Back to Bayforest Capital Ltd

Bayforest Capital Ltd

All holdings · as of Dec 31, 2025

778 positions

CompanyClassValueShares% of portfolio
SOUTHWEST GAS HOLDINGS INC$888.5K11,1030.7%
NEW YORK TIMES CO$849.7K12,2400.6%
BEST BUY CO INC$706.2K10,5510.5%
TELEFONAKTIEBOLAGET LM ERICS$696.7K72,1960.5%
First Solar Inc$692.8K2,6520.5%
Sony Group CorpSONYADR$687.4K26,8500.5%
KOHLS Corp$652.7K31,9790.5%
Moderna, Inc.$647.9K21,9690.5%
General Motors Co$642.5K7,9010.5%
KEYCORP /NEW$630.7K30,5550.5%
HUBSPOT INC$630.0K1,5700.5%
TANDEM DIABETES CARE INC$602.5K27,4090.4%
PELOTON INTERACTIVE, INC.$594.5K96,5030.4%
SOLAREDGE TECHNOLOGIES, INC.$591.4K20,5000.4%
Expedia Group Inc$576.3K2,0340.4%
CARDINAL HEALTH INC$575.4K2,8000.4%
UNITED MICROELECTRONICS CORPUMCADR$552.1K70,2370.4%
CIRRUS LOGIC, INC.$549.8K4,6400.4%
Progyny, Inc.$544.4K21,1980.4%
FIRST HAWAIIAN, INC.$537.1K21,2290.4%
FS KKR Capital CorpFSKCommon Stock$534.0K36,0600.4%
Valaris Ltd$528.7K10,4910.4%
ABM INDUSTRIES INC /DE$526.5K12,4470.4%
Tesla Inc$520.3K1,1570.4%
Callaway Golf Co$517.0K44,3000.4%
DraftKings Inc.$516.7K14,9950.4%
iRhythm Holdings, Inc.$513.7K2,8950.4%
Freshpet, Inc.$510.1K8,3720.4%
Rivian Automotive, Inc. / DE$507.0K25,7210.4%
INTEL CORP$495.2K13,4200.4%
Vertiv Holdings Co$493.3K3,0450.4%
Ameren Corp$491.9K4,9260.4%
FIRST MAJESTIC SILVER CORP$491.7K29,5150.4%
Exact Sciences Corp.$480.5K4,7310.4%
Toast, Inc.$479.7K13,5100.4%
Qorvo, Inc.$479.7K5,6760.4%
NORTHERN TRUST CORP$474.1K3,4710.4%
Duolingo, Inc.$470.7K2,6820.4%
Infosys LtdINFYADR$469.6K26,3550.4%
COSTCO WHOLESALE CORP /NEW$461.4K5350.3%
ARCH CAPITAL GROUP LTD.$447.2K4,6620.3%
CONSTELLATION BRANDS, INC.$446.2K3,2340.3%
Bread Financial Holdings Inc$445.4K6,0170.3%
SITIME Corp$442.2K1,2520.3%
PORTLAND GENERAL ELECTRIC CO /OR$441.3K9,1960.3%
InterDigital, Inc.$437.1K1,3730.3%
American Airlines Group Inc.$436.8K28,4930.3%
Ares Management Corporation$436.7K2,7020.3%
Wintrust Financial Corp$435.0K3,1110.3%
BOYD GAMING CORP$434.9K5,1020.3%
← PrevPage 1 of 16Next →