Baypointe Partners LLC
- SEC CIK
- 0002044734
- 最新申報
- 2026/7/30
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 28
- 較 2025 年第 1 季 +9
- 總值
- $8,531 萬
- 較 2025 年第 1 季 −$3,485 萬 (−29.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 15,000 | $842.9 萬 | 9.9% | +15,000 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,000 | $733.3 萬 | 8.6% | −5,000−20.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 30,000 | $712.7 萬 | 8.4% | −10,000−25.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 20,000 | $710.1 萬 | 8.3% | +20,000 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 20,000 | $584.3 萬 | 6.8% | −10,000−33.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 100,000 | $490.7 萬 | 5.8% | +100,000 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 10,000 | $467.8 萬 | 5.5% | −10,000−50.0% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 10,000 | $450.6 萬 | 5.3% | 00.0% | 不變 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 40,000 | $431.3 萬 | 5.1% | +40,000 | 新進 | 歷史 |
| CHWYChewy, Inc. | CL A | 100,000 | $426.2 萬 | 5.0% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 15,000 | $283.5 萬 | 3.3% | −32,500−68.4% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 50,000 | $263.9 萬 | 3.1% | −50,000−50.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 25,000 | $229.1 萬 | 2.7% | +25,000 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 25,000 | $202.0 萬 | 2.4% | −25,000−50.0% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 25,000 | $200.1 萬 | 2.3% | +25,000 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 15,000 | $193.4 萬 | 2.3% | +15,000 | 新進 | 歷史 |
| TOLToll Brothers, Inc. | COM | 15,000 | $171.2 萬 | 2.0% | +15,000 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,500 | $165.1 萬 | 1.9% | −37,500−75.0% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 50,000 | $149.8 萬 | 1.8% | −49,730−49.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 12,500 | $123.3 萬 | 1.4% | −87,500−87.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 12,500 | $113.6 萬 | 1.3% | −87,500−87.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 15,000 | $106.6 萬 | 1.2% | −135,000−90.0% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 50,000 | $104.7 萬 | 1.2% | +50,000 | 新進 | 歷史 |
| ONONOn Holding AG | Stock | 17,500 | $91.1 萬 | 1.1% | −7,500−30.0% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 25,000 | $78.8 萬 | 0.9% | +25,000 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 12,500 | $70.2 萬 | 0.8% | −87,500−87.5% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 10,000 | $67.8 萬 | 0.8% | +10,000 | 新進 | 歷史 |
| MTHMeritage Homes CORP | COM | 10,000 | $67.0 萬 | 0.8% | +10,000 | 新進 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。