Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 3.35K | $1.33M |
 VeriSign, Inc. | VRSN | 3.36K | $846.1K |
 Teradyne, Inc. | TER | 3.38K | $1.63M |
 Loews Corporation | L | 3.38K | $382.76K |
 MetLife, Inc. | MET | 3.4K | $287.28K |
 The Middleby Corporation | MIDD | 3.4K | $583.97K |
 Hasbro, Inc. | HAS | 3.41K | $281.88K |
 Columbia Sportswear Company | COLM | 3.44K | $212.78K |
 ITT Inc. | ITT | 3.46K | $683.26K |
 GE Vernova Inc. | GEV | 3.48K | $4.08M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 3.49K | $347.73K |
 Iron Mountain Incorporated | IRM | 3.51K | $443.74K |
 Neurocrine Biosciences, Inc. | NBIX | 3.53K | $594.93K |
 Monolithic Power Systems, Inc. | MPWR | 3.54K | $4.89M |
 Western Digital Corporation | WDC | 3.54K | $2.26M |
 Expedia Group, Inc. | EXPE | 3.58K | $916.66K |
 Commerce Bancshares, Inc. | CBSH | 3.6K | $207.61K |
 Microchip Technology Incorporated | MCHP | 3.62K | $329.98K |
 S&P Global Inc. | SPGI | 3.63K | $1.48M |
 Essex Property Trust, Inc. | ESS | 3.67K | $1.07M |