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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $8.97万 | 0.08% | 1,591 | -4,157 | -72.3% | -$23.43万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $9.01万 | 0.08% | 2,327 | 2,327 | — | $9.01万 | 新建仓 |
| MTN | VAIL RESORTS INC | $9.07万 | 0.08% | 666 | 169 | 34.0% | $2.30万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $9.08万 | 0.08% | 3,102 | 956 | 44.5% | $2.80万 | 重新持有 |
| NOW | SERVICENOW INC | $9.13万 | 0.08% | 920 | 920 | — | $9.13万 | 新建仓 |
| WFC | WELLS FARGO & CO | $9.14万 | 0.08% | 1,106 | 856 | 342.4% | $7.07万 | 重新持有 |
| CUBI | CUSTOMERS BANCORP INC | $9.18万 | 0.08% | 1,160 | 1,160 | — | $9.18万 | 新建仓 |
| FRSH | FRESHWORKS INC | $9.18万 | 0.08% | 9,067 | -163 | -1.8% | -$1,650 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $9.23万 | 0.09% | 11,921 | 11,921 | — | $9.23万 | 新建仓 |
| AAPL | APPLE INC | $9.26万 | 0.09% | 320 | -477 | -59.8% | -$13.80万 | 减仓 |
| META | META PLATFORMS INC | $9.29万 | 0.09% | 165 | 165 | — | $9.29万 | 新建仓 |
| BX | BLACKSTONE INC | $9.31万 | 0.09% | 791 | 606 | 327.6% | $7.13万 | 加仓 |
| RKT | ROCKET COS INC | $9.34万 | 0.09% | 5,933 | 5,933 | — | $9.34万 | 新建仓 |
| CHYM | CHIME FINL INC | $9.37万 | 0.09% | 4,576 | -11 | -0.2% | -$225 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $9.40万 | 0.09% | 4,219 | -113 | -2.6% | -$2,517 | 减仓 |
| EFX | EQUIFAX INC | $9.40万 | 0.09% | 592 | 371 | 167.9% | $5.89万 | 加仓 |
| NEU | NEWMARKET CORP | $9.42万 | 0.09% | 119 | 116 | 3,866.7% | $9.18万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9.42万 | 0.09% | 285 | 245 | 612.5% | $8.10万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $9.42万 | 0.09% | 586 | 144 | 32.6% | $2.31万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $9.45万 | 0.09% | 4,184 | 3,405 | 437.1% | $7.69万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $9.46万 | 0.09% | 2,890 | -3,875 | -57.3% | -$12.69万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $9.48万 | 0.09% | 1,723 | 1,723 | — | $9.48万 | 新建仓 |
| MCD | MCDONALDS CORP | $9.49万 | 0.09% | 351 | -325 | -48.1% | -$8.79万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $9.52万 | 0.09% | 1,513 | -1,274 | -45.7% | -$8.01万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $9.53万 | 0.09% | 575 | 575 | — | $9.53万 | 新建仓 |
| POWL | POWELL INDS INC | $9.54万 | 0.09% | 333 | 303 | 1,010.0% | $8.68万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $9.58万 | 0.09% | 1,058 | 1,056 | 52,800.0% | $9.56万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $9.59万 | 0.09% | 631 | 549 | 669.5% | $8.35万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $9.60万 | 0.09% | 5,217 | 5,217 | — | $9.60万 | 新建仓 |
| CNX | CNX RES CORP | $9.65万 | 0.09% | 2,844 | 2,581 | 981.4% | $8.76万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $9.65万 | 0.09% | 11,031 | 11,031 | — | $9.65万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $9.68万 | 0.09% | 455 | 22 | 5.1% | $4,678 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $9.85万 | 0.09% | 3,200 | -1,104 | -25.7% | -$3.40万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $9.85万 | 0.09% | 3,352 | 3,352 | — | $9.85万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $9.87万 | 0.09% | 3,701 | 1,312 | 54.9% | $3.50万 | 重新持有 |
| NMRK | NEWMARK GROUP INC | $9.90万 | 0.09% | 6,551 | 3,131 | 91.5% | $4.73万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $9.98万 | 0.09% | 1,367 | -5,322 | -79.6% | -$38.84万 | 减仓 |
| TFC | TRUIST FINL CORP | $9.99万 | 0.09% | 2,005 | 1,358 | 209.9% | $6.77万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $10.03万 | 0.09% | 3,670 | 3,670 | — | $10.03万 | 新建仓 |
| CARG | CARGURUS INC | $10.10万 | 0.09% | 2,963 | -1,270 | -30.0% | -$4.33万 | 减仓 |
| FMC | FMC CORP | $10.15万 | 0.09% | 8,829 | -625 | -6.6% | -$7,188 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $10.29万 | 0.10% | 2,517 | 1,646 | 189.0% | $6.73万 | 加仓 |
| BBY | BEST BUY INC | $10.33万 | 0.10% | 1,361 | -1,848 | -57.6% | -$14.02万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $10.33万 | 0.10% | 1,641 | 938 | 133.4% | $5.90万 | 加仓 |
| GM | GENERAL MTRS CO | $10.34万 | 0.10% | 1,341 | 812 | 153.5% | $6.26万 | 加仓 |
| CTVA | CORTEVA INC | $10.37万 | 0.10% | 1,225 | 652 | 113.8% | $5.52万 | 加仓 |
| ITT | ITT INC | $10.46万 | 0.10% | 529 | 290 | 121.3% | $5.74万 | 加仓 |
| MMSI | MERIT MED SYS INC | $10.55万 | 0.10% | 1,521 | 315 | 26.1% | $2.18万 | 加仓 |
| CMI | CUMMINS INC | $10.56万 | 0.10% | 148 | 95 | 179.2% | $6.78万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $10.59万 | 0.10% | 2,719 | 2,719 | — | $10.59万 | 新建仓 |
| PI | IMPINJ INC | $10.64万 | 0.10% | 743 | 743 | — | $10.64万 | 新建仓 |
| TGT | TARGET CORP | $10.67万 | 0.10% | 817 | -616 | -43.0% | -$8.05万 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP | $10.72万 | 0.10% | 1,026 | 1,026 | — | $10.72万 | 新建仓 |
| NTNX | NUTANIX INC | $10.74万 | 0.10% | 2,107 | 2,107 | — | $10.74万 | 新建仓 |
| SNA | SNAP ON INC | $10.74万 | 0.10% | 267 | 13 | 5.1% | $5,231 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $10.82万 | 0.10% | 944 | -600 | -38.9% | -$6.88万 | 减仓 |
| GRPN | GROUPON INC | $10.87万 | 0.10% | 4,518 | 4,518 | — | $10.87万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $10.90万 | 0.10% | 5,274 | 5,274 | — | $10.90万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $10.91万 | 0.10% | 2,170 | 492 | 29.3% | $2.47万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $10.98万 | 0.10% | 3,210 | -3,140 | -49.4% | -$10.75万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $11.05万 | 0.10% | 832 | 302 | 57.0% | $4.01万 | 加仓 |
| UMBF | UMB FINL CORP | $11.06万 | 0.10% | 775 | 478 | 160.9% | $6.82万 | 加仓 |
| THG | HANOVER INS GROUP INC | $11.07万 | 0.10% | 517 | -389 | -42.9% | -$8.33万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $11.21万 | 0.10% | 1,618 | 1,480 | 1,072.5% | $10.25万 | 加仓 |
| GMED | GLOBUS MED INC | $11.27万 | 0.10% | 1,426 | 1,179 | 477.3% | $9.32万 | 加仓 |
| OPLN | OPENLANE INC | $11.27万 | 0.10% | 2,733 | 2,728 | 54,560.0% | $11.25万 | 加仓 |
| LAD | LITHIA MTRS INC | $11.33万 | 0.10% | 390 | 390 | — | $11.33万 | 新建仓 |
| LAZ | LAZARD INC | $11.34万 | 0.10% | 2,704 | -759 | -21.9% | -$3.18万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $11.34万 | 0.10% | 1,350 | 1,350 | — | $11.34万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $11.37万 | 0.11% | 1,854 | -4,808 | -72.2% | -$29.48万 | 重新持有 |
| FIG | FIGMA INC | $11.40万 | 0.11% | 6,301 | 2,400 | 61.5% | $4.34万 | 加仓 |
| MZTI | MARZETTI COMPANY | $11.40万 | 0.11% | 999 | 617 | 161.5% | $7.04万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $11.44万 | 0.11% | 1,469 | -50 | -3.3% | -$3,893 | 减仓 |
| DHT | DHT HOLDINGS INC | $11.49万 | 0.11% | 6,950 | -464 | -6.3% | -$7,670 | 减仓 |
| T | AT&T INC | $11.56万 | 0.11% | 5,586 | 223 | 4.2% | $4,616 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $11.57万 | 0.11% | 737 | -4,724 | -86.5% | -$74.18万 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP | $11.64万 | 0.11% | 2,520 | 1,547 | 159.0% | $7.15万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $11.71万 | 0.11% | 9,927 | 9,927 | — | $11.71万 | 新建仓 |
| OKE | ONEOK INC NEW | $11.73万 | 0.11% | 1,349 | 946 | 234.7% | $8.22万 | 加仓 |
| RGLD | ROYAL GOLD INC | $11.74万 | 0.11% | 588 | 588 | — | $11.74万 | 新建仓 |
| IDXX | IDEXX LABS INC | $11.74万 | 0.11% | 223 | 36 | 19.3% | $1.90万 | 加仓 |
| XEL | XCEL ENERGY INC | $11.84万 | 0.11% | 1,474 | 822 | 126.1% | $6.60万 | 加仓 |
| WELL | WELLTOWER INC | $11.89万 | 0.11% | 524 | 524 | — | $11.89万 | 新建仓 |
| PLXS | PLEXUS CORP | $11.91万 | 0.11% | 396 | 396 | — | $11.91万 | 新建仓 |
| AZTA | AZENTA INC | $11.96万 | 0.11% | 4,688 | 4,688 | — | $11.96万 | 新建仓 |
| — | NUVALENT INC | $11.98万 | 0.11% | 970 | 970 | — | $11.98万 | 新建仓 |
| LLY | ELI LILLY & CO | $11.99万 | 0.11% | 100 | 13 | 14.9% | $1.56万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $12.09万 | 0.11% | 2,485 | 1,383 | 125.5% | $6.73万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $12.14万 | 0.11% | 2,297 | 1,229 | 115.1% | $6.50万 | 加仓 |
| TENB | TENABLE HLDGS INC | $12.15万 | 0.11% | 3,294 | -1,348 | -29.0% | -$4.97万 | 减仓 |
| CRI | CARTERS INC | $12.16万 | 0.11% | 2,955 | 2,031 | 219.8% | $8.36万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $12.18万 | 0.11% | 3,801 | 3,801 | — | $12.18万 | 新建仓 |
| TXT | TEXTRON INC | $12.24万 | 0.11% | 1,334 | 470 | 54.4% | $4.31万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $12.25万 | 0.11% | 2,854 | 2,439 | 587.7% | $10.47万 | 加仓 |
| PPL | PPL CORP | $12.25万 | 0.11% | 3,370 | 1,581 | 88.4% | $5.75万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $12.26万 | 0.11% | 8,368 | -1,513 | -15.3% | -$2.22万 | 减仓 |
| DT | DYNATRACE INC | $12.39万 | 0.11% | 2,822 | 1,308 | 86.4% | $5.74万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $12.42万 | 0.11% | 2,625 | 2,625 | — | $12.42万 | 新建仓 |
| ENTG | ENTEGRIS INC | $12.43万 | 0.11% | 691 | 427 | 161.7% | $7.68万 | 加仓 |
| DE | DEERE & CO | $12.43万 | 0.11% | 196 | 142 | 263.0% | $9.01万 | 加仓 |