Baker Avenue Asset Management, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.0B

Holdings

1,561

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,561 positions)

StockValue
BDCBELDEN CDT INC
$2K
SSENTINELONE INC CL A
$2K
EMREMERSON ELEC CO COM
$2K
SANMSANMINA CORPORATION COM
$2K
DINOHF SINCLAIR CORP COM
$2K
ASOACADEMY SPORTS & OUTDOORS INC COM
$2K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$2K
FNDFLOOR & DECOR HLDGS INC CL A
$2K
NETCLOUDFLARE INC CL A COM
$2K
DASHDOORDASH INC CL A
$2K
ALSNALLISON TRANSMISSION HLDGS INC COM
$2K
TTCTORO CO COM
$2K
JEFJEFFERIES FINL GROUP INC COM
$2K
VMWEURVMWARE INC CL A CLASS A
$2K
MTCHMATCH GROUP INC NEW COM
$2K
VSTVISTRA CORP COM
$2K
PINSPINTEREST INC CL A
$2K
DELLDELL TECHNOLOGIES INC CL C
$2K
CARGCARGURUS INC COM CL A
$2K
SNDRSCHNEIDER NATIONAL INC CL B
$2K
RPRXROYALTY PHARMA PLC SHS CLASS A
$2K
OMFONEMAIN HLDGS INC COM
$2K
DOCNDIGITALOCEAN HLDGS INC COM
$2K
WABWABTEC
$2K
CELHCELSIUS HLDGS INC COM NEW
$2K
ESSESSEX PPTY TR REIT
$2K
HWMHOWMET AEROSPACE INC COM
$2K
IPINTERNATIONAL PAPER CO COM
$2K
LAMRLAMAR ADVERTISING CO A CLASS A
$2K
CROXCROCS INC
$2K
HLNHALEON PLC SPON ADS
$2K
RDFNREDFIN CORP COM
$2K
OKEONEOK INC NEW COM
$2K
GENSYMANTEC CORP
$2K
PKPARK HOTELS & RESORTS INC COM
$2K
PAWZPROSHARES PET CARE ETF
$2K
PIIMPINJ INC COM
$2K
XPELXPEL INC COM
$2K
BUWABIO-RAD LABORATORIES, INC CMN CLASS A
$2K
ALGTALLEGIANT TRAVEL CO
$2K
CNOBCONNECTONE BANCORP INC COM
$2K
PFGCPERFORMANCE FOOD GROUP CO COM
$2K
EXASEXACT SCIENCES CORP
$2K
KNSLKINSALE CAP GROUP INC COM
$1K
WPCWP CAREY INC COM
$1K
HLHECLA MNG CO COM
$1K
FITBFIFTH THIRD BANCORP
$1K
HSTHOST MARRIOTT CORP NEW REIT
$1K
IEIINSIGHT ENTERPRISES INC COM
$1K
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$1K
CFCF INDUSTRIES HOLDINGS, INC.
$1K
TPRTAPESTRY INC
$1K
PKGPACKAGING CORP OF AMERICA
$1K
HUBGHUB GROUP INC CL A
$1K
LIBERTY MEDIA CORP DEL COM LBTY SRM S A
$1K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$1K
LANDGLADSTONE LD CORP COM
$1K
NWLNEWELL BRANDS INC COM
$1K
NRANRG ENERGY INC NEW
$1K
BILLBILL HOLDINGS INC COM
$1K
STAGSTAG INDL INC COM
$1K
ALGMALLEGRO MICROSYSTEMS INC COM
$1K
RGAREINSURANCE GROUP AMER INC
$1K
FWRDUSDFORWARD AIR CORP
$1K
DDOGDATADOG INC CL A COM
$1K
RNGRINGCENTRAL INC
$1K
SAIASAIA INC COM
$1K
WRBBERKLEY W R CORP COM
$1K
MGNIMAGNITE INC COM
$1K
SPXCSPX TECHNOLOGIES INC COM
$1K
REGREGENCY CTRS CORP
$1K
BRZEBRAZE INC COM CL A
$1K
RLPOLO RALPH LAUREN CL A CLASS A
$1K
TXTTEXTRON INC COM
$1K
LSTRLANDSTAR SYSTEMS INC
$1K
NDAQNASDAQ STK MKT INC
$1K
WASHWASHINGTON TR BANCORP INC COM
$1K
ALNYALNYLAM PHARMACEUTICALS INC COM
$1K
KNKNOWLES CORP
$1K
ZSZSCALER INC COM
$1K
GLGLOBE LIFE INC COM
$1K
AIC3 AI INC CL A
$1K
SRCUSDSPIRIT REALTY CAPITAL COM USD0.001
$1K
PSNPARSONS CORP DEL COM
$1K
FHBFIRST HAWAIIAN INC COM
$1K
FIBKFIRST INTST BANCSYSTEM INC COM
$1K
ACLSAXCELIS TECHNOLOGIES INC
$1K
PEGAPEGASYSTEMS INC COM
$1K
SPLKCHFSPLUNK INC COM
$1K
OPKOPKO HEALTH INC
$1K
KHCKRAFT HEINZ CO COM
$1K
IDYAIDEAYA BIOSCIENCES INC COM
$1K
CWENCLEARWAY ENERGY INC CL C
$1K
6PMPARAMOUNT GROUP INC COM
$1K
MUSAMURPHY USA INC COM
$1K
SSYSSTRATASYS LTD
$1K
AFRMAFFIRM HLDGS INC COM CL A
$1K
JAZZJAZZ PHARMACEUTICALSINC
$1K
SAICSCIENCE APPLICATIONS INTL CORP COM
$1K
SAFESAFEHOLD INC COM
$1K
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