Bayforest Capital Ltd
LONDON X0 · SEC CIK 0002048423
$8,930.53万2026Q1 申报市值
879持仓数
5.0%前十大占比 · 第一大 0.6%
270 / 154新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APOGEE THERAPEUT 新建仓+$51.03万
SNDK 新建仓+$51.02万
PIPR 新建仓+$44.37万
RUSHA 新建仓+$44.22万
FSLY 加仓+$38.84万
2026Q1 卖出最多 按季末市值估算
ALB 重新持有-$104.61万
TS 重新持有-$97.66万
MRNA 减仓-$91.76万
SWX 清仓-$88.85万
AM 重新持有-$86.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6,994 | 0.01% | 374 | -2,915 | -88.6% | -$5.45万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $7,192 | 0.01% | 127 | -9,451 | -98.7% | -$53.52万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $7,342 | 0.01% | 23 | 23 | — | $7,342 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $7,988 | 0.01% | 85 | -2,323 | -96.5% | -$21.83万 | 重新持有 |
| TECH | BIO-TECHNE CORP | $8,048 | 0.01% | 154 | 119 | 340.0% | $6,219 | 加仓 |
| GNRC | GENERAC HLDGS INC | $8,204 | 0.01% | 42 | -2 | -4.5% | -$391 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $8,296 | 0.01% | 86 | 86 | — | $8,296 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $8,456 | 0.01% | 90 | -924 | -91.1% | -$8.68万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $8,596 | 0.01% | 954 | 954 | — | $8,596 | 新建仓 |
| MIDD | MIDDLEBY CORP | $8,618 | 0.01% | 65 | -603 | -90.3% | -$7.99万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $8,770 | 0.01% | 140 | 140 | — | $8,770 | 新建仓 |
| SCI | SERVICE CORP INTL | $8,994 | 0.01% | 109 | -1,267 | -92.1% | -$10.45万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $9,040 | 0.01% | 213 | -3,837 | -94.7% | -$16.28万 | 重新持有 |
| VNET | VNET GROUP INC | $9,078 | 0.01% | 1,082 | 1,082 | — | $9,078 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $9,182 | 0.01% | 197 | 197 | — | $9,182 | 新建仓 |
| BXP | BXP INC | $9,238 | 0.01% | 178 | 137 | 334.1% | $7,110 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $9,240 | 0.01% | 750 | -13,596 | -94.8% | -$16.75万 | 重新持有 |
| NNN | NNN REIT INC | $9,331 | 0.01% | 222 | -4,303 | -95.1% | -$18.09万 | 重新持有 |
| FOXA | FOX CORP | $9,344 | 0.01% | 160 | -1,907 | -92.3% | -$11.14万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $9,392 | 0.01% | 233 | -4,567 | -95.1% | -$18.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $9,494 | 0.01% | 34 | -303 | -89.9% | -$8.46万 | 减仓 |
| TALO | TALOS ENERGY INC | $9,582 | 0.01% | 608 | 608 | — | $9,582 | 新建仓 |
| NUE | NUCOR CORP | $9,808 | 0.01% | 58 | -654 | -91.9% | -$11.06万 | 减仓 |
| CNX | CNX RES CORP | $1.01万 | 0.01% | 263 | -17,761 | -98.5% | -$68.47万 | 重新持有 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $1.02万 | 0.01% | 154 | -829 | -84.3% | -$5.47万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $1.03万 | 0.01% | 138 | 138 | — | $1.03万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $1.04万 | 0.01% | 361 | -2,608 | -87.8% | -$7.51万 | 减仓 |
| HUN | HUNTSMAN CORP | $1.05万 | 0.01% | 789 | -28,792 | -97.3% | -$38.32万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.06万 | 0.01% | 18 | 18 | — | $1.06万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1.09万 | 0.01% | 249 | -8,512 | -97.2% | -$37.30万 | 减仓 |
| KMX | CARMAX INC | $1.14万 | 0.01% | 273 | -1,715 | -86.3% | -$7.13万 | 减仓 |
| LI | LI AUTO INC | $1.15万 | 0.01% | 643 | 576 | 859.7% | $1.03万 | 加仓 |
| TTD | THE TRADE DESK INC | $1.15万 | 0.01% | 507 | -410 | -44.7% | -$9,303 | 减仓 |
| TXG | 10X GENOMICS INC | $1.15万 | 0.01% | 542 | -16,983 | -96.9% | -$36.06万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.18万 | 0.01% | 78 | 78 | — | $1.18万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1.19万 | 0.01% | 82 | -229 | -73.6% | -$3.32万 | 减仓 |
| MFC | MANULIFE FINL CORP | $1.20万 | 0.01% | 348 | -10,975 | -96.9% | -$37.80万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.22万 | 0.01% | 40 | -543 | -93.1% | -$16.51万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1.22万 | 0.01% | 120 | -389 | -76.4% | -$3.94万 | 减仓 |
| EPR | EPR PPTYS | $1.23万 | 0.01% | 246 | -5,457 | -95.7% | -$27.26万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.25万 | 0.01% | 180 | 19 | 11.8% | $1,315 | 加仓 |
| AFL | AFLAC INC | $1.25万 | 0.01% | 114 | -14 | -10.9% | -$1,536 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.25万 | 0.01% | 100 | 100 | — | $1.25万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1.27万 | 0.01% | 11 | 11 | — | $1.27万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $1.29万 | 0.01% | 1,026 | -752 | -42.3% | -$9,453 | 减仓 |
| DIS | DISNEY WALT CO | $1.31万 | 0.01% | 136 | 115 | 547.6% | $1.11万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $1.34万 | 0.01% | 952 | 952 | — | $1.34万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $1.37万 | 0.02% | 75 | 75 | — | $1.37万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $1.38万 | 0.02% | 453 | 143 | 46.1% | $4,364 | 重新持有 |
| FUBO | FUBOTV INC | $1.40万 | 0.02% | 1,476 | 1,476 | — | $1.40万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $1.42万 | 0.02% | 143 | 143 | — | $1.42万 | 新建仓 |
| AYI | ACUITY INC | $1.46万 | 0.02% | 52 | 52 | — | $1.46万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.49万 | 0.02% | 237 | 183 | 338.9% | $1.15万 | 加仓 |
| JD | JD.COM INC | $1.49万 | 0.02% | 504 | -2,285 | -81.9% | -$6.76万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.50万 | 0.02% | 91 | -561 | -86.0% | -$9.25万 | 减仓 |
| YOU | CLEAR SECURE INC | $1.51万 | 0.02% | 312 | 312 | — | $1.51万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $1.58万 | 0.02% | 265 | 265 | — | $1.58万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $1.58万 | 0.02% | 246 | 246 | — | $1.58万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $1.58万 | 0.02% | 1,381 | -433 | -23.9% | -$4,966 | 重新持有 |
| ALV | AUTOLIV INC | $1.59万 | 0.02% | 151 | -275 | -64.6% | -$2.89万 | 重新持有 |
| DRI | DARDEN RESTAURANTS INC | $1.61万 | 0.02% | 82 | 82 | — | $1.61万 | 新建仓 |
| NIO | NIO INC | $1.61万 | 0.02% | 2,677 | -60,830 | -95.8% | -$36.68万 | 减仓 |
| RHI | ROBERT HALF INC. | $1.62万 | 0.02% | 638 | -2,184 | -77.4% | -$5.55万 | 减仓 |
| TBBK | BANCORP INC DEL | $1.64万 | 0.02% | 305 | 305 | — | $1.64万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $1.67万 | 0.02% | 415 | 415 | — | $1.67万 | 新建仓 |
| — | HONEYWELL INTL INC | $1.67万 | 0.02% | 74 | 74 | — | $1.67万 | 新建仓 |
| KEY | KEYCORP | $1.70万 | 0.02% | 850 | -29,705 | -97.2% | -$59.56万 | 减仓 |
| SLM | SLM CORP | $1.71万 | 0.02% | 799 | -2,765 | -77.6% | -$5.92万 | 重新持有 |
| TGTX | TG THERAPEUTICS INC | $1.72万 | 0.02% | 518 | 518 | — | $1.72万 | 新建仓 |
| MKL | MARKEL GROUP INC | $1.72万 | 0.02% | 9 | -49 | -84.5% | -$9.38万 | 减仓 |
| MCO | MOODYS CORP | $1.75万 | 0.02% | 40 | 40 | — | $1.75万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $1.77万 | 0.02% | 591 | 591 | — | $1.77万 | 新建仓 |
| UGI | UGI CORP NEW | $1.77万 | 0.02% | 487 | -261 | -34.9% | -$9,506 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $1.78万 | 0.02% | 2,314 | -2,730 | -54.1% | -$2.10万 | 减仓 |
| KKR | KKR & CO INC | $1.81万 | 0.02% | 196 | 196 | — | $1.81万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $1.83万 | 0.02% | 1,700 | 619 | 57.3% | $6,648 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $1.83万 | 0.02% | 626 | 626 | — | $1.83万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $1.87万 | 0.02% | 65 | -371 | -85.1% | -$10.65万 | 减仓 |
| BZ | KANZHUN LIMITED | $1.88万 | 0.02% | 1,407 | -6,980 | -83.2% | -$9.35万 | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.89万 | 0.02% | 65 | -475 | -88.0% | -$13.79万 | 减仓 |
| LAUR | LAUREATE ED INC | $1.92万 | 0.02% | 550 | -8,268 | -93.8% | -$28.81万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $1.93万 | 0.02% | 132 | 132 | — | $1.93万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1.95万 | 0.02% | 779 | 779 | — | $1.95万 | 新建仓 |
| BAX | BAXTER INTL INC | $1.95万 | 0.02% | 1,160 | 933 | 411.0% | $1.57万 | 加仓 |
| PBI | PITNEY BOWES INC | $1.97万 | 0.02% | 1,779 | 1,779 | — | $1.97万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $1.97万 | 0.02% | 146 | 146 | — | $1.97万 | 新建仓 |
| AA | ALCOA CORP | $1.97万 | 0.02% | 297 | -1,463 | -83.1% | -$9.70万 | 减仓 |
| — | AIR LEASE CORP | $2.01万 | 0.02% | 309 | 309 | — | $2.01万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $2.02万 | 0.02% | 165 | -5 | -2.9% | -$611 | 减仓 |
| PCVX | VAXCYTE INC | $2.02万 | 0.02% | 347 | 347 | — | $2.02万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $2.03万 | 0.02% | 458 | -679 | -59.7% | -$3.02万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $2.07万 | 0.02% | 412 | -4,962 | -92.3% | -$24.95万 | 减仓 |
| BEKE | KE HLDGS INC | $2.09万 | 0.02% | 1,393 | -365 | -20.8% | -$5,464 | 减仓 |
| RBRK | RUBRIK INC. | $2.11万 | 0.02% | 431 | 431 | — | $2.11万 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $2.11万 | 0.02% | 2,279 | -7,552 | -76.8% | -$7.01万 | 减仓 |
| GFF | GRIFFON CORP | $2.12万 | 0.02% | 292 | 292 | — | $2.12万 | 新建仓 |
| BX | BLACKSTONE INC | $2.13万 | 0.02% | 185 | 185 | — | $2.13万 | 新建仓 |
| GMED | GLOBUS MED INC | $2.13万 | 0.02% | 247 | -1,829 | -88.1% | -$15.76万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.16万 | 0.02% | 80 | -1,364 | -94.5% | -$36.89万 | 减仓 |
| TEX | TEREX CORP NEW | $2.20万 | 0.02% | 372 | -4,640 | -92.6% | -$27.42万 | 减仓 |