BC

Bayforest Capital Ltd

13F
Bayforest Capital Ltd
Last update 2025-05-19 712 Stocks (254 new)
Value $230.00 Mil Turnover 79 %
Countries:
Top Holdings: BE(0.90%)CCI(0.80%)MC(0.76%)AGCO(0.71%)EL(0.70%)
Summary Stock Picks Current Portfolio
Bayforest Capital Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BE
Bloom Energy Corp
104,540
2,055.3
New Holding
0.900
+0.90%
0.050
+55.27%
+20.67%
6,223.7
Industrial Products
CCI
Crown Castle Inc
17,677
1,842.5
+758.94%
0.800
+0.71%
0.000
+8.67%
+24.51%
47,885.2
REITs
MC
Moelis & Co
29,851
1,742.1
+3,395.43%
0.760
+0.74%
0.040
+37.74%
-1.93%
5,265.7
Capital Markets
AGCO
AGCO Corp
17,693
1,637.8
New Holding
0.710
+0.71%
0.020
+36.59%
+20.67%
8,366.0
Farm & Heavy Construction Machinery
EL
The Estee Lauder Companies Inc
24,337
1,606.2
New Holding
0.700
+0.70%
0.010
+57.47%
+20.84%
32,273.3
Consumer Packaged Goods
AG
First Majestic Silver Corp
213,843
1,430.6
+1,978.57%
0.620
+0.59%
0.040
+42.37%
+60.96%
4,254.9
Metals & Mining
PLTR
Palantir Technologies Inc
16,452
1,388.5
+264.30%
0.600
+0.44%
0.000
+53.36%
+104.44%
364,887.3
Software
AFRM
Affirm Holdings Inc
29,963
1,354.0
+695.83%
0.590
+0.52%
0.010
+39.88%
+7.59%
21,137.3
Software
CI
The Cigna Group
4,112
1,352.8
New Holding
0.590
+0.59%
0.000
-9.19%
+11.27%
81,286.2
Healthcare Plans
AVT
Avnet Inc
27,247
1,310.3
+294.48%
0.570
+0.43%
0.030
+11.15%
+6.59%
4,614.7
Hardware

Bayforest Capital Ltd's Historical Top Holdings Breakdowns

Bayforest Capital Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BE
Bloom Energy Corp
2025-03-31
New Buy
New Buy
+0.90%
●
19.66 ($23.87) 29.81
$26.80
12.27%
New holding
104,540
104,540
MC
Moelis & Co
2025-03-31
Add
Add
+0.74%
●
57.91 ($70.5) 81.2
$70.98
0.68%
Add 3395.43%
29,851
28,997
AGCO
AGCO Corp
2025-03-31
New Buy
New Buy
+0.71%
●
88.82 ($97.67) 106.69
$112.14
14.82%
New holding
17,693
17,693
CCI
Crown Castle Inc
2025-03-31
Add
Add
+0.71%
●
84.33 ($93.37) 106.39
$109.97
17.77%
Add 758.94%
17,677
15,619
EL
The Estee Lauder Companies Inc
2025-03-31
New Buy
New Buy
+0.70%
●
64.26 ($72.33) 85.48
$89.71
24.03%
New holding
24,337
24,337
CI
The Cigna Group
2025-03-31
New Buy
New Buy
+0.59%
●
274.49 ($301.26) 329
$304.28
1.00%
New holding
4,112
4,112
AG
First Majestic Silver Corp
2025-03-31
Add
Add
+0.59%
●
5.27 ($5.96) 7.25
$8.82
47.99%
Add 1978.57%
213,843
203,555
DECK
Deckers Outdoor Corp
2025-03-31
New Buy
New Buy
+0.57%
●
111.56 ($161.52) 223.11
$108.09
-33.08%
New holding
11,609
11,609
ACMR
ACM Research Inc
2025-03-31
New Buy
New Buy
+0.54%
●
15.41 ($22.84) 29.98
$30.19
32.18%
New holding
52,804
52,804
RIVN
Rivian Automotive Inc
2025-03-31
New Buy
New Buy
+0.54%
●
10.61 ($12.58) 16.49
$14.02
11.45%
New holding
98,749
98,749

Bayforest Capital Ltd Total Holding History ($B)

To

Bayforest Capital Ltd's Asset Allocation

To

Bayforest Capital Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bayforest Capital Ltd's Hypothetical Growth since 2025-03-31

Bayforest Capital Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Bayforest Capital Ltd's Holdings Heat Map

Size field:

Bayforest Capital Ltd's Holdings Bubble Chart

Bayforest Capital Ltd News

  • 1

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