BAYPOINTE PARTNERS LLC
CIK 2044734 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- LULU9.42%
- RH9.27%
- TGT8.69%
- NKE7.92%
- MCD7.80%
- CL7.80%
- HD7.63%
- PEP6.24%
- ULTA6.10%
- CELH5.93%
Share classes counted separately76.80%
Portfolio value by quarter
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LULULULULEMON ATHLETICA INCCom View history and evidence | $11.32M | 9.42% | 40.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | RHRHCom View history and evidence | $11.13M | 9.27% | 47.50K shares | Prior unavailable — | — | ↗▾ |
| 03 | TGTTARGET CORPCom View history and evidence | $10.44M | 8.69% | 100.00K shares | Prior unavailable — | — | ↗▾ |
| 04 | NKENIKE INC -CL BCl B View history and evidence | $9.52M | 7.92% | 150.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | MCDMCDONALD'S CORPCom View history and evidence | $9.37M | 7.80% | 30.00K shares | Prior unavailable — | — | ↗▾ |
| 06 | CLCOLGATE-PALMOLIVE COCom View history and evidence | $9.37M | 7.80% | 100.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | HDHOME DEPOT INCCom View history and evidence | $9.16M | 7.63% | 25.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | PEPPEPSICO INCCom View history and evidence | $7.50M | 6.24% | 50.00K shares | Prior unavailable — | — | ↗▾ |
| 09 | ULTAULTA BEAUTY INCCom View history and evidence | $7.33M | 6.10% | 20.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | CELHCELSIUS HOLDINGS INCCom New View history and evidence | $7.12M | 5.93% | 200.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044734 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120159340
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.