13F 机构持仓

Bayforest Capital Ltd

LONDON X0 · SEC CIK 0002048423

2026Q22026Q1 更早 9 个季度 🔒
$8,930.53万2026Q1 申报市值
879持仓数
5.0%前十大占比 · 第一大 0.6%
270 / 154新建仓 / 清仓
申报市值走势$1.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DKNG 0.6%
APOGEE THERAPE 0.6%
SNDK 0.6%
PIPR 0.5%
RUSHA 0.5%
NTRS 0.5%
SONY 0.5%
ROKU 0.4%
FSLY 0.4%
HII 0.4%

2026Q1 买入最多 按季末市值估算

APOGEE THERAPEUT 新建仓+$51.03万
SNDK 新建仓+$51.02万
PIPR 新建仓+$44.37万
RUSHA 新建仓+$44.22万
FSLY 加仓+$38.84万

2026Q1 卖出最多 按季末市值估算

ALB 重新持有-$104.61万
TS 重新持有-$97.66万
MRNA 减仓-$91.76万
SWX 清仓-$88.85万
AM 重新持有-$86.30万

2026Q1 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
KO COCA COLA CO $00.00%0 -1,288-100.0% -$9.00万 清仓
WMB WILLIAMS COS INC $00.00%0 —— — 申报中断
WIX WIX COM LTD $00.00%0 —— — 申报中断
USB US BANCORP DEL $00.00%0 —— — 申报中断
PAG PENSKE AUTOMOTIVE GRP INC $00.00%0 -545-100.0% -$8.63万 清仓
SNOW SNOWFLAKE INC $00.00%0 -385-100.0% -$8.45万 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -808-100.0% -$8.01万 清仓
— JAMF HLDG CORP $00.00%0 -6,154-100.0% -$8.01万 清仓
SAP SAP SE $00.00%0 -319-100.0% -$7.75万 清仓
WSC WILLSCOT HLDGS CORP $00.00%0 —— — 申报中断
GATX GATX CORP $00.00%0 -455-100.0% -$7.72万 清仓
COP CONOCOPHILLIPS $00.00%0 —— — 申报中断
QLYS QUALYS INC $00.00%0 —— — 申报中断
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -834-100.0% -$7.50万 清仓
LGND LIGAND PHARMACEUTICALS INC $00.00%0 -385-100.0% -$7.28万 清仓
EPAM EPAM SYS INC $00.00%0 -347-100.0% -$7.11万 清仓
FNV FRANCO NEV CORP $00.00%0 -340-100.0% -$7.05万 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 —— — 申报中断
— WARNER BROS DISCOVERY INC $00.00%0 —— — 申报中断
CRSP CRISPR THERAPEUTICS AG $00.00%0 -1,296-100.0% -$6.80万 清仓
ARMK ARAMARK $00.00%0 -1,839-100.0% -$6.78万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -631-100.0% -$6.65万 清仓
PCAR PACCAR INC $00.00%0 —— — 申报中断
LPX LOUISIANA PAC CORP $00.00%0 -806-100.0% -$6.51万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 —— — 申报中断
PPL PPL CORP $00.00%0 —— — 申报中断
BSX BOSTON SCIENTIFIC CORP $00.00%0 -652-100.0% -$6.22万 清仓
— NATIONAL STORAGE AFFILIATES $00.00%0 —— — 申报中断
BKNG BOOKING HOLDINGS INC $00.00%0 —— — 申报中断
CVE CENOVUS ENERGY INC $00.00%0 -3,440-100.0% -$5.82万 清仓
GEN GEN DIGITAL INC $00.00%0 -2,130-100.0% -$5.79万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -102-100.0% -$5.78万 清仓
RNR RENAISSANCERE HLDGS LTD $00.00%0 —— — 申报中断
CHD CHURCH & DWIGHT CO INC $00.00%0 -680-100.0% -$5.70万 清仓
GIS GENERAL MLS INC $00.00%0 —— — 申报中断
— ACV AUCTIONS INC $00.00%0 -6,981-100.0% -$5.60万 清仓
EPRT ESSENTIAL PPTYS RLTY TR INC $00.00%0 -1,884-100.0% -$5.59万 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -375-100.0% -$5.34万 清仓
— TEGNA INC $00.00%0 -2,746-100.0% -$5.33万 清仓
ASO ACADEMY SPORTS & OUTDOORS IN $00.00%0 -1,019-100.0% -$5.09万 清仓
AER AERCAP HOLDINGS NV $00.00%0 -340-100.0% -$4.89万 清仓
DTE DTE ENERGY CO $00.00%0 -377-100.0% -$4.86万 清仓
MORN MORNINGSTAR INC $00.00%0 —— — 申报中断
GFI GOLD FIELDS LTD $00.00%0 -1,086-100.0% -$4.74万 清仓
CASY CASEYS GEN STORES INC $00.00%0 -85-100.0% -$4.70万 清仓
FCN FTI CONSULTING INC $00.00%0 -258-100.0% -$4.41万 清仓
CRM SALESFORCE INC $00.00%0 —— — 申报中断
WSO WATSCO INC $00.00%0 —— — 申报中断
CHH CHOICE HOTELS INTL INC $00.00%0 -444-100.0% -$4.23万 清仓
HAE HAEMONETICS CORP MASS $00.00%0 -495-100.0% -$3.97万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 —— — 申报中断
PBR PETROLEO BRASILEIRO SA PETRO $00.00%0 -3,259-100.0% -$3.86万 清仓
LNTH LANTHEUS HLDGS INC $00.00%0 -578-100.0% -$3.85万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -954-100.0% -$3.79万 清仓
GEO GEO GROUP INC NEW $00.00%0 —— — 申报中断
ILMN ILLUMINA INC $00.00%0 -276-100.0% -$3.62万 清仓
INCY INCYTE CORP $00.00%0 -362-100.0% -$3.58万 清仓
HMY HARMONY GOLD MINING CO LTD $00.00%0 -1,768-100.0% -$3.52万 清仓
DINO HF SINCLAIR CORP $00.00%0 -712-100.0% -$3.28万 清仓
MMM 3M CO $00.00%0 -202-100.0% -$3.23万 清仓
PTC PTC INC $00.00%0 -181-100.0% -$3.15万 清仓
PBF PBF ENERGY INC $00.00%0 -1,029-100.0% -$2.79万 清仓
MHK MOHAWK INDS INC $00.00%0 —— — 申报中断
FFIV F5 INC $00.00%0 -104-100.0% -$2.65万 清仓
BPOP POPULAR INC $00.00%0 —— — 申报中断
OMC OMNICOM GROUP INC $00.00%0 —— — 申报中断
UPST UPSTART HLDGS INC $00.00%0 -562-100.0% -$2.46万 清仓
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 -185-100.0% -$2.44万 清仓
LKQ LKQ CORP $00.00%0 —— — 申报中断
SU SUNCOR ENERGY INC NEW $00.00%0 -541-100.0% -$2.40万 清仓
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
KD KYNDRYL HLDGS INC $00.00%0 —— — 申报中断
DAN DANA INC $00.00%0 -784-100.0% -$1.86万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 —— — 申报中断
LAMR LAMAR ADVERTISING CO NEW $00.00%0 -126-100.0% -$1.59万 清仓
FHI FEDERATED HERMES INC $00.00%0 —— — 申报中断
RYTM RHYTHM PHARMACEUTICALS INC $00.00%0 —— — 申报中断
WHR WHIRLPOOL CORP $00.00%0 -182-100.0% -$1.31万 清仓
FE FIRSTENERGY CORP $00.00%0 -293-100.0% -$1.31万 清仓
NTES NETEASE INC $00.00%0 —— — 申报中断
ICUI ICU MED INC $00.00%0 -70-100.0% -$9,987 清仓
COLD AMERICOLD REALTY TRUST INC $00.00%0 —— — 申报中断
ADT ADT INC DEL $00.00%0 -1,017-100.0% -$8,207 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -264-100.0% -$7,849 清仓
BP BP PLC $00.00%0 -202-100.0% -$7,015 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -58-100.0% -$5,968 清仓
CFG CITIZENS FINL GROUP INC $00.00%0 —— — 申报中断
TRMB TRIMBLE INC $00.00%0 -75-100.0% -$5,876 清仓
WMG WARNER MUSIC GROUP CORP $00.00%0 -182-100.0% -$5,582 清仓
AN AUTONATION INC $00.00%0 —— — 申报中断
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -49-100.0% -$3,720 清仓
COO COOPER COS INC $00.00%0 -45-100.0% -$3,688 清仓
WAT WATERS CORP $00.00%0 -9-100.0% -$3,418 清仓
FHN FIRST HORIZON CORPORATION $00.00%0 -139-100.0% -$3,322 清仓
RBLX ROBLOX CORP $00.00%0 -40-100.0% -$3,241 清仓
JACK JACK IN THE BOX INC $00.00%0 -129-100.0% -$2,445 清仓
ALC ALCON AG $00.00%0 -28-100.0% -$2,207 清仓
RBA RB GLOBAL INC $00.00%0 -21-100.0% -$2,160 清仓
HRI HERC HLDGS INC $00.00%0 —— — 申报中断
JNJ JOHNSON & JOHNSON $00.00%0 -8-100.0% -$1,656 清仓