BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 61K | $17.31M |
 | AVGO | 61K | $20.18M |
 | MAIN | 59K | $3.73M |
 | DVN | 59K | $2.05M |
 | FANG | 54K | $7.74M |
 | TTAN | 53K | $5.33M |
 | CAT | 53K | $25.15M |
 | PH | 48K | $36.67M |
 | ETN | 48K | $17.84M |
 | COP | 46K | $4.39M |
 | UGI | 46K | $1.54M |
 | CRDL | 45K | $49.04K |
 | NUE | 45K | $6.07M |
 | APLD | 44K | $1.02M |
 | LIN | 42K | $19.73M |
 | SHEL | 41K | $2.93M |
 | BITF | 41K | $114.21K |
 | META | 40K | $29.51M |
 | COIN | 40K | $13.50M |
 | ZM | 39K | $3.23M |
International Business Machines Corporation
IBM
Shares Held
61K
Value
$17.31M
Broadcom Inc.
AVGO
Shares Held
61K
Value
$20.18M
Main Street Capital Corporation
MAIN
Shares Held
59K
Value
$3.73M
Devon Energy Corporation
DVN
Shares Held
59K
Value
$2.05M
Diamondback Energy, Inc.
FANG
Shares Held
54K
Value
$7.74M
ServiceTitan, Inc.
TTAN
Shares Held
53K
Value
$5.33M
Caterpillar Inc.
CAT
Shares Held
53K
Value
$25.15M
Parker-Hannifin Corporation
PH
Shares Held
48K
Value
$36.67M
Eaton Corporation plc
ETN
Shares Held
48K
Value
$17.84M
ConocoPhillips
COP
Shares Held
46K
Value
$4.39M
UGI Corporation
UGI
Shares Held
46K
Value
$1.54M
Cardiol Therapeutics Inc.
CRDL
Shares Held
45K
Value
$49.04K
Nucor Corporation
NUE
Shares Held
45K
Value
$6.07M
Applied Digital Corporation
APLD
Shares Held
44K
Value
$1.02M
Linde plc
LIN
Shares Held
42K
Value
$19.73M
Shell plc
SHEL
Shares Held
41K
Value
$2.93M
Bitfarms Ltd.
BITF
Shares Held
41K
Value
$114.21K
Meta Platforms, Inc.
META
Shares Held
40K
Value
$29.51M
Coinbase Global, Inc.
COIN
Shares Held
40K
Value
$13.50M
Zoom Communications, Inc.
ZM
Shares Held
39K
Value
$3.23M