Baker Avenue Asset Management, LP Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$1.3T

Holdings

219

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (219 positions)

StockValue
DGROISHARES CORE DIVIDEND GROWTH ETF
$1.5B
APTVAPTIV PLC
$1.5B
ENPHENPHASE ENERGY INC COM USD0.00001
$1.4B
EXPDEXPEDITORS INTL WASH INC
$1.3B
XLVHEALTH CARE SELECT SECTOR SPDR
$1.3B
HLTHILTON WORLDWIDE HLDGS INC COM
$1.3B
SOHUSOHU.COM INC
$1.3B
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
$1.3B
MRVLMARVELL TECHNOLOGY GROUP LTD
$1.3B
SPWRQSUNPOWER CORP
$1.2B
XLGRYDEX RUSSELL TOP 50 ETF
$1.2B
DBXDROPBOX INC CL A
$1.2B
INTCINTEL CORP COM
$1.2B
XLIINDUSTRIAL SELECT SECTOR SPDR
$1.2B
VNQVANGUARD REIT INDEX ETF
$1.2B
JETSU.S. GLOBAL JETS ETF
$1.1B
HUNHUNTSMAN CORP
$1.1B
DISDISNEY WALT CO COM DISNEY
$1.1B
DHRDANAHER CORP
$1.1B
XPOXPO LOGISTICS INC COM
$1.1B
GAPGAP INC
$1.1B
SUSAISHARES KLD SEL SOC FD
$1.1B
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$1.0B
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$1.0B
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.0B
TSLATESLA MOTORS INC
$984.0M
IGSBISHARES 1-3 YR CREDIT BOND ETF
$971.0M
AIGAMERICAN INTL GROUP INC COM NEW
$968.0M
SNAPSNAP INC CL A
$914.0M
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$909.0M
ARCCAres Capital Corp
$869.0M
EXIISHARES GLBL INDSTRLS INDX FD
$862.0M
AXPAMERICAN EXPRESS CO COM
$857.0M
JPMBJPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF
$821.0M
JNJJOHNSON & JOHNSON COM
$789.0M
QCOMQUALCOMM INC
$779.0M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$755.0M
IYCISHARES DJ US CONSUMER SERVICES
$723.0M
9990302DAPACHE CORP COM
$721.0M
PHYS/USPROTT PHYSICAL GOLD TRUST
$718.0M
ACWIISHARES TR MSCI ACWIINDEX FD
$711.0M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$711.0M
TFISPDR MUNICIPAL BOND ETF
$709.0M
MLMMARTIN MARIETTA MATLS INC COM
$706.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$701.0M
OBDCOwl Rock Capital Corporation
$701.0M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$687.0M
SSOPROSHARES ULTRA S&P 500
$665.0M
GTLSCHART INDUSTRIES INC
$657.0M
PFEPFIZER INC COM
$638.0M
XBISPDR BIOTECH ETF
$625.0M
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$624.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$599.0M
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$576.0M
GLUUGLU MOBILE INC
$559.0M
NBISYANDEX N.V. COM CL A
$538.0M
GLOBGLOBANT S A COM
$521.0M
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
$514.0M
FIVNFIVE9 INC COM
$512.0M
CALIFORNIA BANCORP INC COM
$507.0M
MDLZMONDELEZ INTL INC CL A
$499.0M
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$495.0M
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$491.0M
NOWSERVICE NOW INC
$485.0M
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$470.0M
LQDISHARES IBOXX CORPORATE BOND ETF
$467.0M
PRVBUSDPROVENTION BIO INC COM
$465.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$460.0M
VVISA INC
$460.0M
UAAUNDER ARMOUR INC CL A
$454.0M
CBAYUSDCYMABAY THERAPEUTICS INC COM
$452.0M
NFLXNETFLIX COM INC
$435.0M
ALXNALEXION PHARMA INC
$429.0M
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$427.0M
AVGOAVAGO TECHNOLOGIES LTD
$406.0M
SFSTIFEL FINANCIAL CP
$377.0M
BJKMARKET VECTORS ETF TRUST S NETWORK GLOBAL GAMING
$376.0M
PANWPALO ALTO NETWORKS INC COM
$367.0M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$353.0M
1LIFE HEALTHCARE INC COM
$351.0M
VRNSVARONIS SYS INC COM
$347.0M
PXDEURPIONEER NATURAL RESOURCES CO
$334.0M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$331.0M
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
$322.0M
GMGENERAL MOTORS CORP
$317.0M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$313.0M
MCDMCDONALDS CORP COM
$308.0M
IYMISHARES DJ US BASIC MATERIALS
$301.0M
ETNEATON CORP PLC SHS
$294.0M
KOCOCA COLA CO COM
$294.0M
RNGRINGCENTRAL INC
$292.0M
ICSHISHARES LIQUIDITY INCOME ETF
$290.0M
CSCOCISCO SYS INC
$276.0M
IAUUSDISHARES GOLD TRUST ETF
$272.0M
J40TPROSHARES ULTRASHORT 20 YR TREAS 1 FOR 4 R/S INTOPROSHARES TR PROSHARES UL
$259.0M
NYFISHARES NEW YORK MUNI BOND ETF
$255.0M
IVWISHARES S&P 500 GROWTH ETF
$255.0M
SBUXSTARBUCKS CORP
$251.0M
MRKMERCK & CO INC
$245.0M
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$239.0M
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