Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Toast, Inc. | TOST | 34.98K | $973K |
 Match Group, Inc. | MTCH | 34.83K | $1.33M |
 AGNC Investment Corp. | AGNC | 34.24K | $373.17K |
 Eaton Corporation plc | ETN | 33.92K | $14.45M |
 United Parcel Service, Inc. | UPS | 32.14K | $3.46M |
 FactSet Research Systems Inc. | FDS | 31.99K | $7.36M |
 Robert Half Inc. | RHI | 31.42K | $964.72K |
 Akamai Technologies, Inc. | AKAM | 31.13K | $3.68M |
 Chevron Corporation | CVX | 29.95K | $4.96M |
 The Coca-Cola Company | KO | 29.75K | $2.42M |
 The Kraft Heinz Company | KHC | 29.7K | $701.52K |
 Palo Alto Networks, Inc. | PANW | 29.44K | $10.04M |
 Bill.com Holdings, Inc. | BILL | 29.41K | $1.06M |
 PagerDuty, Inc. | PD | 29.11K | $280.94K |
 Shell plc | SHEL | 27.75K | $2.15M |
 AppFolio Inc. | APPF | 27.36K | $4.39M |
 ConocoPhillips | COP | 27.24K | $2.83M |
 Hilton Worldwide Holdings Inc. | HLT | 27.22K | $8.99M |
 CrowdStrike Holdings, Inc. | CRWD | 26.92K | $20.54M |
 West Bancorporation, Inc. | WTBA | 26.87K | $712.75K |