Bayforest Capital Ltd

13F filer · CIK 0002048423

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$108MU.S. long equity reported on 13F

Positions917372 new · 332 closed

Net flow last quarter+$2.69MBuys minus sells

Top 10 positions weight4.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026917 positions
SLDESlide Insurance Holdings, Inc.	$684K	0.63%	0.03%	New	Q2 2026
AREAlexandria Real Estate Equities, Inc.	$558K	0.52%	0.01%	+7085.7%	Q4 2024
PRMPerimeter Solutions, Inc.	$525K	0.49%	0.01%	+685.4%	Q1 2026
NTAPNetApp, Inc.	$479K	0.44%	0.00%	+419.1%	Q2 2025
TALOTalos Energy Inc.	$474K	0.44%	0.02%	+5944.1%	Q1 2026
ABGAsbury Automotive Group Inc	$468K	0.43%	0.01%	+1822.3%	Q4 2024
AIC3.ai, Inc.	$465K	0.43%	1.46%	+1272.0%	Q4 2024
SEDGSolaredge Technologies, Inc.	$449K	0.41%	0.01%	+19.2%	Q4 2024
HNGEHinge Health, Inc.	$445K	0.41%	0.03%	+23.4%	Q1 2026
MRPMillrose Properties, Inc.	$444K	0.41%	Not reported	+85.0%	Q1 2026
CHRDChord Energy Corp	$435K	0.40%	0.01%	+208.5%	Q2 2025
GOLDGold.com, Inc.	$425K	0.39%	0.04%	New	Q2 2026
BANDBandwidth Inc.	$421K	0.39%	Not reported	New	Q2 2026
PRGOPERRIGO Co plc	$412K	0.38%	0.03%	+2233.4%	Q1 2025
NOGNorthern Oil & Gas, Inc.	$405K	0.37%	0.02%	+547.4%	Q4 2024
GAPGap Inc	$401K	0.37%	0.01%	+10912.8%	Q4 2024
CFGCitizens Financial Group Inc	$396K	0.37%	0.00%	Not reported	Q4 2025
RCUSArcus Biosciences, Inc.	$392K	0.36%	0.01%	+45.0%	Q4 2025
FRTFederal Realty Investment Trust	$391K	0.36%	0.00%	Not reported	Q1 2025
CNHCNH Industrial N.V.	$389K	0.36%	0.00%	+979.2%	Q4 2024
BKDBrookdale Senior Living Inc.	$384K	0.36%	0.01%	+202.5%	Q1 2026
ONDSOndas Inc.	$384K	0.36%	0.01%	+475.3%	Q1 2026
TROXTronox Holdings plc	$381K	0.35%	0.04%	New	Q2 2026
XMTRXometry, Inc.	$381K	0.35%	0.01%	-49.4%	Q1 2026
ENVAEnova International, Inc.	$376K	0.35%	0.01%	+56.6%	Q1 2026
JXNJackson Financial Inc.	$373K	0.34%	0.01%	+1362.7%	Q2 2025
AKRAcadia Realty Trust	$371K	0.34%	0.01%	+1089.5%	Q1 2026
BEAMBeam Therapeutics Inc.	$369K	0.34%	0.01%	Not reported	Q3 2025
BMNRBitmine Immersion Technologies, Inc.	$368K	0.34%	0.00%	New	Q2 2026
PFGPrincipal Financial Group Inc	$367K	0.34%	0.00%	+5982.1%	Q1 2026
PAGSPagSeguro Digital Ltd.	$364K	0.34%	0.02%	+208.5%	Q4 2025
IRMIron Mountain Inc	$364K	0.34%	0.00%	+16.4%	Q4 2024
PHINPhinia Inc.	$364K	0.34%	0.01%	New	Q2 2026
NBISNebius Group N.V.	$363K	0.34%	0.00%	New	Q2 2026
VRDNViridian Therapeutics, Inc.\DE	$363K	0.34%	0.02%	New	Q2 2026
TMOThermo Fisher Scientific Inc.	$361K	0.33%	0.00%	+675.3%	Q1 2026
GFFGriffon Corp	$358K	0.33%	0.01%	+1156.5%	Q1 2026
CRLCharles River Laboratories International, Inc.	$356K	0.33%	0.00%	+647.6%	Q2 2025
APGEApogee Therapeutics, Inc.	$355K	0.33%	0.00%	-55.9%	Q1 2026
LAURLaureate Education, Inc.	$355K	0.33%	0.01%	+1674.9%	Q3 2025
VSTVistra Corp.	$346K	0.32%	0.00%	Not reported	Q4 2024
VEEVVeeva Systems Inc	$345K	0.32%	0.00%	Not reported	Q2 2025
SAICScience Applications International Corp	$342K	0.32%	0.01%	Not reported	Q4 2024
COCOVita Coco Company, Inc.	$341K	0.32%	0.01%	New	Q2 2026
EXCExelon Corp	$338K	0.31%	0.00%	+297.4%	Q4 2024
AESAes Corp	$337K	0.31%	0.00%	+63.3%	Q4 2024
KBRKBR, Inc.	$335K	0.31%	0.01%	+143.3%	Q4 2024
CBRLCracker Barrel Old Country Store, Inc	$333K	0.31%	0.03%	+58.7%	Q1 2025
DXCDXC Technology Co	$332K	0.31%	0.02%	+3554.8%	Q1 2025
PTGXProtagonist Therapeutics, Inc	$328K	0.30%	0.00%	New	Q2 2026

Q1 2026Reported Apr 15, 2026877 positions
DKNGDraftKings Inc.	$521K	0.58%	Not reported	+60.6%	Q1 2025
APGEApogee Therapeutics, Inc.	$510K	0.57%	0.01%	New	Q1 2026
SNDKSandisk Corp	$510K	0.57%	0.00%	New	Q1 2026
PIPRPiper Sandler Companies	$444K	0.50%	0.01%	New	Q1 2026
RUSHARush Enterprises Inc \tx\	$442K	0.50%	Not reported	New	Q1 2026
NTRSNorthern Trust Corp	$442K	0.49%	0.00%	-8.8%	Q3 2025
SONYSony Group Corp	$421K	0.47%	0.00%	-24.2%	Q4 2024
ROKURoku, Inc	$396K	0.44%	0.00%	+20.1%	Q1 2025
FSLYFastly, Inc.	$391K	0.44%	0.01%	+14069.5%	Q4 2025
HIIHuntington Ingalls Industries, Inc.	$386K	0.43%	0.00%	+527.2%	Q3 2025
GRALGRAIL, Inc.	$375K	0.42%	0.02%	New	Q1 2026
CRUSCirrus Logic, Inc.	$374K	0.42%	0.01%	-44.3%	Q4 2024
FSLRFirst Solar, Inc.	$360K	0.40%	0.00%	-31.3%	Q4 2025
FIVEFive Below, Inc	$349K	0.39%	0.00%	+447.7%	Q1 2025
PYPLPayPal Holdings, Inc.	$348K	0.39%	0.00%	+185.6%	Q4 2024
ARCBArcbest Corp	$346K	0.39%	0.02%	+2.1%	Q2 2025
CVSCVS HEALTH Corp	$346K	0.39%	0.00%	+449.5%	Q1 2025
KSSKOHLS Corp	$342K	0.38%	0.02%	-17.0%	Q1 2025
IRTCiRhythm Holdings, Inc.	$337K	0.38%	0.01%	-1.2%	Q4 2024
LSTRLandstar System Inc	$335K	0.38%	0.01%	+27.3%	Q4 2024
PORPortland General Electric Co	$335K	0.37%	0.01%	-31.0%	Q4 2024
ABMAbm Industries Inc	$334K	0.37%	0.01%	-30.3%	Q3 2025
MCKMckesson Corp	$330K	0.37%	0.00%	+401.3%	Q4 2024
BBWIBath & Body Works, Inc.	$329K	0.37%	0.01%	+33.7%	Q1 2025
SEDGSolaredge Technologies, Inc.	$329K	0.37%	0.01%	-68.6%	Q4 2024
EVREvercore Inc.	$326K	0.37%	Not reported	+73.5%	Q1 2025
LYBLyondellBasell Industries N.V.	$325K	0.36%	0.00%	-58.6%	Q3 2025
VSXYVictoria's Secret & Co.	$320K	0.36%	0.01%	+145.9%	Q1 2025
XMTRXometry, Inc.	$319K	0.36%	0.02%	New	Q1 2026
BFHBread Financial Holdings, Inc.	$309K	0.35%	0.01%	-31.3%	Q4 2024
JOBYJoby Aviation, Inc.	$307K	0.34%	0.00%	New	Q1 2026
HRHealthcare Realty Trust Inc	$305K	0.34%	0.01%	+31.3%	Q4 2024
MEDPMedpace Holdings, Inc.	$303K	0.34%	0.00%	-11.9%	Q4 2024
NSPInsperity, Inc.	$299K	0.33%	0.03%	Not reported	Q1 2025
GEGeneral Electric Co	$297K	0.33%	0.00%	+32.6%	Q4 2024
BOHBank of Hawaii Corp	$296K	0.33%	0.01%	Not reported	Q1 2025
GMEGameStop Corp.	$293K	0.33%	0.00%	-14.5%	Q4 2024
AEEAmeren Corp	$292K	0.33%	0.00%	-46.0%	Q3 2025
ETOReToro Group Ltd.	$292K	0.33%	Not reported	New	Q1 2026
MOG.AMoog Inc.	$291K	0.33%	Not reported	New	Q1 2026
ANABAnaptysbio, Inc	$291K	0.33%	0.02%	New	Q1 2026
ROSTRoss Stores, Inc.	$289K	0.32%	0.00%	-30.4%	Q4 2024
GTGoodyear Tire & Rubber Co	$288K	0.32%	0.02%	+155.9%	Q1 2025
PGNYProgyny, Inc.	$288K	0.32%	0.02%	-20.0%	Q1 2025
MTZMastec Inc	$287K	0.32%	0.00%	-49.2%	Q4 2024
CAHCardinal Health Inc	$283K	0.32%	0.00%	-52.1%	Q2 2025
MCMoelis & Co	$278K	0.31%	Not reported	+125.8%	Q4 2024
PSMTPricesmart Inc	$278K	0.31%	0.01%	New	Q1 2026
BNYBank of New York Mellon Corp	$277K	0.31%	0.00%	-18.3%	Q3 2025
QRVOQorvo, Inc.	$274K	0.31%	0.00%	-37.7%	Q2 2025

Q4 2025Reported Jan 27, 2026776 positions
SWXSouthwest Gas Holdings, Inc.	$888K	0.66%	0.02%	+177.3%	Q4 2024
NYTNew York Times Co	$850K	0.63%	Not reported	+16.4%	Q4 2024
BBYBest Buy Co Inc	$706K	0.53%	0.01%	+18.5%	Q1 2025
ERICEricsson LM Telephone Co	$697K	0.52%	Not reported	+20.2%	Q4 2024
FSLRFirst Solar, Inc.	$693K	0.52%	0.00%	New	Q4 2025
SONYSony Group Corp	$687K	0.51%	0.00%	Not reported	Q4 2024
KSSKOHLS Corp	$653K	0.49%	0.03%	-35.8%	Q1 2025
MRNAModerna, Inc.	$648K	0.48%	0.01%	+44.9%	Q3 2025
GMGeneral Motors Co	$643K	0.48%	0.00%	+52.7%	Q1 2025
KEYKeycorp	$631K	0.47%	0.00%	+287.1%	Q2 2025
HUBSHubspot Inc	$630K	0.47%	0.00%	+33.4%	Q4 2024
TNDMTandem Diabetes Care Inc	$602K	0.45%	0.04%	+42.1%	Q4 2024
PTONPeloton Interactive, Inc.	$594K	0.44%	Not reported	-34.9%	Q4 2024
SEDGSolaredge Technologies, Inc.	$591K	0.44%	0.03%	-49.6%	Q4 2024
EXPEExpedia Group, Inc.	$576K	0.43%	0.00%	-22.4%	Q1 2025
CAHCardinal Health Inc	$575K	0.43%	0.00%	-45.4%	Q2 2025
UMCUnited Microelectronics Corp	$552K	0.41%	0.00%	+17.7%	Q2 2025
CRUSCirrus Logic, Inc.	$550K	0.41%	0.01%	-51.4%	Q4 2024
PGNYProgyny, Inc.	$544K	0.41%	0.03%	-39.5%	Q1 2025
FHBFirst Hawaiian, Inc.	$537K	0.40%	0.02%	+725.7%	Q3 2025
FSKFS KKR Capital Corp	$534K	0.40%	0.01%	Not reported	Q1 2025
VALValaris Ltd	$529K	0.39%	0.02%	-25.1%	Q4 2024
ABMAbm Industries Inc	$527K	0.39%	0.02%	+113.2%	Q3 2025
TSLATesla, Inc.	$520K	0.39%	0.00%	+36.4%	Q2 2025
CALYCallaway Golf Co	$517K	0.39%	0.02%	-30.4%	Q4 2024
DKNGDraftKings Inc.	$517K	0.39%	Not reported	-28.3%	Q1 2025
IRTCiRhythm Holdings, Inc.	$514K	0.38%	0.01%	-50.2%	Q4 2024
FRPTFreshpet, Inc.	$510K	0.38%	0.02%	+168.1%	Q4 2024
RIVNRivian Automotive, Inc. / DE	$507K	0.38%	0.00%	Not reported	Q1 2025
INTCIntel Corp	$495K	0.37%	0.00%	New	Q4 2025
VRTVertiv Holdings Co	$493K	0.37%	0.00%	-32.6%	Q4 2024
AEEAmeren Corp	$492K	0.37%	0.00%	+198.9%	Q3 2025
AGFirst Majestic Silver Corp	$492K	0.37%	0.01%	Not reported	Q4 2024
EXKEndeavour Silver Corp	$480K	0.36%	0.00%	Not reported	Q4 2024
TOSTToast, Inc.	$480K	0.36%	0.01%	-7.7%	Q4 2024
QRVOQorvo, Inc.	$480K	0.36%	0.01%	+370.7%	Q2 2025
NTRSNorthern Trust Corp	$474K	0.35%	0.00%	+478.5%	Q3 2025
DUOLDuolingo, Inc.	$471K	0.35%	0.02%	Not reported	Q4 2024
INFYInfosys Ltd	$470K	0.35%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$461K	0.34%	0.00%	+194.0%	Q4 2024
ACGLArch Capital Group Ltd.	$447K	0.33%	0.00%	-32.5%	Q4 2024
STZConstellation Brands, Inc.	$446K	0.33%	Not reported	-53.6%	Q4 2024
BFHBread Financial Holdings, Inc.	$445K	0.33%	0.01%	-65.5%	Q4 2024
SITMSITIME Corp	$442K	0.33%	0.00%	+12.1%	Q3 2025
PORPortland General Electric Co	$441K	0.33%	0.01%	-58.3%	Q4 2024
IDCCInterDigital, Inc.	$437K	0.33%	0.01%	-56.2%	Q3 2025
AALAmerican Airlines Group Inc.	$437K	0.33%	0.00%	+83.7%	Q2 2025
ARESAres Management Corp	$437K	0.33%	0.00%	+84.1%	Q4 2024
WTFCWintrust Financial Corp	$435K	0.32%	0.00%	Not reported	Q1 2025
BYDBoyd Gaming Corp	$435K	0.32%	0.01%	+49.1%	Q4 2024

Q3 2025Reported Oct 24, 2025715 positions
SEDGSolaredge Technologies, Inc.	$1.51M	0.72%	0.07%	-52.4%	Q4 2024
PTONPeloton Interactive, Inc.	$1.33M	0.63%	Not reported	-18.6%	Q4 2024
CCICrown Castle Inc.	$1.29M	0.62%	0.00%	-19.4%	Q4 2024
MRCYMercury Systems Inc	$1.2M	0.57%	0.03%	+4.6%	Q2 2025
CRUSCirrus Logic, Inc.	$1.2M	0.57%	0.02%	+178.7%	Q4 2024
DLTRDollar Tree, Inc.	$1.17M	0.56%	0.01%	-15.2%	Q4 2024
HUMHumana Inc	$1.14M	0.54%	0.00%	+1.8%	Q4 2024
TNETTrinet Group, Inc.	$1.13M	0.54%	0.03%	-0.9%	Q4 2024
IDCCInterDigital, Inc.	$1.08M	0.51%	0.01%	New	Q3 2025
CVICVR Energy Inc	$1.06M	0.50%	0.03%	Not reported	Q1 2025
CELHCelsius Holdings, Inc.	$1.01M	0.48%	0.01%	-18.1%	Q1 2025
FTDRFrontdoor, Inc.	$1M	0.48%	0.02%	-21.4%	Q2 2025
IRTCiRhythm Holdings, Inc.	$999K	0.47%	0.02%	+53.4%	Q4 2024
JKHYJack Henry & Associates Inc	$998K	0.47%	0.01%	New	Q3 2025
KRCKilroy Realty Corp	$976K	0.46%	0.02%	+512.9%	Q1 2025
SONSonoco Products Co	$975K	0.46%	0.02%	New	Q3 2025
BFHBread Financial Holdings, Inc.	$972K	0.46%	0.04%	+79.5%	Q4 2024
PORPortland General Electric Co	$971K	0.46%	0.02%	+115.4%	Q4 2024
PTCPTC Inc.	$954K	0.45%	0.00%	+64.8%	Q1 2025
LRCXLam Research Corp	$944K	0.45%	0.00%	Not reported	Q4 2024
JBGSJBG SMITH Properties	$940K	0.45%	0.07%	New	Q3 2025
STZConstellation Brands, Inc.	$939K	0.45%	Not reported	+5810.2%	Q4 2024
BILIBilibili Inc.	$939K	0.45%	Not reported	-38.6%	Q4 2024
SMCISuper Micro Computer, Inc.	$925K	0.44%	0.00%	+189.8%	Q2 2025
MTZMastec Inc	$918K	0.44%	0.01%	-20.4%	Q4 2024
FBPFirst Bancorp	$898K	0.43%	0.03%	+191.9%	Q2 2025
STESTERIS plc	$898K	0.43%	0.00%	+112.8%	Q4 2024
MEDPMedpace Holdings, Inc.	$895K	0.43%	0.01%	+8605.0%	Q4 2024
LNCLincoln National Corp	$886K	0.42%	0.01%	+308.0%	Q2 2025
PIIPolaris Inc.	$878K	0.42%	0.03%	-52.4%	Q4 2024
CGNXCognex Corp	$876K	0.42%	0.01%	+20.1%	Q1 2025
MNSTMonster Beverage Corp	$865K	0.41%	0.00%	-0.8%	Q4 2024
TXG10x Genomics, Inc.	$840K	0.40%	0.06%	-24.3%	Q4 2024
BABoeing Co	$807K	0.38%	0.00%	+33.3%	Q2 2025
CAHCardinal Health Inc	$805K	0.38%	0.00%	+81.0%	Q2 2025
WMSAdvanced Drainage Systems, Inc.	$795K	0.38%	0.01%	New	Q3 2025
HOGHarley-Davidson, Inc.	$790K	0.38%	0.02%	-45.2%	Q2 2025
DKNGDraftKings Inc.	$782K	0.37%	Not reported	-13.0%	Q1 2025
RHPRyman Hospitality Properties, Inc.	$776K	0.37%	0.01%	New	Q3 2025
SPRSpirit AeroSystems Holdings, Inc.	$774K	0.37%	0.02%	+56.1%	Q1 2025
STSensata Technologies Holding plc	$773K	0.37%	0.02%	+3.0%	Q1 2025
OLNOLIN Corp	$770K	0.37%	0.03%	Not reported	Q4 2024
NFGNational Fuel Gas Co	$769K	0.37%	0.01%	+253.0%	Q4 2024
SUISun Communities Inc	$767K	0.36%	0.00%	Not reported	Q4 2024
KSSKOHLS Corp	$765K	0.36%	0.04%	Not reported	Q1 2025
SAMBoston Beer Co Inc	$756K	0.36%	Not reported	+70.5%	Q4 2024
PGNYProgyny, Inc.	$754K	0.36%	0.04%	+2106.3%	Q1 2025
AOSSmith A O Corp	$750K	0.36%	0.01%	Not reported	Q1 2025
NTESNetEase, Inc.	$743K	0.35%	0.00%	-19.3%	Q4 2024
JCIJohnson Controls International plc	$738K	0.35%	0.00%	+86.1%	Q4 2024

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