Baypointe Partners LLC Portfolio Holdings

Baypointe Partners LLC

  • $219 Billion
  • Q3 2025

Baypointe Partners LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $219 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $16.6B, Hershey CO with a value of $16.4B, Bj'S Wholesale Club Holdings, Inc. with a value of $16.3B, Visa Inc. with a value of $15.9B, and Rh with a value of $15.2B.

Examining the 13F form we can see an increase of $134B in the current position value, from $85.3B to 219B.

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 $219 Billion
Consumer Cyclical: $113 Billion
Consumer Defensive: $68.8 Billion
Financial Services: $32.5 Billion
Industrials: $4.85 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$512B
$16.6 Billion 7.58% of portfolio
29,167
Q3 2025 Added 94.45%
$26.3B
$16.4 Billion 7.48% of portfolio
87,500
Q3 2025 New
$12.7B
$16.3 Billion 7.46% of portfolio
175,001
Q3 2025 Added 337.5%
$533B
$15.9 Billion 7.28% of portfolio
46,667
Q3 2025 Added 133.34%
$3.54B
$15.2 Billion 6.96% of portfolio
75,000
Q3 2025 Added 400.0%
$204B
$14 Billion 6.42% of portfolio
100,000
Q3 2025 Added 700.0%
$5.02B
$12.9 Billion 5.89% of portfolio
500,000
Q3 2025 Added 900.0%
$367B
$11.8 Billion 5.4% of portfolio
29,167
Q3 2025 Added 45.84%
$79.2B
$10.5 Billion 4.78% of portfolio
150,000
Q3 2025 Added 900.0%
$49.5B
$9.89 Billion 4.52% of portfolio
58,334
Q3 2025 Added 288.89%
$41.4B
$8.97 Billion 4.1% of portfolio
100,000
Q3 2025 Added 700.0%
$224B
$8.86 Billion 4.05% of portfolio
29,167
Q3 2025 Added 45.84%
$14.8B
$8.06 Billion 3.68% of portfolio
58,334
Q3 2025 Added 288.89%
$65.7B
$7.99 Billion 3.65% of portfolio
100,000
Q3 2025 Added 700.0%
$14.5B
$7.55 Billion 3.45% of portfolio
17,500
Q3 2025 Added 75.0%
$6.15B
$6.63 Billion 3.03% of portfolio
116,667
Q3 2025 Added 133.33%
$19.9B
$5.14 Billion 2.35% of portfolio
58,334
Q3 2025 Added 133.34%
$97.3B
$4.94 Billion 2.26% of portfolio
58,334
Q3 2025 Added 133.34%
$20.5B
$4.85 Billion 2.21% of portfolio
58,334
Q3 2025 Added 133.34%
$30.9B
$3.78 Billion 1.73% of portfolio
30,000
Q3 2025 New
$2.44B
$3.38 Billion 1.54% of portfolio
46,667
Q3 2025 Added 366.67%
$11.9B
$2.47 Billion 1.13% of portfolio
58,334
Q3 2025 Added 233.34%
$76.2B
$1.42 Billion 0.65% of portfolio
2,917
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $219 Billion
  • Prior Value $85.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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