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Bayforest Capital Ltd

SEC CIK
0002048423
最新申報
2026/8/5

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/5 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
917
較 2026 年第 1 季 +38
總值
$1.08 億
較 2026 年第 1 季 +$1,888 萬 (+21.1%)
申報日
2026/8/5
SEC
Bayforest Capital Ltd 在 2026 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
SLDESlide Insurance Holdings, Inc.COM35,302$68.4 萬0.6%+35,302新進歷史
AREAlexandria Real Estate Equities, Inc.COM10,563$55.8 萬0.5%+10,416+7,085.7%加碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK14,719$52.5 萬0.5%+12,845+685.4%加碼歷史
NTAPNetApp, Inc.Stock3,094$47.9 萬0.4%+2,498+419.1%加碼歷史
TALOTalos Energy Inc.COM36,748$47.4 萬0.4%+36,140+5,944.1%加碼歷史
ABGAsbury Automotive Group IncCOM2,326$46.8 萬0.4%+2,205+1,822.3%加碼歷史
AIC3.ai, Inc.Stock51,203$46.5 萬0.4%+47,471+1,272.0%加碼歷史
SEDGSolaredge Technologies, Inc.COM7,680$44.9 萬0.4%+1,235+19.2%加碼歷史
HNGEHinge Health, Inc.CL A5,364$44.5 萬0.4%+1,017+23.4%加碼歷史
MRPMillrose Properties, Inc.COM CL A14,763$44.4 萬0.4%+6,784+85.0%加碼歷史
CHRDChord Energy CorpCOM NEW3,804$43.5 萬0.4%+2,571+208.5%加碼歷史
GOLDGold.com, Inc.COM10,219$42.5 萬0.4%+10,219新進歷史
BANDBandwidth Inc.COM CL A6,656$42.1 萬0.4%+6,656新進歷史
PRGOPERRIGO Co plcSHS39,667$41.2 萬0.4%+37,967+2,233.4%加碼歷史
NOGNorthern Oil & Gas, Inc.COM22,327$40.5 萬0.4%+18,878+547.3%加碼歷史
GAPGap IncCOM21,475$40.1 萬0.4%+21,280+10,912.8%加碼歷史
CFGCitizens Financial Group IncCOM5,647$39.6 萬0.4%+5,647新進歷史
RCUSArcus Biosciences, Inc.COM12,709$39.2 萬0.4%+3,942+45.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW3,170$39.1 萬0.4%+3,170新進歷史
CNHCNH Industrial N.V.SHS34,632$38.9 萬0.4%+31,423+979.2%加碼歷史
BKDBrookdale Senior Living Inc.COM23,887$38.4 萬0.4%+15,990+202.5%加碼歷史
ONDSOndas Inc.COM NEW46,618$38.4 萬0.4%+38,515+475.3%加碼歷史
TROXTronox Holdings plcSHS60,552$38.1 萬0.4%+60,552新進歷史
XMTRXometry, Inc.CLASS A COM3,951$38.1 萬0.4%−3,861−49.4%減碼歷史
ENVAEnova International, Inc.COM1,561$37.6 萬0.3%+564+56.6%加碼歷史
JXNJackson Financial Inc.COM CL A3,642$37.3 萬0.3%+3,393+1,362.7%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT17,747$37.1 萬0.3%+16,255+1,089.5%加碼歷史
BEAMBeam Therapeutics Inc.COM10,740$36.9 萬0.3%+10,740新進歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW27,656$36.8 萬0.3%+27,656新進歷史
PFGPrincipal Financial Group IncCOM3,406$36.7 萬0.3%+3,350+5,982.1%加碼歷史
PAGSPagSeguro Digital Ltd.COM CL A40,237$36.4 萬0.3%+27,196+208.5%加碼歷史
IRMIron Mountain IncCOM2,882$36.4 萬0.3%+406+16.4%加碼歷史
PHINPhinia Inc.COMMON STOCK4,419$36.4 萬0.3%+4,419新進歷史
NBISNebius Group N.V.Stock1,316$36.3 萬0.3%+1,316新進歷史
VRDNViridian Therapeutics, Inc.COM19,775$36.3 萬0.3%+19,775新進歷史
TMOThermo Fisher Scientific Inc.Stock721$36.1 萬0.3%+628+675.3%加碼歷史
GFFGriffon CorpCOM3,669$35.8 萬0.3%+3,377+1,156.5%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,570$35.6 萬0.3%+1,360+647.6%加碼歷史
APGEApogee Therapeutics, Inc.COM2,674$35.5 萬0.3%−3,389−55.9%減碼歷史
LAURLaureate Education, Inc.COMMON STOCK9,762$35.5 萬0.3%+9,212+1,674.9%加碼歷史
VSTVistra Corp.Stock2,180$34.6 萬0.3%+2,180新進歷史
VEEVVeeva Systems IncStock1,943$34.5 萬0.3%+1,943新進歷史
SAICScience Applications International CorpCOM3,094$34.2 萬0.3%+3,094新進歷史
COCOVita Coco Company, Inc.COM5,158$34.1 萬0.3%+5,158新進歷史
EXCExelon CorpStock7,240$33.8 萬0.3%+5,418+297.4%加碼歷史
AESAES CorpStock22,991$33.7 萬0.3%+8,914+63.3%加碼歷史
KBRKBR, Inc.COM9,691$33.5 萬0.3%+5,707+143.2%加碼歷史
CBRLCracker Barrel Old Country Store, IncCOM6,256$33.3 萬0.3%+2,313+58.7%加碼歷史
DXCDXC Technology CoStock37,498$33.2 萬0.3%+36,472+3,554.8%加碼歷史
PTGXProtagonist Therapeutics, IncCOM2,675$32.8 萬0.3%+2,675新進歷史
IPGPIpg Photonics CorpCOM2,781$32.6 萬0.3%+2,781新進歷史
GPREGreen Plains Inc.COM21,154$32.5 萬0.3%+21,154新進歷史
KMXCarMax IncCOM6,143$32.5 萬0.3%+5,870+2,150.2%加碼歷史
BKNGBooking Holdings Inc.Stock1,816$32.4 萬0.3%+1,816新進歷史
MRXMarex Group LtdORD5,253$32.0 萬0.3%+5,253新進歷史
WSTWest Pharmaceutical Services IncCOM883$31.7 萬0.3%+706+398.9%加碼歷史
PEBPebblebrook Hotel TrustCOM16,307$31.7 萬0.3%−4,476−21.5%減碼歷史
MEDPMedpace Holdings, Inc.COM595$31.5 萬0.3%−36−5.7%減碼歷史
COFCapital One Financial CorpStock1,560$31.3 萬0.3%+1,369+716.8%加碼歷史
ENSEnerSysCOM1,337$31.3 萬0.3%+809+153.2%加碼歷史
ZBRAZebra Technologies CorpCL A1,180$31.1 萬0.3%+1,180新進歷史
WULFTerawulf Inc.COM12,502$30.9 萬0.3%+12,502新進歷史
HRBH&R Block IncCOM8,109$30.9 萬0.3%+8,109新進歷史
SEZLSezzle Inc.COM1,798$30.9 萬0.3%−1,548−46.3%減碼歷史
CATCaterpillar IncStock289$30.8 萬0.3%+196+210.8%加碼歷史
TEAMAtlassian CorpCL A3,909$30.4 萬0.3%+3,909新進歷史
ONTOOnto Innovation Inc.COM803$30.4 萬0.3%+646+411.5%加碼歷史
FUNSix Flags Entertainment CorporationCOM14,242$30.3 萬0.3%+14,242新進歷史
OIO-I Glass, Inc.COM31,339$30.2 萬0.3%+15,925+103.3%加碼歷史
TTCToro CoCOM3,095$30.2 萬0.3%+1,231+66.0%加碼歷史
MSAMSA Safety IncCOM1,712$29.9 萬0.3%+1,308+323.8%加碼歷史
TELTE Connectivity plcStock1,465$29.5 萬0.3%+636+76.7%加碼歷史
DNLIDenali Therapeutics Inc.COM11,437$29.4 萬0.3%+11,370+16,970.1%加碼歷史
TPRTapestry, Inc.COM2,009$29.4 萬0.3%+520+34.9%加碼歷史
PWRQuanta Services, Inc.COM407$29.3 萬0.3%+145+55.3%加碼歷史
SNDRSchneider National, Inc.CL B8,017$29.3 萬0.3%+7,953+12,426.6%加碼歷史
FFord Motor CoStock20,888$29.0 萬0.3%+20,888新進歷史
WVEWave Life Sciences, Inc.SHS48,854$28.4 萬0.3%+48,854新進歷史
QLYSQualys, Inc.COM2,058$28.3 萬0.3%+2,058新進歷史
DRSLeonardo DRS, Inc.Stock6,618$28.2 萬0.3%+5,098+335.4%加碼歷史
MRCYMercury Systems IncCOM2,293$28.1 萬0.3%+1,256+121.1%加碼歷史
BCRXBiocryst Pharmaceuticals IncCOM27,728$27.7 萬0.3%+27,725+924,166.7%加碼歷史
VTRSViatris IncStock17,424$27.7 萬0.3%+17,424新進歷史
PARPar Technology CorpCOM15,711$27.4 萬0.3%+4,885+45.1%加碼歷史
CAHCardinal Health IncStock1,151$27.3 萬0.3%−190−14.2%減碼歷史
AMPAmeriprise Financial IncCOM596$27.3 萬0.3%+596新進歷史
HLITHarmonic Inc.COM16,733$27.3 萬0.3%+16,733新進歷史
LEALear CorpCOM NEW2,029$27.2 萬0.3%+1,286+173.1%加碼歷史
GTGoodyear Tire & Rubber CoCOM41,192$27.2 萬0.3%−2,288−5.3%減碼歷史
DOCHealthpeak Properties, Inc.COM12,627$27.0 萬0.2%−1,559−11.0%減碼歷史
TIGOMillicom International Cellular SACOM STK2,977$27.0 萬0.2%+2,977新進歷史
ARWRArrowhead Pharmaceuticals, Inc.COM3,311$27.0 萬0.2%+3,074+1,297.0%加碼歷史
ABRArbor Realty Trust IncCOM49,668$26.9 萬0.2%+47,354+2,046.4%加碼歷史
CNXCConcentrix CorpStock11,892$26.6 萬0.2%+5,418+83.7%加碼歷史
SAMBoston Beer Co IncCL A1,505$26.6 萬0.2%+1,505新進歷史
HALHalliburton CoStock7,753$26.3 萬0.2%+7,753新進歷史
LMNDLemonade, Inc.Stock4,045$26.3 萬0.2%+4,045新進歷史
CNCCentene CorpStock4,080$26.2 萬0.2%−2,832−41.0%減碼歷史
PVHPVH Corp.COM3,517$26.1 萬0.2%+3,517新進歷史
UALUnited Airlines Holdings, Inc.COM1,912$26.0 萬0.2%+1,912新進歷史

2026 年第 1 季之後清倉(334 檔)

2026 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 334 檔。

Bayforest Capital Ltd 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
NTRSNorthern Trust CorpCOM3,165$44.2 萬0.5%歷史
SONYSony Group CorpSPONSORED ADR20,350$42.1 萬0.5%歷史
GRALGRAIL, Inc.COM7,262$37.5 萬0.4%歷史
PYPLPayPal Holdings, Inc.Stock7,703$34.8 萬0.4%歷史
PORPortland General Electric CoCOM NEW6,345$33.5 萬0.4%歷史
ABMAbm Industries IncCOM8,681$33.4 萬0.4%歷史
HRHealthcare Realty Trust IncCL A COM17,961$30.5 萬0.3%歷史
NSPInsperity, Inc.COM11,054$29.9 萬0.3%歷史
GEGeneral Electric CoStock1,046$29.7 萬0.3%歷史
GMEGameStop Corp.Stock12,737$29.3 萬0.3%歷史
AEEAmeren CorpCOM2,661$29.2 萬0.3%歷史
ANABAnaptysbio, IncCOM5,244$29.1 萬0.3%歷史
PGNYProgyny, Inc.COM16,969$28.8 萬0.3%歷史
MTZMastec IncCOM893$28.7 萬0.3%歷史
MCMoelis & CoCL A4,872$27.8 萬0.3%歷史
BNYBank of New York Mellon CorpStock2,335$27.7 萬0.3%歷史
HUMHumana IncStock1,524$26.4 萬0.3%歷史
BOKFBok Financial CorpCOM NEW1,971$25.2 萬0.3%歷史
SNXTD Synnex CorpCOM1,439$24.3 萬0.3%歷史
APPNAppian CorpCL A9,868$23.8 萬0.3%歷史
IPARInterparfums IncCOM2,561$23.3 萬0.3%歷史
CDECoeur Mining, Inc.COM NEW12,273$23.0 萬0.3%歷史
QSQuantumScape CorpCOM CL A35,165$22.4 萬0.3%歷史
WSFSWSFS Financial CorpCOM3,363$22.0 萬0.2%歷史
SONOSonos IncCOM16,285$21.8 萬0.2%歷史
SPOTSpotify Technology S.A.Stock449$21.8 萬0.2%歷史
PEGAPegasystems IncCOM5,115$21.8 萬0.2%歷史
TSLATesla, Inc.Stock585$21.7 萬0.2%歷史
PUMPProPetro Holding Corp.COM14,918$21.5 萬0.2%歷史
CGONCG Oncology, Inc.COM3,104$21.0 萬0.2%歷史
VMCVulcan Materials COCOM767$20.9 萬0.2%歷史
LNCLincoln National CorpCOM5,743$20.4 萬0.2%歷史
DXDynex Capital IncCOM15,964$20.4 萬0.2%歷史
CWCurtiss Wright CorpStock298$20.3 萬0.2%歷史
LOPEGrand Canyon Education, Inc.COM1,190$20.2 萬0.2%歷史
GLBEGlobal-E Online Ltd.SHS6,513$20.1 萬0.2%歷史
SMCISuper Micro Computer, Inc.Stock8,779$20.0 萬0.2%歷史
LEUCentrus Energy CorpStock1,140$19.8 萬0.2%歷史
HURNHuron Consulting Group Inc.Stock1,550$19.8 萬0.2%歷史
CPTCamden Property TrustREIT1,988$19.4 萬0.2%歷史
AMPXAmprius Technologies, Inc.COMMON STOCK11,477$19.4 萬0.2%歷史
BROSDutch Bros Inc.CL A3,802$19.3 萬0.2%歷史
SLGNSilgan Holdings IncCOM4,888$19.0 萬0.2%歷史
HUBSHubSpot IncCOM774$18.9 萬0.2%歷史
DUKDuke Energy CORPStock1,419$18.6 萬0.2%歷史
RVMDRevolution Medicines, Inc.COM1,905$18.5 萬0.2%歷史
UUnity Software Inc.COM8,245$18.1 萬0.2%歷史
CFRCullen/Frost Bankers, Inc.COM1,319$18.1 萬0.2%歷史
PSXPhillips 66Stock988$18.0 萬0.2%歷史
DVADavita Inc.COM1,158$17.8 萬0.2%歷史
HRLHormel Foods CorpCOM7,735$17.5 萬0.2%歷史
AMGAffiliated Managers Group, Inc.Stock633$17.5 萬0.2%歷史
APGAPi Group CorpCOM STK4,315$17.5 萬0.2%歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A7,193$17.5 萬0.2%歷史
GDDYGoDaddy Inc.CL A2,046$16.9 萬0.2%歷史
AMDAdvanced Micro Devices IncStock816$16.6 萬0.2%歷史
VRTVertiv Holdings CoCOM CL A661$16.6 萬0.2%歷史
VVisa Inc.Stock544$16.4 萬0.2%歷史
SCCOSouthern Copper CorpStock955$16.4 萬0.2%歷史
KFYKorn FerryCOM NEW2,610$16.4 萬0.2%歷史
WWWWolverine World Wide IncCOM9,934$16.2 萬0.2%歷史
SITMSITIME CorpCOM468$16.2 萬0.2%歷史
EXLSExlService Holdings, Inc.COM5,289$16.1 萬0.2%歷史
OKLOOklo Inc.COM CL A3,233$16.0 萬0.2%歷史
RSIRush Street Interactive, Inc.COM7,320$15.9 萬0.2%歷史
CORZCore Scientific, Inc.COM10,637$15.9 萬0.2%歷史
EBCEastern Bankshares, Inc.COM8,114$15.9 萬0.2%歷史
MGNIMagnite, Inc.COM13,225$15.7 萬0.2%歷史
CCICrown Castle Inc.REIT1,913$15.6 萬0.2%歷史
QUREuniQure N.V.SHS9,499$15.5 萬0.2%歷史
IBKRInteractive Brokers Group, Inc.Stock2,314$15.5 萬0.2%歷史
JHGJanus Henderson Group Ltd.ORD SHS2,931$15.1 萬0.2%歷史
AGOAssured Guaranty LtdCOM1,833$14.9 萬0.2%歷史
LENLennar CorpCL A1,699$14.8 萬0.2%歷史
EWEdwards Lifesciences CorpStock1,842$14.8 萬0.2%歷史
ONOn Semiconductor CorpStock2,355$14.6 萬0.2%歷史
ABBVAbbVie Inc.Stock665$14.5 萬0.2%歷史
NEOGNeogen CorpCOM15,563$14.5 萬0.2%歷史
MSGSMadison Square Garden Sports Corp.CL A447$14.4 萬0.2%歷史
DDDuPont de Nemours, Inc.COM3,131$14.3 萬0.2%歷史
HSYHershey CoCOM688$14.3 萬0.2%歷史
TOSTToast, Inc.Stock5,355$14.2 萬0.2%歷史
NXTNextpower Inc.Stock1,142$13.8 萬0.2%歷史
RSGRepublic Services, Inc.COM627$13.7 萬0.2%歷史
TYLTyler Technologies IncCOM399$13.7 萬0.2%歷史
AONAon plcCL A423$13.7 萬0.2%歷史
EXELExelixis, Inc.COM3,153$13.5 萬0.2%歷史
OTISOtis Worldwide CorpStock1,712$13.2 萬0.1%歷史
AVPTAvePoint, Inc.COM CL A13,862$13.2 萬0.1%歷史
MTCHMatch Group, Inc.COM4,235$13.0 萬0.1%歷史
VSECVse CorpCOM699$12.9 萬0.1%歷史
TRIThomson Reuters CorpCOM NO PAR1,432$12.9 萬0.1%歷史
RDNTRadNet, Inc.COM2,280$12.7 萬0.1%歷史
VICRVicor CorpCOM781$12.6 萬0.1%歷史
KTBKontoor Brands, Inc.Stock1,788$12.6 萬0.1%歷史
IBPInstalled Building Products, Inc.COM473$12.5 萬0.1%歷史
NVRNVR IncCOM19$12.5 萬0.1%歷史
VLOValero Energy CorpStock500$12.4 萬0.1%歷史
URBNUrban Outfitters IncCOM1,926$12.2 萬0.1%歷史
NCNOnCino, Inc.COM8,142$12.2 萬0.1%歷史