Baypointe Partners LLC
- SEC CIK
- 0002044734
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 28
- +9 vs. Q1 2025
- Portfolio value
- $85.3M
- −$34.9M (−29.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 15,000 | $8.43M | 9.9% | +15,000 | New | History |
| HDHome Depot, Inc. | Stock | 20,000 | $7.33M | 8.6% | −5,000−20.0% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 30,000 | $7.13M | 8.4% | −10,000−25.0% | Reduced | History |
| VVisa Inc. | Stock | 20,000 | $7.10M | 8.3% | +20,000 | New | History |
| MCDMcDonalds Corp | Stock | 20,000 | $5.84M | 6.8% | −10,000−33.3% | Reduced | History |
| CPRTCopart Inc | COM | 100,000 | $4.91M | 5.8% | +100,000 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 10,000 | $4.68M | 5.5% | −10,000−50.0% | Reduced | History |
| DPZDominos Pizza Inc | COM | 10,000 | $4.51M | 5.3% | 00.0% | Unchanged | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 40,000 | $4.31M | 5.1% | +40,000 | New | History |
| CHWYChewy, Inc. | CL A | 100,000 | $4.26M | 5.0% | 00.0% | Unchanged | History |
| RHRH | COM | 15,000 | $2.84M | 3.3% | −32,500−68.4% | Reduced | History |
| TSCOTractor Supply Co | COM | 50,000 | $2.64M | 3.1% | −50,000−50.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 25,000 | $2.29M | 2.7% | +25,000 | New | History |
| ELEstee Lauder Companies Inc | CL A | 25,000 | $2.02M | 2.4% | −25,000−50.0% | Reduced | History |
| GPNGlobal Payments Inc | Stock | 25,000 | $2.00M | 2.3% | +25,000 | New | History |
| DHIHorton D R Inc | COM | 15,000 | $1.93M | 2.3% | +15,000 | New | History |
| TOLToll Brothers, Inc. | COM | 15,000 | $1.71M | 2.0% | +15,000 | New | History |
| PEPPepsiCo Inc | Stock | 12,500 | $1.65M | 1.9% | −37,500−75.0% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 50,000 | $1.50M | 1.8% | −49,730−49.9% | Reduced | History |
| TGTTarget Corp | Stock | 12,500 | $1.23M | 1.4% | −87,500−87.5% | Reduced | History |
| CLColgate Palmolive Co | Stock | 12,500 | $1.14M | 1.3% | −87,500−87.5% | Reduced | History |
| NKENIKE, Inc. | Stock | 15,000 | $1.07M | 1.2% | −135,000−90.0% | Reduced | History |
| KVUEKenvue Inc. | Stock | 50,000 | $1.05M | 1.2% | +50,000 | New | History |
| ONONOn Holding AG | Stock | 17,500 | $910.9K | 1.1% | −7,500−30.0% | Reduced | History |
| YETIYETI Holdings, Inc. | COM | 25,000 | $788.0K | 0.9% | +25,000 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 12,500 | $701.9K | 0.8% | −87,500−87.5% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 10,000 | $677.5K | 0.8% | +10,000 | New | History |
| MTHMeritage Homes CORP | COM | 10,000 | $669.7K | 0.8% | +10,000 | New | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.