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
$3.55B
$227 Million 0.1% of portfolio
6,769
Q2 2025 Added 141.32%
$17.2B
$225 Million 0.1% of portfolio
3,063
Q2 2025 Reduced 24.31%
$19.1B
$228 Million 0.1% of portfolio
3,107
Q2 2025 Reduced 82.92%
$7.44B
$224 Million 0.1% of portfolio
916
Q2 2025 New
$2.14B
$238 Million 0.1% of portfolio
4,628
Q2 2025 Added 1.22%
$1.83B
$235 Million 0.1% of portfolio
17,414
Q2 2025 Reduced 15.52%
$10.8B
$239 Million 0.1% of portfolio
4,352
Q2 2025 Reduced 44.26%
$1.34B
$224 Million 0.1% of portfolio
13,801
Q2 2025 Added 10,199.25%
$8.36B
$235 Million 0.1% of portfolio
1,349
Q2 2025 Added 502.23%
$83.2B
$222 Million 0.1% of portfolio
4,509
Q2 2025 Added 4,153.77%
$3.25B
$221 Million 0.1% of portfolio
3,670
Q2 2025 New
$42.1B
$237 Million 0.1% of portfolio
1,869
Q2 2025 Reduced 39.4%
$2.3B
$209 Million 0.09% of portfolio
8,550
Q2 2025 Reduced 41.77%
$6.65B
$206 Million 0.09% of portfolio
404
Q2 2025 Reduced 7.13%
$51.2B
$215 Million 0.09% of portfolio
207
Q2 2025 New
$2.12B
$208 Million 0.09% of portfolio
9,582
Q2 2025 New
$4.71B
$201 Million 0.09% of portfolio
2,152
Q2 2025 Reduced 76.64%
$14.9B
$207 Million 0.09% of portfolio
1,438
Q2 2025 Reduced 38.49%
$7.02B
$208 Million 0.09% of portfolio
1,433
Q2 2025 Reduced 71.83%
$7.51B
$201 Million 0.09% of portfolio
3,274
Q2 2025 Reduced 69.15%
$105B
$207 Million 0.09% of portfolio
1,293
Q2 2025 Added 196.56%
$32.7B
$197 Million 0.09% of portfolio
1,531
Q2 2025 Reduced 31.56%
$167B
$199 Million 0.09% of portfolio
366
Q2 2025 New
$5.6B
$200 Million 0.09% of portfolio
869
Q2 2025 Reduced 43.35%
$10.7B
$197 Million 0.09% of portfolio
5,175
Q2 2025 Reduced 69.29%
$18.2B
$217 Million 0.09% of portfolio
3,865
Q2 2025 New
$2.89B
$212 Million 0.09% of portfolio
13,415
Q2 2025 Added 8,903.36%
$62.1B
$198 Million 0.09% of portfolio
4,599
Q2 2025 Added 1,848.73%
$6.43B
$215 Million 0.09% of portfolio
949
Q2 2025 Added 158.58%
$18.7B
$216 Million 0.09% of portfolio
733
Q2 2025 Added 22.78%
$186B
$203 Million 0.09% of portfolio
2,172
Q2 2025 Reduced 74.65%
$10.1B
$199 Million 0.09% of portfolio
417
Q2 2025 New
$29.8B
$200 Million 0.09% of portfolio
102
Q2 2025 New
$1.81B
$196 Million 0.09% of portfolio
8,517
Q2 2025 New
$7.93B
$200 Million 0.09% of portfolio
2,358
Q2 2025 Reduced 51.74%
$2.6B
$210 Million 0.09% of portfolio
7,398
Q2 2025 Added 26.68%
$4.32B
$175 Million 0.08% of portfolio
3,898
Q2 2025 New
$7.48B
$187 Million 0.08% of portfolio
22,115
Q2 2025 Added 143.5%
$7.51B
$173 Million 0.08% of portfolio
3,347
Q2 2025 New
$7.31B
$186 Million 0.08% of portfolio
5,386
Q2 2025 New
$13.6B
$177 Million 0.08% of portfolio
766
Q2 2025 New
$11.1B
$172 Million 0.08% of portfolio
1,415
Q2 2025 New
$34.9B
$178 Million 0.08% of portfolio
916
Q2 2025 New
$17.3B
$178 Million 0.08% of portfolio
1,932
Q2 2025 Reduced 40.06%
$12.1B
$183 Million 0.08% of portfolio
1,490
Q2 2025 Added 49,566.67%
$7.53B
$184 Million 0.08% of portfolio
1,019
Q2 2025 New
$15.5B
$180 Million 0.08% of portfolio
2,360
Q2 2025 Reduced 46.49%
$3.42B
$186 Million 0.08% of portfolio
6,458
Q2 2025 New
$33.5B
$191 Million 0.08% of portfolio
2,568
Q2 2025 Added 84.75%

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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