Baker Avenue Asset Management, LP Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$2.0B

Holdings

1,578

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,578 positions)

StockValue
ULUNILEVER PLC SPON ADR NEW
$14K
ZBHZIMMER HLDGS INC
$14K
PPGPPG INDS INC COM
$14K
ARKGARK GENOMIC REVOLUTION ETF
$14K
IPINTERNATIONAL PAPER CO COM
$14K
SMTCSEMTECH CORP COM
$14K
LWLAMB WESTON HLDGS INC COM
$13K
0VVBCBS CORP CL B
$13K
DDOMINION RESOURCES INC
$13K
MANHMANHATTAN ASSOCIATES INC COM
$13K
VLTINVESCO HIGH INCOME TR II COM
$13K
BYDBOYD GAMING CORP
$13K
OMCLOMNICELL COM COM
$13K
LDOSLEIDOS HOLDINGS INC COM
$13K
BWABORG WARNER AUTOMOTIVE INC
$13K
NTAPNETAPP INC
$13K
FOXFFOX FACTORY HLDG CORP COM
$13K
RXORXO INC COMMON STOCK
$13K
JJACOBS SOLUTIONS INC COM
$13K
THCTENET HEALTHCARE CORP COM NEW
$13K
OVVENCANA CORPORATION
$13K
KMBKIMBERLY-CLARK CORP COM
$13K
DBXDROPBOX INC CL A
$13K
SBACSBA COMMUNICATIONS CP
$13K
AKAMAKAMAI TECH
$13K
ERIIENERGY RECOVERY INC COM
$13K
NVRNVR INC COM
$12K
BKBANK NEW YORK MELLON CORP COM
$12K
LADLITHIA MOTORS INC-CL A
$12K
MSCIMSCI INC COM
$12K
GWREGUIDEWIRE SOFTWARE INC COM
$12K
CRLCHARLES RIVER LABS HLDG
$12K
KEYKEYCORP COM
$12K
DTDYNATRACE INC COM NEW
$11K
MSMMSC INDL DIRECT INC
$11K
FDSFACTSET RESEARCH SYS INC
$11K
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
$11K
BKRBAKER HUGHES INC
$11K
AVBAVALONBAY CMNTYS INC
$11K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$11K
KNSLKINSALE CAP GROUP INC COM
$11K
MANMANPOWER INC WIS
$11K
PEOEXELON CORP COM
$11K
PCARPACCAR INC COM
$11K
LTPZPIMCO 15 YEAR US TIPS INDEX ETF
$11K
ENQENTEGRIS INC COM
$11K
MPTMEDICAL PPTYS TRUST INC COM
$11K
GMEDGLOBUS MED INC CL A
$11K
FOXAFOX CORP CL A COM
$11K
FIVNFIVE9 INC COM
$11K
SAICSCIENCE APPLICATIONS INTL CORP COM
$11K
PG4PRINCIPAL FINANCIAL GROUP INC
$11K
FLOFLOWERS FOODS INC
$10K
MGMMGM RESORTS INTERNATIONAL
$10K
EAELECTRONICS ARTS
$10K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$10K
TCBITEXAS CAPITAL BANCSHARES INC
$10K
LYBLYONDELLBASELL
$10K
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$10K
TAPMOLSON COORS BEVERAGE CO CL B
$10K
CMSCMS ENERGY CORP COM
$10K
BALLBALL CORP COM
$10K
EPREPR PPTYS SBI
$10K
HSYHERSHEY CO COM
$10K
MTDMETTLER TOLEDO INTL INCF
$10K
ADSKAUTODESK INC
$10K
TTWOTAKE-TWO INTERACTIVESOFTWRE
$10K
AGCOAGCO CORP
$10K
WBAWALGREENS BOOTS ALLIANCE INC COM
$10K
CNCCENTENE CORP DEL
$10K
HQYHEALTHEQUITY INC COM
$10K
MATMATTEL INC COM
$10K
UDRUNITED DOMINION RLTYTR INC
$10K
WMBWILLIAMS COS INC COM
$10K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$10K
OTISOTIS WORLDWIDE CORP COM
$9K
LSTRLANDSTAR SYSTEMS INC
$9K
NTNXNUTANIX INC CL A
$9K
WTRGESSENTIAL UTILS INC COM
$9K
VTRSVIATRIS INC COM
$9K
OXYOCCIDENTAL PETE CORP COM
$9K
ITGARTNER INC CL A
$9K
NEMNEWMONT CORP COM
$9K
CICIGNA CORP
$9K
BSXBOSTON SCIENTIFIC CORP
$9K
BXMTBLACKSTONE MTG TR INC COM CL A
$9K
CECELANESE CORPORATION
$9K
MLECMOOLEC SCIENCE SA WT EXP 123027
$9K
HUMHUMANA INC COM
$9K
PSAPUBLIC STORAGE INC
$9K
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$9K
SYNASYNAPTICS INC
$9K
RJFRAYMOND JAMES FINL INC
$9K
SAMBOSTON BEER CO CL A
$9K
TFCTRUIST FINL CORP COM
$8K
IOOISHARES TR S&P GLOBAL 100 INDEXFD
$8K
MTGMGIC INVESTMENT CORP.
$8K
RMERESMED INC
$8K
APOAPOLLO GLOBAL MGMT INC COM
$8K
A4SAMERIPRISE FINANCIAL INC.
$8K
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