BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BIIB | 2K | $223.91K |
 | CRWV | 2K | $216.38K |
 | CMI | 2K | $661.97K |
 | FFIV | 2K | $506.44K |
 | ADSK | 2K | $493.60K |
 | AEM | 2K | $259.25K |
 | LOPE | 2K | $334.55K |
 | KEYS | 2K | $265.62K |
 | GRMN | 2K | $373.04K |
 | AWI | 2K | $296.17K |
 | WAB | 2K | $301.33K |
 | LMT | 1K | $738.77K |
 | ADBE | 1K | $516.42K |
 | XYL | 1K | $215.71K |
 | DASH | 1K | $392.58K |
 | ESS | 1K | $373.65K |
 | AVY | 1K | $218.77K |
 | PSA | 1K | $379.23K |
 | DGX | 1K | $241.08K |
 | SAM | 1K | $257.30K |
Biogen Inc.
BIIB
Shares Held
2K
Value
$223.91K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2K
Value
$216.38K
Cummins Inc.
CMI
Shares Held
2K
Value
$661.97K
F5, Inc.
FFIV
Shares Held
2K
Value
$506.44K
Autodesk, Inc.
ADSK
Shares Held
2K
Value
$493.60K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$259.25K
Grand Canyon Education, Inc.
LOPE
Shares Held
2K
Value
$334.55K
Keysight Technologies, Inc.
KEYS
Shares Held
2K
Value
$265.62K
Garmin Ltd.
GRMN
Shares Held
2K
Value
$373.04K
Armstrong World Industries, Inc.
AWI
Shares Held
2K
Value
$296.17K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
2K
Value
$301.33K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$738.77K
Adobe Inc.
ADBE
Shares Held
1K
Value
$516.42K
Xylem Inc.
XYL
Shares Held
1K
Value
$215.71K
DoorDash, Inc.
DASH
Shares Held
1K
Value
$392.58K
Essex Property Trust, Inc.
ESS
Shares Held
1K
Value
$373.65K
Avery Dennison Corporation
AVY
Shares Held
1K
Value
$218.77K
Public Storage
PSA
Shares Held
1K
Value
$379.23K
Quest Diagnostics Incorporated
DGX
Shares Held
1K
Value
$241.08K
The Boston Beer Company, Inc.
SAM
Shares Held
1K
Value
$257.30K