Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intel Corp. | INTC | 156.88K | $21.91M |
 Lam Research Corporation | LRCX | 159.79K | $69.24M |
 Rocket Companies, Inc. | RKT | 165.35K | $2.6M |
 Shopify Inc. | SHOP | 165.79K | $18.93M |
 Corning Inc | GLW | 172.95K | $44.18M |
 The Charles Schwab Corporation | SCHW | 174.37K | $16.09M |
 Oracle Corporation | ORCL | 177.12K | $25.96M |
 Blackstone Mortgage Trust, Inc. | BXMT | 185.83K | $3.15M |
 Ares Capital Corporation | ARCC | 186.22K | $3.45M |
 Johnson Controls International plc | JCI | 202.42K | $29.58M |
 Marvell Technology, Inc. | MRVL | 205.26K | $61.14M |
 Uber Technologies, Inc. | UBER | 219.69K | $15.85M |
 JPMorgan Chase & Co. | JPM | 221.74K | $72.58M |
 Netflix, Inc. | NFLX | 225.86K | $16.13M |
 Exxon Mobil Corporation | XOM | 233.56K | $31.93M |
 SentinelOne, Inc. | S | 246.91K | $4.19M |
 Alphabet Inc. | GOOGL | 258.05K | $92.22M |
 Robinhood Markets, Inc. | HOOD | 289.71K | $29.05M |
 SailPoint, Inc. | SAIL | 307.1K | $4.5M |
 Bunge Global S.A. | BG | 329.28K | $35.14M |