Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 26.53K | $31.82M |
 Vericel Corporation | VCEL | 26.22K | $1.17M |
 Envista Holdings Corp | NVST | 25.78K | $679.28K |
 Intuitive Surgical, Inc. | ISRG | 24.2K | $9.62M |
 V.F. Corporation | VFC | 24K | $400.32K |
 HP Inc. | HPQ | 23.85K | $523.3K |
 Snowflake Inc. | SNOW | 23.83K | $6.07M |
 Carnival Corporation & plc | CCL | 23.68K | $676.56K |
 Host Hotels & Resorts, Inc. | HST | 23.67K | $561.17K |
 First Hawaiian, Inc. | FHB | 23.17K | $678.85K |
 ManpowerGroup Inc. | MAN | 22.76K | $768.74K |
 TD Synnex Corp | SNX | 22.42K | $5.99M |
 Hawaiian Electric Industries, Inc. | HE | 22.36K | $302.54K |
 Twilio Inc. | TWLO | 22.25K | $4.59M |
 Centene Corp. | CNC | 22.19K | $1.42M |
 Avantor, Inc. | AVTR | 22.06K | $218.36K |
 Omega Healthcare Investors, Inc. | OHI | 21.8K | $1.04M |
 Graphic Packaging Holding Company | GPK | 21.49K | $227.13K |
 Marriott International, Inc. | MAR | 21.4K | $7.93M |
 Stryker Corporation | SYK | 21.27K | $6.7M |