Bayforest Capital Ltd

Est. AUM

$89.3M

13F long equity, this entity only

Positions

879

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DRAFTKINGS INC NEW	COM CL A	$521K	24087	0.58%	SOLE
2	APOGEE THERAPEUTICS INC	COM	$510K	6063	0.57%	SOLE
3	SANDISK CORP	COM	$510K	803	0.57%	SOLE
4	PIPER SANDLER COMPANIES	COM NEW	$444K	5796	0.50%	SOLE
5	RUSH ENTERPRISES INC	CL A	$442K	6689	0.50%	SOLE
6	NORTHERN TR CORP	COM	$442K	3165	0.50%	SOLE
7	SONY GROUP CORP	SPONSORED ADR	$421K	20350	0.47%	SOLE
8	ROKU INC	COM CL A	$396K	4181	0.44%	SOLE
9	FASTLY INC	CL A	$391K	13461	0.44%	SOLE
10	HUNTINGTON INGALLS INDS INC	COM	$386K	1016	0.43%	SOLE
11	GRAIL INC	COM	$375K	7262	0.42%	SOLE
12	CIRRUS LOGIC INC	COM	$374K	2586	0.42%	SOLE
13	FIRST SOLAR INC	COM	$360K	1823	0.40%	SOLE
14	FIVE BELOW INC	COM	$349K	1528	0.39%	SOLE
15	PAYPAL HLDGS INC	COM	$348K	7703	0.39%	SOLE
16	CVS HEALTH CORP	COM	$346K	4814	0.39%	SOLE
17	ARCBEST CORP	COM	$346K	3520	0.39%	SOLE
18	KOHLS CORP	COM	$342K	26533	0.38%	SOLE
19	IRHYTHM HOLDINGS INC	COM	$337K	2859	0.38%	SOLE
20	PORTLAND GEN ELEC CO	COM NEW	$335K	6345	0.38%	SOLE
21	LANDSTAR SYS INC	COM	$335K	2091	0.38%	SOLE
22	ABM INDS INC	COM	$334K	8681	0.37%	SOLE
23	MCKESSON CORP	COM	$330K	381	0.37%	SOLE
24	BATH & BODY WORKS INC	COM	$329K	17641	0.37%	SOLE
25	SOLAREDGE TECHNOLOGIES INC	COM	$329K	6445	0.37%	SOLE
26	EVERCORE INC	CLASS A	$326K	1093	0.37%	SOLE
27	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$325K	4036	0.36%	SOLE
28	VICTORIAS SECRET AND CO	COMMON STOCK	$320K	6910	0.36%	SOLE
29	XOMETRY INC	CLASS A COM	$319K	7812	0.36%	SOLE
30	BREAD FINANCIAL HOLDINGS INC	COM	$309K	4131	0.35%	SOLE
31	JOBY AVIATION INC	COMMON STOCK	$307K	37212	0.34%	SOLE
32	HEALTHCARE RLTY TR	CL A COM	$305K	17961	0.34%	SOLE
33	MEDPACE HLDGS INC	COM	$303K	631	0.34%	SOLE
34	INSPERITY INC	COM	$299K	11054	0.33%	SOLE
35	GE AEROSPACE	COM NEW	$297K	1046	0.33%	SOLE
36	BANK HAWAII CORP	COM	$296K	3992	0.33%	SOLE
37	GAMESTOP CORP	CL A	$293K	12737	0.33%	SOLE
38	ETORO GROUP LTD	SHS CL A	$292K	9726	0.33%	SOLE
39	AMEREN CORP	COM	$292K	2661	0.33%	SOLE
40	MOOG INC	CL A	$291K	994	0.33%	SOLE
41	ANAPTYSBIO INC	COM	$291K	5244	0.33%	SOLE
42	ROSS STORES INC	COM	$289K	1336	0.32%	SOLE
43	PROGYNY INC	COM	$288K	16969	0.32%	SOLE
44	GOODYEAR TIRE & RUBR CO	COM	$288K	43480	0.32%	SOLE
45	MASTEC INC	COM	$287K	893	0.32%	SOLE
46	CARDINAL HEALTH INC	COM	$283K	1341	0.32%	SOLE
47	MOELIS & CO	CL A	$278K	4872	0.31%	SOLE
48	PRICESMART INC	COM	$278K	1845	0.31%	SOLE
49	BANK NEW YORK MELLON CORP	COM	$277K	2335	0.31%	SOLE
50	QORVO INC	COM	$274K	3539	0.31%	SOLE

1–50 of 879

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.