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 |
|---|---|---|---|---|---|---|---|---|
| LFUS | LITTELFUSE INC | $13.89万 | 0.13% | 305 | -503 | -62.3% | -$22.90万 | 重新持有 |
| LRN | STRIDE INC | $13.88万 | 0.13% | 1,610 | 1,610 | — | $13.88万 | 新建仓 |
| BOX | BOX INC | $13.82万 | 0.13% | 5,207 | 1,398 | 36.7% | $3.71万 | 加仓 |
| PJT | PJT PARTNERS INC | $13.81万 | 0.13% | 915 | -534 | -36.9% | -$8.06万 | 减仓 |
| TSN | TYSON FOODS INC | $13.78万 | 0.13% | 2,407 | -52 | -2.1% | -$2,977 | 减仓 |
| FROG | JFROG LTD | $13.78万 | 0.13% | 1,516 | 1,472 | 3,345.5% | $13.38万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $13.71万 | 0.13% | 1,914 | 1,760 | 1,142.9% | $12.61万 | 加仓 |
| VIRT | VIRTU FINL INC | $13.68万 | 0.13% | 2,296 | 1,491 | 185.2% | $8.88万 | 加仓 |
| DCH | DAUCH CORP | $13.67万 | 0.13% | 25,224 | 25,224 | — | $13.67万 | 新建仓 |
| VELO | VELO3D INC | $13.65万 | 0.13% | 7,777 | 7,777 | — | $13.65万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $13.64万 | 0.13% | 4,655 | -5,686 | -55.0% | -$16.66万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $13.53万 | 0.13% | 6,937 | 726 | 11.7% | $1.42万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $13.53万 | 0.13% | 11,959 | 11,227 | 1,533.7% | $12.70万 | 重新持有 |
| SXT | SENSIENT TECHNOLOGIES CORP | $13.45万 | 0.12% | 1,091 | 1,091 | — | $13.45万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $13.45万 | 0.12% | 264 | 141 | 114.6% | $7.18万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $13.45万 | 0.12% | 1,768 | 801 | 82.8% | $6.09万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.43万 | 0.12% | 10,110 | 7,053 | 230.7% | $9.37万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $13.39万 | 0.12% | 2,636 | 343 | 15.0% | $1.74万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $13.35万 | 0.12% | 3,857 | 3,857 | — | $13.35万 | 新建仓 |
| DG | DOLLAR GEN CORP | $13.34万 | 0.12% | 1,159 | 289 | 33.2% | $3.33万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $13.31万 | 0.12% | 646 | 564 | 687.8% | $11.62万 | 加仓 |
| MELI | MERCADOLIBRE INC | $13.24万 | 0.12% | 78 | -50 | -39.1% | -$8.49万 | 减仓 |
| KEY | KEYCORP | $13.18万 | 0.12% | 5,719 | 4,869 | 572.8% | $11.22万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $13.14万 | 0.12% | 1,213 | -2,918 | -70.6% | -$31.62万 | 减仓 |
| LIVN | LIVANOVA PLC | $13.13万 | 0.12% | 1,597 | 1,597 | — | $13.13万 | 新建仓 |
| CVS | CVS HEALTH CORP | $13.12万 | 0.12% | 1,268 | -3,546 | -73.7% | -$36.68万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $13.11万 | 0.12% | 5,850 | 643 | 12.3% | $1.44万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $13.11万 | 0.12% | 2,093 | 2,093 | — | $13.11万 | 新建仓 |
| RLI | RLI CORP | $13.07万 | 0.12% | 2,212 | -2,038 | -48.0% | -$12.04万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $13.06万 | 0.12% | 2,480 | -1,556 | -38.6% | -$8.19万 | 减仓 |
| GIS | GENERAL MILLS INC | $13.02万 | 0.12% | 3,740 | 2,531 | 209.3% | $8.81万 | 重新持有 |
| KBH | KB HOME | $13.01万 | 0.12% | 2,079 | 2,079 | — | $13.01万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $12.98万 | 0.12% | 366 | 288 | 369.2% | $10.21万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $12.94万 | 0.12% | 5,780 | 5,780 | — | $12.94万 | 新建仓 |
| UI | UBIQUITI INC | $12.92万 | 0.12% | 242 | 104 | 75.4% | $5.55万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $12.89万 | 0.12% | 14,907 | 5,035 | 51.0% | $4.36万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $12.83万 | 0.12% | 7,832 | -3,384 | -30.2% | -$5.54万 | 减仓 |
| IVZ | INVESCO LTD | $12.83万 | 0.12% | 4,860 | 4,860 | — | $12.83万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $12.80万 | 0.12% | 619 | -1,472 | -70.4% | -$30.44万 | 减仓 |
| CC | CHEMOURS CO | $12.79万 | 0.12% | 6,231 | -2,219 | -26.3% | -$4.55万 | 减仓 |
| KR | KROGER CO | $12.78万 | 0.12% | 2,301 | 2,301 | — | $12.78万 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $12.75万 | 0.12% | 2,924 | 2,924 | — | $12.75万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $12.74万 | 0.12% | 1,628 | 1,628 | — | $12.74万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $12.70万 | 0.12% | 679 | 679 | — | $12.70万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $12.66万 | 0.12% | 471 | 142 | 43.2% | $3.82万 | 加仓 |
| RNG | RINGCENTRAL INC | $12.65万 | 0.12% | 3,246 | 3,246 | — | $12.65万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $12.63万 | 0.12% | 557 | 15 | 2.8% | $3,402 | 加仓 |
| TRIP | TRIPADVISOR INC | $12.61万 | 0.12% | 9,201 | 2,572 | 38.8% | $3.53万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $12.54万 | 0.12% | 5,291 | -5,465 | -50.8% | -$12.96万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $12.53万 | 0.12% | 7,403 | 1,033 | 16.2% | $1.75万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $12.48万 | 0.12% | 3,394 | 1,010 | 42.4% | $3.71万 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $12.43万 | 0.11% | 659 | 517 | 364.1% | $9.76万 | 加仓 |
| DE | DEERE & CO | $12.43万 | 0.11% | 196 | 142 | 263.0% | $9.01万 | 加仓 |
| ENTG | ENTEGRIS INC | $12.43万 | 0.11% | 691 | 427 | 161.7% | $7.68万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $12.42万 | 0.11% | 2,625 | 2,625 | — | $12.42万 | 新建仓 |
| DT | DYNATRACE INC | $12.39万 | 0.11% | 2,822 | 1,308 | 86.4% | $5.74万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $12.26万 | 0.11% | 8,368 | -1,513 | -15.3% | -$2.22万 | 减仓 |
| PPL | PPL CORP | $12.25万 | 0.11% | 3,370 | 1,581 | 88.4% | $5.75万 | 重新持有 |
| VERA | VERA THERAPEUTICS INC | $12.25万 | 0.11% | 2,854 | 2,439 | 587.7% | $10.47万 | 加仓 |
| TXT | TEXTRON INC | $12.24万 | 0.11% | 1,334 | 470 | 54.4% | $4.31万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $12.18万 | 0.11% | 3,801 | 3,801 | — | $12.18万 | 新建仓 |
| CRI | CARTERS INC | $12.16万 | 0.11% | 2,955 | 2,031 | 219.8% | $8.36万 | 加仓 |
| TENB | TENABLE HLDGS INC | $12.15万 | 0.11% | 3,294 | -1,348 | -29.0% | -$4.97万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $12.14万 | 0.11% | 2,297 | 1,229 | 115.1% | $6.50万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $12.09万 | 0.11% | 2,485 | 1,383 | 125.5% | $6.73万 | 加仓 |
| LLY | ELI LILLY & CO | $11.99万 | 0.11% | 100 | 13 | 14.9% | $1.56万 | 加仓 |
| — | NUVALENT INC | $11.98万 | 0.11% | 970 | 970 | — | $11.98万 | 新建仓 |
| AZTA | AZENTA INC | $11.96万 | 0.11% | 4,688 | 4,688 | — | $11.96万 | 新建仓 |
| PLXS | PLEXUS CORP | $11.91万 | 0.11% | 396 | 396 | — | $11.91万 | 新建仓 |
| WELL | WELLTOWER INC | $11.89万 | 0.11% | 524 | 524 | — | $11.89万 | 新建仓 |
| XEL | XCEL ENERGY INC | $11.84万 | 0.11% | 1,474 | 822 | 126.1% | $6.60万 | 加仓 |
| IDXX | IDEXX LABS INC | $11.74万 | 0.11% | 223 | 36 | 19.3% | $1.90万 | 加仓 |
| RGLD | ROYAL GOLD INC | $11.74万 | 0.11% | 588 | 588 | — | $11.74万 | 新建仓 |
| OKE | ONEOK INC NEW | $11.73万 | 0.11% | 1,349 | 946 | 234.7% | $8.22万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $11.71万 | 0.11% | 9,927 | 9,927 | — | $11.71万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $11.64万 | 0.11% | 2,520 | 1,547 | 159.0% | $7.15万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $11.57万 | 0.11% | 737 | -4,724 | -86.5% | -$74.18万 | 重新持有 |
| T | AT&T INC | $11.56万 | 0.11% | 5,586 | 223 | 4.2% | $4,616 | 加仓 |
| DHT | DHT HOLDINGS INC | $11.49万 | 0.11% | 6,950 | -464 | -6.3% | -$7,670 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $11.44万 | 0.11% | 1,469 | -50 | -3.3% | -$3,893 | 减仓 |
| MZTI | MARZETTI COMPANY | $11.40万 | 0.11% | 999 | 617 | 161.5% | $7.04万 | 加仓 |
| FIG | FIGMA INC | $11.40万 | 0.11% | 6,301 | 2,400 | 61.5% | $4.34万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $11.37万 | 0.11% | 1,854 | -4,808 | -72.2% | -$29.48万 | 重新持有 |
| NBR | NABORS INDUSTRIES LTD | $11.34万 | 0.10% | 1,350 | 1,350 | — | $11.34万 | 新建仓 |
| LAZ | LAZARD INC | $11.34万 | 0.10% | 2,704 | -759 | -21.9% | -$3.18万 | 减仓 |
| LAD | LITHIA MTRS INC | $11.33万 | 0.10% | 390 | 390 | — | $11.33万 | 新建仓 |
| OPLN | OPENLANE INC | $11.27万 | 0.10% | 2,733 | 2,728 | 54,560.0% | $11.25万 | 加仓 |
| GMED | GLOBUS MED INC | $11.27万 | 0.10% | 1,426 | 1,179 | 477.3% | $9.32万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $11.21万 | 0.10% | 1,618 | 1,480 | 1,072.5% | $10.25万 | 加仓 |
| THG | HANOVER INS GROUP INC | $11.07万 | 0.10% | 517 | -389 | -42.9% | -$8.33万 | 减仓 |
| UMBF | UMB FINL CORP | $11.06万 | 0.10% | 775 | 478 | 160.9% | $6.82万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $11.05万 | 0.10% | 832 | 302 | 57.0% | $4.01万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $10.98万 | 0.10% | 3,210 | -3,140 | -49.4% | -$10.75万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $10.91万 | 0.10% | 2,170 | 492 | 29.3% | $2.47万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $10.90万 | 0.10% | 5,274 | 5,274 | — | $10.90万 | 新建仓 |
| GRPN | GROUPON INC | $10.87万 | 0.10% | 4,518 | 4,518 | — | $10.87万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $10.82万 | 0.10% | 944 | -600 | -38.9% | -$6.88万 | 减仓 |
| SNA | SNAP ON INC | $10.74万 | 0.10% | 267 | 13 | 5.1% | $5,231 | 加仓 |
| NTNX | NUTANIX INC | $10.74万 | 0.10% | 2,107 | 2,107 | — | $10.74万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $10.72万 | 0.10% | 1,026 | 1,026 | — | $10.72万 | 新建仓 |