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Bayforest Capital Ltd

SEC CIK
0002048423
最新申報
2026/8/5

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/28 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
712
較 2025 年第 1 季 0
總值
$2.29 億
較 2025 年第 1 季 −$72.5 萬 (−0.3%)
申報日
2025/7/28
SEC
Bayforest Capital Ltd 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SEDGSolaredge Technologies, Inc.COM85,461$174.3 萬0.8%+28,425+49.8%加碼歷史
CCICrown Castle Inc.REIT16,638$170.9 萬0.7%−1,039−5.9%減碼歷史
SCIService Corp InternationalCOM18,988$154.6 萬0.7%+17,458+1,141.0%加碼歷史
UGIUgi CorpStock40,413$147.2 萬0.6%+23,151+134.1%加碼歷史
DLTRDollar Tree, Inc.COM14,619$144.8 萬0.6%−308−2.1%減碼歷史
FIVEFive Below, IncCOM10,171$133.4 萬0.6%−4,027−28.4%減碼歷史
ALBAlbemarle CorpStock21,048$131.9 萬0.6%+10,136+92.9%加碼歷史
PIIPolaris Inc.Stock31,687$128.8 萬0.6%+23,878+305.8%加碼歷史
PTONPeloton Interactive, Inc.CL A COM181,997$126.3 萬0.6%−16,793−8.4%減碼歷史
CHTRCharter Communications, Inc.CL A3,067$125.4 萬0.5%+3,067新進歷史
AVTAvnet IncCOM23,517$124.8 萬0.5%−3,730−13.7%減碼歷史
TNETTrinet Group, Inc.COM16,991$124.3 萬0.5%+3,990+30.7%加碼歷史
HOGHarley-Davidson, Inc.COM51,613$121.8 萬0.5%+51,613新進歷史
GMEGameStop Corp.Stock48,936$119.4 萬0.5%+33,724+221.7%加碼歷史
FTITechnipFMC plcCOM34,463$118.7 萬0.5%+34,463新進歷史
KTBKontoor Brands, Inc.Stock17,905$118.1 萬0.5%+14,418+413.5%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z54,446$116.8 萬0.5%+3,836+7.6%加碼歷史
SMGScotts Miracle-Gro CoStock17,537$115.7 萬0.5%+17,537新進歷史
DGDollar General CorpCOM10,071$115.2 萬0.5%+4,520+81.4%加碼歷史
MASIMasimo CorpCOM6,705$112.8 萬0.5%+6,705新進歷史
FTDRFrontdoor, Inc.COM18,965$111.8 萬0.5%+18,965新進歷史
KEYSKeysight Technologies, Inc.Stock6,789$111.2 萬0.5%+3,515+107.4%加碼歷史
SLABSilicon Laboratories Inc.Stock7,542$111.1 萬0.5%+5,539+276.5%加碼歷史
ESNTEssent Group Ltd.COM18,096$109.9 萬0.5%+7,768+75.2%加碼歷史
TXG10x Genomics, Inc.CL A COM94,864$109.9 萬0.5%+69,306+271.2%加碼歷史
ATKRAtkore Inc.COM15,346$108.3 萬0.5%+15,346新進歷史
SFMSprouts Farmers Market, Inc.COM6,478$106.7 萬0.5%+5,169+394.9%加碼歷史
SONYSony Group CorpSPONSORED ADR40,507$105.4 萬0.5%+40,507新進歷史
HUMHumana IncStock4,295$105.0 萬0.5%−121−2.7%減碼歷史
HOODRobinhood Markets, Inc.Stock11,111$104.0 萬0.5%+11,111新進歷史
EXELExelixis, Inc.COM23,577$103.9 萬0.5%−1,663−6.6%減碼歷史
CALMCal-Maine Foods IncCOM NEW10,380$103.4 萬0.5%+4,600+79.6%加碼歷史
DKNGDraftKings Inc.Stock24,027$103.1 萬0.5%−1,695−6.6%減碼歷史
PCHPotlatchdeltic CorpCOM26,683$102.4 萬0.4%+26,683新進歷史
TRUPTrupanion, Inc.COM18,028$99.8 萬0.4%−10,429−36.6%減碼歷史
CELHCelsius Holdings, Inc.COM NEW21,429$99.4 萬0.4%+3,255+17.9%加碼歷史
KMPRKEMPER CorpCOM15,192$98.0 萬0.4%+14,519+2,157.4%加碼歷史
APLSApellis Pharmaceuticals, Inc.COM56,639$98.0 萬0.4%+4,301+8.2%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS82,972$98.0 萬0.4%+39,365+90.3%加碼歷史
PLNTPlanet Fitness, Inc.CL A8,899$97.0 萬0.4%+8,899新進歷史
BROSDutch Bros Inc.CL A13,856$94.7 萬0.4%+3,661+35.9%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM59,403$93.9 萬0.4%+59,403新進歷史
HLIHoulihan Lokey, Inc.CL A5,188$93.4 萬0.4%−927−15.2%減碼歷史
NEMNEWMONT CorpStock15,964$93.0 萬0.4%+7,135+80.8%加碼歷史
USFDUS Foods Holding Corp.COM12,058$92.9 萬0.4%+11,539+2,223.3%加碼歷史
CNHCNH Industrial N.V.SHS71,323$92.4 萬0.4%+37,258+109.4%加碼歷史
MTZMastec IncCOM5,417$92.3 萬0.4%−1,002−15.6%減碼歷史
GTLBGitlab Inc.CLASS A COM20,462$92.3 萬0.4%+2,803+15.9%加碼歷史
ELEstee Lauder Companies IncCL A11,419$92.3 萬0.4%−12,918−53.1%減碼歷史
METMetlife IncStock11,463$92.2 萬0.4%+9,772+577.9%加碼歷史
PTCTPTC Therapeutics, Inc.COM18,779$91.7 萬0.4%+10,626+130.3%加碼歷史
TGITriumph Group IncCOM34,700$89.4 萬0.4%+34,700新進歷史
ELSEquity Lifestyle Properties IncCOM14,410$88.9 萬0.4%−4,874−25.3%減碼歷史
BCBrunswick CorpCOM16,051$88.7 萬0.4%+6,836+74.2%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 10102,112$86.6 萬0.4%−18,069−15.0%減碼歷史
ALGTAllegiant Travel COCOM15,714$86.3 萬0.4%+4,381+38.7%加碼歷史
KGCKinross Gold CorpCOM55,218$86.3 萬0.4%+12,821+30.2%加碼歷史
APAMArtisan Partners Asset Management Inc.CL A19,431$86.1 萬0.4%+19,431新進歷史
PSXPhillips 66Stock7,190$85.8 萬0.4%+5,472+318.5%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A12,262$84.8 萬0.4%−17,701−59.1%減碼歷史
ARWArrow Electronics, Inc.COM6,650$84.7 萬0.4%+5,767+653.1%加碼歷史
VTLEVital Energy, Inc.COM52,276$84.1 萬0.4%+28,596+120.8%加碼歷史
BCRXBiocryst Pharmaceuticals IncCOM93,722$84.0 萬0.4%+93,722新進歷史
INFYInfosys LtdSPONSORED ADR45,231$83.8 萬0.4%−10,515−18.9%減碼歷史
CPRTCopart IncCOM17,067$83.7 萬0.4%+17,067新進歷史
LCIILci IndustriesCOM9,149$83.4 萬0.4%+9,149新進歷史
VEEVVeeva Systems IncStock2,834$81.6 萬0.4%+2,834新進歷史
NTESNetEase, Inc.SPONSORED ADS6,061$81.6 萬0.4%+674+12.5%加碼歷史
MCKMcKesson CorpStock1,110$81.3 萬0.4%+1,110新進歷史
MNSTMonster Beverage CorpCOM12,962$81.2 萬0.4%+10,835+509.4%加碼歷史
MRCYMercury Systems IncCOM14,836$79.9 萬0.3%+14,836新進歷史
RSReliance, Inc.COM2,507$78.7 萬0.3%+1,369+120.3%加碼歷史
HRBH&R Block IncCOM14,303$78.5 萬0.3%+14,303新進歷史
GDSGDS Holdings LtdSPONSORED ADS25,648$78.4 萬0.3%+1,029+4.2%加碼歷史
MDUMdu Resources Group IncStock46,824$78.1 萬0.3%+42,334+942.9%加碼歷史
INTUIntuit Inc.Stock987$77.7 萬0.3%+987新進歷史
NOVNOV Inc.COM61,623$76.6 萬0.3%+13,582+28.3%加碼歷史
UBSUBS Group AGStock22,622$76.5 萬0.3%+22,622新進歷史
UALUnited Airlines Holdings, Inc.COM9,550$76.0 萬0.3%+8,534+840.0%加碼歷史
LBRTLiberty Energy Inc.COM CL A64,831$74.4 萬0.3%+63,832+6,389.6%加碼歷史
STSensata Technologies Holding plcSHS24,555$73.9 萬0.3%+8,552+53.4%加碼歷史
ONOn Semiconductor CorpStock14,088$73.8 萬0.3%+949+7.2%加碼歷史
AGCOAGCO CorpCOM7,156$73.8 萬0.3%−10,537−59.6%減碼歷史
KRGKite Realty Group TrustCOM NEW32,484$73.6 萬0.3%+22,366+221.1%加碼歷史
CCKCrown Holdings, Inc.COM6,992$72.0 萬0.3%+2,569+58.1%加碼歷史
SKTTanger Inc.COM22,757$69.6 萬0.3%+22,757新進歷史
TMETencent Music Entertainment GroupSPON ADS35,351$68.9 萬0.3%−29,108−45.2%減碼歷史
EATBrinker International, IncStock3,779$68.1 萬0.3%−2,212−36.9%減碼歷史
CVNACarvana Co.CL A2,016$67.9 萬0.3%+243+13.7%加碼歷史
KMXCarMax IncCOM10,080$67.7 萬0.3%+10,080新進歷史
LYVLive Nation Entertainment, Inc.COM4,456$67.4 萬0.3%+3,643+448.1%加碼歷史
ABGAsbury Automotive Group IncCOM2,817$67.2 萬0.3%+1,662+143.9%加碼歷史
RRRRed Rock Resorts, Inc.CL A12,849$66.9 萬0.3%−6,517−33.7%減碼歷史
PEGAPegasystems IncCOM12,345$66.8 萬0.3%+8,756+244.0%加碼歷史
EXPOExponent IncCOM8,914$66.6 萬0.3%+3,765+73.1%加碼歷史
ACNAccenture plcStock2,226$66.5 萬0.3%+2,226新進歷史
ITRIItron, Inc.COM5,054$66.5 萬0.3%+1,074+27.0%加碼歷史
GGGGraco IncCOM7,731$66.5 萬0.3%+943+13.9%加碼歷史
FLEXFlex Ltd.Stock13,303$66.4 萬0.3%−1,218−8.4%減碼歷史
FROFrontline plcCOM40,233$66.0 萬0.3%+37,951+1,663.1%加碼歷史

2025 年第 1 季之後清倉(227 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 227 檔。

Bayforest Capital Ltd 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
BEBloom Energy CorpCOM CL A104,540$205.5 萬0.9%歷史
AGFirst Majestic Silver CorpCOM213,843$143.1 萬0.6%歷史
ACMRACM Research, Inc.Stock52,804$123.2 萬0.5%歷史
HEHawaiian Electric Industries IncCOM104,303$114.2 萬0.5%歷史
SONOSonos IncCOM107,003$114.2 萬0.5%歷史
JBTMJBT Marel CorpCOM9,199$112.4 萬0.5%歷史
CVICVR Energy IncCOM53,937$104.6 萬0.5%歷史
SGRYSurgery Partners, Inc.Stock42,803$101.7 萬0.4%歷史
TPHTri Pointe Homes, Inc.COM30,660$97.9 萬0.4%歷史
YETIYETI Holdings, Inc.COM27,421$90.8 萬0.4%歷史
COMPCompass, Inc.CL A101,909$89.0 萬0.4%歷史
FMCFMC CorpCOM NEW20,933$88.3 萬0.4%歷史
INSPInspire Medical Systems, Inc.COM5,491$87.5 萬0.4%歷史
CNXCConcentrix CorpStock14,619$81.3 萬0.4%歷史
VSXYVictoria's Secret & Co.COMMON STOCK43,747$81.3 萬0.4%歷史
CORTCorcept Therapeutics IncCOM7,098$81.1 萬0.4%歷史
ENPHEnphase Energy, Inc.Stock12,985$80.6 萬0.4%歷史
AMGAffiliated Managers Group, Inc.Stock4,710$79.1 萬0.3%歷史
CNXCNX Resources CorpCOM23,899$75.2 萬0.3%歷史
MATMattel IncCOM37,300$72.5 萬0.3%歷史
HSYHershey CoCOM4,220$72.2 萬0.3%歷史
CPTCamden Property TrustREIT5,737$70.2 萬0.3%歷史
WSOWatsco IncCOM1,362$69.2 萬0.3%歷史
OSKOshkosh CorpCOM7,338$69.0 萬0.3%歷史
CARAvis Budget Group, Inc.COM9,028$68.5 萬0.3%歷史
JWNNordstrom IncStock26,120$63.9 萬0.3%歷史
JACKJack in the Box IncCOM22,717$61.8 萬0.3%歷史
CHEChemed CorpCOM1,001$61.6 萬0.3%歷史
GLBEGlobal-E Online Ltd.SHS17,152$61.1 萬0.3%歷史
BGBunge Global SACOM SHS7,368$56.3 萬0.2%歷史
RYNRayonier IncCOM20,021$55.8 萬0.2%歷史
NFENew Fortress Energy Inc.COM CL A66,321$55.1 萬0.2%歷史
WHRWhirlpool CorpStock6,086$54.9 萬0.2%歷史
FCNFti Consulting, IncCOM3,303$54.2 萬0.2%歷史
NWSANews CorpCL A18,925$51.5 萬0.2%歷史
IIPRInnovative Industrial Properties IncCOM9,064$49.0 萬0.2%歷史
SOFISoFi Technologies, Inc.Stock42,130$49.0 萬0.2%歷史
ORAOrmat Technologies, Inc.COM6,773$47.9 萬0.2%歷史
MZTIMarzetti CoCOM2,715$47.5 萬0.2%歷史
VFCV F CorpStock27,686$43.0 萬0.2%歷史
ROLRollins IncCOM7,922$42.8 萬0.2%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT12,424$42.3 萬0.2%歷史
EAElectronic Arts Inc.COM2,908$42.0 萬0.2%歷史
UPSTUpstart Holdings, Inc.COM9,081$41.8 萬0.2%歷史
MPTMedical Properties Trust IncCOM69,175$41.7 萬0.2%歷史
EMNEastman Chemical CoStock4,700$41.4 萬0.2%歷史
MURMurphy Oil CorpCOM14,514$41.2 萬0.2%歷史
VISNVistance Networks, Inc.COM77,576$41.2 萬0.2%歷史
EMREmerson Electric CoStock3,744$41.0 萬0.2%歷史
GTGoodyear Tire & Rubber CoCOM44,100$40.7 萬0.2%歷史
LEVILevi Strauss & CoCL A COM STK25,798$40.2 萬0.2%歷史
EVREvercore Inc.CLASS A2,005$40.0 萬0.2%歷史
ITCIIntra-Cellular Therapies, Inc.COM2,980$39.3 萬0.2%歷史
SNOWSnowflake Inc.Stock2,649$38.7 萬0.2%歷史
EFOREverforth IncCOM6,124$38.6 萬0.2%歷史
ENVXEnovix CorpCOM52,459$38.5 萬0.2%歷史
CABOCable One, Inc.COM1,442$38.3 萬0.2%歷史
CALYCallaway Golf CoCOM58,135$38.3 萬0.2%歷史
SOSouthern CoStock4,078$37.5 萬0.2%歷史
HBIHanesbrands Inc.COM64,345$37.1 萬0.2%歷史
MTCHMatch Group, Inc.COM11,770$36.7 萬0.2%歷史
WYNNWynn Resorts LtdCOM4,375$36.5 萬0.2%歷史
QCOMQualcomm IncStock2,350$36.1 萬0.2%歷史
MANManpowerGroup Inc.COM6,029$34.9 萬0.2%歷史
BAHBooz Allen Hamilton Holding CorpCL A3,319$34.7 萬0.2%歷史
CRNCCerence Inc.COM43,506$34.4 萬0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM8,798$34.2 萬0.1%歷史
TSNTyson Foods, Inc.Stock5,257$33.5 萬0.1%歷史
RAREUltragenyx Pharmaceutical Inc.COM9,190$33.3 萬0.1%歷史
EMBJEmbraer S.A.ADR6,828$31.5 萬0.1%歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN32,579$30.9 萬0.1%歷史
ETREntergy CorpCOM3,525$30.1 萬0.1%歷史
FORMFormfactor IncCOM10,629$30.1 萬0.1%歷史
NSPInsperity, Inc.COM3,351$29.9 萬0.1%歷史
SPXCSPX Technologies, Inc.COM2,320$29.9 萬0.1%歷史
CYTKCytokinetics IncCOM NEW7,372$29.6 萬0.1%歷史
PINSPinterest, Inc.CL A9,500$29.4 萬0.1%歷史
WWWWolverine World Wide IncCOM20,842$29.0 萬0.1%歷史
CHWYChewy, Inc.CL A8,632$28.1 萬0.1%歷史
TDGTransDigm Group INCCOM195$27.0 萬0.1%歷史
ALRMAlarm.com Holdings, Inc.COM4,830$26.9 萬0.1%歷史
MAMastercard IncStock481$26.4 萬0.1%歷史
PRGOPERRIGO Co plcSHS8,759$24.6 萬0.1%歷史
ANAutonation, Inc.COM1,494$24.2 萬0.1%歷史
CFRCullen/Frost Bankers, Inc.COM1,927$24.1 萬0.1%歷史
RPMRPM International IncCOM2,072$24.0 萬0.1%歷史
CHXChampionX CorpCOM7,827$23.3 萬0.1%歷史
SPHRSphere Entertainment Co.CL A7,126$23.3 萬0.1%歷史
PRKSUnited Parks & Resorts Inc.COM4,948$22.5 萬0.1%歷史
UMBFUmb Financial CorpCOM2,217$22.4 萬0.1%歷史
COTYCoty Inc.COM CL A40,084$21.9 萬0.1%歷史
BLBlackline, Inc.COM4,277$20.7 萬0.1%歷史
DDSDillard's, Inc.CL A577$20.7 萬0.1%歷史
GNRCGenerac Holdings Inc.Stock1,625$20.6 萬0.1%歷史
MGNIMagnite, Inc.COM17,835$20.3 萬0.1%歷史
IQVIQVIA Holdings Inc.Stock1,151$20.3 萬0.1%歷史
FSKFS KKR Capital CorpCOM9,585$20.1 萬0.1%歷史
KKellanovaStock2,292$18.9 萬0.1%歷史
WELLWelltower Inc.REIT1,226$18.8 萬0.1%歷史
GFSGLOBALFOUNDRIES Inc.Stock4,883$18.0 萬0.1%歷史