Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Samsara Inc. | IOT | 100.25K | $3.25M |
 GE Aerospace | GE | 101.53K | $37.95M |
 Cintas Corporation | CTAS | 102.14K | $17.37M |
 KLA Corporation | KLAC | 102.97K | $31.07M |
 ProShares UltraPro QQQ | TQQQ | 103.23K | $8.36M |
 QUALCOMM Incorporated | QCOM | 106.16K | $19.62M |
 Nasdaq, Inc. | NDAQ | 106.91K | $8.43M |
 Trimble Inc. | TRMB | 109.32K | $5.59M |
 Amphenol Corporation | APH | 112.13K | $19.77M |
| EA ELECTRONIC ARTS INC | EA | 113.38K | $23.25M |
 SoFi Technologies, Inc. | SOFI | 115.4K | $2.07M |
 Applied Materials, Inc. | AMAT | 119.07K | $86.09M |
 EOG Resources, Inc. | EOG | 120.44K | $15.62M |
 Enphase Energy, Inc. | ENPH | 125.79K | $6.19M |
 Travel + Leisure Co. | TNL | 127.67K | $9.76M |
 AppLovin Corporation | APP | 130.02K | $66.99M |
 Alibaba Group Holding Limited | BABA | 132.23K | $12.69M |
 Advanced Micro Devices, Inc. | AMD | 137.83K | $80.07M |
 NextEra Energy, Inc. | NEE | 145.42K | $12.76M |
 Coupang, Inc. | CPNG | 153.03K | $2.66M |