Bayforest Capital Ltd
Follow13F filer, CIK 2048423, LONDON, United Kingdom
Bayforest Capital Ltd reported $210,334,803 across 717 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 5.75% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002048423-25-000009
- Period
- 2025-09-30
- Reported value
- $210M
- Holdings
- 717
- Top 10 weight
- 5.75%
- New
- 239
- Sold out
- 234
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IDCCnew | +3,132 | $1.08M |
| CVInew | +28,975 | $1.06M |
| JKHYnew | +6,700 | $998K |
| SONnew | +22,622 | $975K |
| LRCXnew | +7,049 | $944K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ARWRreduced | -53,759 | -$1.85M |
| SEDGreduced | -44,764 | -$1.66M |
| KGCreduced | -54,908 | -$1.36M |
| FTIreduced | -32,107 | -$1.27M |
| KTBreduced | -15,736 | -$1.26M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 717 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CHTRCHARTER COMMUNICATIONS INC | 3,067 | $1.25M | shares |
| GMEGAMESTOP CORP | 48,936 | $1.19M | shares |
| ESNTESSENT GROUP LTD | 18,096 | $1.1M | shares |
| SONYSONY GROUP CORP | 40,507 | $1.05M | shares |
| PLNTPLANET FITNESS MASTER ISSUER | 8,899 | $970K | shares |
| ELLAUDER ESTEE COS INC | 11,419 | $923K | shares |
| PTCTPTC THERAPEUTICS INC | 18,779 | $917K | shares |
| TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW | 34,700 | $894K | shares |
| ALGTALLEGIANT TRAVEL CO | 15,714 | $863K | shares |
| PSXPHILLIPS 66 | 7,190 | $858K | shares |
| INFYINFOSYS LTD | 45,231 | $838K | shares |
| VEEVVEEVA SYS INC | 2,834 | $816K | shares |
| HRBBLOCK H & R INC | 14,303 | $785K | shares |
| UBSUBS GROUP AG | 22,622 | $765K | shares |
| KMXCARMAX INC | 10,080 | $677K | shares |
| EXPOEXPONENT INC | 8,914 | $666K | shares |
| NJRNEW JERSEY RES CORP | 14,393 | $645K | shares |
| ONTOONTO INNOVATION INC | 6,124 | $618K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 42,157 | $579K | shares |
| NVAXNOVAVAX INC | 91,476 | $576K | shares |
| DDOGDATADOG INC | 4,177 | $561K | shares |
| VNOVORNADO RLTY TR | 14,481 | $554K | shares |
| LMTLOCKHEED MARTIN CORP | 1,182 | $547K | shares |
| SMTCSEMTECH CORP | 11,783 | $532K | shares |
| SUSUNCOR ENERGY INC NEW | 14,028 | $525K | shares |
| MOHMOLINA HEALTHCARE INC | 1,700 | $506K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 2,069 | $503K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 647 | $496K | shares |
| MANHMANHATTAN ASSOCIATES INC | 2,436 | $481K | shares |
| ONBOLD NATL BANCORP IND | 22,535 | $481K | shares |
| TMHCTAYLOR MORRISON HOME CORP | 7,624 | $468K | shares |
| AMCOR PLCAMCOR PLC | 50,947 | $468K | shares |
| NRGNRG ENERGY INC | 2,898 | $465K | shares |
| NVRNVR INC | 63 | $465K | shares |
| SEESEALED AIR CORP NEW | 14,920 | $463K | shares |
| AIC3 AI INC | 18,648 | $458K | shares |
| DTMDT MIDSTREAM INC | 4,150 | $456K | shares |
| BXMTBLACKSTONE MORTGAGE TRUST IN | 23,588 | $454K | shares |
| KKRKKR & CO INC | 3,389 | $451K | shares |
| NVDANVIDIA CORPORATION | 2,803 | $443K | shares |
| INSMINSMED INC | 4,098 | $412K | shares |
| ZTSZOETIS INC | 2,635 | $411K | shares |
| PCTYPAYLOCITY HLDG CORP | 2,255 | $409K | shares |
| EQNREQUINOR ASA | 16,174 | $407K | shares |
| TTCTORO CO | 5,742 | $406K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 34,893 | $401K | shares |
| KLICKULICKE & SOFFA INDS INC | 11,508 | $398K | shares |
| RBLXROBLOX CORP | 3,732 | $393K | shares |
| FLRFLUOR CORP | 7,521 | $386K | shares |
| CPBTHE CAMPBELLS COMPANY | 12,481 | $383K | shares |
| ZIMZIM INTEGRATED SHIPPING SERV | 23,537 | $379K | shares |
| CNQCANADIAN NAT RES LTD MED TER | 11,952 | $375K | shares |
| KDKYNDRYL HLDGS INC | 8,906 | $374K | shares |
| AXONAXON ENTERPRISE INC | 447 | $370K | shares |
| BBIOBRIDGEBIO PHARMA INC | 8,552 | $369K | shares |
| MTNVAIL RESORTS INC | 2,342 | $368K | shares |
| GMEDGLOBUS MED INC | 6,170 | $364K | shares |
| SCCOSOUTHERN COPPER CORP | 3,541 | $358K | shares |
| SBACSBA COMMUNICATIONS CORP | 1,520 | $357K | shares |
| MACMACERICH CO | 21,382 | $346K | shares |
| NVSTENVISTA HOLDINGS CORPORATION | 17,241 | $337K | shares |
| DUOLDUOLINGO INC | 792 | $325K | shares |
| ALKSALKERMES PLC | 11,242 | $322K | shares |
| EQTEQT CORP | 5,493 | $320K | shares |
| BBWIBATH & BODY WORKS INC | 10,510 | $315K | shares |
| WYWEYERHAEUSER CO | 12,237 | $314K | shares |
| VMIVALMONT INDS INC | 922 | $301K | shares |
| RPDRAPID7 INC | 12,576 | $291K | shares |
| OCOWENS CORNING NEW | 2,055 | $283K | shares |
| FHIFEDERATED HERMES INC | 6,267 | $278K | shares |
| MORNMORNINGSTAR INC | 858 | $269K | shares |
| GGALGRUPO FINANCIERO GALICIA S.A | 5,332 | $269K | shares |
| SIGISELECTIVE INS GROUP INC | 3,081 | $267K | shares |
| TMUST-MOBILE US INC | 1,083 | $258K | shares |
| ICUIICU MED INC | 1,942 | $257K | shares |
| CAGCONAGRA BRANDS INC | 12,135 | $248K | shares |
| GDGENERAL DYNAMICS CORP | 843 | $246K | shares |
| ILMNILLUMINA INC | 2,555 | $244K | shares |
| CVLTCOMMVAULT SYS INC | 1,349 | $235K | shares |
| CARGCARGURUS INC | 6,769 | $227K | shares |
| FULFULLER H B CO | 3,670 | $221K | shares |
| GWWWW GRAINGER INC | 207 | $215K | shares |
| BEKEKE HLDGS INC | 12,026 | $213K | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 13,415 | $212K | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 8,550 | $209K | shares |
| ALLEALLEGION PLC | 1,438 | $207K | shares |
| CACCCREDIT ACCEP CORP MICH | 404 | $206K | shares |
| UBERUBER TECHNOLOGIES INC | 2,172 | $203K | shares |
| GVAGRANITE CONSTR INC | 2,152 | $201K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 102 | $200K | shares |
| CACICACI INTL INC | 417 | $199K | shares |
| CCJCAMECO CORP | 2,568 | $191K | shares |
| KHCKRAFT HEINZ CO | 7,169 | $185K | shares |
| MTBM & T BK CORP | 916 | $178K | shares |
| PAYCPAYCOM SOFTWARE INC | 766 | $177K | shares |
| RBARB GLOBAL INC | 1,633 | $173K | shares |
| LAMRLAMAR ADVERTISING CO | 1,415 | $172K | shares |
| CUZCOUSINS PPTYS INC | 5,700 | $171K | shares |
| GTMZOOMINFO TECHNOLOGIES INC | 16,166 | $164K | shares |
| CBOECBOE GLOBAL MKTS INC | 681 | $159K | shares |
| SQMSOCIEDAD QUIMICA Y MINERA DE | 4,481 | $158K | shares |
| AEISADVANCED ENERGY INDS | 1,173 | $155K | shares |
| TRNOTERRENO RLTY CORP | 2,714 | $152K | shares |
| XPXP INC | 7,465 | $151K | shares |
| CMCANADIAN IMPERIAL BANK OF CO | 2,123 | $150K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 658 | $149K | shares |
| DLBDOLBY LABORATORIES INC | 1,983 | $147K | shares |
| XRAYDENTSPLY SIRONA INC | 9,272 | $147K | shares |
| BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP | 1,112 | $143K | shares |
| KLACKLA CORP | 151 | $135K | shares |
| DEIDOUGLAS EMMETT INC | 8,721 | $131K | shares |
| WSCWILLSCOT HLDGS CORP | 4,770 | $131K | shares |
| BRKRBRUKER CORP | 3,075 | $127K | shares |
| CENXCENTURY ALUM CO | 6,883 | $124K | shares |
| MCOMOODYS CORP | 245 | $123K | shares |
| NKENIKE INC | 1,705 | $121K | shares |
| BRBRBELLRING BRANDS INC | 1,994 | $116K | shares |
| COLMCOLUMBIA SPORTSWEAR CO | 1,851 | $113K | shares |
| BILLBILL HOLDINGS INC | 2,417 | $112K | shares |
| AVYAVERY DENNISON CORP | 632 | $111K | shares |
| ADCAGREE RLTY CORP | 1,515 | $111K | shares |
| RRCRANGE RES CORP | 2,708 | $110K | shares |
| AMEDISYS INCAMEDISYS INC | 1,111 | $109K | shares |
| RLRALPH LAUREN CORP | 396 | $109K | shares |
| PKGPACKAGING CORP AMER | 574 | $108K | shares |
| SSNCSS&C TECH HLDGS | 1,237 | $102K | shares |
| HTGCHERCULES CAPITAL INC | 5,289 | $96.7K | shares |
| FROGJFROG LTD | 2,136 | $93.7K | shares |
| EIXEDISON INTL | 1,769 | $91.3K | shares |
| YUMYUM BRANDS INC | 613 | $90.8K | shares |
| CNMDCONMED CORP | 1,727 | $89.9K | shares |
| ROSTROSS STORES INC | 698 | $89.1K | shares |
| NICENICE LTD | 517 | $87.3K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 846 | $81.2K | shares |
| MCMOELIS & CO | 1,297 | $80.8K | shares |
| GNTXGENTEX CORP | 3,671 | $80.7K | shares |
| DOXAMDOCS LTD | 880 | $80.3K | shares |
| GPNGLOBAL PMTS INC | 966 | $77.3K | shares |
| RDYDR REDDYS LABS LTD | 5,083 | $76.4K | shares |
| ASMLASML HLDG NV | 93 | $74.5K | shares |
| PFEPFIZER INC | 3,005 | $72.8K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 226 | $69.7K | shares |
| ACADACADIA PHARMACEUTICALS INC | 3,224 | $69.5K | shares |
| ABCBAMERIS BANCORP | 1,046 | $67.7K | shares |
| HESS CORPHESS CORP | 466 | $64.6K | shares |
| WTFCWINTRUST FINL CORP | 510 | $63.2K | shares |
| JNJJOHNSON & JOHNSON | 409 | $62.5K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 621 | $61.9K | shares |
| MMSMAXIMUS INC | 870 | $61.1K | shares |
| EXCEXELON CORP | 1,286 | $55.8K | shares |
| AJGGALLAGHER ARTHUR J & CO | 170 | $54.4K | shares |
| COINCOINBASE GLOBAL INC | 137 | $48K | shares |
| JUNIPER NETWORKS INCJUNIPER NETWORKS INC | 1,142 | $45.6K | shares |
| MTSIMACOM TECH SOLUTIONS HLDGS I | 300 | $43K | shares |
| OHIOMEGA HEALTHCARE INVS INC | 1,129 | $41.4K | shares |
| BKUBANKUNITED INC | 1,111 | $39.5K | shares |
| ZSZSCALER INC | 113 | $35.5K | shares |
| EWBCEAST WEST BANCORP INC | 346 | $34.9K | shares |
| VRSNVERISIGN INC | 116 | $33.5K | shares |
| TENBTENABLE HLDGS INC | 937 | $31.7K | shares |
| NVSNOVARTIS AG | 255 | $30.9K | shares |
| OLEDUNIVERSAL DISPLAY CORP | 194 | $30K | shares |
| CHRDCHORD ENERGY CORPORATION | 290 | $28.1K | shares |
| SPGIS&P GLOBAL INC | 53 | $27.9K | shares |
| NOWSERVICENOW INC | 26 | $26.7K | shares |
| FNDFLOOR & DECOR HLDGS INC | 330 | $25.1K | shares |
| ITGARTNER INC | 62 | $25.1K | shares |
| SWKSTANLEY BLACK & DECKER INC | 346 | $23.4K | shares |
| CORCENCORA INC | 78 | $23.4K | shares |
| PPLPPL CORP | 678 | $23K | shares |
| THCTENET HEALTHCARE CORP | 125 | $22K | shares |
| BACBANK OF AMER CORP | 439 | $20.8K | shares |
| SIGSIGNET JEWELERS LTD | 251 | $20K | shares |
| ENSGENSIGN GROUP INC | 126 | $19.4K | shares |
| NSCNORFOLK SOUTHN CORP | 73 | $18.7K | shares |
| HRMYHARMONY BIOSCIENCES HLDGS IN | 588 | $18.6K | shares |
| PBHPRESTIGE CONSMR HEALTHCARE I | 228 | $18.2K | shares |
| NGGNATIONAL GRID PLC | 240 | $17.9K | shares |
| KIMKIMCO REALTY CORP | 839 | $17.6K | shares |
| CIENCIENA CORP | 215 | $17.5K | shares |
| SLGNSILGAN HLDGS INC | 319 | $17.3K | shares |
| WATWATERS CORP | 48 | $16.8K | shares |
| BMABANCO MACRO S A | 234 | $16.4K | shares |
| CBRECBRE GROUP INC | 115 | $16.1K | shares |
| JJACOBS SOLUTIONS INC | 119 | $15.6K | shares |
| BHPBHP BILLITON LIMITED | 296 | $14.2K | shares |
| HOMBHOME BANCSHARES INC | 484 | $13.8K | shares |
| RGAREINSURANCE GROUP AMER INC | 69 | $13.7K | shares |
| KEXKIRBY CORP | 118 | $13.4K | shares |
| PBPROSPERITY BANCSHARES INC | 189 | $13.3K | shares |
| POOLPOOL CORP | 45 | $13.1K | shares |
| OPCHOPTION CARE HEALTH INC | 400 | $13K | shares |
| CRSCARPENTER TECHNOLOGY CORP | 45 | $12.4K | shares |
| CHDCHURCH & DWIGHT CO INC | 126 | $12.1K | shares |
| EQHEQUITABLE HLDGS INC | 207 | $11.6K | shares |
| VTRSVIATRIS INC | 1,206 | $10.8K | shares |
| ACIALBERTSONS COMPANIES INC | 473 | $10.2K | shares |
| FDSFACTSET RESH SYS INC | 22 | $9.84K | shares |
| TFXTELEFLEX INCORPORATED | 83 | $9.82K | shares |
| ASNDASCENDIS PHARMA A/S | 51 | $8.8K | shares |
| RHIROBERT HALF INC. | 206 | $8.46K | shares |
| TNLTRAVEL PLUS LEISURE CO | 156 | $8.05K | shares |
| WENWENDYS CO | 662 | $7.56K | shares |
| CRICARTERS INC | 248 | $7.47K | shares |
| FLOFLOWERS FOODS INC | 432 | $6.9K | shares |
| WABWABTEC | 31 | $6.49K | shares |
| MMM3M CO | 42 | $6.39K | shares |
| GTLSCHART INDS INC | 37 | $6.09K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 19 | $5.86K | shares |
| REDFIN CORPREDFIN CORP | 461 | $5.16K | shares |
| ENOVENOVIS CORPORATION | 146 | $4.58K | shares |
| OUTOUTFRONT MEDIA INC | 266 | $4.34K | shares |
| CLSCELESTICA INC | 26 | $4.06K | shares |
| SPGSIMON PPTY GROUP INC NEW | 25 | $4.02K | shares |
| ETSYETSY INC | 78 | $3.91K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 32 | $3.73K | shares |
| AVNTAVIENT CORPORATION | 108 | $3.49K | shares |
| HALOHALOZYME THERAPEUTICS INC | 62 | $3.23K | shares |
| CFLTCONFLUENT INC-CLASS A | 125 | $3.12K | shares |
| UPSUNITED PARCEL SVCS INC | 27 | $2.73K | shares |
| SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC | 57 | $2.68K | shares |
| XYLXYLEM INC | 19 | $2.46K | shares |
| TKRTIMKEN CO | 27 | $1.96K | shares |
| VKTXVIKING THERAPEUTICS INC | 68 | $1.8K | shares |
| MPMP MATERIALS CORP | 50 | $1.66K | shares |
| ESSESSEX PPTY TR INC | 4 | $1.13K | shares |
| CLCOLGATE PALMOLIVE CO | 9 | $818 | shares |
| LOGILOGITECH INTL S A | 9 | $811 | shares |
| PVHPVH CORPORATION | 9 | $617 | shares |
| LIILENNOX INTL INC | 1 | $573 | shares |
| INGRINGREDION INC | 4 | $542 | shares |
| ZIONZIONS BANCORPORATION NATL AS | 4 | $208 | shares |
| MRKMERCK & CO INC | 2 | $158 | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 1 | $124 | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002048423-25-000009 | base | 2025-10-24 | acceptance time not in the bulk data set |