BAYPOINTE PARTNERS LLC: 13F holdings
CIK 20447342026Q2
| Positions | 15 |
|---|---|
| Reported value | $41.7m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| HD HOME DEPOT INC | 20,000 | $7.1m | 16.9% |
| ULTA ULTA BEAUTY INC | 15,000 | $6.8m | 16.2% |
| JPM JPMORGAN CHASE & CO | 20,000 | $6.5m | 15.7% |
| DPZ DOMINOS PIZZA INC | 14,286 | $4.2m | 10.1% |
| UBER UBER TECHNOLOGIES INC | 35,714 | $2.6m | 6.2% |
| RH RH | 14,286 | $2.4m | 5.6% |
| WMT WALMART INC | 17,857 | $2.0m | 4.8% |
| MCD MCDONALDS CORP | 7,142 | $1.9m | 4.6% |
| CELH CELSIUS HLDGS INC | 50,000 | $1.5m | 3.5% |
| CHWY CHEWY INC | 71,429 | $1.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044734")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.