Bayforest Capital
Bayforest Capital reported 917 stocks worth $108M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SLDE (0.6%), ARE (0.5%) and PRM (0.5%). Compared with Q1 2026, the fund opened new positions in SLDE, GOLD and BAND, added to ARE, PRM and NTAP, trimmed XMTR, PEB and MEDP and sold out of NTRS, SONY and GRAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SLDE Slide Ins Hldgs Inc | $684K | 0.6% | 35K | New position | 1 of 7 | |
| 2 |  ARE Alexandria Real Estate EQ in | $558K | 0.5% | 11K | +10K (+7086%) | 4 of 7 | |
| 3 |  PRM Perimeter Solutions Inc | $525K | 0.5% | 15K | +13K (+685%) | 2 of 7 | |
| 4 |  NTAP Netapp Inc | $479K | 0.4% | 3,094 | +2,498 (+419%) | 5 of 7 | |
| 5 |  TALO Talos Energy Inc | $474K | 0.4% | 37K | +36K (+5944%) | 2 of 7 | |
| 6 |  ABG Asbury Automotive Group Inc | $468K | 0.4% | 2,326 | +2,205 (+1822%) | 7 of 7 | |
| 7 |  AI C3 AI Inc | $465K | 0.4% | 51K | +47K (+1272%) | 6 of 7 | |
| 8 |  SEDG Solaredge Technologies Inc | $449K | 0.4% | 7,680 | +1,235 (+19%) | 7 of 7 | |
| 9 |  HNGE Hinge Health Inc | $445K | 0.4% | 5,364 | +1,017 (+23%) | 2 of 7 | |
| 10 |  MRP Millrose Pptys Inc | $444K | 0.4% | 15K | +6,784 (+85%) | 2 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NTRS Northern TR Corp | $442K | 3,165 |
 SONY Sony Group | $421K | 20K |
 GRAL Grail Inc | $375K | 7,262 |
 PYPL Paypal Hldgs Inc | $348K | 7,703 |
 POR Portland Gen Elec Co | $335K | 6,345 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bayforest Capital 13F FAQ
What does Bayforest Capital own?
Bayforest Capital reported 917 stocks worth $108M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SLDE (0.6%), ARE (0.5%) and PRM (0.5%). The table above lists every position in the filing (the top 10 without an account).
What did Bayforest Capital buy and sell in Q2 2026?
Compared with Q1 2026: 373 new positions, 261 added to, 272 trimmed and 335 sold out. New positions include SLDE, GOLD and BAND. It sold all of NTRS, SONY and GRAL.
When will Bayforest Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bayforest Capital's portfolio worth?
The Q2 2026 filing reports $108M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.