Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brinker International, Inc. | EAT | 6.67K | $1.12M |
 Allison Transmission Holdings, Inc. | ALSN | 6.71K | $756.12K |
 Aramark | ARMK | 6.75K | $383.96K |
 OneMain Holdings, Inc. | OMF | 6.76K | $412.34K |
 SS&C Technologies Holdings, Inc. | SSNC | 6.88K | $426.84K |
 Fortinet, Inc. | FTNT | 6.89K | $1.06M |
 Alexandria Real Estate Equities, Inc. | ARE | 6.9K | $364.76K |
 The Scotts Miracle-Gro Company | SMG | 6.95K | $473.3K |
 Edwards Lifesciences Corporation | EW | 6.95K | $628.63K |
 Starbucks Corporation | SBUX | 6.96K | $711.35K |
 Royalty Pharma plc | RPRX | 6.99K | $392.01K |
 Public Service Enterprise Group Incorporated | PEG | 7K | $568.03K |
 Nutanix, Inc. | NTNX | 7.07K | $360.34K |
 Brown & Brown, Inc. | BRO | 7.07K | $453.67K |
 Boyd Gaming Corporation | BYD | 7.1K | $626.79K |
 Elastic N.V. | ESTC | 7.1K | $404.67K |
 Atlassian Corporation | TEAM | 7.12K | $553.55K |
 Morgan Stanley | MS | 7.15K | $1.5M |
 International Flavors & Fragrances Inc. | IFF | 7.16K | $567.07K |
 Dell Technologies Inc. | DELL | 7.21K | $3.11M |