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 |
|---|---|---|---|---|---|---|---|---|
| NPO | ENPRO INC | $0 | 0.00% | 0 | -483 | -100.0% | -$12.11万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -761 | -100.0% | -$11.97万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -2,099 | -100.0% | -$11.92万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$11.86万 | 清仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $0 | 0.00% | 0 | -3,278 | -100.0% | -$11.84万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,533 | -100.0% | -$11.68万 | 清仓 |
| IMNM | IMMUNOME INC | $0 | 0.00% | 0 | -5,271 | -100.0% | -$11.53万 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -5,625 | -100.0% | -$11.52万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -501 | -100.0% | -$11.51万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -4,284 | -100.0% | -$11.50万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -4,667 | -100.0% | -$11.46万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -1,275 | -100.0% | -$11.33万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -284 | -100.0% | -$11.30万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -991 | -100.0% | -$11.24万 | 清仓 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -1,422 | -100.0% | -$11.09万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$10.95万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -1,741 | -100.0% | -$10.87万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -321 | -100.0% | -$10.84万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -19,763 | -100.0% | -$10.77万 | 清仓 |
| SDRL | SEADRILL LTD | $0 | 0.00% | 0 | -2,308 | -100.0% | -$10.50万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -3,512 | -100.0% | -$10.43万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -3,580 | -100.0% | -$10.32万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -2,171 | -100.0% | -$10.18万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -1,490 | -100.0% | -$9.94万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -274 | -100.0% | -$9.83万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -3,125 | -100.0% | -$9.68万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -505 | -100.0% | -$9.58万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -876 | -100.0% | -$9.56万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -1,462 | -100.0% | -$9.53万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -1,189 | -100.0% | -$9.53万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -3,577 | -100.0% | -$9.43万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -4,561 | -100.0% | -$9.40万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -2,514 | -100.0% | -$9.30万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -521 | -100.0% | -$9.27万 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -2,542 | -100.0% | -$9.26万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -1,092 | -100.0% | -$9.24万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -9,802 | -100.0% | -$9.18万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -185 | -100.0% | -$9.14万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -597 | -100.0% | -$8.96万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -518 | -100.0% | -$8.79万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -511 | -100.0% | -$8.74万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -218 | -100.0% | -$8.71万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -964 | -100.0% | -$8.64万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -291 | -100.0% | -$8.56万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -706 | -100.0% | -$8.54万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -980 | -100.0% | -$8.44万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -2,272 | -100.0% | -$8.43万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -4,777 | -100.0% | -$8.12万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -1,607 | -100.0% | -$8.11万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -1,649 | -100.0% | -$7.91万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -1,242 | -100.0% | -$7.90万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -1,065 | -100.0% | -$7.83万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -293 | -100.0% | -$7.80万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -1,053 | -100.0% | -$7.78万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$7.78万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,947 | -100.0% | -$7.73万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -102 | -100.0% | -$7.53万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$7.47万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -814 | -100.0% | -$7.41万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -578 | -100.0% | -$7.38万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -1,744 | -100.0% | -$7.33万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -226 | -100.0% | -$7.19万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -971 | -100.0% | -$7.18万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -1,141 | -100.0% | -$7.17万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -4,026 | -100.0% | -$7.09万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -629 | -100.0% | -$6.99万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -511 | -100.0% | -$6.81万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -533 | -100.0% | -$6.78万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -2,559 | -100.0% | -$6.68万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -884 | -100.0% | -$6.66万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -487 | -100.0% | -$6.65万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -502 | -100.0% | -$6.57万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -712 | -100.0% | -$6.56万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -396 | -100.0% | -$6.54万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -4,417 | -100.0% | -$6.52万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -320 | -100.0% | -$6.45万 | 清仓 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -3,387 | -100.0% | -$6.33万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO | $0 | 0.00% | 0 | -765 | -100.0% | -$6.20万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -1,493 | -100.0% | -$6.09万 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -986 | -100.0% | -$6.06万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -204 | -100.0% | -$5.97万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -181 | -100.0% | -$5.95万 | 清仓 |
| BMA | BANCO MACRO S A | $0 | 0.00% | 0 | -740 | -100.0% | -$5.73万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -642 | -100.0% | -$5.68万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -52 | -100.0% | -$5.67万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -104 | -100.0% | -$5.66万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -256 | -100.0% | -$5.66万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -497 | -100.0% | -$5.54万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -668 | -100.0% | -$5.54万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,575 | -100.0% | -$5.53万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -279 | -100.0% | -$5.53万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -149 | -100.0% | -$5.52万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -291 | -100.0% | -$5.50万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -746 | -100.0% | -$5.48万 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | -479 | -100.0% | -$5.44万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -632 | -100.0% | -$5.44万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -910 | -100.0% | -$5.30万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -1,441 | -100.0% | -$5.10万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -327 | -100.0% | -$5.06万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -668 | -100.0% | -$5.03万 | 清仓 |