Bayforest Capital Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Bayforest Capital Ltd reported 712 stock positions worth $228.9 million. Its top holding was Solaredge Technologies (SEDG) at 0.8% of the portfolio, followed by Crown Castle (CCI, 0.7%) and Service Corp. International (SCI, 0.7%). Compared with Q1 2025, it opened 227 new positions, sold out of 227, added to 220 and reduced 265. The biggest buy was Service Corp. International (SCI, shares +1141%) and the biggest sale an exit from Bloom Energy Class A (BE).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002048423
- Portfolio Value
- $228.9M (Q2 2025)
- SEC Filing
- 0002048423-25-000008 ↗ filed Jul 28, 2025
Holdings Value
Holdings 712 stocks · $228.9M
| SEDG Solaredge Technologies Inc. | 0.76% | 85,461 | $1.7M | Add +49.8% |
| CCI Crown Castle Inc. | 0.75% | 16,638 | $1.7M | Reduce -5.9% |
| SCI Service Corp. International | 0.68% | 18,988 | $1.5M | Add +1141.0% |
| UGI Ugi Corp. | 0.64% | 40,413 | $1.5M | Add +134.1% |
| DLTR Dollar Tree Inc. | 0.63% | 14,619 | $1.4M | Reduce -2.1% |
| FIVE Five Below | 0.58% | 10,171 | $1.3M | Reduce -28.4% |
| ALB Albemarle Corp. | 0.58% | 21,048 | $1.3M | Add +92.9% |
| PII Polaris Inc. | 0.56% | 31,687 | $1.3M | Add +305.8% |
| PTON Peloton Interactive Inc. Class A | 0.55% | 181,997 | $1.3M | Reduce -8.4% |
| CHTR Charter Communications Inc. Class A | 0.55% | 3,067 | $1.3M | New |
| AVT Avnet Inc. | 0.55% | 23,517 | $1.2M | Reduce -13.7% |
| TNET Trinet Group Inc. | 0.54% | 16,991 | $1.2M | Add +30.7% |
| HOG Harley-Davidson Inc. | 0.53% | 51,613 | $1.2M | New |
| GME Gamestop Corp. Class A | 0.52% | 48,936 | $1.2M | Add +221.7% |
| FTI Technipfmc PLC | 0.52% | 34,463 | $1.2M | New |
| KTB Kontoor Brands Inc. | 0.52% | 17,905 | $1.2M | Add +413.5% |
| BILI Bilibili Inc.-Sponsored ADR | 0.51% | 54,446 | $1.2M | Add +7.6% |
| SMG Scotts Miracle-Gro Co. | 0.51% | 17,537 | $1.2M | New |
| DG Dollar General Corp. | 0.50% | 10,071 | $1.2M | Add +81.4% |
| MASI Masimo Corp. | 0.49% | 6,705 | $1.1M | New |
| FTDR Frontdoor Inc. | 0.49% | 18,965 | $1.1M | New |
| KEYS Keysight Technologies Inc. | 0.49% | 6,789 | $1.1M | Add +107.4% |
| SLAB Silicon Laboratories Inc. | 0.49% | 7,542 | $1.1M | Add +276.5% |
| ESNT Essent Group Ltd. | 0.48% | 18,096 | $1.1M | Add +75.2% |
| TXG 10X Genomics Inc. Class A | 0.48% | 94,864 | $1.1M | Add +271.2% |
| ATKR Atkore Inc. | 0.47% | 15,346 | $1.1M | New |
| SFM Sprouts Farmers Market Inc. | 0.47% | 6,478 | $1.1M | Add +394.9% |
| SONY Sony Group Corp. - SP ADR | 0.46% | 40,507 | $1.1M | New |
| HUM Humana Inc. | 0.46% | 4,295 | $1.1M | Reduce -2.7% |
| HOOD Robinhood Markets Inc. Class A | 0.45% | 11,111 | $1.0M | New |
| EXEL Exelixis Inc. | 0.45% | 23,577 | $1.0M | Reduce -6.6% |
| CALM Cal-Maine Foods Inc. | 0.45% | 10,380 | $1.0M | Add +79.6% |
| DKNG Draftkings Inc. Class A | 0.45% | 24,027 | $1.0M | Reduce -6.6% |
| PCH Potlatchdeltic Corp. | 0.45% | 26,683 | $1.0M | New |
| TRUP Trupanion Inc. | 0.44% | 18,028 | $998K | Reduce -36.6% |
| CELH Celsius Holdings Inc. | 0.43% | 21,429 | $994K | Add +17.9% |
| KMPR Kemper Corp. | 0.43% | 15,192 | $980K | Add +2157.4% |
| APLS Apellis Pharmaceuticals Inc. | 0.43% | 56,639 | $980K | Add +8.2% |
| YMM Full Truck Alliance -SPN ADR | 0.43% | 82,972 | $980K | Add +90.3% |
| PLNT Planet Fitness Inc. Class A | 0.42% | 8,899 | $970K | New |
| BROS Dutch Bros Inc. Class A | 0.41% | 13,856 | $947K | Add +35.9% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.41% | 59,403 | $939K | New |
| HLI Houlihan Lokey Inc. | 0.41% | 5,188 | $934K | Reduce -15.2% |
| NEM Newmont Corp. | 0.41% | 15,964 | $930K | Add +80.8% |
| USFD US Foods Holding Corp. | 0.41% | 12,058 | $929K | Add +2223.3% |
| CNH CNH Industrial NV | 0.40% | 71,323 | $924K | Add +109.4% |
| MTZ Mastec Inc. | 0.40% | 5,417 | $923K | Reduce -15.6% |
| GTLB Gitlab Inc. Class A | 0.40% | 20,462 | $923K | Add +15.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.40% | 11,419 | $923K | Reduce -53.1% |
| MET Metlife Inc. | 0.40% | 11,463 | $922K | Add +577.9% |
| PTCT PTC Therapeutics Inc. | 0.40% | 18,779 | $917K | Add +130.3% |
| TGI Triumph Group Inc. | 0.39% | 34,700 | $894K | New |
| ELS Equity Lifestyle Properties | 0.39% | 14,410 | $889K | Reduce -25.3% |
| BC Brunswick Corp. | 0.39% | 16,051 | $887K | Add +74.2% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.38% | 102,112 | $866K | Reduce -15.0% |
| ALGT Allegiant Travel Co. | 0.38% | 15,714 | $863K | Add +38.7% |
| KGC Kinross Gold Corp. | 0.38% | 55,218 | $863K | Add +30.2% |
| APAM Artisan Partners Asset Ma -A | 0.38% | 19,431 | $861K | New |
| PSX Phillips 66 | 0.37% | 7,190 | $858K | Add +318.5% |
| AFRM Affirm Holdings Inc. | 0.37% | 12,262 | $848K | Reduce -59.1% |
| ARW Arrow Electronics Inc. | 0.37% | 6,650 | $847K | Add +653.1% |
| VTLE Vital Energy Inc. | 0.37% | 52,276 | $841K | Add +120.8% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.37% | 93,722 | $840K | New |
| INFY Infosys Ltd.-SP ADR | 0.37% | 45,231 | $838K | Reduce -18.9% |
| CPRT Copart Inc. | 0.37% | 17,067 | $837K | New |
| LCII Lci Industries | 0.36% | 9,149 | $834K | New |
| VEEV Veeva Systems Inc. Class A | 0.36% | 2,834 | $816K | New |
| NTES Netease Inc.-ADR | 0.36% | 6,061 | $816K | Add +12.5% |
| MCK McKesson Corp. | 0.36% | 1,110 | $813K | New |
| MNST Monster Beverage Corp. | 0.35% | 12,962 | $812K | Add +509.4% |
| MRCY Mercury Systems Inc. | 0.35% | 14,836 | $799K | New |
| RS Reliance Inc. | 0.34% | 2,507 | $787K | Add +120.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.34% | 14,303 | $785K | New |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.34% | 25,648 | $784K | Add +4.2% |
| MDU Mdu Resources Group Inc. | 0.34% | 46,824 | $781K | Add +942.9% |
| INTU Intuit Inc. | 0.34% | 987 | $777K | New |
| NOV Nov Inc. | 0.33% | 61,623 | $766K | Add +28.3% |
| UBS UBS Group AG-Reg | 0.33% | 22,622 | $765K | New |
| UAL United Airlines Holdings Inc. | 0.33% | 9,550 | $760K | Add +840.0% |
| LBRT Liberty Energy Inc. | 0.33% | 64,831 | $744K | Add +6389.6% |
| ST Sensata Technologies Holdplc | 0.32% | 24,555 | $739K | Add +53.4% |
| ON On Semiconductor | 0.32% | 14,088 | $738K | Add +7.2% |
| AGCO Agco Corp. | 0.32% | 7,156 | $738K | Reduce -59.5% |
| KRG Kite Realty Group Trust | 0.32% | 32,484 | $736K | Add +221.1% |
| CCK Crown Holdings Inc. | 0.31% | 6,992 | $720K | Add +58.1% |
| SKT Tanger Inc. | 0.30% | 22,757 | $696K | New |
| TME Tencent Music Entertainm-ADR | 0.30% | 35,351 | $689K | Reduce -45.2% |
| EAT Brinker International Inc. | 0.30% | 3,779 | $681K | Reduce -36.9% |
| CVNA Carvana Co. | 0.30% | 2,016 | $679K | Add +13.7% |
| KMX Carmax Inc. | 0.30% | 10,080 | $677K | New |
| LYV Live Nation Entertainment Inc. | 0.29% | 4,456 | $674K | Add +448.1% |
| ABG Asbury Automotive Group | 0.29% | 2,817 | $672K | Add +143.9% |
| RRR Red Rock Resorts Inc. Class A | 0.29% | 12,849 | $669K | Reduce -33.6% |
| PEGA Pegasystems Inc. | 0.29% | 12,345 | $668K | Add +244.0% |
| EXPO Exponent Inc. | 0.29% | 8,914 | $666K | Add +73.1% |
| ACN Accenture PLC Class A | 0.29% | 2,226 | $665K | New |
| ITRI Itron Inc. | 0.29% | 5,054 | $665K | Add +27.0% |
| GGG Graco Inc. | 0.29% | 7,731 | $665K | Add +13.9% |
| FLEX Flex Ltd. | 0.29% | 13,303 | $664K | Reduce -8.4% |
| FRO Frontline PLC | 0.29% | 40,233 | $660K | Add +1663.1% |
Portfolio Sells Q1 2025 → Q2 2025
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.90 |
| MC Moelis & Co. Class A | Reduce -95.7% | 0.04% | −0.72 |
| AG First Majestic Silver Corp. | Sold out | 0.00% | −0.62 |
| PLTR Palantir Technologies Inc. Class A | Reduce -99.7% | 0.00% | −0.60 |
| DECK Deckers Outdoor Corp. | Reduce -99.8% | 0.00% | −0.56 |
| CI The Cigna Group | Reduce -91.8% | 0.05% | −0.54 |
| ACMR Acm Research Inc. Class A | Sold out | 0.00% | −0.54 |
| HE Hawaiian Electric Inds | Sold out | 0.00% | −0.50 |
| SONO Sonos Inc. | Sold out | 0.00% | −0.50 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.49 |
| SIG Signet Jewelers Ltd. | Reduce -98.7% | 0.01% | −0.47 |
| WRB WR Berkley Corp. | Reduce -82.9% | 0.10% | −0.46 |
| CVI CVR Energy Inc. | Sold out | 0.00% | −0.46 |
| SGRY Surgery Partners Inc. | Sold out | 0.00% | −0.44 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.43 |
| HR Healthcare Realty Trust Inc. | Reduce -79.8% | 0.10% | −0.42 |
| AMR Alpha Metallurgical Resource | Reduce -71.8% | 0.14% | −0.42 |
| UPS United Parcel Service Class B | Reduce -99.7% | 0.00% | −0.40 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.40 |
| AGCO Agco Corp. | Reduce -59.5% | 0.32% | −0.39 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −0.39 |
| FMC FMC Corp. | Sold out | 0.00% | −0.38 |
| BLMN Bloomin' Brands Inc. | Reduce -95.3% | 0.02% | −0.38 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.38 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.35 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.35 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.35 |
| EME Emcor Group Inc. | Reduce -97.5% | 0.01% | −0.35 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.35 |
| ESTC Elastic NV | Reduce -81.6% | 0.07% | −0.35 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −0.34 |
| UHS Universal Health Services-B | Reduce -97.1% | 0.01% | −0.34 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.33 |
| MAT Mattel Inc. | Sold out | 0.00% | −0.32 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.31 |
| M Macy's Inc. | Reduce -99.5% | 0.00% | −0.31 |
| FAF First American Financial | Reduce -97.3% | 0.01% | −0.31 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.31 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.30 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.30 |
| AMED Amedisys Inc. | Reduce -87.1% | 0.05% | −0.30 |
| SPOT Spotify Technology SA | Reduce -70.0% | 0.22% | −0.30 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.30 |
| EL Estee Lauder Companies Class A | Reduce -53.1% | 0.40% | −0.30 |
| TOST Toast Inc. Class A | Reduce -75.1% | 0.14% | −0.29 |
| RIVN Rivian Automotive Inc. Class A | Reduce -57.3% | 0.25% | −0.28 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.28 |
| JNJ Johnson & Johnson | Reduce -90.1% | 0.03% | −0.27 |
| JACK Jack in the Box Inc. | Sold out | 0.00% | −0.27 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.27 |
Portfolio Buys Q1 2025 → Q2 2025
| SCI Service Corp. International | Add +1141.0% | 0.68% | +0.62 |
| CHTR Charter Communications Inc. Class A | New | 0.55% | +0.55 |
| HOG Harley-Davidson Inc. | New | 0.53% | +0.53 |
| FTI Technipfmc PLC | New | 0.52% | +0.52 |
| SMG Scotts Miracle-Gro Co. | New | 0.51% | +0.51 |
| MASI Masimo Corp. | New | 0.49% | +0.49 |
| FTDR Frontdoor Inc. | New | 0.49% | +0.49 |
| ATKR Atkore Inc. | New | 0.47% | +0.47 |
| SONY Sony Group Corp. - SP ADR | New | 0.46% | +0.46 |
| HOOD Robinhood Markets Inc. Class A | New | 0.45% | +0.45 |
| PCH Potlatchdeltic Corp. | New | 0.45% | +0.45 |
| PLNT Planet Fitness Inc. Class A | New | 0.42% | +0.42 |
| PII Polaris Inc. | Add +305.8% | 0.56% | +0.42 |
| KTB Kontoor Brands Inc. | Add +413.5% | 0.52% | +0.42 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.41% | +0.41 |
| KMPR Kemper Corp. | Add +2157.4% | 0.43% | +0.41 |
| UGI Ugi Corp. | Add +134.1% | 0.64% | +0.39 |
| USFD US Foods Holding Corp. | Add +2223.3% | 0.41% | +0.39 |
| TGI Triumph Group Inc. | New | 0.39% | +0.39 |
| SLAB Silicon Laboratories Inc. | Add +276.5% | 0.49% | +0.39 |
| TXG 10X Genomics Inc. Class A | Add +271.2% | 0.48% | +0.38 |
| SFM Sprouts Farmers Market Inc. | Add +394.9% | 0.47% | +0.38 |
| APAM Artisan Partners Asset Ma -A | New | 0.38% | +0.38 |
| GME Gamestop Corp. Class A | Add +221.7% | 0.52% | +0.37 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.37% | +0.37 |
| CPRT Copart Inc. | New | 0.37% | +0.37 |
| LCII Lci Industries | New | 0.36% | +0.36 |
| SEDG Solaredge Technologies Inc. | Add +49.8% | 0.76% | +0.36 |
| VEEV Veeva Systems Inc. Class A | New | 0.36% | +0.36 |
| MCK McKesson Corp. | New | 0.36% | +0.36 |
| MRCY Mercury Systems Inc. | New | 0.35% | +0.35 |
| MET Metlife Inc. | Add +577.9% | 0.40% | +0.34 |
| HRB H&R Block Inc. | New | 0.34% | +0.34 |
| INTU Intuit Inc. | New | 0.34% | +0.34 |
| UBS UBS Group AG-Reg | New | 0.33% | +0.33 |
| ARW Arrow Electronics Inc. | Add +653.1% | 0.37% | +0.33 |
| LBRT Liberty Energy Inc. | Add +6389.6% | 0.33% | +0.32 |
| MDU Mdu Resources Group Inc. | Add +942.9% | 0.34% | +0.31 |
| SKT Tanger Inc. | New | 0.30% | +0.30 |
| UAL United Airlines Holdings Inc. | Add +840.0% | 0.33% | +0.30 |
| MNST Monster Beverage Corp. | Add +509.4% | 0.35% | +0.30 |
| KMX Carmax Inc. | New | 0.30% | +0.30 |
| DG Dollar General Corp. | Add +81.4% | 0.50% | +0.29 |
| ACN Accenture PLC Class A | New | 0.29% | +0.29 |
| ALGM Allegro Microsystems Inc. | New | 0.28% | +0.28 |
| PSX Phillips 66 | Add +318.5% | 0.37% | +0.28 |
| NJR New Jersey Resources Corp. | New | 0.28% | +0.28 |
| MDGL Madrigal Pharmaceuticals Inc. | New | 0.28% | +0.28 |
| AVA Avista Corp. | New | 0.27% | +0.27 |
| RYAAY Ryanair Holdings PLC-SP ADR | New | 0.27% | +0.27 |
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 |