Institutional Fund
Baypointe Partners LLC
Stamford, CTCIK 20447345 filings on record
Portfolio Value
$72.87M
Q1 2026
Holdings
20
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+53.1%
from $47.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kimberly-Clark Corp13.2%
- Jpmorgan Chase & Co.10.1%
- Rh9.6%
- Home Depot Inc9.0%
- Celsius Hldgs Inc7.3%
- Lowes Cos Inc6.5%
- Other44.3%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kimberly-Clark Corp | 100.0K | $9.65M | 13.2% | +100.0K | New |
| 2 | Jpmorgan Chase & Co. | 25.0K | $7.35M | 10.1% | +25.0K | New |
| 3 | Rh | 50.0K | $6.99M | 9.6% | +23.7K | Added |
| 4 | Home Depot Inc | 20.0K | $6.58M | 9.0% | −6.3K | Reduced |
| 5 | Celsius Hldgs Inc | 150.0K | $5.32M | 7.3% | +150.0K | New |
| 6 | Lowes Cos Inc | 20.0K | $4.73M | 6.5% | +20.0K | New |
| 7 | Colgate Palmolive Co | 50.0K | $4.26M | 5.8% | +50.0K | New |
| 8 | Ferrari N V | 10.0K | $3.38M | 4.6% | +1.2K | Added |
| 9 | Autonation Inc | 15.0K | $2.93M | 4.0% | +6.2K | Added |
| 10 | D R Horton Inc | 20.0K | $2.74M | 3.8% | +2.4K | Added |
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