Baypointe Partners
Latest statistics and disclosures from Baypointe Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KMB, JPM, RH, HD, CELH, and represent 49.26% of Baypointe Partners's stock portfolio.
- Added to shares of these 10 stocks: KMB (+$9.6M), JPM (+$7.4M), CELH (+$5.3M), LOW, CL, RH, CHWY, UBER, MTH, WHR.
- Started 9 new stock positions in JPM, MTH, CELH, CHWY, CL, UBER, KMB, LOW, VIK.
- Reduced shares in these 4 stocks: , HSY, HD, LEN.
- Sold out of its positions in COST, HSY, LEN.
- Baypointe Partners was a net buyer of stock by $28M.
- Baypointe Partners has $73M in assets under management (AUM), dropping by 53.11%.
- Central Index Key (CIK): 0002044734
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Portfolio Holdings for Baypointe Partners
Baypointe Partners holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kimberly-Clark Corporation (KMB) | 13.2 | $9.6M | NEW | 100k | 96.47 |
|
| JPMorgan Chase & Co. (JPM) | 10.1 | $7.4M | NEW | 25k | 294.16 |
|
| Rh (RH) | 9.6 | $7.0M | +89% | 50k | 139.82 |
|
| Home Depot (HD) | 9.0 | $6.6M | -24% | 20k | 328.89 |
|
| Celsius Hldgs Com New (CELH) | 7.3 | $5.3M | NEW | 150k | 35.48 |
|
| Lowe's Companies (LOW) | 6.5 | $4.7M | NEW | 20k | 236.28 |
|
| Colgate-Palmolive Company (CL) | 5.8 | $4.3M | NEW | 50k | 85.23 |
|
| Ferrari Nv Ord (RACE) | 4.6 | $3.4M | +13% | 10k | 338.45 |
|
| AutoNation (AN) | 4.0 | $2.9M | +70% | 15k | 195.26 |
|
| D.R. Horton (DHI) | 3.8 | $2.7M | +13% | 20k | 137.22 |
|
| Toll Brothers (TOL) | 3.7 | $2.7M | +13% | 20k | 136.47 |
|
| Whirlpool Corporation (WHR) | 3.7 | $2.7M | +184% | 50k | 53.92 |
|
| Chewy Cl A (CHWY) | 3.1 | $2.3M | NEW | 84k | 27.00 |
|
| Uber Technologies (UBER) | 2.8 | $2.0M | NEW | 28k | 71.93 |
|
| Domino's Pizza (DPZ) | 2.8 | $2.0M | +27% | 5.6k | 358.79 |
|
| Meritage Homes Corporation (MTH) | 2.5 | $1.9M | NEW | 30k | 61.84 |
|
| McDonald's Corporation (MCD) | 2.4 | $1.7M | +27% | 5.6k | 310.79 |
|
| Nike CL B (NKE) | 2.0 | $1.5M | +27% | 28k | 52.82 |
|
| Viking Holdings Ord Shs (VIK) | 1.7 | $1.2M | NEW | 17k | 73.48 |
|
| Tractor Supply Company (TSCO) | 1.2 | $906k | +13% | 20k | 45.30 |
|
Past Filings by Baypointe Partners
SEC 13F filings are viewable for Baypointe Partners going back to 2025
- Baypointe Partners 2026 Q1 filed April 30, 2026
- Baypointe Partners 2025 Q4 filed Feb. 2, 2026