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
$15.3B
$301 Million 0.13% of portfolio
3,439
Q2 2025 New
$3.68B
$305 Million 0.13% of portfolio
322
Q2 2025 New
$13.4B
$294 Million 0.13% of portfolio
2,939
Q2 2025 Reduced 17.42%
$8.73B
$301 Million 0.13% of portfolio
922
Q2 2025 Reduced 52.38%
$3.94B
$291 Million 0.13% of portfolio
13,951
Q2 2025 New
$7.51B
$306 Million 0.13% of portfolio
16,734
Q2 2025 Reduced 11.83%
$42.3B
$309 Million 0.13% of portfolio
2,903
Q2 2025 Reduced 14.54%
$8.38B
$268 Million 0.12% of portfolio
9,387
Q2 2025 Reduced 10.06%
$127B
$279 Million 0.12% of portfolio
1,173
Q2 2025 Reduced 47.84%
$18.9B
$266 Million 0.12% of portfolio
2,140
Q2 2025 Reduced 48.74%
$96.9B
$271 Million 0.12% of portfolio
619
Q2 2025 Added 137.16%
$4.57B
$278 Million 0.12% of portfolio
6,267
Q2 2025 Reduced 52.71%
$13.9B
$279 Million 0.12% of portfolio
1,347
Q2 2025 New
$6.14B
$266 Million 0.12% of portfolio
3,670
Q2 2025 Reduced 56.47%
$140B
$278 Million 0.12% of portfolio
547
Q2 2025 Reduced 8.99%
$165B
$283 Million 0.12% of portfolio
809
Q2 2025 Added 2,351.52%
$11.9B
$283 Million 0.12% of portfolio
2,055
Q2 2025 Added 194.84%
$5.04B
$267 Million 0.12% of portfolio
3,081
Q2 2025 Reduced 59.84%
$9.64B
$269 Million 0.12% of portfolio
4,935
Q2 2025 Added 150.0%
$34.5B
$276 Million 0.12% of portfolio
3,531
Q2 2025 New
$2.05B
$274 Million 0.12% of portfolio
47,055
Q2 2025 New
$6.95B
$276 Million 0.12% of portfolio
7,597
Q2 2025 New
$40.5B
$268 Million 0.12% of portfolio
3,541
Q2 2025 New
$9.26B
$269 Million 0.12% of portfolio
858
Q2 2025 Added 0.35%
$62.4B
$275 Million 0.12% of portfolio
2,299
Q2 2025 Reduced 39.56%
$144B
$243 Million 0.11% of portfolio
2,263
Q2 2025 Added 511.62%
Gsk PLC
-
$243 Million 0.11% of portfolio
-
Q2 2025 New
$286B
$258 Million 0.11% of portfolio
1,083
Q2 2025 Added 118.79%
$43.8B
$247 Million 0.11% of portfolio
16,005
Q2 2025 New
$15.7B
$244 Million 0.11% of portfolio
2,555
Q2 2025 Reduced 16.45%
$11.8B
$256 Million 0.11% of portfolio
6,275
Q2 2025 Added 15.92%
$2.57B
$253 Million 0.11% of portfolio
1,111
Q2 2025 Reduced 44.75%
$92.6B
$246 Million 0.11% of portfolio
843
Q2 2025 New
$6.7B
$255 Million 0.11% of portfolio
2,007
Q2 2025 New
$8.87B
$248 Million 0.11% of portfolio
12,135
Q2 2025 Reduced 8.94%
$4.1B
$245 Million 0.11% of portfolio
6,876
Q2 2025 Added 412.37%
$11.2B
$245 Million 0.11% of portfolio
2,492
Q2 2025 New
$2.78B
$257 Million 0.11% of portfolio
1,942
Q2 2025 New
$3.89B
$255 Million 0.11% of portfolio
3,111
Q2 2025 Added 68.89%
$36.1B
$247 Million 0.11% of portfolio
2,462
Q2 2025 Reduced 0.28%
$1.73B
$238 Million 0.1% of portfolio
6,480
Q2 2025 Added 33.33%
$30.3B
$220 Million 0.1% of portfolio
3,235
Q2 2025 Reduced 70.23%
$3.33B
$222 Million 0.1% of portfolio
10,107
Q2 2025 Added 4,432.29%
$4.36B
$225 Million 0.1% of portfolio
6,116
Q2 2025 New
$35.1B
$229 Million 0.1% of portfolio
1,765
Q2 2025 New
Healthcare Rlty Tr
-
$228 Million 0.1% of portfolio
-
Q2 2025 Reduced 79.76%
$21.4B
$221 Million 0.1% of portfolio
13,789
Q2 2025 Added 369.49%
$52.4B
$231 Million 0.1% of portfolio
1,148
Q2 2025 Reduced 29.87%
$2.7B
$234 Million 0.1% of portfolio
4,644
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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