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
$1.63B
$379 Million 0.17% of portfolio
23,537
Q2 2025 Added 56.8%
$9.04B
$389 Million 0.17% of portfolio
36,943
Q2 2025 Reduced 43.19%
$9.57B
$383 Million 0.17% of portfolio
12,481
Q2 2025 Added 40.9%
$7.67B
$369 Million 0.16% of portfolio
8,552
Q2 2025 New
$4.52B
$370 Million 0.16% of portfolio
8,537
Q2 2025 Added 746.09%
$6.89B
$364 Million 0.16% of portfolio
35,639
Q2 2025 Reduced 22.89%
$36.5B
$375 Million 0.16% of portfolio
11,952
Q2 2025 New
$3.32B
$356 Million 0.16% of portfolio
23,253
Q2 2025 Added 30.66%
$7.21B
$374 Million 0.16% of portfolio
8,906
Q2 2025 Reduced 14.27%
$6.39B
$357 Million 0.16% of portfolio
3,429
Q2 2025 Reduced 49.15%
$6.77B
$374 Million 0.16% of portfolio
7,653
Q2 2025 Reduced 15.46%
$6.6B
$368 Million 0.16% of portfolio
2,342
Q2 2025 Reduced 7.25%
$74.3B
$358 Million 0.16% of portfolio
3,541
Q2 2025 Reduced 41.64%
$53.1B
$370 Million 0.16% of portfolio
447
Q2 2025 New
$32.7B
$358 Million 0.16% of portfolio
2,122
Q2 2025 Added 3,829.63%
$4.72B
$364 Million 0.16% of portfolio
6,170
Q2 2025 Added 21.96%
$1.45B
$360 Million 0.16% of portfolio
8,210
Q2 2025 Added 57.98%
$22.1B
$357 Million 0.16% of portfolio
1,520
Q2 2025 Reduced 12.09%
$5.58B
$346 Million 0.15% of portfolio
21,933
Q2 2025 Added 151.12%
$145B
$354 Million 0.15% of portfolio
1,328
Q2 2025 Reduced 29.99%
$3.95B
$346 Million 0.15% of portfolio
21,382
Q2 2025 New
$10.1B
$333 Million 0.15% of portfolio
3,858
Q2 2025 Reduced 43.49%
$4.12B
$335 Million 0.15% of portfolio
24,619
Q2 2025 Added 23.58%
$152B
$333 Million 0.15% of portfolio
3,179
Q2 2025 New
$3.46B
$337 Million 0.15% of portfolio
17,241
Q2 2025 Reduced 59.89%
$3.61B
$351 Million 0.15% of portfolio
28,020
Q2 2025 Added 417.55%
$14.6B
$332 Million 0.15% of portfolio
7,495
Q2 2025 Reduced 75.11%
$7.55B
$336 Million 0.15% of portfolio
3,203
Q2 2025 Reduced 36.26%
$23.2B
$314 Million 0.14% of portfolio
564
Q2 2025 Reduced 27.51%
$14.8B
$324 Million 0.14% of portfolio
2,247
Q2 2025 Reduced 42.04%
Super Micro Computer Inc
-
$326 Million 0.14% of portfolio
-
Q2 2025 New
$2.3B
$328 Million 0.14% of portfolio
29,009
Q2 2025 New
$4.56B
$319 Million 0.14% of portfolio
3,091
Q2 2025 Added 115.4%
$19B
$320 Million 0.14% of portfolio
5,493
Q2 2025 Added 33.33%
$19.2B
$314 Million 0.14% of portfolio
12,237
Q2 2025 Added 14,643.37%
$1.01B
$314 Million 0.14% of portfolio
22,339
Q2 2025 Reduced 29.11%
$23.6B
$326 Million 0.14% of portfolio
1,038
Q2 2025 Added 70.72%
$81.2B
$324 Million 0.14% of portfolio
4,361
Q2 2025 Reduced 9.58%
$6.67B
$315 Million 0.14% of portfolio
10,510
Q2 2025 Reduced 25.67%
$4.62B
$317 Million 0.14% of portfolio
19,739
Q2 2025 New
$2.58B
$327 Million 0.14% of portfolio
2,908
Q2 2025 Reduced 71.79%
$94.3B
$319 Million 0.14% of portfolio
2,702
Q2 2025 Reduced 63.2%
$9.12B
$325 Million 0.14% of portfolio
792
Q2 2025 New
$4.76B
$322 Million 0.14% of portfolio
11,242
Q2 2025 Added 21.27%
$21.3B
$312 Million 0.14% of portfolio
1,398
Q2 2025 Added 99.43%
$22.2B
$295 Million 0.13% of portfolio
4,642
Q2 2025 New
$1.22B
$291 Million 0.13% of portfolio
12,576
Q2 2025 Added 12.35%
$2.64B
$294 Million 0.13% of portfolio
4,217
Q2 2025 Added 451.96%
$3.73B
$286 Million 0.13% of portfolio
6,801
Q2 2025 Added 254.22%

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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