Holdings
Baker Avenue Asset Management, LP
As of Jun 30, 2026, Baker Avenue Asset Management, LP reported 574 positions worth US$3.02B. Largest: Apple Inc, Nvidia Corporation and Simpson Manufacturing Company, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 954K | US$276M | +23,275 | Jun 30, 2026 |
| Nvidia Corporation | 1.28M | US$257M | +33,261 | Jun 30, 2026 |
| Simpson Manufacturing Company, Inc. | 915K | US$191M | −188 | Jun 30, 2026 |
| Microsoft Corp. | 376K | US$140M | +29,004 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 347K | US$124M | +31,534 | Jun 30, 2026 |
| Applied Materials, Inc. | 119K | US$86.1M | −884 | Jun 30, 2026 |
| Amazon.com, Inc. | 340K | US$81.2M | +3,189 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 138K | US$80.1M | −1,703 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 222K | US$72.6M | +9,617 | Jun 30, 2026 |
| Lam Research Corporation | 160K | US$69.2M | −968 | Jun 30, 2026 |