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Bayforest Capital Ltd

Portfolio Manager
Bayforest Capital Ltd
Performance
+0.44% (2026 Q1)
AUM (13F)
$89.31M
# of Holdings
879
Performance Rank
Allocation (Top 20)
8.8%

Bayforest Capital Ltd Holdings Map

Top 50 Bayforest Capital Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DKNG
DRAFTKINGS INC NEW
0.58%24.1K$521K
+60.63%(+9.09K)
2025-Q1: 25.7K shares2025-Q2: 24.0K shares2025-Q3: 20.9K shares2025-Q4: 15.0K shares2026-Q1: 24.1K shares
$32.50(-25.63%)
2026-03-31
APGE
APOGEE THERAPEUTICS INC
0.57%6.1K$510Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.1K shares
$79.83(+4.34%)
2026-03-31
SNDK
SANDISK CORP
0.57%803$510Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 803 shares
$436.36(+222.28%)
2026-03-31
RUSHA
RUSH ENTERPRISES INC
0.5%6.7K$442Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.7K shares
$60.02(+18.15%)
2026-03-31
NTRS
NORTHERN TR CORP
0.49%3.2K$442K
-8.82%(-306)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 600 shares2025-Q4: 3.5K shares2026-Q1: 3.2K shares
$134.75(+19.93%)
2026-03-31
SONY
SONY GROUP CORP
0.47%20.4K$421K
-24.21%(-6.50K)
2025-Q1: 0 shares2025-Q2: 40.5K shares2025-Q3: 0 shares2025-Q4: 26.9K shares2026-Q1: 20.4K shares
$25.25(-20.33%)
2026-03-31
ROKU
ROKU INC
0.44%4.2K$396K
+20.11%(+700)
2025-Q1: 5.7K shares2025-Q2: 6.4K shares2025-Q3: 5.1K shares2025-Q4: 3.5K shares2026-Q1: 4.2K shares
$78.04(+59.42%)
2026-03-31
FSLY
FASTLY INC
0.44%13.5K$391K
+14069.47%(+13.37K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 95 shares2026-Q1: 13.5K shares
$19.55(+65.54%)
2026-03-31
HII
HUNTINGTON INGALLS INDS INC
0.43%1.0K$386K
+527.16%(+854)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 578 shares2025-Q4: 162 shares2026-Q1: 1.0K shares
$344.79(-5.41%)
2026-03-31
GRAL
GRAIL INC
0.42%7.3K$375Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.3K shares
$68.63(-20.74%)
2026-03-31

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