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 |
|---|---|---|---|---|---|---|---|---|
| TSN | TYSON FOODS INC | $15.75万 | 0.18% | 2,459 | 823 | 50.3% | $5.27万 | 加仓 |
| MGNI | MAGNITE INC | $15.71万 | 0.18% | 13,225 | 6,810 | 106.2% | $8.09万 | 加仓 |
| THG | HANOVER INS GROUP INC | $15.71万 | 0.18% | 906 | -1,528 | -62.8% | -$26.49万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $15.70万 | 0.18% | 1,337 | 1,262 | 1,682.7% | $14.82万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $15.56万 | 0.17% | 553 | 553 | — | $15.56万 | 新建仓 |
| CCI | CROWN CASTLE INC | $15.55万 | 0.17% | 1,913 | -551 | -22.4% | -$4.48万 | 减仓 |
| T | AT&T INC | $15.55万 | 0.17% | 5,363 | -1,413 | -20.9% | -$4.10万 | 减仓 |
| QURE | UNIQURE NV | $15.53万 | 0.17% | 9,499 | 9,499 | — | $15.53万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $15.52万 | 0.17% | 2,314 | 1,004 | 76.6% | $6.73万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $15.50万 | 0.17% | 7,121 | -2,553 | -26.4% | -$5.56万 | 重新持有 |
| OLN | OLIN CORP | $15.43万 | 0.17% | 5,191 | -25,604 | -83.1% | -$76.12万 | 重新持有 |
| SKM | SK TELECOM CO LTD | $15.42万 | 0.17% | 5,264 | 5,264 | — | $15.42万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $15.06万 | 0.17% | 22,721 | 22,721 | — | $15.06万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $15.06万 | 0.17% | 2,931 | 493 | 20.2% | $2.53万 | 加仓 |
| BTU | PEABODY ENGR CORP | $14.95万 | 0.17% | 4,537 | -8,076 | -64.0% | -$26.61万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $14.94万 | 0.17% | 1,833 | 818 | 80.6% | $6.67万 | 加仓 |
| AZO | AUTOZONE INC | $14.86万 | 0.17% | 44 | -58 | -56.9% | -$19.59万 | 减仓 |
| OGN | ORGANON & CO | $14.82万 | 0.17% | 24,749 | -20,278 | -45.0% | -$12.15万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $14.81万 | 0.17% | 3,959 | 3,959 | — | $14.81万 | 新建仓 |
| LEN | LENNAR CORP | $14.75万 | 0.17% | 1,699 | -2,029 | -54.4% | -$17.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $14.75万 | 0.17% | 1,842 | -1,148 | -38.4% | -$9.19万 | 减仓 |
| LAZ | LAZARD INC | $14.71万 | 0.16% | 3,463 | -2,615 | -43.0% | -$11.11万 | 减仓 |
| KBR | KBR INC | $14.69万 | 0.16% | 3,984 | -1,681 | -29.7% | -$6.20万 | 减仓 |
| BCO | BRINKS CO | $14.62万 | 0.16% | 1,411 | -1,250 | -47.0% | -$12.95万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $14.58万 | 0.16% | 2,355 | -2,293 | -49.3% | -$14.20万 | 减仓 |
| MET | METLIFE INC | $14.57万 | 0.16% | 2,060 | -625 | -23.3% | -$4.42万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $14.48万 | 0.16% | 9,635 | 9,635 | — | $14.48万 | 新建仓 |
| ABBV | ABBVIE INC | $14.46万 | 0.16% | 665 | 665 | — | $14.46万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $14.46万 | 0.16% | 403 | -250 | -38.3% | -$8.97万 | 减仓 |
| NEOG | NEOGEN CORP | $14.46万 | 0.16% | 15,563 | 15,563 | — | $14.46万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $14.43万 | 0.16% | 10,826 | 10,826 | — | $14.43万 | 新建仓 |
| CARG | CARGURUS INC | $14.41万 | 0.16% | 4,233 | 4,233 | — | $14.41万 | 新建仓 |
| PWR | QUANTA SVCS INC | $14.38万 | 0.16% | 262 | -21 | -7.4% | -$1.15万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $14.37万 | 0.16% | 447 | -121 | -21.3% | -$3.89万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $14.34万 | 0.16% | 3,131 | 3,067 | 4,792.2% | $14.05万 | 加仓 |
| HSY | HERSHEY CO | $14.30万 | 0.16% | 688 | -1,030 | -60.0% | -$21.41万 | 减仓 |
| TPG | TPG INC | $14.28万 | 0.16% | 3,525 | 3,525 | — | $14.28万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $14.23万 | 0.16% | 6,083 | 2,447 | 67.3% | $5.72万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $14.21万 | 0.16% | 1,914 | -320 | -14.3% | -$2.38万 | 减仓 |
| TOST | TOAST INC | $14.20万 | 0.16% | 5,355 | -8,155 | -60.4% | -$21.62万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $13.93万 | 0.16% | 7,265 | -20,144 | -73.5% | -$38.62万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $13.83万 | 0.15% | 6,381 | 6,381 | — | $13.83万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $13.77万 | 0.15% | 2,356 | 2,356 | — | $13.77万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $13.77万 | 0.15% | 1,478 | 762 | 106.4% | $7.10万 | 加仓 |
| NXT | NEXTPOWER INC | $13.77万 | 0.15% | 1,142 | 1,142 | — | $13.77万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $13.75万 | 0.15% | 487 | -1,399 | -74.2% | -$39.50万 | 重新持有 |
| TDC | TERADATA CORP DEL | $13.74万 | 0.15% | 5,361 | -3,147 | -37.0% | -$8.07万 | 减仓 |
| WK | WORKIVA INC | $13.73万 | 0.15% | 2,303 | -546 | -19.2% | -$3.26万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $13.73万 | 0.15% | 627 | -140 | -18.3% | -$3.07万 | 减仓 |
| NE | NOBLE CORP PLC | $13.72万 | 0.15% | 2,796 | -5,225 | -65.1% | -$25.64万 | 减仓 |
| WMT | WALMART INC | $13.70万 | 0.15% | 1,102 | -1,979 | -64.2% | -$24.60万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $13.67万 | 0.15% | 5,624 | -454 | -7.5% | -$1.10万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $13.67万 | 0.15% | 1,010 | 656 | 185.3% | $8.88万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $13.66万 | 0.15% | 399 | -111 | -21.8% | -$3.80万 | 减仓 |
| AON | AON PLC | $13.65万 | 0.15% | 423 | 413 | 4,130.0% | $13.33万 | 加仓 |
| TRGP | TARGA RES CORP | $13.61万 | 0.15% | 543 | 543 | — | $13.61万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $13.55万 | 0.15% | 7,414 | -22,796 | -75.5% | -$41.65万 | 减仓 |
| ENVA | ENOVA INTL INC | $13.54万 | 0.15% | 997 | 997 | — | $13.54万 | 新建仓 |
| EXEL | EXELIXIS INC | $13.52万 | 0.15% | 3,153 | -904 | -22.3% | -$3.88万 | 减仓 |
| GOOGL | ALPHABET INC | $13.43万 | 0.15% | 467 | -487 | -51.0% | -$14.00万 | 减仓 |
| MTDR | MATADOR RES CO | $13.41万 | 0.15% | 2,123 | -3,017 | -58.7% | -$19.06万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $13.30万 | 0.15% | 1,730 | 1,730 | — | $13.30万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $13.26万 | 0.15% | 4,212 | -4,515 | -51.7% | -$14.22万 | 减仓 |
| SJM | SMUCKER J M CO | $13.23万 | 0.15% | 1,372 | -1,109 | -44.7% | -$10.70万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $13.21万 | 0.15% | 1,972 | -1,214 | -38.1% | -$8.14万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $13.21万 | 0.15% | 3,189 | -2,811 | -46.9% | -$11.64万 | 减仓 |
| CVNA | CARVANA CO | $13.20万 | 0.15% | 420 | 281 | 202.2% | $8.83万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $13.20万 | 0.15% | 1,712 | 1,712 | — | $13.20万 | 新建仓 |
| AVPT | AVEPOINT INC | $13.18万 | 0.15% | 13,862 | 13,862 | — | $13.18万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $13.17万 | 0.15% | 639 | -346 | -35.1% | -$7.13万 | 减仓 |
| APH | AMPHENOL CORP | $13.09万 | 0.15% | 1,036 | -962 | -48.1% | -$12.15万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $13.07万 | 0.15% | 13,041 | -4,146 | -24.1% | -$4.15万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $13.04万 | 0.15% | 2,893 | -3,946 | -57.7% | -$17.78万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $13.01万 | 0.15% | 4,235 | 4,235 | — | $13.01万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $12.97万 | 0.15% | 8,601 | 8,407 | 4,333.5% | $12.68万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $12.94万 | 0.14% | 1,284 | -2,196 | -63.1% | -$22.12万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $12.92万 | 0.14% | 981 | -982 | -50.0% | -$12.94万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $12.91万 | 0.14% | 247 | 36 | 17.1% | $1.88万 | 加仓 |
| VSEC | VSE CORP | $12.89万 | 0.14% | 699 | 699 | — | $12.89万 | 新建仓 |
| — | THOMSON REUTERS CORP | $12.89万 | 0.14% | 1,432 | 605 | 73.2% | $5.44万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $12.86万 | 0.14% | 1,544 | 1,544 | — | $12.86万 | 新建仓 |
| RDNT | RADNET INC | $12.74万 | 0.14% | 2,280 | 2,280 | — | $12.74万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $12.70万 | 0.14% | 765 | -577 | -43.0% | -$9.58万 | 减仓 |
| MGA | MAGNA INTL INC | $12.65万 | 0.14% | 2,266 | -1,009 | -30.8% | -$5.63万 | 减仓 |
| VICR | VICOR CORP | $12.57万 | 0.14% | 781 | 781 | — | $12.57万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $12.57万 | 0.14% | 1,788 | -381 | -17.6% | -$2.68万 | 重新持有 |
| IBP | INSTALLED BLDG PRODS INC | $12.54万 | 0.14% | 473 | -922 | -66.1% | -$24.45万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $12.54万 | 0.14% | 12,613 | -3,639 | -22.4% | -$3.62万 | 减仓 |
| NVR | NVR INC | $12.52万 | 0.14% | 19 | -2 | -9.5% | -$1.32万 | 减仓 |
| GNTX | GENTEX CORP | $12.44万 | 0.14% | 5,692 | 5,692 | — | $12.44万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $12.35万 | 0.14% | 500 | -1,955 | -79.6% | -$48.30万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $12.25万 | 0.14% | 11,629 | 7,691 | 195.3% | $8.10万 | 加仓 |
| WWD | WOODWARD INC | $12.21万 | 0.14% | 341 | 341 | — | $12.21万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $12.20万 | 0.14% | 1,926 | -478 | -19.9% | -$3.03万 | 减仓 |
| NCNO | NCINO INC | $12.20万 | 0.14% | 8,142 | 1,411 | 21.0% | $2.11万 | 加仓 |
| SR | SPIRE INC | $12.14万 | 0.14% | 1,341 | -2,531 | -65.4% | -$22.92万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $12.13万 | 0.14% | 9,881 | -8,237 | -45.5% | -$10.12万 | 减仓 |
| NPO | ENPRO INC | $12.11万 | 0.14% | 483 | 483 | — | $12.11万 | 新建仓 |
| MYRG | MYR GROUP INC | $12.00万 | 0.13% | 425 | 425 | — | $12.00万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $11.98万 | 0.13% | 1,018 | 1,018 | — | $11.98万 | 新建仓 |