Bayforest Capital Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$89.3M
Q ending 2026-03-31
Prior quarter
$134.2M
Q ending 2025-12-31
Change
-33.4% QoQ · -61.1% YoY
Positions
879
reported holdings
Largest positions
Top 100 of 879 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Draftkings Inc New | DKNG | Shares | $521K | 24K |
| Apogee Therapeutics Inc | APGE | Shares | $510K | 6K |
| Sandisk Corp | SNDK | Shares | $510K | 803 |
| Piper Sandler Companies | PIPR | Shares | $444K | 6K |
| Rush Enterprises Inc | RUSHA | Shares | $442K | 7K |
| Northern Tr Corp | NTRS | Shares | $442K | 3K |
| Sony Group Corp | SONY | Shares | $421K | 20K |
| Roku Inc | ROKU | Shares | $396K | 4K |
| Fastly Inc | FSLY | Shares | $391K | 13K |
| Huntington Ingalls Inds Inc | HII | Shares | $386K | 1K |
| Grail Inc | GRAL | Shares | $375K | 7K |
| Cirrus Logic Inc | CRUS | Shares | $374K | 3K |
| First Solar Inc | FSLR | Shares | $360K | 2K |
| Five Below Inc | FIVE | Shares | $349K | 2K |
| Paypal Hldgs Inc | PYPL | Shares | $348K | 8K |
| Arcbest Corp | ARCB | Shares | $346K | 4K |
| Cvs Health Corp | CVS | Shares | $346K | 5K |
| Kohls Corp | KSS | Shares | $342K | 27K |
| Irhythm Holdings Inc | IRTC | Shares | $337K | 3K |
| Landstar Sys Inc | LSTR | Shares | $335K | 2K |
| Portland Gen Elec Co | POR | Shares | $335K | 6K |
| Abm Inds Inc | ABM | Shares | $334K | 9K |
| Mckesson Corp | MCK | Shares | $330K | 381 |
| Bath & Body Works Inc | BBWI | Shares | $329K | 18K |
| Solaredge Technologies Inc | SEDG | Shares | $329K | 6K |
| Evercore Inc | EVR | Shares | $326K | 1K |
| Lyondellbasell Industries Nv | Shares | $325K | 4K | |
| Victorias Secret And Co | VSXY | Shares | $320K | 7K |
| Xometry Inc | XMTR | Shares | $319K | 8K |
| Bread Financial Holdings Inc | BFH | Shares | $309K | 4K |
| Joby Aviation Inc | Shares | $307K | 37K | |
| Healthcare Rlty Tr | HR | Shares | $305K | 18K |
| Medpace Hldgs Inc | MEDP | Shares | $303K | 631 |
| Insperity Inc | NSP | Shares | $299K | 11K |
| Ge Aerospace | GE | Shares | $297K | 1K |
| Bank Hawaii Corp | BOH | Shares | $296K | 4K |
| Gamestop Corp | GME | Shares | $293K | 13K |
| Ameren Corp | AEE | Shares | $292K | 3K |
| Etoro Group Ltd | Shares | $292K | 10K | |
| Moog Inc | MOG/A | Shares | $291K | 994 |
| Anaptysbio Inc | ANAB | Shares | $291K | 5K |
| Ross Stores Inc | ROST | Shares | $289K | 1K |
| Goodyear Tire & Rubr Co | GT | Shares | $288K | 43K |
| Progyny Inc | PGNY | Shares | $288K | 17K |
| Mastec Inc | MTZ | Shares | $287K | 893 |
| Cardinal Health Inc | CAH | Shares | $283K | 1K |
| Moelis & Co | MC | Shares | $278K | 5K |
| Pricesmart Inc | PSMT | Shares | $278K | 2K |
| Bank New York Mellon Corp | BNY | Shares | $277K | 2K |
| Qorvo Inc | QRVO | Shares | $274K | 4K |
| Q2 Hldgs Inc | QTWO | Shares | $270K | 6K |
| Xpo Inc | XPO | Shares | $268K | 1K |
| Fifth Third Bancorp | FITB | Shares | $267K | 6K |
| Mongodb Inc | MDB | Shares | $265K | 1K |
| Humana Inc | HUM | Shares | $264K | 2K |
| Pebblebrook Hotel Tr | PEB | Shares | $262K | 21K |
| Kimco Realty Corp | KIM | Shares | $260K | 12K |
| First Hawaiian Inc | FHB | Shares | $255K | 10K |
| Amkor Technology Inc | AMKR | Shares | $254K | 6K |
| Iron Mtn Inc Del | IRM | Shares | $253K | 2K |
| Bok Finl Corp | BOKF | Shares | $252K | 2K |
| Teleflex Incorporated | TFX | Shares | $249K | 2K |
| Ball Corp | BALL | Shares | $246K | 4K |
| Infosys Ltd | INFY | Shares | $244K | 18K |
| Helmerich & Payne Inc | HP | Shares | $244K | 7K |
| Td Synnex Corporation | SNX | Shares | $243K | 1K |
| Rli Corp | RLI | Shares | $242K | 4K |
| Smartstop Self Storag Reit I | SMA | Shares | $240K | 8K |
| Ryman Hospitality Pptys Inc | RHP | Shares | $240K | 3K |
| Dillards Inc | DDS | Shares | $240K | 419 |
| Appian Corp | APPN | Shares | $238K | 10K |
| United Rentals Inc | URI | Shares | $238K | 326 |
| Crocs Inc | CROX | Shares | $237K | 3K |
| Rivian Automotive Inc | RIVN | Shares | $234K | 16K |
| Atlas Energy Solutions Inc | AESI | Shares | $233K | 18K |
| Healthpeak Properties Inc | DOC | Shares | $233K | 14K |
| Primoris Svcs Corp | PRIM | Shares | $233K | 2K |
| Interparfums Inc | IPAR | Shares | $233K | 3K |
| Ttm Technologies Inc | TTMI | Shares | $232K | 2K |
| Coeur Mng Inc | CDE | Shares | $230K | 12K |
| Disc Medicine Inc | IRON | Shares | $228K | 4K |
| Embraer S.A. | EMBJ | Shares | $228K | 4K |
| Barrick Mng Corp | B | Shares | $227K | 6K |
| Centene Corp Del | CNC | Shares | $226K | 7K |
| Tutor Perini Corp | TPC | Shares | $226K | 3K |
| Quantumscape Corp | QS | Shares | $224K | 35K |
| Millrose Pptys Inc | MRP | Shares | $223K | 8K |
| Pan Amern Silver Corp | PAAS | Shares | $222K | 4K |
| Mercadolibre Inc | MELI | Shares | $221K | 128 |
| Mercury Genl Corp New | MCY | Shares | $221K | 3K |
| Nov Inc | NOV | Shares | $221K | 12K |
| Wsfs Finl Corp | WSFS | Shares | $220K | 3K |
| Onemain Hldgs Inc | OMF | Shares | $220K | 4K |
| Sonos Inc | SONO | Shares | $218K | 16K |
| Dell Technologies Inc | DELL | Shares | $218K | 1K |
| Spotify Technology S A | Shares | $218K | 449 | |
| Pegasystems Inc | PEGA | Shares | $218K | 5K |
| Tesla Inc | TSLA | Shares | $217K | 585 |
| Propetro Hldg Corp | PUMP | Shares | $215K | 15K |
| Gxo Logistics Incorporated | GXO | Shares | $215K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.