BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 190K | $21.43M |
 | VNET | 187K | $1.93M |
 | FLEX | 180K | $10.45M |
 | SHOP | 176K | $26.09M |
 | PTON | 172K | $1.54M |
 | ORCL | 162K | $45.63M |
 | BXMT | 159K | $2.93M |
 | ARCC | 154K | $3.15M |
 | ENPH | 134K | $4.73M |
 | AMD | 133K | $21.50M |
 | SNAP | 131K | $1.01M |
 | AMAT | 127K | $25.92M |
 | APH | 124K | $15.36M |
 | TNL | 118K | $7.04M |
 | SCHW | 116K | $11.10M |
 | SOFI | 115K | $3.05M |
 | BABA | 110K | $19.70M |
 | ABBV | 110K | $25.40M |
 | NEE | 108K | $8.17M |
 | JD | 104K | $3.63M |
Exxon Mobil Corporation
XOM
Shares Held
190K
Value
$21.43M
VNET Group, Inc.
VNET
Shares Held
187K
Value
$1.93M
Flex Ltd.
FLEX
Shares Held
180K
Value
$10.45M
Shopify Inc.
SHOP
Shares Held
176K
Value
$26.09M
Peloton Interactive, Inc.
PTON
Shares Held
172K
Value
$1.54M
Oracle Corporation
ORCL
Shares Held
162K
Value
$45.63M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
159K
Value
$2.93M
Ares Capital Corporation
ARCC
Shares Held
154K
Value
$3.15M
Enphase Energy, Inc.
ENPH
Shares Held
134K
Value
$4.73M
Advanced Micro Devices, Inc.
AMD
Shares Held
133K
Value
$21.50M
Snap Inc.
SNAP
Shares Held
131K
Value
$1.01M
Applied Materials, Inc.
AMAT
Shares Held
127K
Value
$25.92M
Amphenol Corporation
APH
Shares Held
124K
Value
$15.36M
Travel + Leisure Co.
TNL
Shares Held
118K
Value
$7.04M
The Charles Schwab Corporation
SCHW
Shares Held
116K
Value
$11.10M
SoFi Technologies, Inc.
SOFI
Shares Held
115K
Value
$3.05M
Alibaba Group Holding Limited
BABA
Shares Held
110K
Value
$19.70M
AbbVie Inc.
ABBV
Shares Held
110K
Value
$25.40M
NextEra Energy, Inc.
NEE
Shares Held
108K
Value
$8.17M
JD.com, Inc.
JD
Shares Held
104K
Value
$3.63M