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
$12.3B
$55.6 Million 0.02% of portfolio
1,447
Q2 2025 Reduced 50.53%
$6.83B
$18.4 Million 0.01% of portfolio
299
Q2 2025 Reduced 97.28%
$19.9B
$22 Million 0.01% of portfolio
125
Q2 2025 New
$3.02B
$28.5 Million 0.01% of portfolio
634
Q2 2025 Reduced 95.78%
$14.9B
$14.4 Million 0.01% of portfolio
114
Q2 2025 New
$11.7B
$12.4 Million 0.01% of portfolio
45
Q2 2025 New
$272B
$30.9 Million 0.01% of portfolio
255
Q2 2025 Reduced 66.14%
$8.06B
$16.4 Million 0.01% of portfolio
448
Q2 2025 New
$4.06B
$33.9 Million 0.01% of portfolio
1,390
Q2 2025 New
$185B
$26.7 Million 0.01% of portfolio
26
Q2 2025 Added 30.0%
$89.6B
$13.5 Million 0.01% of portfolio
81
Q2 2025 Reduced 83.57%
$9.47B
$27.5 Million 0.01% of portfolio
377
Q2 2025 Reduced 74.92%
$6.55B
$30 Million 0.01% of portfolio
194
Q2 2025 Reduced 74.13%
$96B
$21.7 Million 0.01% of portfolio
315
Q2 2025 Reduced 93.55%
$29B
$33.5 Million 0.01% of portfolio
116
Q2 2025 New
$3.89B
$11.5 Million 0.01% of portfolio
216
Q2 2025 New
$5.39B
$20.2 Million 0.01% of portfolio
352
Q2 2025 Reduced 95.66%
$141B
$14.2 Million 0.01% of portfolio
296
Q2 2025 New
$2.18B
$18.6 Million 0.01% of portfolio
588
Q2 2025 New
$33.6B
$25.6 Million 0.01% of portfolio
246
Q2 2025 New
$407B
$20.8 Million 0.01% of portfolio
439
Q2 2025 Added 129.84%
$18.1B
$16.8 Million 0.01% of portfolio
48
Q2 2025 Reduced 68.42%
$4.07B
$20 Million 0.01% of portfolio
251
Q2 2025 Reduced 98.67%
$5.22B
$13 Million 0.01% of portfolio
400
Q2 2025 Reduced 89.96%
$18B
$16.4 Million 0.01% of portfolio
917
Q2 2025 Reduced 59.83%
$11.9B
$22.3 Million 0.01% of portfolio
123
Q2 2025 Reduced 97.14%
$38.4B
$23.4 Million 0.01% of portfolio
78
Q2 2025 New
$64.8B
$18.7 Million 0.01% of portfolio
73
Q2 2025 New
$0
$14.4 Million 0.01% of portfolio
860
Q2 2025 New
$19.9B
$25.1 Million 0.01% of portfolio
62
Q2 2025 Reduced 55.07%
$12.3B
$13.1 Million 0.01% of portfolio
45
Q2 2025 Reduced 93.35%
$3.39B
$18.2 Million 0.01% of portfolio
228
Q2 2025 New
$6.31B
$13.3 Million 0.01% of portfolio
189
Q2 2025 Reduced 76.43%
$7.01B
$13.7 Million 0.01% of portfolio
262
Q2 2025 Reduced 78.15%
$8.69B
$25.1 Million 0.01% of portfolio
330
Q2 2025 Reduced 48.28%
$25.6B
$15.9 Million 0.01% of portfolio
674
Q2 2025 Reduced 44.93%
$13.1B
$13.7 Million 0.01% of portfolio
69
Q2 2025 Reduced 93.98%
$73.9B
$19.2 Million 0.01% of portfolio
78
Q2 2025 Reduced 22.0%
$6.1B
$13.8 Million 0.01% of portfolio
484
Q2 2025 Reduced 95.16%
$20B
$11.6 Million 0.01% of portfolio
207
Q2 2025 Reduced 96.78%
$9.53B
$19.4 Million 0.01% of portfolio
126
Q2 2025 New
$29.5B
$30 Million 0.01% of portfolio
56
Q2 2025 Reduced 97.53%
$179B
$27.9 Million 0.01% of portfolio
53
Q2 2025 Reduced 11.67%
$23.2B
$26.5 Million 0.01% of portfolio
147
Q2 2025 New
$26.8B
$23 Million 0.01% of portfolio
678
Q2 2025 New
$83.8B
$11.6 Million 0.01% of portfolio
62
Q2 2025 Reduced 85.58%
$4.26B
$26.3 Million 0.01% of portfolio
309
Q2 2025 Reduced 95.41%
$53.6B
$15.9 Million 0.01% of portfolio
205
Q2 2025 Added 88.07%
$124B
$20.9 Million 0.01% of portfolio
8
Q2 2025 Reduced 33.33%

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
Track This Portfolio

Track Bayforest Capital LTD Portfolio

Follow Bayforest Capital LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bayforest Capital LTD, based on Form 13F filings with the SEC.

News

Stay updated on Bayforest Capital LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email