BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.25M | $218.12M |
 | EOSE | 1.00M | $4.98M |
 | AAPL | 930K | $236.14M |
 | SSD | 915K | $156.98M |
 | NIO | 545K | $3.28M |
 | UBS | 510K | $19.91M |
 | SLB | 436K | $22.42M |
 | FCX | 385K | $22.61M |
 | MSFT | 347K | $128.61M |
 | AMZN | 337K | $70.25M |
 | BG | 317K | $40.28M |
 | VNET | 288K | $2.41M |
 | HOOD | 280K | $19.43M |
 | MRVL | 246K | $24.41M |
 | CPNG | 245K | $4.62M |
 | GOOGL | 243K | $69.98M |
 | XOM | 221K | $37.46M |
 | UBER | 213K | $15.35M |
 | JPM | 212K | $62.40M |
 | NFLX | 206K | $19.77M |
NVIDIA Corporation
NVDA
Shares Held
1.25M
Value
$218.12M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
1.00M
Value
$4.98M
Apple Inc.
AAPL
Shares Held
930K
Value
$236.14M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
915K
Value
$156.98M
NIO Inc.
NIO
Shares Held
545K
Value
$3.28M
UBS Group AG
UBS
Shares Held
510K
Value
$19.91M
SLB N.V.
SLB
Shares Held
436K
Value
$22.42M
Freeport-McMoRan Inc.
FCX
Shares Held
385K
Value
$22.61M
Microsoft Corporation
MSFT
Shares Held
347K
Value
$128.61M
Amazon.com, Inc.
AMZN
Shares Held
337K
Value
$70.25M
Bunge Global S.A.
BG
Shares Held
317K
Value
$40.28M
VNET Group, Inc.
VNET
Shares Held
288K
Value
$2.41M
Robinhood Markets, Inc.
HOOD
Shares Held
280K
Value
$19.43M
Marvell Technology, Inc.
MRVL
Shares Held
246K
Value
$24.41M
Coupang, Inc.
CPNG
Shares Held
245K
Value
$4.62M
Alphabet Inc.
GOOGL
Shares Held
243K
Value
$69.98M
Exxon Mobil Corporation
XOM
Shares Held
221K
Value
$37.46M
Uber Technologies, Inc.
UBER
Shares Held
213K
Value
$15.35M
JPMorgan Chase & Co.
JPM
Shares Held
212K
Value
$62.40M
Netflix, Inc.
NFLX
Shares Held
206K
Value
$19.77M