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
$3.53B
$917 Million 0.4% of portfolio
18,779
Q2 2025 Added 130.33%
$1.69B
$894 Million 0.39% of portfolio
34,700
Q2 2025 New
$11.2B
$889 Million 0.39% of portfolio
14,410
Q2 2025 Reduced 25.27%
$4.73B
$887 Million 0.39% of portfolio
16,051
Q2 2025 Added 74.18%
$26.2B
$866 Million 0.38% of portfolio
102,112
Q2 2025 Reduced 15.03%
$27.2B
$863 Million 0.38% of portfolio
55,218
Q2 2025 Added 30.24%
$1.14B
$863 Million 0.38% of portfolio
15,714
Q2 2025 Added 38.66%
$3.15B
$861 Million 0.38% of portfolio
19,431
Q2 2025 New
$8.11B
$847 Million 0.37% of portfolio
6,650
Q2 2025 Added 653.11%
$64.3B
$858 Million 0.37% of portfolio
7,190
Q2 2025 Added 318.51%
$1.55B
$840 Million 0.37% of portfolio
93,722
Q2 2025 New
$11.6B
$837 Million 0.37% of portfolio
17,067
Q2 2025 New
$70.5B
$838 Million 0.37% of portfolio
45,231
Q2 2025 Reduced 18.86%
$831M
$841 Million 0.37% of portfolio
52,276
Q2 2025 Added 120.76%
$20.3B
$848 Million 0.37% of portfolio
12,262
Q2 2025 Reduced 59.08%
$98.7B
$813 Million 0.36% of portfolio
1,110
Q2 2025 New
$37.8B
$816 Million 0.36% of portfolio
2,834
Q2 2025 New
$89.4B
$816 Million 0.36% of portfolio
6,061
Q2 2025 Added 12.51%
$32.9B
$812 Million 0.35% of portfolio
12,962
Q2 2025 Added 509.4%
$3.9B
$799 Million 0.35% of portfolio
14,836
Q2 2025 New
$3.31B
$781 Million 0.34% of portfolio
46,824
Q2 2025 Added 942.85%
$7.99B
$785 Million 0.34% of portfolio
14,303
Q2 2025 New
$17.5B
$787 Million 0.34% of portfolio
2,507
Q2 2025 Added 120.3%
$6.59B
$784 Million 0.34% of portfolio
25,648
Q2 2025 Added 4.18%
$188B
$777 Million 0.34% of portfolio
987
Q2 2025 New
$5.22B
$766 Million 0.33% of portfolio
61,623
Q2 2025 Added 28.27%
$129B
$765 Million 0.33% of portfolio
22,622
Q2 2025 New
$34.3B
$760 Million 0.33% of portfolio
9,550
Q2 2025 Added 839.96%
$2.05B
$744 Million 0.33% of portfolio
64,831
Q2 2025 Added 6,389.59%
$8.07B
$738 Million 0.32% of portfolio
7,156
Q2 2025 Reduced 59.55%
$5.05B
$739 Million 0.32% of portfolio
24,555
Q2 2025 Added 53.44%
$5B
$736 Million 0.32% of portfolio
32,484
Q2 2025 Added 221.05%
$21.5B
$738 Million 0.32% of portfolio
14,088
Q2 2025 Added 7.22%
$11.9B
$720 Million 0.31% of portfolio
6,992
Q2 2025 Added 58.08%
$3.57B
$696 Million 0.3% of portfolio
22,757
Q2 2025 New
$6.87B
$681 Million 0.3% of portfolio
3,779
Q2 2025 Reduced 36.92%
$31.4B
$679 Million 0.3% of portfolio
2,016
Q2 2025 Added 13.71%
$9.69B
$677 Million 0.3% of portfolio
10,080
Q2 2025 New
$41.6B
$689 Million 0.3% of portfolio
35,351
Q2 2025 Reduced 45.16%
$3.62B
$669 Million 0.29% of portfolio
12,849
Q2 2025 Reduced 33.65%
$38.3B
$674 Million 0.29% of portfolio
4,456
Q2 2025 Added 448.09%
$5.95B
$653 Million 0.29% of portfolio
13,680
Q2 2025 Added 636.28%
$14.4B
$665 Million 0.29% of portfolio
7,731
Q2 2025 Added 13.89%
$4.46B
$668 Million 0.29% of portfolio
12,345
Q2 2025 Added 243.97%
$5.55B
$665 Million 0.29% of portfolio
5,054
Q2 2025 Added 26.98%
$3.65B
$666 Million 0.29% of portfolio
8,914
Q2 2025 Added 73.12%
$164B
$665 Million 0.29% of portfolio
2,226
Q2 2025 New
$5.57B
$672 Million 0.29% of portfolio
2,817
Q2 2025 Added 143.9%
$24.3B
$664 Million 0.29% of portfolio
13,303
Q2 2025 Reduced 8.39%

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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