Bayforest Capital LTD Portfolio Holdings

Bayforest Capital LTD

  • $229 Billion
  • Q2 2025

Bayforest Capital LTD has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 713 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Solaredge Technologies, Inc. with a value of $1.74B, Crown Castle International Corp with a value of $1.71B, Service Corp International with a value of $1.55B, Ugi Corp with a value of $1.47B, and Dollar Tree, Inc. with a value of $1.45B.

Examining the 13F form we can see an decrease of $725M in the current position value, from $230B to 229B.

Bayforest Capital LTD is based out at London, X0

Below you can find more details about Bayforest Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
Technology: $42.8 Billion
Consumer Cyclical: $36.7 Billion
Industrials: $26.4 Billion
Healthcare: $26.4 Billion
Financial Services: $25.1 Billion
Consumer Defensive: $13.6 Billion
Energy: $13.4 Billion
Basic Materials: $11.9 Billion
Other: $29.4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4B
$1.74 Billion 0.76% of portfolio
85,461
Q2 2025 Added 49.84%
$1.23B
$1.1 Billion 0.48% of portfolio
94,864
Q2 2025 Added 271.17%
$1.88B
$939 Million 0.41% of portfolio
59,403
Q2 2025 New
$1.69B
$894 Million 0.39% of portfolio
34,700
Q2 2025 New
$1.03B
$863 Million 0.38% of portfolio
15,714
Q2 2025 Added 38.66%
$1.55B
$840 Million 0.37% of portfolio
93,722
Q2 2025 New
$831M
$841 Million 0.37% of portfolio
52,276
Q2 2025 Added 120.76%
$1.27B
$642 Million 0.28% of portfolio
89,067
Q2 2025 Added 222.76%
$1.83B
$644 Million 0.28% of portfolio
43,202
Q2 2025 Added 6.94%
$663M
$576 Million 0.25% of portfolio
91,476
Q2 2025 Added 45.24%
$1.21B
$551 Million 0.24% of portfolio
92,914
Q2 2025 Reduced 26.54%
$1.29B
$528 Million 0.23% of portfolio
52,852
Q2 2025 Added 35.97%
$1.95B
$517 Million 0.23% of portfolio
35,442
Q2 2025 Reduced 2.22%
$1.75B
$481 Million 0.21% of portfolio
17,586
Q2 2025 Reduced 36.53%
$1.78B
$458 Million 0.2% of portfolio
18,648
Q2 2025 Added 114.12%
$1.4B
$360 Million 0.16% of portfolio
8,210
Q2 2025 Added 57.98%
$906M
$314 Million 0.14% of portfolio
22,339
Q2 2025 Reduced 29.11%
$1.18B
$291 Million 0.13% of portfolio
12,576
Q2 2025 Added 12.35%
$1.55B
$238 Million 0.1% of portfolio
6,480
Q2 2025 Added 33.33%
$1.63B
$235 Million 0.1% of portfolio
17,414
Q2 2025 Reduced 15.52%
$1.29B
$224 Million 0.1% of portfolio
13,801
Q2 2025 Added 10,199.25%
$1.82B
$196 Million 0.09% of portfolio
8,517
Q2 2025 New
$713M
$173 Million 0.08% of portfolio
9,271
Q2 2025 Reduced 64.73%
$1.65B
$89.9 Million 0.04% of portfolio
1,727
Q2 2025 Reduced 64.37%
$1.72B
$103 Million 0.04% of portfolio
3,876
Q2 2025 Reduced 16.84%
$597M
$52.6 Million 0.02% of portfolio
6,109
Q2 2025 Reduced 95.3%
$1.17B
$29.6 Million 0.01% of portfolio
1,469
Q2 2025 New
$949M
$7.47 Million 0.0% of portfolio
248
Q2 2025 Reduced 98.07%
$1.89B
$6.24 Million 0.0% of portfolio
599
Q2 2025 Reduced 95.16%
$1.77B
$2.54 Million 0.0% of portfolio
33
Q2 2025 New
$1.21B
$5.16 Million 0.0% of portfolio
461
Q2 2025 Reduced 96.13%
$1.62B
$4.58 Million 0.0% of portfolio
146
Q2 2025 Added 1,023.08%
$1.37B
$8.89 Million 0.0% of portfolio
582
Q2 2025 New
$919M
$8.1 Million 0.0% of portfolio
242
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 713
  • Current Value $229 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 227 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 265 stocks
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