Baker Avenue Asset Management, LP Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$3.2T

Holdings

415

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (415 positions)

#StockSharesValue% PortfolioType
101
PYPLPAYPAL HLDGS INC
71,314$5.6B0.18%
102
TNLTRAVEL PLUS LEISURE CO
120,433$5.5B0.18%
103
DVNDEVON ENERGY CORP NEW
141,361$5.5B0.18%
104
VONGVANGUARD SCOTTSDALE FDS
57,028$5.5B0.17%
105
JNKSPDR SER TR
54,228$5.3B0.17%
106
MARMARRIOTT INTL INC NEW
20,780$5.2B0.16%
107
JAAAJANUS DETROIT STR TR
100,834$5.1B0.16%
108
SRLNSSGA ACTIVE ETF TR
121,643$5.1B0.16%
109
APPFAPPFOLIO INC
21,483$5.1B0.16%
110
HCAHCA HEALTHCARE INC
12,336$5.0B0.16%
111
CPNGCOUPANG INC
201,757$5.0B0.16%
112
PGHYINVESCO EXCH TRADED FD TR II
240,953$4.9B0.15%
113
ZTSZOETIS INC
24,615$4.8B0.15%
114
PNCPNC FINL SVCS GROUP INC
25,759$4.8B0.15%
115
HLTHILTON WORLDWIDE HLDGS INC
20,634$4.8B0.15%
116
XLCSELECT SECTOR SPDR TR
50,602$4.6B0.14%
117
BRK/BBERKSHIRE HATHAWAY INC DEL
9,804$4.5B0.14%
118
IWBISHARES TR
14,257$4.5B0.14%
119
COPCONOCOPHILLIPS
42,244$4.4B0.14%
120
CVXCHEVRON CORP NEW
29,951$4.4B0.14%
121
AG8AGILENT TECHNOLOGIES INC
29,495$4.4B0.14%
122
DEDEERE & CO
10,427$4.4B0.14%
123
ADPAUTOMATIC DATA PROCESSING IN
15,552$4.3B0.14%
124
TRMBTRIMBLE INC
68,889$4.3B0.14%
125
AFWALIGN TECHNOLOGY INC
16,710$4.2B0.13%
126
APPAPPLOVIN CORP
31,799$4.2B0.13%
127
IJRISHARES TR
34,645$4.1B0.13%
128
WMWASTE MGMT INC DEL
18,965$3.9B0.12%
129
BURLBURLINGTON STORES INC
14,831$3.9B0.12%
130
SHELSHELL PLC
58,644$3.9B0.12%
131
VTEBVANGUARD MUN BD FDS
73,593$3.8B0.12%
132
IYWISHARES TR
24,263$3.7B0.12%
133
ABNBAIRBNB INC
28,408$3.6B0.11%
134
BSVVANGUARD BD INDEX FDS
45,746$3.6B0.11%
135
HOLXHOLOGIC INC
41,826$3.4B0.11%
136
PTCPTC INC
18,342$3.3B0.11%
137
TRVTRAVELERS COMPANIES INC
14,108$3.3B0.10%
138
HUBSHUBSPOT INC
6,098$3.2B0.10%
139
ISTBISHARES TR
65,223$3.2B0.10%
140
HTGCHERCULES CAPITAL INC
159,668$3.1B0.10%
141
DWXSPDR INDEX SHS FDS
79,643$3.1B0.10%
142
AVGOBROADCOM INC
17,687$3.1B0.10%
143
VEAVANGUARD TAX-MANAGED FDS
57,497$3.0B0.10%
144
MUBISHARES TR
27,689$3.0B0.10%
145
PANWPALO ALTO NETWORKS INC
8,791$3.0B0.10%
146
ERIEERIE INDTY CO
5,557$3.0B0.10%
147
KCESPDR SER TR
23,806$3.0B0.09%
148
RIVNRIVIAN AUTOMOTIVE INC
263,713$3.0B0.09%
149
MAINMAIN STR CAP CORP
57,995$2.9B0.09%
150
PGRPROGRESSIVE CORP
11,440$2.9B0.09%
151
NSYNICE LTD
16,683$2.9B0.09%
152
UHSUNIVERSAL HLTH SVCS INC
12,495$2.9B0.09%
153
BPBP PLC
90,416$2.8B0.09%
154
KBESPDR SER TR
53,351$2.8B0.09%
155
PGXINVESCO EXCH TRADED FD TR II
226,828$2.8B0.09%
156
SJNKSPDR SER TR
108,259$2.8B0.09%
157
RWXSPDR INDEX SHS FDS
101,055$2.8B0.09%
158
XLRESELECT SECTOR SPDR TR
62,084$2.8B0.09%
159
ARCCARES CAPITAL CORP
131,865$2.8B0.09%
160
SNOWSNOWFLAKE INC
23,794$2.7B0.09%
161
MPCMARATHON PETE CORP
16,692$2.7B0.09%
162
HALHALLIBURTON CO
91,046$2.6B0.08%
163
LQDISHARES TR
23,164$2.6B0.08%
164
DECKDECKERS OUTDOOR CORP
16,074$2.6B0.08%
165
VMBSVANGUARD SCOTTSDALE FDS
53,612$2.5B0.08%
166
JNJJOHNSON & JOHNSON
15,557$2.5B0.08%
167
DFACDIMENSIONAL ETF TRUST
72,633$2.5B0.08%
168
BXSLBLACKSTONE SECD LENDING FD
84,418$2.5B0.08%
169
BABINVESCO EXCH TRADED FD TR II
89,058$2.5B0.08%
170
MUSTCOLUMBIA ETF TR I
117,674$2.4B0.08%
171
TNADIREXION SHS ETF TR
55,000$2.4B0.08%
172
AIGAMERICAN INTL GROUP INC
33,292$2.4B0.08%
173
BACBANK AMERICA CORP
61,002$2.4B0.08%
174
ANETEURARISTA NETWORKS INC
6,283$2.4B0.08%
175
QQEWFIRST TR NAS100 EQ WEIGHTED
19,027$2.4B0.08%
176
EIXEDISON INTL
26,311$2.3B0.07%
177
IJHISHARES TR
36,755$2.3B0.07%
178
VMCVULCAN MATLS CO
9,016$2.3B0.07%
179
XPOXPO INC
19,782$2.1B0.07%
180
LOWLOWES COS INC
7,588$2.1B0.07%
181
DFNMDIMENSIONAL ETF TRUST
42,268$2.1B0.07%
182
PINSPINTEREST INC
62,540$2.0B0.06%
183
ITUBITAU UNIBANCO HLDG S A
303,181$2.0B0.06%
184
ZMZOOM VIDEO COMMUNICATIONS IN
28,593$2.0B0.06%
185
XLVSELECT SECTOR SPDR TR
12,676$2.0B0.06%
186
WMTWALMART INC
23,757$1.9B0.06%
187
PGPROCTER AND GAMBLE CO
11,064$1.9B0.06%
188
EUSBISHARES TR
42,712$1.9B0.06%
189
OEFISHARES TR
6,787$1.9B0.06%
190
VCELVERICEL CORP
44,187$1.9B0.06%
191
DSIISHARES TR
17,095$1.9B0.06%
192
SUSAISHARES TR
14,907$1.8B0.06%
193
GLOBGLOBANT S A
8,942$1.8B0.06%
194
ARLOARLO TECHNOLOGIES INC
145,935$1.8B0.06%
195
CDNSCADENCE DESIGN SYSTEM INC
6,500$1.8B0.06%
196
XLFSELECT SECTOR SPDR TR
37,543$1.7B0.05%
197
FTECFIDELITY COVINGTON TRUST
9,561$1.7B0.05%
198
IBITISHARES BITCOIN TRUST ETF
44,724$1.6B0.05%
199
EAGGISHARES TR
33,118$1.6B0.05%
200
WFCWELLS FARGO CO NEW
28,151$1.6B0.05%
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