Bayforest Capital Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 19, 2025), Bayforest Capital Ltd reported 712 stock positions worth $229.6 million. Its top holding was Bloom Energy Class A (BE) at 0.9% of the portfolio, followed by Crown Castle (CCI, 0.8%) and Moelis Class A (MC, 0.8%). Compared with Q4 2024, it opened 254 new positions, sold out of 214, added to 340 and reduced 118. The biggest buy was a new position in Bloom Energy Class A (BE) and the biggest sale Booz Allen Hamilton (BAH, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002048423
- Portfolio Value
- $229.6M (Q1 2025)
- SEC Filing
- 0002048423-25-000006 ↗ filed May 19, 2025
Holdings Value
Holdings 712 stocks · $229.6M
| BE Bloom Energy Corp. Class A | 0.90% | 104,540 | $2.1M | New |
| CCI Crown Castle Inc. | 0.80% | 17,677 | $1.8M | Add +758.9% |
| MC Moelis & Co. Class A | 0.76% | 29,851 | $1.7M | Add +3395.4% |
| AGCO Agco Corp. | 0.71% | 17,693 | $1.6M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.70% | 24,337 | $1.6M | New |
| AG First Majestic Silver Corp. | 0.62% | 213,843 | $1.4M | Add +1978.6% |
| PLTR Palantir Technologies Inc. Class A | 0.60% | 16,452 | $1.4M | Add +264.3% |
| AFRM Affirm Holdings Inc. | 0.59% | 29,963 | $1.4M | Add +695.8% |
| CI The Cigna Group | 0.59% | 4,112 | $1.4M | New |
| AVT Avnet Inc. | 0.57% | 27,247 | $1.3M | Add +294.5% |
| DECK Deckers Outdoor Corp. | 0.57% | 11,609 | $1.3M | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.56% | 18,196 | $1.3M | Add +2129.9% |
| AMR Alpha Metallurgical Resource | 0.56% | 10,308 | $1.3M | Add +290.2% |
| ELS Equity Lifestyle Properties | 0.56% | 19,284 | $1.3M | Add +810.9% |
| PTON Peloton Interactive Inc. Class A | 0.55% | 198,790 | $1.3M | Add +1811.3% |
| ACMR Acm Research Inc. Class A | 0.54% | 52,804 | $1.2M | New |
| RIVN Rivian Automotive Inc. Class A | 0.54% | 98,749 | $1.2M | New |
| HR Healthcare Realty Trust Inc. | 0.52% | 71,111 | $1.2M | Add +262.0% |
| SPOT Spotify Technology SA | 0.52% | 2,153 | $1.2M | Add +163.2% |
| HUM Humana Inc. | 0.51% | 4,416 | $1.2M | Add +803.1% |
| APLS Apellis Pharmaceuticals Inc. | 0.50% | 52,338 | $1.1M | Add +431.9% |
| HE Hawaiian Electric Inds | 0.50% | 104,303 | $1.1M | Add +335.4% |
| SONO Sonos Inc. | 0.50% | 107,003 | $1.1M | New |
| JBTM JBT Marel Corp. | 0.49% | 9,199 | $1.1M | Add +991.2% |
| DLTR Dollar Tree Inc. | 0.49% | 14,927 | $1.1M | Add +309.2% |
| SIG Signet Jewelers Ltd. | 0.48% | 18,868 | $1.1M | New |
| FIVE Five Below | 0.46% | 14,198 | $1.1M | New |
| TRUP Trupanion Inc. | 0.46% | 28,457 | $1.1M | Add +627.4% |
| CVI CVR Energy Inc. | 0.46% | 53,937 | $1.0M | New |
| PTEN Patterson-Uti Energy Inc. | 0.45% | 126,477 | $1.0M | Add +416.3% |
| TNET Trinet Group Inc. | 0.45% | 13,001 | $1.0M | Add +543.3% |
| INFY Infosys Ltd.-SP ADR | 0.44% | 55,746 | $1.0M | Add +290.1% |
| SGRY Surgery Partners Inc. | 0.44% | 42,803 | $1.0M | New |
| BMY Bristol-Myers Squibb Co. | 0.44% | 16,656 | $1.0M | Add +125.7% |
| TOST Toast Inc. Class A | 0.44% | 30,116 | $999K | Add +213.8% |
| BBY Best Buy Co. Inc. | 0.43% | 13,451 | $990K | New |
| HLI Houlihan Lokey Inc. | 0.43% | 6,115 | $988K | Add +141.9% |
| TPH Tri Pointe Homes Inc. | 0.43% | 30,660 | $979K | Add +1799.6% |
| ESTC Elastic NV | 0.42% | 10,902 | $971K | Add +542.8% |
| BILI Bilibili Inc.-Sponsored ADR | 0.42% | 50,610 | $967K | Add +314.2% |
| FLR Fluor Corp. | 0.41% | 26,589 | $952K | Add +140.6% |
| DAR Darling Ingredients Inc. | 0.41% | 29,869 | $933K | Add +356.6% |
| BLMN Bloomin' Brands Inc. | 0.41% | 130,071 | $933K | New |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.41% | 120,181 | $933K | Add +14.6% |
| EXEL Exelixis Inc. | 0.41% | 25,240 | $932K | New |
| TME Tencent Music Entertainm-ADR | 0.40% | 64,459 | $929K | Add +162.2% |
| SEDG Solaredge Technologies Inc. | 0.40% | 57,036 | $923K | Add +367.3% |
| UPS United Parcel Service Class B | 0.40% | 8,327 | $916K | Add +1539.2% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.40% | 27,421 | $908K | New |
| DUK Duke Energy Corp. | 0.39% | 7,343 | $896K | Add +9314.1% |
| EAT Brinker International Inc. | 0.39% | 5,991 | $893K | Add +694.6% |
| COMP Compass Inc. Class A | 0.39% | 101,909 | $890K | Add +307.6% |
| FMC FMC Corp. | 0.38% | 20,933 | $883K | Add +19282.4% |
| INSP Inspire Medical Systems Inc. | 0.38% | 5,491 | $875K | Add +2465.9% |
| DKNG Draftkings Inc. Class A | 0.37% | 25,722 | $854K | New |
| RRR Red Rock Resorts Inc. Class A | 0.37% | 19,366 | $840K | Add +1011.1% |
| EME Emcor Group Inc. | 0.36% | 2,265 | $837K | Add +92.3% |
| GTLB Gitlab Inc. Class A | 0.36% | 17,659 | $830K | New |
| CNXC Concentrix Corp. | 0.35% | 14,619 | $813K | New |
| VSXY Victoria's Secret & Co. | 0.35% | 43,747 | $813K | New |
| WERN Werner Enterprises Inc. | 0.35% | 27,708 | $812K | Add +1687.6% |
| CORT Corcept Therapeutics Inc. | 0.35% | 7,098 | $811K | Add +422.3% |
| UHS Universal Health Services-B | 0.35% | 4,302 | $808K | Add +2768.0% |
| AES AES Corp. | 0.35% | 65,034 | $808K | Add +1976.4% |
| ENPH Enphase Energy Inc. | 0.35% | 12,985 | $806K | Add +139.8% |
| AMED Amedisys Inc. | 0.35% | 8,619 | $798K | Add +238.3% |
| AMG Affiliated Managers Group | 0.34% | 4,710 | $791K | Add +632.5% |
| ALB Albemarle Corp. | 0.34% | 10,912 | $786K | Add +455.9% |
| SEIC Sei Investments Company | 0.34% | 10,021 | $778K | Add +166.8% |
| ONB Old National Bancorp | 0.34% | 36,426 | $772K | Add +1524.7% |
| PAGP Plains GP Holdings LP | 0.34% | 36,053 | $770K | Add +92.2% |
| CNX CNX Resources Corp. | 0.33% | 23,899 | $752K | Add +516.9% |
| MTZ Mastec Inc. | 0.33% | 6,419 | $749K | Add +294.3% |
| NVST Envista Holdings Corp. | 0.32% | 42,982 | $742K | Add +956.9% |
| NOV Nov Inc. | 0.32% | 48,041 | $731K | Add +197.1% |
| MKTX Marketaxess Holdings Inc. | 0.32% | 3,362 | $727K | Add +6904.2% |
| FICO Fair Isaac Corp. | 0.32% | 393 | $725K | Add +417.1% |
| MAT Mattel Inc. | 0.32% | 37,300 | $725K | New |
| HSY The Hershey Co. | 0.31% | 4,220 | $722K | Add +401.2% |
| OVV Ovintiv Inc. | 0.31% | 16,849 | $721K | Add +2820.1% |
| FAF First American Financial | 0.31% | 10,980 | $721K | New |
| M Macy's Inc. | 0.31% | 57,345 | $720K | New |
| VC Visteon Corp. | 0.31% | 9,171 | $712K | New |
| SIGI Selective Insurance Group | 0.31% | 7,672 | $702K | New |
| CPT Camden Property Trust | 0.31% | 5,737 | $702K | Add +114.0% |
| CPRI Capri Holdings Ltd. | 0.30% | 35,330 | $697K | Add +569.1% |
| GVA Granite Construction Inc. | 0.30% | 9,212 | $695K | Add +208.6% |
| SNAP Snap Inc. Class A | 0.30% | 79,625 | $694K | New |
| WSO Watsco Inc. | 0.30% | 1,362 | $692K | Add +479.6% |
| SPR Spirit Aerosystems Hold Class A | 0.30% | 20,075 | $692K | New |
| OSK Oshkosh Corp. | 0.30% | 7,338 | $690K | New |
| RJF Raymond James Financial Inc. | 0.30% | 4,960 | $689K | Add +242.3% |
| JNJ Johnson & Johnson | 0.30% | 4,148 | $688K | Add +289.1% |
| CAR Avis Budget Group Inc. | 0.30% | 9,028 | $685K | Add +193.2% |
| THG Hanover Insurance Group Inc./ | 0.30% | 3,926 | $683K | Add +881.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.30% | 14,296 | $678K | Add +2005.5% |
| CRUS Cirrus Logic Inc. | 0.29% | 6,743 | $672K | Add +923.2% |
| XP XP Inc. Class A | 0.29% | 48,763 | $670K | Add +502.5% |
| ULTA Ulta Beauty Inc. | 0.29% | 1,788 | $655K | New |
| CELH Celsius Holdings Inc. | 0.28% | 18,174 | $647K | New |
Portfolio Sells Q4 2024 → Q1 2025
| BAH Booz Allen Hamilton Holdings | Reduce -9.7% | 0.15% | −0.44 |
| AAP Advance Auto Parts Inc. | Reduce -92.5% | 0.01% | −0.43 |
| KTB Kontoor Brands Inc. | Reduce -29.2% | 0.10% | −0.43 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.40 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.40 |
| APP AppLovin Corp. Class A | Reduce -96.5% | 0.00% | −0.38 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.38 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −0.37 |
| LOW Lowe's Cos Inc. | Reduce -50.4% | 0.07% | −0.36 |
| NVS Novartis AG-Sponsored ADR | Reduce -77.0% | 0.04% | −0.36 |
| ARMK Aramark | Sold out | 0.00% | −0.36 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.36 |
| TTC Toro Co. | Reduce -76.6% | 0.03% | −0.35 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.35 |
| POOL Pool Corp. | Reduce -34.3% | 0.09% | −0.35 |
| WBA Walgreens Boots Alliance Inc. | Reduce -92.3% | 0.01% | −0.34 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.33 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.33 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.33 |
| DE Deere & Co. | Reduce -29.2% | 0.12% | −0.33 |
| CBT Cabot Corp. | Reduce -54.1% | 0.05% | −0.32 |
| SUI Sun Communities Inc. | Reduce -95.8% | 0.01% | −0.32 |
| BPMC Blueprint Medicines Corp. | Reduce -99.5% | 0.00% | −0.31 |
| ACAD Acadia Pharmaceuticals Inc. | Reduce -25.3% | 0.09% | −0.31 |
| TT Trane Technologies PLC | Reduce -65.0% | 0.04% | −0.31 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.31 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.31 |
| SHOP Shopify Inc. Class A | Reduce -83.3% | 0.02% | −0.30 |
| INGR Ingredion Inc. | Reduce -40.2% | 0.08% | −0.30 |
| QFIN Qfin Holdings Inc.-ADR | Reduce -84.7% | 0.02% | −0.30 |
| SLAB Silicon Laboratories Inc. | Reduce -20.1% | 0.10% | −0.29 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.29 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.29 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.29 |
| WEN The Wendy's Co. | Reduce -51.5% | 0.05% | −0.29 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.29 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.29 |
| ADP Automatic Data Processing | Reduce -96.2% | 0.00% | −0.28 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.28 |
| JCI Johnson Controls Internation | Reduce -77.7% | 0.02% | −0.28 |
| DINO HF Sinclair Corp. | Reduce -73.7% | 0.03% | −0.28 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.28 |
| DPZ Domino's Pizza Inc. | Reduce -93.9% | 0.01% | −0.28 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.27 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.27 |
| OSCR Oscar Health Inc. Class A | Reduce -60.7% | 0.04% | −0.27 |
| RXRX Recursion Pharmaceuticals-A | Sold out | 0.00% | −0.27 |
| QTWO Q2 Holdings Inc. | Sold out | 0.00% | −0.26 |
| GH Guardant Health Inc. | Reduce -96.9% | 0.00% | −0.26 |
| LI Li Auto Inc. - ADR | Reduce -76.6% | 0.02% | −0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| BE Bloom Energy Corp. Class A | New | 0.90% | +0.90 |
| AGCO Agco Corp. | New | 0.71% | +0.71 |
| EL Estee Lauder Companies Class A | New | 0.70% | +0.70 |
| MC Moelis & Co. Class A | Add +3395.4% | 0.76% | +0.68 |
| CI The Cigna Group | New | 0.59% | +0.59 |
| CCI Crown Castle Inc. | Add +758.9% | 0.80% | +0.57 |
| DECK Deckers Outdoor Corp. | New | 0.57% | +0.57 |
| AG First Majestic Silver Corp. | Add +1978.6% | 0.62% | +0.55 |
| ACMR Acm Research Inc. Class A | New | 0.54% | +0.54 |
| RIVN Rivian Automotive Inc. Class A | New | 0.54% | +0.54 |
| WRB WR Berkley Corp. | Add +2129.9% | 0.56% | +0.50 |
| SONO Sonos Inc. | New | 0.50% | +0.50 |
| SIG Signet Jewelers Ltd. | New | 0.48% | +0.48 |
| FIVE Five Below | New | 0.46% | +0.46 |
| CVI CVR Energy Inc. | New | 0.46% | +0.46 |
| SGRY Surgery Partners Inc. | New | 0.44% | +0.44 |
| PTON Peloton Interactive Inc. Class A | Add +1811.3% | 0.55% | +0.43 |
| BBY Best Buy Co. Inc. | New | 0.43% | +0.43 |
| BLMN Bloomin' Brands Inc. | New | 0.41% | +0.41 |
| EXEL Exelixis Inc. | New | 0.41% | +0.41 |
| YETI Yeti Holdings Inc. | New | 0.40% | +0.40 |
| ELS Equity Lifestyle Properties | Add +810.9% | 0.56% | +0.38 |
| DUK Duke Energy Corp. | Add +9314.1% | 0.39% | +0.38 |
| FMC FMC Corp. | Add +19282.4% | 0.38% | +0.38 |
| DKNG Draftkings Inc. Class A | New | 0.37% | +0.37 |
| GTLB Gitlab Inc. Class A | New | 0.36% | +0.36 |
| JBTM JBT Marel Corp. | Add +991.2% | 0.49% | +0.36 |
| CNXC Concentrix Corp. | New | 0.35% | +0.35 |
| VSXY Victoria's Secret & Co. | New | 0.35% | +0.35 |
| HUM Humana Inc. | Add +803.1% | 0.51% | +0.35 |
| TPH Tri Pointe Homes Inc. | Add +1799.6% | 0.43% | +0.35 |
| INSP Inspire Medical Systems Inc. | Add +2465.9% | 0.38% | +0.33 |
| UPS United Parcel Service Class B | Add +1539.2% | 0.40% | +0.32 |
| UHS Universal Health Services-B | Add +2768.0% | 0.35% | +0.32 |
| MAT Mattel Inc. | New | 0.32% | +0.32 |
| FAF First American Financial | New | 0.31% | +0.31 |
| M Macy's Inc. | New | 0.31% | +0.31 |
| VC Visteon Corp. | New | 0.31% | +0.31 |
| SIGI Selective Insurance Group | New | 0.31% | +0.31 |
| MKTX Marketaxess Holdings Inc. | Add +6904.2% | 0.32% | +0.30 |
| AFRM Affirm Holdings Inc. | Add +695.8% | 0.59% | +0.30 |
| SNAP Snap Inc. Class A | New | 0.30% | +0.30 |
| AES AES Corp. | Add +1976.4% | 0.35% | +0.30 |
| SPR Spirit Aerosystems Hold Class A | New | 0.30% | +0.30 |
| OSK Oshkosh Corp. | New | 0.30% | +0.30 |
| ULTA Ulta Beauty Inc. | New | 0.29% | +0.29 |
| OVV Ovintiv Inc. | Add +2820.1% | 0.31% | +0.28 |
| WERN Werner Enterprises Inc. | Add +1687.6% | 0.35% | +0.28 |
| CELH Celsius Holdings Inc. | New | 0.28% | +0.28 |
| LRN Stride Inc. | New | 0.28% | +0.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 917 | $108.2M | SLDE, ARE, PRM, NTAP, TALO |
| Q1 2026 | 879 | $89.3M | DKNG, APGE, SNDK, PIPR, RUSHA |
| Q4 2025 | 778 | $134.2M | SWX, NYT, BBY, ERIC, FSLR |
| Q3 2025 | 717 | $210.3M | SEDG, PTON, CCI, MRCY, CRUS |
| Q2 2025 | 712 | $228.9M | SEDG, CCI, SCI, UGI, DLTR |
| Q1 2025Amended | 712 | $229.6M | BE, CCI, MC, AGCO, EL |
| Q4 2024 | 672 | $79.8M | ERIC, LII, FLR, EME, AMR |