Filed: 10/24/2025ACC: 0002048423-25-000009
📋 What this filing means
BAYFOREST CAPITAL LTD filed this quarterly 13F‑HR report disclosing 717 equity positions with a total reported market value of $210.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
717
Positions
$210.33M
Total AUM (reported)
5.30M
Total Shares
Allocation by class
COM$144.71M68.8%
CL A$14.57M6.9%
COM NEW$12.74M6.1%
COM CL A$6.12M2.9%
SPONSORED ADS$4.16M2.0%
SHS$3.92M1.9%
CL A COM$2.82M1.3%
Portfolio Concentration
Top 3$4.13M2.0%
4–10$7.97M3.8%
11–25$14.46M6.9%
Rest$183.77M87.4%
Top 3 weight
2.0%
Top 10 weight
5.8%
Voting Authority Distribution
Total shares with voting rights: 5.30M
Sole
Full voting authority
5.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole717
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings717
Rows:
SOLAREDGE TECHNOLOGIES INC
SOLEShares40.70K
TypeSH
Market value$1.51M
0.72%
Sole
40.70K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
SOLEShares148.17K
TypeSH
Market value$1.33M
0.63%
Sole
148.17K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares13.41K
TypeSH
Market value$1.29M
0.62%
Sole
13.41K
Shared
0.00
None
0.00
MERCURY SYS INC
SOLEShares15.52K
TypeSH
Market value$1.20M
0.57%
Sole
15.52K
Shared
0.00
None
0.00
CIRRUS LOGIC INC
SOLEShares9.56K
TypeSH
Market value$1.20M
0.57%
Sole
9.56K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares12.40K
TypeSH
Market value$1.17M
0.56%
Sole
12.40K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares4.37K
TypeSH
Market value$1.14M
0.54%
Sole
4.37K
Shared
0.00
None
0.00
TRINET GROUP INC
SOLEShares16.84K
TypeSH
Market value$1.13M
0.54%
Sole
16.84K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares3.13K
TypeSH
Market value$1.08M
0.51%
Sole
3.13K
Shared
0.00
None
0.00
CVR ENERGY INC
SOLEShares28.98K
TypeSH
Market value$1.06M
0.50%
Sole
28.98K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares17.54K
TypeSH
Market value$1.01M
0.48%
Sole
17.54K
Shared
0.00
None
0.00
FRONTDOOR INC
SOLEShares14.91K
TypeSH
Market value$1.00M
0.48%
Sole
14.91K
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares5.81K
TypeSH
Market value$998.9K
0.47%
Sole
5.81K
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC
SOLEShares6.70K
TypeSH
Market value$997.8K
0.47%
Sole
6.70K
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares23.09K
TypeSH
Market value$975.7K
0.46%
Sole
23.09K
Shared
0.00
None
0.00
SONOCO PRODS CO
SOLEShares22.62K
TypeSH
Market value$974.8K
0.46%
Sole
22.62K
Shared
0.00
None
0.00
ALLIANCE DATA SYSTEMS CORP
SOLEShares17.43K
TypeSH
Market value$971.8K
0.46%
Sole
17.43K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares22.07K
TypeSH
Market value$971.2K
0.46%
Sole
22.07K
Shared
0.00
None
0.00
PTC INC
SOLEShares4.70K
TypeSH
Market value$954.4K
0.45%
Sole
4.70K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares7.05K
TypeSH
Market value$943.9K
0.45%
Sole
7.05K
Shared
0.00
None
0.00
JBG SMITH PPTYS
SOLEShares42.23K
TypeSH
Market value$939.7K
0.45%
Sole
42.23K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares6.97K
TypeSH
Market value$939.2K
0.45%
Sole
6.97K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares33.43K
TypeSH
Market value$939.0K
0.45%
Sole
33.43K
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares19.30K
TypeSH
Market value$925.0K
0.44%
Sole
19.30K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares4.31K
TypeSH
Market value$917.6K
0.44%
Sole
4.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOLAREDGE TECHNOLOGIES INCSOLE | COM | 40.70K | SH | $1.51M 0.72% | 40.70K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 148.17K | SH | $1.33M 0.63% | 148.17K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 13.41K | SH | $1.29M 0.62% | 13.41K | 0.00 | 0.00 |
MERCURY SYS INCSOLE | COM | 15.52K | SH | $1.20M 0.57% | 15.52K | 0.00 | 0.00 |
CIRRUS LOGIC INCSOLE | COM | 9.56K | SH | $1.20M 0.57% | 9.56K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 12.40K | SH | $1.17M 0.56% | 12.40K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 4.37K | SH | $1.14M 0.54% | 4.37K | 0.00 | 0.00 |
TRINET GROUP INCSOLE | COM | 16.84K | SH | $1.13M 0.54% | 16.84K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 3.13K | SH | $1.08M 0.51% | 3.13K | 0.00 | 0.00 |
CVR ENERGY INCSOLE | COM | 28.98K | SH | $1.06M 0.50% | 28.98K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 17.54K | SH | $1.01M 0.48% | 17.54K | 0.00 | 0.00 |
FRONTDOOR INCSOLE | COM | 14.91K | SH | $1.00M 0.48% | 14.91K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | COM | 5.81K | SH | $998.9K 0.47% | 5.81K | 0.00 | 0.00 |
HENRY JACK & ASSOC INCSOLE | COM | 6.70K | SH | $997.8K 0.47% | 6.70K | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 23.09K | SH | $975.7K 0.46% | 23.09K | 0.00 | 0.00 |
SONOCO PRODS COSOLE | COM | 22.62K | SH | $974.8K 0.46% | 22.62K | 0.00 | 0.00 |
ALLIANCE DATA SYSTEMS CORPSOLE | COM | 17.43K | SH | $971.8K 0.46% | 17.43K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 22.07K | SH | $971.2K 0.46% | 22.07K | 0.00 | 0.00 |
PTC INCSOLE | COM | 4.70K | SH | $954.4K 0.45% | 4.70K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 7.05K | SH | $943.9K 0.45% | 7.05K | 0.00 | 0.00 |
JBG SMITH PPTYSSOLE | COM | 42.23K | SH | $939.7K 0.45% | 42.23K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 6.97K | SH | $939.2K 0.45% | 6.97K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 33.43K | SH | $939.0K 0.45% | 33.43K | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 19.30K | SH | $925.0K 0.44% | 19.30K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 4.31K | SH | $917.6K 0.44% | 4.31K | 0.00 | 0.00 |
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