§ 13F · FUND PROFILE
Baypointe Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $85.3T (13F)Positions · 28Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHSL CORP NEW | 13K | $11.4T | 23.9% | NEW |
| 2 | HD | HOME DEPOT INC | 26K | $9.1T | 19.0% | −10% |
| 3 | RH | RH | 26K | $4.7T | 9.9% | −65% |
| 4 | HSY | HERSHEY CO | 22K | $4.0T | 8.4% | −75% |
| 5 | RACE | FERRARI N V | 9K | $3.2T | 6.8% | +201% |
| 6 | DHI | D R HORTON INC | 18K | $2.5T | 5.3% | −70% |
| 7 | TOL | TOLL BROTHERS INC | 18K | $2.4T | 5.0% | −70% |
| 8 | DPZ | DOMINOS PIZZA INC | 4K | $1.8T | 3.8% | −75% |
| 9 | AN | AUTONATION INC | 9K | $1.8T | 3.8% | NEW |
| 10 | LEN | LENNAR CORP | 18K | $1.8T | 3.8% | −41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYPOINTE SIGNAL
AC read
Baypointe Partners LLC is a Other fund managing $85309.2 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed