§ 13F · FUND PROFILE
Bayforest Capital Ltd.
AUM · $108M (13F)Positions · 917Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SLDE | SLIDE INS HLDGS INC | 35K | $684K | 0.6% | NEW |
| 2 | ARE | ALEXANDRIA REAL ESTATE EQ IN | 11K | $558K | 0.5% | +7086% |
| 3 | PRM | PERIMETER SOLUTIONS INC | 15K | $525K | 0.5% | +685% |
| 4 | NTAP | NETAPP INC | 3K | $479K | 0.4% | +419% |
| 5 | TALO | TALOS ENERGY INC | 37K | $474K | 0.4% | +5944% |
| 6 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2K | $468K | 0.4% | +1822% |
| 7 | AI | C3 AI INC | 51K | $465K | 0.4% | +1272% |
| 8 | SEDG | SOLAREDGE TECHNOLOGIES INC | 8K | $449K | 0.4% | +19% |
| 9 | HNGE | HINGE HEALTH INC | 5K | $445K | 0.4% | +23% |
| 10 | MRP | MILLROSE PPTYS INC | 15K | $444K | 0.4% | +85% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYFOREST SIGNAL
AC read
Bayforest Capital Ltd is a Other fund managing $108 million in assets. The fund runs a broad portfolio of 917 positions.
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