BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 19K | $8.42M |
 | ADT | 19K | $163.37K |
 | ATAI | 18K | $97.34K |
 | PGR | 18K | $4.54M |
 | HE | 17K | $191.91K |
 | TMUS | 17K | $4.12M |
 | HLT | 17K | $4.39M |
 | XPO | 17K | $2.18M |
 | PTC | 17K | $3.39M |
 | MPC | 17K | $3.21M |
 | ABT | 16K | $2.19M |
 | APPF | 16K | $4.45M |
 | JNJ | 16K | $2.97M |
 | UNP | 16K | $3.76M |
 | CAG | 16K | $288.26K |
 | ADP | 16K | $4.60M |
 | RITM | 15K | $174.36K |
 | GEN | 15K | $425.36K |
 | KRC | 15K | $630.22K |
 | T | 15K | $418.42K |
Intuitive Surgical, Inc.
ISRG
Shares Held
19K
Value
$8.42M
ADT Inc.
ADT
Shares Held
19K
Value
$163.37K
Atai Beckley N.V
ATAI
Shares Held
18K
Value
$97.34K
The Progressive Corporation
PGR
Shares Held
18K
Value
$4.54M
Hawaiian Electric Industries, Inc.
HE
Shares Held
17K
Value
$191.91K
T-Mobile US, Inc.
TMUS
Shares Held
17K
Value
$4.12M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
17K
Value
$4.39M
XPO Logistics, Inc.
XPO
Shares Held
17K
Value
$2.18M
PTC Inc.
PTC
Shares Held
17K
Value
$3.39M
Marathon Petroleum Corporation
MPC
Shares Held
17K
Value
$3.21M
Abbott Laboratories
ABT
Shares Held
16K
Value
$2.19M
AppFolio, Inc.
APPF
Shares Held
16K
Value
$4.45M
Johnson & Johnson
JNJ
Shares Held
16K
Value
$2.97M
Union Pacific Corporation
UNP
Shares Held
16K
Value
$3.76M
Conagra Brands, Inc.
CAG
Shares Held
16K
Value
$288.26K
Automatic Data Processing, Inc.
ADP
Shares Held
16K
Value
$4.60M
Rithm Capital Corp.
RITM
Shares Held
15K
Value
$174.36K
Gen Digital Inc.
GEN
Shares Held
15K
Value
$425.36K
Kilroy Realty Corporation
KRC
Shares Held
15K
Value
$630.22K
AT&T Inc.
T
Shares Held
15K
Value
$418.42K