本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Bayforest Capital Ltd (CIK 2048423) reported $108.2M across 917 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SLDE ($683,800, 0.63%), ARE ($558,255, 0.52%), PRM ($524,732, 0.49%), NTAP ($478,827, 0.44%), TALO ($474,417, 0.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SLDE | SLIDE INS HLDGS INC | $683,800 | 0.63% | 35,302 | New |
| 2 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $558,255 | 0.52% | 10,563 | Added |
| 3 | PRM | PERIMETER SOLUTIONS INC | $524,732 | 0.49% | 14,719 | Added |
| 4 | NTAP | NETAPP INC | $478,827 | 0.44% | 3,094 | Added |
| 5 | TALO | TALOS ENERGY INC | $474,417 | 0.44% | 36,748 | Added |
| 6 | ABG | ASBURY AUTOMOTIVE GROUP INC | $467,712 | 0.43% | 2,326 | Added |
| 7 | AI | C3 AI INC | $465,435 | 0.43% | 51,203 | Added |
| 8 | HNGE | HINGE HEALTH INC | $445,212 | 0.41% | 5,364 | Added |
| 9 | MRP | MILLROSE PPTYS INC | $443,628 | 0.41% | 14,763 | Added |
| 10 | SEDG | SOLAREDGE TECHNOLOGIES INC | $448,819 | 0.41% | 7,680 | Added |
| 11 | CHRD | CHORD ENERGY CORPORATION | $434,797 | 0.40% | 3,804 | Added |
| 12 | BAND | BANDWIDTH INC | $421,325 | 0.39% | 6,656 | New |
| 13 | GOLD | GOLD COM INC | $425,213 | 0.39% | 10,219 | New |
| 14 | PRGO | PERRIGO CO PLC | $412,140 | 0.38% | 39,667 | Added |
| 15 | CFG | CITIZENS FINL GROUP INC | $395,685 | 0.37% | 5,647 | New |
| 16 | GAP | GAP INC | $401,153 | 0.37% | 21,475 | Added |
| 17 | NOG | NORTHERN OIL & GAS INC | $405,235 | 0.37% | 22,327 | Added |
| 18 | BKD | BROOKDALE SR LIVING INC | $384,342 | 0.36% | 23,887 | Added |
| 19 | CNH | CNH INDL N V | $388,917 | 0.36% | 34,632 | Added |
| 20 | FRT | FEDERAL RLTY INVT TR NEW | $391,305 | 0.36% | 3,170 | New |
| 21 | ONDS | ONDAS INC | $384,132 | 0.36% | 46,618 | Added |
| 22 | RCUS | ARCUS BIOSCIENCES INC | $391,818 | 0.36% | 12,709 | Added |
| 23 | ENVA | ENOVA INTL INC | $375,780 | 0.35% | 1,561 | Added |
| 24 | TROX | TRONOX HOLDINGS PLC | $381,478 | 0.35% | 60,552 | New |
| 25 | XMTR | XOMETRY INC | $381,351 | 0.35% | 3,951 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30