Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DaVita Inc. | DVA | 1.41K | $312.58K |
 Expeditors International of Washington, Inc. | EXPD | 1.42K | $232.01K |
 MongoDB, Inc. | MDB | 1.43K | $479.98K |
 Manhattan Associates, Inc. | MANH | 1.44K | $200.94K |
 Carpenter Technology Corporation | CRS | 1.46K | $899.15K |
 Old Dominion Freight Line, Inc. | ODFL | 1.46K | $316.85K |
 Cloudflare, Inc. | NET | 1.47K | $359.23K |
 Quest Diagnostics Incorporated | DGX | 1.49K | $314.72K |
 Take-Two Interactive Software, Inc. | TTWO | 1.49K | $373.25K |
 Charles River Laboratories International, Inc. | CRL | 1.51K | $342.68K |
 Curtiss-Wright Corporation | CW | 1.51K | $1.15M |
 West Pharmaceutical Services, Inc. | WST | 1.52K | $544.6K |
 Intuit Inc. | INTU | 1.52K | $396.74K |
 East West Bancorp, Inc. | EWBC | 1.56K | $201.25K |
 Copa Holdings, S.A. | CPA | 1.56K | $242.95K |
 Republic Services, Inc. | RSG | 1.57K | $334.29K |
 Synopsys, Inc. | SNPS | 1.59K | $709.08K |
 The Allstate Corporation | ALL | 1.61K | $382.78K |
 Lincoln Electric Holdings, Inc. | LECO | 1.62K | $429.86K |
 Arm Holdings plc American Depositary Shares | ARM | 1.62K | $575.79K |