Baypointe Partners
Latest statistics and disclosures from Baypointe Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HD, ULTA, JPM, DPZ, UBER, and represent 65.13% of Baypointe Partners's stock portfolio.
- Added to shares of these 7 stocks: ULTA (+$6.8M), DPZ, WMT, PEP, UBER, MCD, TSCO.
- Started 3 new stock positions in WMT, ULTA, PEP.
- Reduced shares in these 10 stocks: KMB (-$9.9M), RH (-$5.9M), LOW, CL, RACE, CELH, , TOL, WHR, .
- Sold out of its positions in DHI, LOW, MTH, NKE, TOL, WHR, VIK, RACE.
- Baypointe Partners was a net seller of stock by $-33M.
- Baypointe Partners has $42M in assets under management (AUM), dropping by -42.75%.
- Central Index Key (CIK): 0002044734
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Portfolio Holdings for Baypointe Partners
Baypointe Partners holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Home Depot (HD) | 16.9 | $7.1M | 20k | 352.68 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 16.2 | $6.8M | NEW | 15k | 450.98 |
|
| JPMorgan Chase & Co. (JPM) | 15.7 | $6.5M | -20% | 20k | 327.33 |
|
| Domino's Pizza (DPZ) | 10.1 | $4.2M | +155% | 14k | 296.04 |
|
| Uber Technologies (UBER) | 6.2 | $2.6M | +27% | 36k | 72.16 |
|
| Rh (RH) | 5.6 | $2.4M | -71% | 14k | 164.73 |
|
| Wal-Mart Stores (WMT) | 4.8 | $2.0M | NEW | 18k | 113.26 |
|
| McDonald's Corporation (MCD) | 4.6 | $1.9M | +27% | 7.1k | 270.31 |
|
| Celsius Hldgs Com New (CELH) | 3.5 | $1.5M | -66% | 50k | 29.28 |
|
| Chewy Cl A (CHWY) | 3.4 | $1.4M | -14% | 71k | 19.65 |
|
| Pepsi (PEP) | 3.2 | $1.4M | NEW | 10k | 135.40 |
|
| AutoNation (AN) | 3.2 | $1.3M | -52% | 7.1k | 185.79 |
|
| Kimberly-Clark Corporation (KMB) | 2.6 | $1.1M | -90% | 10k | 109.77 |
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| Colgate-Palmolive Company (CL) | 2.2 | $917k | -80% | 10k | 91.68 |
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| Tractor Supply Company (TSCO) | 1.6 | $677k | +7% | 21k | 31.61 |
|
Past Filings by Baypointe Partners
SEC 13F filings are viewable for Baypointe Partners going back to 2025
- Baypointe Partners 2026 Q2 filed July 30, 2026
- Baypointe Partners 2026 Q1 filed April 30, 2026
- Baypointe Partners 2025 Q4 filed Feb. 2, 2026