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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC | $4.34万 | 0.05% | 583 | -294 | -33.5% | -$2.19万 | 减仓 |
| — | ARCELLX INC | $4.31万 | 0.05% | 375 | 375 | — | $4.31万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $4.25万 | 0.05% | 871 | -3,961 | -82.0% | -$19.32万 | 减仓 |
| SON | SONOCO PRODS CO | $4.22万 | 0.05% | 781 | 246 | 46.0% | $1.33万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $4.22万 | 0.05% | 770 | -798 | -50.9% | -$4.37万 | 重新持有 |
| ESTC | ELASTIC N V | $4.20万 | 0.05% | 841 | -1,256 | -59.9% | -$6.28万 | 减仓 |
| ATR | APTARGROUP INC | $4.20万 | 0.05% | 333 | -277 | -45.4% | -$3.49万 | 重新持有 |
| PINS | PINTEREST INC | $4.15万 | 0.05% | 2,265 | -12,970 | -85.1% | -$23.79万 | 减仓 |
| — | CHART INDS INC | $4.13万 | 0.05% | 200 | 195 | 3,900.0% | $4.03万 | 加仓 |
| EAT | BRINKER INTL INC | $4.11万 | 0.05% | 288 | 215 | 294.5% | $3.07万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $4.10万 | 0.05% | 218 | 216 | 10,800.0% | $4.06万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $4.09万 | 0.05% | 1,098 | 1,098 | — | $4.09万 | 新建仓 |
| JBL | JABIL INC | $4.04万 | 0.05% | 152 | -1,206 | -88.8% | -$32.04万 | 重新持有 |
| SBUX | STARBUCKS CORP | $4.02万 | 0.05% | 449 | 449 | — | $4.02万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4.00万 | 0.04% | 3,725 | -24,768 | -86.9% | -$26.60万 | 减仓 |
| EFX | EQUIFAX INC | $3.98万 | 0.04% | 221 | 3 | 1.4% | $540 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.98万 | 0.04% | 202 | -66 | -24.6% | -$1.30万 | 减仓 |
| XYZ | BLOCK INC | $3.97万 | 0.04% | 659 | -1,316 | -66.6% | -$7.92万 | 减仓 |
| GM | GENERAL MTRS CO | $3.94万 | 0.04% | 529 | -7,372 | -93.3% | -$54.92万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $3.93万 | 0.04% | 841 | 841 | — | $3.93万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $3.92万 | 0.04% | 120 | 102 | 566.7% | $3.34万 | 加仓 |
| APPF | APPFOLIO INC | $3.91万 | 0.04% | 248 | -348 | -58.4% | -$5.49万 | 减仓 |
| CELC | CELCUITY INC | $3.90万 | 0.04% | 342 | 342 | — | $3.90万 | 新建仓 |
| BAP | CREDICORP LTD | $3.90万 | 0.04% | 115 | -561 | -83.0% | -$19.03万 | 减仓 |
| CBRE | CBRE GROUP INC | $3.89万 | 0.04% | 287 | -140 | -32.8% | -$1.90万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $3.85万 | 0.04% | 1,061 | 1,061 | — | $3.85万 | 新建仓 |
| VCYT | VERACYTE INC | $3.85万 | 0.04% | 1,196 | -1,335 | -52.7% | -$4.30万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.82万 | 0.04% | 205 | -157 | -43.4% | -$2.93万 | 减仓 |
| IQV | IQVIA HLDGS INC | $3.80万 | 0.04% | 223 | 223 | — | $3.80万 | 新建仓 |
| FTDR | FRONTDOOR INC | $3.80万 | 0.04% | 718 | -14,190 | -95.2% | -$75.01万 | 重新持有 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $3.77万 | 0.04% | 512 | 512 | — | $3.77万 | 新建仓 |
| DOV | DOVER CORP | $3.77万 | 0.04% | 181 | -336 | -65.0% | -$7.00万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $3.73万 | 0.04% | 2,070 | -15,279 | -88.1% | -$27.50万 | 减仓 |
| MTB | M & T BK CORP | $3.72万 | 0.04% | 180 | 180 | — | $3.72万 | 新建仓 |
| NFLX | NETFLIX INC. | $3.70万 | 0.04% | 385 | 323 | 521.0% | $3.11万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3.70万 | 0.04% | 278 | -970 | -77.7% | -$12.91万 | 减仓 |
| FDX | FEDEX CORP | $3.67万 | 0.04% | 103 | 103 | — | $3.67万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $3.67万 | 0.04% | 1,017 | -1,481 | -59.3% | -$5.34万 | 减仓 |
| PCG | PG&E CORP | $3.65万 | 0.04% | 2,076 | -1,944 | -48.4% | -$3.42万 | 减仓 |
| OKE | ONEOK INC NEW | $3.64万 | 0.04% | 403 | 390 | 3,000.0% | $3.53万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3.64万 | 0.04% | 286 | 286 | — | $3.64万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $3.62万 | 0.04% | 210 | 17 | 8.8% | $2,932 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $3.55万 | 0.04% | 110 | -27 | -19.7% | -$8,713 | 减仓 |
| UNF | UNIFIRST CORP MASS | $3.55万 | 0.04% | 141 | -365 | -72.1% | -$9.18万 | 减仓 |
| VIRT | VIRTU FINL INC | $3.54万 | 0.04% | 805 | -2,385 | -74.8% | -$10.49万 | 重新持有 |
| ECHO | ECHOSTAR CORP | $3.54万 | 0.04% | 302 | 302 | — | $3.54万 | 新建仓 |
| CNH | CNH INDL N V | $3.53万 | 0.04% | 3,209 | -22,277 | -87.4% | -$24.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3.48万 | 0.04% | 191 | 191 | — | $3.48万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $3.44万 | 0.04% | 116 | -1,514 | -92.9% | -$44.96万 | 重新持有 |
| TS | TENARIS S A | $3.43万 | 0.04% | 589 | -16,786 | -96.6% | -$97.66万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $3.42万 | 0.04% | 6,610 | 6,610 | — | $3.42万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $3.38万 | 0.04% | 205 | -132 | -39.2% | -$2.18万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $3.36万 | 0.04% | 513 | -1,071 | -67.6% | -$7.01万 | 减仓 |
| UMBF | UMB FINL CORP | $3.35万 | 0.04% | 297 | -1,022 | -77.5% | -$11.53万 | 减仓 |
| CRI | CARTERS INC | $3.30万 | 0.04% | 924 | 924 | — | $3.30万 | 新建仓 |
| CUBE | CUBESMART | $3.28万 | 0.04% | 896 | 896 | — | $3.28万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $3.23万 | 0.04% | 555 | 555 | — | $3.23万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $3.22万 | 0.04% | 223 | -79 | -26.2% | -$1.14万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $3.22万 | 0.04% | 157 | -531 | -77.2% | -$10.89万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3.22万 | 0.04% | 1,269 | 1,269 | — | $3.22万 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $3.22万 | 0.04% | 674 | 674 | — | $3.22万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $3.21万 | 0.04% | 354 | 1 | 0.3% | $91 | 加仓 |
| VG | VENTURE GLOBAL INC | $3.20万 | 0.04% | 2,030 | 2,030 | — | $3.20万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.16万 | 0.04% | 152 | -533 | -77.8% | -$11.09万 | 减仓 |
| AI | C3 AI INC | $3.14万 | 0.04% | 3,732 | -852 | -18.6% | -$7,174 | 减仓 |
| CCK | CROWN HLDGS INC | $3.13万 | 0.04% | 312 | -1,118 | -78.2% | -$11.21万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3.10万 | 0.03% | 413 | -678 | -62.1% | -$5.09万 | 减仓 |
| RBC | RBC BEARINGS INC | $3.10万 | 0.03% | 57 | 57 | — | $3.10万 | 新建仓 |
| ENTG | ENTEGRIS INC | $3.10万 | 0.03% | 264 | 264 | — | $3.10万 | 新建仓 |
| DE | DEERE & CO | $3.04万 | 0.03% | 54 | 39 | 260.0% | $2.20万 | 重新持有 |
| TFC | TRUIST FINL CORP | $2.97万 | 0.03% | 647 | -2,878 | -81.6% | -$13.23万 | 减仓 |
| AOS | SMITH A O CORP | $2.96万 | 0.03% | 449 | -204 | -31.2% | -$1.35万 | 减仓 |
| MUX | MCEWEN INC. | $2.93万 | 0.03% | 1,435 | 1,435 | — | $2.93万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $2.92万 | 0.03% | 294 | 294 | — | $2.92万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2.91万 | 0.03% | 298 | 298 | — | $2.91万 | 新建仓 |
| CCJ | CAMECO CORP | $2.90万 | 0.03% | 267 | 267 | — | $2.90万 | 新建仓 |
| AMZN | AMAZON COM INC | $2.90万 | 0.03% | 139 | 128 | 1,163.6% | $2.67万 | 加仓 |
| VERX | VERTEX INC | $2.87万 | 0.03% | 2,417 | 2,417 | — | $2.87万 | 新建仓 |
| ADC | AGREE RLTY CORP | $2.87万 | 0.03% | 381 | 381 | — | $2.87万 | 新建仓 |
| AKR | ACADIA RLTY TR | $2.85万 | 0.03% | 1,492 | 1,492 | — | $2.85万 | 新建仓 |
| CMI | CUMMINS INC | $2.85万 | 0.03% | 53 | 53 | — | $2.85万 | 新建仓 |
| AMCR | AMCOR PLC | $2.85万 | 0.03% | 717 | 717 | — | $2.85万 | 新建仓 |
| TE | T1 ENERGY INC | $2.85万 | 0.03% | 6,484 | 6,484 | — | $2.85万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2.84万 | 0.03% | 433 | 433 | — | $2.84万 | 新建仓 |
| LYFT | LYFT INC | $2.82万 | 0.03% | 2,123 | -5,537 | -72.3% | -$7.36万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $2.82万 | 0.03% | 156 | -219 | -58.4% | -$3.96万 | 减仓 |
| QYLD | GLOBAL X FDS | $2.80万 | 0.03% | 1,631 | 46 | 2.9% | $789 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.77万 | 0.03% | 827 | -476 | -36.5% | -$1.60万 | 减仓 |
| EIX | EDISON INTL | $2.77万 | 0.03% | 378 | -1,057 | -73.7% | -$7.74万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.72万 | 0.03% | 443 | -732 | -62.3% | -$4.49万 | 减仓 |
| COR | CENCORA INC | $2.67万 | 0.03% | 85 | 85 | — | $2.67万 | 新建仓 |
| BAC | BANK AMERICA CORP | $2.67万 | 0.03% | 547 | 547 | — | $2.67万 | 新建仓 |
| WEX | WEX INC | $2.65万 | 0.03% | 173 | 173 | — | $2.65万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $2.63万 | 0.03% | 249 | -78 | -23.9% | -$8,246 | 重新持有 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $2.59万 | 0.03% | 3,119 | -2,452 | -44.0% | -$2.04万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $2.57万 | 0.03% | 920 | 920 | — | $2.57万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $2.55万 | 0.03% | 1,074 | 1,074 | — | $2.55万 | 新建仓 |
| FORM | FORMFACTOR INC | $2.52万 | 0.03% | 260 | 215 | 477.8% | $2.09万 | 加仓 |
| TTAN | SERVICETITAN INC | $2.52万 | 0.03% | 397 | 397 | — | $2.52万 | 新建仓 |
| CPNG | COUPANG INC | $2.52万 | 0.03% | 1,333 | -3,388 | -71.8% | -$6.40万 | 减仓 |