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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$225B
$108 Million 0.05% of portfolio
875
Q2 2025 New
$93.6B
$111 Million 0.05% of portfolio
337
Q2 2025 Reduced 91.8%
$86.9B
$123 Million 0.05% of portfolio
245
Q2 2025 New
$16.2B
$116 Million 0.05% of portfolio
6,635
Q2 2025 New
$53.6B
$124 Million 0.05% of portfolio
232
Q2 2025 Reduced 53.23%
$3.26B
$113 Million 0.05% of portfolio
1,851
Q2 2025 Reduced 74.91%
$38.6B
$118 Million 0.05% of portfolio
1,845
Q2 2025 Added 865.97%
$20.4B
$115 Million 0.05% of portfolio
525
Q2 2025 Added 96.63%
$12.1B
$105 Million 0.05% of portfolio
610
Q2 2025 Reduced 50.65%
$3.28B
$109 Million 0.05% of portfolio
1,111
Q2 2025 Reduced 87.11%
$6.05B
$111 Million 0.05% of portfolio
1,515
Q2 2025 Reduced 56.6%
$19.3B
$108 Million 0.05% of portfolio
574
Q2 2025 New
$9.2B
$114 Million 0.05% of portfolio
3,135
Q2 2025 Reduced 62.77%
$5.55B
$112 Million 0.05% of portfolio
2,417
Q2 2025 Reduced 60.79%
$54.7B
$120 Million 0.05% of portfolio
410
Q2 2025 Added 20.94%
$16.8B
$115 Million 0.05% of portfolio
351
Q2 2025 Added 51.95%
$15B
$124 Million 0.05% of portfolio
276
Q2 2025 Added 736.36%
$341B
$84.2 Million 0.04% of portfolio
270
Q2 2025 Added 390.91%
$2.84B
$84.4 Million 0.04% of portfolio
1,347
Q2 2025 Reduced 8.92%
$15.8B
$81.2 Million 0.04% of portfolio
846
Q2 2025 New
$3.12B
$100 Million 0.04% of portfolio
11,916
Q2 2025 New
$18.1B
$88.7 Million 0.04% of portfolio
285
Q2 2025 Reduced 29.28%
$22B
$91.3 Million 0.04% of portfolio
1,769
Q2 2025 Reduced 78.13%
$84.8B
$81.3 Million 0.04% of portfolio
735
Q2 2025 Added 104.74%
$20.4B
$80.6 Million 0.04% of portfolio
2,485
Q2 2025 New
$1.46B
$89.9 Million 0.04% of portfolio
1,727
Q2 2025 Reduced 64.37%
$21B
$83.2 Million 0.04% of portfolio
163
Q2 2025 Added 858.82%
$20.8B
$102 Million 0.04% of portfolio
1,237
Q2 2025 Added 26.61%
$54.6B
$89.1 Million 0.04% of portfolio
698
Q2 2025 Added 189.63%
$8.4B
$87.3 Million 0.04% of portfolio
517
Q2 2025 New
$27.2B
$101 Million 0.04% of portfolio
1,746
Q2 2025 Reduced 70.01%
$7.25B
$93.7 Million 0.04% of portfolio
651
Q2 2025 Reduced 65.52%
$4.19B
$80.8 Million 0.04% of portfolio
1,297
Q2 2025 Reduced 95.66%
$331B
$94.7 Million 0.04% of portfolio
368
Q2 2025 Reduced 50.87%
$6.22B
$80.7 Million 0.04% of portfolio
3,671
Q2 2025 New
$9.38B
$103 Million 0.04% of portfolio
400
Q2 2025 Reduced 72.05%
$44.5B
$99.6 Million 0.04% of portfolio
242
Q2 2025 Reduced 62.71%
$160B
$80.5 Million 0.04% of portfolio
208
Q2 2025 Reduced 63.51%
$4.77B
$93.7 Million 0.04% of portfolio
2,136
Q2 2025 Reduced 34.44%
$7.91B
$95.1 Million 0.04% of portfolio
600
Q2 2025 Reduced 53.52%
$2.23B
$96.7 Million 0.04% of portfolio
5,289
Q2 2025 New
$10.8B
$94.9 Million 0.04% of portfolio
1,483
Q2 2025 Added 479.3%
$1.57B
$103 Million 0.04% of portfolio
3,876
Q2 2025 Reduced 16.84%
$186B
$92.2 Million 0.04% of portfolio
3,186
Q2 2025 New
$32.8B
$97.7 Million 0.04% of portfolio
3,095
Q2 2025 Added 34.68%
$42.2B
$90.8 Million 0.04% of portfolio
613
Q2 2025 Reduced 53.67%
$10.1B
$80.3 Million 0.04% of portfolio
880
Q2 2025 New
$6.37B
$61.9 Million 0.03% of portfolio
621
Q2 2025 New
$24.1B
$77.3 Million 0.03% of portfolio
966
Q2 2025 Reduced 22.1%

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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