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 |
|---|---|---|---|---|---|---|---|---|
| BILL | BILL HOLDINGS INC | $1.77万 | 0.02% | 490 | -2,011 | -80.4% | -$7.27万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $1.77万 | 0.02% | 272 | 272 | — | $1.77万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $1.76万 | 0.02% | 841 | 840 | 84,000.0% | $1.76万 | 重新持有 |
| UMC | UNITED MICROELECTRONICS CORP | $1.75万 | 0.02% | 644 | -4,845 | -88.3% | -$13.18万 | 减仓 |
| CCJ | CAMECO CORP | $1.75万 | 0.02% | 172 | -95 | -35.6% | -$9,677 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.73万 | 0.02% | 28 | 28 | — | $1.73万 | 新建仓 |
| LKQ | LKQ CORP | $1.68万 | 0.02% | 637 | -161 | -20.2% | -$4,239 | 重新持有 |
| MTB | M & T BK CORP | $1.64万 | 0.02% | 69 | -111 | -61.7% | -$2.64万 | 减仓 |
| BPOP | POPULAR INC | $1.54万 | 0.01% | 94 | -116 | -55.2% | -$1.90万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $1.53万 | 0.01% | 141 | -575 | -80.3% | -$6.23万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $1.53万 | 0.01% | 401 | -616 | -60.6% | -$2.34万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.51万 | 0.01% | 190 | -580 | -75.3% | -$4.61万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.47万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.46万 | 0.01% | 765 | 744 | 3,542.9% | $1.42万 | 重新持有 |
| IBRX | IMMUNITYBIO INC | $1.45万 | 0.01% | 1,655 | 1,655 | — | $1.45万 | 新建仓 |
| SSD | SIMPSON MFG INC | $1.44万 | 0.01% | 69 | -1,056 | -93.9% | -$22.11万 | 减仓 |
| CACI | CACI INTL INC | $1.44万 | 0.01% | 31 | -130 | -80.7% | -$6.02万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1.42万 | 0.01% | 341 | -71 | -17.2% | -$2,962 | 减仓 |
| KGC | KINROSS GOLD CORP | $1.41万 | 0.01% | 599 | 146 | 32.2% | $3,448 | 加仓 |
| APA | APA CORPORATION | $1.41万 | 0.01% | 434 | -1,797 | -80.5% | -$5.85万 | 减仓 |
| CENX | CENTURY ALUM CO | $1.37万 | 0.01% | 297 | 297 | — | $1.37万 | 新建仓 |
| INFY | INFOSYS LTD | $1.31万 | 0.01% | 1,249 | -16,846 | -93.1% | -$17.67万 | 减仓 |
| DIS | DISNEY WALT CO | $1.31万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $1.30万 | 0.01% | 49 | 49 | — | $1.30万 | 新建仓 |
| ACM | AECOM | $1.26万 | 0.01% | 180 | 180 | — | $1.26万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $1.21万 | 0.01% | 837 | 837 | — | $1.21万 | 新建仓 |
| BCO | BRINKS CO | $1.21万 | 0.01% | 128 | -1,283 | -90.9% | -$12.12万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $1.20万 | 0.01% | 256 | 256 | — | $1.20万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $1.19万 | 0.01% | 397 | -698 | -63.7% | -$2.09万 | 减仓 |
| OGN | ORGANON & CO | $1.18万 | 0.01% | 869 | -23,880 | -96.5% | -$32.33万 | 减仓 |
| ATRC | ATRICURE INC | $1.17万 | 0.01% | 419 | 419 | — | $1.17万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $1.15万 | 0.01% | 128 | -1,637 | -92.7% | -$14.67万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $1.11万 | 0.01% | 117 | 117 | — | $1.11万 | 新建仓 |
| CALX | CALIX INC | $1.08万 | 0.01% | 289 | 289 | — | $1.08万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.05万 | 0.01% | 115 | 115 | — | $1.05万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1.04万 | 0.01% | 275 | -2,964 | -91.5% | -$11.19万 | 减仓 |
| CVSA | COVISTA INC | $9,723 | 0.01% | 78 | 78 | — | $9,723 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $9,617 | 0.01% | 118 | 118 | — | $9,617 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $9,507 | 0.01% | 95 | -259 | -73.2% | -$2.59万 | 减仓 |
| COR | CENCORA INC | $9,338 | 0.01% | 33 | -52 | -61.2% | -$1.47万 | 减仓 |
| APPF | APPFOLIO INC | $9,300 | 0.01% | 58 | -190 | -76.6% | -$3.05万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $9,161 | 0.01% | 151 | -675 | -81.7% | -$4.10万 | 重新持有 |
| VCTR | VICTORY CAP HLDGS INC DEL | $8,994 | 0.01% | 107 | -326 | -75.3% | -$2.74万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $8,945 | 0.01% | 103 | 103 | — | $8,945 | 新建仓 |
| GLW | CORNING INC | $8,940 | 0.01% | 35 | 35 | — | $8,940 | 新建仓 |
| CCK | CROWN HLDGS INC | $8,386 | 0.01% | 75 | -237 | -76.0% | -$2.65万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $8,369 | 0.01% | 27 | -242 | -90.0% | -$7.50万 | 减仓 |
| FOXA | FOX CORP | $8,346 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $7,790 | 0.01% | 94 | 77 | 452.9% | $6,381 | 加仓 |
| LIN | LINDE PLC | $7,784 | 0.01% | 15 | 15 | — | $7,784 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $7,644 | 0.01% | 99 | 9 | 10.0% | $695 | 加仓 |
| RNST | RENASANT CORP | $7,444 | 0.01% | 175 | -1,033 | -85.5% | -$4.39万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $7,230 | 0.01% | 159 | -4,234 | -96.4% | -$19.25万 | 减仓 |
| XYL | XYLEM INC | $7,211 | 0.01% | 61 | 61 | — | $7,211 | 新建仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $7,059 | 0.01% | 241 | 241 | — | $7,059 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $6,912 | 0.01% | 5 | -186 | -97.4% | -$25.71万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $6,863 | 0.01% | 90 | 90 | — | $6,863 | 新建仓 |
| DBX | DROPBOX INC | $6,428 | 0.01% | 234 | -8,203 | -97.2% | -$22.53万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $6,368 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $6,166 | 0.01% | 291 | 291 | — | $6,166 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $5,762 | 0.01% | 541 | 541 | — | $5,762 | 新建仓 |
| INOD | INNODATA INC | $5,668 | 0.01% | 75 | 75 | — | $5,668 | 新建仓 |
| CPNG | COUPANG INC | $5,506 | 0.01% | 317 | -1,016 | -76.2% | -$1.76万 | 减仓 |
| YETI | YETI HLDGS INC | $5,402 | 0.00% | 109 | -5,385 | -98.0% | -$26.69万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $4,458 | 0.00% | 263 | -4,031 | -93.9% | -$6.83万 | 减仓 |
| ROG | ROGERS CORP | $4,257 | 0.00% | 26 | 26 | — | $4,257 | 新建仓 |
| INTU | INTUIT | $4,176 | 0.00% | 16 | -129 | -89.0% | -$3.37万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $4,073 | 0.00% | 301 | -11,692 | -97.5% | -$15.82万 | 重新持有 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $4,038 | 0.00% | 49 | 49 | — | $4,038 | 新建仓 |
| ING | ING GROEP N.V. | $3,922 | 0.00% | 125 | 125 | — | $3,922 | 新建仓 |
| TECH | BIO-TECHNE CORP | $3,815 | 0.00% | 54 | -100 | -64.9% | -$7,065 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $3,614 | 0.00% | 368 | 368 | — | $3,614 | 新建仓 |
| HEI | HEICO CORP NEW | $3,562 | 0.00% | 10 | -263 | -96.3% | -$9.37万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,322 | 0.00% | 27 | -631 | -95.9% | -$7.76万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,131 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $3,039 | 0.00% | 78 | -1,963 | -96.2% | -$7.65万 | 减仓 |
| RELX | RELX PLC | $2,882 | 0.00% | 91 | 67 | 279.2% | $2,122 | 加仓 |
| DLTR | DOLLAR TREE INC | $2,782 | 0.00% | 23 | -1,495 | -98.5% | -$18.08万 | 重新持有 |
| RGEN | REPLIGEN CORP | $2,729 | 0.00% | 20 | -19 | -48.7% | -$2,593 | 减仓 |
| GOOGL | ALPHABET INC | $2,502 | 0.00% | 7 | -460 | -98.5% | -$16.44万 | 减仓 |
| BCE | BCE INC | $2,452 | 0.00% | 114 | 114 | — | $2,452 | 新建仓 |
| REG | REGENCY CTRS CORP | $2,233 | 0.00% | 28 | -1,118 | -97.6% | -$8.92万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,219 | 0.00% | 27 | 27 | — | $2,219 | 新建仓 |
| CME | CME GROUP INC | $2,208 | 0.00% | 10 | 9 | 900.0% | $1,987 | 加仓 |
| RIO | RIO TINTO PLC | $2,088 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2,039 | 0.00% | 12 | -358 | -96.8% | -$6.08万 | 减仓 |
| TXNM | TXNM ENERGY INC | $1,931 | 0.00% | 34 | -1,706 | -98.0% | -$9.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,906 | 0.00% | 13 | -210 | -94.2% | -$3.08万 | 减仓 |
| TPG | TPG INC | $1,703 | 0.00% | 42 | -3,483 | -98.8% | -$14.12万 | 减仓 |
| ATI | ATI INC | $1,577 | 0.00% | 8 | -1,119 | -99.3% | -$22.06万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,500 | 0.00% | 10 | -249 | -96.1% | -$3.73万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $1,333 | 0.00% | 16 | 16 | — | $1,333 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,321 | 0.00% | 46 | -6,809 | -99.3% | -$19.55万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1,305 | 0.00% | 9 | -2,111 | -99.6% | -$30.61万 | 重新持有 |
| PRU | PRUDENTIAL FINL INC | $1,187 | 0.00% | 11 | -287 | -96.3% | -$3.10万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $1,172 | 0.00% | 14 | 14 | — | $1,172 | 新建仓 |
| CHE | CHEMED CORP NEW | $931 | 0.00% | 2 | 2 | — | $931 | 新建仓 |
| MMS | MAXIMUS INC | $914 | 0.00% | 17 | 17 | — | $914 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $839 | 0.00% | 1 | 1 | — | $839 | 新建仓 |
| TMUS | T-MOBILE US INC | $839 | 0.00% | 5 | 5 | — | $839 | 新建仓 |