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 |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | $6.57万 | 0.06% | 55 | -119 | -68.4% | -$14.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.60万 | 0.06% | 566 | -1,302 | -69.7% | -$15.19万 | 重新持有 |
| THO | THOR INDS INC | $6.63万 | 0.06% | 882 | 882 | — | $6.63万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6.63万 | 0.06% | 352 | -413 | -54.0% | -$7.78万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $6.65万 | 0.06% | 270 | 118 | 77.6% | $2.91万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $6.65万 | 0.06% | 170 | 105 | 161.5% | $4.11万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $6.69万 | 0.06% | 306 | 306 | — | $6.69万 | 新建仓 |
| S | SENTINELONE INC | $6.71万 | 0.06% | 3,953 | 3,953 | — | $6.71万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $6.72万 | 0.06% | 149 | -98 | -39.7% | -$4.42万 | 减仓 |
| EG | EVEREST GROUP LTD | $6.75万 | 0.06% | 189 | -181 | -48.9% | -$6.47万 | 重新持有 |
| JD | JD.COM INC | $6.75万 | 0.06% | 2,651 | 2,147 | 426.0% | $5.47万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $6.79万 | 0.06% | 837 | -641 | -43.4% | -$5.20万 | 减仓 |
| PATH | UIPATH INC | $6.82万 | 0.06% | 6,275 | -4,390 | -41.2% | -$4.77万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.85万 | 0.06% | 3,861 | 178 | 4.8% | $3,156 | 重新持有 |
| BFLY | BUTTERFLY NETWORK INC | $6.85万 | 0.06% | 8,132 | 8,132 | — | $6.85万 | 新建仓 |
| RY | ROYAL BK CDA | $6.85万 | 0.06% | 331 | -68 | -17.0% | -$1.41万 | 减仓 |
| CHEF | CHEFS WHSE INC | $6.88万 | 0.06% | 716 | 451 | 170.2% | $4.33万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6.89万 | 0.06% | 3,153 | 3,153 | — | $6.89万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $6.93万 | 0.06% | 198 | -355 | -64.2% | -$12.43万 | 减仓 |
| FIX | COMFORT SYS USA INC | $6.94万 | 0.06% | 35 | 35 | — | $6.94万 | 新建仓 |
| TRU | TRANSUNION | $6.95万 | 0.06% | 963 | 963 | — | $6.95万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $6.96万 | 0.06% | 2,411 | -1,694 | -41.3% | -$4.89万 | 重新持有 |
| CB | CHUBB LIMITED | $6.99万 | 0.06% | 205 | 205 | — | $6.99万 | 新建仓 |
| INSM | INSMED INC | $7.07万 | 0.07% | 663 | 337 | 103.4% | $3.59万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $7.09万 | 0.07% | 696 | 696 | — | $7.09万 | 新建仓 |
| PODD | INSULET CORP | $7.11万 | 0.07% | 467 | 159 | 51.6% | $2.42万 | 加仓 |
| FHI | FEDERATED HERMES INC | $7.11万 | 0.07% | 1,288 | 1,011 | 365.0% | $5.58万 | 重新持有 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $7.14万 | 0.07% | 4,453 | -5,838 | -56.7% | -$9.36万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $7.20万 | 0.07% | 1,166 | -257 | -18.1% | -$1.59万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $7.21万 | 0.07% | 5,807 | 5,807 | — | $7.21万 | 新建仓 |
| FISV | FISERV INC | $7.23万 | 0.07% | 1,475 | 1,475 | — | $7.23万 | 新建仓 |
| IT | GARTNER INC | $7.26万 | 0.07% | 560 | -640 | -53.3% | -$8.30万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $7.29万 | 0.07% | 1,795 | 1,689 | 1,593.4% | $6.86万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $7.30万 | 0.07% | 334 | 333 | 33,300.0% | $7.28万 | 加仓 |
| NTST | NETSTREIT CORP | $7.32万 | 0.07% | 3,463 | 3,463 | — | $7.32万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $7.33万 | 0.07% | 4,415 | -13,361 | -75.2% | -$22.19万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $7.34万 | 0.07% | 9,053 | 9,053 | — | $7.34万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $7.35万 | 0.07% | 7,598 | 7,598 | — | $7.35万 | 新建仓 |
| ORC | ORCHID IS CAP INC | $7.38万 | 0.07% | 10,588 | 10,588 | — | $7.38万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $7.41万 | 0.07% | 2,334 | -2,868 | -55.1% | -$9.10万 | 重新持有 |
| B | BARRICK MNG CORP | $7.42万 | 0.07% | 2,020 | -3,533 | -63.6% | -$12.98万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $7.49万 | 0.07% | 192 | -26 | -11.9% | -$1.01万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $7.50万 | 0.07% | 2,411 | -288 | -10.7% | -$8,957 | 减仓 |
| SRE | SEMPRA | $7.51万 | 0.07% | 810 | 810 | — | $7.51万 | 新建仓 |
| MOG/A | MOOG INC | $7.54万 | 0.07% | 178 | -816 | -82.1% | -$34.59万 | 减仓 |
| ZD | ZIFF DAVIS INC | $7.56万 | 0.07% | 1,443 | 1,443 | — | $7.56万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $7.57万 | 0.07% | 1,177 | -1,179 | -50.0% | -$7.58万 | 减仓 |
| WIX | WIX COM LTD | $7.58万 | 0.07% | 1,671 | 825 | 97.5% | $3.74万 | 重新持有 |
| OII | OCEANEERING INTL INC | $7.59万 | 0.07% | 1,873 | 1,873 | — | $7.59万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $7.62万 | 0.07% | 231 | 223 | 2,787.5% | $7.35万 | 加仓 |
| FIVE | FIVE BELOW INC | $7.62万 | 0.07% | 424 | -1,104 | -72.3% | -$19.85万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $7.66万 | 0.07% | 2,366 | -6,235 | -72.5% | -$20.18万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $7.74万 | 0.07% | 1,673 | 516 | 44.6% | $2.39万 | 加仓 |
| EVR | EVERCORE INC | $7.75万 | 0.07% | 227 | -866 | -79.2% | -$29.57万 | 减仓 |
| BC | BRUNSWICK CORP | $7.77万 | 0.07% | 922 | -651 | -41.4% | -$5.48万 | 重新持有 |
| MORN | MORNINGSTAR INC | $7.79万 | 0.07% | 499 | 280 | 127.9% | $4.37万 | 重新持有 |
| DOV | DOVER CORP | $7.80万 | 0.07% | 348 | 167 | 92.3% | $3.75万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $7.81万 | 0.07% | 91 | 91 | — | $7.81万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $7.88万 | 0.07% | 3,004 | 3,004 | — | $7.88万 | 新建仓 |
| KEX | KIRBY CORP | $7.90万 | 0.07% | 581 | 124 | 27.1% | $1.69万 | 加仓 |
| AN | AUTONATION INC | $7.91万 | 0.07% | 426 | 407 | 2,142.1% | $7.56万 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $7.94万 | 0.07% | 2,263 | -1,949 | -46.3% | -$6.84万 | 减仓 |
| BTU | PEABODY ENGR CORP | $7.98万 | 0.07% | 3,450 | -1,087 | -24.0% | -$2.51万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $8.14万 | 0.08% | 3,592 | 3,592 | — | $8.14万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $8.16万 | 0.08% | 1,073 | 1,073 | — | $8.16万 | 新建仓 |
| WAB | WABTEC | $8.17万 | 0.08% | 303 | -368 | -54.8% | -$9.92万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $8.19万 | 0.08% | 893 | 893 | — | $8.19万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $8.19万 | 0.08% | 870 | -2,047 | -70.2% | -$19.27万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $8.27万 | 0.08% | 2,899 | 1,518 | 109.9% | $4.33万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $8.29万 | 0.08% | 1,146 | -4,650 | -80.2% | -$33.64万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $8.30万 | 0.08% | 410 | 382 | 1,364.3% | $7.74万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $8.31万 | 0.08% | 4,068 | 242 | 6.3% | $4,944 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $8.35万 | 0.08% | 2,141 | -55 | -2.5% | -$2,146 | 减仓 |
| MHK | MOHAWK INDS INC | $8.36万 | 0.08% | 689 | 446 | 183.5% | $5.41万 | 重新持有 |
| PL | PLANET LABS PBC | $8.38万 | 0.08% | 2,529 | -3,318 | -56.7% | -$10.99万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $8.45万 | 0.08% | 2,388 | 2,388 | — | $8.45万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $8.47万 | 0.08% | 3,950 | 3,950 | — | $8.47万 | 新建仓 |
| CART | MAPLEBEAR INC | $8.49万 | 0.08% | 1,792 | 1,792 | — | $8.49万 | 新建仓 |
| UGI | UGI CORP NEW | $8.50万 | 0.08% | 2,461 | 1,974 | 405.3% | $6.82万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $8.52万 | 0.08% | 1,627 | 1,627 | — | $8.52万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $8.53万 | 0.08% | 13,885 | 13,885 | — | $8.53万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $8.55万 | 0.08% | 518 | 443 | 590.7% | $7.31万 | 加仓 |
| EVRG | EVERGY INC | $8.56万 | 0.08% | 990 | -4,757 | -82.8% | -$41.11万 | 重新持有 |
| METC | RAMACO RES INC | $8.58万 | 0.08% | 6,485 | 6,485 | — | $8.58万 | 新建仓 |
| FRO | FRONTLINE PLC | $8.59万 | 0.08% | 2,470 | 1,168 | 89.7% | $4.06万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $8.60万 | 0.08% | 11,611 | 11,611 | — | $8.60万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $8.63万 | 0.08% | 361 | 361 | — | $8.63万 | 新建仓 |
| VTR | VENTAS INC | $8.66万 | 0.08% | 975 | -138 | -12.4% | -$1.23万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $8.66万 | 0.08% | 490 | -520 | -51.5% | -$9.19万 | 减仓 |
| RIG | TRANSOCEAN LTD | $8.71万 | 0.08% | 17,816 | -4,905 | -21.6% | -$2.40万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $8.76万 | 0.08% | 6,603 | 6,603 | — | $8.76万 | 新建仓 |
| GDS | GDS HLDGS LTD | $8.78万 | 0.08% | 2,924 | 2,868 | 5,121.4% | $8.61万 | 加仓 |
| EAT | BRINKER INTL INC | $8.82万 | 0.08% | 525 | 237 | 82.3% | $3.98万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $8.82万 | 0.08% | 873 | 873 | — | $8.82万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $8.83万 | 0.08% | 778 | 573 | 279.5% | $6.50万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $8.87万 | 0.08% | 15,014 | 15,009 | 300,180.0% | $8.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8.89万 | 0.08% | 173 | 173 | — | $8.89万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $8.91万 | 0.08% | 790 | 790 | — | $8.91万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $8.92万 | 0.08% | 750 | -2,109 | -73.8% | -$25.09万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $8.94万 | 0.08% | 8,457 | -4,156 | -33.0% | -$4.39万 | 减仓 |