Baypointe Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$72.9M
Q ending 2026-03-31
Prior quarter
$47.6M
Q ending 2025-12-31
Change
+53.1% QoQ · -39.4% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kimberly-Clark Corp | KMB | Shares | $9.6M | 100K |
| Jpmorgan Chase & Co | JPM | Shares | $7.4M | 25K |
| Rh | RH | Shares | $7.0M | 50K |
| Home Depot Inc | HD | Shares | $6.6M | 20K |
| Celsius Hldgs Inc | CELH | Shares | $5.3M | 150K |
| Lowes Cos Inc | LOW | Shares | $4.7M | 20K |
| Colgate Palmolive Co | CL | Shares | $4.3M | 50K |
| Ferrari N V | Shares | $3.4M | 10K | |
| Autonation Inc | AN | Shares | $2.9M | 15K |
| D R Horton Inc | DHI | Shares | $2.7M | 20K |
| Toll Brothers Inc | TOL | Shares | $2.7M | 20K |
| Whirlpool Corp | WHR | Shares | $2.7M | 50K |
| Chewy Inc | CHWY | Shares | $2.3M | 84K |
| Uber Technologies Inc | UBER | Shares | $2.0M | 28K |
| Dominos Pizza Inc | DPZ | Shares | $2.0M | 6K |
| Meritage Homes Corp | MTH | Shares | $1.9M | 30K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 6K |
| Nike Inc | NKE | Shares | $1.5M | 28K |
| Viking Holdings Ltd | Shares | $1.2M | 17K | |
| Tractor Supply Co | TSCO | Shares | $906K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.