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 |
|---|---|---|---|---|---|---|---|---|
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -976 | -100.0% | -$5.02万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -1,462 | -100.0% | -$4.99万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -692 | -100.0% | -$4.98万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -473 | -100.0% | -$4.97万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -6,020 | -100.0% | -$4.91万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -441 | -100.0% | -$4.83万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -1,035 | -100.0% | -$4.75万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -1,009 | -100.0% | -$4.68万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -463 | -100.0% | -$4.63万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,778 | -100.0% | -$4.60万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -526 | -100.0% | -$4.58万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -580 | -100.0% | -$4.57万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -627 | -100.0% | -$4.54万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -198 | -100.0% | -$4.53万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -225 | -100.0% | -$4.48万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -512 | -100.0% | -$4.44万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -321 | -100.0% | -$4.40万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -391 | -100.0% | -$4.36万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -375 | -100.0% | -$4.31万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -781 | -100.0% | -$4.22万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -841 | -100.0% | -$4.20万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$4.13万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -152 | -100.0% | -$4.04万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -841 | -100.0% | -$3.93万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -120 | -100.0% | -$3.92万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -342 | -100.0% | -$3.90万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -115 | -100.0% | -$3.90万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -287 | -100.0% | -$3.89万 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -1,061 | -100.0% | -$3.85万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -205 | -100.0% | -$3.82万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -223 | -100.0% | -$3.80万 | 清仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $0 | 0.00% | 0 | -512 | -100.0% | -$3.77万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -2,070 | -100.0% | -$3.73万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -385 | -100.0% | -$3.70万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -103 | -100.0% | -$3.67万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -286 | -100.0% | -$3.64万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -110 | -100.0% | -$3.55万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -141 | -100.0% | -$3.55万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -302 | -100.0% | -$3.54万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -513 | -100.0% | -$3.36万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -896 | -100.0% | -$3.28万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -1,269 | -100.0% | -$3.22万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -413 | -100.0% | -$3.10万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -449 | -100.0% | -$2.96万 | 清仓 |
| MUX | MCEWEN INC. | $0 | 0.00% | 0 | -1,435 | -100.0% | -$2.93万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -294 | -100.0% | -$2.92万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -2,417 | -100.0% | -$2.87万 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -381 | -100.0% | -$2.87万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -2,123 | -100.0% | -$2.82万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -1,631 | -100.0% | -$2.80万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -827 | -100.0% | -$2.77万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -443 | -100.0% | -$2.72万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -1,074 | -100.0% | -$2.55万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -260 | -100.0% | -$2.52万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -397 | -100.0% | -$2.52万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -421 | -100.0% | -$2.50万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -425 | -100.0% | -$2.38万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -71 | -100.0% | -$2.35万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -273 | -100.0% | -$2.34万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -1,443 | -100.0% | -$2.32万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -554 | -100.0% | -$2.29万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -2,037 | -100.0% | -$2.23万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -73 | -100.0% | -$2.22万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -62 | -100.0% | -$2.22万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -372 | -100.0% | -$2.20万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -2,279 | -100.0% | -$2.11万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -431 | -100.0% | -$2.11万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -458 | -100.0% | -$2.03万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -165 | -100.0% | -$2.02万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -309 | -100.0% | -$2.01万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -297 | -100.0% | -$1.97万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -146 | -100.0% | -$1.97万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -1,779 | -100.0% | -$1.97万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -132 | -100.0% | -$1.93万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -65 | -100.0% | -$1.87万 | 清仓 |
| CTRI | CENTURI HOLDINGS INC | $0 | 0.00% | 0 | -626 | -100.0% | -$1.83万 | 清仓 |
| BBT | BEACON FINANCIAL CORP. | $0 | 0.00% | 0 | -591 | -100.0% | -$1.77万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$1.75万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1.72万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -518 | -100.0% | -$1.72万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -74 | -100.0% | -$1.67万 | 清仓 |
| TBBK | BANCORP INC DEL | $0 | 0.00% | 0 | -305 | -100.0% | -$1.64万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -638 | -100.0% | -$1.62万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -2,677 | -100.0% | -$1.61万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -151 | -100.0% | -$1.59万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -246 | -100.0% | -$1.58万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -143 | -100.0% | -$1.42万 | 清仓 |
| FUBO | FUBOTV INC | $0 | 0.00% | 0 | -1,476 | -100.0% | -$1.40万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -952 | -100.0% | -$1.34万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -114 | -100.0% | -$1.25万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -246 | -100.0% | -$1.23万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -507 | -100.0% | -$1.15万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -249 | -100.0% | -$1.09万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1.06万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$9,494 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -233 | -100.0% | -$9,392 | 清仓 |
| NNN | NNN REIT INC | $0 | 0.00% | 0 | -222 | -100.0% | -$9,331 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -178 | -100.0% | -$9,238 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -109 | -100.0% | -$8,994 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -140 | -100.0% | -$8,770 | 清仓 |