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
$10.6B
$456 Million 0.2% of portfolio
4,150
Q2 2025 Added 2,560.26%
$3.72B
$452 Million 0.2% of portfolio
21,098
Q2 2025 Added 188.7%
$3.05B
$454 Million 0.2% of portfolio
23,588
Q2 2025 Reduced 23.21%
$12.1B
$468 Million 0.2% of portfolio
50,947
Q2 2025 Added 39.31%
$101B
$451 Million 0.2% of portfolio
3,389
Q2 2025 Added 237.55%
$11B
$464 Million 0.2% of portfolio
1,910
Q2 2025 New
$4.77B
$452 Million 0.2% of portfolio
33,686
Q2 2025 Added 225.19%
$24.4B
$465 Million 0.2% of portfolio
63
Q2 2025 Added 61.54%
$4.96B
$463 Million 0.2% of portfolio
14,920
Q2 2025 Added 0.05%
$34.5B
$438 Million 0.19% of portfolio
2,857
Q2 2025 Reduced 42.4%
$21.6B
$427 Million 0.19% of portfolio
2,035
Q2 2025 Added 348.24%
$4.7B
$436 Million 0.19% of portfolio
3,134
Q2 2025 Added 19.07%
$31.8B
$445 Million 0.19% of portfolio
4,887
Q2 2025 Added 25.82%
$10.2B
$442 Million 0.19% of portfolio
25,221
Q2 2025 New
$6.44B
$440 Million 0.19% of portfolio
1,970
Q2 2025 Reduced 41.4%
$453B
$443 Million 0.19% of portfolio
2,803
Q2 2025 New
$92.3B
$430 Million 0.19% of portfolio
9,279
Q2 2025 Reduced 44.29%
$5.67B
$440 Million 0.19% of portfolio
21,907
Q2 2025 Reduced 29.03%
$9.18B
$436 Million 0.19% of portfolio
2,742
Q2 2025 New
$10.5B
$427 Million 0.19% of portfolio
49,107
Q2 2025 Reduced 38.33%
$67.1B
$411 Million 0.18% of portfolio
2,635
Q2 2025 Reduced 14.11%
$6.25B
$417 Million 0.18% of portfolio
6,701
Q2 2025 Added 98.2%
$71.8B
$407 Million 0.18% of portfolio
16,174
Q2 2025 New
$24B
$410 Million 0.18% of portfolio
1,705
Q2 2025 Added 201.77%
$8.58B
$405 Million 0.18% of portfolio
995
Q2 2025 Added 33.74%
$60.3B
$422 Million 0.18% of portfolio
3,138
Q2 2025 Reduced 25.94%
$28.2B
$421 Million 0.18% of portfolio
1,931
Q2 2025 Reduced 37.43%
$22.1B
$412 Million 0.18% of portfolio
4,098
Q2 2025 Reduced 41.91%
$11.9B
$414 Million 0.18% of portfolio
5,558
Q2 2025 Reduced 26.0%
$2.14B
$402 Million 0.18% of portfolio
18,001
Q2 2025 Reduced 32.21%
$8.44B
$408 Million 0.18% of portfolio
2,608
Q2 2025 Reduced 29.61%
$2.54B
$415 Million 0.18% of portfolio
7,843
Q2 2025 Added 30.09%
$10.4B
$401 Million 0.18% of portfolio
34,893
Q2 2025 Added 1,414.45%
$7.73B
$406 Million 0.18% of portfolio
5,742
Q2 2025 Added 551.76%
$10.6B
$401 Million 0.18% of portfolio
9,764
Q2 2025 Added 435.01%
$18.3B
$407 Million 0.18% of portfolio
3,604
Q2 2025 New
$8.27B
$409 Million 0.18% of portfolio
2,255
Q2 2025 Added 661.82%
$4.36B
$416 Million 0.18% of portfolio
10,247
Q2 2025 Added 2,568.49%
$7.15B
$397 Million 0.17% of portfolio
9,024
Q2 2025 Added 83.75%
$75.3B
$381 Million 0.17% of portfolio
3,606
Q2 2025 Added 424.13%
$6.99B
$384 Million 0.17% of portfolio
9,889
Q2 2025 Added 58.15%
$17.2B
$400 Million 0.17% of portfolio
3,128
Q2 2025 New
$6.49B
$388 Million 0.17% of portfolio
43,768
Q2 2025 Reduced 1.37%
$11.5B
$385 Million 0.17% of portfolio
2,053
Q2 2025 Added 40.52%
$2.31B
$400 Million 0.17% of portfolio
2,098
Q2 2025 Added 14.9%
$73.4B
$393 Million 0.17% of portfolio
3,732
Q2 2025 New
$6.89B
$386 Million 0.17% of portfolio
7,521
Q2 2025 Reduced 71.71%
$2.31B
$398 Million 0.17% of portfolio
11,508
Q2 2025 New
$76.2B
$392 Million 0.17% of portfolio
7,089
Q2 2025 Reduced 50.41%

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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