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 |
|---|---|---|---|---|---|---|---|---|
| BXP | BXP INC | $9,238 | 0.01% | 178 | 137 | 334.1% | $7,110 | 加仓 |
| ICHR | ICHOR HOLDINGS | $9,182 | 0.01% | 197 | 197 | — | $9,182 | 新建仓 |
| VNET | VNET GROUP INC | $9,078 | 0.01% | 1,082 | 1,082 | — | $9,078 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $9,040 | 0.01% | 213 | -3,837 | -94.7% | -$16.28万 | 重新持有 |
| SCI | SERVICE CORP INTL | $8,994 | 0.01% | 109 | -1,267 | -92.1% | -$10.45万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $8,770 | 0.01% | 140 | 140 | — | $8,770 | 新建仓 |
| MIDD | MIDDLEBY CORP | $8,618 | 0.01% | 65 | -603 | -90.3% | -$7.99万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $8,596 | 0.01% | 954 | 954 | — | $8,596 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $8,456 | 0.01% | 90 | -924 | -91.1% | -$8.68万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $8,296 | 0.01% | 86 | 86 | — | $8,296 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $8,204 | 0.01% | 42 | -2 | -4.5% | -$391 | 减仓 |
| TECH | BIO-TECHNE CORP | $8,048 | 0.01% | 154 | 119 | 340.0% | $6,219 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $7,988 | 0.01% | 85 | -2,323 | -96.5% | -$21.83万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $7,342 | 0.01% | 23 | 23 | — | $7,342 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $7,192 | 0.01% | 127 | -9,451 | -98.7% | -$53.52万 | 重新持有 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6,994 | 0.01% | 374 | -2,915 | -88.6% | -$5.45万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $6,824 | 0.01% | 147 | 147 | — | $6,824 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $6,757 | 0.01% | 114 | -351 | -75.5% | -$2.08万 | 减仓 |
| UDR | UDR INC | $6,655 | 0.01% | 197 | -1,075 | -84.5% | -$3.63万 | 重新持有 |
| ELF | E L F BEAUTY INC | $6,061 | 0.01% | 100 | 100 | — | $6,061 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $6,042 | 0.01% | 106 | 106 | — | $6,042 | 新建仓 |
| WU | WESTERN UN CO | $5,849 | 0.01% | 670 | 316 | 89.3% | $2,759 | 加仓 |
| ALB | ALBEMARLE CORP | $5,745 | 0.01% | 32 | -5,827 | -99.5% | -$104.61万 | 重新持有 |
| POWL | POWELL INDS INC | $5,411 | 0.01% | 10 | 10 | — | $5,411 | 新建仓 |
| CPRT | COPART INC | $5,312 | 0.01% | 160 | -6,125 | -97.5% | -$20.34万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $5,183 | 0.01% | 28 | 28 | — | $5,183 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5,046 | 0.01% | 56 | 56 | — | $5,046 | 新建仓 |
| GAP | GAP INC | $4,719 | 0.01% | 195 | 195 | — | $4,719 | 新建仓 |
| NU | NU HLDGS LTD | $4,699 | 0.01% | 327 | 327 | — | $4,699 | 新建仓 |
| RGEN | REPLIGEN CORP | $4,595 | 0.01% | 39 | -156 | -80.0% | -$1.84万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $4,188 | 0.00% | 198 | -2,162 | -91.6% | -$4.57万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $3,200 | 0.00% | 76 | -770 | -91.0% | -$3.24万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $3,169 | 0.00% | 272 | 272 | — | $3,169 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $2,733 | 0.00% | 8 | 8 | — | $2,733 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $2,703 | 0.00% | 52 | -9,874 | -99.5% | -$51.33万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $2,700 | 0.00% | 18 | -3,216 | -99.4% | -$48.24万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $2,683 | 0.00% | 227 | 227 | — | $2,683 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,654 | 0.00% | 115 | 115 | — | $2,654 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | -15 | -88.2% | -$1.89万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $2,462 | 0.00% | 78 | -330 | -80.9% | -$1.04万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2,271 | 0.00% | 136 | -2,608 | -95.0% | -$4.35万 | 减仓 |
| GDS | GDS HLDGS LTD | $2,256 | 0.00% | 56 | -11,701 | -99.5% | -$47.14万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $2,208 | 0.00% | 147 | -139 | -48.6% | -$2,088 | 重新持有 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,164 | 0.00% | 86 | 86 | — | $2,164 | 新建仓 |
| FROG | JFROG LTD | $2,065 | 0.00% | 44 | 44 | — | $2,065 | 新建仓 |
| RIO | RIO TINTO PLC | $2,052 | 0.00% | 22 | 22 | — | $2,052 | 新建仓 |
| NEU | NEWMARKET CORP | $1,923 | 0.00% | 3 | -74 | -96.1% | -$4.74万 | 减仓 |
| BWA | BORGWARNER INC | $1,845 | 0.00% | 34 | -630 | -94.9% | -$3.42万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1,687 | 0.00% | 64 | 64 | — | $1,687 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,667 | 0.00% | 4 | -117 | -96.7% | -$4.88万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $1,622 | 0.00% | 235 | 235 | — | $1,622 | 新建仓 |
| GGG | GRACO INC | $1,524 | 0.00% | 18 | -3,018 | -99.4% | -$25.55万 | 减仓 |
| NGG | NATIONAL GRID PLC | $1,438 | 0.00% | 17 | -97 | -85.1% | -$8,205 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,415 | 0.00% | 9 | 9 | — | $1,415 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,286 | 0.00% | 67 | -20,366 | -99.7% | -$39.09万 | 减仓 |
| ADSK | AUTODESK INC | $1,197 | 0.00% | 5 | -471 | -98.9% | -$11.28万 | 减仓 |
| AROC | ARCHROCK INC | $1,148 | 0.00% | 33 | -4,296 | -99.2% | -$14.94万 | 重新持有 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,143 | 0.00% | 8 | 8 | — | $1,143 | 新建仓 |
| IEX | IDEX CORP | $1,137 | 0.00% | 6 | 6 | — | $1,137 | 新建仓 |
| — | ARCOSA INC | $1,061 | 0.00% | 10 | 10 | — | $1,061 | 新建仓 |
| AVTR | AVANTOR INC | $949 | 0.00% | 121 | 121 | — | $949 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $881 | 0.00% | 19 | 19 | — | $881 | 新建仓 |
| RELX | RELX PLC | $796 | 0.00% | 24 | -557 | -95.9% | -$1.85万 | 减仓 |
| BYD | BOYD GAMING CORP | $740 | 0.00% | 9 | -5,093 | -99.8% | -$41.88万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $577 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $572 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD | $517 | 0.00% | 82 | -5,686 | -98.6% | -$3.58万 | 减仓 |
| CME | CME GROUP INC | $295 | 0.00% | 1 | -555 | -99.8% | -$16.37万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $253 | 0.00% | 57 | 57 | — | $253 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $208 | 0.00% | 1 | -679 | -99.9% | -$14.12万 | 减仓 |
| OPLN | OPENLANE INC | $146 | 0.00% | 5 | 5 | — | $146 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $137 | 0.00% | 2 | -1,874 | -99.9% | -$12.84万 | 重新持有 |
| SHOP | SHOPIFY INC | $119 | 0.00% | 1 | -941 | -99.9% | -$11.20万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $91 | 0.00% | 4 | -37,934 | -100.0% | -$86.30万 | 重新持有 |
| JANX | JANUX THERAPEUTICS INC | $42 | 0.00% | 3 | 3 | — | $42 | 新建仓 |
| FLYW | FLYWIRE CORPORATION | $35 | 0.00% | 3 | 3 | — | $35 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $29 | 0.00% | 3 | -8,476 | -100.0% | -$8.19万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $21 | 0.00% | 5 | -96,498 | -100.0% | -$40.53万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -11,103 | -100.0% | -$88.85万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -10,491 | -100.0% | -$52.87万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -44,300 | -100.0% | -$51.70万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -4,731 | -100.0% | -$48.05万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -7,076 | -100.0% | -$43.47万 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -11,527 | -100.0% | -$43.08万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -52,844 | -100.0% | -$42.65万 | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCEL | FUELCELL ENERGY INC | $0 | 0.00% | 0 | -56,032 | -100.0% | -$40.96万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -8,204 | -100.0% | -$40.23万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -4,572 | -100.0% | -$39.87万 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | -10,736 | -100.0% | -$38.97万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -19,144 | -100.0% | -$33.27万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | -11,231 | -100.0% | -$33.13万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,876 | -100.0% | -$33.02万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$32.88万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |