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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $10.67万 | 0.10% | 817 | -616 | -43.0% | -$8.05万 | 重新持有 |
| PI | IMPINJ INC | $10.64万 | 0.10% | 743 | 743 | — | $10.64万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $10.59万 | 0.10% | 2,719 | 2,719 | — | $10.59万 | 新建仓 |
| CMI | CUMMINS INC | $10.56万 | 0.10% | 148 | 95 | 179.2% | $6.78万 | 加仓 |
| MMSI | MERIT MED SYS INC | $10.55万 | 0.10% | 1,521 | 315 | 26.1% | $2.18万 | 加仓 |
| ITT | ITT INC | $10.46万 | 0.10% | 529 | 290 | 121.3% | $5.74万 | 加仓 |
| CTVA | CORTEVA INC | $10.37万 | 0.10% | 1,225 | 652 | 113.8% | $5.52万 | 加仓 |
| GM | GENERAL MTRS CO | $10.34万 | 0.10% | 1,341 | 812 | 153.5% | $6.26万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $10.33万 | 0.10% | 1,641 | 938 | 133.4% | $5.90万 | 加仓 |
| BBY | BEST BUY INC | $10.33万 | 0.10% | 1,361 | -1,848 | -57.6% | -$14.02万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $10.29万 | 0.10% | 2,517 | 1,646 | 189.0% | $6.73万 | 加仓 |
| FMC | FMC CORP | $10.15万 | 0.09% | 8,829 | -625 | -6.6% | -$7,188 | 减仓 |
| CARG | CARGURUS INC | $10.10万 | 0.09% | 2,963 | -1,270 | -30.0% | -$4.33万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $10.03万 | 0.09% | 3,670 | 3,670 | — | $10.03万 | 新建仓 |
| TFC | TRUIST FINL CORP | $9.99万 | 0.09% | 2,005 | 1,358 | 209.9% | $6.77万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $9.98万 | 0.09% | 1,367 | -5,322 | -79.6% | -$38.84万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $9.90万 | 0.09% | 6,551 | 3,131 | 91.5% | $4.73万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $9.87万 | 0.09% | 3,701 | 1,312 | 54.9% | $3.50万 | 重新持有 |
| FLY | FIREFLY AEROSPACE INC | $9.85万 | 0.09% | 3,352 | 3,352 | — | $9.85万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $9.85万 | 0.09% | 3,200 | -1,104 | -25.7% | -$3.40万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $9.68万 | 0.09% | 455 | 22 | 5.1% | $4,678 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $9.65万 | 0.09% | 11,031 | 11,031 | — | $9.65万 | 新建仓 |
| CNX | CNX RES CORP | $9.65万 | 0.09% | 2,844 | 2,581 | 981.4% | $8.76万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $9.60万 | 0.09% | 5,217 | 5,217 | — | $9.60万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $9.59万 | 0.09% | 631 | 549 | 669.5% | $8.35万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $9.58万 | 0.09% | 1,058 | 1,056 | 52,800.0% | $9.56万 | 加仓 |
| POWL | POWELL INDS INC | $9.54万 | 0.09% | 333 | 303 | 1,010.0% | $8.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.53万 | 0.09% | 575 | 575 | — | $9.53万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $9.52万 | 0.09% | 1,513 | -1,274 | -45.7% | -$8.01万 | 重新持有 |
| MCD | MCDONALDS CORP | $9.49万 | 0.09% | 351 | -325 | -48.1% | -$8.79万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $9.48万 | 0.09% | 1,723 | 1,723 | — | $9.48万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $9.46万 | 0.09% | 2,890 | -3,875 | -57.3% | -$12.69万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $9.45万 | 0.09% | 4,184 | 3,405 | 437.1% | $7.69万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $9.42万 | 0.09% | 586 | 144 | 32.6% | $2.31万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9.42万 | 0.09% | 285 | 245 | 612.5% | $8.10万 | 加仓 |
| NEU | NEWMARKET CORP | $9.42万 | 0.09% | 119 | 116 | 3,866.7% | $9.18万 | 加仓 |
| EFX | EQUIFAX INC | $9.40万 | 0.09% | 592 | 371 | 167.9% | $5.89万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $9.40万 | 0.09% | 4,219 | -113 | -2.6% | -$2,517 | 减仓 |
| CHYM | CHIME FINL INC | $9.37万 | 0.09% | 4,576 | -11 | -0.2% | -$225 | 减仓 |
| RKT | ROCKET COS INC | $9.34万 | 0.09% | 5,933 | 5,933 | — | $9.34万 | 新建仓 |
| BX | BLACKSTONE INC | $9.31万 | 0.09% | 791 | 606 | 327.6% | $7.13万 | 加仓 |
| META | META PLATFORMS INC | $9.29万 | 0.09% | 165 | 165 | — | $9.29万 | 新建仓 |
| AAPL | APPLE INC | $9.26万 | 0.09% | 320 | -477 | -59.8% | -$13.80万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $9.23万 | 0.09% | 11,921 | 11,921 | — | $9.23万 | 新建仓 |
| FRSH | FRESHWORKS INC | $9.18万 | 0.08% | 9,067 | -163 | -1.8% | -$1,650 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $9.18万 | 0.08% | 1,160 | 1,160 | — | $9.18万 | 新建仓 |
| WFC | WELLS FARGO & CO | $9.14万 | 0.08% | 1,106 | 856 | 342.4% | $7.07万 | 重新持有 |
| NOW | SERVICENOW INC | $9.13万 | 0.08% | 920 | 920 | — | $9.13万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $9.08万 | 0.08% | 3,102 | 956 | 44.5% | $2.80万 | 重新持有 |
| MTN | VAIL RESORTS INC | $9.07万 | 0.08% | 666 | 169 | 34.0% | $2.30万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $9.01万 | 0.08% | 2,327 | 2,327 | — | $9.01万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $8.97万 | 0.08% | 1,591 | -4,157 | -72.3% | -$23.43万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $8.94万 | 0.08% | 8,457 | -4,156 | -33.0% | -$4.39万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $8.92万 | 0.08% | 750 | -2,109 | -73.8% | -$25.09万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $8.91万 | 0.08% | 790 | 790 | — | $8.91万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $8.89万 | 0.08% | 173 | 173 | — | $8.89万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $8.87万 | 0.08% | 15,014 | 15,009 | 300,180.0% | $8.87万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $8.83万 | 0.08% | 778 | 573 | 279.5% | $6.50万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $8.82万 | 0.08% | 873 | 873 | — | $8.82万 | 新建仓 |
| EAT | BRINKER INTL INC | $8.82万 | 0.08% | 525 | 237 | 82.3% | $3.98万 | 加仓 |
| GDS | GDS HLDGS LTD | $8.78万 | 0.08% | 2,924 | 2,868 | 5,121.4% | $8.61万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $8.76万 | 0.08% | 6,603 | 6,603 | — | $8.76万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $8.71万 | 0.08% | 17,816 | -4,905 | -21.6% | -$2.40万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $8.66万 | 0.08% | 490 | -520 | -51.5% | -$9.19万 | 减仓 |
| VTR | VENTAS INC | $8.66万 | 0.08% | 975 | -138 | -12.4% | -$1.23万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $8.63万 | 0.08% | 361 | 361 | — | $8.63万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $8.60万 | 0.08% | 11,611 | 11,611 | — | $8.60万 | 新建仓 |
| FRO | FRONTLINE PLC | $8.59万 | 0.08% | 2,470 | 1,168 | 89.7% | $4.06万 | 加仓 |
| METC | RAMACO RES INC | $8.58万 | 0.08% | 6,485 | 6,485 | — | $8.58万 | 新建仓 |
| EVRG | EVERGY INC | $8.56万 | 0.08% | 990 | -4,757 | -82.8% | -$41.11万 | 重新持有 |
| AVAV | AEROVIRONMENT INC | $8.55万 | 0.08% | 518 | 443 | 590.7% | $7.31万 | 加仓 |
| NWL | NEWELL BRANDS INC | $8.53万 | 0.08% | 13,885 | 13,885 | — | $8.53万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $8.52万 | 0.08% | 1,627 | 1,627 | — | $8.52万 | 新建仓 |
| UGI | UGI CORP NEW | $8.50万 | 0.08% | 2,461 | 1,974 | 405.3% | $6.82万 | 加仓 |
| CART | MAPLEBEAR INC | $8.49万 | 0.08% | 1,792 | 1,792 | — | $8.49万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $8.47万 | 0.08% | 3,950 | 3,950 | — | $8.47万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $8.45万 | 0.08% | 2,388 | 2,388 | — | $8.45万 | 新建仓 |
| PL | PLANET LABS PBC | $8.38万 | 0.08% | 2,529 | -3,318 | -56.7% | -$10.99万 | 减仓 |
| MHK | MOHAWK INDS INC | $8.36万 | 0.08% | 689 | 446 | 183.5% | $5.41万 | 重新持有 |
| VKTX | VIKING THERAPEUTICS INC | $8.35万 | 0.08% | 2,141 | -55 | -2.5% | -$2,146 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $8.31万 | 0.08% | 4,068 | 242 | 6.3% | $4,944 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $8.30万 | 0.08% | 410 | 382 | 1,364.3% | $7.74万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $8.29万 | 0.08% | 1,146 | -4,650 | -80.2% | -$33.64万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $8.27万 | 0.08% | 2,899 | 1,518 | 109.9% | $4.33万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $8.19万 | 0.08% | 870 | -2,047 | -70.2% | -$19.27万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $8.19万 | 0.08% | 893 | 893 | — | $8.19万 | 新建仓 |
| WAB | WABTEC | $8.17万 | 0.08% | 303 | -368 | -54.8% | -$9.92万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $8.16万 | 0.08% | 1,073 | 1,073 | — | $8.16万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $8.14万 | 0.08% | 3,592 | 3,592 | — | $8.14万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $7.98万 | 0.07% | 3,450 | -1,087 | -24.0% | -$2.51万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $7.94万 | 0.07% | 2,263 | -1,949 | -46.3% | -$6.84万 | 减仓 |
| AN | AUTONATION INC | $7.91万 | 0.07% | 426 | 407 | 2,142.1% | $7.56万 | 重新持有 |
| KEX | KIRBY CORP | $7.90万 | 0.07% | 581 | 124 | 27.1% | $1.69万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $7.88万 | 0.07% | 3,004 | 3,004 | — | $7.88万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $7.81万 | 0.07% | 91 | 91 | — | $7.81万 | 新建仓 |
| DOV | DOVER CORP | $7.80万 | 0.07% | 348 | 167 | 92.3% | $3.75万 | 加仓 |
| MORN | MORNINGSTAR INC | $7.79万 | 0.07% | 499 | 280 | 127.9% | $4.37万 | 重新持有 |
| BC | BRUNSWICK CORP | $7.77万 | 0.07% | 922 | -651 | -41.4% | -$5.48万 | 重新持有 |
| EVR | EVERCORE INC | $7.75万 | 0.07% | 227 | -866 | -79.2% | -$29.57万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $7.74万 | 0.07% | 1,673 | 516 | 44.6% | $2.39万 | 加仓 |