DOSSIER · 13F-HR · Q2 2026

Bayforest Capital Ltd

$108M in tracked AUM across 917 positions as of Q2 2026.

BC
CIK 0002048423 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
917
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bayforest Capital Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SLDE
SLIDE INS HLDGS INC
$684K35K0.6%
02
ARE
ALEXANDRIA REAL ESTATE EQ IN
$558K11K0.5%
03
PRM
PERIMETER SOLUTIONS INC
$525K15K0.5%
04
NTAP
NETAPP INC
$479K3K0.4%
05
TALO
TALOS ENERGY INC
$474K37K0.4%
06
ABG
ASBURY AUTOMOTIVE GROUP INC
$468K2K0.4%
07
AI
C3 AI INC
$465K51K0.4%
08
SEDG
SOLAREDGE TECHNOLOGIES INC
$449K8K0.4%
09
HNGE
HINGE HEALTH INC
$445K5K0.4%
10
MRP
MILLROSE PPTYS INC
$444K15K0.4%

Filing history

2026Q2Jun 30
$108M 21.1%
917 positionsView →
2026Q1Mar 31
$89M 33.4%
879 positionsView →
2025Q4Dec 31
$134M 36.2%
778 positionsView →
2025Q3Sep 30
$210M 8.1%
717 positionsView →
2025Q2Jun 30
$229M 89.5%
713 positionsLocked
2025Q1Mar 31
$121M 51.3%
712 positionsLocked
2024Q4Dec 31
$80M
672 positionsLocked