Bayforest Capital Ltd — 13F holdings

Bayforest Capital Ltd reported 917 holdings worth $108M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. SLDE SLIDE INS HLDGS INC — $684K (0.6%)
2. ARE ALEXANDRIA REAL ESTATE EQ IN — $558K (0.5%)
3. PRM PERIMETER SOLUTIONS INC — $525K (0.5%)
4. NTAP NETAPP INC — $479K (0.4%)
5. TALO TALOS ENERGY INC — $474K (0.4%)
6. ABG ASBURY AUTOMOTIVE GROUP INC — $468K (0.4%)
7. AI C3 AI INC — $465K (0.4%)
8. SEDG SOLAREDGE TECHNOLOGIES INC — $449K (0.4%)
9. HNGE HINGE HEALTH INC — $445K (0.4%)
10. MRP MILLROSE PPTYS INC — $444K (0.4%)