Baypointe Partners LLC
- SEC CIK
- 0002044734
- Latest filing
- Jul 30, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 24
- −4 vs. Q2 2025
- Portfolio value
- $218.8M
- +$133.5M (+156.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 29,167 | $16.6M | 7.6% | +14,167+94.4% | Added | History |
| HSYHershey Co | COM | 87,500 | $16.4M | 7.5% | +87,500 | New | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 175,001 | $16.3M | 7.5% | +135,001+337.5% | Added | History |
| VVisa Inc. | Stock | 46,667 | $15.9M | 7.3% | +26,667+133.3% | Added | History |
| RHRH | COM | 75,000 | $15.2M | 7.0% | +60,000+400.0% | Added | History |
| PEPPepsiCo Inc | Stock | 100,000 | $14.0M | 6.4% | +87,500+700.0% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 500,000 | $12.9M | 5.9% | +450,000+900.0% | Added | History |
| HDHome Depot, Inc. | Stock | 29,167 | $11.8M | 5.4% | +9,167+45.8% | Added | History |
| NKENIKE, Inc. | Stock | 150,000 | $10.5M | 4.8% | +135,000+900.0% | Added | History |
| DHIHorton D R Inc | COM | 58,334 | $9.89M | 4.5% | +43,334+288.9% | Added | History |
| TGTTarget Corp | Stock | 100,000 | $8.97M | 4.1% | +87,500+700.0% | Added | History |
| MCDMcDonalds Corp | Stock | 29,167 | $8.86M | 4.1% | +9,167+45.8% | Added | History |
| TOLToll Brothers, Inc. | COM | 58,334 | $8.06M | 3.7% | +43,334+288.9% | Added | History |
| CLColgate Palmolive Co | Stock | 100,000 | $7.99M | 3.7% | +87,500+700.0% | Added | History |
| DPZDominos Pizza Inc | COM | 17,500 | $7.55M | 3.5% | +7,500+75.0% | Added | History |
| TSCOTractor Supply Co | COM | 116,667 | $6.63M | 3.0% | +66,667+133.3% | Added | History |
| CPRTCopart Inc | COM | 116,667 | $5.25M | 2.4% | +16,667+16.7% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 58,334 | $5.14M | 2.3% | +33,334+133.3% | Added | History |
| SBUXStarbucks Corp | Stock | 58,334 | $4.94M | 2.3% | +33,334+133.3% | Added | History |
| GPNGlobal Payments Inc | Stock | 58,334 | $4.85M | 2.2% | +33,334+133.3% | Added | History |
| LENLennar Corp | CL A | 30,000 | $3.78M | 1.7% | +30,000 | New | History |
| MTHMeritage Homes CORP | COM | 46,667 | $3.38M | 1.5% | +36,667+366.7% | Added | History |
| ONONOn Holding AG | Stock | 58,334 | $2.47M | 1.1% | +40,834+233.3% | Added | History |
| RACEFerrari N.V. | COM | 2,917 | $1.42M | 0.6% | +2,917 | New | History |
Sold out since Q2 2025 (7)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 30,000 | $7.13M | 8.4% | History |
| ULTAUlta Beauty, Inc. | Stock | 10,000 | $4.68M | 5.5% | History |
| CHWYChewy, Inc. | CL A | 100,000 | $4.26M | 5.0% | History |
| KVUEKenvue Inc. | Stock | 50,000 | $1.05M | 1.2% | History |
| YETIYETI Holdings, Inc. | COM | 25,000 | $788.0K | 0.9% | History |
| CMGChipotle Mexican Grill Inc | COM | 12,500 | $701.9K | 0.8% | History |
| SWKStanley Black & Decker, Inc. | COM | 10,000 | $677.5K | 0.8% | History |