Bayforest Capital Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Bayforest Capital Ltd reported 717 stock positions worth $210.3 million. Its top holding was Solaredge Technologies (SEDG) at 0.7% of the portfolio, followed by Peloton Interactive Class A (PTON, 0.6%) and Crown Castle (CCI, 0.6%). Compared with Q2 2025, it opened 239 new positions, sold out of 234, added to 225 and reduced 252. The biggest buy was a new position in Interdigital (IDCC) and the biggest sale an exit from Charter Communications Class A (CHTR).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002048423
Portfolio Value
$210.3M (Q3 2025)
SEC Filing
0002048423-25-000009 ↗ filed Oct 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $79.8M Q4 2024 Q1 2025: $229.6M Q1 2025 Q2 2025: $228.9M Q2 2025 Q3 2025: $210.3M $210.3M Q3 2025 Q4 2025: $134.2M Q4 2025 Q1 2026: $89.3M Q1 2026 Q2 2026: $108.2M Q2 2026

Holdings 717 stocks · $210.3M
SEDG Solaredge Technologies Inc. 0.72% 40,697 $1.5M Reduce -52.4%
PTON Peloton Interactive Inc. Class A 0.63% 148,172 $1.3M Reduce -18.6%
CCI Crown Castle Inc. 0.62% 13,415 $1.3M Reduce -19.4%
MRCY Mercury Systems Inc. 0.57% 15,515 $1.2M Add +4.6%
CRUS Cirrus Logic Inc. 0.57% 9,556 $1.2M Add +178.7%
DLTR Dollar Tree Inc. 0.56% 12,396 $1.2M Reduce -15.2%
HUM Humana Inc. 0.54% 4,371 $1.1M Add +1.8%
TNET Trinet Group Inc. 0.54% 16,835 $1.1M Reduce -0.9%
IDCC Interdigital Inc. 0.51% 3,132 $1.1M New
CVI CVR Energy Inc. 0.50% 28,975 $1.1M New
CELH Celsius Holdings Inc. 0.48% 17,542 $1.0M Reduce -18.1%
FTDR Frontdoor Inc. 0.48% 14,908 $1.0M Reduce -21.4%
IRTC Irhythm Holdings Inc. 0.47% 5,808 $999K Add +53.4%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.47% 6,700 $998K New
KRC Kilroy Realty Corp. 0.46% 23,094 $976K Add +512.9%
SON Sonoco Products Co. 0.46% 22,622 $975K New
BFH Bread Financial Holdings Inc. 0.46% 17,425 $972K Add +79.5%
POR Portland General Electric Co. 0.46% 22,072 $971K Add +115.4%
PTC PTC Inc. 0.45% 4,701 $954K Add +64.8%
LRCX Lam Research Corp. 0.45% 7,049 $944K New
JBGS JBG Smith Properties 0.45% 42,232 $940K New
STZ Constellation Brands Inc. Class A 0.45% 6,974 $939K Add +5810.2%
BILI Bilibili Inc.-Sponsored ADR 0.45% 33,427 $939K Reduce -38.6%
SMCI Super Micro Computer Inc. 0.44% 19,295 $925K Add +189.8%
MTZ Mastec Inc. 0.44% 4,312 $918K Reduce -20.4%
FBP First Bancorp Puerto Rico 0.43% 40,723 $898K Add +191.9%
STE Steris PLC 0.43% 3,628 $898K Add +112.8%
MEDP Medpace Holdings Inc. 0.43% 1,741 $895K Add +8605.0%
LNC Lincoln National Corp. 0.42% 21,976 $886K Add +308.0%
PII Polaris Inc. 0.42% 15,098 $878K Reduce -52.4%
CGNX Cognex Corp. 0.42% 19,345 $876K Add +20.1%
MNST Monster Beverage Corp. 0.41% 12,854 $865K Reduce -0.8%
TXG 10X Genomics Inc. Class A 0.40% 71,827 $840K Reduce -24.3%
BA The Boeing Co. 0.38% 3,739 $807K Add +33.3%
CAH Cardinal Health Inc. 0.38% 5,128 $805K Add +81.0%
WMS Advanced Drainage Systems Inc. 0.38% 5,734 $795K New
HOG Harley-Davidson Inc. 0.38% 28,299 $790K Reduce -45.2%
DKNG Draftkings Inc. Class A 0.37% 20,899 $782K Reduce -13.0%
RHP Ryman Hospitality Properties 0.37% 8,657 $776K New
SPR Spirit Aerosystems Hold Class A 0.37% 20,061 $774K Add +56.1%
ST Sensata Technologies Holdplc 0.37% 25,301 $773K Add +3.0%
OLN Olin Corp. 0.37% 30,795 $770K New
NFG National Fuel Gas Co. 0.37% 8,323 $769K Add +253.0%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.36% 5,946 $767K New
KSS Kohls Corp. 0.36% 49,776 $765K New
SAM Boston Beer Company Inc. Class A 0.36% 3,577 $756K Add +70.5%
PGNY Progyny Inc. 0.36% 35,058 $754K Add +2106.3%
AOS Smith (a.o.) Corp. 0.36% 10,211 $750K New
NTES Netease Inc.-ADR 0.35% 4,889 $743K Reduce -19.3%
JCI Johnson Controls Internation 0.35% 6,709 $738K Add +86.0%
AM Antero Midstream Corp. 0.35% 37,938 $738K Add +479.9%
AGCO Agco Corp. 0.35% 6,869 $735K Reduce -4.0%
YUMC Yum China Holdings Inc. 0.35% 16,970 $728K Add +51.7%
CNC Centene Corp. 0.34% 20,330 $725K Add +125.7%
C Citigroup Inc. 0.34% 7,085 $719K New
AMR Alpha Metallurgical Resource 0.34% 4,325 $710K Add +48.7%
LW Lamb Weston Holdings Inc. 0.34% 12,163 $706K Add +31.7%
IBP Installed Building Products 0.33% 2,853 $704K Add +180.0%
BROS Dutch Bros Inc. Class A 0.33% 13,441 $704K Reduce -3.0%
APA Apa Corp. 0.33% 28,774 $699K Add +72.0%
PAGP Plains GP Holdings LP 0.33% 37,989 $693K Add +26.9%
SFM Sprouts Farmers Market Inc. 0.33% 6,289 $684K Reduce -2.9%
VAL Valaris Ltd. 0.33% 14,015 $684K Add +106.1%
USFD US Foods Holding Corp. 0.32% 8,907 $682K Reduce -26.1%
VRT Vertiv Holdings Co. Class A 0.32% 4,518 $682K Add +195.1%
ROK Rockwell Automation Inc. 0.32% 1,949 $681K Add +0.3%
HRL Hormel Foods Corp. 0.32% 27,533 $681K New
RYN Rayonier Inc. 0.32% 25,397 $674K New
BBY Best Buy Co. Inc. 0.32% 8,904 $673K Add +13.4%
RSI Rush Street Interactive Inc. 0.32% 32,822 $672K New
BHF Brighthouse Financial Inc. 0.32% 12,561 $667K New
ESTC Elastic NV 0.32% 7,851 $663K Add +292.2%
SONO Sonos Inc. 0.32% 41,979 $663K New
MQ Marqeta Inc. 0.31% 124,493 $657K Add +164.6%
OGN Organon & Co. 0.31% 61,129 $653K Add +5672.3%
CYTK Cytokinetics Inc. 0.31% 11,747 $646K New
FAF First American Financial 0.30% 9,946 $639K Add +3226.4%
ARRY Array Technologies Inc. 0.30% 76,932 $627K New
ACGL Arch Capital Group Ltd. 0.30% 6,906 $627K Add +41.3%
YMM Full Truck Alliance -SPN ADR 0.30% 48,102 $624K Reduce -42.0%
MDGL Madrigal Pharmaceuticals Inc. 0.30% 1,360 $624K Reduce -35.5%
TS Tenaris SA-ADR 0.30% 17,375 $622K Add +7.5%
LRN Stride Inc. 0.29% 4,164 $620K Add +190.6%
CE Celanese Corp. 0.29% 14,626 $615K Add +47.6%
BAP Credicorp Ltd. 0.29% 2,293 $611K New
NEM Newmont Corp. 0.29% 7,239 $610K Reduce -54.6%
KBR KBR Inc. 0.29% 12,896 $610K Add +0.9%
LUV Southwest Airlines Co. 0.29% 19,069 $608K Add +667.4%
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP 0.29% 63,630 $604K New
NYT New York Times Co. Class A 0.29% 10,517 $604K Add +4.7%
PAAS Pan American Silver Corp. 0.29% 15,536 $602K Reduce -29.1%
TRUP Trupanion Inc. 0.28% 13,825 $598K Reduce -23.3%
EYE National Vision Holdings Inc. 0.28% 20,459 $597K Add +140.2%
ACLS Axcelis Technologies Inc. 0.28% 6,115 $597K Add +45.0%
FRSH Freshworks Inc. Class A 0.28% 50,706 $597K Add +17.4%
EXLS Exlservice Holdings Inc. 0.28% 13,514 $595K Add +64.6%
RS Reliance Inc. 0.28% 2,110 $593K Reduce -15.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.28% 5,404 $589K New
RMBS Rambus Inc. 0.28% 5,621 $586K Add +279.0%
HST Host Hotels & Resorts Inc. 0.28% 34,159 $581K Add +264.7%

Show all 717 holdings

Portfolio Sells Q2 2025 → Q3 2025
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.55
GME Gamestop Corp. Class A Sold out 0.00% −0.52
SCI Service Corp. International Reduce -78.7% 0.16% −0.52
ESNT Essent Group Ltd. Sold out 0.00% −0.48
SLAB Silicon Laboratories Inc. Reduce -98.2% 0.01% −0.48
FTI Technipfmc PLC Reduce -93.2% 0.04% −0.47
SMG Scotts Miracle-Gro Co. Reduce -93.1% 0.03% −0.47
SONY Sony Group Corp. - SP ADR Sold out 0.00% −0.46
KTB Kontoor Brands Inc. Reduce -87.9% 0.08% −0.43
PLNT Planet Fitness Inc. Class A Sold out 0.00% −0.42
EL Estee Lauder Companies Class A Sold out 0.00% −0.40
PCH Potlatchdeltic Corp. Reduce -91.3% 0.04% −0.40
PTCT PTC Therapeutics Inc. Sold out 0.00% −0.40
UGI Ugi Corp. Reduce -61.0% 0.25% −0.39
TGI Triumph Group Inc. Sold out 0.00% −0.39
GTLB Gitlab Inc. Class A Reduce -95.3% 0.02% −0.38
ALGT Allegiant Travel Co. Sold out 0.00% −0.38
PSX Phillips 66 Sold out 0.00% −0.37
KGC Kinross Gold Corp. Reduce -99.4% 0.00% −0.37
ARW Arrow Electronics Inc. Reduce -99.7% 0.00% −0.37
INFY Infosys Ltd.-SP ADR Sold out 0.00% −0.37
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.36
ALB Albemarle Corp. Reduce -72.2% 0.23% −0.35
HRB H&R Block Inc. Sold out 0.00% −0.34
FIVE Five Below Reduce -67.4% 0.24% −0.34
UBS UBS Group AG-Reg Sold out 0.00% −0.33
KEYS Keysight Technologies Inc. Reduce -72.2% 0.16% −0.33
AVT Avnet Inc. Reduce -62.4% 0.22% −0.33
LCII Lci Industries Reduce -90.2% 0.04% −0.32
HLI Houlihan Lokey Inc. Reduce -82.8% 0.09% −0.32
ARWR Arrowhead Pharmaceuticals Inc. Reduce -90.5% 0.09% −0.32
DG Dollar General Corp. Reduce -61.0% 0.19% −0.31
AFRM Affirm Holdings Inc. Reduce -85.1% 0.06% −0.31
KMX Carmax Inc. Sold out 0.00% −0.30
EXPO Exponent Inc. Sold out 0.00% −0.29
PEGA Pegasystems Inc. Reduce -98.6% 0.00% −0.29
VTLE Vital Energy Inc. Reduce -80.7% 0.08% −0.29
ATKR Atkore Inc. Reduce -58.7% 0.19% −0.28
MTDR Matador Resources Co. Reduce -99.5% 0.00% −0.28
NJR New Jersey Resources Corp. Sold out 0.00% −0.28
ELS Equity Lifestyle Properties Reduce -73.4% 0.11% −0.28
CALM Cal-Maine Foods Inc. Reduce -62.3% 0.17% −0.28
ONTO Onto Innovation Inc. Sold out 0.00% −0.27
CVNA Carvana Co. Reduce -90.2% 0.04% −0.26
LBRT Liberty Energy Inc. Reduce -81.5% 0.07% −0.25
MET Metlife Inc. Reduce -66.9% 0.15% −0.25
NFLX Netflix Inc. Reduce -93.5% 0.02% −0.25
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.25
NVAX Novavax Inc. Sold out 0.00% −0.25
LAD Lithia Motors Inc. Reduce -98.4% 0.00% −0.25

Portfolio Buys Q2 2025 → Q3 2025
IDCC Interdigital Inc. New 0.51% +0.51
CVI CVR Energy Inc. New 0.50% +0.50
JKHY Jack Henry & Associates Inc. New 0.47% +0.47
SON Sonoco Products Co. New 0.46% +0.46
LRCX Lam Research Corp. New 0.45% +0.45
JBGS JBG Smith Properties New 0.45% +0.45
STZ Constellation Brands Inc. Class A Add +5810.2% 0.45% +0.44
MEDP Medpace Holdings Inc. Add +8605.0% 0.43% +0.42
CRUS Cirrus Logic Inc. Add +178.7% 0.57% +0.41
KRC Kilroy Realty Corp. Add +512.9% 0.46% +0.41
WMS Advanced Drainage Systems Inc. New 0.38% +0.38
RHP Ryman Hospitality Properties New 0.37% +0.37
OLN Olin Corp. New 0.37% +0.37
SUI Sun Communities Inc. New 0.36% +0.36
KSS Kohls Corp. New 0.36% +0.36
AOS Smith (a.o.) Corp. New 0.36% +0.36
PGNY Progyny Inc. Add +2106.3% 0.36% +0.34
C Citigroup Inc. New 0.34% +0.34
LNC Lincoln National Corp. Add +308.0% 0.42% +0.34
HRL Hormel Foods Corp. New 0.32% +0.32
RYN Rayonier Inc. New 0.32% +0.32
RSI Rush Street Interactive Inc. New 0.32% +0.32
BHF Brighthouse Financial Inc. New 0.32% +0.32
SONO Sonos Inc. New 0.32% +0.32
CYTK Cytokinetics Inc. New 0.31% +0.31
OGN Organon & Co. Add +5672.3% 0.31% +0.31
FBP First Bancorp Puerto Rico Add +191.9% 0.43% +0.30
ARRY Array Technologies Inc. New 0.30% +0.30
SMCI Super Micro Computer Inc. Add +189.8% 0.44% +0.30
AM Antero Midstream Corp. Add +479.9% 0.35% +0.30
FAF First American Financial Add +3226.4% 0.30% +0.30
BAP Credicorp Ltd. New 0.29% +0.29
CALY Callaway Golf Company New 0.29% +0.29
BNY Bank of New York Mellon Corp. New 0.28% +0.28
POR Portland General Electric Co. Add +115.4% 0.46% +0.28
NFG National Fuel Gas Co. Add +253.0% 0.37% +0.28
CNX CNX Resources Corp. New 0.28% +0.28
GWRE Guidewire Software Inc. New 0.27% +0.27
TTWO Take-Two Interactive Softwre New 0.27% +0.27
SO The Southern Co. New 0.26% +0.26
PD Pagerduty Inc. Add +5642.8% 0.26% +0.26
APH Amphenol Corp. Class A New 0.26% +0.26
IBP Installed Building Products Add +180.0% 0.33% +0.25
LUV Southwest Airlines Co. Add +667.4% 0.29% +0.25
MLI Mueller Industries Inc. New 0.25% +0.25
STE Steris PLC Add +112.8% 0.43% +0.25
VCYT Veracyte Inc. New 0.25% +0.25
CDW CDW Corp. New 0.24% +0.24
LAUR Laureate Education Inc. New 0.24% +0.24
NDSN Nordson Corp. New 0.24% +0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 917$108.2MSLDE, ARE, PRM, NTAP, TALO
Q1 2026 879$89.3MDKNG, APGE, SNDK, PIPR, RUSHA
Q4 2025 778$134.2MSWX, NYT, BBY, ERIC, FSLR
Q3 2025 717$210.3MSEDG, PTON, CCI, MRCY, CRUS
Q2 2025 712$228.9MSEDG, CCI, SCI, UGI, DLTR
Q1 2025Amended 712$229.6MBE, CCI, MC, AGCO, EL
Q4 2024 672$79.8MERIC, LII, FLR, EME, AMR