StockDriftsStockDriftsTop 15 Baypointe Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 16.91% | 20.0K | $7.1M | +0.00%(+0) | $380.31(-6.70%) | 2026-06-30 | |
| ULTA | ULTA BEAUTY INC | 16.22% | 15.0K | $6.8M | new | $427.34(+28.95%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 15.69% | 20.0K | $6.5M | -20.00%(-5.00K) | $308.19(+17.29%) | 2026-06-30 | |
| DPZ | DOMINOS PIZZA INC | 10.14% | 14.3K | $4.2M | +155.11%(+8.69K) | $365.42(-3.31%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 6.18% | 35.7K | $2.6M | +27.55%(+7.71K) | $75.57(+3.20%) | 2026-06-30 | |
| RH | RH | 5.64% | 14.3K | $2.4M | -71.43%(-35.71K) | $191.17(-3.25%) | 2026-06-30 | |
| WMT | WALMART INC | 4.85% | 17.9K | $2.0M | new | $118.38(-4.43%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 4.63% | 7.1K | $1.9M | +27.54%(+1.54K) | $299.20(-8.51%) | 2026-06-30 | |
| CELH | CELSIUS HLDGS INC | 3.51% | 50.0K | $1.5M | -66.67%(-100.00K) | $30.98(-13.82%) | 2026-06-30 | |
| CHWY | CHEWY INC | 3.36% | 71.4K | $1.4M | -14.97%(-12.57K) | $33.00(-31.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.23% |
| Top 20 Holdings Unweighted | — | — | — | — | -3.59% |
Baypointe Partners LLC reports $41.72M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are HD (16.9%), ULTA (16.2%) and JPM (15.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned -1.23% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baypointe Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044734). View Baypointe Partners LLC’s 13F filings on SEC