Baypointe Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Baypointe Partners LLC reported 15 stock positions worth $41.7 million. Its top holding was Home Depot (HD) at 16.9% of the portfolio, followed by Ulta Beauty (ULTA, 16.2%) and JPMorgan Chase (JPM, 15.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 8, added to 4 and reduced 7. The biggest buy was a new position in Ulta Beauty (ULTA) and the biggest sale Kimberly-Clark (KMB, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002044734
- Portfolio Value
- $41.7M (Q2 2026)
- SEC Filing
- 0001214659-26-009206 ↗ filed Jul 30, 2026
Holdings Value
Holdings 15 stocks · $41.7M
| HD Home Depot Inc. | 16.91% | 20,000 | $7.1M | No change |
| ULTA Ulta Beauty Inc. | 16.22% | 15,000 | $6.8M | New |
| JPM JPMorgan Chase & Co. | 15.69% | 20,000 | $6.5M | Reduce -20.0% |
| DPZ Domino's Pizza Inc. | 10.14% | 14,286 | $4.2M | Add +155.1% |
| UBER Uber Technologies Inc. | 6.18% | 35,714 | $2.6M | Add +27.6% |
| RH RH | 5.64% | 14,286 | $2.4M | Reduce -71.4% |
| WMT Walmart Inc. | 4.85% | 17,857 | $2.0M | New |
| MCD McDonald's Corp. | 4.63% | 7,142 | $1.9M | Add +27.5% |
| CELH Celsius Holdings Inc. | 3.51% | 50,000 | $1.5M | Reduce -66.7% |
| CHWY Chewy Inc. Class A | 3.36% | 71,429 | $1.4M | Reduce -15.0% |
| PEP Pepsico Inc. | 3.25% | 10,000 | $1.4M | New |
| AN Autonation Inc. | 3.18% | 7,142 | $1.3M | Reduce -52.4% |
| KMB Kimberly-Clark Corp. | 2.63% | 10,000 | $1.1M | Reduce -90.0% |
| CL Colgate-Palmolive Co. | 2.20% | 10,000 | $917K | Reduce -80.0% |
| TSCO Tractor Supply Company | 1.62% | 21,429 | $677K | Add +7.2% |
Portfolio Sells Q1 2026 → Q2 2026
| KMB Kimberly-Clark Corp. | Reduce -90.0% | 2.63% | −10.61 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −6.49 |
| RACE Ferrari NV | Sold out | 0.00% | −4.64 |
| RH RH | Reduce -71.4% | 5.64% | −3.95 |
| CELH Celsius Holdings Inc. | Reduce -66.7% | 3.51% | −3.79 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −3.77 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −3.75 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −3.70 |
| CL Colgate-Palmolive Co. | Reduce -80.0% | 2.20% | −3.65 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −2.55 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −2.03 |
| VIK Viking Holdings Ltd. | Sold out | 0.00% | −1.69 |
| AN Autonation Inc. | Reduce -52.4% | 3.18% | −0.84 |
| CHWY Chewy Inc. Class A | Reduce -15.0% | 3.36% | +0.25 |
| JPM JPMorgan Chase & Co. | Reduce -20.0% | 15.69% | +5.60 |