BAYFOREST CAPITAL LTD

PrivateCIK: 2048423
Location

LONDON, X0

879
Positions
$89.31M
Total AUM (reported)
2.29M
Total Shares

Allocation by class

TOTAL AUM$89.31M879 positions
COM$60.46M67.7%
CL A$6.58M7.4%
COM NEW$4.49M5.0%
COM CL A$4.06M4.6%
COMMON STOCK$2.08M2.3%
SHS$1.82M2.0%
SPONSORED ADS$1.30M1.5%

Portfolio Concentration

Top 31.7%4–103.3%11–255.8%Rest89.2%TOP 105.0%0%100%
Top 3$1.54M1.7%
4–10$2.92M3.3%
11–25$5.17M5.8%
Rest$79.67M89.2%

Top 3 weight

1.7%

Top 10 weight

5.0%

Voting Authority Distribution

Total shares with voting rights: 2.29M

Sole

Full voting authority

2.29M

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)

Sole879
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings879
Rows:

DRAFTKINGS INC NEW

SOLE
COM CL A
Shares24.09K
TypeSH
Market value$520.8K
0.58%
Sole
24.09K
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares6.06K
TypeSH
Market value$510.3K
0.57%
Sole
6.06K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares803.00
TypeSH
Market value$510.2K
0.57%
Sole
803.00
Shared
0.00
None
0.00

PIPER SANDLER COMPANIES

SOLE
COM NEW
Shares5.80K
TypeSH
Market value$443.7K
0.50%
Sole
5.80K
Shared
0.00
None
0.00

RUSH ENTERPRISES INC

SOLE
CL A
Shares6.69K
TypeSH
Market value$442.2K
0.50%
Sole
6.69K
Shared
0.00
None
0.00

NORTHERN TR CORP

SOLE
COM
Shares3.17K
TypeSH
Market value$441.7K
0.49%
Sole
3.17K
Shared
0.00
None
0.00

SONY GROUP CORP

SOLE
SPONSORED ADR
Shares20.35K
TypeSH
Market value$421.2K
0.47%
Sole
20.35K
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares4.18K
TypeSH
Market value$395.6K
0.44%
Sole
4.18K
Shared
0.00
None
0.00

FASTLY INC

SOLE
CL A
Shares13.46K
TypeSH
Market value$391.2K
0.44%
Sole
13.46K
Shared
0.00
None
0.00

HUNTINGTON INGALLS INDS INC

SOLE
COM
Shares1.02K
TypeSH
Market value$386.0K
0.43%
Sole
1.02K
Shared
0.00
None
0.00

GRAIL INC

SOLE
COM
Shares7.26K
TypeSH
Market value$375.3K
0.42%
Sole
7.26K
Shared
0.00
None
0.00

CIRRUS LOGIC INC

SOLE
COM
Shares2.59K
TypeSH
Market value$374.0K
0.42%
Sole
2.59K
Shared
0.00
None
0.00

FIRST SOLAR INC

SOLE
COM
Shares1.82K
TypeSH
Market value$359.6K
0.40%
Sole
1.82K
Shared
0.00
None
0.00

FIVE BELOW INC

SOLE
COM
Shares1.53K
TypeSH
Market value$349.1K
0.39%
Sole
1.53K
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
COM
Shares7.70K
TypeSH
Market value$348.4K
0.39%
Sole
7.70K
Shared
0.00
None
0.00

ARCBEST CORP

SOLE
COM
Shares3.52K
TypeSH
Market value$346.2K
0.39%
Sole
3.52K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares4.81K
TypeSH
Market value$345.7K
0.39%
Sole
4.81K
Shared
0.00
None
0.00

KOHLS CORP

SOLE
COM
Shares26.53K
TypeSH
Market value$342.3K
0.38%
Sole
26.53K
Shared
0.00
None
0.00

IRHYTHM HOLDINGS INC

SOLE
COM
Shares2.86K
TypeSH
Market value$337.4K
0.38%
Sole
2.86K
Shared
0.00
None
0.00

LANDSTAR SYS INC

SOLE
COM
Shares2.09K
TypeSH
Market value$335.2K
0.38%
Sole
2.09K
Shared
0.00
None
0.00

PORTLAND GEN ELEC CO

SOLE
COM NEW
Shares6.34K
TypeSH
Market value$334.8K
0.37%
Sole
6.34K
Shared
0.00
None
0.00

ABM INDS INC

SOLE
COM
Shares8.68K
TypeSH
Market value$334.4K
0.37%
Sole
8.68K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares381.00
TypeSH
Market value$329.7K
0.37%
Sole
381.00
Shared
0.00
None
0.00

BATH & BODY WORKS INC

SOLE
COM
Shares17.64K
TypeSH
Market value$329.4K
0.37%
Sole
17.64K
Shared
0.00
None
0.00

SOLAREDGE TECHNOLOGIES INC

SOLE
COM
Shares6.45K
TypeSH
Market value$329.0K
0.37%
Sole
6.45K
Shared
0.00
None
0.00
Page 1 of 36