§ 13F · FUND PROFILE
BAYPOINTE PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $219M (13F)Positions · 24Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KMB | KIMBERLY-CLARK CORP | 100K | $10M | 13.2% | NEW |
| 2 | JPM | JPMORGAN CHASE & CO | 25K | $7M | 10.1% | NEW |
| 3 | RH | RH | 50K | $7M | 9.6% | +90% |
| 4 | HD | HOME DEPOT INC | 20K | $7M | 9.0% | −24% |
| 5 | CELH | CELSIUS HLDGS INC | 150K | $5M | 7.3% | NEW |
| 6 | LOW | LOWES COS INC | 20K | $5M | 6.5% | NEW |
| 7 | CL | COLGATE PALMOLIVE CO | 50K | $4M | 5.8% | NEW |
| 8 | RACE | FERRARI N V | 10K | $3M | 4.6% | +14% |
| 9 | AN | AUTONATION INC | 15K | $3M | 4.0% | +71% |
| 10 | DHI | D R HORTON INC | 20K | $3M | 3.8% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYPOINTE SIGNAL
AC read
BAYPOINTE PARTNERS LLC is a Other fund managing $219 million in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed