BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMGN | 15K | $4.14M |
 | TRV | 15K | $4.07M |
 | PCG | 14K | $218.49K |
 | OHI | 14K | $609.78K |
 | GTES | 14K | $358.33K |
 | TTEK | 14K | $473.26K |
 | DBX | 14K | $428.23K |
 | MRK | 14K | $1.19M |
 | VZ | 14K | $617.19K |
 | HIW | 14K | $437.33K |
 | AFRM | 14K | $1.00M |
 | BX | 14K | $2.34M |
 | PYPL | 14K | $907.80K |
 | NNN | 13K | $562.77K |
 | PCVX | 13K | $473.41K |
 | COST | 13K | $12.11M |
 | RHI | 13K | $442.05K |
 | PLTR | 13K | $2.35M |
 | YETI | 13K | $427.39K |
 | IBTA | 13K | $355.09K |
Amgen Inc.
AMGN
Shares Held
15K
Value
$4.14M
The Travelers Companies, Inc.
TRV
Shares Held
15K
Value
$4.07M
Pacific Gas & Electric Co.
PCG
Shares Held
14K
Value
$218.49K
Omega Healthcare Investors, Inc.
OHI
Shares Held
14K
Value
$609.78K
Gates Industrial Corporation plc
GTES
Shares Held
14K
Value
$358.33K
Tetra Tech, Inc.
TTEK
Shares Held
14K
Value
$473.26K
Dropbox, Inc.
DBX
Shares Held
14K
Value
$428.23K
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.19M
Verizon Communications Inc.
VZ
Shares Held
14K
Value
$617.19K
Highwoods Properties, Inc.
HIW
Shares Held
14K
Value
$437.33K
Affirm Holdings, Inc.
AFRM
Shares Held
14K
Value
$1.00M
Blackstone Inc.
BX
Shares Held
14K
Value
$2.34M
PayPal Holdings, Inc.
PYPL
Shares Held
14K
Value
$907.80K
NNN REIT, Inc.
NNN
Shares Held
13K
Value
$562.77K
Vaxcyte, Inc.
PCVX
Shares Held
13K
Value
$473.41K
Costco Wholesale Corporation
COST
Shares Held
13K
Value
$12.11M
Robert Half International Inc.
RHI
Shares Held
13K
Value
$442.05K
Palantir Technologies Inc.
PLTR
Shares Held
13K
Value
$2.35M
YETI Holdings, Inc.
YETI
Shares Held
13K
Value
$427.39K
Ibotta, Inc.
IBTA
Shares Held
13K
Value
$355.09K