1,767 | -1,772 | -50.1% | -$16.53万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $16.58万 | 0.15% | 3,282 | 1,399 | 74.3% | $7.07万 | 加仓 |
| CGNX | COGNEX CORP | $16.58万 | 0.15% | 2,290 | 656 | 40.1% | $4.75万 | 加仓 |
| XYZ | BLOCK INC | $16.61万 | 0.15% | 2,185 | 1,526 | 231.6% | $11.60万 | 加仓 |
| CIEN | CIENA CORP | $16.63万 | 0.15% | 339 | 339 | — | $16.63万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $16.77万 | 0.16% | 25,682 | 25,682 | — | $16.77万 | 新建仓 |
| TRN | TRINITY INDS INC | $16.83万 | 0.16% | 4,867 | 4,867 | — | $16.83万 | 新建仓 |
| SANM | SANMINA CORP | $16.86万 | 0.16% | 666 | 666 | — | $16.86万 | 新建仓 |
| MRK | MERCK & CO INC | $16.95万 | 0.16% | 1,319 | 1,319 | — | $16.95万 | 新建仓 |
| ALG | ALAMO GROUP INC | $17.06万 | 0.16% | 1,037 | 1,037 | — | $17.06万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $17.13万 | 0.16% | 1,351 | -734 | -35.2% | -$9.30万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $17.32万 | 0.16% | 1,166 | -1,420 | -54.9% | -$21.09万 | 减仓 |
| SNEX | STONEX GROUP INC | $17.32万 | 0.16% | 1,462 | 492 | 50.7% | $5.83万 | 加仓 |
| WMT | WALMART INC | $17.36万 | 0.16% | 1,533 | 431 | 39.1% | $4.88万 | 加仓 |
| MAC | MACERICH CO | $17.40万 | 0.16% | 6,907 | 4,074 | 143.8% | $10.26万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $17.45万 | 0.16% | 8,867 | 8,867 | — | $17.45万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $17.47万 | 0.16% | 3,596 | 2,232 | 163.6% | $10.84万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $17.62万 | 0.16% | 1,239 | 989 | 395.6% | $14.06万 | 加仓 |
| ULS | UL SOLUTIONS INC | $17.66万 | 0.16% | 1,734 | 1,734 | — | $17.66万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $17.68万 | 0.16% | 5,462 | 5,462 | — | $17.68万 | 新建仓 |
| COKE | COCA COLA CONS INC | $17.70万 | 0.16% | 927 | 927 | — | $17.70万 | 新建仓 |
| XPO | XPO INC | $17.82万 | 0.16% | 868 | -509 | -37.0% | -$10.45万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $17.87万 | 0.17% | 2,134 | 1,174 | 122.3% | $9.83万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $17.89万 | 0.17% | 8,376 | -1,259 | -13.1% | -$2.69万 | 减仓 |
| URI | UNITED RENTALS INC | $17.90万 | 0.17% | 158 | -168 | -51.5% | -$19.03万 | 减仓 |
| VRNS | VARONIS SYS INC | $17.90万 | 0.17% | 4,266 | 4,266 | — | $17.90万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $17.90万 | 0.17% | 9,962 | 2,841 | 39.9% | $5.11万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $17.91万 | 0.17% | 3,921 | 1,028 | 35.5% | $4.69万 | 加仓 |
| FIVN | FIVE9 INC | $18.09万 | 0.17% | 8,484 | 3,517 | 70.8% | $7.50万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $18.17万 | 0.17% | 519 | 32 | 6.6% | $1.12万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $18.19万 | 0.17% | 2,179 | -4,731 | -68.5% | -$39.49万 | 减仓 |
| CYTK | CYTOKINETICS INC | $18.26万 | 0.17% | 2,143 | 1,050 | 96.1% | $8.94万 | 加仓 |
| W | WAYFAIR INC | $18.26万 | 0.17% | 1,976 | 308 | 18.5% | $2.85万 | 重新持有 |
| PCG | PG&E CORP | $18.30万 | 0.17% | 10,880 | 8,804 | 424.1% | $14.81万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $18.39万 | 0.17% | 7,279 | -16,808 | -69.8% | -$42.46万 | 减仓 |
| BE | BLOOM ENERGY CORP | $18.46万 | 0.17% | 610 | -734 | -54.6% | -$22.22万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $18.52万 | 0.17% | 487 | 49 | 11.2% | $1.86万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $18.56万 | 0.17% | 5,710 | -2,232 | -28.1% | -$7.25万 | 减仓 |
| KSS | KOHLS CORP | $18.57万 | 0.17% | 10,480 | -16,053 | -60.5% | -$28.45万 | 减仓 |
| IDCC | INTERDIGITAL INC | $18.63万 | 0.17% | 658 | 112 | 20.5% | $3.17万 | 加仓 |
| GVA | GRANITE CONSTR INC | $18.67万 | 0.17% | 1,181 | 369 | 45.4% | $5.83万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $18.76万 | 0.17% | 8,019 | 8,019 | — | $18.76万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $18.89万 | 0.17% | 3,129 | 2,574 | 463.8% | $15.54万 | 加仓 |
| WCC | WESCO INTL INC | $18.93万 | 0.17% | 548 | -666 | -54.9% | -$23.01万 | 重新持有 |
| MTG | MGIC INVT CORP WIS | $18.94万 | 0.18% | 6,715 | 3,879 | 136.8% | $10.94万 | 加仓 |
| PPLI | PEOPLE INC | $19.05万 | 0.18% | 4,126 | 4,126 | — | $19.05万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.15万 | 0.18% | 12,181 | 11,540 | 1,800.3% | $18.14万 | 重新持有 |
| MARA | MARA HOLDINGS INC | $19.21万 | 0.18% | 13,832 | 13,832 | — | $19.21万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $19.29万 | 0.18% | 5,297 | -532 | -9.1% | -$1.94万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $19.41万 | 0.18% | 1,038 | -1,348 | -56.5% | -$25.21万 | 减仓 |
| CROX | CROCS INC | $19.50万 | 0.18% | 1,616 | -1,243 | -43.5% | -$15.00万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $19.60万 | 0.18% | 2,011 | 2,011 | — | $19.60万 | 新建仓 |
| KSPI | KASPI KZ JSC | $19.89万 | 0.18% | 2,296 | 2,296 | — | $19.89万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $19.91万 | 0.18% | 2,728 | 2,728 | — | $19.91万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $20.00万 | 0.18% | 14,038 | 2,409 | 20.7% | $3.43万 | 加仓 |
| BIO | BIO RAD LABS INC | $20.02万 | 0.19% | 682 | 682 | — | $20.02万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $20.03万 | 0.19% | 2,689 | 775 | 40.5% | $5.77万 | 加仓 |
| AZZ | AZZ INC | $20.08万 | 0.19% | 1,295 | 854 | 193.7% | $13.24万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $20.14万 | 0.19% | 35,147 | 35,147 | — | $20.14万 | 新建仓 |
| LINE | LINEAGE INC | $20.29万 | 0.19% | 4,691 | 4,691 | — | $20.29万 | 新建仓 |
| NEM | NEWMONT CORP | $20.31万 | 0.19% | 2,174 | 2,174 | — | $20.31万 | 新建仓 |
| R | RYDER SYS INC | $20.31万 | 0.19% | 770 | 400 | 108.1% | $10.55万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $20.44万 | 0.19% | 6,921 | 838 | 13.8% | $2.47万 | 加仓 |
| CNM | CORE & MAIN INC | $20.44万 | 0.19% | 4,236 | 4,236 | — | $20.44万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $20.45万 | 0.19% | 2,676 | 2,496 | 1,386.7% | $19.08万 | 加仓 |
| SNDK | SANDISK CORP | $20.46万 | 0.19% | 90 | -713 | -88.8% | -$162.12万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $20.46万 | 0.19% | 2,305 | 2,305 | — | $20.46万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $20.50万 | 0.19% | 26,698 | -3,576 | -11.8% | -$2.75万 | 减仓 |
| WHD | CACTUS INC | $20.51万 | 0.19% | 4,003 | 4,003 | — | $20.51万 | 新建仓 |
| HL | HECLA MINING COMPANY | $20.52万 | 0.19% | 13,296 | 9,953 | 297.7% | $15.36万 | 加仓 |
| KHC | KRAFT HEINZ CO | $20.73万 | 0.19% | 8,778 | 5,720 | 187.1% | $13.51万 | 加仓 |
| AIZ | ASSURANT INC | $20.78万 | 0.19% | 774 | 774 | — | $20.78万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $20.89万 | 0.19% | 23,420 | -13,792 | -37.1% | -$12.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $21.10万 | 0.20% | 489 | -838 | -63.1% | -$36.16万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $21.10万 | 0.20% | 15,181 | 15,181 | — | $21.10万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $21.19万 | 0.20% | 2,648 | 341 | 14.8% | $2.73万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $21.30万 | 0.20% | 761 | -255 | -25.1% | -$7.14万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $21.30万 | 0.20% | 6,815 | 6,815 | — | $21.30万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $21.46万 | 0.20% | 3,830 | 3,830 | — | $21.46万 | 新建仓 |
| AVT | AVNET INC | $21.49万 | 0.20% | 2,419 | -1,036 | -30.0% | -$9.20万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $21.49万 | 0.20% | 5,079 | 5,079 | — | $21.49万 | 新建仓 |