Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baypointe Partners LLC (CIK 2044734) reported $72.9M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KMB ($9.6M, 13.24%), JPM ($7.4M, 10.09%), RH ($7.0M, 9.59%), HD ($6.6M, 9.03%), CELH ($5.3M, 7.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KMB | KIMBERLY-CLARK CORP | $9.6M | 13.24% | 100,000 | New |
| 2 | JPM | JPMORGAN CHASE & CO | $7.4M | 10.09% | 25,000 | New |
| 3 | RH | RH | $7.0M | 9.59% | 50,000 | Added |
| 4 | HD | HOME DEPOT INC | $6.6M | 9.03% | 20,000 | Trimmed |
| 5 | CELH | CELSIUS HLDGS INC | $5.3M | 7.30% | 150,000 | New |
| 6 | LOW | LOWES COS INC | $4.7M | 6.49% | 20,000 | New |
| 7 | CL | COLGATE PALMOLIVE CO | $4.3M | 5.85% | 50,000 | New |
| 8 | RACE | FERRARI N V | $3.4M | 4.64% | 10,000 | Added |
| 9 | AN | AUTONATION INC | $2.9M | 4.02% | 15,000 | Added |
| 10 | DHI | D R HORTON INC | $2.7M | 3.77% | 20,000 | Added |
| 11 | TOL | TOLL BROTHERS INC | $2.7M | 3.75% | 20,000 | Added |
| 12 | WHR | WHIRLPOOL CORP | $2.7M | 3.70% | 50,000 | Added |
| 13 | CHWY | CHEWY INC | $2.3M | 3.11% | 84,000 | New |
| 14 | DPZ | DOMINOS PIZZA INC | $2.0M | 2.76% | 5,600 | Added |
| 15 | UBER | UBER TECHNOLOGIES INC | $2.0M | 2.76% | 28,000 | New |
| 16 | MTH | MERITAGE HOMES CORP | $1.9M | 2.55% | 30,000 | New |
| 17 | MCD | MCDONALDS CORP | $1.7M | 2.39% | 5,600 | Added |
| 18 | NKE | NIKE INC | $1.5M | 2.03% | 28,000 | Added |
| 19 | VIK | VIKING HOLDINGS LTD | $1.2M | 1.69% | 16,800 | New |
| 20 | TSCO | TRACTOR SUPPLY CO | $906,000 | 1.24% | 20,000 | Added |
| 21 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | Exited |
| 22 | HSY | HERSHEY CO | $0 | 0.00% | 0 | Exited |
| 23 | LEN | LENNAR CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31