Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 1.28M | $256.9M |
 Eos Energy Enterprises, Inc. | EOSE | 1.08M | $6.33M |
 Apple Inc. | AAPL | 953.73K | $275.97M |
 Simpson Manufacturing Co., Inc. | SSD | 914.51K | $191.45M |
 NIO Inc. | NIO | 543.2K | $2.75M |
 UBS Group AG | UBS | 524.27K | $25.98M |
 Slb N.V. | SLB | 447.12K | $20.79M |
 Freeport-McMoRan Inc. | FCX | 407.86K | $25.65M |
 Microsoft Corporation | MSFT | 376.43K | $140.42M |
 Amazon.com, Inc. | AMZN | 340.5K | $81.15M |
 Bunge Global S.A. | BG | 329.28K | $35.14M |
 SailPoint, Inc. | SAIL | 307.1K | $4.5M |
 Robinhood Markets, Inc. | HOOD | 289.71K | $29.05M |
 Alphabet Inc. | GOOGL | 258.05K | $92.22M |
 SentinelOne, Inc. | S | 246.91K | $4.19M |
 Exxon Mobil Corporation | XOM | 233.56K | $31.93M |
 Netflix, Inc. | NFLX | 225.86K | $16.13M |
 JPMorgan Chase & Co. | JPM | 221.74K | $72.58M |
 Uber Technologies, Inc. | UBER | 219.69K | $15.85M |
 Marvell Technology, Inc. | MRVL | 205.26K | $61.14M |