BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 12K | $392.05K |
 | ST | 12K | $379.74K |
 | BP | 12K | $427.93K |
 | XRAY | 12K | $156.38K |
 | BURL | 12K | $3.13M |
 | G | 12K | $514.66K |
 | HCA | 12K | $5.19M |
 | TSN | 12K | $657.92K |
 | QTWO | 12K | $875.63K |
 | BA | 12K | $2.58M |
 | CCL | 12K | $337.01K |
 | PG | 12K | $1.78M |
 | CDNS | 11K | $4.04M |
 | MTG | 11K | $324.83K |
 | RTX | 11K | $1.88M |
 | BRK-B | 11K | $5.62M |
 | CAVA | 11K | $675.20K |
 | BRO | 11K | $1.04M |
 | DE | 11K | $5.07M |
 | HTGC | 11K | $208.29K |
Comcast Corporation
CMCSA
Shares Held
12K
Value
$392.05K
Sensata Technologies Holding plc
ST
Shares Held
12K
Value
$379.74K
BP p.l.c.
BP
Shares Held
12K
Value
$427.93K
DENTSPLY SIRONA Inc.
XRAY
Shares Held
12K
Value
$156.38K
Burlington Stores, Inc.
BURL
Shares Held
12K
Value
$3.13M
Genpact Limited
G
Shares Held
12K
Value
$514.66K
HCA Healthcare, Inc.
HCA
Shares Held
12K
Value
$5.19M
Tyson Foods, Inc.
TSN
Shares Held
12K
Value
$657.92K
Q2 Holdings, Inc.
QTWO
Shares Held
12K
Value
$875.63K
The Boeing Company
BA
Shares Held
12K
Value
$2.58M
Carnival Corporation & plc
CCL
Shares Held
12K
Value
$337.01K
The Procter & Gamble Company
PG
Shares Held
12K
Value
$1.78M
Cadence Design Systems, Inc.
CDNS
Shares Held
11K
Value
$4.04M
MGIC Investment Corporation
MTG
Shares Held
11K
Value
$324.83K
RTX Corporation
RTX
Shares Held
11K
Value
$1.88M
Berkshire Hathaway Inc.
BRK-B
Shares Held
11K
Value
$5.62M
CAVA Group, Inc.
CAVA
Shares Held
11K
Value
$675.20K
Brown & Brown, Inc.
BRO
Shares Held
11K
Value
$1.04M
Deere & Company
DE
Shares Held
11K
Value
$5.07M
Hercules Capital, Inc.
HTGC
Shares Held
11K
Value
$208.29K