Bayforest Capital Ltd

LONDON, X0 · CIK 2048423 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$108.2m reported value +21.1% vs Q1 2026

917positions

4.6%in top 10

373 new 260 added 273 reduced 335 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SLIDE INS HLDGS INC COM SLDE	SLDE	35,302	$683.8k0.63%	0.63%	New
2	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	10,563	$558.3k0.52%	0.52%	Added +10.4k	+10,416 7085.7%
3	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	14,719	$524.7k0.49%	0.49%	Added +12.8k	+12,845 685.4%
4	NETAPP INC COM NTAP	NTAP	3,094	$478.8k0.44%	0.44%	Added +2.5k	+2,498 419.1%
5	TALOS ENERGY INC COM TALO	TALO	36,748	$474.4k0.44%	0.44%	Added +36.1k	+36,140 5944.1%
6	ASBURY AUTOMOTIVE GROUP INC COM ABG	ABG	2,326	$467.7k0.43%	0.43%	Added +2.2k	+2,205 1822.3%
7	C3 AI INC CL A AI	AI	51,203	$465.4k0.43%	0.43%	Added +47.5k	+47,471 1272.0%
8	SOLAREDGE TECHNOLOGIES INC COM SEDG	SEDG	7,680	$448.8k0.41%	0.41%	Added +1.2k	+1,235 19.2%
9	HINGE HEALTH INC CL A HNGE	HNGE	5,364	$445.2k0.41%	0.41%	Added +1.0k	+1,017 23.4%
10	MILLROSE PPTYS INC COM CL A MRP	MRP	14,763	$443.6k0.41%	0.41%	Added +6.8k	+6,784 85.0%
11	CHORD ENERGY CORPORATION COM NEW CHRD	CHRD	3,804	$434.8k0.40%	0.40%	Added +2.6k	+2,571 208.5%
12	A-MARK PRECIOUS METALS INC COM GOLD	GOLD	10,219	$425.2k0.39%	0.39%	New
13	BANDWIDTH INC COM CL A BAND	BAND	6,656	$421.3k0.39%	0.39%	New
14	PERRIGO CO PLC SHS PRGO	PRGO	39,667	$412.1k0.38%	0.38%	Added +38.0k	+37,967 2233.3%
15	NORTHERN OIL & GAS INC COM NOG	NOG	22,327	$405.2k0.37%	0.37%	Added +18.9k	+18,878 547.4%
16	GAP INC COM GAP	GAP	21,475	$401.2k0.37%	0.37%	Added +21.3k	+21,280 10912.8%
17	CITIZENS FINL GROUP INC COM CFG	CFG	5,647	$395.7k0.37%	0.37%	New
18	ARCUS BIOSCIENCES INC COM RCUS	RCUS	12,709	$391.8k0.36%	0.36%	Added +3.9k	+3,942 45.0%
19	FEDERAL RLTY INVT TR NEW SH BEN INT NEW FRT	FRT	3,170	$391.3k0.36%	0.36%	New
20	CNH INDL N V SHS CNH	CNH	34,632	$388.9k0.36%	0.36%	Added +31.4k	+31,423 979.2%
21	BROOKDALE SR LIVING INC COM BKD	BKD	23,887	$384.3k0.36%	0.36%	Added +16.0k	+15,990 202.5%
22	ONDAS INC COM NEW ONDS	ONDS	46,618	$384.1k0.36%	0.36%	Added +38.5k	+38,515 475.3%
23	TRONOX HOLDINGS PLC SHS TROX	TROX	60,552	$381.5k0.35%	0.35%	New
24	XOMETRY INC CLASS A COM XMTR	XMTR	3,951	$381.4k0.35%	0.35%	Reduced -3.9k	-3,861 -49.4%
25	ENOVA INTL INC COM ENVA	ENVA	1,561	$375.8k0.35%	0.35%	Added +564	+564 56.6%
26	JACKSON FINANCIAL INC COM CL A JXN	JXN	3,642	$372.9k0.34%	0.34%	Added +3.4k	+3,393 1362.7%
27	ACADIA RLTY TR COM SH BEN INT AKR	AKR	17,747	$371.1k0.34%	0.34%	Added +16.3k	+16,255 1089.5%
28	BEAM THERAPEUTICS INC COM BEAM	BEAM	10,740	$368.6k0.34%	0.34%	New
29	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	27,656	$368.1k0.34%	0.34%	New
30	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	3,406	$367.1k0.34%	0.34%	Added +3.4k	+3,350 5982.1%
31	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	40,237	$364.1k0.34%	0.34%	Added +27.2k	+27,196 208.5%
32	IRON MTN INC DEL COM IRM	IRM	2,882	$364.0k0.34%	0.34%	Added +406	+406 16.4%
33	PHINIA INC COMMON STOCK PHIN	PHIN	4,419	$364.0k0.34%	0.34%	New
34	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,316	$363.4k0.34%	0.34%	New
35	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	19,775	$363.3k0.34%	0.34%	New
36	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	721	$361.5k0.33%	0.33%	Added +628	+628 675.3%
37	GRIFFON CORP COM GFF	GFF	3,669	$357.8k0.33%	0.33%	Added +3.4k	+3,377 1156.5%
38	CHARLES RIV LABS INTL INC COM CRL	CRL	1,570	$356.1k0.33%	0.33%	Added +1.4k	+1,360 647.6%
39	APOGEE THERAPEUTICS INC COM COM		2,674	$354.9k0.33%	0.33%	Reduced -3.4k	-3,389 -55.9%
40	LAUREATE EDUCATION INC COMMON STOCK LAUR	LAUR	9,762	$354.6k0.33%	0.33%	Added +9.2k	+9,212 1674.9%
41	VISTRA CORP COM VST	VST	2,180	$345.8k0.32%	0.32%	New
42	VEEVA SYS INC CL A COM VEEV	VEEV	1,943	$344.8k0.32%	0.32%	New
43	SCIENCE APPLICATIONS INTL CO COM SAIC	SAIC	3,094	$341.6k0.32%	0.32%	New
44	VITA COCO CO INC COM COCO	COCO	5,158	$341.1k0.32%	0.32%	New
45	EXELON CORP COM EXC	EXC	7,240	$337.5k0.31%	0.31%	Added +5.4k	+5,418 297.4%
46	AES CORP COM AES	AES	22,991	$337.0k0.31%	0.31%	Added +8.9k	+8,914 63.3%
47	KBR INC COM KBR	KBR	9,691	$334.6k0.31%	0.31%	Added +5.7k	+5,707 143.2%
48	CRACKER BARREL OLD CTRY STOR COM CBRL	CBRL	6,256	$333.4k0.31%	0.31%	Added +2.3k	+2,313 58.7%
49	DXC TECHNOLOGY CO COM DXC	DXC	37,498	$331.9k0.31%	0.31%	Added +36.5k	+36,472 3554.8%
50	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	2,675	$327.9k0.30%	0.30%	New
51	IPG PHOTONICS CORP COM IPGP	IPGP	2,781	$326.3k0.30%	0.30%	New
52	GREEN PLAINS INC COM GPRE	GPRE	21,154	$325.3k0.30%	0.30%	New
53	CARMAX INC COM KMX	KMX	6,143	$324.9k0.30%	0.30%	Added +5.9k	+5,870 2150.2%
54	BOOKING HOLDINGS INC COM BKNG	BKNG	1,816	$323.7k0.30%	0.30%	New
55	MAREX GROUP PLC ORD 96665EUR	96665EUR	5,253	$320.2k0.30%	0.30%	New
56	WEST PHARMACEUTICAL SVSC INC COM WST	WST	883	$317.0k0.29%	0.29%	Added +706	+706 398.9%
57	PEBBLEBROOK HOTEL TR COM PEB	PEB	16,307	$316.5k0.29%	0.29%	Reduced -4.5k	-4,476 -21.5%
58	MEDPACE HLDGS INC COM MEDP	MEDP	595	$315.1k0.29%	0.29%	Reduced -36	-36 -5.7%
59	CAPITAL ONE FINL CORP COM COF	COF	1,560	$313.0k0.29%	0.29%	Added +1.4k	+1,369 716.8%
60	ENERSYS COM ENS	ENS	1,337	$312.6k0.29%	0.29%	Added +809	+809 153.2%
61	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	1,180	$310.6k0.29%	0.29%	New
62	TERAWULF INC COM WULF	WULF	12,502	$308.8k0.29%	0.29%	New
63	BLOCK H & R INC COM HRB	HRB	8,109	$308.8k0.29%	0.29%	New
64	SEZZLE INC COM SEZL	SEZL	1,798	$308.6k0.29%	0.29%	Reduced -1.5k	-1,548 -46.3%
65	CATERPILLAR INC COM CAT	CAT	289	$307.8k0.28%	0.28%	Added +196	+196 210.8%
66	ATLASSIAN CORPORATION CL A TEAM	TEAM	3,909	$304.1k0.28%	0.28%	New
67	ONTO INNOVATION INC COM ONTO	ONTO	803	$303.9k0.28%	0.28%	Added +646	+646 411.5%
68	SIX FLAGS ENTERTAINMENT CORP COM FUN	FUN	14,242	$303.4k0.28%	0.28%	New
69	O-I GLASS INC COM OI	OI	31,339	$301.8k0.28%	0.28%	Added +15.9k	+15,925 103.3%
70	TORO CO COM TTC	TTC	3,095	$301.5k0.28%	0.28%	Added +1.2k	+1,231 66.0%
71	MSA SAFETY INC COM MSA	MSA	1,712	$298.9k0.28%	0.28%	Added +1.3k	+1,308 323.8%
72	TE CONNECTIVITY PLC ORD SHS TEL	TEL	1,465	$295.4k0.27%	0.27%	Added +636	+636 76.7%
73	DENALI THERAPEUTICS INC COM DNLI	DNLI	11,437	$294.2k0.27%	0.27%	Added +11.4k	+11,370 16970.2%
74	TAPESTRY INC COM TPR	TPR	2,009	$294.1k0.27%	0.27%	Added +520	+520 34.9%
75	QUANTA SVCS INC COM PWR	PWR	407	$293.1k0.27%	0.27%	Added +145	+145 55.3%
76	SCHNEIDER NATIONAL INC CL B SNDR	SNDR	8,017	$292.9k0.27%	0.27%	Added +8.0k	+7,953 12426.6%
77	FORD MTR CO COM F	F	20,888	$290.3k0.27%	0.27%	New
78	WAVE LIFE SCIENCES LTD SHS 96663EUR	96663EUR	48,854	$283.8k0.26%	0.26%	New
79	QUALYS INC COM QLYS	QLYS	2,058	$283.0k0.26%	0.26%	New
80	LEONARDO DRS INC COM DRS	DRS	6,618	$282.4k0.26%	0.26%	Added +5.1k	+5,098 335.4%
81	MERCURY SYS INC COM MRCY	MRCY	2,293	$280.5k0.26%	0.26%	Added +1.3k	+1,256 121.1%
82	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	27,728	$277.3k0.26%	0.26%	Added +27.7k	+27,725 924166.7%
83	VIATRIS INC COM VTRS	VTRS	17,424	$276.7k0.26%	0.26%	New
84	PAR TECHNOLOGY CORP COM PAR	PAR	15,711	$273.7k0.25%	0.25%	Added +4.9k	+4,885 45.1%
85	CARDINAL HEALTH INC COM CAH	CAH	1,151	$273.4k0.25%	0.25%	Reduced -190	-190 -14.2%
86	AMERIPRISE FINL INC COM AMP	AMP	596	$273.4k0.25%	0.25%	New
87	HARMONIC INC COM HLIT	HLIT	16,733	$273.2k0.25%	0.25%	New
88	LEAR CORP COM NEW LEA	LEA	2,029	$272.0k0.25%	0.25%	Added +1.3k	+1,286 173.1%
89	GOODYEAR TIRE & RUBR CO COM GT	GT	41,192	$271.9k0.25%	0.25%	Reduced -2.3k	-2,288 -5.3%
90	HEALTHPEAK PROPERTIES INC COM DOC	DOC	12,627	$270.2k0.25%	0.25%	Reduced -1.6k	-1,559 -11.0%
91	MILLICOM INTL CELLULAR S A COM STK TIGO	TIGO	2,977	$270.2k0.25%	0.25%	New
92	ARROWHEAD PHARMACEUTICALS IN COM ARWR	ARWR	3,311	$269.9k0.25%	0.25%	Added +3.1k	+3,074 1297.0%
93	ARBOR REALTY TRUST INC COM ABR	ABR	49,668	$269.2k0.25%	0.25%	Added +47.4k	+47,354 2046.4%
94	CONCENTRIX CORP COM CNXC	CNXC	11,892	$266.4k0.25%	0.25%	Added +5.4k	+5,418 83.7%
95	BOSTON BEER INC CL A SAM	SAM	1,505	$266.4k0.25%	0.25%	New
96	HALLIBURTON CO COM HAL	HAL	7,753	$263.2k0.24%	0.24%	New
97	LEMONADE INC COM LMND	LMND	4,045	$263.1k0.24%	0.24%	New
98	CENTENE CORP DEL COM CNC	CNC	4,080	$261.9k0.24%	0.24%	Reduced -2.8k	-2,832 -41.0%
99	PVH CORPORATION COM PVH	PVH	3,517	$261.2k0.24%	0.24%	New
100	UNITED AIRLS HLDGS INC COM UAL	UAL	1,912	$260.0k0.24%	0.24%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NORTHERN TR CORP NTRS	NTRS	3,165	$441.7k3.2k shares
SONY GROUP CORP SONY	SONY	20,350	$421.2k20.4k shares
GRAIL INC GRAL	GRAL	7,262	$375.3k7.3k shares
PAYPAL HLDGS INC PYPL	PYPL	7,703	$348.4k7.7k shares
PORTLAND GEN ELEC CO POR	POR	6,345	$334.8k6.3k shares
ABM INDS INC ABM	ABM	8,681	$334.4k8.7k shares
HEALTHCARE RLTY TR HR	HR	17,961	$305.2k18.0k shares
INSPERITY INC NSP	NSP	11,054	$298.9k11.1k shares
GE AEROSPACE GE	GE	1,046	$296.8k1.0k shares
GAMESTOP CORP NEW GME	GME	12,737	$293.5k12.7k shares
AMEREN CORP AEE	AEE	2,661	$292.5k2.7k shares
ANAPTYSBIO INC ANAB	ANAB	5,244	$290.8k5.2k shares
PROGYNY INC PGNY	PGNY	16,969	$288.1k17.0k shares
MASTEC INC MTZ	MTZ	893	$287.3k893 shares
MOELIS & CO MC	MC	4,872	$277.7k4.9k shares
BANK NEW YORK MELLON CORP BNY	BNY	2,335	$277.0k2.3k shares
HUMANA INC HUM	HUM	1,524	$264.2k1.5k shares
BOK FINL CORP BOKF	BOKF	1,971	$252.4k2.0k shares
TD SYNNEX CORPORATION SNX	SNX	1,439	$242.8k1.4k shares
APPIAN CORP APPN	APPN	9,868	$237.9k9.9k shares
INTERPARFUMS INC IPAR	IPAR	2,561	$232.6k2.6k shares
COEUR MNG INC CDE	CDE	12,273	$230.4k12.3k shares
QUANTUMSCAPE CORP QS	QS	35,165	$224.4k35.2k shares
WSFS FINL CORP WSFS	WSFS	3,363	$220.1k3.4k shares
SONOS INC SONO	SONO	16,285	$218.2k16.3k shares