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 |
|---|---|---|---|---|---|---|---|---|
| MOD | MODINE MFG CO | $2.62万 | 0.02% | 98 | 98 | — | $2.62万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.67万 | 0.02% | 56 | -155 | -73.5% | -$7.40万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.70万 | 0.02% | 55 | 51 | 1,275.0% | $2.50万 | 加仓 |
| MTRN | MATERION CORP | $2.71万 | 0.03% | 91 | 91 | — | $2.71万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $2.73万 | 0.03% | 668 | 668 | — | $2.73万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.74万 | 0.03% | 374 | 374 | — | $2.74万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.77万 | 0.03% | 102 | 102 | — | $2.77万 | 新建仓 |
| MHO | M/I HOMES INC | $2.78万 | 0.03% | 173 | 173 | — | $2.78万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $2.78万 | 0.03% | 94 | -309 | -76.7% | -$9.15万 | 减仓 |
| WMB | WILLIAMS COS INC | $2.81万 | 0.03% | 378 | -1,112 | -74.6% | -$8.27万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $2.85万 | 0.03% | 1,159 | 1,159 | — | $2.85万 | 新建仓 |
| CVNA | CARVANA CO | $2.86万 | 0.03% | 435 | -1,665 | -79.3% | -$10.96万 | 减仓 |
| AZO | AUTOZONE INC | $2.88万 | 0.03% | 9 | -35 | -79.5% | -$11.19万 | 减仓 |
| OC | OWENS CORNING NEW | $2.88万 | 0.03% | 181 | 181 | — | $2.88万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $2.88万 | 0.03% | 1,579 | 1,307 | 480.5% | $2.39万 | 加仓 |
| ERIE | ERIE INDTY CO | $2.95万 | 0.03% | 123 | -273 | -68.9% | -$6.55万 | 重新持有 |
| AMCR | AMCOR PLC | $2.96万 | 0.03% | 683 | -34 | -4.7% | -$1,474 | 减仓 |
| FSK | FS KKR CAP CORP | $2.97万 | 0.03% | 2,833 | -3,902 | -57.9% | -$4.10万 | 减仓 |
| VCEL | VERICEL CORP | $3.01万 | 0.03% | 676 | -10,932 | -94.2% | -$48.64万 | 重新持有 |
| SHOO | MADDEN STEVEN LTD | $3.06万 | 0.03% | 726 | -2,466 | -77.3% | -$10.38万 | 减仓 |
| KT | KT CORP | $3.17万 | 0.03% | 1,833 | -3,148 | -63.2% | -$5.44万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $3.18万 | 0.03% | 438 | -850 | -66.0% | -$6.16万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $3.18万 | 0.03% | 208 | 208 | — | $3.18万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $3.18万 | 0.03% | 193 | -43 | -18.2% | -$7,092 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3.22万 | 0.03% | 951 | -504 | -34.6% | -$1.71万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3.23万 | 0.03% | 1,504 | -6,786 | -81.9% | -$14.56万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3.26万 | 0.03% | 741 | 741 | — | $3.26万 | 新建仓 |
| TS | TENARIS S A | $3.27万 | 0.03% | 589 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $3.29万 | 0.03% | 3,335 | 3,335 | — | $3.29万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $3.29万 | 0.03% | 320 | 320 | — | $3.29万 | 新建仓 |
| IRON | DISC MEDICINE INC | $3.30万 | 0.03% | 451 | -3,113 | -87.3% | -$22.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.31万 | 0.03% | 242 | -625 | -72.1% | -$8.55万 | 减仓 |
| MP | MP MATERIALS CORP | $3.32万 | 0.03% | 592 | 592 | — | $3.32万 | 新建仓 |
| BOH | BANK HAWAII CORP | $3.37万 | 0.03% | 413 | -3,579 | -89.7% | -$29.16万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3.37万 | 0.03% | 788 | 788 | — | $3.37万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $3.39万 | 0.03% | 278 | -1,694 | -85.9% | -$20.63万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $3.45万 | 0.03% | 775 | -1,325 | -63.1% | -$5.89万 | 重新持有 |
| LEGN | LEGEND BIOTECH CORP | $3.46万 | 0.03% | 1,197 | -2,331 | -66.1% | -$6.73万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $3.46万 | 0.03% | 1,320 | 959 | 265.7% | $2.51万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.51万 | 0.03% | 125 | -77 | -38.1% | -$2.16万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3.51万 | 0.03% | 55 | -25 | -31.2% | -$1.60万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3.51万 | 0.03% | 1,476 | 1,476 | — | $3.51万 | 新建仓 |
| FTV | FORTIVE CORP | $3.52万 | 0.03% | 576 | -1,640 | -74.0% | -$10.02万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $3.52万 | 0.03% | 209 | -430 | -67.3% | -$7.24万 | 减仓 |
| ATR | APTARGROUP INC | $3.53万 | 0.03% | 282 | -51 | -15.3% | -$6,385 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.54万 | 0.03% | 35 | -20 | -36.4% | -$2.02万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $3.55万 | 0.03% | 258 | -223 | -46.4% | -$3.07万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $3.58万 | 0.03% | 3,304 | 3,304 | — | $3.58万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $3.58万 | 0.03% | 169 | 169 | — | $3.58万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $3.58万 | 0.03% | 219 | -461 | -67.8% | -$7.54万 | 减仓 |
| PCAR | PACCAR INC | $3.59万 | 0.03% | 299 | -308 | -50.7% | -$3.70万 | 重新持有 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $3.59万 | 0.03% | 674 | -424 | -38.6% | -$2.26万 | 减仓 |
| EMBJ | EMBRAER S.A. | $3.60万 | 0.03% | 565 | -3,275 | -85.3% | -$20.89万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3.61万 | 0.03% | 4,442 | 1,323 | 42.4% | $1.07万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $3.62万 | 0.03% | 2,153 | 2,153 | — | $3.62万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $3.64万 | 0.03% | 1,035 | 822 | 385.9% | $2.89万 | 加仓 |
| NE | NOBLE CORP PLC | $3.65万 | 0.03% | 979 | -1,817 | -65.0% | -$6.78万 | 减仓 |
| WT | WISDOMTREE INC | $3.67万 | 0.03% | 2,169 | -13,312 | -86.0% | -$22.55万 | 重新持有 |
| HAS | HASBRO INC | $3.68万 | 0.03% | 445 | -231 | -34.2% | -$1.91万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.68万 | 0.03% | 136 | 136 | — | $3.68万 | 新建仓 |
| CRK | COMSTOCK RES INC | $3.72万 | 0.03% | 2,495 | -5,248 | -67.8% | -$7.83万 | 减仓 |
| TW | TRADEWEB MKTS INC | $3.74万 | 0.03% | 375 | -643 | -63.2% | -$6.41万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $3.75万 | 0.03% | 2,135 | 2,132 | 71,066.7% | $3.75万 | 加仓 |
| USFD | US FOODS HLDG CORP | $3.75万 | 0.03% | 367 | -236 | -39.1% | -$2.41万 | 减仓 |
| AMZN | AMAZON COM INC | $3.79万 | 0.04% | 159 | 20 | 14.4% | $4,767 | 加仓 |
| MYRG | MYR GROUP INC | $3.80万 | 0.04% | 76 | -349 | -82.1% | -$17.46万 | 减仓 |
| HPQ | HP INC | $3.83万 | 0.04% | 1,744 | -2,070 | -54.3% | -$4.54万 | 减仓 |
| GNTX | GENTEX CORP | $3.83万 | 0.04% | 1,517 | -4,175 | -73.3% | -$10.55万 | 减仓 |
| SKM | SK TELECOM CO LTD | $3.85万 | 0.04% | 1,197 | -4,067 | -77.3% | -$13.08万 | 减仓 |
| GTLB | GITLAB INC | $3.87万 | 0.04% | 1,267 | 1,267 | — | $3.87万 | 新建仓 |
| NTES | NETEASE COM INC | $3.91万 | 0.04% | 305 | 218 | 250.6% | $2.79万 | 重新持有 |
| APH | AMPHENOL CORP | $3.91万 | 0.04% | 222 | -814 | -78.6% | -$14.35万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $3.94万 | 0.04% | 106 | 106 | — | $3.94万 | 新建仓 |
| FRPT | FRESHPET INC | $3.94万 | 0.04% | 667 | -78 | -10.5% | -$4,611 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $3.95万 | 0.04% | 407 | -4,255 | -91.3% | -$41.30万 | 重新持有 |
| LI | LI AUTO INC | $3.96万 | 0.04% | 3,369 | 2,726 | 424.0% | $3.20万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3.96万 | 0.04% | 1,255 | -2,469 | -66.3% | -$7.78万 | 减仓 |
| UBS | UBS GROUP AG | $3.96万 | 0.04% | 799 | -1,704 | -68.1% | -$8.44万 | 减仓 |
| UL | UNILEVER PLC | $3.96万 | 0.04% | 659 | -114 | -14.7% | -$6,854 | 减仓 |
| CRM | SALESFORCE INC | $3.96万 | 0.04% | 253 | 91 | 56.2% | $1.43万 | 重新持有 |
| MDB | MONGODB INC | $3.96万 | 0.04% | 118 | -963 | -89.1% | -$32.35万 | 减仓 |
| SJM | SMUCKER J M CO | $3.99万 | 0.04% | 355 | -1,017 | -74.1% | -$11.44万 | 减仓 |
| FULT | FULTON FINL CORP PA | $4.00万 | 0.04% | 1,655 | 1,655 | — | $4.00万 | 新建仓 |
| BZ | KANZHUN LIMITED | $4.02万 | 0.04% | 3,120 | 1,713 | 121.7% | $2.20万 | 加仓 |
| CRWV | COREWEAVE INC | $4.02万 | 0.04% | 404 | 404 | — | $4.02万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.02万 | 0.04% | 892 | -5,489 | -86.0% | -$24.77万 | 减仓 |
| NKE | NIKE INC | $4.04万 | 0.04% | 983 | 983 | — | $4.04万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $4.06万 | 0.04% | 2,395 | -5,881 | -71.1% | -$9.97万 | 减仓 |
| DDS | DILLARDS INC | $4.07万 | 0.04% | 77 | -342 | -81.6% | -$18.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4.08万 | 0.04% | 183 | 183 | — | $4.08万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $4.09万 | 0.04% | 610 | -2,122 | -77.7% | -$14.21万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $4.09万 | 0.04% | 819 | 819 | — | $4.09万 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $4.09万 | 0.04% | 1,210 | 1,210 | — | $4.09万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $4.11万 | 0.04% | 168 | -795 | -82.6% | -$19.46万 | 减仓 |
| KKR | KKR & CO INC | $4.14万 | 0.04% | 451 | 255 | 130.1% | $2.34万 | 加仓 |
| MPC | MARATHON PETE CORP | $4.14万 | 0.04% | 162 | -535 | -76.8% | -$13.68万 | 减仓 |
| FSLY | FASTLY INC | $4.17万 | 0.04% | 2,271 | -11,190 | -83.1% | -$20.55万 | 减仓 |
| HTO | H2O AMERICA | $4.20万 | 0.04% | 691 | 691 | — | $4.20万 | 新建仓 |
| INGR | INGREDION INC | $4.24万 | 0.04% | 448 | 448 | — | $4.24万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4.24万 | 0.04% | 523 | -28 | -5.1% | -$2,272 | 减仓 |