Q2 2026 13F · SEC CIK 2048423

Bayforest Capital Ltd

Hedge fundFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $108.2M
Reported positions: 917
Holdings vs S&P 500, 3 yrs: —
Assets under management: $318.1M

Bayforest Capital Ltd is a hedge fund that reported 917 positions worth $108.2M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Slide Ins Hldgs Inc (SLDE, 0.6%), Alexandria Real Estate Eq in (ARE, 0.5%), Perimeter Solutions Inc (PRM, 0.5%).

Bayforest Capital Ltd holdings largest 50 of 917 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bayforest Capital Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SLDESlide Ins Hldgs Inc	0.6%	—	35,302	—	$684K
AREAlexandria Real Estate Eq in	0.5%	—	10,563	—	$558K
PRMPerimeter Solutions Inc	0.5%	—	14,719	—	$525K
NTAPNetapp Inc	0.4%	—	3,094	—	$479K
TALOTalos Energy Inc	0.4%	—	36,748	—	$474K
ABGAsbury Automotive Group	0.4%	—	2,326	—	$468K
AIC3 Ai Inc	0.4%	—	51,203	—	$465K
SEDGSolaredge Technologies Inc	0.4%	0.4%	7,680	+19.2%	$449K
HNGEHinge Health, Inc.	0.4%	—	5,364	—	$445K
MRPMillrose Pptys Inc	0.4%	—	14,763	—	$444K
CHRDChord Energy Corporation	0.4%	—	3,804	—	$435K
AMRKGold Com Inc	0.4%	—	10,219	—	$425K
BANDBandwidth Inc	0.4%	—	6,656	—	$421K
PRGOPerrigo Co PLC	0.4%	—	39,667	—	$412K
NOGNorthern Oil & Gas Inc	0.4%	—	22,327	—	$405K
GPSGap Inc/the	0.4%	—	21,475	—	$401K
CFGCitizens Finl Group Inc	0.4%	—	5,647	—	$396K
RCUSArcus Biosciences Inc.	0.4%	—	12,709	—	$392K
FRTFederal Rlty Invt Tr New	0.4%	—	3,170	—	$391K
CNHICnh Indl N V	0.4%	—	34,632	—	$389K
BKDBrookdale Sr Living Inc	0.4%	—	23,887	—	$384K
ONDSOndas Inc	0.4%	—	46,618	—	$384K
TROXTronox Holdings PLC	0.4%	—	60,552	—	$381K
XMTRXometry, Inc.	0.4%	0.4%	3,951	-49.4%	$381K
ENVAEnova Intl Inc	0.3%	—	1,561	—	$376K
JXNJackson Financial Inc	0.3%	—	3,642	—	$373K
AKRAcadia Rlty Tr	0.3%	—	17,747	—	$371K
BEAMBeam Therapeutics Inc	0.3%	—	10,740	—	$369K
BMNRBitmine Immersion Techs Inc	0.3%	—	27,656	—	$368K
PFGPrincipal Financial Group in	0.3%	—	3,406	—	$367K
PAGSPagseguro Digital Ltd	0.3%	—	40,237	—	$364K
IRMIron Mtn Inc Del	0.3%	—	2,882	—	$364K
PHINPhinia Inc	0.3%	—	4,419	—	$364K
NBISNebius Group N.v.	0.3%	—	1,316	—	$363K
VRDNViridian Therapeutics Inc	0.3%	—	19,775	—	$363K
TMOThermo Fisher Scientific Inc	0.3%	—	721	—	$361K
GFFGriffon Corp	0.3%	—	3,669	—	$358K
CRLCharles Riv Labs Intl Inc	0.3%	—	1,570	—	$356K
APGEApogee Therapeutics Inc	0.3%	0.6%	2,674	-55.9%	$355K
LAURLaureate Ed Inc	0.3%	—	9,762	—	$355K
VSTVistra Corp	0.3%	—	2,180	—	$346K
VEEVVeeva Sys Inc	0.3%	—	1,943	—	$345K
SAICScience Applications Intl Co	0.3%	—	3,094	—	$342K
COCOVita Coco Co Inc	0.3%	—	5,158	—	$341K
EXCExelon Corp	0.3%	—	7,240	—	$338K
AESAES Corp	0.3%	—	22,991	—	$337K
KBRKbr Inc	0.3%	—	9,691	—	$335K
CBRLCracker Barrel Old Country Sto	0.3%	—	6,256	—	$333K
DXCDxc Technology Co	0.3%	—	37,498	—	$332K
PTGXProtagonist Therapeutics Inc	0.3%	—	2,675	—	$328K

What Bayforest Capital Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SEDG Solaredge Technologies Inc+19.2% shares

Reduced

APGE Apogee Therapeutics Inc-55.9% shares
XMTR Xometry, Inc.-49.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$108.2M	917
Q1 2026	$89.3M	879
Q4 2025	$134.2M	778
Q3 2025	$210.3M	717
Q2 2025	$228.9M	712
Q1 2025	$229.6M	712
Q4 2024	$79.8M	672

Questions about Bayforest Capital Ltd's portfolio

What stocks does Bayforest Capital Ltd own?

Bayforest Capital Ltd's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 917 positions worth $108.2M. The largest are Slide Ins Hldgs Inc (SLDE) at 0.6%, Alexandria Real Estate Eq in (ARE) at 0.5%, Perimeter Solutions Inc (PRM) at 0.5%, Netapp Inc (NTAP) at 0.4% and Talos Energy Inc (TALO) at 0.4%.

What did Bayforest Capital Ltd buy last quarter?

In Q2 2026, Bayforest Capital Ltd added Solaredge Technologies Inc (SEDG) (+19.2% shares), compared with its Q1 2026 filing.

What did Bayforest Capital Ltd sell last quarter?

In Q2 2026, Bayforest Capital Ltd cut from its top 50 Draftkings Inc (DKNG), cut from its top 50 Sandisk Corp (SNDK), cut from its top 50 Piper Sandler Companies (PIPR), cut from its top 50 Rush Enterprises Inc (RUSHA), cut from its top 50 Northern Trust Corp (NTRS), Apogee Therapeutics Inc (APGE) (-55.9% shares) and Xometry, Inc. (XMTR) (-49.4% shares), compared with its Q1 2026 filing.

When is Bayforest Capital Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bayforest Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bayforest Capital Ltd manage?

Bayforest Capital Ltd reported $318.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $108.2M.