BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QCOM | 102K | $16.92M |
 | CTAS | 101K | $20.75M |
 | GE | 93K | $28.03M |
 | AMPL | 93K | $992.42K |
 | NDAQ | 88K | $7.76M |
 | APP | 83K | $59.98M |
 | TSLA | 83K | $37.05M |
 | INTC | 81K | $2.70M |
 | SOUN | 80K | $1.29M |
 | EOG | 80K | $8.95M |
 | AFL | 78K | $8.74M |
 | BAC | 78K | $4.01M |
 | TXN | 74K | $13.55M |
 | MMC | 70K | $14.19M |
 | CRM | 65K | $15.50M |
 | GOOG | 64K | $15.68M |
 | VRT | 64K | $9.61M |
 | DHI | 64K | $10.79M |
 | SRPT | 62K | $1.20M |
 | TRMB | 61K | $5.01M |
QUALCOMM Incorporated
QCOM
Shares Held
102K
Value
$16.92M
Cintas Corporation
CTAS
Shares Held
101K
Value
$20.75M
GE Aerospace
GE
Shares Held
93K
Value
$28.03M
Amplitude, Inc.
AMPL
Shares Held
93K
Value
$992.42K
Nasdaq, Inc.
NDAQ
Shares Held
88K
Value
$7.76M
AppLovin Corporation
APP
Shares Held
83K
Value
$59.98M
Tesla, Inc.
TSLA
Shares Held
83K
Value
$37.05M
Intel Corporation
INTC
Shares Held
81K
Value
$2.70M
SoundHound AI, Inc.
SOUN
Shares Held
80K
Value
$1.29M
EOG Resources, Inc.
EOG
Shares Held
80K
Value
$8.95M
Aflac Incorporated
AFL
Shares Held
78K
Value
$8.74M
Bank of America Corporation
BAC
Shares Held
78K
Value
$4.01M
Texas Instruments Incorporated
TXN
Shares Held
74K
Value
$13.55M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
70K
Value
$14.19M
Salesforce, Inc.
CRM
Shares Held
65K
Value
$15.50M
Alphabet Inc.
GOOG
Shares Held
64K
Value
$15.68M
Vertiv Holdings Co
VRT
Shares Held
64K
Value
$9.61M
D.R. Horton, Inc.
DHI
Shares Held
64K
Value
$10.79M
Sarepta Therapeutics, Inc.
SRPT
Shares Held
62K
Value
$1.20M
Trimble Inc.
TRMB
Shares Held
61K
Value
$5.01M