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
$119B
$547 Million 0.24% of portfolio
1,182
Q2 2025 New
$48.5B
$551 Million 0.24% of portfolio
16,868
Q2 2025 Added 177.12%
$14.9B
$551 Million 0.24% of portfolio
10,072
Q2 2025 Added 85.76%
$11.9B
$560 Million 0.24% of portfolio
6,227
Q2 2025 Reduced 37.86%
$54.1B
$541 Million 0.24% of portfolio
1,430
Q2 2025 Added 29.29%
Root Inc
-
$555 Million 0.24% of portfolio
-
Q2 2025 Added 60.21%
$3.3B
$554 Million 0.24% of portfolio
9,706
Q2 2025 New
$76.5B
$537 Million 0.23% of portfolio
1,381
Q2 2025 Added 287.92%
$2.09B
$515 Million 0.23% of portfolio
9,146
Q2 2025 Added 48.31%
$56.4B
$525 Million 0.23% of portfolio
14,028
Q2 2025 Added 178.89%
$3.69B
$532 Million 0.23% of portfolio
11,783
Q2 2025 Reduced 6.58%
$4.32B
$519 Million 0.23% of portfolio
6,534
Q2 2025 Added 182.98%
$23.5B
$520 Million 0.23% of portfolio
2,148
Q2 2025 Added 90.26%
$16.3B
$516 Million 0.23% of portfolio
3,057
Q2 2025 Added 15.66%
$4.07B
$529 Million 0.23% of portfolio
9,087
Q2 2025 New
$1.46B
$528 Million 0.23% of portfolio
52,852
Q2 2025 Added 35.97%
Noble Corp PLC
-
$519 Million 0.23% of portfolio
-
Q2 2025 New
$5.35B
$526 Million 0.23% of portfolio
7,071
Q2 2025 Added 15.84%
$16.6B
$527 Million 0.23% of portfolio
7,850
Q2 2025 Reduced 41.64%
$2.44B
$517 Million 0.23% of portfolio
35,442
Q2 2025 Reduced 2.22%
$7.03B
$511 Million 0.22% of portfolio
5,939
Q2 2025 Added 129.22%
$18.7B
$500 Million 0.22% of portfolio
11,185
Q2 2025 New
$39.5B
$503 Million 0.22% of portfolio
2,069
Q2 2025 New
$3.67B
$505 Million 0.22% of portfolio
10,866
Q2 2025 Added 1,826.6%
$70B
$513 Million 0.22% of portfolio
75,513
Q2 2025 New
$132B
$496 Million 0.22% of portfolio
647
Q2 2025 Reduced 69.95%
$30.8B
$497 Million 0.22% of portfolio
2,871
Q2 2025 Reduced 21.08%
$10.6B
$506 Million 0.22% of portfolio
1,700
Q2 2025 Added 34.92%
$7.62B
$511 Million 0.22% of portfolio
16,111
Q2 2025 Added 111.96%
$5.79B
$514 Million 0.22% of portfolio
17,418
Q2 2025 Added 181.07%
$4.03B
$474 Million 0.21% of portfolio
37,240
Q2 2025 Added 154.44%
$14.1B
$478 Million 0.21% of portfolio
3,519
Q2 2025 New
$10.5B
$487 Million 0.21% of portfolio
10,820
Q2 2025 Added 6.77%
$1.83B
$481 Million 0.21% of portfolio
17,586
Q2 2025 Reduced 36.53%
$6.7B
$481 Million 0.21% of portfolio
22,535
Q2 2025 Reduced 38.13%
$16.4B
$489 Million 0.21% of portfolio
9,008
Q2 2025 New
$4.02B
$472 Million 0.21% of portfolio
6,464
Q2 2025 Added 840.9%
$13.4B
$481 Million 0.21% of portfolio
2,436
Q2 2025 Added 393.12%
$8.27B
$479 Million 0.21% of portfolio
9,234
Q2 2025 New
$4.37B
$490 Million 0.21% of portfolio
12,853
Q2 2025 Reduced 35.98%
$4.51B
$476 Million 0.21% of portfolio
5,083
Q2 2025 New
$4.16B
$478 Million 0.21% of portfolio
3,398
Q2 2025 Reduced 9.8%
$25.1B
$492 Million 0.21% of portfolio
2,853
Q2 2025 Added 327.74%
$39B
$476 Million 0.21% of portfolio
2,833
Q2 2025 New
$9.13B
$459 Million 0.2% of portfolio
4,167
Q2 2025 New
$7.3B
$468 Million 0.2% of portfolio
7,624
Q2 2025 New
$1.78B
$458 Million 0.2% of portfolio
18,648
Q2 2025 Added 114.12%
$72.6B
$458 Million 0.2% of portfolio
10,115
Q2 2025 Added 3,702.63%
$34.2B
$465 Million 0.2% of portfolio
2,898
Q2 2025 Added 158.29%

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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