Bayforest Capital Ltd 13F Holdings

CIK 0002048423 · LONDON, X0

As of Sep 30, 2025, Bayforest Capital Ltd reported 717 positions worth 27.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SOLAREDGE TECHNOLOGIES INCSEDGTechnology40,697 .5M1.18%
PELOTON INTERACTIVE INCPTONConsumer Cyclical148,172 .3M1.04%
CROWN CASTLE INCCCIReal Estate13,415 .3M1.01%
MERCURY SYSTEMS INCMRCYIndustrials15,515 .2M0.94%
CIRRUS LOGIC INCCRUSTechnology9,556 .2M0.94%
DOLLAR TREE INCDLTRConsumer Defensive12,396 .2M0.92%
HUMANA INCHUMHealthcare4,371 .1M0.89%
TRINET GROUP INCTNETIndustrials16,835 .1M0.88%
INTERDIGITAL INCIDCCCommunication Services3,132 .1M0.85%
CVR ENERGY INCCVIEnergy28,975 .1M0.83%
CELSIUS HOLDINGS INCCELHConsumer Defensive17,542 .0M0.79%
FRONTDOOR INCFTDRConsumer Cyclical14,908 .0M0.79%
IRHYTHM TECHNOLOGIES INCIRTCHealthcare5,808$998.9K0.78%
JACK HENRY & ASSOCIATES INCJKHYTechnology6,700$997.8K0.78%
KILROY REALTY CORPKRCReal Estate23,094$975.7K0.76%
SONOCO PRODUCTS COSONConsumer Cyclical22,622$974.8K0.76%
BREAD FINANCIAL HOLDINGS INCBFHFinancial Services17,425$971.8K0.76%
PORTLAND GENERAL ELECTRIC COPORUtilities22,072$971.2K0.76%
PTC INCPTCTechnology4,701$954.4K0.75%
LAM RESEARCH CORPLRCXTechnology7,049$943.9K0.74%
JBG SMITH PROPERTIESJBGSReal Estate42,232$939.7K0.74%
CONSTELLATION BRANDS INCSTZConsumer Defensive6,974$939.2K0.74%
BILIBILI INCBILICommunication Services33,427$939.0K0.73%
SUPER MICRO COMPUTER INCSMCITechnology19,295$925.0K0.72%
MASTEC INCMTZIndustrials4,312$917.6K0.72%