Baypointe Partners LLC Portfolio Holdings

Baypointe Partners LLC

  • $85.3 Billion
  • Q2 2025

Baypointe Partners LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $85.3 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.43B, Home Depot, Inc. with a value of $7.33B, Lululemon Athletica Inc. with a value of $7.13B, Visa Inc. with a value of $7.1B, and Mcdonalds Corp with a value of $5.84B.

Examining the 13F form we can see an decrease of $34.9B in the current position value, from $120B to 85.3B.

Baypointe Partners LLC is based out at Stamford, CT

Below you can find more details about Baypointe Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $85.3 Billion
Consumer Cyclical: $55.7 Billion
Financial Services: $15.5 Billion
Consumer Defensive: $10.4 Billion
Industrials: $2.68 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $85.3 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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