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 |
|---|---|---|---|---|---|---|---|---|
| BXSL | BLACKSTONE SECD LENDING FD | $830 | 0.00% | 35 | 35 | — | $830 | 新建仓 |
| ONON | ON HLDG AG | $708 | 0.00% | 20 | 20 | — | $708 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $676 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $663 | 0.00% | 5 | -777 | -99.4% | -$10.30万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $601 | 0.00% | 7 | 7 | — | $601 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $519 | 0.00% | 3 | -1,334 | -99.8% | -$23.08万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $518 | 0.00% | 6 | -2,410 | -99.8% | -$20.81万 | 重新持有 |
| QBTS | D-WAVE QUANTUM INC | $312 | 0.00% | 13 | 13 | — | $312 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $278 | 0.00% | 16 | -15,520 | -99.9% | -$26.97万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $268 | 0.00% | 2 | 2 | — | $268 | 新建仓 |
| ROST | ROSS STORES INC | $213 | 0.00% | 1 | -1,335 | -99.9% | -$28.44万 | 减仓 |
| ESAB | ESAB CORPORATION | $197 | 0.00% | 2 | 2 | — | $197 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $150 | 0.00% | 2 | -1,368 | -99.9% | -$10.26万 | 减仓 |
| BALL | BALL CORP | $125 | 0.00% | 2 | -4,157 | -100.0% | -$25.98万 | 减仓 |
| SHOP | SHOPIFY INC | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC | $83 | 0.00% | 2 | -672 | -99.7% | -$2.79万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $79 | 0.00% | 1 | -2,252 | -100.0% | -$17.79万 | 减仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -3,165 | -100.0% | -$44.17万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -20,350 | -100.0% | -$42.12万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -7,262 | -100.0% | -$37.53万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -7,703 | -100.0% | -$34.84万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -6,345 | -100.0% | -$33.48万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -8,681 | -100.0% | -$33.44万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -17,961 | -100.0% | -$30.52万 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -11,054 | -100.0% | -$29.89万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,046 | -100.0% | -$29.68万 | 清仓 |
| GME | GAMESTOP CORP | $0 | 0.00% | 0 | -12,737 | -100.0% | -$29.35万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -2,661 | -100.0% | -$29.25万 | 清仓 |
| ANAB | ANAPTYSBIO INC | $0 | 0.00% | 0 | -5,244 | -100.0% | -$29.08万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -16,969 | -100.0% | -$28.81万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -893 | -100.0% | -$28.73万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -4,872 | -100.0% | -$27.77万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,335 | -100.0% | -$27.70万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,524 | -100.0% | -$26.42万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -1,971 | -100.0% | -$25.24万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -1,439 | -100.0% | -$24.28万 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -9,868 | -100.0% | -$23.79万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -2,561 | -100.0% | -$23.26万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -12,273 | -100.0% | -$23.04万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -35,165 | -100.0% | -$22.44万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -3,363 | -100.0% | -$22.01万 | 清仓 |
| SONO | SONOS INC | $0 | 0.00% | 0 | -16,285 | -100.0% | -$21.82万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -449 | -100.0% | -$21.77万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -5,115 | -100.0% | -$21.77万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -585 | -100.0% | -$21.75万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -14,918 | -100.0% | -$21.50万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -3,104 | -100.0% | -$21.01万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -767 | -100.0% | -$20.89万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -5,743 | -100.0% | -$20.39万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -15,964 | -100.0% | -$20.37万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -298 | -100.0% | -$20.30万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$20.23万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -6,513 | -100.0% | -$20.09万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -8,779 | -100.0% | -$19.99万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -1,140 | -100.0% | -$19.79万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -1,550 | -100.0% | -$19.76万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -1,988 | -100.0% | -$19.41万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,477 | -100.0% | -$19.35万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -3,802 | -100.0% | -$19.26万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -4,888 | -100.0% | -$18.97万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -774 | -100.0% | -$18.89万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,419 | -100.0% | -$18.58万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -1,905 | -100.0% | -$18.53万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -8,245 | -100.0% | -$18.09万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,319 | -100.0% | -$18.08万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -988 | -100.0% | -$18.00万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -1,158 | -100.0% | -$17.80万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -7,735 | -100.0% | -$17.52万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -633 | -100.0% | -$17.52万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -4,315 | -100.0% | -$17.48万 | 清仓 |
| PAGP | PLAINS GP HLDGS L P | $0 | 0.00% | 0 | -7,193 | -100.0% | -$17.46万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -2,046 | -100.0% | -$16.91万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -816 | -100.0% | -$16.60万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -661 | -100.0% | -$16.56万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -544 | -100.0% | -$16.44万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -955 | -100.0% | -$16.43万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -2,610 | -100.0% | -$16.43万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -9,934 | -100.0% | -$16.21万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -468 | -100.0% | -$16.16万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -5,289 | -100.0% | -$16.11万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -3,233 | -100.0% | -$16.03万 | 清仓 |
| RSI | RUSH STREET INTERACTIVE INC | $0 | 0.00% | 0 | -7,320 | -100.0% | -$15.92万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -10,637 | -100.0% | -$15.91万 | 清仓 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -8,114 | -100.0% | -$15.87万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -13,225 | -100.0% | -$15.71万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -1,913 | -100.0% | -$15.55万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -9,499 | -100.0% | -$15.53万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -2,314 | -100.0% | -$15.52万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -2,931 | -100.0% | -$15.06万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -1,833 | -100.0% | -$14.94万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -1,699 | -100.0% | -$14.75万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -1,842 | -100.0% | -$14.75万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -2,355 | -100.0% | -$14.58万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -665 | -100.0% | -$14.46万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -15,563 | -100.0% | -$14.46万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -447 | -100.0% | -$14.37万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$14.34万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -688 | -100.0% | -$14.30万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -5,355 | -100.0% | -$14.20万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$13.77万 | 清仓 |