Baypointe Partners LLC
- SEC CIK
- 0002044734
- 最新申報
- 2026/7/30
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位。
- 持股檔數
- 19
- 2024 年第 4 季沒有申報
- 總值
- $1.20 億
- 2024 年第 4 季沒有申報
Baypointe Partners LLC 沒有申報 2024 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 40,000 | $1,132 萬 | 9.4% | – | – | 歷史 |
| RHRH | COM | 47,500 | $1,113 萬 | 9.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 100,000 | $1,044 萬 | 8.7% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 150,000 | $952.2 萬 | 7.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 30,000 | $937.1 萬 | 7.8% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 100,000 | $937.0 萬 | 7.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 25,000 | $916.2 萬 | 7.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 50,000 | $749.7 萬 | 6.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 20,000 | $733.1 萬 | 6.1% | – | – | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 200,000 | $712.4 萬 | 5.9% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 100,000 | $551.0 萬 | 4.6% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 100,000 | $502.1 萬 | 4.2% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 10,000 | $459.4 萬 | 3.8% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 50,000 | $330.0 萬 | 2.7% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 100,000 | $325.1 萬 | 2.7% | – | – | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 99,730 | $302.4 萬 | 2.5% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 25,000 | $118.0 萬 | 1.0% | – | – | 歷史 |
| ONONOn Holding AG | Stock | 25,000 | $109.8 萬 | 0.9% | – | – | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 50,000 | $91.2 萬 | 0.8% | – | – | 歷史 |