BAYPOINTE PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CELH | 150K | $5.32M |
 | KMB | 100K | $9.65M |
 | CHWY | 84K | $2.27M |
 | CL | 50K | $4.26M |
 | WHR | 50K | $2.70M |
 | RH | 50K | $6.99M |
 | MTH | 30K | $1.86M |
 | NKE | 28K | $1.48M |
 | UBER | 28K | $2.01M |
 | JPM | 25K | $7.35M |
 | DHI | 20K | $2.74M |
 | TOL | 20K | $2.73M |
 | TSCO | 20K | $906.00K |
 | LOW | 20K | $4.73M |
 | HD | 20K | $6.58M |
 | VIK | 17K | $1.23M |
 | AN | 15K | $2.93M |
 | RACE | 10K | $3.38M |
 | DPZ | 6K | $2.01M |
 | MCD | 6K | $1.74M |
Celsius Holdings, Inc.
CELH
Shares Held
150K
Value
$5.32M
Kimberly-Clark Corporation
KMB
Shares Held
100K
Value
$9.65M
Chewy, Inc.
CHWY
Shares Held
84K
Value
$2.27M
Colgate-Palmolive Company
CL
Shares Held
50K
Value
$4.26M
Whirlpool Corporation
WHR
Shares Held
50K
Value
$2.70M
Rh
RH
Shares Held
50K
Value
$6.99M
Meritage Homes Corporation
MTH
Shares Held
30K
Value
$1.86M
NIKE, Inc.
NKE
Shares Held
28K
Value
$1.48M
Uber Technologies, Inc.
UBER
Shares Held
28K
Value
$2.01M
JPMorgan Chase & Co.
JPM
Shares Held
25K
Value
$7.35M
D.R. Horton, Inc.
DHI
Shares Held
20K
Value
$2.74M
Toll Brothers, Inc.
TOL
Shares Held
20K
Value
$2.73M
Tractor Supply Company
TSCO
Shares Held
20K
Value
$906.00K
Lowe's Companies, Inc.
LOW
Shares Held
20K
Value
$4.73M
The Home Depot, Inc.
HD
Shares Held
20K
Value
$6.58M
Viking Holdings Ltd
VIK
Shares Held
17K
Value
$1.23M
AutoNation, Inc.
AN
Shares Held
15K
Value
$2.93M
Ferrari N.V.
RACE
Shares Held
10K
Value
$3.38M
Domino's Pizza, Inc.
DPZ
Shares Held
6K
Value
$2.01M
McDonald's Corporation
MCD
Shares Held
6K
Value
$1.74M