Baypointe Partners LLC
Net seller this quarter
$41.7M
15
-$34M
87.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HD | $7.05M | 16.91% | 0.00% | Not reported | Q1 2025 |
 ULTA | $6.76M | 16.22% | 0.03% | Not reported | Q1 2025 |
 JPM | $6.55M | 15.69% | 0.00% | -20.0% | Q1 2026 |
 DPZ | $4.23M | 10.14% | 0.04% | +155.1% | Q1 2025 |
 UBER | $2.58M | 6.18% | 0.00% | +27.6% | Q1 2026 |
 RH | $2.35M | 5.64% | 0.08% | -71.4% | Q1 2025 |
 WMT | $2.02M | 4.85% | 0.00% | New | Q2 2026 |
 MCD | $1.93M | 4.63% | 0.00% | +27.5% | Q1 2025 |
 CELH | $1.46M | 3.51% | 0.02% | -66.7% | Q1 2025 |
 CHWY | $1.4M | 3.36% | 71429.00% | -15.0% | Q1 2025 |
 PEP | $1.35M | 3.25% | 0.00% | Not reported | Q1 2025 |
 AN | $1.33M | 3.18% | 0.02% | -52.4% | Q4 2025 |
 KMB | $1.1M | 2.63% | 0.00% | -90.0% | Q1 2026 |
 CL | $917K | 2.20% | 0.00% | -80.0% | Q1 2025 |
 TSCO | $677K | 1.62% | 0.00% | +7.2% | Q1 2025 |
| Q1 2026 | |||||
| KMB | $9.65M | 13.24% | 0.03% | New | Q1 2026 |
| JPM | $7.35M | 10.09% | 0.00% | New | Q1 2026 |
| RH | $6.99M | 9.59% | 0.27% | +89.9% | Q1 2025 |
| HD | $6.58M | 9.03% | 0.00% | -24.0% | Q1 2025 |
| CELH | $5.32M | 7.30% | 0.06% | Not reported | Q1 2025 |
 LOW | $4.73M | 6.49% | 0.00% | New | Q1 2026 |
| CL | $4.26M | 5.85% | 0.01% | Not reported | Q1 2025 |
 RACE | $3.38M | 4.64% | 0.01% | +14.0% | Q3 2025 |
| AN | $2.93M | 4.02% | 0.04% | +70.9% | Q4 2025 |
 DHI | $2.74M | 3.77% | 0.01% | +14.0% | Q2 2025 |
 TOL | $2.73M | 3.75% | 0.02% | +14.0% | Q2 2025 |
 WHR | $2.7M | 3.70% | 0.08% | +184.9% | Q4 2025 |
| CHWY | $2.27M | 3.11% | 84000.00% | Not reported | Q1 2025 |
| UBER | $2.01M | 2.76% | 0.00% | New | Q1 2026 |
| DPZ | $2.01M | 2.76% | 0.02% | +27.6% | Q1 2025 |
 MTH | $1.86M | 2.55% | 0.05% | Not reported | Q2 2025 |
| MCD | $1.74M | 2.39% | 0.00% | +27.6% | Q1 2025 |
 NKE | $1.48M | 2.03% | 0.00% | +27.6% | Q1 2025 |
 VIK | $1.23M | 1.69% | Not reported | New | Q1 2026 |
| TSCO | $906K | 1.24% | 0.00% | +14.0% | Q1 2025 |
| Q4 2025 | |||||
 COST | $11.4M | 23.85% | 0.00% | New | Q4 2025 |
| HD | $9.06M | 19.03% | 0.00% | -9.7% | Q1 2025 |
| RH | $4.72M | 9.91% | 0.14% | -64.9% | Q1 2025 |
 HSY | $3.99M | 8.39% | 0.01% | -74.9% | Q3 2025 |
| RACE | $3.24M | 6.81% | 0.00% | +200.8% | Q3 2025 |
| DHI | $2.53M | 5.31% | 0.01% | -69.9% | Q2 2025 |
| TOL | $2.37M | 4.99% | 0.02% | -69.9% | Q2 2025 |
| DPZ | $1.83M | 3.84% | 0.01% | -74.9% | Q1 2025 |
| AN | $1.81M | 3.81% | 0.02% | New | Q4 2025 |
 LEN | $1.8M | 3.79% | Not reported | -41.5% | Q3 2025 |
| NKE | $1.4M | 2.94% | 0.00% | -85.4% | Q1 2025 |
| MCD | $1.34M | 2.82% | 0.00% | -85.0% | Q1 2025 |
| WHR | $1.27M | 2.66% | 0.03% | New | Q4 2025 |
| TSCO | $878K | 1.84% | 0.00% | -85.0% | Q1 2025 |
| Q3 2025 | |||||
 MA | $16.6M | 7.58% | 0.00% | +94.5% | Q2 2025 |
| HSY | $16.4M | 7.48% | 0.04% | New | Q3 2025 |
 BJ | $16.3M | 7.46% | 0.13% | +337.5% | Q2 2025 |
 V | $15.9M | 7.28% | 0.00% | +133.3% | Q2 2025 |
| RH | $15.2M | 6.96% | 0.40% | +400.0% | Q1 2025 |
| PEP | $14M | 6.42% | 0.01% | +700.0% | Q1 2025 |
 BBWI | $12.9M | 5.89% | 0.24% | +900.0% | Q1 2025 |
| HD | $11.8M | 5.40% | 0.00% | +45.8% | Q1 2025 |
| NKE | $10.5M | 4.78% | 0.01% | +900.0% | Q1 2025 |
| DHI | $9.89M | 4.52% | 0.02% | +288.9% | Q2 2025 |
 TGT | $8.97M | 4.10% | 0.02% | +700.0% | Q1 2025 |
| MCD | $8.86M | 4.05% | 0.00% | +45.8% | Q1 2025 |
| TOL | $8.06M | 3.68% | 0.06% | +288.9% | Q2 2025 |
| CL | $7.99M | 3.65% | 0.01% | +700.0% | Q1 2025 |
| DPZ | $7.55M | 3.45% | 0.05% | +75.0% | Q1 2025 |
| TSCO | $6.63M | 3.03% | 0.02% | +133.3% | Q1 2025 |
 CPRT | $5.25M | 2.40% | 0.01% | +16.7% | Q2 2025 |
 EL | $5.14M | 2.35% | Not reported | +133.3% | Q1 2025 |
 SBUX | $4.94M | 2.26% | 0.01% | +133.3% | Q2 2025 |
 GPN | $4.85M | 2.21% | 0.02% | +133.3% | Q2 2025 |
| LEN | $3.78M | 1.73% | Not reported | New | Q3 2025 |
| MTH | $3.38M | 1.54% | 0.07% | +366.7% | Q2 2025 |
 ONON | $2.47M | 1.13% | 0.02% | +233.3% | Q1 2025 |
| RACE | $1.42M | 0.65% | 0.00% | New | Q3 2025 |