BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.18M | $220.12M |
 | SSD | 1.09M | $182.69M |
 | AAPL | 814K | $207.36M |
 | NIO | 559K | $4.26M |
 | SLB | 508K | $17.46M |
 | UBS | 499K | $20.45M |
 | FCX | 385K | $15.10M |
 | BG | 340K | $27.62M |
 | AMZN | 316K | $69.44M |
 | MSFT | 290K | $150.01M |
 | HOOD | 282K | $40.33M |
 | UBER | 246K | $24.13M |
 | GLW | 236K | $19.37M |
 | MRVL | 234K | $19.69M |
 | GOOGL | 231K | $56.24M |
 | JPM | 206K | $64.93M |
 | EA | 201K | $40.60M |
 | CPNG | 201K | $6.47M |
 | LRCX | 200K | $26.76M |
 | JCI | 191K | $20.99M |
NVIDIA Corporation
NVDA
Shares Held
1.18M
Value
$220.12M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
1.09M
Value
$182.69M
Apple Inc.
AAPL
Shares Held
814K
Value
$207.36M
NIO Inc.
NIO
Shares Held
559K
Value
$4.26M
SLB N.V.
SLB
Shares Held
508K
Value
$17.46M
UBS Group AG
UBS
Shares Held
499K
Value
$20.45M
Freeport-McMoRan Inc.
FCX
Shares Held
385K
Value
$15.10M
Bunge Global S.A.
BG
Shares Held
340K
Value
$27.62M
Amazon.com, Inc.
AMZN
Shares Held
316K
Value
$69.44M
Microsoft Corporation
MSFT
Shares Held
290K
Value
$150.01M
Robinhood Markets, Inc.
HOOD
Shares Held
282K
Value
$40.33M
Uber Technologies, Inc.
UBER
Shares Held
246K
Value
$24.13M
Corning Incorporated
GLW
Shares Held
236K
Value
$19.37M
Marvell Technology, Inc.
MRVL
Shares Held
234K
Value
$19.69M
Alphabet Inc.
GOOGL
Shares Held
231K
Value
$56.24M
JPMorgan Chase & Co.
JPM
Shares Held
206K
Value
$64.93M
Electronic Arts Inc.
EA
Shares Held
201K
Value
$40.60M
Coupang, Inc.
CPNG
Shares Held
201K
Value
$6.47M
Lam Research Corporation
LRCX
Shares Held
200K
Value
$26.76M
Johnson Controls International plc
JCI
Shares Held
191K
Value
$20.99M