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 |
|---|---|---|---|---|---|---|---|---|
| VCYT | VERACYTE INC | $4.26万 | 0.04% | 725 | -471 | -39.4% | -$2.77万 | 减仓 |
| CAMT | CAMTEK LTD | $4.27万 | 0.04% | 262 | 262 | — | $4.27万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $4.31万 | 0.04% | 384 | 187 | 94.9% | $2.10万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $4.33万 | 0.04% | 1,277 | 1,277 | — | $4.33万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4.40万 | 0.04% | 151 | -363 | -70.6% | -$10.57万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.42万 | 0.04% | 157 | -162 | -50.8% | -$4.56万 | 重新持有 |
| COLM | COLUMBIA SPORTSWEAR CO | $4.44万 | 0.04% | 719 | -491 | -40.6% | -$3.04万 | 减仓 |
| — | GATES INDL CORP PLC | $4.48万 | 0.04% | 1,601 | 1,601 | — | $4.48万 | 新建仓 |
| TE | T1 ENERGY INC | $4.50万 | 0.04% | 4,743 | -1,741 | -26.9% | -$1.65万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $4.55万 | 0.04% | 820 | 430 | 110.3% | $2.39万 | 重新持有 |
| AYI | ACUITY INC | $4.56万 | 0.04% | 121 | 69 | 132.7% | $2.60万 | 加仓 |
| ARCB | ARCBEST CORP | $4.58万 | 0.04% | 319 | -3,201 | -90.9% | -$45.95万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $4.62万 | 0.04% | 5,891 | 5,891 | — | $4.62万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $4.63万 | 0.04% | 477 | 477 | — | $4.63万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $4.63万 | 0.04% | 467 | -1,161 | -71.3% | -$11.51万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $4.65万 | 0.04% | 918 | -3,226 | -77.8% | -$16.36万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $4.67万 | 0.04% | 4,292 | -3,349 | -43.8% | -$3.64万 | 减仓 |
| BLTE | BELITE BIO INC | $4.73万 | 0.04% | 307 | 307 | — | $4.73万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $4.73万 | 0.04% | 2,735 | -10,465 | -79.3% | -$18.11万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $4.74万 | 0.04% | 140 | -171 | -55.0% | -$5.78万 | 重新持有 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $4.74万 | 0.04% | 617 | 140 | 29.4% | $1.08万 | 加仓 |
| VALE | VALE S A | $4.76万 | 0.04% | 3,168 | -3,429 | -52.0% | -$5.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.77万 | 0.04% | 51 | -109 | -68.1% | -$10.20万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4.78万 | 0.04% | 4,286 | 415 | 10.7% | $4,627 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $4.85万 | 0.04% | 208 | 208 | — | $4.85万 | 新建仓 |
| REAL | THE REALREAL INC | $4.85万 | 0.04% | 4,117 | 4,117 | — | $4.85万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $4.87万 | 0.05% | 3,780 | 3,780 | — | $4.87万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $4.89万 | 0.05% | 600 | 600 | — | $4.89万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $4.91万 | 0.05% | 1,020 | -4,686 | -82.1% | -$22.54万 | 减仓 |
| UNP | UNION PAC CORP | $4.92万 | 0.05% | 181 | 181 | — | $4.92万 | 新建仓 |
| CMS | CMS ENERGY CORP | $4.93万 | 0.05% | 644 | 644 | — | $4.93万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $4.93万 | 0.05% | 524 | -1,560 | -74.9% | -$14.67万 | 减仓 |
| OTTR | OTTER TAIL CORP | $4.95万 | 0.05% | 550 | 550 | — | $4.95万 | 新建仓 |
| NTR | NUTRIEN LTD | $5.00万 | 0.05% | 794 | -190 | -19.3% | -$1.20万 | 减仓 |
| ROL | ROLLINS INC | $5.04万 | 0.05% | 1,208 | -54 | -4.3% | -$2,254 | 减仓 |
| AAON | AAON INC | $5.05万 | 0.05% | 398 | 398 | — | $5.05万 | 新建仓 |
| ASAN | ASANA INC | $5.06万 | 0.05% | 7,233 | -9,944 | -57.9% | -$6.96万 | 减仓 |
| QCOM | QUALCOMM INC | $5.10万 | 0.05% | 276 | 276 | — | $5.10万 | 新建仓 |
| ACMR | ACM RESH INC | $5.13万 | 0.05% | 404 | 404 | — | $5.13万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $5.14万 | 0.05% | 616 | -298 | -32.6% | -$2.49万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $5.15万 | 0.05% | 403 | -445 | -52.5% | -$5.69万 | 减仓 |
| VC | VISTEON CORP | $5.18万 | 0.05% | 522 | -1,562 | -75.0% | -$15.50万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $5.19万 | 0.05% | 554 | 554 | — | $5.19万 | 新建仓 |
| FTDR | FRONTDOOR INC | $5.22万 | 0.05% | 673 | -45 | -6.3% | -$3,492 | 减仓 |
| ROKU | ROKU INC | $5.25万 | 0.05% | 380 | -3,801 | -90.9% | -$52.51万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $5.27万 | 0.05% | 1,177 | -2,883 | -71.0% | -$12.91万 | 减仓 |
| MGA | MAGNA INTL INC | $5.28万 | 0.05% | 804 | -1,462 | -64.5% | -$9.60万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $5.36万 | 0.05% | 316 | 56 | 21.5% | $9,503 | 加仓 |
| VSAT | VIASAT INC | $5.39万 | 0.05% | 600 | -3,163 | -84.1% | -$28.41万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $5.40万 | 0.05% | 1,356 | -1,854 | -57.8% | -$7.39万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $5.43万 | 0.05% | 1,185 | -2,004 | -62.8% | -$9.18万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $5.45万 | 0.05% | 718 | 718 | — | $5.45万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $5.46万 | 0.05% | 1,047 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $5.51万 | 0.05% | 1,928 | 1,928 | — | $5.51万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $5.51万 | 0.05% | 513 | 393 | 327.5% | $4.22万 | 加仓 |
| ES | EVERSOURCE ENERGY | $5.52万 | 0.05% | 764 | -359 | -32.0% | -$2.59万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $5.54万 | 0.05% | 1,492 | -1,323 | -47.0% | -$4.91万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $5.58万 | 0.05% | 2,285 | 2,285 | — | $5.58万 | 新建仓 |
| SLM | SLM CORP | $5.60万 | 0.05% | 2,158 | 1,359 | 170.1% | $3.53万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $5.62万 | 0.05% | 2,627 | 2,627 | — | $5.62万 | 新建仓 |
| HNI | HNI CORP | $5.66万 | 0.05% | 1,400 | 1,400 | — | $5.66万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5.67万 | 0.05% | 511 | 377 | 281.3% | $4.19万 | 重新持有 |
| SR | SPIRE INC | $5.68万 | 0.05% | 727 | -614 | -45.8% | -$4.79万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $5.70万 | 0.05% | 469 | -56 | -10.7% | -$6,800 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $5.70万 | 0.05% | 180 | -23 | -11.3% | -$7,289 | 重新持有 |
| TNDM | TANDEM DIABETES CARE INC | $5.72万 | 0.05% | 3,792 | -3,473 | -47.8% | -$5.24万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $5.72万 | 0.05% | 3,831 | 3,831 | — | $5.72万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $5.76万 | 0.05% | 945 | -3,169 | -77.0% | -$19.32万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.82万 | 0.05% | 909 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $5.85万 | 0.05% | 589 | 589 | — | $5.85万 | 新建仓 |
| TRGP | TARGA RES CORP | $5.87万 | 0.05% | 219 | -324 | -59.7% | -$8.69万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $5.88万 | 0.05% | 653 | -139 | -17.6% | -$1.25万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $5.91万 | 0.05% | 1,430 | 1,430 | — | $5.91万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5.92万 | 0.05% | 244 | -49 | -16.7% | -$1.19万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $5.96万 | 0.06% | 1,031 | 14 | 1.4% | $810 | 加仓 |
| WEX | WEX INC | $6.00万 | 0.06% | 425 | 252 | 145.7% | $3.56万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.00万 | 0.06% | 1,557 | -3,906 | -71.5% | -$15.06万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $6.06万 | 0.06% | 3,356 | -369 | -9.9% | -$6,668 | 减仓 |
| DCI | DONALDSON INC | $6.07万 | 0.06% | 676 | 676 | — | $6.07万 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $6.08万 | 0.06% | 1,672 | 1,672 | — | $6.08万 | 新建仓 |
| MAS | MASCO CORP | $6.14万 | 0.06% | 754 | 754 | — | $6.14万 | 新建仓 |
| SSRM | SSR MINING IN | $6.14万 | 0.06% | 2,170 | -974 | -31.0% | -$2.75万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $6.17万 | 0.06% | 715 | -4,917 | -87.3% | -$42.40万 | 减仓 |
| USB | US BANCORP | $6.20万 | 0.06% | 1,027 | -620 | -37.6% | -$3.74万 | 重新持有 |
| TWLO | TWILIO INC | $6.23万 | 0.06% | 302 | 124 | 69.7% | $2.56万 | 加仓 |
| MBC | MASTERBRAND INC | $6.26万 | 0.06% | 6,080 | 6,080 | — | $6.26万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $6.26万 | 0.06% | 1,980 | -345 | -14.8% | -$1.09万 | 减仓 |
| EIX | EDISON INTL | $6.27万 | 0.06% | 842 | 464 | 122.8% | $3.45万 | 加仓 |
| BILI | BILIBILI INC | $6.28万 | 0.06% | 3,689 | 1,631 | 79.3% | $2.78万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6.33万 | 0.06% | 509 | 259 | 103.6% | $3.22万 | 加仓 |
| BURL | BURLINGTON STORES INC | $6.34万 | 0.06% | 200 | 27 | 15.6% | $8,554 | 加仓 |
| KVYO | KLAVIYO INC | $6.34万 | 0.06% | 4,199 | -1,787 | -29.9% | -$2.70万 | 减仓 |
| WWD | WOODWARD INC | $6.38万 | 0.06% | 150 | -191 | -56.0% | -$8.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $6.39万 | 0.06% | 1,121 | 574 | 104.9% | $3.27万 | 加仓 |
| EQT | EQT CORP | $6.40万 | 0.06% | 1,204 | 1,204 | — | $6.40万 | 新建仓 |
| RPM | RPM INTL INC | $6.47万 | 0.06% | 582 | 582 | — | $6.47万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $6.48万 | 0.06% | 1,752 | 1,752 | — | $6.48万 | 新建仓 |
| AVA | AVISTA CORP | $6.51万 | 0.06% | 1,592 | 1,592 | — | $6.51万 | 新建仓 |
| GNW | GENWORTH FINL INC | $6.52万 | 0.06% | 6,880 | 6,880 | — | $6.52万 | 新建仓 |
| BCS | BARCLAYS PLC | $6.57万 | 0.06% | 2,446 | -1,960 | -44.5% | -$5.26万 | 减仓 |