Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Axon Enterprise, Inc.AXON417$234K
Astera Labs, Inc. Common StockALAB415$200.53K
Sandisk CorporationSNDK370$841.17K
W.W. Grainger, Inc.GWW348$472.75K
ASML Holding N.V.ASML322$641.57K
AutoZone, Inc.AZO158$506.17K
MercadoLibre, Inc.MELI128$216.77K
Markel CorporationMKL112$219.34K
NVR, Inc.NVR37$252.78K
Berkshire Hathaway Inc.BRK-A1$748.85K