§ 13F · FUND PROFILE
BAYPOINTE PARTNERS LLC.
AUM · $42M (13F)Positions · 15Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | 20K | $7M | 16.9% | ±0% |
| 2 | ULTA | ULTA BEAUTY INC | 15K | $7M | 16.2% | NEW |
| 3 | JPM | JPMORGAN CHASE & CO | 20K | $7M | 15.7% | −20% |
| 4 | DPZ | DOMINOS PIZZA INC | 14K | $4M | 10.1% | +155% |
| 5 | UBER | UBER TECHNOLOGIES INC | 36K | $3M | 6.2% | +28% |
| 6 | RH | RH | 14K | $2M | 5.6% | −71% |
| 7 | WMT | WALMART INC | 18K | $2M | 4.8% | NEW |
| 8 | MCD | MCDONALDS CORP | 7K | $2M | 4.6% | +28% |
| 9 | CELH | CELSIUS HLDGS INC | 50K | $1M | 3.5% | −67% |
| 10 | CHWY | CHEWY INC | 71K | $1M | 3.4% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYPOINTE SIGNAL
AC read
BAYPOINTE PARTNERS LLC is a Other fund managing $42 million in assets. The fund runs a focused portfolio of just 15 positions.
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