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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 15 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 HON HONEYWELL INTL INC Industrials 74 $17K 0.02% SOLD
282 TBBK BANCORP INC DEL Financial Services 305 $16K 0.02% SOLD
283 RHI ROBERT HALF INC. Industrials 638 $16K 0.02% SOLD
284 NIO NIO INC Consumer Cyclical 2,677 $16K 0.02% SOLD
285 ALV AUTOLIV INC Consumer Cyclical 151 $16K 0.02% SOLD
286 WGS GENEDX HOLDINGS CORP Healthcare 246 $16K 0.02% SOLD
287 HLNE HAMILTON LANE INC Financial Services 143 $14K 0.02% SOLD
288 FUBO FUBOTV INC Communication Services 1,476 $14K 0.02% SOLD
289 RGTI RIGETTI COMPUTING INC Technology 952 $13K 0.01% SOLD
290 AFL AFLAC INC Financial Services 114 $13K 0.01% SOLD
291 EPR EPR PPTYS Real Estate 246 $12K 0.01% SOLD
292 TTD THE TRADE DESK INC Technology 507 $12K 0.01% SOLD
293 OHI OMEGA HEALTHCARE INVS INC Real Estate 249 $11K 0.01% SOLD
294 MLM MARTIN MARIETTA MATLS INC Basic Materials 18 $11K 0.01% SOLD
295 CEG CONSTELLATION ENERGY CORP Utilities 34 $9K 0.01% SOLD
296 CORT CORCEPT THERAPEUTICS INC Healthcare 233 $9K 0.01% SOLD
297 NNN NNN REIT INC Real Estate 222 $9K 0.01% SOLD
298 BXP BXP INC Real Estate 178 $9K 0.01% SOLD
299 SCI SERVICE CORP INTL Consumer Cyclical 109 $9K 0.01% SOLD
300 PARR PAR PAC HOLDINGS INC Energy 140 $9K 0.01% SOLD
Page 15 of 17  ·  335 positions
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%