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BAYPOINTE PARTNERS LLC

Q2 2026 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    15

  • Value ($000)

    $41,718

  • Date Filed
    07/30/2026
  • Form type
    13F-HR
  • CIK
    0002044734
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HD

HOME DEPOT INC

COM
437076102
$7.05M
17 %

20,000

U
ULTA

ULTA BEAUTY INC

COM
90384S303
$6.76M
16 %

15,000

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$6.55M
16 %

20,000

D
DPZ

DOMINOS PIZZA INC

COM
25754A201
$4.23M
10 %

14,286

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$2.58M
6 %

35,714

R
RH

RH

COM
74967X103
$2.35M
6 %

14,286

W
WMT

WALMART INC

COM
931142103
$2.02M
5 %

17,857

M
MCD

MCDONALDS CORP

COM
580135101
$1.93M
5 %

7,142

C
CELH

CELSIUS HLDGS INC

COM NEW
15118V207
$1.46M
4 %

50,000

C
CHWY

CHEWY INC

CL A
16679L109
$1.4M
3 %

71,429

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