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 |
|---|---|---|---|---|---|---|---|---|
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $3.59万 | 0.03% | 674 | -424 | -38.6% | -$2.26万 | 减仓 |
| PCAR | PACCAR INC | $3.59万 | 0.03% | 299 | -308 | -50.7% | -$3.70万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $3.58万 | 0.03% | 219 | -461 | -67.8% | -$7.54万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $3.58万 | 0.03% | 169 | 169 | — | $3.58万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $3.58万 | 0.03% | 3,304 | 3,304 | — | $3.58万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $3.55万 | 0.03% | 258 | -223 | -46.4% | -$3.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.54万 | 0.03% | 35 | -20 | -36.4% | -$2.02万 | 减仓 |
| ATR | APTARGROUP INC | $3.53万 | 0.03% | 282 | -51 | -15.3% | -$6,385 | 减仓 |
| TM | TOYOTA MOTOR CORP | $3.52万 | 0.03% | 209 | -430 | -67.3% | -$7.24万 | 减仓 |
| FTV | FORTIVE CORP | $3.52万 | 0.03% | 576 | -1,640 | -74.0% | -$10.02万 | 重新持有 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3.51万 | 0.03% | 1,476 | 1,476 | — | $3.51万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $3.51万 | 0.03% | 55 | -25 | -31.2% | -$1.60万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.51万 | 0.03% | 125 | -77 | -38.1% | -$2.16万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $3.46万 | 0.03% | 1,320 | 959 | 265.7% | $2.51万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $3.46万 | 0.03% | 1,197 | -2,331 | -66.1% | -$6.73万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $3.45万 | 0.03% | 775 | -1,325 | -63.1% | -$5.89万 | 重新持有 |
| NSIT | INSIGHT ENTERPRISES INC | $3.39万 | 0.03% | 278 | -1,694 | -85.9% | -$20.63万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3.37万 | 0.03% | 788 | 788 | — | $3.37万 | 新建仓 |
| BOH | BANK HAWAII CORP | $3.37万 | 0.03% | 413 | -3,579 | -89.7% | -$29.16万 | 减仓 |
| MP | MP MATERIALS CORP | $3.32万 | 0.03% | 592 | 592 | — | $3.32万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.31万 | 0.03% | 242 | -625 | -72.1% | -$8.55万 | 减仓 |
| IRON | DISC MEDICINE INC | $3.30万 | 0.03% | 451 | -3,113 | -87.3% | -$22.77万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $3.29万 | 0.03% | 320 | 320 | — | $3.29万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $3.29万 | 0.03% | 3,335 | 3,335 | — | $3.29万 | 新建仓 |
| TS | TENARIS S A | $3.27万 | 0.03% | 589 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $3.26万 | 0.03% | 741 | 741 | — | $3.26万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3.23万 | 0.03% | 1,504 | -6,786 | -81.9% | -$14.56万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3.22万 | 0.03% | 951 | -504 | -34.6% | -$1.71万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $3.18万 | 0.03% | 193 | -43 | -18.2% | -$7,092 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $3.18万 | 0.03% | 208 | 208 | — | $3.18万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $3.18万 | 0.03% | 438 | -850 | -66.0% | -$6.16万 | 减仓 |
| KT | KT CORP | $3.17万 | 0.03% | 1,833 | -3,148 | -63.2% | -$5.44万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $3.06万 | 0.03% | 726 | -2,466 | -77.3% | -$10.38万 | 减仓 |
| VCEL | VERICEL CORP | $3.01万 | 0.03% | 676 | -10,932 | -94.2% | -$48.64万 | 重新持有 |
| FSK | FS KKR CAP CORP | $2.97万 | 0.03% | 2,833 | -3,902 | -57.9% | -$4.10万 | 减仓 |
| AMCR | AMCOR PLC | $2.96万 | 0.03% | 683 | -34 | -4.7% | -$1,474 | 减仓 |
| ERIE | ERIE INDTY CO | $2.95万 | 0.03% | 123 | -273 | -68.9% | -$6.55万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $2.88万 | 0.03% | 1,579 | 1,307 | 480.5% | $2.39万 | 加仓 |
| OC | OWENS CORNING NEW | $2.88万 | 0.03% | 181 | 181 | — | $2.88万 | 新建仓 |
| AZO | AUTOZONE INC | $2.88万 | 0.03% | 9 | -35 | -79.5% | -$11.19万 | 减仓 |
| CVNA | CARVANA CO | $2.86万 | 0.03% | 435 | -1,665 | -79.3% | -$10.96万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2.85万 | 0.03% | 1,159 | 1,159 | — | $2.85万 | 新建仓 |
| WMB | WILLIAMS COS INC | $2.81万 | 0.03% | 378 | -1,112 | -74.6% | -$8.27万 | 重新持有 |
| DPZ | DOMINOS PIZZA INC | $2.78万 | 0.03% | 94 | -309 | -76.7% | -$9.15万 | 减仓 |
| MHO | M/I HOMES INC | $2.78万 | 0.03% | 173 | 173 | — | $2.78万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.77万 | 0.03% | 102 | 102 | — | $2.77万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.74万 | 0.03% | 374 | 374 | — | $2.74万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $2.73万 | 0.03% | 668 | 668 | — | $2.73万 | 新建仓 |
| MTRN | MATERION CORP | $2.71万 | 0.03% | 91 | 91 | — | $2.71万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.70万 | 0.02% | 55 | 51 | 1,275.0% | $2.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.67万 | 0.02% | 56 | -155 | -73.5% | -$7.40万 | 减仓 |
| MOD | MODINE MFG CO | $2.62万 | 0.02% | 98 | 98 | — | $2.62万 | 新建仓 |
| NVAX | NOVAVAX INC | $2.61万 | 0.02% | 2,769 | -5,095 | -64.8% | -$4.80万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $2.60万 | 0.02% | 226 | 226 | — | $2.60万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $2.56万 | 0.02% | 405 | -1,717 | -80.9% | -$10.87万 | 重新持有 |
| DEO | DIAGEO PLC | $2.53万 | 0.02% | 315 | -268 | -46.0% | -$2.15万 | 减仓 |
| JBS | JBS N.V. | $2.51万 | 0.02% | 2,119 | -9,195 | -81.3% | -$10.90万 | 减仓 |
| AXGN | AXOGEN INC | $2.46万 | 0.02% | 533 | 533 | — | $2.46万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2.44万 | 0.02% | 182 | -172 | -48.6% | -$2.31万 | 减仓 |
| TREX | TREX INC | $2.41万 | 0.02% | 481 | 481 | — | $2.41万 | 新建仓 |
| WYFI | WHITEFIBER INC | $2.39万 | 0.02% | 616 | 616 | — | $2.39万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $2.36万 | 0.02% | 44 | 44 | — | $2.36万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2.36万 | 0.02% | 140 | -841 | -85.7% | -$14.17万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.33万 | 0.02% | 143 | 143 | — | $2.33万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $2.33万 | 0.02% | 333 | -2,209 | -86.9% | -$15.46万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.31万 | 0.02% | 241 | 141 | 141.0% | $1.35万 | 加仓 |
| GEO | GEO GROUP INC | $2.30万 | 0.02% | 780 | -1,532 | -66.3% | -$4.53万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $2.28万 | 0.02% | 164 | -1,118 | -87.2% | -$15.57万 | 减仓 |
| EFOR | EVERFORTH INC | $2.28万 | 0.02% | 1,276 | 1,276 | — | $2.28万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2.27万 | 0.02% | 908 | 908 | — | $2.27万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2.25万 | 0.02% | 197 | -81 | -29.1% | -$9,267 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2.24万 | 0.02% | 270 | -1,460 | -84.4% | -$12.09万 | 减仓 |
| MFC | MANULIFE FINL CORP | $2.21万 | 0.02% | 546 | 198 | 56.9% | $8,021 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2.19万 | 0.02% | 43 | -114 | -72.6% | -$5.81万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $2.19万 | 0.02% | 807 | -4,817 | -85.7% | -$13.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.17万 | 0.02% | 97 | -941 | -90.7% | -$21.07万 | 重新持有 |
| ABNB | AIRBNB INC | $2.13万 | 0.02% | 149 | 149 | — | $2.13万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.13万 | 0.02% | 231 | 231 | — | $2.13万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $2.12万 | 0.02% | 49 | -195 | -79.9% | -$8.45万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2.10万 | 0.02% | 122 | -418 | -77.4% | -$7.20万 | 减仓 |
| ARW | ARROW ELECTRS INC | $2.07万 | 0.02% | 97 | -259 | -72.8% | -$5.53万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $2.02万 | 0.02% | 739 | -7,384 | -90.9% | -$20.22万 | 重新持有 |
| ONC | BEONE MEDICINES LTD | $2.02万 | 0.02% | 71 | -45 | -38.8% | -$1.28万 | 减仓 |
| ORI | OLD REP INTL CORP | $2.00万 | 0.02% | 489 | -1,418 | -74.4% | -$5.80万 | 减仓 |
| AVY | AVERY DENNISON CORP | $1.98万 | 0.02% | 122 | 122 | — | $1.98万 | 新建仓 |
| DY | DYCOM INDS INC | $1.97万 | 0.02% | 39 | -114 | -74.5% | -$5.76万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $1.97万 | 0.02% | 417 | 398 | 2,094.7% | $1.88万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.96万 | 0.02% | 122 | 31 | 34.1% | $4,973 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1.95万 | 0.02% | 103 | -2,090 | -95.3% | -$39.59万 | 重新持有 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.94万 | 0.02% | 58 | 58 | — | $1.94万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $1.93万 | 0.02% | 1,460 | 1,313 | 893.2% | $1.74万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1.92万 | 0.02% | 149 | -2,452 | -94.3% | -$31.52万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $1.91万 | 0.02% | 600 | 600 | — | $1.91万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $1.89万 | 0.02% | 177 | -1,107 | -86.2% | -$11.84万 | 减仓 |
| TAL | TAL ED GROUP | $1.89万 | 0.02% | 1,975 | -4,287 | -68.5% | -$4.10万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $1.89万 | 0.02% | 672 | -5,844 | -89.7% | -$16.43万 | 重新持有 |
| BEKE | KE HLDGS INC | $1.88万 | 0.02% | 1,297 | -96 | -6.9% | -$1,395 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.86万 | 0.02% | 755 | 755 | — | $1.86万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.82万 | 0.02% | 175 | -645 | -78.7% | -$6.71万 | 重新持有 |
| VNET | VNET GROUP INC | $1.80万 | 0.02% | 2,241 | 1,159 | 107.1% | $9,319 | 加仓 |