BAYPOINTE PARTNERS LLC
Holdings as of 2026-06-30, filed 2026-07-30 · recorded 2026-08-06 04:00:50.936 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 30 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
15
Value reported by manager
$41.7M
Sum of our stored positions
$41.7M
should match the line above
Disclosure lag
30 d
quarter end to filing
Top 5 concentration
65.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
15 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| HOME DEPOT INC | COM | $7.1M | 20,000 | — | 437076102 |
| ULTA BEAUTY INC | COM | $6.8M | 15,000 | — | 90384S303 |
| JPMORGAN CHASE & CO | COM | $6.5M | 20,000 | — | 46625H100 |
| DOMINOS PIZZA INC | COM | $4.2M | 14,286 | — | 25754A201 |
| UBER TECHNOLOGIES INC | COM | $2.6M | 35,714 | — | 90353T100 |
| RH | COM | $2.4M | 14,286 | — | 74967X103 |
| WALMART INC | COM | $2M | 17,857 | — | 931142103 |
| MCDONALDS CORP | COM | $1.9M | 7,142 | — | 580135101 |
| CELSIUS HLDGS INC | COM NEW | $1.5M | 50,000 | — | 15118V207 |
| CHEWY INC | CL A | $1.4M | 71,429 | — | 16679L109 |
| PEPSICO INC | COM | $1.4M | 10,000 | — | 713448108 |
| AUTONATION INC | COM | $1.3M | 7,142 | — | 05329W102 |
| KIMBERLY-CLARK CORP | COM | $1.1M | 10,000 | — | 494368103 |
| COLGATE PALMOLIVE CO | COM | $916.8K | 10,000 | — | 194162103 |
| TRACTOR SUPPLY CO | COM | $677.4K | 21,429 | — | 892356106 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-30