Bayforest Capital Ltd

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 712
Total Value: 229593590
Accession Number: 0002048423-25-000006
Form Type: 13F-HR/A
CIK: 0002048423
Manager Name: Bayforest Capital Ltd

Data Enrichment

99% identified

702 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

712 positions • $229,593.59K total value

712 positions

Manager:

SEC FilingSEC DataHachi Filing

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Okta, Inc.

OKTA|679295105

3559

Value:

$374.5M

Natera, Inc.

NTRA|632307104

2643(+95.3%)

Value:

$373.7M(+74.5%)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

3884(+219.9%)

Value:

$373.6M(+233.2%)

Hanesbrands Inc.

HBI|410345102

64345(+70.2%)

Value:

$371.3M(+20.7%)

CARVANA CO.

CVNA|146869102

1773(+41.5%)

Value:

$370.7M(+45.5%)

GLOBUS MEDICAL INC

GMED|379577208

5059

Value:

$370.3M

GROUP 1 AUTOMOTIVE INC

GPI|398905109

968

Value:

$369.7M

LITHIA MOTORS INC

LAD|536797103

1253(+14.7%)

Value:

$367.8M(-5.8%)

Match Group, Inc.

MTCH|57667L107

11770

Value:

$367.2M

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

3850(+257.1%)

Value:

$366.9M(+194.4%)

WYNN RESORTS LTD

WYNN|983134107

4375

Value:

$365.3M

Root, Inc.

ROOT|77664L207

2707

Value:

$361.2M

QUALCOMM INC/DE

QCOM|747525103

2350

Value:

$361.0M

CONAGRA BRANDS INC.

CAG|205887102

13327(+217.7%)

Value:

$355.4M(+205.3%)

ATI INC

ATI|01741R102

6827(+1677.9%)

Value:

$355.2M(+1580.7%)

Amcor plc

AMCR|G0250X107

36571

Value:

$354.7M

CAMPBELL'S Co

CPB|134429109

8858

Value:

$353.6M

Murphy USA Inc.

MUSA|626755102

744(+103.3%)

Value:

$349.5M(+90.3%)

ManpowerGroup Inc.

MAN|56418H100

6029

Value:

$349.0M

Booz Allen Hamilton Holding Corp

BAH|099502106

3319(-9.7%)

Value:

$347.1M(-26.6%)

Instrument	Shares		Other Manager	Value
Okta, Inc.(OKTAcusip679295105)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$374.5K	QoQ NEW(+$374.5K) YoY-
Natera, Inc.(NTRAcusip632307104)	2.6K	QoQ +95.34% (+1.3K) YoY-	All Managers (Combined)	$373.7K	QoQ +74.50% (+$159.6K) YoY-
Arch Capital Group Ltd.(ACGLcusipG0450A105)	3.9K	QoQ +219.93% (+2.7K) YoY-	All Managers (Combined)	$373.6K	QoQ +233.20% (+$261.4K) YoY-
Hanesbrands Inc.(HBIcusip410345102)	64.3K	QoQ +70.24% (+26.5K) YoY-	All Managers (Combined)	$371.3K	QoQ +20.67% (+$63.6K) YoY-
Carvana Co.(CVNAcusip146869102)	1.8K	QoQ +41.50% (+520) YoY-	All Managers (Combined)	$370.7K	QoQ +45.48% (+$115.9K) YoY-
Globus Medical Inc(GMEDcusip379577208)	5.1K	QoQ NEW(+5.1K) YoY-	All Managers (Combined)	$370.3K	QoQ NEW(+$370.3K) YoY-
Group 1 Automotive Inc(GPIcusip398905109)	968	QoQ NEW(+968) YoY-	All Managers (Combined)	$369.7K	QoQ NEW(+$369.7K) YoY-
Lithia Motors Inc(LADcusip536797103)	1.3K	QoQ +14.74% (-161) YoY-	All Managers (Combined)	$367.8K	QoQ -5.76% (-$22.5K) YoY-
Match Group, Inc.(MTCHcusip57667L107)	11.8K	QoQ NEW(+11.8K) YoY-	All Managers (Combined)	$367.2K	QoQ NEW(+$367.2K) YoY-
Advanced Energy Industries Inc(AEIScusip007973100)	3.9K	QoQ +257.14% (+2.8K) YoY-	All Managers (Combined)	$366.9K	QoQ +194.38% (+$242.3K) YoY-
Wynn Resorts Ltd(WYNNcusip983134107)	4.4K	QoQ NEW(+4.4K) YoY-	All Managers (Combined)	$365.3K	QoQ NEW(+$365.3K) YoY-
Root, Inc.(ROOTcusip77664L207)	2.7K	QoQ NEW(+2.7K) YoY-	All Managers (Combined)	$361.2K	QoQ NEW(+$361.2K) YoY-
Qualcomm Inc/De(QCOMcusip747525103)	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$361.0K	QoQ NEW(+$361.0K) YoY-
Conagra Brands Inc.(CAGcusip205887102)	13.3K	QoQ +217.68% (+9.1K) YoY-	All Managers (Combined)	$355.4K	QoQ +205.32% (+$239.0K) YoY-
Ati Inc(ATIcusip01741R102)	6.8K	QoQ +1677.86% (+6.4K) YoY-	All Managers (Combined)	$355.2K	QoQ +1580.66% (+$334.1K) YoY-
Amcor Plc(AMCRcusipG0250X107)	36.6K	QoQ NEW(+36.6K) YoY-	All Managers (Combined)	$354.7K	QoQ NEW(+$354.7K) YoY-
Campbell'S Co(CPBcusip134429109)	8.9K	QoQ NEW(+8.9K) YoY-	All Managers (Combined)	$353.6K	QoQ NEW(+$353.6K) YoY-
Murphy Usa Inc.(MUSAcusip626755102)	744	QoQ +103.27% (+378) YoY-	All Managers (Combined)	$349.5K	QoQ +90.33% (+$165.9K) YoY-
Manpowergroup Inc.(MANcusip56418H100)	6.0K	QoQ NEW(+6.0K) YoY-	All Managers (Combined)	$349.0K	QoQ NEW(+$349.0K) YoY-
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	3.3K	QoQ -9.68% (-356) YoY-	All Managers (Combined)	$347.1K	QoQ -26.61% (-$125.9K) YoY-