Bayforest Capital Ltd
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| APOGEE THERAPEUTICS INC | 0 | 6,063 | +6,063 | 0 | 510,323 | +510,323 |
| SANDISK CORP | 0 | 803 | +803 | 0 | 510,178 | +510,178 |
| PIPER SANDLER COMPANIES | 0 | 5,796 | +5,796 | 0 | 443,684 | +443,684 |
| RUSH ENTERPRISES INC | 0 | 6,689 | +6,689 | 0 | 442,210 | +442,210 |
| FASTLY INC | 0 | 13,461 | +13,461 | 0 | 391,177 | +391,177 |
| GRAIL INC | 0 | 7,262 | +7,262 | 0 | 375,300 | +375,300 |
| HUNTINGTON INGALLS INDS INC | 0 | 1,016 | +1,016 | 0 | 385,978 | +385,978 |
| XOMETRY INC | 0 | 7,812 | +7,812 | 0 | 319,042 | +319,042 |
| JOBY AVIATION INC | 0 | 37,212 | +37,212 | 0 | 307,371 | +307,371 |
| INSPERITY INC | 0 | 11,054 | +11,054 | 0 | 298,900 | +298,900 |
| FIVE BELOW INC | 0 | 1,528 | +1,528 | 0 | 349,117 | +349,117 |
| BANK HAWAII CORP | 0 | 3,992 | +3,992 | 0 | 296,406 | +296,406 |
| ETORO GROUP LTD | 0 | 9,726 | +9,726 | 0 | 292,072 | +292,072 |
| MOOG INC | 0 | 994 | +994 | 0 | 290,884 | +290,884 |
| ANAPTYSBIO INC | 0 | 5,244 | +5,244 | 0 | 290,832 | +290,832 |
| PRICESMART INC | 0 | 1,845 | +1,845 | 0 | 277,672 | +277,672 |
| CVS HEALTH CORP | 0 | 4,814 | +4,814 | 0 | 345,741 | +345,741 |
| MCKESSON CORP | 0 | 381 | +381 | 0 | 329,702 | +329,702 |
| BOK FINL CORP | 0 | 1,971 | +1,971 | 0 | 252,406 | +252,406 |
| TELEFLEX INCORPORATED | 0 | 2,085 | +2,085 | 0 | 249,387 | +249,387 |
| SMARTSTOP SELF STORAG REIT I | 0 | 7,942 | +7,942 | 0 | 240,484 | +240,484 |
| ATLAS ENERGY SOLUTIONS INC | 0 | 17,776 | +17,776 | 0 | 233,221 | +233,221 |
| PRIMORIS SVCS CORP | 0 | 1,628 | +1,628 | 0 | 232,869 | +232,869 |
| INTERPARFUMS INC | 0 | 2,561 | +2,561 | 0 | 232,641 | +232,641 |
| DISC MEDICINE INC | 0 | 3,564 | +3,564 | 0 | 227,882 | +227,882 |
| EMBRAER S.A. | 0 | 3,840 | +3,840 | 0 | 227,866 | +227,866 |
| TUTOR PERINI CORP | 0 | 2,926 | +2,926 | 0 | 225,858 | +225,858 |
| MILLROSE PPTYS INC | 0 | 7,979 | +7,979 | 0 | 223,412 | +223,412 |
| MERCURY GENL CORP NEW | 0 | 2,509 | +2,509 | 0 | 221,168 | +221,168 |
| WSFS FINL CORP | 0 | 3,363 | +3,363 | 0 | 220,142 | +220,142 |
| PROPETRO HLDG CORP | 0 | 14,918 | +14,918 | 0 | 214,968 | +214,968 |
| HUMANA INC | 0 | 1,524 | +1,524 | 0 | 264,246 | +264,246 |
| QUIDELORTHO CORP | 0 | 12,939 | +12,939 | 0 | 212,588 | +212,588 |
| SEZZLE INC | 0 | 3,346 | +3,346 | 0 | 211,768 | +211,768 |
| BALL CORP | 0 | 4,159 | +4,159 | 0 | 245,838 | +245,838 |
| CG ONCOLOGY INC | 0 | 3,104 | +3,104 | 0 | 210,079 | +210,079 |
| STANLEY BLACK & DECKER INC | 0 | 2,917 | +2,917 | 0 | 207,282 | +207,282 |
| TAPESTRY INC | 0 | 1,489 | +1,489 | 0 | 210,113 | +210,113 |
| EASTMAN CHEM CO | 0 | 2,732 | +2,732 | 0 | 208,506 | +208,506 |
| LINCOLN NATL CORP IND | 0 | 5,743 | +5,743 | 0 | 203,876 | +203,876 |
| DYNEX CAP INC | 0 | 15,964 | +15,964 | 0 | 203,701 | +203,701 |
| JBS N.V. | 0 | 11,314 | +11,314 | 0 | 203,199 | +203,199 |
| PJT PARTNERS INC | 0 | 1,449 | +1,449 | 0 | 202,454 | +202,454 |
| APPLE INC | 0 | 797 | +797 | 0 | 202,271 | +202,271 |
| CENTRUS ENERGY CORP | 0 | 1,140 | +1,140 | 0 | 197,893 | +197,893 |
| HURON CONSULTING GROUP INC | 0 | 1,550 | +1,550 | 0 | 197,610 | +197,610 |
| PAYPAL HLDGS INC | 0 | 7,703 | +7,703 | 0 | 348,407 | +348,407 |
| GARTNER INC | 0 | 1,200 | +1,200 | 0 | 190,008 | +190,008 |
| SILGAN HLDGS INC | 0 | 4,888 | +4,888 | 0 | 189,654 | +189,654 |
| LOGITECH INTL S A | 0 | 2,084 | +2,084 | 0 | 189,894 | +189,894 |
| REVOLUTION MEDICINES INC | 0 | 1,905 | +1,905 | 0 | 185,261 | +185,261 |
| FIFTH THIRD BANCORP | 0 | 5,748 | +5,748 | 0 | 267,052 | +267,052 |
| PHILLIPS 66 | 0 | 988 | +988 | 0 | 179,994 | +179,994 |
| CONCENTRIX CORP | 0 | 6,474 | +6,474 | 0 | 177,129 | +177,129 |
| AXALTA COATING SYS LTD | 0 | 6,350 | +6,350 | 0 | 175,895 | +175,895 |
| PEGASYSTEMS INC | 0 | 5,115 | +5,115 | 0 | 217,694 | +217,694 |
| API GROUP CORP | 0 | 4,315 | +4,315 | 0 | 174,844 | +174,844 |
| TE CONNECTIVITY PLC | 0 | 829 | +829 | 0 | 173,278 | +173,278 |
| MANHATTAN ASSOCIATES INC | 0 | 1,282 | +1,282 | 0 | 170,660 | +170,660 |
| VICTORIAS SECRET AND CO | 0 | 6,910 | +6,910 | 0 | 320,348 | +320,348 |
| WABTEC | 0 | 671 | +671 | 0 | 167,690 | +167,690 |
| HINGE HEALTH INC | 0 | 4,347 | +4,347 | 0 | 167,620 | +167,620 |
| STARWOOD PPTY TR INC | 0 | 11,216 | +11,216 | 0 | 193,140 | +193,140 |
| PATTERSON-UTI ENERGY INC | 0 | 15,269 | +15,269 | 0 | 165,363 | +165,363 |
| PLANET LABS PBC | 0 | 5,847 | +5,847 | 0 | 163,424 | +163,424 |
| HARMONY BIOSCIENCES HLDGS IN | 0 | 5,829 | +5,829 | 0 | 163,270 | +163,270 |
| COMSTOCK RES INC | 0 | 7,743 | +7,743 | 0 | 163,222 | +163,222 |
| FMC CORP | 0 | 9,454 | +9,454 | 0 | 162,798 | +162,798 |
| VISA INC | 0 | 544 | +544 | 0 | 164,419 | +164,419 |
| WOLVERINE WORLD WIDE INC | 0 | 9,934 | +9,934 | 0 | 162,123 | +162,123 |
| O-I GLASS INC | 0 | 15,414 | +15,414 | 0 | 162,001 | +162,001 |
| OKLO INC | 0 | 3,233 | +3,233 | 0 | 160,324 | +160,324 |
| RUSH STREET INTERACTIVE INC | 0 | 7,320 | +7,320 | 0 | 159,210 | +159,210 |
| CORE SCIENTIFIC INC NEW | 0 | 10,637 | +10,637 | 0 | 159,130 | +159,130 |
| HANOVER INS GROUP INC | 0 | 906 | +906 | 0 | 157,055 | +157,055 |
| ESCO TECHNOLOGIES INC | 0 | 553 | +553 | 0 | 155,598 | +155,598 |
| UNIQURE NV | 0 | 9,499 | +9,499 | 0 | 155,309 | +155,309 |
| SAREPTA THERAPEUTICS INC | 0 | 7,121 | +7,121 | 0 | 154,953 | +154,953 |
| CHURCHILL DOWNS INC | 0 | 1,765 | +1,765 | 0 | 158,550 | +158,550 |
| OLIN CORP | 0 | 5,191 | +5,191 | 0 | 154,328 | +154,328 |
| SK TELECOM CO LTD | 0 | 5,264 | +5,264 | 0 | 154,183 | +154,183 |
| TRANSOCEAN LTD | 0 | 22,721 | +22,721 | 0 | 150,640 | +150,640 |
| SPHERE ENTERTAINMENT CO | 0 | 1,337 | +1,337 | 0 | 156,964 | +156,964 |
| PHILLIPS EDISON & CO INC | 0 | 3,959 | +3,959 | 0 | 148,146 | +148,146 |
| MONOLITHIC PWR SYS INC | 0 | 191 | +191 | 0 | 208,830 | +208,830 |
| PENN ENTERTAINMENT INC | 0 | 9,635 | +9,635 | 0 | 144,814 | +144,814 |
| ABBVIE INC | 0 | 665 | +665 | 0 | 144,631 | +144,631 |
| NEOGEN CORP | 0 | 15,563 | +15,563 | 0 | 144,580 | +144,580 |
| PAR TECHNOLOGY CORP | 0 | 10,826 | +10,826 | 0 | 144,311 | +144,311 |
| GRAND CANYON ED INC | 0 | 1,190 | +1,190 | 0 | 202,336 | +202,336 |
| CARGURUS INC | 0 | 4,233 | +4,233 | 0 | 144,134 | +144,134 |
| YPF SOCIEDAD ANONIMA | 0 | 4,393 | +4,393 | 0 | 203,044 | +203,044 |
| XPO INC | 0 | 1,377 | +1,377 | 0 | 267,895 | +267,895 |
| DAVITA INC | 0 | 1,158 | +1,158 | 0 | 177,973 | +177,973 |
| TPG INC | 0 | 3,525 | +3,525 | 0 | 142,798 | +142,798 |
| DUPONT DE NEMOURS INC | 0 | 3,131 | +3,131 | 0 | 143,400 | +143,400 |
| GOODYEAR TIRE & RUBR CO | 0 | 43,480 | +43,480 | 0 | 288,272 | +288,272 |
| ASE TECHNOLOGY HLDG CO LTD | 0 | 6,381 | +6,381 | 0 | 138,340 | +138,340 |
| ESSENT GROUP LTD | 0 | 2,356 | +2,356 | 0 | 137,685 | +137,685 |
| NEXTPOWER INC | 0 | 1,142 | +1,142 | 0 | 137,668 | +137,668 |