Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 NVR, Inc. | NVR | 37 | $252.78K |
 Markel Corporation | MKL | 112 | $219.34K |
 MercadoLibre, Inc. | MELI | 128 | $216.77K |
 AutoZone, Inc. | AZO | 158 | $506.17K |
 ASML Holding N.V. | ASML | 322 | $641.57K |
 W.W. Grainger, Inc. | GWW | 348 | $472.75K |
 Sandisk Corporation | SNDK | 370 | $841.17K |
 Astera Labs, Inc. Common Stock | ALAB | 415 | $200.53K |
 Axon Enterprise, Inc. | AXON | 417 | $234K |
 Equinix, Inc. | EQIX | 430 | $448.25K |
 United Therapeutics Corporation | UTHR | 446 | $241.66K |
 Medpace Holdings, Inc. | MEDP | 471 | $249.44K |
 Lumentum Holdings Inc. | LITE | 507 | $434.87K |
 Chemed Corporation | CHE | 597 | $278.05K |
 Ciena Corporation | CIEN | 641 | $314.45K |
 Vertex Pharmaceuticals Incorporated | VRTX | 653 | $324.33K |
 Corpay, Inc. | CPAY | 678 | $226.1K |
 United Rentals, Inc. | URI | 721 | $816.37K |
 Huntington Ingalls Industries, Inc. | HII | 723 | $202.24K |