HedgeMountain

Bayshore Capital

Tampa, FL · CRD 110209
Hedge fund manager

Bayshore Capital is an SEC-registered investment adviser based in Tampa, FL that reports managing 10 hedge funds on Form ADV. It reports $879.2 million in regulatory assets under management. Its private funds, of all types, hold $364.5 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +36.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +36.6% from Q1 2026 to Q2 2026, compared with +9.5% for the S&P 500, based on 13F filings.

Regulatory assets under management
$879.2 millionForm ADV Item 5.F
Gross assets of private funds
$364.5 millionAll private fund types, Form ADV
Hedge funds managed
1010 private funds in total
Employees
12Form ADV Item 5.A
Registration
SEC-registered adviserCRD 110209
Latest Form ADV
06/26/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+36.6%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+36.6%Q1 2026 – Q2 2026
S&P 500+9.5%Same quarters, price only
13F holdings$214.2 million42 positions, 2026-06-30
$95$116$137Q1 2026Q2 202613F est. $137S&P 500 $110
QuarterEst. 13F returnS&P 500
Q2 2026+21.6%+14.8%
Q1 2026+12.3%-4.6%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • USA Rare Earth Inc$95.8 million
  • SPDR Gold Shares ETF$27.7 million
  • Vaneck ETF Trust$12.8 million
  • Fidelity Wise Origin Bitcoin Fund$8.6 million
  • Ishares Bitcoin Trust$7.6 million
  • Ishares Russell 1000 ETF$7.6 million
  • Blue Owl Technology Fin Corp$6.1 million
  • Global X FDS Global X Copper$5.8 million
  • Blue Owl Capital Corporation C$5.1 million
  • Galaxy Digital Inc.$4.3 million

As of 2026-06-30, from 13F filing by Bayshore Capital Advisors, LLC.

Hedge funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures