BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.23M | $229.48M |
 | EOSE | 1.01M | $11.54M |
 | SSD | 941K | $151.96M |
 | AAPL | 877K | $238.55M |
 | NIO | 553K | $2.82M |
 | UBS | 503K | $23.31M |
 | SLB | 434K | $16.67M |
 | FCX | 392K | $19.92M |
 | AMZN | 318K | $73.45M |
 | BG | 314K | $28.00M |
 | MSFT | 295K | $142.60M |
 | HOOD | 282K | $31.87M |
 | UBER | 250K | $20.44M |
 | MRVL | 241K | $20.47M |
 | GOOGL | 240K | $75.22M |
 | VNET | 224K | $1.90M |
 | GLW | 212K | $18.55M |
 | JPM | 206K | $66.22M |
 | NFLX | 198K | $18.54M |
 | XOM | 198K | $23.77M |
NVIDIA Corporation
NVDA
Shares Held
1.23M
Value
$229.48M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
1.01M
Value
$11.54M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
941K
Value
$151.96M
Apple Inc.
AAPL
Shares Held
877K
Value
$238.55M
NIO Inc.
NIO
Shares Held
553K
Value
$2.82M
UBS Group AG
UBS
Shares Held
503K
Value
$23.31M
SLB N.V.
SLB
Shares Held
434K
Value
$16.67M
Freeport-McMoRan Inc.
FCX
Shares Held
392K
Value
$19.92M
Amazon.com, Inc.
AMZN
Shares Held
318K
Value
$73.45M
Bunge Global S.A.
BG
Shares Held
314K
Value
$28.00M
Microsoft Corporation
MSFT
Shares Held
295K
Value
$142.60M
Robinhood Markets, Inc.
HOOD
Shares Held
282K
Value
$31.87M
Uber Technologies, Inc.
UBER
Shares Held
250K
Value
$20.44M
Marvell Technology, Inc.
MRVL
Shares Held
241K
Value
$20.47M
Alphabet Inc.
GOOGL
Shares Held
240K
Value
$75.22M
VNET Group, Inc.
VNET
Shares Held
224K
Value
$1.90M
Corning Incorporated
GLW
Shares Held
212K
Value
$18.55M
JPMorgan Chase & Co.
JPM
Shares Held
206K
Value
$66.22M
Netflix, Inc.
NFLX
Shares Held
198K
Value
$18.54M
Exxon Mobil Corporation
XOM
Shares Held
198K
Value
$23.77M