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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.88B
$1.74 Billion 0.76% of portfolio
85,461
Q2 2025 Added 49.84%
$42.9B
$1.71 Billion 0.75% of portfolio
16,638
Q2 2025 Reduced 5.88%
$12.5B
$1.55 Billion 0.68% of portfolio
18,988
Q2 2025 Added 1,141.05%
$7.25B
$1.47 Billion 0.64% of portfolio
40,413
Q2 2025 Added 134.12%
$24.4B
$1.45 Billion 0.63% of portfolio
14,619
Q2 2025 Reduced 2.06%
$8.05B
$1.33 Billion 0.58% of portfolio
10,171
Q2 2025 Reduced 28.36%
$9.95B
$1.32 Billion 0.58% of portfolio
21,048
Q2 2025 Added 92.89%
$3.28B
$1.29 Billion 0.56% of portfolio
31,687
Q2 2025 Added 305.78%
$42.7B
$1.25 Billion 0.55% of portfolio
3,067
Q2 2025 New
$5.08B
$1.25 Billion 0.55% of portfolio
23,517
Q2 2025 Reduced 13.69%
$2.38B
$1.26 Billion 0.55% of portfolio
181,997
Q2 2025 Reduced 8.45%
$4.51B
$1.24 Billion 0.54% of portfolio
16,991
Q2 2025 Added 30.69%
$4.26B
$1.22 Billion 0.53% of portfolio
51,613
Q2 2025 New
$16.4B
$1.19 Billion 0.52% of portfolio
34,463
Q2 2025 New
$6.82B
$1.19 Billion 0.52% of portfolio
48,936
Q2 2025 Added 221.69%
$4.28B
$1.18 Billion 0.52% of portfolio
17,905
Q2 2025 Added 413.48%
$8.91B
$1.17 Billion 0.51% of portfolio
54,446
Q2 2025 Added 7.58%
$24.5B
$1.15 Billion 0.5% of portfolio
10,071
Q2 2025 Added 81.43%
$7.34B
$1.13 Billion 0.49% of portfolio
6,705
Q2 2025 New
$29.2B
$1.11 Billion 0.49% of portfolio
6,789
Q2 2025 Added 107.36%
$4.47B
$1.11 Billion 0.49% of portfolio
7,542
Q2 2025 Added 276.54%
$4.95B
$1.12 Billion 0.49% of portfolio
18,965
Q2 2025 New
$1.33B
$1.1 Billion 0.48% of portfolio
94,864
Q2 2025 Added 271.17%
$6.76B
$1.1 Billion 0.48% of portfolio
18,096
Q2 2025 Added 75.21%
$15.1B
$1.07 Billion 0.47% of portfolio
6,478
Q2 2025 Added 394.88%
$2.4B
$1.08 Billion 0.47% of portfolio
15,346
Q2 2025 New
$34.1B
$1.05 Billion 0.46% of portfolio
40,507
Q2 2025 New
$38.4B
$1.05 Billion 0.46% of portfolio
4,295
Q2 2025 Reduced 2.74%
$5.1B
$1.03 Billion 0.45% of portfolio
10,380
Q2 2025 Added 79.58%
$21.5B
$1.03 Billion 0.45% of portfolio
24,027
Q2 2025 Reduced 6.59%
$86.9B
$1.04 Billion 0.45% of portfolio
11,111
Q2 2025 New
$3.4B
$1.02 Billion 0.45% of portfolio
26,683
Q2 2025 New
$12B
$1.04 Billion 0.45% of portfolio
23,577
Q2 2025 Reduced 6.59%
$1.89B
$998 Million 0.44% of portfolio
18,028
Q2 2025 Reduced 36.65%
$3.43B
$980 Million 0.43% of portfolio
15,192
Q2 2025 Added 2,157.36%
$3.03B
$980 Million 0.43% of portfolio
56,639
Q2 2025 Added 8.22%
$14.5B
$980 Million 0.43% of portfolio
82,972
Q2 2025 Added 90.27%
$4.76B
$994 Million 0.43% of portfolio
21,429
Q2 2025 Added 17.91%
$8.83B
$970 Million 0.42% of portfolio
8,899
Q2 2025 New
$2.33B
$939 Million 0.41% of portfolio
59,403
Q2 2025 New
$9.9B
$934 Million 0.41% of portfolio
5,188
Q2 2025 Reduced 15.16%
$2.84B
$947 Million 0.41% of portfolio
13,856
Q2 2025 Added 35.91%
$17.4B
$929 Million 0.41% of portfolio
12,058
Q2 2025 Added 2,223.31%
$59B
$930 Million 0.41% of portfolio
15,964
Q2 2025 Added 80.81%
$14.2B
$923 Million 0.4% of portfolio
5,417
Q2 2025 Reduced 15.61%
$14.1B
$924 Million 0.4% of portfolio
71,323
Q2 2025 Added 109.37%
$64.9B
$922 Million 0.4% of portfolio
11,463
Q2 2025 Added 577.88%
$21.2B
$923 Million 0.4% of portfolio
11,419
Q2 2025 Reduced 53.08%
$4.18B
$923 Million 0.4% of portfolio
20,462
Q2 2025 Added 15.87%

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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