Bayforest Capital Ltd
LONDON X0 · SEC CIK 0002048423
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AVT | AVNET INC | $21.29万 | 0.24% | 3,455 | -3,059 | -47.0% | -$18.85万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $21.28万 | 0.24% | 2,542 | -9,698 | -79.2% | -$81.20万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $21.26万 | 0.24% | 12,939 | 12,939 | — | $21.26万 | 新建仓 |
| SEZL | SEZZLE INC | $21.18万 | 0.24% | 3,346 | 3,346 | — | $21.18万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $21.04万 | 0.24% | 30,274 | 2,178 | 7.8% | $1.51万 | 加仓 |
| TPR | TAPESTRY INC | $21.01万 | 0.24% | 1,489 | 1,458 | 4,703.2% | $20.57万 | 加仓 |
| MCD | MCDONALDS CORP | $21.01万 | 0.24% | 676 | -322 | -32.3% | -$10.01万 | 减仓 |
| CGON | CG ONCOLOGY INC | $21.01万 | 0.24% | 3,104 | 3,104 | — | $21.01万 | 新建仓 |
| VMC | VULCAN MATLS CO | $20.89万 | 0.23% | 767 | -312 | -28.9% | -$8.50万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.88万 | 0.23% | 191 | 122 | 176.8% | $13.34万 | 加仓 |
| EMN | EASTMAN CHEM CO | $20.85万 | 0.23% | 2,732 | 2,662 | 3,802.9% | $20.32万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $20.73万 | 0.23% | 2,917 | 2,917 | — | $20.73万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $20.61万 | 0.23% | 10,756 | -6,592 | -38.0% | -$12.63万 | 减仓 |
| BBY | BEST BUY INC | $20.60万 | 0.23% | 3,209 | -7,342 | -69.6% | -$47.14万 | 减仓 |
| SE | SEA LTD | $20.39万 | 0.23% | 2,462 | 1,231 | 100.0% | $10.19万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $20.39万 | 0.23% | 5,743 | -16,233 | -73.9% | -$57.63万 | 重新持有 |
| DX | DYNEX CAP INC | $20.37万 | 0.23% | 15,964 | 15,964 | — | $20.37万 | 新建仓 |
| JBS | JBS N.V. | $20.32万 | 0.23% | 11,314 | 11,314 | — | $20.32万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $20.30万 | 0.23% | 4,393 | 2,763 | 169.5% | $12.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $20.30万 | 0.23% | 298 | -383 | -56.2% | -$26.09万 | 减仓 |
| PJT | PJT PARTNERS INC | $20.25万 | 0.23% | 1,449 | 1,449 | — | $20.25万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $20.23万 | 0.23% | 1,190 | 841 | 241.0% | $14.30万 | 加仓 |
| AAPL | APPLE INC | $20.23万 | 0.23% | 797 | 797 | — | $20.23万 | 新建仓 |
| YETI | YETI HLDGS INC | $20.10万 | 0.23% | 5,494 | 2,087 | 61.3% | $7.64万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $20.09万 | 0.22% | 6,513 | 1,108 | 20.5% | $3.42万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $19.99万 | 0.22% | 8,779 | 1,809 | 26.0% | $4.12万 | 加仓 |
| MRNA | MODERNA INC | $19.84万 | 0.22% | 3,906 | -18,063 | -82.2% | -$91.76万 | 减仓 |
| AES | AES CORP | $19.83万 | 0.22% | 14,077 | -344 | -2.4% | -$4,847 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $19.79万 | 0.22% | 1,140 | 1,140 | — | $19.79万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $19.76万 | 0.22% | 1,550 | 1,550 | — | $19.76万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $19.41万 | 0.22% | 1,988 | -404 | -16.9% | -$3.95万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $19.35万 | 0.22% | 11,477 | -25,405 | -68.9% | -$42.83万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $19.31万 | 0.22% | 11,216 | 9,727 | 653.3% | $16.75万 | 加仓 |
| SSD | SIMPSON MFG INC | $19.31万 | 0.22% | 1,125 | -705 | -38.5% | -$12.10万 | 减仓 |
| BROS | DUTCH BROS INC | $19.26万 | 0.22% | 3,802 | 1,728 | 83.3% | $8.75万 | 加仓 |
| KMPR | KEMPER CORP | $19.21万 | 0.22% | 6,286 | 920 | 17.1% | $2.81万 | 加仓 |
| DBX | DROPBOX INC | $19.17万 | 0.21% | 8,437 | -1,686 | -16.7% | -$3.83万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $19.06万 | 0.21% | 10,291 | -4,699 | -31.3% | -$8.70万 | 减仓 |
| IT | GARTNER INC | $19.00万 | 0.21% | 1,200 | 1,200 | — | $19.00万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $18.99万 | 0.21% | 2,084 | 2,049 | 5,854.3% | $18.67万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $18.97万 | 0.21% | 4,888 | 4,888 | — | $18.97万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $18.94万 | 0.21% | 8,767 | 799 | 10.0% | $1.73万 | 加仓 |
| HUBS | HUBSPOT INC | $18.89万 | 0.21% | 774 | -796 | -50.7% | -$19.43万 | 减仓 |
| CC | CHEMOURS CO | $18.62万 | 0.21% | 8,450 | -13,443 | -61.4% | -$29.62万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.58万 | 0.21% | 1,419 | 182 | 14.7% | $2.38万 | 加仓 |
| FICO | FAIR ISAAC CORP | $18.58万 | 0.21% | 174 | 132 | 314.3% | $14.09万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $18.53万 | 0.21% | 1,905 | -5,512 | -74.3% | -$53.60万 | 重新持有 |
| NKTR | NEKTAR THERAPEUTICS | $18.26万 | 0.20% | 2,538 | -3 | -0.1% | -$216 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $18.25万 | 0.20% | 5,463 | 1,670 | 44.0% | $5.58万 | 加仓 |
| BE | BLOOM ENERGY CORP | $18.21万 | 0.20% | 1,344 | -100 | -6.9% | -$1.35万 | 减仓 |
| U | UNITY SOFTWARE INC | $18.09万 | 0.20% | 8,245 | 3,921 | 90.7% | $8.60万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $18.08万 | 0.20% | 1,319 | 912 | 224.1% | $12.50万 | 加仓 |
| INTC | INTEL CORP | $18.01万 | 0.20% | 4,082 | -9,338 | -69.6% | -$41.21万 | 减仓 |
| PSX | PHILLIPS 66 | $18.00万 | 0.20% | 988 | 988 | — | $18.00万 | 新建仓 |
| DVA | DAVITA INC | $17.80万 | 0.20% | 1,158 | 850 | 276.0% | $13.06万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $17.78万 | 0.20% | 8,276 | -21,239 | -72.0% | -$45.62万 | 减仓 |
| CNXC | CONCENTRIX CORP | $17.71万 | 0.20% | 6,474 | -3,897 | -37.6% | -$10.66万 | 重新持有 |
| AXTA | AXALTA COATING SYS LTD | $17.59万 | 0.20% | 6,350 | 6,350 | — | $17.59万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $17.53万 | 0.20% | 1,233 | -448 | -26.7% | -$6.37万 | 减仓 |
| HRL | HORMEL FOODS CORP | $17.52万 | 0.20% | 7,735 | -361 | -4.5% | -$8,177 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $17.52万 | 0.20% | 633 | 62 | 10.9% | $1.72万 | 加仓 |
| APG | API GROUP CORP | $17.48万 | 0.20% | 4,315 | 4,315 | — | $17.48万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $17.46万 | 0.20% | 7,193 | -6,193 | -46.3% | -$15.04万 | 减仓 |
| TTC | TORO CO | $17.42万 | 0.20% | 1,864 | 527 | 39.4% | $4.92万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $17.33万 | 0.19% | 829 | 829 | — | $17.33万 | 新建仓 |
| VSAT | VIASAT INC | $17.23万 | 0.19% | 3,763 | -8,851 | -70.2% | -$40.54万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $17.07万 | 0.19% | 1,282 | 1,282 | — | $17.07万 | 新建仓 |
| MPC | MARATHON PETE CORP | $17.02万 | 0.19% | 697 | -192 | -21.6% | -$4.69万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $16.99万 | 0.19% | 514 | 174 | 51.2% | $5.75万 | 加仓 |
| ETSY | ETSY INC | $16.92万 | 0.19% | 3,386 | -4,361 | -56.3% | -$21.80万 | 减仓 |
| GDDY | GODADDY INC | $16.91万 | 0.19% | 2,046 | 650 | 46.6% | $5.37万 | 加仓 |
| WAB | WABTEC | $16.77万 | 0.19% | 671 | 671 | — | $16.77万 | 新建仓 |
| DUOL | DUOLINGO INC | $16.77万 | 0.19% | 1,701 | -981 | -36.6% | -$9.67万 | 减仓 |
| HNGE | HINGE HEALTH INC | $16.76万 | 0.19% | 4,347 | 4,347 | — | $16.76万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $16.60万 | 0.19% | 816 | -388 | -32.2% | -$7.89万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $16.56万 | 0.19% | 661 | -2,384 | -78.3% | -$59.74万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $16.54万 | 0.19% | 15,269 | -63,623 | -80.6% | -$68.90万 | 重新持有 |
| IDCC | INTERDIGITAL INC | $16.49万 | 0.18% | 546 | -827 | -60.2% | -$24.98万 | 减仓 |
| V | VISA INC | $16.44万 | 0.18% | 544 | 539 | 10,780.0% | $16.29万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $16.43万 | 0.18% | 955 | 688 | 257.7% | $11.84万 | 加仓 |
| KFY | KORN FERRY | $16.43万 | 0.18% | 2,610 | 162 | 6.6% | $1.02万 | 加仓 |
| ATI | ATI INC | $16.39万 | 0.18% | 1,127 | -1,488 | -56.9% | -$21.64万 | 减仓 |
| PL | PLANET LABS PBC | $16.34万 | 0.18% | 5,847 | 5,847 | — | $16.34万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $16.33万 | 0.18% | 5,829 | 5,829 | — | $16.33万 | 新建仓 |
| CRK | COMSTOCK RES INC | $16.32万 | 0.18% | 7,743 | 4,051 | 109.7% | $8.54万 | 重新持有 |
| ENOV | ENOVIS CORPORATION | $16.31万 | 0.18% | 7,170 | -4,177 | -36.8% | -$9.50万 | 减仓 |
| FMC | FMC CORP | $16.28万 | 0.18% | 9,454 | 9,454 | — | $16.28万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $16.28万 | 0.18% | 963 | 485 | 101.5% | $8.20万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $16.21万 | 0.18% | 9,934 | 9,934 | — | $16.21万 | 新建仓 |
| OI | O-I GLASS INC | $16.20万 | 0.18% | 15,414 | 15,414 | — | $16.20万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $16.17万 | 0.18% | 2,253 | 1,464 | 185.6% | $10.51万 | 加仓 |
| SITM | SITIME CORP | $16.16万 | 0.18% | 468 | -784 | -62.6% | -$27.08万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $16.11万 | 0.18% | 5,289 | 767 | 17.0% | $2.34万 | 加仓 |
| OKLO | OKLO INC | $16.03万 | 0.18% | 3,233 | 3,233 | — | $16.03万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $15.98万 | 0.18% | 3,210 | -832 | -20.6% | -$4.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $15.94万 | 0.18% | 160 | -375 | -70.1% | -$37.37万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $15.92万 | 0.18% | 7,320 | -25,502 | -77.7% | -$55.47万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $15.91万 | 0.18% | 10,637 | 10,637 | — | $15.91万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $15.87万 | 0.18% | 8,114 | 4,871 | 150.2% | $9.53万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $15.86万 | 0.18% | 1,765 | 1,732 | 5,248.5% | $15.56万 | 加仓 |