Bayforest Capital Ltd: 13F holdings

CIK 20484232026Q2

Positions917
Reported value$108.2m
Filed2026-08-05

Change since last quarter

Positions917 (+38 vs prior quarter)
Reported value$108.2m (+21.1%)

Top 10 holdings

SecuritySharesValueWeight
SLDE SLIDE INS HLDGS INC35,302$683,8000.6%
ARE ALEXANDRIA REAL ESTATE EQ IN10,563$558,2550.5%
PRM PERIMETER SOLUTIONS INC14,719$524,7320.5%
NTAP NETAPP INC3,094$478,8270.4%
TALO TALOS ENERGY INC36,748$474,4170.4%
ABG ASBURY AUTOMOTIVE GROUP INC2,326$467,7120.4%
AI C3 AI INC51,203$465,4350.4%
SEDG SOLAREDGE TECHNOLOGIES INC7,680$448,8190.4%
HNGE HINGE HEALTH INC5,364$445,2120.4%
MRP MILLROSE PPTYS INC14,763$443,6280.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2048423")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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