BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCK | 854 | $660.00K |
 | REGN | 848 | $476.55K |
 | SAP | 829 | $221.44K |
 | ZS | 813 | $243.59K |
 | CRWD | 810 | $397.35K |
 | IDXX | 708 | $452.16K |
 | SNA | 706 | $244.65K |
 | URI | 689 | $657.39K |
 | LHX | 686 | $209.38K |
 | AYI | 677 | $233.15K |
 | SNPS | 669 | $330.32K |
 | MDB | 665 | $206.31K |
 | CEG | 647 | $212.98K |
 | EVR | 646 | $217.91K |
 | TT | 643 | $271.40K |
 | MSTR | 626 | $201.57K |
 | BLK | 622 | $725.34K |
 | MPWR | 593 | $545.96K |
 | NOC | 500 | $304.79K |
 | AXON | 410 | $294.14K |
McKesson Corporation
MCK
Shares Held
854
Value
$660.00K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
848
Value
$476.55K
SAP SE
SAP
Shares Held
829
Value
$221.44K
Zscaler, Inc.
ZS
Shares Held
813
Value
$243.59K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
810
Value
$397.35K
IDEXX Laboratories, Inc.
IDXX
Shares Held
708
Value
$452.16K
Snap-on Incorporated
SNA
Shares Held
706
Value
$244.65K
United Rentals, Inc.
URI
Shares Held
689
Value
$657.39K
L3Harris Technologies, Inc.
LHX
Shares Held
686
Value
$209.38K
Acuity Brands, Inc.
AYI
Shares Held
677
Value
$233.15K
Synopsys, Inc.
SNPS
Shares Held
669
Value
$330.32K
MongoDB, Inc.
MDB
Shares Held
665
Value
$206.31K
Constellation Energy Corporation
CEG
Shares Held
647
Value
$212.98K
Evercore Inc.
EVR
Shares Held
646
Value
$217.91K
Trane Technologies plc
TT
Shares Held
643
Value
$271.40K
MicroStrategy Incorporated
MSTR
Shares Held
626
Value
$201.57K
BlackRock, Inc.
BLK
Shares Held
622
Value
$725.34K
Monolithic Power Systems, Inc.
MPWR
Shares Held
593
Value
$545.96K
Northrop Grumman Corporation
NOC
Shares Held
500
Value
$304.79K
Axon Enterprise, Inc.
AXON
Shares Held
410
Value
$294.14K