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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FLUOR CORP

FLR|343412102

26589(+140.6%)

Value:

$952.4M(+74.7%)

DARLING INGREDIENTS INC.

DAR|237266101

29869(+356.6%)

Value:

$933.1M(+323.4%)

Bloomin' Brands, Inc.

BLMN|094235108

130071

Value:

$932.6M

ERICSSON LM TELEPHONE CO

ERIC|294821608

120181(+14.6%)

Value:

$932.6M(+10.4%)

EXELIXIS, INC.

EXEL|30161Q104

25240

Value:

$931.9M

Tencent Music Entertainment Group

TME|88034P109

64459(+162.2%)

Value:

$928.9M(+232.9%)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

57036(+367.3%)

Value:

$922.8M(+456.0%)

UNITED PARCEL SERVICE INC

UPS|911312106

8327(+1539.2%)

Value:

$915.9M(+1329.8%)

YETI Holdings, Inc.

YETI|98585X104

27421

Value:

$907.6M

Duke Energy CORP

DUK|26441C204

7343(+9314.1%)

Value:

$895.6M(+10557.1%)

BRINKER INTERNATIONAL, INC

EAT|109641100

5991(+694.6%)

Value:

$893.0M(+795.2%)

Compass, Inc.

COMP|20464U100

101909(+307.6%)

Value:

$889.7M(+508.3%)

FMC CORP

FMC|302491303

20933(+19282.4%)

Value:

$883.2M(+16722.2%)

Inspire Medical Systems, Inc.

INSP|457730109

5491(+2465.9%)

Value:

$874.6M(+2104.6%)

DraftKings Inc.

DKNG|26142V105

25722

Value:

$854.2M

Red Rock Resorts, Inc.

RRR|75700L108

19366(+1011.1%)

Value:

$839.9M(+942.1%)

EMCOR Group, Inc.

EME|29084Q100

2265(+92.3%)

Value:

$837.2M(+56.6%)

Gitlab Inc.

GTLB|37637K108

17659

Value:

$830.0M

Concentrix Corp

CNXC|20602D101

14619

Value:

$813.4M

Victoria's Secret & Co.

VSCO|926400102

43747

Value:

$812.8M

Instrument	Shares		Other Manager	Value
Fluor Corp(FLRcusip343412102)	26.6K	QoQ +140.55% (+15.5K) YoY-	All Managers (Combined)	$952.4K	QoQ +74.71% (+$407.3K) YoY-
Darling Ingredients Inc.(DARcusip237266101)	29.9K	QoQ +356.57% (+23.3K) YoY-	All Managers (Combined)	$933.1K	QoQ +323.37% (+$712.7K) YoY-
Bloomin' Brands, Inc.(BLMNcusip094235108)	130.1K	QoQ NEW(+130.1K) YoY-	All Managers (Combined)	$932.6K	QoQ NEW(+$932.6K) YoY-
Ericsson Lm Telephone Co(ERICcusip294821608)	120.2K	QoQ +14.63% (+15.3K) YoY-	All Managers (Combined)	$932.6K	QoQ +10.36% (+$87.6K) YoY-
Exelixis, Inc.(EXELcusip30161Q104)	25.2K	QoQ NEW(+25.2K) YoY-	All Managers (Combined)	$931.9K	QoQ NEW(+$931.9K) YoY-
Tencent Music Entertainment Group(TMEcusip88034P109)	64.5K	QoQ +162.20% (+39.9K) YoY-	All Managers (Combined)	$928.9K	QoQ +232.90% (+$649.8K) YoY-
Solaredge Technologies, Inc.(SEDGcusip83417M104)	57.0K	QoQ +367.31% (+44.8K) YoY-	All Managers (Combined)	$922.8K	QoQ +455.96% (+$756.9K) YoY-
United Parcel Service Inc(UPScusip911312106)	8.3K	QoQ +1539.17% (+7.8K) YoY-	All Managers (Combined)	$915.9K	QoQ +1329.75% (+$851.8K) YoY-
Yeti Holdings, Inc.(YETIcusip98585X104)	27.4K	QoQ NEW(+27.4K) YoY-	All Managers (Combined)	$907.6K	QoQ NEW(+$907.6K) YoY-
Duke Energy Corp(DUKcusip26441C204)	7.3K	QoQ +9314.10% (+7.3K) YoY-	All Managers (Combined)	$895.6K	QoQ +10557.13% (+$887.2K) YoY-
Brinker International, Inc(EATcusip109641100)	6.0K	QoQ +694.56% (+5.2K) YoY-	All Managers (Combined)	$893.0K	QoQ +795.22% (+$793.2K) YoY-
Compass, Inc.(COMPcusip20464U100)	101.9K	QoQ +307.63% (+76.9K) YoY-	All Managers (Combined)	$889.7K	QoQ +508.31% (+$743.4K) YoY-
Fmc Corp(FMCcusip302491303)	20.9K	QoQ +19282.40% (+20.8K) YoY-	All Managers (Combined)	$883.2K	QoQ +16722.15% (+$877.9K) YoY-
Inspire Medical Systems, Inc.(INSPcusip457730109)	5.5K	QoQ +2465.88% (+5.3K) YoY-	All Managers (Combined)	$874.6K	QoQ +2104.64% (+$834.9K) YoY-
Draftkings Inc.(DKNGcusip26142V105)	25.7K	QoQ NEW(+25.7K) YoY-	All Managers (Combined)	$854.2K	QoQ NEW(+$854.2K) YoY-
Red Rock Resorts, Inc.(RRRcusip75700L108)	19.4K	QoQ +1011.07% (+17.6K) YoY-	All Managers (Combined)	$839.9K	QoQ +942.11% (+$759.3K) YoY-
Emcor Group, Inc.(EMEcusip29084Q100)	2.3K	QoQ +92.27% (+1.1K) YoY-	All Managers (Combined)	$837.2K	QoQ +56.57% (+$302.5K) YoY-
Gitlab Inc.(GTLBcusip37637K108)	17.7K	QoQ NEW(+17.7K) YoY-	All Managers (Combined)	$830.0K	QoQ NEW(+$830.0K) YoY-
Concentrix Corp(CNXCcusip20602D101)	14.6K	QoQ NEW(+14.6K) YoY-	All Managers (Combined)	$813.4K	QoQ NEW(+$813.4K) YoY-
Victoria'S Secret & Co.(VSCOcusip926400102)	43.7K	QoQ NEW(+43.7K) YoY-	All Managers (Combined)	$812.8K	QoQ NEW(+$812.8K) YoY-