Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bayforest Capital Ltd (CIK 2048423) reported $89.3M across 879 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DKNG ($520,761, 0.58%), SNDK ($510,178, 0.57%), APGE ($510,323, 0.57%), RUSHA ($442,210, 0.50%), PIPR ($443,684, 0.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DKNG | DRAFTKINGS INC NEW | $520,761 | 0.58% | 24,087 | Added |
| 2 | SNDK | SANDISK CORP | $510,178 | 0.57% | 803 | New |
| 3 | APGE | APOGEE THERAPEUTICS INC | $510,323 | 0.57% | 6,063 | New |
| 4 | RUSHA | RUSH ENTERPRISES INC | $442,210 | 0.50% | 6,689 | New |
| 5 | PIPR | PIPER SANDLER COMPANIES | $443,684 | 0.50% | 5,796 | New |
| 6 | NTRS | NORTHERN TR CORP | $441,739 | 0.49% | 3,165 | Trimmed |
| 7 | SONY | SONY GROUP CORP | $421,245 | 0.47% | 20,350 | Trimmed |
| 8 | ROKU | ROKU INC | $395,606 | 0.44% | 4,181 | Added |
| 9 | FSLY | FASTLY INC | $391,177 | 0.44% | 13,461 | Added |
| 10 | HII | HUNTINGTON INGALLS INDS INC | $385,978 | 0.43% | 1,016 | Added |
| 11 | GRAL | GRAIL INC | $375,300 | 0.42% | 7,262 | New |
| 12 | CRUS | CIRRUS LOGIC INC | $373,987 | 0.42% | 2,586 | Trimmed |
| 13 | FSLR | FIRST SOLAR INC | $359,605 | 0.40% | 1,823 | Trimmed |
| 14 | PYPL | PAYPAL HLDGS INC | $348,407 | 0.39% | 7,703 | Added |
| 15 | FIVE | FIVE BELOW INC | $349,117 | 0.39% | 1,528 | Added |
| 16 | CVS | CVS HEALTH CORP | $345,741 | 0.39% | 4,814 | Added |
| 17 | ARCB | ARCBEST CORP | $346,227 | 0.39% | 3,520 | Added |
| 18 | LSTR | LANDSTAR SYS INC | $335,208 | 0.38% | 2,091 | Added |
| 19 | KSS | KOHLS CORP | $342,276 | 0.38% | 26,533 | Trimmed |
| 20 | IRTC | IRHYTHM HOLDINGS INC | $337,419 | 0.38% | 2,859 | Trimmed |
| 21 | SEDG | SOLAREDGE TECHNOLOGIES INC | $329,017 | 0.37% | 6,445 | Trimmed |
| 22 | POR | PORTLAND GEN ELEC CO | $334,826 | 0.37% | 6,345 | Trimmed |
| 23 | MCK | MCKESSON CORP | $329,702 | 0.37% | 381 | Added |
| 24 | EVR | EVERCORE INC | $326,271 | 0.37% | 1,093 | Added |
| 25 | BBWI | BATH & BODY WORKS INC | $329,357 | 0.37% | 17,641 | Added |
Source: SEC Form 13F filings · as of 2026-03-31