Bayforest Capital LTD Portfolio Holdings

Bayforest Capital LTD

  • $210 Billion
  • Q3 2025

Bayforest Capital LTD has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 717 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Solaredge Technologies, Inc. with a value of $1.51B, Peloton Interactive, Inc. with a value of $1.33B, Crown Castle International Corp with a value of $1.29B, Cirrus Logic, Inc. with a value of $1.2B, and Mercury Systems Inc with a value of $1.2B.

Examining the 13F form we can see an decrease of $18.5B in the current position value, from $229B to 210B.

Bayforest Capital LTD is based out at London, X0

Below you can find more details about Bayforest Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
Technology: $36.3 Billion
Consumer Cyclical: $29.2 Billion
Industrials: $27.4 Billion
Healthcare: $24.3 Billion
Financial Services: $22.8 Billion
Consumer Defensive: $14 Billion
Real Estate: $13.8 Billion
Energy: $12.5 Billion
Other: $25.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.5B
$346 Million 0.16% of portfolio
7,571
Q3 2025 Added 64.62%
$5.23B
$346 Million 0.16% of portfolio
1,575
Q3 2025 New
$118B
$332 Million 0.16% of portfolio
1,352
Q3 2025 Added 15.26%
$6.02B
$337 Million 0.16% of portfolio
1,117
Q3 2025 New
$20.7B
$331 Million 0.16% of portfolio
21,002
Q3 2025 Added 52.31%
$7.85B
$345 Million 0.16% of portfolio
3,406
Q3 2025 New
$5.42B
$341 Million 0.16% of portfolio
19,001
Q3 2025 Added 6,233.67%
$113B
$331 Million 0.16% of portfolio
3,498
Q3 2025 Added 503.1%
$6.59B
$345 Million 0.16% of portfolio
1,979
Q3 2025 Added 0.46%
$4.73B
$345 Million 0.16% of portfolio
11,808
Q3 2025 Reduced 37.85%
$57.4B
$344 Million 0.16% of portfolio
538
Q3 2025 Added 131.9%
$3.56B
$335 Million 0.16% of portfolio
3,578
Q3 2025 Added 5.3%
$32B
$339 Million 0.16% of portfolio
5,781
Q3 2025 New
$12.6B
$337 Million 0.16% of portfolio
4,047
Q3 2025 Reduced 78.69%
$2.35B
$328 Million 0.16% of portfolio
29,564
Q3 2025 New
$62.7B
$312 Million 0.15% of portfolio
3,792
Q3 2025 Reduced 66.92%
Root Inc
-
$314 Million 0.15% of portfolio
-
Q3 2025 Reduced 19.0%
$5.45B
$314 Million 0.15% of portfolio
4,004
Q3 2025 Reduced 43.37%
$38B
$315 Million 0.15% of portfolio
2,329
Q3 2025 Added 31.95%
$15.6B
$309 Million 0.15% of portfolio
1,619
Q3 2025 New
$37.5B
$325 Million 0.15% of portfolio
5,731
Q3 2025 Added 3,212.72%
$4.57B
$316 Million 0.15% of portfolio
3,872
Q3 2025 Reduced 40.1%
$13.9B
$306 Million 0.15% of portfolio
2,180
Q3 2025 New
$4.19B
$318 Million 0.15% of portfolio
17,838
Q3 2025 Reduced 61.9%
$100B
$315 Million 0.15% of portfolio
5,173
Q3 2025 Added 14.73%
$2.85B
$319 Million 0.15% of portfolio
7,346
Q3 2025 Reduced 62.19%
$24.4B
$322 Million 0.15% of portfolio
1,850
Q3 2025 New
$25.4B
$309 Million 0.15% of portfolio
4,339
Q3 2025 Reduced 6.53%
$27.7B
$324 Million 0.15% of portfolio
3,835
Q3 2025 New
$33.6B
$318 Million 0.15% of portfolio
3,224
Q3 2025 New
$46.2B
$311 Million 0.15% of portfolio
4,139
Q3 2025 New
Ferguson Enterprises Inc
-
$320 Million 0.15% of portfolio
-
Q3 2025 New
$2.8B
$310 Million 0.15% of portfolio
14,417
Q3 2025 Reduced 19.91%
$10.5B
$298 Million 0.14% of portfolio
6,778
Q3 2025 Added 43.75%
$18.6B
$291 Million 0.14% of portfolio
2,231
Q3 2025 Reduced 38.1%
$4.78B
$301 Million 0.14% of portfolio
9,988
Q3 2025 Added 3,011.53%
$1.02B
$286 Million 0.14% of portfolio
17,294
Q3 2025 Reduced 22.58%
$14.5B
$294 Million 0.14% of portfolio
840
Q3 2025 Reduced 55.91%
$99.7B
$299 Million 0.14% of portfolio
1,552
Q3 2025 Added 1,816.05%
$16.8B
$291 Million 0.14% of portfolio
4,731
Q3 2025 Added 54.46%
$7.96B
$286 Million 0.14% of portfolio
12,986
Q3 2025 Reduced 40.79%
$27.2B
$295 Million 0.14% of portfolio
1,358
Q3 2025 Reduced 29.67%
Arista Networks Inc
-
$292 Million 0.14% of portfolio
-
Q3 2025 Reduced 67.9%
$8.52B
$296 Million 0.14% of portfolio
3,423
Q3 2025 Added 3,834.48%
$30.3B
$303 Million 0.14% of portfolio
4,191
Q3 2025 Added 29.55%
$13.5B
$286 Million 0.14% of portfolio
3,363
Q3 2025 Reduced 56.5%
$8.69B
$295 Million 0.14% of portfolio
24,421
Q3 2025 Added 26.34%
$11.5B
$298 Million 0.14% of portfolio
4,922
Q3 2025 New
$10.9B
$285 Million 0.14% of portfolio
2,666
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 717
  • Current Value $210 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 239 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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