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
NYTNEW YORK TIMES CO CL A
$4K
ABGCENCORA INC COM
$4K
UHSUNIVERSAL HLTH SVCS
$4K
DOVDOVER CORP COM
$4K
ELSEQUITY LIFESTYLE PPTYS INC COM
$4K
CDNSCADENCE DESIGN SYSTEM INC COM
$4K
SMARGBPSMARTSHEET INC COM CL A
$4K
FSLRFIRST SOLAR INC
$4K
FIVEFIVE BELOW INC COM
$4K
NATIONAL INSTRUMENTS
$4K
RSRELIANCE STEEL & ALUMINUM
$4K
CMCOCOLUMBUS MCKINNON CP
$4K
AREALEXANDRIA REAL ESTATE EQUITIES INC
$4K
CUCAAVIS BUDGET GROUP COM
$4K
BITQBITWISE CRYPTO INDUSTRY INNOVATORS ETF
$4K
FMCFMC CORP COM NEW
$4K
PFGCPERFORMANCE FOOD GROUP CO COM
$4K
REGREGENCY CTRS CORP
$4K
SPHQINVESCO S&P 500 QUALITY ETF
$4K
ISIIONIS PHARMACEUTICALS INC COM
$3K
LNGCHENIERE ENERGY INC
$3K
UALUNITED CONTL HLDGS INC
$3K
TLTEFLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX
$3K
ALKALASKA AIR GROUP INC COM
$3K
PORPORTLAND GEN ELEC CO COM NEW
$3K
ACGLARCH CAPITAL GROUP LTD SHS
$3K
SCYXEURSCYNEXIS INC COM NEW
$3K
ESSESSEX PPTY TR REIT
$3K
STWDSTARWOOD PROPERTY TRUST
$3K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$3K
ISRAVANECK ISRAEL ETF
$3K
MAAMID-AMER APT CMNTYS INC
$3K
ELESTEE LAUDER COMPANIES INC
$3K
BMVPINVESCO BLOOMBERG MVP MULTI-FACTOR ETF
$3K
REXRREXFORD INDL RLTY INC COM
$3K
PENNPENN ENTERTAINMENT INC COM
$3K
PCGPG&E CORP COM
$3K
RSPDINVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
$3K
QA4AGENTHERM INC
$3K
HZNPHORIZON PHARMA INC
$3K
RPRXROYALTY PHARMA PLC SHS CLASS A
$3K
FQIDIGITAL REALTY TRUST INC
$3K
APY1EURCHAMPIONX CORPORATION COM
$3K
BMIBADGER METER INC COM
$3K
GNRCGENERAC HLDGS INC COM
$3K
GBCIGLACIER BANCORP INC NEW COM
$3K
NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
$3K
AGREURAVANGRID INC COM
$3K
LAMRLAMAR ADVERTISING CO A CLASS A
$3K
NYCBEURNY COMMUNITY BANCORP INC
$3K
DKSDICKS SPORTING GOODS INC
$3K
IBKRINTERACTIVE BROKERS GROUP INC
$3K
LSCCLATTICE SEMICONDUCTOR CORP COM
$3K
EMREMERSON ELEC CO COM
$3K
DOCUSDPHYSICIANS RLTY TR COM
$3K
BOHBANK HAWAII CORP COM
$3K
SCLSTEPAN CO COM
$3K
BCBRUNSWICK CORP COM
$3K
FRFIRST INDL RLTY TR INC
$3K
AZEKAZEK CO INC CL A
$3K
XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS
$3K
WWAYFAIR INC CL A
$3K
FTVFORTIVE CORP COM
$3K
FLT1EURFLEETCOR TECHNOLOGIES, INC.
$3K
TRMKTRUSTMARK CORP COM
$3K
TILTFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND
$3K
NEONEOGENOMICS INC COM NEW
$3K
RIOTRIOT PLATFORMS INC COM
$3K
AYIACUITY BRANDS INC
$3K
FITBFIFTH THIRD BANCORP
$3K
KHCKRAFT HEINZ CO COM
$3K
AMLPALPS TRUST ETF ALERIAN MLP
$3K
FCNFTI CONSULTING INC
$3K
WHRWHIRLPOOL CORP COM
$3K
THGHANOVER INS GROUP INC COM
$3K
STXSEAGATE TECHNOLOGY
$3K
RNGRINGCENTRAL INC
$3K
DEAEASTERLY GOVT PPTYS INC COM
$3K
CHDCHURCH & DWIGHT INC
$3K
OLNOLIN CORP COM PAR $1
$3K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$3K
CNACNA FINL CORP COM
$3K
CUBECUBESMART COM
$3K
BANFBANCFIRST CORP COM
$3K
EXPEEXPEDIA INC DEL COM
$2K
PDCOEURPATTERSON COS INC COM
$2K
HIIHUNTINGTON INGALLS INDS INC COM
$2K
ZIONZIONS BANCORPORATION N A COM
$2K
ETRENTERGY CORP NEW COM
$2K
ESTCELASTIC N V ORD SHS
$2K
OGEOGE ENERGY CORP COM
$2K
CRICARTER INC
$2K
KDKYNDRYL HLDGS INC COMMON STOCK
$2K
DOXAMDOCS LTD
$2K
UNITUNITI GROUP INC COM
$2K
VFCV F CORP COM
$2K
NUENUCOR CORP COM
$2K
WABWABTEC
$2K
VMWEURVMWARE INC CL A CLASS A
$2K
PATHUIPATH INC CL A
$2K
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