13F filer

Bayforest Capital

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 2048423 SEC filings ↗
13F Value
$108.2M
Positions
917
Top Position
SLDE0.6%
Top 5
2.5%

Latest filing changes

vs Mar 31, 2026
2 TALO Talos Energy >999%+$467K
3 PRM Perimeter Solutions +685.4%+$458K
5 AI C3 AI >999%+$432K
Holdings917
# Trend (4Q)
1 SLDE 0.6% $684K NEW 35.3K — Common Stock
2 ARE 0.5% $558K >999% 10.6K <0.1% Common Stock
3 PRM 0.5% $525K +685.4% 14.7K 0.1% Common Stock
4 NTAP 0.4% $479K +419.1% 3.1K 0.1% Common Stock
5 TALO 0.4% $474K >999% 36.7K <0.1% Common Stock
6 ABG 0.4% $468K >999% 2.3K <0.1% Common Stock
7 AI 0.4% $465K >999% 51.2K <0.1% Common Stock
8 SEDG 0.4% $449K +19.2% 7.7K 0.4% Common Stock
9 HNGE 0.4% $445K +23.4% 5.4K 0.2% Common Stock
10 MRP 0.4% $444K +85.0% 14.8K 0.3% Common Stock
11 CHRD 0.4% $435K +208.5% 3.8K 0.2% Common Stock
12 GOLD 0.4% $425K NEW 10.2K — Common Stock
13 BAND 0.4% $421K NEW 6.7K — Common Stock
14 PRGO 0.4% $412K >999% 39.7K <0.1% Common Stock
15 NOG 0.4% $405K +547.3% 22.3K 0.1% Common Stock
16 GAP 0.4% $401K >999% 21.5K <0.1% Common Stock
17 CFG 0.4% $396K NEW 5.6K — Common Stock
18 RCUS 0.4% $392K +45.0% 12.7K 0.2% Common Stock
19 FRT 0.4% $391K NEW 3.2K — Common Stock
20 CNH 0.4% $389K +979.2% 34.6K <0.1% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing334
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.