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 |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | $18.26万 | 0.17% | 1,976 | 308 | 18.5% | $2.85万 | 重新持有 |
| CYTK | CYTOKINETICS INC | $18.26万 | 0.17% | 2,143 | 1,050 | 96.1% | $8.94万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $18.19万 | 0.17% | 2,179 | -4,731 | -68.5% | -$39.49万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $18.17万 | 0.17% | 519 | 32 | 6.6% | $1.12万 | 加仓 |
| FIVN | FIVE9 INC | $18.09万 | 0.17% | 8,484 | 3,517 | 70.8% | $7.50万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $17.91万 | 0.17% | 3,921 | 1,028 | 35.5% | $4.69万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $17.90万 | 0.17% | 9,962 | 2,841 | 39.9% | $5.11万 | 加仓 |
| VRNS | VARONIS SYS INC | $17.90万 | 0.17% | 4,266 | 4,266 | — | $17.90万 | 新建仓 |
| URI | UNITED RENTALS INC | $17.90万 | 0.17% | 158 | -168 | -51.5% | -$19.03万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $17.89万 | 0.17% | 8,376 | -1,259 | -13.1% | -$2.69万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $17.87万 | 0.17% | 2,134 | 1,174 | 122.3% | $9.83万 | 加仓 |
| XPO | XPO INC | $17.82万 | 0.16% | 868 | -509 | -37.0% | -$10.45万 | 减仓 |
| COKE | COCA COLA CONS INC | $17.70万 | 0.16% | 927 | 927 | — | $17.70万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $17.68万 | 0.16% | 5,462 | 5,462 | — | $17.68万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $17.66万 | 0.16% | 1,734 | 1,734 | — | $17.66万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $17.62万 | 0.16% | 1,239 | 989 | 395.6% | $14.06万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $17.47万 | 0.16% | 3,596 | 2,232 | 163.6% | $10.84万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $17.45万 | 0.16% | 8,867 | 8,867 | — | $17.45万 | 新建仓 |
| MAC | MACERICH CO | $17.40万 | 0.16% | 6,907 | 4,074 | 143.8% | $10.26万 | 加仓 |
| WMT | WALMART INC | $17.36万 | 0.16% | 1,533 | 431 | 39.1% | $4.88万 | 加仓 |
| SNEX | STONEX GROUP INC | $17.32万 | 0.16% | 1,462 | 492 | 50.7% | $5.83万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $17.32万 | 0.16% | 1,166 | -1,420 | -54.9% | -$21.09万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $17.13万 | 0.16% | 1,351 | -734 | -35.2% | -$9.30万 | 减仓 |
| ALG | ALAMO GROUP INC | $17.06万 | 0.16% | 1,037 | 1,037 | — | $17.06万 | 新建仓 |
| MRK | MERCK & CO INC | $16.95万 | 0.16% | 1,319 | 1,319 | — | $16.95万 | 新建仓 |
| SANM | SANMINA CORP | $16.86万 | 0.16% | 666 | 666 | — | $16.86万 | 新建仓 |
| TRN | TRINITY INDS INC | $16.83万 | 0.16% | 4,867 | 4,867 | — | $16.83万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $16.77万 | 0.16% | 25,682 | 25,682 | — | $16.77万 | 新建仓 |
| CIEN | CIENA CORP | $16.63万 | 0.15% | 339 | 339 | — | $16.63万 | 新建仓 |
| XYZ | BLOCK INC | $16.61万 | 0.15% | 2,185 | 1,526 | 231.6% | $11.60万 | 加仓 |
| CGNX | COGNEX CORP | $16.58万 | 0.15% | 2,290 | 656 | 40.1% | $4.75万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $16.58万 | 0.15% | 3,282 | 1,399 | 74.3% | $7.07万 | 加仓 |
| — | QORVO INC | $16.48万 | 0.15% | 1,767 | -1,772 | -50.1% | -$16.53万 | 减仓 |
| VG | VENTURE GLOBAL INC | $16.46万 | 0.15% | 14,793 | 12,763 | 628.7% | $14.21万 | 加仓 |
| TER | TERADYNE INC | $16.45万 | 0.15% | 340 | 18 | 5.6% | $8,709 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $16.40万 | 0.15% | 16,912 | 16,912 | — | $16.40万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $16.38万 | 0.15% | 585 | 585 | — | $16.38万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $16.27万 | 0.15% | 2,060 | 2,060 | — | $16.27万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $16.25万 | 0.15% | 1,099 | -861 | -43.9% | -$12.73万 | 重新持有 |
| NUE | NUCOR CORP | $16.22万 | 0.15% | 728 | 670 | 1,155.2% | $14.92万 | 加仓 |
| TDC | TERADATA CORP DEL | $16.09万 | 0.15% | 4,643 | -718 | -13.4% | -$2.49万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $16.06万 | 0.15% | 11,873 | 11,873 | — | $16.06万 | 新建仓 |
| DOCU | DOCUSIGN INC | $15.96万 | 0.15% | 3,592 | 2,352 | 189.7% | $10.45万 | 加仓 |
| BHVN | BIOHAVEN LTD | $15.95万 | 0.15% | 10,719 | 10,719 | — | $15.95万 | 新建仓 |
| GRMN | GARMIN LTD | $15.92万 | 0.15% | 670 | 191 | 39.9% | $4.54万 | 加仓 |
| HUN | HUNTSMAN CORP | $15.87万 | 0.15% | 14,946 | 14,157 | 1,794.3% | $15.03万 | 加仓 |
| MIDD | MIDDLEBY CORP | $15.81万 | 0.15% | 919 | 854 | 1,313.8% | $14.69万 | 加仓 |
| PKG | PACKAGING CORP AMER | $15.80万 | 0.15% | 663 | 663 | — | $15.80万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $15.78万 | 0.15% | 2,260 | -278 | -11.0% | -$1.94万 | 减仓 |
| MCK | MCKESSON CORP | $15.72万 | 0.15% | 208 | -173 | -45.4% | -$13.07万 | 减仓 |
| AGCO | AGCO CORP | $15.68万 | 0.14% | 1,310 | 607 | 86.3% | $7.27万 | 加仓 |
| MUR | MURPHY OIL CORP | $15.68万 | 0.14% | 4,815 | 4,815 | — | $15.68万 | 新建仓 |
| HRI | HERC HLDGS INC | $15.67万 | 0.14% | 1,093 | 1,079 | 7,707.1% | $15.47万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $15.60万 | 0.14% | 2,142 | 1,825 | 575.7% | $13.29万 | 重新持有 |
| SE | SEA LTD | $15.59万 | 0.14% | 1,627 | -835 | -33.9% | -$8.00万 | 减仓 |
| RBC | RBC BEARINGS INC | $15.59万 | 0.14% | 242 | 185 | 324.6% | $11.92万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $15.50万 | 0.14% | 5,178 | 5,178 | — | $15.50万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $15.47万 | 0.14% | 714 | 220 | 44.5% | $4.77万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $15.38万 | 0.14% | 2,152 | 2,152 | — | $15.38万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $15.36万 | 0.14% | 2,921 | 2,921 | — | $15.36万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $15.26万 | 0.14% | 6,597 | -11,044 | -62.6% | -$25.54万 | 减仓 |
| CLMT | CALUMET INC | $15.23万 | 0.14% | 4,229 | 4,229 | — | $15.23万 | 新建仓 |
| LII | LENNOX INTL INC | $15.13万 | 0.14% | 264 | 264 | — | $15.13万 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $15.06万 | 0.14% | 7,274 | 104 | 1.5% | $2,153 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $15.00万 | 0.14% | 4,970 | 2,407 | 93.9% | $7.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $14.98万 | 0.14% | 1,466 | 1,017 | 226.5% | $10.39万 | 加仓 |
| ANDE | ANDERSONS INC | $14.97万 | 0.14% | 2,189 | 2,189 | — | $14.97万 | 新建仓 |
| NTRA | NATERA INC | $14.96万 | 0.14% | 551 | -380 | -40.8% | -$10.32万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $14.93万 | 0.14% | 3,526 | 3,526 | — | $14.93万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $14.90万 | 0.14% | 3,580 | -379 | -9.6% | -$1.58万 | 减仓 |
| WK | WORKIVA INC | $14.89万 | 0.14% | 3,070 | 767 | 33.3% | $3.72万 | 加仓 |
| — | AVANOS MED INC | $14.84万 | 0.14% | 5,966 | 5,966 | — | $14.84万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $14.79万 | 0.14% | 1,931 | 1,931 | — | $14.79万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $14.75万 | 0.14% | 682 | 464 | 212.8% | $10.04万 | 加仓 |
| ASH | ASHLAND INC | $14.75万 | 0.14% | 2,239 | -867 | -27.9% | -$5.71万 | 重新持有 |
| P | EVERPURE INC | $14.74万 | 0.14% | 1,871 | 1,871 | — | $14.74万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $14.68万 | 0.14% | 382 | 359 | 1,560.9% | $13.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $14.67万 | 0.14% | 414 | 414 | — | $14.67万 | 新建仓 |
| BAX | BAXTER INTL INC | $14.63万 | 0.14% | 6,861 | 5,701 | 491.5% | $12.15万 | 加仓 |
| POST | POST HLDGS INC | $14.57万 | 0.13% | 1,651 | 1,416 | 602.6% | $12.50万 | 加仓 |
| ALB | ALBEMARLE CORP | $14.53万 | 0.13% | 1,076 | 1,044 | 3,262.5% | $14.10万 | 加仓 |
| ETOR | ETORO GROUP LTD | $14.47万 | 0.13% | 3,665 | -6,061 | -62.3% | -$23.92万 | 减仓 |
| MRNA | MODERNA INC | $14.45万 | 0.13% | 2,064 | -1,842 | -47.2% | -$12.90万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $14.45万 | 0.13% | 3,240 | 833 | 34.6% | $3.72万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $14.45万 | 0.13% | 427 | 427 | — | $14.45万 | 新建仓 |
| ALLY | ALLY FINL INC | $14.43万 | 0.13% | 3,141 | 1,610 | 105.2% | $7.40万 | 加仓 |
| KIM | KIMCO REALTY CORP | $14.42万 | 0.13% | 5,688 | -5,903 | -50.9% | -$14.96万 | 减仓 |
| BIIB | BIOGEN INC | $14.41万 | 0.13% | 667 | -220 | -24.8% | -$4.75万 | 重新持有 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $14.40万 | 0.13% | 3,016 | 1,047 | 53.2% | $5.00万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $14.36万 | 0.13% | 417 | 417 | — | $14.36万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $14.33万 | 0.13% | 1,846 | 1,846 | — | $14.33万 | 新建仓 |
| OLN | OLIN CORP | $14.31万 | 0.13% | 7,222 | 2,031 | 39.1% | $4.03万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $14.25万 | 0.13% | 1,329 | 1,329 | — | $14.25万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $14.24万 | 0.13% | 4,248 | 3,328 | 361.7% | $11.16万 | 加仓 |
| NOV | NOV INC | $14.17万 | 0.13% | 7,639 | -4,099 | -34.9% | -$7.60万 | 减仓 |
| TXN | TEXAS INSTRS INC | $14.10万 | 0.13% | 473 | 173 | 57.7% | $5.16万 | 加仓 |
| MDU | MDU RES GROUP INC | $14.01万 | 0.13% | 6,606 | 6,606 | — | $14.01万 | 新建仓 |
| RL | RALPH LAUREN CORP | $14.01万 | 0.13% | 349 | 349 | — | $14.01万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $13.94万 | 0.13% | 1,260 | 345 | 37.7% | $3.82万 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $13.92万 | 0.13% | 1,278 | 1,278 | — | $13.92万 | 新建仓 |