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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 16 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 ADMA ADMA BIOLOGICS INC Healthcare 954 $9K 0.01% SOLD
302 KMB KIMBERLY-CLARK CORP Consumer Defensive 86 $8K 0.01% SOLD
303 SCHW SCHWAB CHARLES CORP Financial Services 85 $8K 0.01% SOLD
304 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 127 $7K 0.01% SOLD
305 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 114 $7K 0.01% SOLD
306 UDR UDR INC Real Estate 197 $7K 0.01% SOLD
307 ELF E L F BEAUTY INC Consumer Defensive 100 $6K 0.01% SOLD
308 WU WESTERN UN CO Financial Services 670 $6K 0.01% SOLD
309 CPRT COPART INC Industrials 160 $5K 0.01% SOLD
310 NU NU HLDGS LTD Financial Services 327 $5K 0.01% SOLD
311 ANNALY CAPITAL MANAGEMENT IN 198 $4K 0.01% SOLD
312 TDS TELEPHONE & DATA SYS INC Communication Services 76 $3K 0.00% SOLD
313 STZ CONSTELLATION BRANDS INC Consumer Defensive 18 $3K 0.00% SOLD
314 IE IVANHOE ELECTRIC INC Technology 227 $3K 0.00% SOLD
315 SIRI SIRIUSXM HOLDINGS INC Communication Services 115 $3K 0.00% SOLD
316 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2 $3K 0.00% SOLD
317 MGY MAGNOLIA OIL & GAS CORP Energy 78 $2K 0.00% SOLD
318 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 136 $2K 0.00% SOLD
319 BKSY BLACKSKY TECHNOLOGY INC Technology 86 $2K 0.00% SOLD
320 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 235 $2K 0.00% SOLD
Page 16 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%