Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Hawaiian, Inc. | FHB | 23.17K | $678.85K |
 Host Hotels & Resorts, Inc. | HST | 23.67K | $561.17K |
 Carnival Corporation & plc | CCL | 23.68K | $676.56K |
 Snowflake Inc. | SNOW | 23.83K | $6.07M |
 HP Inc. | HPQ | 23.85K | $523.3K |
 V.F. Corporation | VFC | 24K | $400.32K |
 Intuitive Surgical, Inc. | ISRG | 24.2K | $9.62M |
 Envista Holdings Corp | NVST | 25.78K | $679.28K |
 Vericel Corporation | VCEL | 26.22K | $1.17M |
 Eli Lilly and Company | LLY | 26.53K | $31.82M |
 West Bancorporation, Inc. | WTBA | 26.87K | $712.75K |
 CrowdStrike Holdings, Inc. | CRWD | 26.92K | $20.54M |
 Hilton Worldwide Holdings Inc. | HLT | 27.22K | $8.99M |
 ConocoPhillips | COP | 27.24K | $2.83M |
 AppFolio Inc. | APPF | 27.36K | $4.39M |
 Shell plc | SHEL | 27.75K | $2.15M |
 PagerDuty, Inc. | PD | 29.11K | $280.94K |
 Bill.com Holdings, Inc. | BILL | 29.41K | $1.06M |
 Palo Alto Networks, Inc. | PANW | 29.44K | $10.04M |
 The Kraft Heinz Company | KHC | 29.7K | $701.52K |