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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $25.84万 | 0.24% | 620 | 493 | 388.2% | $20.54万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $25.74万 | 0.24% | 42,408 | 35,798 | 541.6% | $21.73万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $25.73万 | 0.24% | 5,004 | 4,057 | 428.4% | $20.86万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.55万 | 0.24% | 5,663 | 5,663 | — | $25.55万 | 新建仓 |
| TKR | TIMKEN CO | $25.46万 | 0.24% | 1,752 | 1,236 | 239.5% | $17.96万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $25.44万 | 0.24% | 49,303 | 49,303 | — | $25.44万 | 新建仓 |
| — | ATKORE INC | $25.41万 | 0.23% | 3,341 | 1,569 | 88.5% | $11.93万 | 加仓 |
| MET | METLIFE INC | $25.28万 | 0.23% | 2,988 | 928 | 45.0% | $7.85万 | 加仓 |
| PACS | PACS GROUP INC | $25.27万 | 0.23% | 5,926 | 2,500 | 73.0% | $10.66万 | 加仓 |
| BWA | BORGWARNER INC | $25.21万 | 0.23% | 3,797 | 3,763 | 11,067.6% | $24.99万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $25.19万 | 0.23% | 27,442 | 12,173 | 79.7% | $11.17万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.16万 | 0.23% | 11,919 | 11,545 | 3,086.9% | $24.37万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $25.07万 | 0.23% | 3,698 | 3,698 | — | $25.07万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $25.07万 | 0.23% | 5,244 | 2,821 | 116.4% | $13.49万 | 加仓 |
| TPC | TUTOR PERINI CORP | $25.04万 | 0.23% | 3,018 | 92 | 3.1% | $7,633 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $24.95万 | 0.23% | 2,796 | 2,796 | — | $24.95万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $24.67万 | 0.23% | 4,272 | 1,516 | 55.0% | $8.75万 | 重新持有 |
| PII | POLARIS INC | $24.64万 | 0.23% | 3,600 | 3,164 | 725.7% | $21.65万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $24.58万 | 0.23% | 18,264 | 13,307 | 268.4% | $17.91万 | 加仓 |
| IOT | SAMSARA INC | $24.57万 | 0.23% | 7,575 | 4,267 | 129.0% | $13.84万 | 加仓 |
| BKE | BUCKLE INC | $24.56万 | 0.23% | 5,820 | 4,946 | 565.9% | $20.87万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $24.51万 | 0.23% | 44,247 | 44,247 | — | $24.51万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $24.48万 | 0.23% | 38,309 | 38,309 | — | $24.48万 | 新建仓 |
| LASR | NLIGHT INC | $24.42万 | 0.23% | 3,508 | 1,653 | 89.1% | $11.51万 | 加仓 |
| YOU | CLEAR SECURE INC | $24.39万 | 0.23% | 4,377 | 4,065 | 1,302.9% | $22.65万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $24.39万 | 0.23% | 953 | 735 | 337.2% | $18.81万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $24.36万 | 0.23% | 2,285 | -224 | -8.9% | -$2.39万 | 减仓 |
| KAI | KADANT INC | $24.16万 | 0.22% | 769 | 769 | — | $24.16万 | 新建仓 |
| PSMT | PRICESMART INC | $23.85万 | 0.22% | 1,221 | -624 | -33.8% | -$12.19万 | 减仓 |
| PINS | PINTEREST INC | $23.85万 | 0.22% | 11,341 | 9,076 | 400.7% | $19.09万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $23.66万 | 0.22% | 22,300 | 22,300 | — | $23.66万 | 新建仓 |
| KMPR | KEMPER CORP | $23.44万 | 0.22% | 8,694 | 2,408 | 38.3% | $6.49万 | 加仓 |
| MTDR | MATADOR RES CO | $23.41万 | 0.22% | 4,702 | 2,579 | 121.5% | $12.84万 | 加仓 |
| FSLR | FIRST SOLAR INC | $23.27万 | 0.22% | 986 | -837 | -45.9% | -$19.75万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $23.13万 | 0.21% | 1,295 | 1,139 | 730.1% | $20.34万 | 加仓 |
| CE | CELANESE CORP DEL | $23.08万 | 0.21% | 5,017 | 3,299 | 192.0% | $15.18万 | 加仓 |
| DUOL | DUOLINGO INC | $22.93万 | 0.21% | 1,994 | 293 | 17.2% | $3.37万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $22.78万 | 0.21% | 778 | 736 | 1,752.4% | $21.55万 | 加仓 |
| ETSY | ETSY INC | $22.76万 | 0.21% | 3,021 | -365 | -10.8% | -$2.75万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $22.60万 | 0.21% | 5,931 | 3,182 | 115.8% | $12.12万 | 加仓 |
| MO | ALTRIA GROUP INC | $22.45万 | 0.21% | 3,120 | 2,457 | 370.6% | $17.68万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $22.44万 | 0.21% | 3,218 | 1,715 | 114.1% | $11.96万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $22.25万 | 0.21% | 6,793 | -3,006 | -30.7% | -$9.85万 | 重新持有 |
| TXG | 10X GENOMICS INC | $22.19万 | 0.21% | 5,788 | 5,246 | 967.9% | $20.11万 | 加仓 |
| QDEL | QUIDELORTHO CORP | $22.04万 | 0.20% | 12,581 | -358 | -2.8% | -$6,270 | 减仓 |
| INTC | INTEL CORP | $21.99万 | 0.20% | 1,575 | -2,507 | -61.4% | -$35.01万 | 减仓 |
| CSX | CSX CORP | $21.82万 | 0.20% | 4,590 | 4,590 | — | $21.82万 | 新建仓 |
| BKH | BLACK HILLS CORP | $21.81万 | 0.20% | 2,932 | 2,008 | 217.3% | $14.94万 | 加仓 |
| FUL | FULLER H B CO | $21.73万 | 0.20% | 3,728 | 3,728 | — | $21.73万 | 新建仓 |
| M | MACYS INC | $21.70万 | 0.20% | 9,213 | 4,599 | 99.7% | $10.83万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $21.58万 | 0.20% | 4,135 | 1,152 | 38.6% | $6.01万 | 重新持有 |
| PCVX | VAXCYTE INC | $21.54万 | 0.20% | 3,706 | 3,359 | 968.0% | $19.53万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $21.49万 | 0.20% | 5,079 | 5,079 | — | $21.49万 | 新建仓 |
| AVT | AVNET INC | $21.49万 | 0.20% | 2,419 | -1,036 | -30.0% | -$9.20万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $21.46万 | 0.20% | 3,830 | 3,830 | — | $21.46万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $21.30万 | 0.20% | 6,815 | 6,815 | — | $21.30万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.30万 | 0.20% | 761 | -255 | -25.1% | -$7.14万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $21.19万 | 0.20% | 2,648 | 341 | 14.8% | $2.73万 | 重新持有 |
| ADTN | ADTRAN HOLDINGS INC | $21.10万 | 0.20% | 15,181 | 15,181 | — | $21.10万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $21.10万 | 0.20% | 489 | -838 | -63.1% | -$36.16万 | 减仓 |
| JOBY | JOBY AVIATION INC | $20.89万 | 0.19% | 23,420 | -13,792 | -37.1% | -$12.30万 | 减仓 |
| AIZ | ASSURANT INC | $20.78万 | 0.19% | 774 | 774 | — | $20.78万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $20.73万 | 0.19% | 8,778 | 5,720 | 187.1% | $13.51万 | 加仓 |
| HL | HECLA MINING COMPANY | $20.52万 | 0.19% | 13,296 | 9,953 | 297.7% | $15.36万 | 加仓 |
| WHD | CACTUS INC | $20.51万 | 0.19% | 4,003 | 4,003 | — | $20.51万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $20.50万 | 0.19% | 26,698 | -3,576 | -11.8% | -$2.75万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $20.46万 | 0.19% | 2,305 | 2,305 | — | $20.46万 | 新建仓 |
| SNDK | SANDISK CORP | $20.46万 | 0.19% | 90 | -713 | -88.8% | -$162.12万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $20.45万 | 0.19% | 2,676 | 2,496 | 1,386.7% | $19.08万 | 加仓 |
| CNM | CORE & MAIN INC | $20.44万 | 0.19% | 4,236 | 4,236 | — | $20.44万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $20.44万 | 0.19% | 6,921 | 838 | 13.8% | $2.47万 | 加仓 |
| R | RYDER SYS INC | $20.31万 | 0.19% | 770 | 400 | 108.1% | $10.55万 | 加仓 |
| NEM | NEWMONT CORP | $20.31万 | 0.19% | 2,174 | 2,174 | — | $20.31万 | 新建仓 |
| LINE | LINEAGE INC | $20.29万 | 0.19% | 4,691 | 4,691 | — | $20.29万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $20.14万 | 0.19% | 35,147 | 35,147 | — | $20.14万 | 新建仓 |
| AZZ | AZZ INC | $20.08万 | 0.19% | 1,295 | 854 | 193.7% | $13.24万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $20.03万 | 0.19% | 2,689 | 775 | 40.5% | $5.77万 | 加仓 |
| BIO | BIO RAD LABS INC | $20.02万 | 0.19% | 682 | 682 | — | $20.02万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $20.00万 | 0.18% | 14,038 | 2,409 | 20.7% | $3.43万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $19.91万 | 0.18% | 2,728 | 2,728 | — | $19.91万 | 新建仓 |
| KSPI | KASPI KZ JSC | $19.89万 | 0.18% | 2,296 | 2,296 | — | $19.89万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $19.60万 | 0.18% | 2,011 | 2,011 | — | $19.60万 | 新建仓 |
| CROX | CROCS INC | $19.50万 | 0.18% | 1,616 | -1,243 | -43.5% | -$15.00万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $19.41万 | 0.18% | 1,038 | -1,348 | -56.5% | -$25.21万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $19.29万 | 0.18% | 5,297 | -532 | -9.1% | -$1.94万 | 减仓 |
| MARA | MARA HOLDINGS INC | $19.21万 | 0.18% | 13,832 | 13,832 | — | $19.21万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.15万 | 0.18% | 12,181 | 11,540 | 1,800.3% | $18.14万 | 重新持有 |
| PPLI | PEOPLE INC | $19.05万 | 0.18% | 4,126 | 4,126 | — | $19.05万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $18.94万 | 0.18% | 6,715 | 3,879 | 136.8% | $10.94万 | 加仓 |
| WCC | WESCO INTL INC | $18.93万 | 0.17% | 548 | -666 | -54.9% | -$23.01万 | 重新持有 |
| XENE | XENON PHARMACEUTICALS INC | $18.89万 | 0.17% | 3,129 | 2,574 | 463.8% | $15.54万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $18.76万 | 0.17% | 8,019 | 8,019 | — | $18.76万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $18.67万 | 0.17% | 1,181 | 369 | 45.4% | $5.83万 | 加仓 |
| IDCC | INTERDIGITAL INC | $18.63万 | 0.17% | 658 | 112 | 20.5% | $3.17万 | 加仓 |
| KSS | KOHLS CORP | $18.57万 | 0.17% | 10,480 | -16,053 | -60.5% | -$28.45万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $18.56万 | 0.17% | 5,710 | -2,232 | -28.1% | -$7.25万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $18.52万 | 0.17% | 487 | 49 | 11.2% | $1.86万 | 加仓 |
| BE | BLOOM ENERGY CORP | $18.46万 | 0.17% | 610 | -734 | -54.6% | -$22.22万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $18.39万 | 0.17% | 7,279 | -16,808 | -69.8% | -$42.46万 | 减仓 |
| PCG | PG&E CORP | $18.30万 | 0.17% | 10,880 | 8,804 | 424.1% | $14.81万 | 加仓 |