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Portfolio (Quarterly) Guide ↗

Bayforest Capital Ltd

· CIK 0002048423
13F Portfolio $108M AUM 917 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 373 New 261 Added 271 Reduced 335 Exited
Page 14 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CME CME GROUP INC Financial Services 10.0 $2K 0.00% +9.0 +900.0% $220.80 +25.6%
Page 14 of 14  ·  261 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.3%
Industrials 15.4%
Healthcare 15.2%
Consumer Cyclical 13.3%
Financial Services 12.2%
Energy 6.2%
Real Estate 5.7%
Consumer Defensive 4.7%
Basic Materials 4.4%
Utilities 3.3%