BAYPOINTE PARTNERS LLC

CIK 0002044734 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

BAYPOINTE PARTNERS LLC reported 15 positions worth $41.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: HD (16.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$41.7M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.1%
Est. Net Flow (Q)
2026 Q2
10 / 15 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HDHOME DEPOT INCSH$7.1M16.91%20,000
2ULTAULTA BEAUTY INCSH$6.8M16.21%15,000
3JPMJPMORGAN CHASE & COSH$6.5M15.69%20,000
4DPZDOMINOS PIZZA INCSH$4.2M10.14%14,286
5UBERUBER TECHNOLOGIES INCSH$2.6M6.18%35,714
6RHRHSH$2.4M5.64%14,286
7WMTWALMART INCSH$2.0M4.85%17,857
8MCDMCDONALDS CORPSH$1.9M4.63%7,142
9CELHCELSIUS HLDGS INCSH$1.5M3.51%50,000
10CHWYCHEWY INCSH$1.4M3.36%71,429

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BAYPOINTE PARTNERS LLC hold as of Q2 2026?

BAYPOINTE PARTNERS LLC reported 15 positions worth $41.7M in its Q2 2026 13F filing. Largest positions: HD (16.9%), ULTA (16.2%), JPM (15.7%), DPZ (10.1%) and UBER (6.2%).

What did BAYPOINTE PARTNERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BAYPOINTE PARTNERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.