Baypointe Partners LLC
- SEC CIK
- 0002044734
- Latest filing
- Jul 30, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only.
- Positions
- 19
- No filing for Q4 2024
- Portfolio value
- $120.2M
- No filing for Q4 2024
Baypointe Partners LLC did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 40,000 | $11.3M | 9.4% | – | – | History |
| RHRH | COM | 47,500 | $11.1M | 9.3% | – | – | History |
| TGTTarget Corp | Stock | 100,000 | $10.4M | 8.7% | – | – | History |
| NKENIKE, Inc. | Stock | 150,000 | $9.52M | 7.9% | – | – | History |
| MCDMcDonalds Corp | Stock | 30,000 | $9.37M | 7.8% | – | – | History |
| CLColgate Palmolive Co | Stock | 100,000 | $9.37M | 7.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 25,000 | $9.16M | 7.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 50,000 | $7.50M | 6.2% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 20,000 | $7.33M | 6.1% | – | – | History |
| CELHCelsius Holdings, Inc. | COM NEW | 200,000 | $7.12M | 5.9% | – | – | History |
| TSCOTractor Supply Co | COM | 100,000 | $5.51M | 4.6% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 100,000 | $5.02M | 4.2% | – | – | History |
| DPZDominos Pizza Inc | COM | 10,000 | $4.59M | 3.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 50,000 | $3.30M | 2.7% | – | – | History |
| CHWYChewy, Inc. | CL A | 100,000 | $3.25M | 2.7% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 99,730 | $3.02M | 2.5% | – | – | History |
| ETSYEtsy Inc | COM | 25,000 | $1.18M | 1.0% | – | – | History |
| ONONOn Holding AG | Stock | 25,000 | $1.10M | 0.9% | – | – | History |
| WRBYWarby Parker Inc. | CL A COM | 50,000 | $911.5K | 0.8% | – | – | History |