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Baker Avenue Asset Management, LP

Q2 2026 13F filing

Updated 44 days ago

827 disclosed positions worth $5.3B

Portfolio value
$5.3B
Total holdings
827
New positions
113
Closed positions
50
Increased
444
Decreased
223
Turnover
19.7%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+2.5%
Value
$276M
Shares
953.7K
% Port
5.22%
N

NVIDIA CORPORATION

+18241.9%
Value
$256.9M
Shares
1.28M
% Port
4.86%
S
3.SSD

SIMPSON MFG INC

-0.0%
Value
$191.5M
Shares
914.5K
% Port
3.62%
M

MICROSOFT CORP

+8.3%
Value
$140.4M
Shares
376.4K
% Port
2.66%
V

VANGUARD INDEX FDS

+0.8%
Value
$119.4M
Shares
393.8K
% Port
2.26%
E

ISHARES TR

+1.8%
Value
$107.9M
Shares
144.1K
% Port
2.04%
V

VANGUARD BD INDEX FDS

+4.1%
Value
$100.6M
Shares
1.37M
% Port
1.90%
E

ISHARES TR

+329.7%
Value
$96.9M
Shares
780.2K
% Port
1.83%
E

ISHARES TR

+4.8%
Value
$96.2M
Shares
971.6K
% Port
1.82%
V
10.VGES

VANGUARD INDEX FDS

-0.9%
Value
$95.3M
Shares
257.7K
% Port
1.80%
G

ALPHABET INC

+6.0%
Value
$92.2M
Shares
258.0K
% Port
1.75%
S

SPDR SERIES TRUST

+4.2%
Value
$90M
Shares
3.53M
% Port
1.70%
E
13.ETHA

ISHARES TR

-4.0%
Value
$89.4M
Shares
407.3K
% Port
1.69%
A
14.AMAT

APPLIED MATLS INC

-0.7%
Value
$86.1M
Shares
119.1K
% Port
1.63%
V
15.VGES

VANGUARD INDEX FDS

-1.8%
Value
$85.5M
Shares
248.7K
% Port
1.62%
A
16.AMZN

AMAZON COM INC

+0.9%
Value
$81.2M
Shares
340.5K
% Port
1.54%
A
17.AMD

ADVANCED MICRO DEVICES INC

-1.2%
Value
$80.1M
Shares
137.8K
% Port
1.52%
S

SCHWAB STRATEGIC TR

-1.6%
Value
$78.9M
Shares
2.68M
% Port
1.49%
Q
19.QQQ

INVESCO QQQ TR

+3.1%
Value
$76.5M
Shares
103.8K
% Port
1.45%
J

JPMORGAN CHASE & CO

+4.5%
Value
$72.6M
Shares
221.7K
% Port
1.37%
E
21.ETHA

ISHARES TR

+5.4%
Value
$72M
Shares
1.56M
% Port
1.36%
L
22.LRCX

LAM RESEARCH CORP

-0.6%
Value
$69.2M
Shares
159.8K
% Port
1.31%
A
23.APP

APPLOVIN CORP

-3.9%
Value
$67M
Shares
130.0K
% Port
1.27%
M
24.MRVL

MARVELL TECHNOLOGY INC

-16.7%
Value
$61.1M
Shares
205.3K
% Port
1.16%
E
25.ETHA

ISHARES TR

+1.5%
Value
$57.4M
Shares
461.1K
% Port
1.09%
C
26.CAT

CATERPILLAR INC

+16.2%
Value
$51.3M
Shares
48.2K
% Port
0.97%
E
27.ETHA

ISHARES TR

-3.8%
Value
$47.6M
Shares
209.5K
% Port
0.90%
P
28.PH

PARKER-HANNIFIN CORP

-0.2%
Value
$46.9M
Shares
47.9K
% Port
0.89%
G
29.GLW

CORNING INC

-1.2%
Value
$44.2M
Shares
172.9K
% Port
0.84%
I
30.IVZ

INVESCO EXCHANGE TRADED FD T

+5.2%
Value
$41.1M
Shares
637.1K
% Port
0.78%
T
31.TSLA

TESLA INC

+1.6%
Value
$40.9M
Shares
97.4K
% Port
0.77%
E
32.ETHA

ISHARES TR

-0.6%
Value
$40.7M
Shares
334.4K
% Port
0.77%
V
33.VGES

VANGUARD INTL EQUITY INDEX F

+0.8%
Value
$39.9M
Shares
668.3K
% Port
0.75%
G
34.GE

GE AEROSPACE

+3.4%
Value
$37.9M
Shares
101.5K
% Port
0.72%
J
35.JNJ

ISHARES TR

+1.1%
Value
$37.2M
Shares
451.6K
% Port
0.70%
B
36.BG

BUNGE GLOBAL SA

+4.0%
Value
$35.1M
Shares
329.3K
% Port
0.67%
X
37.XOM

EXXON MOBIL CORP

+5.8%
Value
$31.9M
Shares
233.6K
% Port
0.60%
J

J P MORGAN EXCHANGE TRADED F

+0.7%
Value
$31.9M
Shares
441.3K
% Port
0.60%
L
39.LLY

ELI LILLY & CO

+2.1%
Value
$31.8M
Shares
26.5K
% Port
0.60%
G

ALPHABET INC

+24.5%
Value
$31.8M
Shares
90.0K
% Port
0.60%
K
41.KLAC

KLA CORP

+1420.1%
Value
$31.1M
Shares
103.0K
% Port
0.59%
J
42.JCI

JOHNSON CONTROLS INTERNATION

+2.7%
Value
$29.6M
Shares
202.4K
% Port
0.56%
H
43.HOOD

ROBINHOOD MKTS INC

+3.3%
Value
$29.1M
Shares
289.7K
% Port
0.55%
A
44.AVGO

BROADCOM INC

+2.3%
Value
$28.5M
Shares
75.6K
% Port
0.54%
E
45.ETHA

ISHARES INC

+1.0%
Value
$27.1M
Shares
360.3K
% Port
0.51%
M
46.META

META PLATFORMS INC

+7.4%
Value
$26.8M
Shares
47.6K
% Port
0.51%
U
47.UBS

UBS GROUP AG

+2.9%
Value
$26M
Shares
524.3K
% Port
0.49%
L
48.LIN

LINDE PLC

+4.7%
Value
$26M
Shares
50.1K
% Port
0.49%
O

ORACLE CORP

+8.2%
Value
$26M
Shares
177.1K
% Port
0.49%
F
50.FCX

FREEPORT MCMORAN INC

+6.0%
Value
$25.7M
Shares
407.9K
% Port
0.49%