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Bayforest Capital Ltd · 13F 持仓分析
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Bayforest Capital Ltd

No.9029 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.08亿
环比变动 Q1 2026
+$1,888.5万+21.1%
持仓股票数
917
新买入
372
加仓
263
减仓
271
清仓
334
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
KENVUE COMKVUE
0.63%$68.4万3.5万股$00股+3.5万股新买入
AALEXANDRIA REAL ESTATE EQ INARE
0.52%0.01%$55.8万1.1万股$6,824147股+1.0万股+7,085.71%加仓
PERIMETER SOLUTIONSPRM
0.49%0.05%$52.5万1.5万股$4.6万1,874股+1.3万股+685.43%加仓
NetAppNTAP
0.44%0.07%$47.9万3,094股$6.1万596股+2,498股+419.13%加仓
TTALOS ENERGYTALO
0.44%0.01%$47.4万3.7万股$9,582608股+3.6万股+5,944.08%加仓
ASBURY AUTOMOTIVEABG
0.43%0.03%$46.8万2,326股$2.4万121股+2,205股+1,822.31%加仓
C3.ai Inc Ordinary Shares - Class AAI
0.43%0.04%$46.5万5.1万股$3.1万3,732股+4.7万股+1,272.00%加仓
SSOLAREDGE TECHNOLOGIESSEDG
0.41%0.37%$44.9万7,680股$32.9万6,445股+1,235股+19.16%加仓
HHINGE HEALTHHNGE
0.41%0.19%$44.5万5,364股$16.8万4,347股+1,017股+23.40%加仓
MMILLROSE PPTYS INC CLASS AMRP
0.41%0.25%$44.4万1.5万股$22.3万7,979股+6,784股+85.02%加仓
CCHORD ENERGYCHRD
0.4%0.2%$43.5万3,804股$17.5万1,233股+2,571股+208.52%加仓
GGOLD COMGOLD
0.39%$42.5万1.0万股$00股+1.0万股新买入
BBANDWIDTH INC COM CL ABAND
0.39%$42.1万6,656股$00股+6,656股新买入
PPERRIGOPRGO
0.38%0.02%$41.2万4.0万股$1.8万1,700股+3.8万股+2,233.35%加仓
NNORTHERN OIL & GASNOG
0.37%0.11%$40.5万2.2万股$10.1万3,449股+1.9万股+547.35%加仓
GGAPGAP
0.37%0.01%$40.1万2.1万股$4,719195股+2.1万股+10,912.82%加仓
Citizens金融CFG
0.37%$39.6万5,647股$00股+5,647股新买入
ARCUS BIOSCIENCESRCUS
0.36%0.21%$39.2万1.3万股$18.9万8,767股+3,942股+44.96%加仓
FEDERAL RLTY INVT TR NEWFRT
0.36%$39.1万3,170股$00股+3,170股新买入
CNH INDLCNH
0.36%0.04%$38.9万3.5万股$3.5万3,209股+3.1万股+979.21%加仓
BBROOKDALE SR LIVINGBKD
0.36%0.12%$38.4万2.4万股$10.8万7,897股+1.6万股+202.48%加仓
ONDASONDS
0.36%0.08%$38.4万4.7万股$7.3万8,103股+3.9万股+475.32%加仓
TTRONOXTROX
0.35%$38.1万6.1万股$00股+6.1万股新买入
XOMETRYXMTR
0.35%0.36%$38.1万3,951股$31.9万7,812股-3,861股-49.42%减仓
ENOVA INTLENVA
0.35%0.15%$37.6万1,561股$13.5万997股+564股+56.57%加仓
JJACKSON FINANCIALJXN
0.34%0.03%$37.3万3,642股$2.6万249股+3,393股+1,362.65%加仓
ACADIA RLTY TRAKR
0.34%0.03%$37.1万1.8万股$2.9万1,492股+1.6万股+1,089.48%加仓
BBEAM THERAPEUTICSBEAM
0.34%$36.9万1.1万股$00股+1.1万股新买入
BBITMINE IMMERSION TECHS INCBMNR
0.34%$36.8万2.8万股$00股+2.8万股新买入
PPRINCIPAL FINANCIAL INPFG
0.34%0.01%$36.7万3,406股$5,04656股+3,350股+5,982.14%加仓
PAGSEGURO DIGITALPAGS
0.34%0.15%$36.4万4.0万股$13.1万1.3万股+2.7万股+208.54%加仓
IRON MTN DEL COMIRM
0.34%0.28%$36.4万2,882股$25.3万2,476股+406股+16.40%加仓
PHINIA COMMON STOCKPHIN
0.34%$36.4万4,419股$00股+4,419股新买入
NEBIUSNBIS
0.34%$36.3万1,316股$00股+1,316股新买入
VVIRIDIAN THERAPEUTICSVRDN
0.34%$36.3万2.0万股$00股+2.0万股新买入
T赛默飞世尔TMO
0.33%0.05%$36.1万721股$4.6万93股+628股+675.27%加仓
GRIFFONGFF
0.33%0.02%$35.8万3,669股$2.1万292股+3,377股+1,156.51%加仓
CCHARLES RIV LABS INTLCRL
0.33%0.04%$35.6万1,570股$3.6万210股+1,360股+647.62%加仓
APOGEE THERAPEUTICSAPGE
0.33%0.57%$35.5万2,674股$51.0万6,063股-3,389股-55.90%减仓
LAUREATE EDLAUR
0.33%0.02%$35.5万9,762股$1.9万550股+9,212股+1,674.91%加仓
VistraVST
0.32%$34.6万2,180股$00股+2,180股新买入
VeevaVEEV
0.32%$34.5万1,943股$00股+1,943股新买入
SSCIENCE APPLICATIONS INTLSAIC
0.32%$34.2万3,094股$00股+3,094股新买入
VITA COCOCOCO
0.32%$34.1万5,158股$00股+5,158股新买入
E爱克斯龙EXC
0.31%0.1%$33.8万7,240股$8.9万1,822股+5,418股+297.37%加仓
AES COMAES
0.31%0.22%$33.7万2.3万股$19.8万1.4万股+8,914股+63.32%加仓
KKBRKBR
0.31%0.16%$33.5万9,691股$14.7万3,984股+5,707股+143.25%加仓
CRACKER BARREL OLD CTRYCBRL
0.31%0.12%$33.3万6,256股$11.1万3,943股+2,313股+58.66%加仓
DDXC TECHNOLOGYDXC
0.31%0.01%$33.2万3.7万股$1.3万1,026股+3.6万股+3,554.78%加仓
PPROTAGONIST THERAPEUTICSPTGX
0.3%$32.8万2,675股$00股+2,675股新买入

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