account_balance

Investment manager · 13F filer · SEC CIK 2044734

Baypointe Partners LLC

Reported value$12.4Mas of Sep 30, 2026
Positions12 6 new, 9 sold out
Top 10 weight94.5%VIK alone is 19%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 12 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VIK Viking Holdings Ltd 19.0% NewHD Home Depot, Inc. 16.1% Trimmed −65%MCD McDonald's Corp 14.0% Added +5%JPM JPMorgan Chase & Co 13.4% Trimmed −75%GOOGL Alphabet Inc. 8.4% NewAN Autonation, Inc. 6.4% Trimmed −30%AMZN Amazon.com Inc 6.0% NewWING Wingstop Inc. 4.3% NewWMT Walmart Inc. 4.2% Trimmed −72%UBER Uber Technologies, Inc 2.8% Trimmed −86%DHI D.R. Horton Inc 2.8% NewTOL Toll Brothers, Inc. 2.7% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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