BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBAC | 1K | $233.26K |
 | THC | 1K | $244.66K |
 | ECL | 1K | $320.75K |
 | VRSN | 1K | $326.71K |
 | MTB | 1K | $230.39K |
 | ITW | 1K | $300.05K |
 | ZBRA | 1K | $341.38K |
 | CW | 1K | $620.04K |
 | WELL | 1K | $200.93K |
 | ULTA | 1K | $589.87K |
 | LECO | 1K | $254.22K |
 | MANH | 1K | $217.48K |
 | FERG | 1K | $237.87K |
 | HUM | 1K | $265.31K |
 | RMD | 1K | $278.56K |
 | VMI | 945 | $366.40K |
 | WWD | 935 | $236.28K |
 | PODD | 908 | $280.39K |
 | WDAY | 901 | $216.90K |
 | STE | 891 | $220.59K |
SBA Communications Corporation
SBAC
Shares Held
1K
Value
$233.26K
Tenet Healthcare Corporation
THC
Shares Held
1K
Value
$244.66K
Ecolab Inc.
ECL
Shares Held
1K
Value
$320.75K
VeriSign, Inc.
VRSN
Shares Held
1K
Value
$326.71K
M&T Bank Corporation
MTB
Shares Held
1K
Value
$230.39K
Illinois Tool Works Inc.
ITW
Shares Held
1K
Value
$300.05K
Zebra Technologies Corporation
ZBRA
Shares Held
1K
Value
$341.38K
Curtiss-Wright Corporation
CW
Shares Held
1K
Value
$620.04K
Welltower Inc.
WELL
Shares Held
1K
Value
$200.93K
Ulta Beauty, Inc.
ULTA
Shares Held
1K
Value
$589.87K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
1K
Value
$254.22K
Manhattan Associates, Inc.
MANH
Shares Held
1K
Value
$217.48K
Ferguson plc
FERG
Shares Held
1K
Value
$237.87K
Humana Inc.
HUM
Shares Held
1K
Value
$265.31K
ResMed Inc.
RMD
Shares Held
1K
Value
$278.56K
Valmont Industries, Inc.
VMI
Shares Held
945
Value
$366.40K
Woodward, Inc.
WWD
Shares Held
935
Value
$236.28K
Insulet Corporation
PODD
Shares Held
908
Value
$280.39K
Workday, Inc.
WDAY
Shares Held
901
Value
$216.90K
STERIS plc
STE
Shares Held
891
Value
$220.59K