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 |
|---|---|---|---|---|---|---|---|---|
| SLDE | SLIDE INS HLDGS INC | $68.38万 | 0.63% | 35,302 | 35,302 | — | $68.38万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $55.83万 | 0.52% | 10,563 | 10,416 | 7,085.7% | $55.05万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $52.47万 | 0.49% | 14,719 | 12,845 | 685.4% | $45.79万 | 加仓 |
| NTAP | NETAPP INC | $47.88万 | 0.44% | 3,094 | 2,498 | 419.1% | $38.66万 | 加仓 |
| TALO | TALOS ENERGY INC | $47.44万 | 0.44% | 36,748 | 36,140 | 5,944.1% | $46.66万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $46.77万 | 0.43% | 2,326 | 2,205 | 1,822.3% | $44.34万 | 加仓 |
| AI | C3 AI INC | $46.54万 | 0.43% | 51,203 | 47,471 | 1,272.0% | $43.15万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $44.88万 | 0.41% | 7,680 | 1,235 | 19.2% | $7.22万 | 加仓 |
| HNGE | HINGE HEALTH INC | $44.52万 | 0.41% | 5,364 | 1,017 | 23.4% | $8.44万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $44.36万 | 0.41% | 14,763 | 6,784 | 85.0% | $20.39万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $43.48万 | 0.40% | 3,804 | 2,571 | 208.5% | $29.39万 | 加仓 |
| GOLD | GOLD COM INC | $42.52万 | 0.39% | 10,219 | 10,219 | — | $42.52万 | 新建仓 |
| BAND | BANDWIDTH INC | $42.13万 | 0.39% | 6,656 | 6,656 | — | $42.13万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $41.21万 | 0.38% | 39,667 | 37,967 | 2,233.4% | $39.45万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $40.52万 | 0.37% | 22,327 | 18,878 | 547.3% | $34.26万 | 加仓 |
| GAP | GAP INC | $40.12万 | 0.37% | 21,475 | 21,280 | 10,912.8% | $39.75万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $39.57万 | 0.37% | 5,647 | 5,545 | 5,436.3% | $38.85万 | 重新持有 |
| RCUS | ARCUS BIOSCIENCES INC | $39.18万 | 0.36% | 12,709 | 3,942 | 45.0% | $12.15万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $39.13万 | 0.36% | 3,170 | 3,170 | — | $39.13万 | 新建仓 |
| CNH | CNH INDL N V | $38.89万 | 0.36% | 34,632 | 31,423 | 979.2% | $35.29万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $38.43万 | 0.36% | 23,887 | 15,990 | 202.5% | $25.73万 | 加仓 |
| ONDS | ONDAS INC | $38.41万 | 0.36% | 46,618 | 38,515 | 475.3% | $31.74万 | 加仓 |
| TROX | TRONOX HOLDINGS PLC | $38.15万 | 0.35% | 60,552 | 60,552 | — | $38.15万 | 新建仓 |
| XMTR | XOMETRY INC | $38.14万 | 0.35% | 3,951 | -3,861 | -49.4% | -$37.27万 | 减仓 |
| ENVA | ENOVA INTL INC | $37.58万 | 0.35% | 1,561 | 564 | 56.6% | $13.58万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $37.29万 | 0.34% | 3,642 | 3,393 | 1,362.7% | $34.74万 | 加仓 |
| AKR | ACADIA RLTY TR | $37.11万 | 0.34% | 17,747 | 16,255 | 1,089.5% | $33.99万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $36.86万 | 0.34% | 10,740 | 10,740 | — | $36.86万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $36.81万 | 0.34% | 27,656 | 27,656 | — | $36.81万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $36.71万 | 0.34% | 3,406 | 3,350 | 5,982.1% | $36.11万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $36.41万 | 0.34% | 40,237 | 27,196 | 208.5% | $24.61万 | 加仓 |
| IRM | IRON MTN INC DEL | $36.40万 | 0.34% | 2,882 | 406 | 16.4% | $5.13万 | 加仓 |
| PHIN | PHINIA INC | $36.40万 | 0.34% | 4,419 | 4,419 | — | $36.40万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $36.34万 | 0.34% | 1,316 | 1,316 | — | $36.34万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $36.33万 | 0.34% | 19,775 | 19,775 | — | $36.33万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.15万 | 0.33% | 721 | 628 | 675.3% | $31.49万 | 加仓 |
| GFF | GRIFFON CORP | $35.78万 | 0.33% | 3,669 | 3,377 | 1,156.5% | $32.94万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $35.61万 | 0.33% | 1,570 | 1,360 | 647.6% | $30.84万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $35.49万 | 0.33% | 2,674 | -3,389 | -55.9% | -$44.98万 | 减仓 |
| LAUR | LAUREATE ED INC | $35.46万 | 0.33% | 9,762 | 9,212 | 1,674.9% | $33.46万 | 加仓 |
| VST | VISTRA CORP | $34.58万 | 0.32% | 2,180 | 514 | 30.9% | $8.15万 | 重新持有 |
| VEEV | VEEVA SYS INC | $34.48万 | 0.32% | 1,943 | 1,943 | — | $34.48万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $34.16万 | 0.32% | 3,094 | 3,094 | — | $34.16万 | 新建仓 |
| COCO | VITA COCO CO INC | $34.12万 | 0.32% | 5,158 | 5,158 | — | $34.12万 | 新建仓 |
| EXC | EXELON CORP | $33.75万 | 0.31% | 7,240 | 5,418 | 297.4% | $25.26万 | 加仓 |
| AES | AES CORP | $33.70万 | 0.31% | 22,991 | 8,914 | 63.3% | $13.07万 | 加仓 |
| KBR | KBR INC | $33.46万 | 0.31% | 9,691 | 5,707 | 143.2% | $19.71万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $33.34万 | 0.31% | 6,256 | 2,313 | 58.7% | $12.33万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $33.19万 | 0.31% | 37,498 | 36,472 | 3,554.8% | $32.28万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $32.79万 | 0.30% | 2,675 | 2,675 | — | $32.79万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $32.63万 | 0.30% | 2,781 | 2,781 | — | $32.63万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $32.53万 | 0.30% | 21,154 | 21,154 | — | $32.53万 | 新建仓 |
| KMX | CARMAX INC | $32.49万 | 0.30% | 6,143 | 5,870 | 2,150.2% | $31.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $32.37万 | 0.30% | 1,816 | 1,805 | 16,409.1% | $32.17万 | 重新持有 |
| MRX | MAREX GROUP PLC | $32.02万 | 0.30% | 5,253 | 5,253 | — | $32.02万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $31.70万 | 0.29% | 883 | 706 | 398.9% | $25.35万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $31.65万 | 0.29% | 16,307 | -4,476 | -21.5% | -$8.69万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $31.51万 | 0.29% | 595 | -36 | -5.7% | -$1.91万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.30万 | 0.29% | 1,560 | 1,369 | 716.8% | $27.46万 | 加仓 |
| ENS | ENERSYS | $31.26万 | 0.29% | 1,337 | 809 | 153.2% | $18.92万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $31.06万 | 0.29% | 1,180 | 1,180 | — | $31.06万 | 新建仓 |
| WULF | TERAWULF INC | $30.88万 | 0.29% | 12,502 | 12,502 | — | $30.88万 | 新建仓 |
| HRB | BLOCK H & R INC | $30.88万 | 0.29% | 8,109 | 8,109 | — | $30.88万 | 新建仓 |
| SEZL | SEZZLE INC | $30.86万 | 0.29% | 1,798 | -1,548 | -46.3% | -$26.57万 | 减仓 |
| CAT | CATERPILLAR INC | $30.78万 | 0.28% | 289 | 196 | 210.8% | $20.87万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $30.41万 | 0.28% | 3,909 | 3,909 | — | $30.41万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $30.39万 | 0.28% | 803 | 646 | 411.5% | $24.45万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $30.34万 | 0.28% | 14,242 | 14,242 | — | $30.34万 | 新建仓 |
| OI | O-I GLASS INC | $30.18万 | 0.28% | 31,339 | 15,925 | 103.3% | $15.34万 | 加仓 |
| TTC | TORO CO | $30.15万 | 0.28% | 3,095 | 1,231 | 66.0% | $11.99万 | 加仓 |
| MSA | MSA SAFETY INC | $29.89万 | 0.28% | 1,712 | 1,308 | 323.8% | $22.84万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.54万 | 0.27% | 1,465 | 636 | 76.7% | $12.82万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $29.42万 | 0.27% | 11,437 | 11,370 | 16,970.1% | $29.24万 | 加仓 |
| TPR | TAPESTRY INC | $29.41万 | 0.27% | 2,009 | 520 | 34.9% | $7.61万 | 加仓 |
| PWR | QUANTA SVCS INC | $29.31万 | 0.27% | 407 | 145 | 55.3% | $10.44万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $29.29万 | 0.27% | 8,017 | 7,953 | 12,426.6% | $29.05万 | 加仓 |
| F | FORD MTR CO | $29.03万 | 0.27% | 20,888 | -1,443 | -6.5% | -$2.01万 | 重新持有 |
| WVE | WAVE LIFE SCIENCES LTD | $28.38万 | 0.26% | 48,854 | 48,854 | — | $28.38万 | 新建仓 |
| QLYS | QUALYS INC | $28.30万 | 0.26% | 2,058 | 1,488 | 261.1% | $20.46万 | 重新持有 |
| DRS | LEONARDO DRS INC | $28.24万 | 0.26% | 6,618 | 5,098 | 335.4% | $21.75万 | 加仓 |
| MRCY | MERCURY SYS INC | $28.05万 | 0.26% | 2,293 | 1,256 | 121.1% | $15.36万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $27.73万 | 0.26% | 27,728 | 27,725 | 924,166.7% | $27.73万 | 加仓 |
| VTRS | VIATRIS INC | $27.67万 | 0.26% | 17,424 | 17,424 | — | $27.67万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $27.37万 | 0.25% | 15,711 | 4,885 | 45.1% | $8.51万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $27.34万 | 0.25% | 1,151 | -190 | -14.2% | -$4.51万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $27.34万 | 0.25% | 596 | 596 | — | $27.34万 | 新建仓 |
| HLIT | HARMONIC INC | $27.32万 | 0.25% | 16,733 | 16,733 | — | $27.32万 | 新建仓 |
| LEA | LEAR CORP | $27.20万 | 0.25% | 2,029 | 1,286 | 173.1% | $17.24万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $27.19万 | 0.25% | 41,192 | -2,288 | -5.3% | -$1.51万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $27.02万 | 0.25% | 12,627 | -1,559 | -11.0% | -$3.34万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $27.02万 | 0.25% | 2,977 | 2,977 | — | $27.02万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $26.99万 | 0.25% | 3,311 | 3,074 | 1,297.0% | $25.06万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $26.92万 | 0.25% | 49,668 | 47,354 | 2,046.4% | $25.67万 | 加仓 |
| CNXC | CONCENTRIX CORP | $26.64万 | 0.25% | 11,892 | 5,418 | 83.7% | $12.14万 | 加仓 |
| SAM | BOSTON BEER INC | $26.64万 | 0.25% | 1,505 | 333 | 28.4% | $5.90万 | 重新持有 |
| HAL | HALLIBURTON CO | $26.32万 | 0.24% | 7,753 | 7,753 | — | $26.32万 | 新建仓 |
| LMND | LEMONADE INC | $26.31万 | 0.24% | 4,045 | 4,045 | — | $26.31万 | 新建仓 |
| CNC | CENTENE CORP DEL | $26.19万 | 0.24% | 4,080 | -2,832 | -41.0% | -$18.18万 | 减仓 |
| PVH | PVH CORPORATION | $26.12万 | 0.24% | 3,517 | 3,517 | — | $26.12万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $26.00万 | 0.24% | 1,912 | -1,004 | -34.4% | -$13.65万 | 重新持有 |