BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETSY | 7K | $435.39K |
 | HUBS | 7K | $3.05M |
 | SHW | 6K | $2.24M |
 | MDLZ | 6K | $404.77K |
 | PHM | 6K | $847.01K |
 | GM | 6K | $381.80K |
 | CSX | 6K | $221.72K |
 | DD | 6K | $483.02K |
 | UNH | 6K | $2.14M |
 | CCK | 6K | $596.79K |
 | KLAC | 6K | $6.65M |
 | ALSN | 6K | $519.45K |
 | TECH | 6K | $339.38K |
 | CFG | 6K | $319.67K |
 | DELL | 6K | $849.21K |
 | SYY | 6K | $492.08K |
 | CVS | 6K | $446.59K |
 | CME | 6K | $1.57M |
 | CL | 6K | $464.86K |
 | DT | 6K | $276.89K |
Etsy, Inc.
ETSY
Shares Held
7K
Value
$435.39K
HubSpot, Inc.
HUBS
Shares Held
7K
Value
$3.05M
The Sherwin-Williams Company
SHW
Shares Held
6K
Value
$2.24M
Mondelez International, Inc.
MDLZ
Shares Held
6K
Value
$404.77K
PulteGroup, Inc.
PHM
Shares Held
6K
Value
$847.01K
General Motors Company
GM
Shares Held
6K
Value
$381.80K
CSX Corporation
CSX
Shares Held
6K
Value
$221.72K
DuPont de Nemours, Inc.
DD
Shares Held
6K
Value
$483.02K
UnitedHealth Group Incorporated
UNH
Shares Held
6K
Value
$2.14M
Crown Holdings, Inc.
CCK
Shares Held
6K
Value
$596.79K
KLA Corporation
KLAC
Shares Held
6K
Value
$6.65M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
6K
Value
$519.45K
Bio-Techne Corporation
TECH
Shares Held
6K
Value
$339.38K
Citizens Financial Group, Inc.
CFG
Shares Held
6K
Value
$319.67K
Dell Technologies Inc.
DELL
Shares Held
6K
Value
$849.21K
Sysco Corporation
SYY
Shares Held
6K
Value
$492.08K
CVS Health Corporation
CVS
Shares Held
6K
Value
$446.59K
CME Group Inc.
CME
Shares Held
6K
Value
$1.57M
Colgate-Palmolive Company
CL
Shares Held
6K
Value
$464.86K
Dynatrace, Inc.
DT
Shares Held
6K
Value
$276.89K