Baypointe Partners LLC reported 15 holdings worth US$41.7M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Baypointe Partners LLC reported 15 holdings worth US$41.7M as of Jun 30, 2026. Largest: Home Depot, Inc. (the), Ulta Beauty, Inc. and Jp Morgan Chase & Co. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$41.7M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Home Depot, Inc. (the) | 20,000 | US$7.05M | 16.9% |
| Ulta Beauty, Inc. | 15,000 | US$6.76M | 16.2% |
| Jp Morgan Chase & Co. | 20,000 | US$6.55M | 15.7% |
| Domino's Pizza Inc | 14,286 | US$4.23M | 10.1% |
| Uber Technologies, Inc. | 35,714 | US$2.58M | 6.2% |
| Rh | 14,286 | US$2.35M | 5.6% |
| Walmart Inc. | 17,857 | US$2.02M | 4.8% |
| Mcdonald's Corporation | 7,142 | US$1.93M | 4.6% |
| Celsius Holdings, Inc. | 50,000 | US$1.46M | 3.5% |
| Chewy, Inc. | 71,429 | US$1.4M | 3.4% |
| Pepsico, Inc. | 10,000 | US$1.35M | 3.2% |
| Autonation, Inc. | 7,142 | US$1.33M | 3.2% |
| Kimberly-clark Corporation | 10,000 | US$1.1M | 2.6% |
| Colgate-palmolive Company | 10,000 | US$917K | 2.2% |
| Tractor Supply Company | 21,429 | US$677K | 1.6% |