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 |
|---|---|---|---|---|---|---|---|---|
| EXTR | EXTREME NETWORKS INC | $7.66万 | 0.07% | 2,366 | -6,235 | -72.5% | -$20.18万 | 减仓 |
| FIVE | FIVE BELOW INC | $7.62万 | 0.07% | 424 | -1,104 | -72.3% | -$19.85万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $7.62万 | 0.07% | 231 | 223 | 2,787.5% | $7.35万 | 加仓 |
| OII | OCEANEERING INTL INC | $7.59万 | 0.07% | 1,873 | 1,873 | — | $7.59万 | 新建仓 |
| WIX | WIX COM LTD | $7.58万 | 0.07% | 1,671 | 825 | 97.5% | $3.74万 | 重新持有 |
| ESNT | ESSENT GROUP LTD | $7.57万 | 0.07% | 1,177 | -1,179 | -50.0% | -$7.58万 | 减仓 |
| ZD | ZIFF DAVIS INC | $7.56万 | 0.07% | 1,443 | 1,443 | — | $7.56万 | 新建仓 |
| MOG/A | MOOG INC | $7.54万 | 0.07% | 178 | -816 | -82.1% | -$34.59万 | 减仓 |
| SRE | SEMPRA | $7.51万 | 0.07% | 810 | 810 | — | $7.51万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $7.50万 | 0.07% | 2,411 | -288 | -10.7% | -$8,957 | 减仓 |
| HCA | HCA HEALTHCARE INC | $7.49万 | 0.07% | 192 | -26 | -11.9% | -$1.01万 | 减仓 |
| B | BARRICK MNG CORP | $7.42万 | 0.07% | 2,020 | -3,533 | -63.6% | -$12.98万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $7.41万 | 0.07% | 2,334 | -2,868 | -55.1% | -$9.10万 | 重新持有 |
| ORC | ORCHID IS CAP INC | $7.38万 | 0.07% | 10,588 | 10,588 | — | $7.38万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $7.35万 | 0.07% | 7,598 | 7,598 | — | $7.35万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $7.34万 | 0.07% | 9,053 | 9,053 | — | $7.34万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $7.33万 | 0.07% | 4,415 | -13,361 | -75.2% | -$22.19万 | 减仓 |
| NTST | NETSTREIT CORP | $7.32万 | 0.07% | 3,463 | 3,463 | — | $7.32万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $7.30万 | 0.07% | 334 | 333 | 33,300.0% | $7.28万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $7.29万 | 0.07% | 1,795 | 1,689 | 1,593.4% | $6.86万 | 加仓 |
| IT | GARTNER INC | $7.26万 | 0.07% | 560 | -640 | -53.3% | -$8.30万 | 减仓 |
| FISV | FISERV INC | $7.23万 | 0.07% | 1,475 | 1,475 | — | $7.23万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $7.21万 | 0.07% | 5,807 | 5,807 | — | $7.21万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $7.20万 | 0.07% | 1,166 | -257 | -18.1% | -$1.59万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $7.14万 | 0.07% | 4,453 | -5,838 | -56.7% | -$9.36万 | 减仓 |
| FHI | FEDERATED HERMES INC | $7.11万 | 0.07% | 1,288 | 1,011 | 365.0% | $5.58万 | 重新持有 |
| PODD | INSULET CORP | $7.11万 | 0.07% | 467 | 159 | 51.6% | $2.42万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $7.09万 | 0.07% | 696 | 696 | — | $7.09万 | 新建仓 |
| INSM | INSMED INC | $7.07万 | 0.07% | 663 | 337 | 103.4% | $3.59万 | 加仓 |
| CB | CHUBB LIMITED | $6.99万 | 0.06% | 205 | 205 | — | $6.99万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $6.96万 | 0.06% | 2,411 | -1,694 | -41.3% | -$4.89万 | 重新持有 |
| TRU | TRANSUNION | $6.95万 | 0.06% | 963 | 963 | — | $6.95万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $6.94万 | 0.06% | 35 | 35 | — | $6.94万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $6.93万 | 0.06% | 198 | -355 | -64.2% | -$12.43万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6.89万 | 0.06% | 3,153 | 3,153 | — | $6.89万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $6.88万 | 0.06% | 716 | 451 | 170.2% | $4.33万 | 加仓 |
| RY | ROYAL BK CDA | $6.85万 | 0.06% | 331 | -68 | -17.0% | -$1.41万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $6.85万 | 0.06% | 8,132 | 8,132 | — | $6.85万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.85万 | 0.06% | 3,861 | 178 | 4.8% | $3,156 | 重新持有 |
| PATH | UIPATH INC | $6.82万 | 0.06% | 6,275 | -4,390 | -41.2% | -$4.77万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $6.79万 | 0.06% | 837 | -641 | -43.4% | -$5.20万 | 减仓 |
| JD | JD.COM INC | $6.75万 | 0.06% | 2,651 | 2,147 | 426.0% | $5.47万 | 加仓 |
| EG | EVEREST GROUP LTD | $6.75万 | 0.06% | 189 | -181 | -48.9% | -$6.47万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $6.72万 | 0.06% | 149 | -98 | -39.7% | -$4.42万 | 减仓 |
| S | SENTINELONE INC | $6.71万 | 0.06% | 3,953 | 3,953 | — | $6.71万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $6.69万 | 0.06% | 306 | 306 | — | $6.69万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $6.65万 | 0.06% | 170 | 105 | 161.5% | $4.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $6.65万 | 0.06% | 270 | 118 | 77.6% | $2.91万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6.63万 | 0.06% | 352 | -413 | -54.0% | -$7.78万 | 减仓 |
| THO | THOR INDS INC | $6.63万 | 0.06% | 882 | 882 | — | $6.63万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.60万 | 0.06% | 566 | -1,302 | -69.7% | -$15.19万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $6.57万 | 0.06% | 55 | -119 | -68.4% | -$14.22万 | 减仓 |
| BCS | BARCLAYS PLC | $6.57万 | 0.06% | 2,446 | -1,960 | -44.5% | -$5.26万 | 减仓 |
| GNW | GENWORTH FINL INC | $6.52万 | 0.06% | 6,880 | 6,880 | — | $6.52万 | 新建仓 |
| AVA | AVISTA CORP | $6.51万 | 0.06% | 1,592 | 1,592 | — | $6.51万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $6.48万 | 0.06% | 1,752 | 1,752 | — | $6.48万 | 新建仓 |
| RPM | RPM INTL INC | $6.47万 | 0.06% | 582 | 582 | — | $6.47万 | 新建仓 |
| EQT | EQT CORP | $6.40万 | 0.06% | 1,204 | 1,204 | — | $6.40万 | 新建仓 |
| BAC | BANK OF AMER CORP | $6.39万 | 0.06% | 1,121 | 574 | 104.9% | $3.27万 | 加仓 |
| WWD | WOODWARD INC | $6.38万 | 0.06% | 150 | -191 | -56.0% | -$8.13万 | 减仓 |
| KVYO | KLAVIYO INC | $6.34万 | 0.06% | 4,199 | -1,787 | -29.9% | -$2.70万 | 减仓 |
| BURL | BURLINGTON STORES INC | $6.34万 | 0.06% | 200 | 27 | 15.6% | $8,554 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6.33万 | 0.06% | 509 | 259 | 103.6% | $3.22万 | 加仓 |
| BILI | BILIBILI INC | $6.28万 | 0.06% | 3,689 | 1,631 | 79.3% | $2.78万 | 加仓 |
| EIX | EDISON INTL | $6.27万 | 0.06% | 842 | 464 | 122.8% | $3.45万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $6.26万 | 0.06% | 1,980 | -345 | -14.8% | -$1.09万 | 减仓 |
| MBC | MASTERBRAND INC | $6.26万 | 0.06% | 6,080 | 6,080 | — | $6.26万 | 新建仓 |
| TWLO | TWILIO INC | $6.23万 | 0.06% | 302 | 124 | 69.7% | $2.56万 | 加仓 |
| USB | US BANCORP | $6.20万 | 0.06% | 1,027 | -620 | -37.6% | -$3.74万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $6.17万 | 0.06% | 715 | -4,917 | -87.3% | -$42.40万 | 减仓 |
| SSRM | SSR MINING IN | $6.14万 | 0.06% | 2,170 | -974 | -31.0% | -$2.75万 | 减仓 |
| MAS | MASCO CORP | $6.14万 | 0.06% | 754 | 754 | — | $6.14万 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $6.08万 | 0.06% | 1,672 | 1,672 | — | $6.08万 | 新建仓 |
| DCI | DONALDSON INC | $6.07万 | 0.06% | 676 | 676 | — | $6.07万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $6.06万 | 0.06% | 3,356 | -369 | -9.9% | -$6,668 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.00万 | 0.06% | 1,557 | -3,906 | -71.5% | -$15.06万 | 减仓 |
| WEX | WEX INC | $6.00万 | 0.06% | 425 | 252 | 145.7% | $3.56万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $5.96万 | 0.06% | 1,031 | 14 | 1.4% | $810 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5.92万 | 0.05% | 244 | -49 | -16.7% | -$1.19万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $5.91万 | 0.05% | 1,430 | 1,430 | — | $5.91万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $5.88万 | 0.05% | 653 | -139 | -17.6% | -$1.25万 | 重新持有 |
| TRGP | TARGA RES CORP | $5.87万 | 0.05% | 219 | -324 | -59.7% | -$8.69万 | 减仓 |
| SKYW | SKYWEST INC | $5.85万 | 0.05% | 589 | 589 | — | $5.85万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.82万 | 0.05% | 909 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.76万 | 0.05% | 945 | -3,169 | -77.0% | -$19.32万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $5.72万 | 0.05% | 3,831 | 3,831 | — | $5.72万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $5.72万 | 0.05% | 3,792 | -3,473 | -47.8% | -$5.24万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $5.70万 | 0.05% | 180 | -23 | -11.3% | -$7,289 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $5.70万 | 0.05% | 469 | -56 | -10.7% | -$6,800 | 减仓 |
| SR | SPIRE INC | $5.68万 | 0.05% | 727 | -614 | -45.8% | -$4.79万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5.67万 | 0.05% | 511 | 377 | 281.3% | $4.19万 | 重新持有 |
| HNI | HNI CORP | $5.66万 | 0.05% | 1,400 | 1,400 | — | $5.66万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $5.62万 | 0.05% | 2,627 | 2,627 | — | $5.62万 | 新建仓 |
| SLM | SLM CORP | $5.60万 | 0.05% | 2,158 | 1,359 | 170.1% | $3.53万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $5.58万 | 0.05% | 2,285 | 2,285 | — | $5.58万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $5.54万 | 0.05% | 1,492 | -1,323 | -47.0% | -$4.91万 | 减仓 |
| ES | EVERSOURCE ENERGY | $5.52万 | 0.05% | 764 | -359 | -32.0% | -$2.59万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $5.51万 | 0.05% | 513 | 393 | 327.5% | $4.22万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $5.51万 | 0.05% | 1,928 | 1,928 | — | $5.51万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $5.46万 | 0.05% | 1,047 | 0 | 0.0% | — | 不变 |