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 |
|---|---|---|---|---|---|---|---|---|
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -954 | -100.0% | -$8,596 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -86 | -100.0% | -$8,296 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -85 | -100.0% | -$7,988 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -127 | -100.0% | -$7,192 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -114 | -100.0% | -$6,757 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -197 | -100.0% | -$6,655 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,061 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -670 | -100.0% | -$5,849 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -160 | -100.0% | -$5,312 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -327 | -100.0% | -$4,699 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -198 | -100.0% | -$4,188 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -76 | -100.0% | -$3,200 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$2,700 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -227 | -100.0% | -$2,683 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -115 | -100.0% | -$2,654 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -2 | -100.0% | -$2,522 | 清仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $0 | 0.00% | 0 | -78 | -100.0% | -$2,462 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -136 | -100.0% | -$2,271 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -86 | -100.0% | -$2,164 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $0 | 0.00% | 0 | -235 | -100.0% | -$1,622 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,524 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -9 | -100.0% | -$1,415 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,197 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1,148 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -8 | -100.0% | -$1,143 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,137 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,061 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -121 | -100.0% | -$949 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$740 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$572 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -82 | -100.0% | -$517 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -57 | -100.0% | -$253 | 清仓 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$91 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$42 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| EL | LAUDER ESTEE COS INC | $79 | 0.00% | 1 | -2,252 | -100.0% | -$17.79万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $83 | 0.00% | 2 | -672 | -99.7% | -$2.79万 | 减仓 |
| SHOP | SHOPIFY INC | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $125 | 0.00% | 2 | -4,157 | -100.0% | -$25.98万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $150 | 0.00% | 2 | -1,368 | -99.9% | -$10.26万 | 减仓 |
| ESAB | ESAB CORPORATION | $197 | 0.00% | 2 | 2 | — | $197 | 新建仓 |
| ROST | ROSS STORES INC | $213 | 0.00% | 1 | -1,335 | -99.9% | -$28.44万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $268 | 0.00% | 2 | 2 | — | $268 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $278 | 0.00% | 16 | -15,520 | -99.9% | -$26.97万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $312 | 0.00% | 13 | 13 | — | $312 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $518 | 0.00% | 6 | -2,410 | -99.8% | -$20.81万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $519 | 0.00% | 3 | -1,334 | -99.8% | -$23.08万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $601 | 0.00% | 7 | 7 | — | $601 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $663 | 0.00% | 5 | -777 | -99.4% | -$10.30万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $676 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $708 | 0.00% | 20 | 20 | — | $708 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $830 | 0.00% | 35 | 35 | — | $830 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $839 | 0.00% | 1 | 1 | — | $839 | 新建仓 |
| TMUS | T-MOBILE US INC | $839 | 0.00% | 5 | 5 | — | $839 | 新建仓 |
| MMS | MAXIMUS INC | $914 | 0.00% | 17 | 17 | — | $914 | 新建仓 |
| CHE | CHEMED CORP NEW | $931 | 0.00% | 2 | 2 | — | $931 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $1,172 | 0.00% | 14 | 14 | — | $1,172 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $1,187 | 0.00% | 11 | -287 | -96.3% | -$3.10万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1,305 | 0.00% | 9 | -2,111 | -99.6% | -$30.61万 | 重新持有 |
| AEVA | AEVA TECHNOLOGIES INC | $1,321 | 0.00% | 46 | -6,809 | -99.3% | -$19.55万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $1,333 | 0.00% | 16 | 16 | — | $1,333 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,500 | 0.00% | 10 | -249 | -96.1% | -$3.73万 | 减仓 |
| ATI | ATI INC | $1,577 | 0.00% | 8 | -1,119 | -99.3% | -$22.06万 | 减仓 |
| TPG | TPG INC | $1,703 | 0.00% | 42 | -3,483 | -98.8% | -$14.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,906 | 0.00% | 13 | -210 | -94.2% | -$3.08万 | 减仓 |
| TXNM | TXNM ENERGY INC | $1,931 | 0.00% | 34 | -1,706 | -98.0% | -$9.69万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,039 | 0.00% | 12 | -358 | -96.8% | -$6.08万 | 减仓 |
| RIO | RIO TINTO PLC | $2,088 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,208 | 0.00% | 10 | 9 | 900.0% | $1,987 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,219 | 0.00% | 27 | 27 | — | $2,219 | 新建仓 |
| REG | REGENCY CTRS CORP | $2,233 | 0.00% | 28 | -1,118 | -97.6% | -$8.92万 | 减仓 |
| BCE | BCE INC | $2,452 | 0.00% | 114 | 114 | — | $2,452 | 新建仓 |
| GOOGL | ALPHABET INC | $2,502 | 0.00% | 7 | -460 | -98.5% | -$16.44万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,729 | 0.00% | 20 | -19 | -48.7% | -$2,593 | 减仓 |
| DLTR | DOLLAR TREE INC | $2,782 | 0.00% | 23 | -1,495 | -98.5% | -$18.08万 | 重新持有 |
| RELX | RELX PLC | $2,882 | 0.00% | 91 | 67 | 279.2% | $2,122 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $3,039 | 0.00% | 78 | -1,963 | -96.2% | -$7.65万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,131 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,322 | 0.00% | 27 | -631 | -95.9% | -$7.76万 | 减仓 |
| HEI | HEICO CORP NEW | $3,562 | 0.00% | 10 | -263 | -96.3% | -$9.37万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $3,614 | 0.00% | 368 | 368 | — | $3,614 | 新建仓 |
| TECH | BIO-TECHNE CORP | $3,815 | 0.00% | 54 | -100 | -64.9% | -$7,065 | 减仓 |
| ING | ING GROEP N.V. | $3,922 | 0.00% | 125 | 125 | — | $3,922 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $4,038 | 0.00% | 49 | 49 | — | $4,038 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $4,073 | 0.00% | 301 | -11,692 | -97.5% | -$15.82万 | 重新持有 |
| INTU | INTUIT | $4,176 | 0.00% | 16 | -129 | -89.0% | -$3.37万 | 减仓 |
| ROG | ROGERS CORP | $4,257 | 0.00% | 26 | 26 | — | $4,257 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $4,458 | 0.00% | 263 | -4,031 | -93.9% | -$6.83万 | 减仓 |
| YETI | YETI HLDGS INC | $5,402 | 0.00% | 109 | -5,385 | -98.0% | -$26.69万 | 减仓 |
| CPNG | COUPANG INC | $5,506 | 0.01% | 317 | -1,016 | -76.2% | -$1.76万 | 减仓 |
| INOD | INNODATA INC | $5,668 | 0.01% | 75 | 75 | — | $5,668 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $5,762 | 0.01% | 541 | 541 | — | $5,762 | 新建仓 |
| MOS | MOSAIC CO | $6,166 | 0.01% | 291 | 291 | — | $6,166 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $6,368 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $6,428 | 0.01% | 234 | -8,203 | -97.2% | -$22.53万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $6,863 | 0.01% | 90 | 90 | — | $6,863 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $6,912 | 0.01% | 5 | -186 | -97.4% | -$25.71万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $7,059 | 0.01% | 241 | 241 | — | $7,059 | 新建仓 |
| XYL | XYLEM INC | $7,211 | 0.01% | 61 | 61 | — | $7,211 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $7,230 | 0.01% | 159 | -4,234 | -96.4% | -$19.25万 | 减仓 |