Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jefferies Financial Group Inc. | JEF | 10.63K | $531.44K |
 Snap Inc. | SNAP | 10.67K | $47.37K |
 Ally Financial Inc. | ALLY | 10.74K | $493.59K |
 MGIC Investment Corporation | MTG | 10.87K | $306.59K |
 Dow Inc. | DOW | 11.05K | $302.46K |
 General Motors Company | GM | 11.24K | $866.49K |
 Deere & Company | DE | 11.28K | $7.15M |
 Blue Owl Capital Inc. | OWL | 11.34K | $99.19K |
 Ford Motor Company | F | 11.46K | $159.32K |
 Palantir Technologies Inc. | PLTR | 11.65K | $1.36M |
 RTX Corporation | RTX | 11.68K | $2.22M |
 Gates Industrial Corporation plc | GTES | 11.71K | $327.47K |
 Wayfair Inc. | W | 11.74K | $1.09M |
 Certara, Inc. | CERT | 11.82K | $77.39K |
 Rithm Capital Corp. | RITM | 11.89K | $111.67K |
 Hercules Capital, Inc. | HTGC | 11.9K | $187.59K |
 Sotera Health Company | SHC | 11.94K | $211.88K |
 The Williams Companies, Inc. | WMB | 12.06K | $896.39K |
 Consolidated Edison, Inc. | ED | 12.08K | $1.34M |
 Cerebras Systems Inc. | CBRS | 12.14K | $2.68M |