Bayforest Capital Ltd
CIK: 0002048423SEC EDGAR →
Portfolio Value
$134.2B
Holdings
778
As of
Q4 2025
New Positions
778
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SOUTHWEST GAS HLDGS INC | 11,103 | $888.0M | 0.66% |
| 2 | NEW YORK TIMES CO | 12,240 | $849.0M | 0.63% |
| 3 | BEST BUY INC | 10,551 | $706.0M | 0.53% |
| 4 | TELEFONAKTIEBOLAGET LM ERICS | 72,196 | $696.0M | 0.52% |
| 5 | FIRST SOLAR INC | 2,652 | $692.0M | 0.52% |
| 6 | SONY GROUP CORP | 26,850 | $687.0M | 0.51% |
| 7 | KOHLS CORP | 31,979 | $652.0M | 0.49% |
| 8 | MODERNA INC | 21,969 | $647.0M | 0.48% |
| 9 | GENERAL MTRS CO | 7,901 | $642.0M | 0.48% |
| 10 | HUBSPOT INC | 1,570 | $630.0M | 0.47% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (778)
$888.0M · 11K shares
$849.0M · 12K shares
$706.0M · 11K shares
$696.0M · 72K shares
$692.0M · 3K shares
$687.0M · 27K shares
$652.0M · 32K shares
$647.0M · 22K shares
$642.0M · 8K shares
$630.0M · 31K shares
$630.0M · 2K shares
$602.0M · 27K shares
$594.0M · 97K shares
$591.0M · 21K shares
$576.0M · 2K shares
$575.0M · 3K shares
$552.0M · 70K shares
$549.0M · 5K shares
$544.0M · 21K shares
$537.0M · 21K shares
$534.0M · 36K shares
$528.0M · 10K shares
$526.0M · 12K shares
$520.0M · 1K shares
$516.0M · 44K shares
$516.0M · 15K shares
$513.0M · 3K shares
$510.0M · 8K shares
$506.0M · 26K shares
$495.0M · 13K shares
$493.0M · 3K shares
$491.0M · 30K shares
$491.0M · 5K shares
$480.0M · 5K shares
$479.0M · 14K shares
$479.0M · 6K shares
$474.0M · 3K shares
$470.0M · 3K shares
$469.0M · 26K shares
$461.0M · 535 shares
$447.0M · 5K shares
$446.0M · 3K shares
$445.0M · 6K shares
$442.0M · 1K shares
$441.0M · 9K shares
$437.0M · 1K shares
$436.0M · 3K shares
$436.0M · 28K shares
$434.0M · 7K shares
$434.0M · 5K shares
$434.0M · 13K shares
$434.0M · 3K shares
$430.0M · 12K shares
$429.0M · 8K shares
$426.0M · 24K shares
$426.0M · 53K shares
$422.0M · 10K shares
$418.0M · 12K shares
$416.0M · 6K shares
$416.0M · 5K shares
$410.0M · 12K shares
$409.0M · 56K shares
$409.0M · 3K shares
$407.0M · 45K shares
$402.0M · 8K shares
$402.0M · 716 shares
$399.0M · 2K shares
$398.0M · 5K shares
$394.0M · 15K shares
$394.0M · 10K shares
$389.0M · 11K shares
$388.0M · 9K shares
$386.0M · 6K shares
$383.0M · 4K shares
$381.0M · 2K shares
$381.0M · 7K shares
$377.0M · 3K shares
$375.0M · 681 shares
$374.0M · 13K shares
$371.0M · 19K shares
$370.0M · 13K shares
$368.0M · 30K shares
$365.0M · 4K shares
$365.0M · 36K shares
$363.0M · 18K shares
$362.0M · 1K shares
$361.0M · 1K shares
$360.0M · 2K shares
$360.0M · 2K shares
$349.0M · 8K shares
$345.0M · 102 shares
$345.0M · 2K shares
$343.0M · 3K shares
$342.0M · 3K shares
$338.0M · 4K shares
$337.0M · 20K shares
$334.0M · 4K shares
$334.0M · 21K shares
$332.0M · 2K shares
$332.0M · 19K shares
$331.0M · 3K shares
$331.0M · 11K shares
$330.0M · 3K shares
$328.0M · 1K shares
$327.0M · 2K shares
$326.0M · 12K shares
$326.0M · 3K shares
$325.0M · 15K shares
$323.0M · 3K shares
$323.0M · 64K shares
$322.0M · 45K shares
$319.0M · 5K shares
$319.0M · 2K shares
$315.0M · 783 shares
$314.0M · 7K shares
$313.0M · 22K shares
$313.0M · 7K shares
$312.0M · 2K shares
$311.0M · 61K shares
$310.0M · 3K shares
$310.0M · 21K shares
$310.0M · 4K shares
$308.0M · 3K shares
$308.0M · 5K shares
$307.0M · 17K shares
$307.0M · 1K shares
$305.0M · 998 shares
$302.0M · 11K shares
$302.0M · 392 shares
$302.0M · 5K shares
$300.0M · 496 shares
$300.0M · 919 shares
$300.0M · 9K shares
$300.0M · 3K shares
$299.0M · 15K shares
$298.0M · 954 shares
$297.0M · 863 shares
$297.0M · 710 shares
$297.0M · 1K shares
$296.0M · 9K shares
$296.0M · 1K shares
$295.0M · 6K shares
$295.0M · 2K shares
$295.0M · 14K shares
$295.0M · 2K shares
$295.0M · 30K shares
$294.0M · 514 shares
$293.0M · 24K shares
$292.0M · 22K shares
$291.0M · 7K shares
$290.0M · 4K shares
$290.0M · 2K shares
$290.0M · 37K shares
$289.0M · 744 shares
$288.0M · 11K shares
$287.0M · 26K shares
$285.0M · 18K shares
$285.0M · 5K shares
$284.0M · 6K shares
$284.0M · 7K shares
$284.0M · 10K shares
$284.0M · 2K shares
$282.0M · 2K shares
$282.0M · 18K shares
$282.0M · 25K shares
$281.0M · 256 shares
$281.0M · 10K shares
$280.0M · 3K shares
$278.0M · 2K shares
$278.0M · 1K shares
$278.0M · 4K shares
$277.0M · 3K shares
$275.0M · 11K shares
$272.0M · 653 shares
$272.0M · 4K shares
$272.0M · 9K shares
$271.0M · 3K shares
$270.0M · 465 shares
$270.0M · 2K shares
$268.0M · 2K shares
$267.0M · 1K shares
$267.0M · 5K shares
$266.0M · 14K shares
$265.0M · 4K shares
$265.0M · 7K shares
$264.0M · 6K shares
$264.0M · 5K shares
$264.0M · 13K shares
$263.0M · 3K shares
$263.0M · 2K shares
$262.0M · 5K shares
$262.0M · 2K shares
$260.0M · 1K shares
$259.0M · 3K shares
$258.0M · 9K shares
$258.0M · 22K shares
$257.0M · 1K shares
$257.0M · 6K shares
$256.0M · 13K shares
$255.0M · 3K shares
$254.0M · 7K shares
$254.0M · 3K shares
$252.0M · 5K shares
$251.0M · 2K shares
$251.0M · 17K shares
$251.0M · 5K shares
$250.0M · 922 shares
$249.0M · 2K shares
$249.0M · 14K shares
$248.0M · 5K shares
$248.0M · 4K shares
$248.0M · 1K shares
$248.0M · 3K shares
$247.0M · 1K shares
$246.0M · 6K shares
$246.0M · 1K shares
$246.0M · 1K shares
$245.0M · 1K shares
$245.0M · 3K shares
$244.0M · 16K shares
$243.0M · 789 shares
$242.0M · 1K shares
$242.0M · 2K shares
$238.0M · 1K shares
$236.0M · 10K shares
$236.0M · 2K shares
$236.0M · 5K shares
$235.0M · 7K shares
$235.0M · 2K shares
$234.0M · 25K shares
$233.0M · 15K shares
$231.0M · 14K shares
$231.0M · 510 shares
$231.0M · 22K shares
$230.0M · 9K shares
$230.0M · 6K shares
$230.0M · 5K shares
$230.0M · 8K shares
$230.0M · 10K shares
$230.0M · 7K shares
$229.0M · 8K shares
$229.0M · 3K shares
$228.0M · 12K shares
$228.0M · 9K shares
$228.0M · 1K shares
$227.0M · 6K shares
$226.0M · 8K shares
$223.0M · 5K shares
$223.0M · 3K shares
$223.0M · 3K shares
$221.0M · 2K shares
$220.0M · 775 shares
$218.0M · 28K shares
$218.0M · 2K shares
$218.0M · 5K shares
$217.0M · 5K shares
$217.0M · 663 shares
$217.0M · 763 shares
$217.0M · 1K shares
$215.0M · 1K shares
$215.0M · 5K shares
$214.0M · 630 shares
$213.0M · 4K shares
$213.0M · 931 shares
$212.0M · 1K shares
$212.0M · 5K shares
$211.0M · 3K shares
$211.0M · 18K shares
$210.0M · 985 shares
$210.0M · 6K shares
$210.0M · 3K shares
$208.0M · 2K shares
$208.0M · 2K shares
$206.0M · 14K shares
$206.0M · 10K shares
$205.0M · 3K shares
$205.0M · 2K shares
$205.0M · 12K shares
$204.0M · 7K shares
$204.0M · 2K shares
$204.0M · 3K shares
$204.0M · 808 shares
$203.0M · 251 shares
$203.0M · 13K shares
$203.0M · 2K shares
$202.0M · 10K shares
$202.0M · 35K shares
$200.0M · 1K shares
$198.0M · 2K shares
$198.0M · 2K shares
$196.0M · 776 shares
$196.0M · 611 shares
$195.0M · 3K shares
$195.0M · 2K shares
$195.0M · 2K shares
$195.0M · 8K shares
$194.0M · 676 shares
$194.0M · 801 shares
$192.0M · 4K shares
$191.0M · 5K shares
$191.0M · 8K shares
$190.0M · 3K shares
$190.0M · 4K shares
$189.0M · 11K shares
$189.0M · 8K shares
$188.0M · 15K shares
$186.0M · 2K shares
$185.0M · 1K shares
$182.0M · 2K shares
$182.0M · 3K shares
$181.0M · 2K shares
$181.0M · 2K shares
$180.0M · 2K shares
$179.0M · 621 shares
$179.0M · 6K shares
$178.0M · 3K shares
$177.0M · 3K shares
$177.0M · 4K shares
$176.0M · 870 shares
$176.0M · 2K shares
$175.0M · 9K shares
$174.0M · 3K shares
$173.0M · 1K shares
$173.0M · 4K shares
$172.0M · 10K shares
$172.0M · 11K shares
$172.0M · 7K shares
$172.0M · 7K shares
$171.0M · 871 shares
$170.0M · 2K shares
$169.0M · 4K shares
$168.0M · 7K shares
$167.0M · 583 shares
$167.0M · 2K shares
$167.0M · 5K shares
$165.0M · 17K shares
$164.0M · 2K shares
$164.0M · 571 shares
$164.0M · 4K shares
$163.0M · 412 shares
$163.0M · 2K shares
$162.0M · 7K shares
$162.0M · 767 shares
$162.0M · 4K shares
$161.0M · 2K shares
$160.0M · 5K shares
$158.0M · 2K shares
$158.0M · 1K shares
$158.0M · 2K shares
$157.0M · 258 shares
$157.0M · 1K shares
$157.0M · 3K shares
$156.0M · 4K shares
$156.0M · 887 shares
$155.0M · 2K shares
$155.0M · 1K shares
$153.0M · 21 shares
$152.0M · 3K shares
$152.0M · 503 shares
$152.0M · 10K shares
$151.0M · 2K shares
$151.0M · 556 shares
$151.0M · 1K shares
$151.0M · 4K shares
$151.0M · 942 shares
$150.0M · 3K shares
$150.0M · 1K shares
$150.0M · 3K shares
$150.0M · 14K shares
$149.0M · 540 shares
$148.0M · 2K shares
$148.0M · 17K shares
$148.0M · 318 shares
$148.0M · 8K shares
$147.0M · 1K shares
$147.0M · 1K shares
$146.0M · 568 shares
$146.0M · 845 shares
$144.0M · 889 shares
$144.0M · 1K shares
$144.0M · 3K shares
$142.0M · 685 shares
$141.0M · 9K shares
$141.0M · 3K shares
$140.0M · 1K shares
$140.0M · 3K shares
$140.0M · 2K shares
$140.0M · 476 shares
$138.0M · 10K shares
$138.0M · 596 shares
$137.0M · 792 shares
$137.0M · 2K shares
$137.0M · 1K shares
$136.0M · 7K shares
$134.0M · 199 shares
$133.0M · 340 shares
$131.0M · 1K shares
$131.0M · 726 shares
$131.0M · 4K shares
$131.0M · 660 shares
$130.0M · 2K shares
$130.0M · 1K shares
$129.0M · 5K shares
$128.0M · 2K shares
$128.0M · 1K shares
$127.0M · 18K shares
$127.0M · 211 shares
$126.0M · 2K shares
$125.0M · 436 shares
$125.0M · 1K shares
$125.0M · 2K shares
$125.0M · 370 shares
$124.0M · 919 shares
$124.0M · 652 shares
$124.0M · 58 shares
$122.0M · 2K shares
$122.0M · 1K shares
$122.0M · 2K shares
$120.0M · 6K shares
$120.0M · 5K shares
$119.0M · 2K shares
$119.0M · 283 shares
$119.0M · 337 shares
$119.0M · 2K shares
$118.0M · 260 shares
$118.0M · 1K shares
$117.0M · 6K shares
$117.0M · 2K shares
$117.0M · 2K shares
$116.0M · 2K shares
$116.0M · 1K shares
$116.0M · 712 shares
$116.0M · 2K shares
$115.0M · 2K shares
$115.0M · 311 shares
$115.0M · 841 shares
$115.0M · 665 shares
$114.0M · 16K shares
$114.0M · 2K shares
$113.0M · 4K shares
$113.0M · 396 shares
$112.0M · 956 shares
$111.0M · 5K shares
$110.0M · 2K shares
$109.0M · 827 shares
$109.0M · 206 shares
$108.0M · 538 shares
$108.0M · 688 shares
$107.0M · 1K shares
$107.0M · 3K shares
$106.0M · 3K shares
$106.0M · 3K shares
$106.0M · 2K shares
$106.0M · 2K shares
$105.0M · 2K shares
$105.0M · 382 shares
$105.0M · 1K shares
$104.0M · 6K shares
$103.0M · 2K shares
$102.0M · 926 shares
$102.0M · 8K shares
$101.0M · 897 shares
$101.0M · 963 shares
$101.0M · 377 shares
$100.0M · 1K shares
$100.0M · 517 shares
$99.0M · 792 shares
$99.0M · 668 shares
$98.0M · 3K shares
$98.0M · 5K shares
$98.0M · 2K shares
$98.0M · 49 shares
$97.0M · 506 shares
$97.0M · 1K shares
$96.0M · 14K shares
$95.0M · 2K shares
$95.0M · 9K shares
$95.0M · 4K shares
$95.0M · 1K shares
$95.0M · 2K shares
$94.0M · 754 shares
$94.0M · 319 shares
$94.0M · 2K shares
$94.0M · 9K shares
$93.0M · 2K shares
$92.0M · 2K shares
$91.0M · 1K shares
$91.0M · 2K shares
$91.0M · 5K shares
$91.0M · 2K shares
$90.0M · 915 shares
$90.0M · 4K shares
$90.0M · 1K shares
$90.0M · 683 shares
$90.0M · 777 shares
$89.0M · 1K shares
$88.0M · 680 shares
$87.0M · 2K shares
$87.0M · 478 shares
$87.0M · 846 shares
$86.0M · 1K shares
$86.0M · 5K shares
$86.0M · 1K shares
$86.0M · 2K shares
$86.0M · 545 shares
$84.0M · 385 shares
$84.0M · 1K shares
$82.0M · 789 shares
$82.0M · 300 shares
$82.0M · 2K shares
$82.0M · 7K shares
$81.0M · 1K shares
$80.0M · 872 shares
$80.0M · 3K shares
$80.0M · 808 shares
$80.0M · 6K shares
$80.0M · 3K shares
$80.0M · 902 shares
$77.0M · 455 shares
$77.0M · 4K shares
$77.0M · 319 shares
$76.0M · 3K shares
$76.0M · 2K shares
$76.0M · 375 shares
$76.0M · 820 shares
$75.0M · 877 shares
$75.0M · 570 shares
$74.0M · 834 shares
$73.0M · 3K shares
$72.0M · 3K shares
$72.0M · 385 shares
$71.0M · 347 shares
$71.0M · 42 shares
$70.0M · 340 shares
$69.0M · 876 shares
$69.0M · 826 shares
$69.0M · 2K shares
$68.0M · 2K shares
$68.0M · 427 shares
$67.0M · 362 shares
$67.0M · 1K shares
$67.0M · 2K shares
$67.0M · 2K shares
$66.0M · 8K shares
$66.0M · 607 shares
$66.0M · 631 shares
$65.0M · 806 shares
$64.0M · 4K shares
$63.0M · 4K shares
$63.0M · 983 shares
$63.0M · 716 shares
$63.0M · 371 shares
$62.0M · 900 shares
$62.0M · 76 shares
$62.0M · 69 shares
$62.0M · 2K shares
$62.0M · 652 shares
$61.0M · 5K shares
$61.0M · 337 shares
$60.0M · 464 shares
$59.0M · 2K shares
$59.0M · 6K shares
$59.0M · 3K shares
$58.0M · 11 shares
$58.0M · 2K shares
$58.0M · 139 shares
$58.0M · 349 shares
$58.0M · 268 shares
$58.0M · 3K shares
$57.0M · 2K shares
$57.0M · 203 shares
$57.0M · 102 shares
$57.0M · 680 shares
$56.0M · 1K shares
$55.0M · 7K shares
$55.0M · 6K shares
$55.0M · 3K shares
$55.0M · 2K shares
$55.0M · 162 shares
$54.0M · 404 shares
$54.0M · 163 shares
$54.0M · 509 shares
$54.0M · 3K shares
$53.0M · 375 shares
$53.0M · 3K shares
$52.0M · 279 shares
$52.0M · 2K shares
$52.0M · 3K shares
$52.0M · 77 shares
$51.0M · 407 shares
$51.0M · 4K shares
$51.0M · 201 shares
$50.0M · 1K shares
$49.0M · 361 shares
$49.0M · 311 shares
$48.0M · 340 shares
$48.0M · 377 shares
$47.0M · 121 shares
$47.0M · 218 shares
$47.0M · 219 shares
$47.0M · 1K shares
$46.0M · 85 shares
$46.0M · 96 shares
$45.0M · 260 shares
$45.0M · 354 shares
$44.0M · 258 shares
$43.0M · 324 shares
$43.0M · 653 shares
$43.0M · 302 shares
$43.0M · 1K shares
$43.0M · 2K shares
$43.0M · 2K shares
$42.0M · 162 shares
$42.0M · 444 shares
$42.0M · 127 shares
$42.0M · 704 shares
$42.0M · 732 shares
$41.0M · 1K shares
$41.0M · 4K shares
$39.0M · 722 shares
$39.0M · 495 shares
$39.0M · 376 shares
$39.0M · 5K shares
$39.0M · 947 shares
$39.0M · 229 shares
$38.0M · 267 shares
$38.0M · 193 shares
$38.0M · 578 shares
$38.0M · 3K shares
$37.0M · 954 shares
$37.0M · 641 shares
$37.0M · 2K shares
$36.0M · 276 shares
$35.0M · 2K shares
$35.0M · 766 shares
$35.0M · 674 shares
$35.0M · 362 shares
$35.0M · 1K shares
$35.0M · 867 shares
$34.0M · 917 shares
$34.0M · 308 shares
$32.0M · 712 shares
$32.0M · 202 shares
$32.0M · 353 shares
$32.0M · 521 shares
$31.0M · 195 shares
$31.0M · 181 shares
$30.0M · 347 shares
$30.0M · 1K shares
$29.0M · 664 shares
$29.0M · 62 shares
$28.0M · 465 shares
$28.0M · 137 shares
$28.0M · 2K shares
$27.0M · 1K shares
$27.0M · 69 shares
$27.0M · 2K shares
$27.0M · 748 shares
$26.0M · 1K shares
$26.0M · 210 shares
$26.0M · 104 shares
$26.0M · 243 shares
$26.0M · 2K shares
$25.0M · 317 shares
$24.0M · 798 shares
$24.0M · 562 shares
$24.0M · 185 shares
$23.0M · 923 shares
$23.0M · 17 shares
$23.0M · 581 shares
$23.0M · 535 shares
$23.0M · 170 shares
$23.0M · 250 shares
$23.0M · 541 shares
$22.0M · 285 shares
$21.0M · 32 shares
$21.0M · 173 shares
$20.0M · 307 shares
$20.0M · 100 shares
$19.0M · 732 shares
$19.0M · 96 shares
$18.0M · 784 shares
$17.0M · 390 shares
$15.0M · 1K shares
$15.0M · 126 shares
$14.0M · 221 shares
$14.0M · 134 shares
$14.0M · 128 shares
$14.0M · 277 shares
$13.0M · 182 shares
$13.0M · 293 shares
$11.0M · 165 shares
$11.0M · 161 shares
$11.0M · 87 shares
$10.0M · 73 shares
$9.0M · 70 shares
$8.0M · 408 shares
$8.0M · 114 shares
$8.0M · 641 shares
$8.0M · 1K shares
$8.0M · 333 shares
$7.0M · 264 shares
$7.0M · 90 shares
$7.0M · 75 shares
$7.0M · 202 shares
$6.0M · 39 shares
$6.0M · 44 shares
$5.0M · 102 shares
$5.0M · 58 shares
$5.0M · 182 shares
$5.0M · 18 shares
$5.0M · 75 shares
$5.0M · 62 shares
$4.0M · 70 shares
$4.0M · 227 shares
$4.0M · 180 shares
$3.0M · 139 shares
$3.0M · 31 shares
$3.0M · 40 shares
$3.0M · 194 shares
$3.0M · 19 shares
$3.0M · 49 shares
$3.0M · 35 shares
$3.0M · 54 shares
$3.0M · 354 shares
$3.0M · 45 shares
$3.0M · 9 shares
$3.0M · 33 shares
$3.0M · 10 shares
$3.0M · 11 shares
$2.0M · 14 shares
$2.0M · 11 shares
$2.0M · 21 shares
$2.0M · 41 shares
$2.0M · 14 shares
$2.0M · 201 shares
$2.0M · 45 shares
$2.0M · 21 shares
$2.0M · 64 shares
$2.0M · 35 shares
$2.0M · 28 shares
$2.0M · 28 shares
$2.0M · 129 shares
$1.0M · 40 shares
$1.0M · 11 shares
$1.0M · 6 shares
$1.0M · 10 shares
$1.0M · 15 shares
$1.0M · 114 shares
$1.0M · 72 shares
$1.0M · 5 shares
$1.0M · 17 shares
$1.0M · 8 shares
$1.0M · 5 shares
$1.0M · 47 shares
$1.0M · 8 shares
$1.0M · 67 shares
$0 · 1 shares
$0 · 1 shares
$0 · 5 shares
$0 · 2 shares
$0 · 24 shares
$0 · 29 shares
$0 · 5 shares
$0 · 6 shares
$0 · 34 shares
$0 · 21 shares
$0 · 15 shares
$0 · 4 shares
$0 · 9 shares
$0 · 1 shares
$0 · 9 shares
$0 · 1 shares
$0 · 21 shares
$0 · 13 shares
$0 · 2 shares
$0 · 95 shares
$0 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 124 | $22.6B | 16.9% |
| Consumer Cyclical | 104 | $19.4B | 14.5% |
| Industrials | 104 | $17.9B | 13.4% |
| Financial Services | 102 | $15.1B | 11.3% |
| Healthcare | 78 | $13.0B | 9.7% |
| Unknown | 51 | $8.2B | 6.1% |
| Consumer Defensive | 42 | $7.8B | 5.8% |
| Energy | 41 | $7.1B | 5.3% |
| Real Estate | 42 | $7.1B | 5.3% |
| Basic Materials | 34 | $5.7B | 4.3% |
| Utilities | 27 | $5.3B | 4.0% |
| Communication Services | 29 | $4.6B | 3.4% |