Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DexCom, Inc. | DXCM | 3.09K | $208.22K |
 Toll Brothers, Inc. | TOL | 3.09K | $509.24K |
 General Dynamics Corporation | GD | 3.08K | $1.09M |
 Eastman Chemical Company | EMN | 3.06K | $205K |
 Philip Morris International Inc. | PM | 3.04K | $549.99K |
 Clean Harbors, Inc. | CLH | 3.02K | $903.72K |
 Avnet, Inc. | AVT | 3.02K | $268.41K |
 Waste Connections, Inc. | WCN | 3K | $500.37K |
 Penumbra, Inc. | PEN | 2.97K | $938.41K |
 Landstar System, Inc. | LSTR | 2.97K | $613.81K |
 Polaris Inc. | PII | 2.96K | $202.65K |
 Natera, Inc. | NTRA | 2.92K | $791.28K |
 MKS Inc. | MKSI | 2.9K | $1.29M |
 Howmet Aerospace Inc. | HWM | 2.89K | $776.87K |
 Entergy Corporation | ETR | 2.86K | $328.35K |
 CDW Corporation | CDW | 2.85K | $400.68K |
 Ralph Lauren Corporation | RL | 2.83K | $1.14M |
 Biogen Inc. | BIIB | 2.81K | $606.77K |
 Knight-Swift Transportation Holdings Inc. | KNX | 2.81K | $218.4K |
 Workday, Inc. | WDAY | 2.8K | $343.09K |