Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson Controls International plc | JCI | 202.42K | $29.58M |
 Ares Capital Corporation | ARCC | 186.22K | $3.45M |
 Blackstone Mortgage Trust, Inc. | BXMT | 185.83K | $3.15M |
 Oracle Corporation | ORCL | 177.12K | $25.96M |
 The Charles Schwab Corporation | SCHW | 174.37K | $16.09M |
 Corning Inc | GLW | 172.95K | $44.18M |
 Shopify Inc. | SHOP | 165.79K | $18.93M |
 Rocket Companies, Inc. | RKT | 165.35K | $2.6M |
 Lam Research Corporation | LRCX | 159.79K | $69.24M |
 Intel Corp. | INTC | 156.88K | $21.91M |
 Coupang, Inc. | CPNG | 153.03K | $2.66M |
 NextEra Energy, Inc. | NEE | 145.42K | $12.76M |
 Advanced Micro Devices, Inc. | AMD | 137.83K | $80.07M |
 Alibaba Group Holding Limited | BABA | 132.23K | $12.69M |
 AppLovin Corporation | APP | 130.02K | $66.99M |
 Travel + Leisure Co. | TNL | 127.67K | $9.76M |
 Enphase Energy, Inc. | ENPH | 125.79K | $6.19M |
 EOG Resources, Inc. | EOG | 120.44K | $15.62M |
 Applied Materials, Inc. | AMAT | 119.07K | $86.09M |
 SoFi Technologies, Inc. | SOFI | 115.4K | $2.07M |