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 |
|---|---|---|---|---|---|---|---|---|
| RNST | RENASANT CORP | $7,444 | 0.01% | 175 | -1,033 | -85.5% | -$4.39万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $7,644 | 0.01% | 99 | 9 | 10.0% | $695 | 加仓 |
| LIN | LINDE PLC | $7,784 | 0.01% | 15 | 15 | — | $7,784 | 新建仓 |
| NGG | NATIONAL GRID PLC | $7,790 | 0.01% | 94 | 77 | 452.9% | $6,381 | 加仓 |
| FOXA | FOX CORP | $8,346 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $8,369 | 0.01% | 27 | -242 | -90.0% | -$7.50万 | 减仓 |
| CCK | CROWN HLDGS INC | $8,386 | 0.01% | 75 | -237 | -76.0% | -$2.65万 | 减仓 |
| GLW | CORNING INC | $8,940 | 0.01% | 35 | 35 | — | $8,940 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $8,945 | 0.01% | 103 | 103 | — | $8,945 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $8,994 | 0.01% | 107 | -326 | -75.3% | -$2.74万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $9,161 | 0.01% | 151 | -675 | -81.7% | -$4.10万 | 重新持有 |
| APPF | APPFOLIO INC | $9,300 | 0.01% | 58 | -190 | -76.6% | -$3.05万 | 减仓 |
| COR | CENCORA INC | $9,338 | 0.01% | 33 | -52 | -61.2% | -$1.47万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $9,507 | 0.01% | 95 | -259 | -73.2% | -$2.59万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $9,617 | 0.01% | 118 | 118 | — | $9,617 | 新建仓 |
| CVSA | COVISTA INC | $9,723 | 0.01% | 78 | 78 | — | $9,723 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1.04万 | 0.01% | 275 | -2,964 | -91.5% | -$11.19万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.05万 | 0.01% | 115 | 115 | — | $1.05万 | 新建仓 |
| CALX | CALIX INC | $1.08万 | 0.01% | 289 | 289 | — | $1.08万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $1.11万 | 0.01% | 117 | 117 | — | $1.11万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $1.15万 | 0.01% | 128 | -1,637 | -92.7% | -$14.67万 | 减仓 |
| ATRC | ATRICURE INC | $1.17万 | 0.01% | 419 | 419 | — | $1.17万 | 新建仓 |
| OGN | ORGANON & CO | $1.18万 | 0.01% | 869 | -23,880 | -96.5% | -$32.33万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $1.19万 | 0.01% | 397 | -698 | -63.7% | -$2.09万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $1.20万 | 0.01% | 256 | 256 | — | $1.20万 | 新建仓 |
| BCO | BRINKS CO | $1.21万 | 0.01% | 128 | -1,283 | -90.9% | -$12.12万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $1.21万 | 0.01% | 837 | 837 | — | $1.21万 | 新建仓 |
| ACM | AECOM | $1.26万 | 0.01% | 180 | 180 | — | $1.26万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.30万 | 0.01% | 49 | 49 | — | $1.30万 | 新建仓 |
| DIS | DISNEY WALT CO | $1.31万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $1.31万 | 0.01% | 1,249 | -16,846 | -93.1% | -$17.67万 | 减仓 |
| CENX | CENTURY ALUM CO | $1.37万 | 0.01% | 297 | 297 | — | $1.37万 | 新建仓 |
| APA | APA CORPORATION | $1.41万 | 0.01% | 434 | -1,797 | -80.5% | -$5.85万 | 减仓 |
| KGC | KINROSS GOLD CORP | $1.41万 | 0.01% | 599 | 146 | 32.2% | $3,448 | 加仓 |
| HTHT | H WORLD GROUP LTD | $1.42万 | 0.01% | 341 | -71 | -17.2% | -$2,962 | 减仓 |
| CACI | CACI INTL INC | $1.44万 | 0.01% | 31 | -130 | -80.7% | -$6.02万 | 减仓 |
| SSD | SIMPSON MFG INC | $1.44万 | 0.01% | 69 | -1,056 | -93.9% | -$22.11万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $1.45万 | 0.01% | 1,655 | 1,655 | — | $1.45万 | 新建仓 |
| FNB | F N B CORP | $1.46万 | 0.01% | 765 | 744 | 3,542.9% | $1.42万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $1.47万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $1.51万 | 0.01% | 190 | -580 | -75.3% | -$4.61万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $1.53万 | 0.01% | 401 | -616 | -60.6% | -$2.34万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1.53万 | 0.01% | 141 | -575 | -80.3% | -$6.23万 | 减仓 |
| BPOP | POPULAR INC | $1.54万 | 0.01% | 94 | -116 | -55.2% | -$1.90万 | 重新持有 |
| MTB | M & T BK CORP | $1.64万 | 0.02% | 69 | -111 | -61.7% | -$2.64万 | 减仓 |
| LKQ | LKQ CORP | $1.68万 | 0.02% | 637 | -161 | -20.2% | -$4,239 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.73万 | 0.02% | 28 | 28 | — | $1.73万 | 新建仓 |
| CCJ | CAMECO CORP | $1.75万 | 0.02% | 172 | -95 | -35.6% | -$9,677 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $1.75万 | 0.02% | 644 | -4,845 | -88.3% | -$13.18万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $1.76万 | 0.02% | 841 | 840 | 84,000.0% | $1.76万 | 重新持有 |
| RRR | RED ROCK RESORTS INC | $1.77万 | 0.02% | 272 | 272 | — | $1.77万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $1.77万 | 0.02% | 490 | -2,011 | -80.4% | -$7.27万 | 减仓 |
| VNET | VNET GROUP INC | $1.80万 | 0.02% | 2,241 | 1,159 | 107.1% | $9,319 | 加仓 |
| COP | CONOCOPHILLIPS | $1.82万 | 0.02% | 175 | -645 | -78.7% | -$6.71万 | 重新持有 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.86万 | 0.02% | 755 | 755 | — | $1.86万 | 新建仓 |
| BEKE | KE HLDGS INC | $1.88万 | 0.02% | 1,297 | -96 | -6.9% | -$1,395 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $1.89万 | 0.02% | 672 | -5,844 | -89.7% | -$16.43万 | 重新持有 |
| TAL | TAL ED GROUP | $1.89万 | 0.02% | 1,975 | -4,287 | -68.5% | -$4.10万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1.89万 | 0.02% | 177 | -1,107 | -86.2% | -$11.84万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $1.91万 | 0.02% | 600 | 600 | — | $1.91万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1.92万 | 0.02% | 149 | -2,452 | -94.3% | -$31.52万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1.93万 | 0.02% | 1,460 | 1,313 | 893.2% | $1.74万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.94万 | 0.02% | 58 | 58 | — | $1.94万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1.95万 | 0.02% | 103 | -2,090 | -95.3% | -$39.59万 | 重新持有 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.96万 | 0.02% | 122 | 31 | 34.1% | $4,973 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1.97万 | 0.02% | 417 | 398 | 2,094.7% | $1.88万 | 加仓 |
| DY | DYCOM INDS INC | $1.97万 | 0.02% | 39 | -114 | -74.5% | -$5.76万 | 减仓 |
| AVY | AVERY DENNISON CORP | $1.98万 | 0.02% | 122 | 122 | — | $1.98万 | 新建仓 |
| ORI | OLD REP INTL CORP | $2.00万 | 0.02% | 489 | -1,418 | -74.4% | -$5.80万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $2.02万 | 0.02% | 71 | -45 | -38.8% | -$1.28万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $2.02万 | 0.02% | 739 | -7,384 | -90.9% | -$20.22万 | 重新持有 |
| ARW | ARROW ELECTRS INC | $2.07万 | 0.02% | 97 | -259 | -72.8% | -$5.53万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2.10万 | 0.02% | 122 | -418 | -77.4% | -$7.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.12万 | 0.02% | 49 | -195 | -79.9% | -$8.45万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.13万 | 0.02% | 231 | 231 | — | $2.13万 | 新建仓 |
| ABNB | AIRBNB INC | $2.13万 | 0.02% | 149 | 149 | — | $2.13万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.17万 | 0.02% | 97 | -941 | -90.7% | -$21.07万 | 重新持有 |
| HMC | HONDA MOTOR CO LTD | $2.19万 | 0.02% | 807 | -4,817 | -85.7% | -$13.06万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2.19万 | 0.02% | 43 | -114 | -72.6% | -$5.81万 | 减仓 |
| MFC | MANULIFE FINL CORP | $2.21万 | 0.02% | 546 | 198 | 56.9% | $8,021 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2.24万 | 0.02% | 270 | -1,460 | -84.4% | -$12.09万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2.25万 | 0.02% | 197 | -81 | -29.1% | -$9,267 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2.27万 | 0.02% | 908 | 908 | — | $2.27万 | 新建仓 |
| EFOR | EVERFORTH INC | $2.28万 | 0.02% | 1,276 | 1,276 | — | $2.28万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.28万 | 0.02% | 164 | -1,118 | -87.2% | -$15.57万 | 减仓 |
| GEO | GEO GROUP INC | $2.30万 | 0.02% | 780 | -1,532 | -66.3% | -$4.53万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $2.31万 | 0.02% | 241 | 141 | 141.0% | $1.35万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $2.33万 | 0.02% | 333 | -2,209 | -86.9% | -$15.46万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.33万 | 0.02% | 143 | 143 | — | $2.33万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2.36万 | 0.02% | 140 | -841 | -85.7% | -$14.17万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $2.36万 | 0.02% | 44 | 44 | — | $2.36万 | 新建仓 |
| WYFI | WHITEFIBER INC | $2.39万 | 0.02% | 616 | 616 | — | $2.39万 | 新建仓 |
| TREX | TREX INC | $2.41万 | 0.02% | 481 | 481 | — | $2.41万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2.44万 | 0.02% | 182 | -172 | -48.6% | -$2.31万 | 减仓 |
| AXGN | AXOGEN INC | $2.46万 | 0.02% | 533 | 533 | — | $2.46万 | 新建仓 |
| JBS | JBS N.V. | $2.51万 | 0.02% | 2,119 | -9,195 | -81.3% | -$10.90万 | 减仓 |
| DEO | DIAGEO PLC | $2.53万 | 0.02% | 315 | -268 | -46.0% | -$2.15万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $2.56万 | 0.02% | 405 | -1,717 | -80.9% | -$10.87万 | 重新持有 |
| CM | CANADIAN IMPERIAL BANK OF CO | $2.60万 | 0.02% | 226 | 226 | — | $2.60万 | 新建仓 |
| NVAX | NOVAVAX INC | $2.61万 | 0.02% | 2,769 | -5,095 | -64.8% | -$4.80万 | 减仓 |