Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| EA ELECTRONIC ARTS INC | EA | 113.38K | $23.25M |
 Amphenol Corporation | APH | 112.13K | $19.77M |
 Trimble Inc. | TRMB | 109.32K | $5.59M |
 Nasdaq, Inc. | NDAQ | 106.91K | $8.43M |
 QUALCOMM Incorporated | QCOM | 106.16K | $19.62M |
 ProShares UltraPro QQQ | TQQQ | 103.23K | $8.36M |
 KLA Corporation | KLAC | 102.97K | $31.07M |
 Cintas Corporation | CTAS | 102.14K | $17.37M |
 GE Aerospace | GE | 101.53K | $37.95M |
 Samsara Inc. | IOT | 100.25K | $3.25M |
 Tesla, Inc. | TSLA | 97.36K | $40.95M |
 ServiceNow, Inc. | NOW | 93.07K | $9.24M |
 Devon Energy Corporation | DVN | 91.55K | $3.78M |
 Alphabet Inc. | GOOG | 89.99K | $31.8M |
 Tempus AI, Inc. | TEM | 89.22K | $5.17M |
 D.R. Horton, Inc. | DHI | 88.69K | $14.45M |
 AbbVie Inc. | ABBV | 85.53K | $21.52M |
 Flex Ltd. | FLEX | 82.34K | $13.35M |
 Broadcom Inc. | AVGO | 75.55K | $28.54M |
 Bank of America Corporation | BAC | 75.28K | $4.29M |