Bayforest Capital Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Bayforest Capital Ltd reported 879 stock positions worth $89.3 million. Its top holding was Draftkings Class A (DKNG) at 0.6% of the portfolio, followed by Apogee Therapeutics (APGE, 0.6%) and Sandisk (SNDK, 0.6%). Compared with Q4 2025, it opened 338 new positions, sold out of 237, added to 166 and reduced 373. The biggest buy was a new position in Apogee Therapeutics (APGE) and the biggest sale an exit from Southwest Gas (SWX).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002048423
- Portfolio Value
- $89.3M (Q1 2026)
- SEC Filing
- 0002048423-26-000003 ↗ filed Apr 15, 2026
Holdings Value
Holdings 879 stocks · $89.3M
| DKNG Draftkings Inc. Class A | 0.58% | 24,087 | $521K | Add +60.6% |
| APGE Apogee Therapeutics Inc. | 0.57% | 6,063 | $510K | New |
| SNDK Sandisk Corp. | 0.57% | 803 | $510K | New |
| PIPR Piper Sandler Cos | 0.50% | 5,796 | $444K | New |
| RUSHA Rush Enterprises Inc. Class A | 0.50% | 6,689 | $442K | New |
| NTRS Northern Trust Corp. | 0.49% | 3,165 | $442K | Reduce -8.8% |
| SONY Sony Group Corp. - SP ADR | 0.47% | 20,350 | $421K | Reduce -24.2% |
| ROKU Roku Inc. | 0.44% | 4,181 | $396K | Add +20.1% |
| FSLY Fastly Inc. Class A | 0.44% | 13,461 | $391K | Add +14069.5% |
| HII Huntington Ingalls Industrie | 0.43% | 1,016 | $386K | Add +527.2% |
| GRAL Grail Inc. | 0.42% | 7,262 | $375K | New |
| CRUS Cirrus Logic Inc. | 0.42% | 2,586 | $374K | Reduce -44.3% |
| FSLR First Solar Inc. | 0.40% | 1,823 | $360K | Reduce -31.3% |
| FIVE Five Below | 0.39% | 1,528 | $349K | Add +447.7% |
| PYPL PayPal Holdings Inc. | 0.39% | 7,703 | $348K | Add +185.6% |
| ARCB Arcbest Corp. | 0.39% | 3,520 | $346K | Add +2.1% |
| CVS CVS Health Corp. | 0.39% | 4,814 | $346K | Add +449.5% |
| KSS Kohls Corp. | 0.38% | 26,533 | $342K | Reduce -17.0% |
| IRTC Irhythm Holdings Inc. | 0.38% | 2,859 | $337K | Reduce -1.2% |
| LSTR Landstar System Inc. | 0.38% | 2,091 | $335K | Add +27.3% |
| POR Portland General Electric Co. | 0.37% | 6,345 | $335K | Reduce -31.0% |
| ABM Abm Industries Inc. | 0.37% | 8,681 | $334K | Reduce -30.3% |
| MCK McKesson Corp. | 0.37% | 381 | $330K | Add +401.3% |
| BBWI Bath & Body Works Inc. | 0.37% | 17,641 | $329K | Add +33.7% |
| SEDG Solaredge Technologies Inc. | 0.37% | 6,445 | $329K | Reduce -68.6% |
| EVR Evercore Inc. Class A | 0.37% | 1,093 | $326K | Add +73.5% |
| LYB Lyondellbasell Indu Class A | 0.36% | 4,036 | $325K | Reduce -58.6% |
| VSXY Victoria's Secret & Co. | 0.36% | 6,910 | $320K | Add +145.9% |
| XMTR Xometry Inc. Class A | 0.36% | 7,812 | $319K | New |
| BFH Bread Financial Holdings Inc. | 0.35% | 4,131 | $309K | Reduce -31.3% |
| JOBY Joby Aviation Inc. | 0.34% | 37,212 | $307K | New |
| HR Healthcare Realty Trust Inc. | 0.34% | 17,961 | $305K | Add +31.3% |
| MEDP Medpace Holdings Inc. | 0.34% | 631 | $303K | Reduce -11.9% |
| NSP Insperity Inc. | 0.33% | 11,054 | $299K | New |
| GE General Electric filed as GE AEROSPACE | 0.33% | 1,046 | $297K | Add +32.6% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.33% | 3,992 | $296K | New |
| GME Gamestop Corp. Class A | 0.33% | 12,737 | $293K | Reduce -14.5% |
| AEE Ameren Corporation | 0.33% | 2,661 | $292K | Reduce -46.0% |
| ETOR Etoro Group Ltd. Class A | 0.33% | 9,726 | $292K | New |
| MOG.A Moog Inc. Class A | 0.33% | 994 | $291K | New |
| ANAB Anaptysbio Inc. | 0.33% | 5,244 | $291K | New |
| ROST Ross Stores Inc. | 0.32% | 1,336 | $289K | Reduce -30.4% |
| GT Goodyear Tire & Rubber Co. | 0.32% | 43,480 | $288K | Add +155.9% |
| PGNY Progyny Inc. | 0.32% | 16,969 | $288K | Reduce -19.9% |
| MTZ Mastec Inc. | 0.32% | 893 | $287K | Reduce -49.2% |
| CAH Cardinal Health Inc. | 0.32% | 1,341 | $283K | Reduce -52.1% |
| MC Moelis & Co. Class A | 0.31% | 4,872 | $278K | Add +125.8% |
| PSMT Pricesmart Inc. | 0.31% | 1,845 | $278K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.31% | 2,335 | $277K | Reduce -18.3% |
| QRVO Qorvo Inc. | 0.31% | 3,539 | $274K | Reduce -37.6% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.30% | 5,706 | $270K | Add +55.2% |
| XPO Xpo Inc. | 0.30% | 1,377 | $268K | Add +49.8% |
| FITB Fifth Third Bancorp | 0.30% | 5,748 | $267K | Add +225.7% |
| MDB Mongodb Inc. | 0.30% | 1,081 | $265K | Add +52.3% |
| HUM Humana Inc. | 0.30% | 1,524 | $264K | Add +658.2% |
| PEB Pebblebrook Hotel Trust | 0.29% | 20,783 | $262K | Reduce -16.6% |
| KIM Kimco Realty Corp. | 0.29% | 11,591 | $260K | Reduce -35.4% |
| FHB First Hawaiian Inc. | 0.29% | 10,341 | $255K | Reduce -51.3% |
| AMKR Amkor Technology Inc. | 0.28% | 5,632 | $254K | Reduce -43.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.28% | 2,476 | $253K | Reduce -0.0% |
| BOKF Bok Financial Corporation | 0.28% | 1,971 | $252K | New |
| TFX Teleflex Inc. | 0.28% | 2,085 | $249K | New |
| BALL Ball Corp. | 0.28% | 4,159 | $246K | Add +517.1% |
| INFY Infosys Ltd.-SP ADR | 0.27% | 18,095 | $244K | Reduce -31.3% |
| HP Helmerich & Payne | 0.27% | 6,765 | $244K | Reduce -47.7% |
| SNX TD Synnex Corp. | 0.27% | 1,439 | $243K | Reduce -40.1% |
| RLI Rli Corp. | 0.27% | 4,250 | $242K | Reduce -10.1% |
| SMA Smartstop Self Storage REIT | 0.27% | 7,942 | $240K | New |
| RHP Ryman Hospitality Properties | 0.27% | 2,601 | $240K | Reduce -26.5% |
| DDS Dillards Inc. Class A | 0.27% | 419 | $240K | Reduce -15.5% |
| APPN Appian Corp. Class A | 0.27% | 9,868 | $238K | Add +66.2% |
| URI United Rentals Inc. | 0.27% | 326 | $238K | Add +29.9% |
| CROX Crocs Inc. | 0.27% | 2,859 | $237K | Reduce -12.9% |
| RIVN Rivian Automotive Inc. Class A | 0.26% | 15,536 | $234K | Reduce -39.6% |
| AESI Atlas Energy Solutions Inc. | 0.26% | 17,776 | $233K | New |
| DOC Healthpeak Properties Inc. | 0.26% | 14,186 | $233K | Reduce -31.8% |
| PRIM Primoris Services Corp. | 0.26% | 1,628 | $233K | New |
| IPAR Interparfums Inc. | 0.26% | 2,561 | $233K | New |
| TTMI TTM Technologies | 0.26% | 2,386 | $232K | Reduce -57.4% |
| CDE Coeur Mining Inc. | 0.26% | 12,273 | $230K | Reduce -48.8% |
| IRON Disc Medicine Inc. | 0.26% | 3,564 | $228K | New |
| EMBJ Embraer SA-Spon ADR | 0.26% | 3,840 | $228K | New |
| B Barrick Mining Corp. | 0.25% | 5,553 | $227K | Reduce -23.1% |
| CNC Centene Corp. | 0.25% | 6,912 | $226K | Reduce -2.4% |
| TPC Tutor Perini Corp. | 0.25% | 2,926 | $226K | New |
| QS Quantumscape Corp. | 0.25% | 35,165 | $224K | Add +58.1% |
| MRP Millrose Properties | 0.25% | 7,979 | $223K | New |
| PAAS Pan American Silver Corp. | 0.25% | 4,060 | $222K | Add +9.5% |
| MELI MercadoLibre Inc. | 0.25% | 128 | $221K | Add +161.2% |
| MCY Mercury General Corp. | 0.25% | 2,509 | $221K | New |
| NOV Nov Inc. | 0.25% | 11,738 | $221K | Reduce -35.1% |
| WSFS WSFS Financial Corp. | 0.25% | 3,363 | $220K | New |
| OMF Onemain Holdings Inc. | 0.25% | 4,114 | $220K | Add +42.5% |
| SONO Sonos Inc. | 0.24% | 16,285 | $218K | Add +51.1% |
| DELL Dell Technologies -C | 0.24% | 1,327 | $218K | Reduce -33.0% |
| SPOT Spotify Technology SA | 0.24% | 449 | $218K | Reduce -3.4% |
| PEGA Pegasystems Inc. | 0.24% | 5,115 | $218K | Add +626.6% |
| TSLA Tesla Inc. | 0.24% | 585 | $217K | Reduce -49.4% |
| PUMP Propetro Holding Corp. | 0.24% | 14,918 | $215K | New |
| GXO Gxo Logistics Inc. | 0.24% | 4,144 | $215K | Reduce -23.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SWX Southwest Gas Holdings Inc. | Sold out | 0.00% | −0.66 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -94.6% | 0.05% | −0.47 |
| KEY Keycorp | Reduce -97.2% | 0.02% | −0.45 |
| PTON Peloton Interactive Inc. Class A | Reduce -100.0% | 0.00% | −0.44 |
| GM General Motors Co. | Reduce -93.3% | 0.04% | −0.43 |
| NYT New York Times Co. Class A | Reduce -79.2% | 0.24% | −0.39 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.39 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.39 |
| EXPE Expedia Group Inc. | Reduce -89.3% | 0.06% | −0.37 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.36 |
| UMC United Microelectron-SP ADR | Reduce -92.2% | 0.06% | −0.36 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.33 |
| FRPT Freshpet Inc. | Reduce -91.1% | 0.05% | −0.33 |
| STZ Constellation Brands Inc. Class A | Reduce -99.4% | 0.00% | −0.33 |
| FAF First American Financial | Sold out | 0.00% | −0.32 |
| BYD Boyd Gaming Corp. | Reduce -99.8% | 0.00% | −0.32 |
| FSK FS KKR Capital Corp. | Reduce -81.3% | 0.08% | −0.32 |
| KRC Kilroy Realty Corp. | Sold out | 0.00% | −0.32 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.32 |
| VCEL Vericel Corp. | Sold out | 0.00% | −0.31 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.31 |
| FCEL Fuelcell Energy Inc. | Sold out | 0.00% | −0.31 |
| GDS GDS Holdings Ltd. - ADR | Reduce -99.5% | 0.00% | −0.30 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.30 |
| SO The Southern Co. | Sold out | 0.00% | −0.30 |
| BBY Best Buy Co. Inc. | Reduce -69.6% | 0.23% | −0.30 |
| TNDM Tandem Diabetes Care Inc. | Reduce -73.5% | 0.16% | −0.29 |
| PRKS United Parks & Resorts Inc. | Sold out | 0.00% | −0.29 |
| FR First Industrial Realty TR | Sold out | 0.00% | −0.28 |
| AAL American Airlines Group Inc. | Reduce -86.9% | 0.04% | −0.28 |
| OHI Omega Healthcare Investors | Reduce -97.2% | 0.01% | −0.28 |
| MRNA Moderna Inc. | Reduce -82.2% | 0.22% | −0.26 |
| MNST Monster Beverage Corp. | Reduce -88.5% | 0.05% | −0.26 |
| HUBS HubSpot Inc. | Reduce -50.7% | 0.21% | −0.26 |
| WTFC Wintrust Financial Corp. | Reduce -85.8% | 0.07% | −0.26 |
| DNLI Denali Therapeutics Inc. | Reduce -99.7% | 0.00% | −0.25 |
| IRDM Iridium Communications Inc. | Sold out | 0.00% | −0.25 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.25 |
| PINS Pinterest Inc. Class A | Reduce -85.1% | 0.05% | −0.25 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −0.25 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.25 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.25 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.24 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.24 |
| HTZ Hertz Global Hldgs Inc. | Sold out | 0.00% | −0.23 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −0.23 |
| JCI Johnson Controls Internation | Reduce -85.3% | 0.07% | −0.23 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.23 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.22 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| APGE Apogee Therapeutics Inc. | New | 0.57% | +0.57 |
| SNDK Sandisk Corp. | New | 0.57% | +0.57 |
| PIPR Piper Sandler Cos | New | 0.50% | +0.50 |
| RUSHA Rush Enterprises Inc. Class A | New | 0.50% | +0.50 |
| FSLY Fastly Inc. Class A | Add +14069.5% | 0.44% | +0.44 |
| GRAL Grail Inc. | New | 0.42% | +0.42 |
| HII Huntington Ingalls Industrie | Add +527.2% | 0.43% | +0.39 |
| XMTR Xometry Inc. Class A | New | 0.36% | +0.36 |
| FIVE Five Below | Add +447.7% | 0.39% | +0.35 |
| JOBY Joby Aviation Inc. | New | 0.34% | +0.34 |
| CVS CVS Health Corp. | Add +449.5% | 0.39% | +0.34 |
| NSP Insperity Inc. | New | 0.33% | +0.33 |
| BOH Bank of Hawaii Corp. | New | 0.33% | +0.33 |
| ETOR Etoro Group Ltd. Class A | New | 0.33% | +0.33 |
| ANAB Anaptysbio Inc. | New | 0.33% | +0.33 |
| MOG.A Moog Inc. Class A | New | 0.33% | +0.33 |
| MCK McKesson Corp. | Add +401.3% | 0.37% | +0.32 |
| PSMT Pricesmart Inc. | New | 0.31% | +0.31 |
| BOKF Bok Financial Corporation | New | 0.28% | +0.28 |
| TFX Teleflex Inc. | New | 0.28% | +0.28 |
| PYPL PayPal Holdings Inc. | Add +185.6% | 0.39% | +0.27 |
| SMA Smartstop Self Storage REIT | New | 0.27% | +0.27 |
| AESI Atlas Energy Solutions Inc. | New | 0.26% | +0.26 |
| PRIM Primoris Services Corp. | New | 0.26% | +0.26 |
| IPAR Interparfums Inc. | New | 0.26% | +0.26 |
| HUM Humana Inc. | Add +658.2% | 0.30% | +0.26 |
| IRON Disc Medicine Inc. | New | 0.26% | +0.26 |
| EMBJ Embraer SA-Spon ADR | New | 0.26% | +0.26 |
| TPC Tutor Perini Corp. | New | 0.25% | +0.25 |
| MRP Millrose Properties | New | 0.25% | +0.25 |
| BALL Ball Corp. | Add +517.1% | 0.28% | +0.25 |
| MCY Mercury General Corp. | New | 0.25% | +0.25 |
| WSFS WSFS Financial Corp. | New | 0.25% | +0.25 |
| VSXY Victoria's Secret & Co. | Add +145.9% | 0.36% | +0.25 |
| PUMP Propetro Holding Corp. | New | 0.24% | +0.24 |
| QDEL Quidelortho Corp. | New | 0.24% | +0.24 |
| FITB Fifth Third Bancorp | Add +225.7% | 0.30% | +0.24 |
| SEZL Sezzle Inc. | New | 0.24% | +0.24 |
| CGON CG Oncology Inc. | New | 0.24% | +0.24 |
| TPR Tapestry Inc. | Add +4703.2% | 0.24% | +0.23 |
| SWK Stanley Black & Decker Inc. | New | 0.23% | +0.23 |
| EMN Eastman Chemical Co. | Add +3802.9% | 0.23% | +0.23 |
| LNC Lincoln National Corp. | New | 0.23% | +0.23 |
| DX Dynex Capital Inc. | New | 0.23% | +0.23 |
| JBS JBS NV-A | New | 0.23% | +0.23 |
| PJT PJT Partners Inc. Class A | New | 0.23% | +0.23 |
| AAPL Apple Inc. | New | 0.23% | +0.23 |
| LEU Centrus Energy Corp. Class A | New | 0.22% | +0.22 |
| HURN Huron Consulting Group Inc. | New | 0.22% | +0.22 |
| IT Gartner Inc. | New | 0.21% | +0.21 |
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 |