Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dollar General Corporation | DG | 3.91K | $450.38K |
 Rubrik, Inc. | RBRK | 3.9K | $313.49K |
 Chubb Limited | CB | 3.9K | $1.33M |
 Martin Marietta Materials, Inc. | MLM | 3.89K | $2.24M |
 Exelixis, Inc. | EXEL | 3.88K | $211.38K |
 Omnicom Group Inc. | OMC | 3.88K | $282.8K |
 Textron Inc. | TXT | 3.79K | $347.42K |
 MSC Industrial Direct Co., Inc. | MSM | 3.71K | $440.83K |
 Spectrum Brands Holdings, Inc. | SPB | 3.69K | $316.33K |
 Fifth Third Bancorp | FITB | 3.68K | $207.45K |
 Essex Property Trust, Inc. | ESS | 3.67K | $1.07M |
 S&P Global Inc. | SPGI | 3.63K | $1.48M |
 Microchip Technology Incorporated | MCHP | 3.62K | $329.98K |
 Commerce Bancshares, Inc. | CBSH | 3.6K | $207.61K |
 Expedia Group, Inc. | EXPE | 3.58K | $916.66K |
 Western Digital Corporation | WDC | 3.54K | $2.26M |
 Monolithic Power Systems, Inc. | MPWR | 3.54K | $4.89M |
 Neurocrine Biosciences, Inc. | NBIX | 3.53K | $594.93K |
 Iron Mountain Incorporated | IRM | 3.51K | $443.74K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 3.49K | $347.73K |