Stock Taper 
BAYFOREST CAPITAL LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arm Holdings plc American Depositary Shares | ARM | 366 | $129.77K |
 US Foods Holding Corp. | USFD | 367 | $37.53K |
 Crescent Energy Company | CRGY | 368 | $3.61K |
 Carrier Global Corporation | CARR | 374 | $27.43K |
 Tradeweb Markets Inc. | TW | 375 | $37.37K |
 The Williams Companies, Inc. | WMB | 378 | $28.1K |
 Roku, Inc. | ROKU | 380 | $52.49K |
 Talen Energy Corporation | TLN | 382 | $146.79K |
 Ichor Holdings, Ltd. | ICHR | 384 | $43.12K |
 Lithia Motors, Inc. | LAD | 390 | $113.29K |
 Plexus Corp. | PLXS | 396 | $119.06K |
 Cousins Properties Incorporated | CUZ | 397 | $11.9K |
 AAON, Inc. | AAON | 398 | $50.49K |
 STAG Industrial, Inc. | STAG | 401 | $15.26K |
 Fomento Económico Mexicano, S.A.B. de C.V. | FMX | 403 | $51.54K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 404 | $40.21K |
 ACM Research, Inc. | ACMR | 404 | $51.26K |
 Brighthouse Financial, Inc. | BHF | 405 | $25.64K |
 Arch Capital Group Ltd. | ACGL | 407 | $39.5K |
 Quanta Services, Inc. | PWR | 407 | $293.06K |