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 |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | $21.54万 | 0.20% | 3,706 | 3,359 | 968.0% | $19.53万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $21.58万 | 0.20% | 4,135 | 1,152 | 38.6% | $6.01万 | 重新持有 |
| M | MACYS INC | $21.70万 | 0.20% | 9,213 | 4,599 | 99.7% | $10.83万 | 加仓 |
| FUL | FULLER H B CO | $21.73万 | 0.20% | 3,728 | 3,728 | — | $21.73万 | 新建仓 |
| BKH | BLACK HILLS CORP | $21.81万 | 0.20% | 2,932 | 2,008 | 217.3% | $14.94万 | 加仓 |
| CSX | CSX CORP | $21.82万 | 0.20% | 4,590 | 4,590 | — | $21.82万 | 新建仓 |
| INTC | INTEL CORP | $21.99万 | 0.20% | 1,575 | -2,507 | -61.4% | -$35.01万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $22.04万 | 0.20% | 12,581 | -358 | -2.8% | -$6,270 | 减仓 |
| TXG | 10X GENOMICS INC | $22.19万 | 0.21% | 5,788 | 5,246 | 967.9% | $20.11万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $22.25万 | 0.21% | 6,793 | -3,006 | -30.7% | -$9.85万 | 重新持有 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $22.44万 | 0.21% | 3,218 | 1,715 | 114.1% | $11.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $22.45万 | 0.21% | 3,120 | 2,457 | 370.6% | $17.68万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $22.60万 | 0.21% | 5,931 | 3,182 | 115.8% | $12.12万 | 加仓 |
| ETSY | ETSY INC | $22.76万 | 0.21% | 3,021 | -365 | -10.8% | -$2.75万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $22.78万 | 0.21% | 778 | 736 | 1,752.4% | $21.55万 | 加仓 |
| DUOL | DUOLINGO INC | $22.93万 | 0.21% | 1,994 | 293 | 17.2% | $3.37万 | 加仓 |
| CE | CELANESE CORP DEL | $23.08万 | 0.21% | 5,017 | 3,299 | 192.0% | $15.18万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $23.13万 | 0.21% | 1,295 | 1,139 | 730.1% | $20.34万 | 加仓 |
| FSLR | FIRST SOLAR INC | $23.27万 | 0.22% | 986 | -837 | -45.9% | -$19.75万 | 减仓 |
| MTDR | MATADOR RES CO | $23.41万 | 0.22% | 4,702 | 2,579 | 121.5% | $12.84万 | 加仓 |
| KMPR | KEMPER CORP | $23.44万 | 0.22% | 8,694 | 2,408 | 38.3% | $6.49万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $23.66万 | 0.22% | 22,300 | 22,300 | — | $23.66万 | 新建仓 |
| PINS | PINTEREST INC | $23.85万 | 0.22% | 11,341 | 9,076 | 400.7% | $19.09万 | 加仓 |
| PSMT | PRICESMART INC | $23.85万 | 0.22% | 1,221 | -624 | -33.8% | -$12.19万 | 减仓 |
| KAI | KADANT INC | $24.16万 | 0.22% | 769 | 769 | — | $24.16万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $24.36万 | 0.23% | 2,285 | -224 | -8.9% | -$2.39万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $24.39万 | 0.23% | 953 | 735 | 337.2% | $18.81万 | 加仓 |
| YOU | CLEAR SECURE INC | $24.39万 | 0.23% | 4,377 | 4,065 | 1,302.9% | $22.65万 | 加仓 |
| LASR | NLIGHT INC | $24.42万 | 0.23% | 3,508 | 1,653 | 89.1% | $11.51万 | 加仓 |
| UAA | UNDER ARMOUR INC | $24.48万 | 0.23% | 38,309 | 38,309 | — | $24.48万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $24.51万 | 0.23% | 44,247 | 44,247 | — | $24.51万 | 新建仓 |
| BKE | BUCKLE INC | $24.56万 | 0.23% | 5,820 | 4,946 | 565.9% | $20.87万 | 加仓 |
| IOT | SAMSARA INC | $24.57万 | 0.23% | 7,575 | 4,267 | 129.0% | $13.84万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $24.58万 | 0.23% | 18,264 | 13,307 | 268.4% | $17.91万 | 加仓 |
| PII | POLARIS INC | $24.64万 | 0.23% | 3,600 | 3,164 | 725.7% | $21.65万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $24.67万 | 0.23% | 4,272 | 1,516 | 55.0% | $8.75万 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $24.95万 | 0.23% | 2,796 | 2,796 | — | $24.95万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $25.04万 | 0.23% | 3,018 | 92 | 3.1% | $7,633 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $25.07万 | 0.23% | 5,244 | 2,821 | 116.4% | $13.49万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $25.07万 | 0.23% | 3,698 | 3,698 | — | $25.07万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.16万 | 0.23% | 11,919 | 11,545 | 3,086.9% | $24.37万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $25.19万 | 0.23% | 27,442 | 12,173 | 79.7% | $11.17万 | 加仓 |
| BWA | BORGWARNER INC | $25.21万 | 0.23% | 3,797 | 3,763 | 11,067.6% | $24.99万 | 加仓 |
| PACS | PACS GROUP INC | $25.27万 | 0.23% | 5,926 | 2,500 | 73.0% | $10.66万 | 加仓 |
| MET | METLIFE INC | $25.28万 | 0.23% | 2,988 | 928 | 45.0% | $7.85万 | 加仓 |
| — | ATKORE INC | $25.41万 | 0.23% | 3,341 | 1,569 | 88.5% | $11.93万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $25.44万 | 0.24% | 49,303 | 49,303 | — | $25.44万 | 新建仓 |
| TKR | TIMKEN CO | $25.46万 | 0.24% | 1,752 | 1,236 | 239.5% | $17.96万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.55万 | 0.24% | 5,663 | 5,663 | — | $25.55万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $25.73万 | 0.24% | 5,004 | 4,057 | 428.4% | $20.86万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $25.74万 | 0.24% | 42,408 | 35,798 | 541.6% | $21.73万 | 加仓 |
| WSO | WATSCO INC | $25.84万 | 0.24% | 620 | 493 | 388.2% | $20.54万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $26.00万 | 0.24% | 1,912 | -1,004 | -34.4% | -$13.65万 | 重新持有 |
| PVH | PVH CORPORATION | $26.12万 | 0.24% | 3,517 | 3,517 | — | $26.12万 | 新建仓 |
| CNC | CENTENE CORP DEL | $26.19万 | 0.24% | 4,080 | -2,832 | -41.0% | -$18.18万 | 减仓 |
| LMND | LEMONADE INC | $26.31万 | 0.24% | 4,045 | 4,045 | — | $26.31万 | 新建仓 |
| HAL | HALLIBURTON CO | $26.32万 | 0.24% | 7,753 | 7,753 | — | $26.32万 | 新建仓 |
| SAM | BOSTON BEER INC | $26.64万 | 0.25% | 1,505 | 333 | 28.4% | $5.90万 | 重新持有 |
| CNXC | CONCENTRIX CORP | $26.64万 | 0.25% | 11,892 | 5,418 | 83.7% | $12.14万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $26.92万 | 0.25% | 49,668 | 47,354 | 2,046.4% | $25.67万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $26.99万 | 0.25% | 3,311 | 3,074 | 1,297.0% | $25.06万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $27.02万 | 0.25% | 2,977 | 2,977 | — | $27.02万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $27.02万 | 0.25% | 12,627 | -1,559 | -11.0% | -$3.34万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $27.19万 | 0.25% | 41,192 | -2,288 | -5.3% | -$1.51万 | 减仓 |
| LEA | LEAR CORP | $27.20万 | 0.25% | 2,029 | 1,286 | 173.1% | $17.24万 | 加仓 |
| HLIT | HARMONIC INC | $27.32万 | 0.25% | 16,733 | 16,733 | — | $27.32万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $27.34万 | 0.25% | 596 | 596 | — | $27.34万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $27.34万 | 0.25% | 1,151 | -190 | -14.2% | -$4.51万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $27.37万 | 0.25% | 15,711 | 4,885 | 45.1% | $8.51万 | 加仓 |
| VTRS | VIATRIS INC | $27.67万 | 0.26% | 17,424 | 17,424 | — | $27.67万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $27.73万 | 0.26% | 27,728 | 27,725 | 924,166.7% | $27.73万 | 加仓 |
| MRCY | MERCURY SYS INC | $28.05万 | 0.26% | 2,293 | 1,256 | 121.1% | $15.36万 | 加仓 |
| DRS | LEONARDO DRS INC | $28.24万 | 0.26% | 6,618 | 5,098 | 335.4% | $21.75万 | 加仓 |
| QLYS | QUALYS INC | $28.30万 | 0.26% | 2,058 | 1,488 | 261.1% | $20.46万 | 重新持有 |
| WVE | WAVE LIFE SCIENCES LTD | $28.38万 | 0.26% | 48,854 | 48,854 | — | $28.38万 | 新建仓 |
| F | FORD MTR CO | $29.03万 | 0.27% | 20,888 | -1,443 | -6.5% | -$2.01万 | 重新持有 |
| SNDR | SCHNEIDER NATIONAL INC | $29.29万 | 0.27% | 8,017 | 7,953 | 12,426.6% | $29.05万 | 加仓 |
| PWR | QUANTA SVCS INC | $29.31万 | 0.27% | 407 | 145 | 55.3% | $10.44万 | 加仓 |
| TPR | TAPESTRY INC | $29.41万 | 0.27% | 2,009 | 520 | 34.9% | $7.61万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $29.42万 | 0.27% | 11,437 | 11,370 | 16,970.1% | $29.24万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.54万 | 0.27% | 1,465 | 636 | 76.7% | $12.82万 | 加仓 |
| MSA | MSA SAFETY INC | $29.89万 | 0.28% | 1,712 | 1,308 | 323.8% | $22.84万 | 加仓 |
| TTC | TORO CO | $30.15万 | 0.28% | 3,095 | 1,231 | 66.0% | $11.99万 | 加仓 |
| OI | O-I GLASS INC | $30.18万 | 0.28% | 31,339 | 15,925 | 103.3% | $15.34万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $30.34万 | 0.28% | 14,242 | 14,242 | — | $30.34万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $30.39万 | 0.28% | 803 | 646 | 411.5% | $24.45万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $30.41万 | 0.28% | 3,909 | 3,909 | — | $30.41万 | 新建仓 |
| CAT | CATERPILLAR INC | $30.78万 | 0.28% | 289 | 196 | 210.8% | $20.87万 | 加仓 |
| SEZL | SEZZLE INC | $30.86万 | 0.29% | 1,798 | -1,548 | -46.3% | -$26.57万 | 减仓 |
| HRB | BLOCK H & R INC | $30.88万 | 0.29% | 8,109 | 8,109 | — | $30.88万 | 新建仓 |
| WULF | TERAWULF INC | $30.88万 | 0.29% | 12,502 | 12,502 | — | $30.88万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $31.06万 | 0.29% | 1,180 | 1,180 | — | $31.06万 | 新建仓 |
| ENS | ENERSYS | $31.26万 | 0.29% | 1,337 | 809 | 153.2% | $18.92万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $31.30万 | 0.29% | 1,560 | 1,369 | 716.8% | $27.46万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $31.51万 | 0.29% | 595 | -36 | -5.7% | -$1.91万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $31.65万 | 0.29% | 16,307 | -4,476 | -21.5% | -$8.69万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $31.70万 | 0.29% | 883 | 706 | 398.9% | $25.35万 | 加仓 |
| MRX | MAREX GROUP PLC | $32.02万 | 0.30% | 5,253 | 5,253 | — | $32.02万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $32.37万 | 0.30% | 1,816 | 1,805 | 16,409.1% | $32.17万 | 重新持有 |
| KMX | CARMAX INC | $32.49万 | 0.30% | 6,143 | 5,870 | 2,150.2% | $31.05万 | 加仓 |