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
Frontline PLC
-
$660 Million 0.29% of portfolio
-
Q2 2025 Added 1,663.06%
$5.61B
$650 Million 0.28% of portfolio
19,000
Q2 2025 New
$927M
$642 Million 0.28% of portfolio
89,067
Q2 2025 Added 222.76%
$14.5B
$647 Million 0.28% of portfolio
1,905
Q2 2025 Added 7.02%
Arista Networks Inc
-
$638 Million 0.28% of portfolio
-
Q2 2025 Reduced 4.78%
$4.47B
$645 Million 0.28% of portfolio
14,393
Q2 2025 New
$40.2B
$645 Million 0.28% of portfolio
1,943
Q2 2025 Added 241.48%
$1.58B
$644 Million 0.28% of portfolio
43,202
Q2 2025 Added 6.94%
$7.56B
$638 Million 0.28% of portfolio
2,107
Q2 2025 New
$39.5B
$634 Million 0.28% of portfolio
2,459
Q2 2025 Added 366.6%
$6B
$613 Million 0.27% of portfolio
12,785
Q2 2025 Added 109.35%
$8.41B
$615 Million 0.27% of portfolio
5,791
Q2 2025 Added 222.62%
$527B
$619 Million 0.27% of portfolio
462
Q2 2025 New
$43.8B
$615 Million 0.27% of portfolio
8,255
Q2 2025 Added 3.23%
$15.4B
$623 Million 0.27% of portfolio
3,838
Q2 2025 New
$5.08B
$629 Million 0.27% of portfolio
16,587
Q2 2025 Reduced 44.47%
$3.25B
$610 Million 0.27% of portfolio
6,533
Q2 2025 Reduced 28.76%
$8.85B
$623 Million 0.27% of portfolio
21,927
Q2 2025 Added 107.76%
$14B
$628 Million 0.27% of portfolio
10,884
Q2 2025 New
$3.23B
$625 Million 0.27% of portfolio
9,461
Q2 2025 Added 72.17%
$4.89B
$611 Million 0.27% of portfolio
4,277
Q2 2025 New
$2.8B
$628 Million 0.27% of portfolio
16,549
Q2 2025 New
$15.2B
$618 Million 0.27% of portfolio
4,174
Q2 2025 Added 113.72%
$116B
$627 Million 0.27% of portfolio
2,033
Q2 2025 Added 6,676.67%
$3.24B
$593 Million 0.26% of portfolio
5,875
Q2 2025 New
$2.86B
$591 Million 0.26% of portfolio
33,369
Q2 2025 Reduced 5.55%
$6B
$590 Million 0.26% of portfolio
3,476
Q2 2025 Reduced 11.46%
$20.3B
$605 Million 0.26% of portfolio
16,165
Q2 2025 New
$126B
$588 Million 0.26% of portfolio
2,806
Q2 2025 New
$9.24B
$600 Million 0.26% of portfolio
14,895
Q2 2025 Reduced 1.94%
$27.5B
$603 Million 0.26% of portfolio
1,290
Q2 2025 Reduced 27.85%
$12.9B
$595 Million 0.26% of portfolio
15,403
Q2 2025 Added 1.57%
$663M
$576 Million 0.25% of portfolio
91,476
Q2 2025 Added 45.24%
$5.44B
$583 Million 0.25% of portfolio
3,787
Q2 2025 Reduced 10.11%
$9.21B
$562 Million 0.25% of portfolio
10,043
Q2 2025 Added 1.41%
$8.36B
$581 Million 0.25% of portfolio
1,721
Q2 2025 Added 37.35%
$4.92B
$575 Million 0.25% of portfolio
64,409
Q2 2025 Added 7.35%
$11.5B
$563 Million 0.25% of portfolio
6,411
Q2 2025 Added 13.37%
$44B
$561 Million 0.25% of portfolio
4,177
Q2 2025 Added 3.72%
$27.4B
$579 Million 0.25% of portfolio
4,372
Q2 2025 New
$32.8B
$568 Million 0.25% of portfolio
40,779
Q2 2025 Added 40.0%
$3.29B
$581 Million 0.25% of portfolio
29,924
Q2 2025 Reduced 17.0%
$4.39B
$580 Million 0.25% of portfolio
8,074
Q2 2025 New
$5.61B
$583 Million 0.25% of portfolio
6,570
Q2 2025 New
$11.4B
$579 Million 0.25% of portfolio
42,157
Q2 2025 Reduced 57.31%
$6.28B
$550 Million 0.24% of portfolio
1,259
Q2 2025 Added 30.06%
$1.22B
$551 Million 0.24% of portfolio
92,914
Q2 2025 Reduced 26.54%
$7.58B
$554 Million 0.24% of portfolio
14,481
Q2 2025 Added 82.27%
$4.33B
$548 Million 0.24% of portfolio
9,907
Q2 2025 Added 107.0%

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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