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 |
|---|---|---|---|---|---|---|---|---|
| IBOC | INTERNATIONAL BANCSHARES COR | $5.45万 | 0.05% | 718 | 718 | — | $5.45万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $5.43万 | 0.05% | 1,185 | -2,004 | -62.8% | -$9.18万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $5.40万 | 0.05% | 1,356 | -1,854 | -57.8% | -$7.39万 | 减仓 |
| VSAT | VIASAT INC | $5.39万 | 0.05% | 600 | -3,163 | -84.1% | -$28.41万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $5.36万 | 0.05% | 316 | 56 | 21.5% | $9,503 | 加仓 |
| MGA | MAGNA INTL INC | $5.28万 | 0.05% | 804 | -1,462 | -64.5% | -$9.60万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $5.27万 | 0.05% | 1,177 | -2,883 | -71.0% | -$12.91万 | 减仓 |
| ROKU | ROKU INC | $5.25万 | 0.05% | 380 | -3,801 | -90.9% | -$52.51万 | 减仓 |
| FTDR | FRONTDOOR INC | $5.22万 | 0.05% | 673 | -45 | -6.3% | -$3,492 | 减仓 |
| DAL | DELTA AIR LINES INC | $5.19万 | 0.05% | 554 | 554 | — | $5.19万 | 新建仓 |
| VC | VISTEON CORP | $5.18万 | 0.05% | 522 | -1,562 | -75.0% | -$15.50万 | 重新持有 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $5.15万 | 0.05% | 403 | -445 | -52.5% | -$5.69万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $5.14万 | 0.05% | 616 | -298 | -32.6% | -$2.49万 | 减仓 |
| ACMR | ACM RESH INC | $5.13万 | 0.05% | 404 | 404 | — | $5.13万 | 新建仓 |
| QCOM | QUALCOMM INC | $5.10万 | 0.05% | 276 | 276 | — | $5.10万 | 新建仓 |
| ASAN | ASANA INC | $5.06万 | 0.05% | 7,233 | -9,944 | -57.9% | -$6.96万 | 减仓 |
| AAON | AAON INC | $5.05万 | 0.05% | 398 | 398 | — | $5.05万 | 新建仓 |
| ROL | ROLLINS INC | $5.04万 | 0.05% | 1,208 | -54 | -4.3% | -$2,254 | 减仓 |
| NTR | NUTRIEN LTD | $5.00万 | 0.05% | 794 | -190 | -19.3% | -$1.20万 | 减仓 |
| OTTR | OTTER TAIL CORP | $4.95万 | 0.05% | 550 | 550 | — | $4.95万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $4.93万 | 0.05% | 524 | -1,560 | -74.9% | -$14.67万 | 减仓 |
| CMS | CMS ENERGY CORP | $4.93万 | 0.05% | 644 | 644 | — | $4.93万 | 新建仓 |
| UNP | UNION PAC CORP | $4.92万 | 0.05% | 181 | 181 | — | $4.92万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $4.91万 | 0.05% | 1,020 | -4,686 | -82.1% | -$22.54万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $4.89万 | 0.05% | 600 | 600 | — | $4.89万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $4.87万 | 0.05% | 3,780 | 3,780 | — | $4.87万 | 新建仓 |
| REAL | THE REALREAL INC | $4.85万 | 0.04% | 4,117 | 4,117 | — | $4.85万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $4.85万 | 0.04% | 208 | 208 | — | $4.85万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $4.78万 | 0.04% | 4,286 | 415 | 10.7% | $4,627 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.77万 | 0.04% | 51 | -109 | -68.1% | -$10.20万 | 减仓 |
| VALE | VALE S A | $4.76万 | 0.04% | 3,168 | -3,429 | -52.0% | -$5.16万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $4.74万 | 0.04% | 617 | 140 | 29.4% | $1.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4.74万 | 0.04% | 140 | -171 | -55.0% | -$5.78万 | 重新持有 |
| HAYW | HAYWARD HLDGS INC | $4.73万 | 0.04% | 2,735 | -10,465 | -79.3% | -$18.11万 | 重新持有 |
| BLTE | BELITE BIO INC | $4.73万 | 0.04% | 307 | 307 | — | $4.73万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $4.67万 | 0.04% | 4,292 | -3,349 | -43.8% | -$3.64万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $4.65万 | 0.04% | 918 | -3,226 | -77.8% | -$16.36万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $4.63万 | 0.04% | 467 | -1,161 | -71.3% | -$11.51万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4.63万 | 0.04% | 477 | 477 | — | $4.63万 | 新建仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $4.62万 | 0.04% | 5,891 | 5,891 | — | $4.62万 | 新建仓 |
| ARCB | ARCBEST CORP | $4.58万 | 0.04% | 319 | -3,201 | -90.9% | -$45.95万 | 减仓 |
| AYI | ACUITY INC | $4.56万 | 0.04% | 121 | 69 | 132.7% | $2.60万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4.55万 | 0.04% | 820 | 430 | 110.3% | $2.39万 | 重新持有 |
| TE | T1 ENERGY INC | $4.50万 | 0.04% | 4,743 | -1,741 | -26.9% | -$1.65万 | 减仓 |
| — | GATES INDL CORP PLC | $4.48万 | 0.04% | 1,601 | 1,601 | — | $4.48万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4.44万 | 0.04% | 719 | -491 | -40.6% | -$3.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.42万 | 0.04% | 157 | -162 | -50.8% | -$4.56万 | 重新持有 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4.40万 | 0.04% | 151 | -363 | -70.6% | -$10.57万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $4.33万 | 0.04% | 1,277 | 1,277 | — | $4.33万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $4.31万 | 0.04% | 384 | 187 | 94.9% | $2.10万 | 加仓 |
| CAMT | CAMTEK LTD | $4.27万 | 0.04% | 262 | 262 | — | $4.27万 | 新建仓 |
| VCYT | VERACYTE INC | $4.26万 | 0.04% | 725 | -471 | -39.4% | -$2.77万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4.24万 | 0.04% | 523 | -28 | -5.1% | -$2,272 | 减仓 |
| INGR | INGREDION INC | $4.24万 | 0.04% | 448 | 448 | — | $4.24万 | 新建仓 |
| HTO | H2O AMERICA | $4.20万 | 0.04% | 691 | 691 | — | $4.20万 | 新建仓 |
| FSLY | FASTLY INC | $4.17万 | 0.04% | 2,271 | -11,190 | -83.1% | -$20.55万 | 减仓 |
| MPC | MARATHON PETE CORP | $4.14万 | 0.04% | 162 | -535 | -76.8% | -$13.68万 | 减仓 |
| KKR | KKR & CO INC | $4.14万 | 0.04% | 451 | 255 | 130.1% | $2.34万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $4.11万 | 0.04% | 168 | -795 | -82.6% | -$19.46万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $4.09万 | 0.04% | 1,210 | 1,210 | — | $4.09万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $4.09万 | 0.04% | 819 | 819 | — | $4.09万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $4.09万 | 0.04% | 610 | -2,122 | -77.7% | -$14.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4.08万 | 0.04% | 183 | 183 | — | $4.08万 | 新建仓 |
| DDS | DILLARDS INC | $4.07万 | 0.04% | 77 | -342 | -81.6% | -$18.07万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $4.06万 | 0.04% | 2,395 | -5,881 | -71.1% | -$9.97万 | 减仓 |
| NKE | NIKE INC | $4.04万 | 0.04% | 983 | 983 | — | $4.04万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.02万 | 0.04% | 892 | -5,489 | -86.0% | -$24.77万 | 减仓 |
| CRWV | COREWEAVE INC | $4.02万 | 0.04% | 404 | 404 | — | $4.02万 | 新建仓 |
| BZ | KANZHUN LIMITED | $4.02万 | 0.04% | 3,120 | 1,713 | 121.7% | $2.20万 | 加仓 |
| FULT | FULTON FINL CORP PA | $4.00万 | 0.04% | 1,655 | 1,655 | — | $4.00万 | 新建仓 |
| SJM | SMUCKER J M CO | $3.99万 | 0.04% | 355 | -1,017 | -74.1% | -$11.44万 | 减仓 |
| MDB | MONGODB INC | $3.96万 | 0.04% | 118 | -963 | -89.1% | -$32.35万 | 减仓 |
| CRM | SALESFORCE INC | $3.96万 | 0.04% | 253 | 91 | 56.2% | $1.43万 | 重新持有 |
| UL | UNILEVER PLC | $3.96万 | 0.04% | 659 | -114 | -14.7% | -$6,854 | 减仓 |
| UBS | UBS GROUP AG | $3.96万 | 0.04% | 799 | -1,704 | -68.1% | -$8.44万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3.96万 | 0.04% | 1,255 | -2,469 | -66.3% | -$7.78万 | 减仓 |
| LI | LI AUTO INC | $3.96万 | 0.04% | 3,369 | 2,726 | 424.0% | $3.20万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $3.95万 | 0.04% | 407 | -4,255 | -91.3% | -$41.30万 | 重新持有 |
| FRPT | FRESHPET INC | $3.94万 | 0.04% | 667 | -78 | -10.5% | -$4,611 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $3.94万 | 0.04% | 106 | 106 | — | $3.94万 | 新建仓 |
| APH | AMPHENOL CORP | $3.91万 | 0.04% | 222 | -814 | -78.6% | -$14.35万 | 减仓 |
| NTES | NETEASE COM INC | $3.91万 | 0.04% | 305 | 218 | 250.6% | $2.79万 | 重新持有 |
| GTLB | GITLAB INC | $3.87万 | 0.04% | 1,267 | 1,267 | — | $3.87万 | 新建仓 |
| SKM | SK TELECOM CO LTD | $3.85万 | 0.04% | 1,197 | -4,067 | -77.3% | -$13.08万 | 减仓 |
| GNTX | GENTEX CORP | $3.83万 | 0.04% | 1,517 | -4,175 | -73.3% | -$10.55万 | 减仓 |
| HPQ | HP INC | $3.83万 | 0.04% | 1,744 | -2,070 | -54.3% | -$4.54万 | 减仓 |
| MYRG | MYR GROUP INC | $3.80万 | 0.04% | 76 | -349 | -82.1% | -$17.46万 | 减仓 |
| AMZN | AMAZON COM INC | $3.79万 | 0.04% | 159 | 20 | 14.4% | $4,767 | 加仓 |
| USFD | US FOODS HLDG CORP | $3.75万 | 0.03% | 367 | -236 | -39.1% | -$2.41万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $3.75万 | 0.03% | 2,135 | 2,132 | 71,066.7% | $3.75万 | 加仓 |
| TW | TRADEWEB MKTS INC | $3.74万 | 0.03% | 375 | -643 | -63.2% | -$6.41万 | 减仓 |
| CRK | COMSTOCK RES INC | $3.72万 | 0.03% | 2,495 | -5,248 | -67.8% | -$7.83万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.68万 | 0.03% | 136 | 136 | — | $3.68万 | 新建仓 |
| HAS | HASBRO INC | $3.68万 | 0.03% | 445 | -231 | -34.2% | -$1.91万 | 减仓 |
| WT | WISDOMTREE INC | $3.67万 | 0.03% | 2,169 | -13,312 | -86.0% | -$22.55万 | 重新持有 |
| NE | NOBLE CORP PLC | $3.65万 | 0.03% | 979 | -1,817 | -65.0% | -$6.78万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $3.64万 | 0.03% | 1,035 | 822 | 385.9% | $2.89万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $3.62万 | 0.03% | 2,153 | 2,153 | — | $3.62万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3.61万 | 0.03% | 4,442 | 1,323 | 42.4% | $1.07万 | 加仓 |
| EMBJ | EMBRAER S.A. | $3.60万 | 0.03% | 565 | -3,275 | -85.3% | -$20.89万 | 减仓 |