BAYPOINTE PARTNERS LLC — 13F holdings

BAYPOINTE PARTNERS LLC reported 12 holdings worth $12.4M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. VIK VIKING HOLDINGS LTD — $2.35M (19.0%)
2. HD HOME DEPOT INC — $1.99M (16.1%)
3. MCD MCDONALDS CORP — $1.73M (14.0%)
4. JPM JPMORGAN CHASE & CO. — $1.65M (13.4%)
5. GOOGL ALPHABET INC — $1.03M (8.4%)
6. AN AUTONATION INC — $787K (6.4%)
7. AMZN AMAZON COM INC — $747K (6.0%)
8. WING WINGSTOP INC — $527K (4.3%)
9. WMT WALMART INC — $520K (4.2%)
10. UBER UBER TECHNOLOGIES INC — $343K (2.8%)