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
+54.82%
+14.18%
5,889.3
Industrial Products
CCI
Crown Castle Inc
17,677
1,842.5
+758.94%
0.800
+0.71%
0.000
+5.30%
+20.47%
46,332.8
REITs
MC
Moelis & Co
29,851
1,742.1
+3,395.43%
0.760
+0.74%
0.040
+40.28%
-4.93%
5,104.7
Capital Markets
AGCO
AGCO Corp
17,693
1,637.8
New Holding
0.710
+0.71%
0.020
+33.53%
+14.50%
7,938.6
Farm & Heavy Construction Machinery
EL
The Estee Lauder Companies Inc
24,337
1,606.2
New Holding
0.700
+0.70%
0.010
+59.00%
+15.89%
30,953.1
Consumer Packaged Goods
AG
First Majestic Silver Corp
213,843
1,430.6
+1,978.57%
0.620
+0.59%
0.040
+34.63%
+58.58%
4,202.0
Metals & Mining
PLTR
Palantir Technologies Inc
16,452
1,388.5
+264.30%
0.600
+0.44%
0.000
+67.17%
+100.70%
358,211.1
Software
AFRM
Affirm Holdings Inc
29,963
1,354.0
+695.83%
0.590
+0.52%
0.010
+64.21%
+9.61%
21,533.5
Software
CI
The Cigna Group
4,112
1,352.8
New Holding
0.590
+0.59%
0.000
-8.79%
+7.80%
78,753.6
Healthcare Plans
AVT
Avnet Inc
27,247
1,310.3
+294.48%
0.570
+0.43%
0.030
+18.04%
+6.63%
4,616.3
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
$25.36
6.24%
New holding
104,540
104,540
MC
Moelis & Co
2025-03-31
Add
Add
+0.74%
●
57.91 ($70.5) 81.2
$68.81
-2.40%
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
$106.41
8.95%
New holding
17,693
17,693
CCI
Crown Castle Inc
2025-03-31
Add
Add
+0.71%
●
84.33 ($93.37) 106.39
$106.40
13.96%
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
$86.04
18.95%
New holding
24,337
24,337
CI
The Cigna Group
2025-03-31
New Buy
New Buy
+0.59%
●
274.49 ($301.26) 329
$294.80
-2.14%
New holding
4,112
4,112
AG
First Majestic Silver Corp
2025-03-31
Add
Add
+0.59%
●
5.27 ($5.96) 7.25
$8.69
45.81%
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
$105.10
-34.93%
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
$30.40
33.10%
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
$13.70
8.90%
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

Discussions on Bayforest Capital Ltd

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.